Invesco Ltd.
IVZ- Exchange
- NYSE
- Industry
- Investment Advice
- SEC CIK
- 0000914208
In the last 90 days, Invesco Ltd. insiders filed 0 open-market purchases and 4 sales; 674 institutions reported holding it in 13F filings for Q2 2026, worth $11.2B in total; Trian Fund Management is the only superinvestor holding it.
13F holders, Q3 2023
Institutional positions in Invesco Ltd. as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 493
- +17 vs. Q2 2023
- Shares held
- 303.6M
- −154.9K (−0.1%) vs. Q2 2023
- Total value
- $4.41B
- −$694.6M (−13.6%) vs. Q2 2023
- New holders
- 59
- 162 more added
- Sold out
- 42
- 181 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting IVZ on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 674 | $11.2B |
| Q1 2026 | 639 | $10.2B |
| Q4 2025 | 631 | $10.8B |
| Q3 2025 | 566 | $8.98B |
| Q2 2025 | 521 | $6.50B |
| Q1 2025 | 519 | $6.17B |
| Q4 2024 | 526 | $7.04B |
| Q3 2024 | 493 | $6.83B |
| Q2 2024 | 476 | $4.53B |
| Q1 2024 | 495 | $5.02B |
| Q4 2023 | 493 | $5.34B |
| Q3 2023 | 493 | $4.41B |
| Q2 2023 | 478 | $5.11B |
| Q1 2023 | 515 | $5.14B |
| Q4 2022 | 510 | $5.71B |
| Q3 2022 | 505 | $4.42B |
| Q2 2022 | 521 | $4.85B |
| Q1 2022 | 526 | $7.16B |
| Q4 2021 | 568 | $7.14B |
| Q3 2021 | 558 | $7.23B |
| Q2 2021 | 563 | $7.79B |
| Q1 2021 | 537 | $7.39B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Invesco Ltd.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UniSuper Management Pty Ltd | 2,300 | $33.4K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,308 | $33.5K | 0.01% | −162−6.6% | Reduced |
| TD Private Client Wealth LLC | 2,348 | $34.1K | 0.00% | −1,037−30.6% | Reduced |
| Parallel Advisors, LLC | 2,384 | $34.6K | 0.00% | −665−21.8% | Reduced |
| Penserra Capital Management LLC | 2,476 | $35.0K | 0.00% | −471−16.0% | Reduced |
| Sentry Investment Management LLC | 2,507 | $36.0K | 0.02% | +2,507 | New |
| Huntington National Bank | 2,528 | $36.7K | 0.00% | −451−15.1% | Reduced |
| Silvant Capital Management LLC | 2,649 | $38.5K | 0.00% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 2,816 | $40.9K | 0.04% | +2,816 | New |
| TD Waterhouse Canada Inc. | 3,094 | $49.2K | 0.00% | +98+3.3% | Added |
| NVWM, LLC | 3,425 | $49.7K | 0.02% | 00.0% | Unchanged |
| Credit Agricole S A | 4,221 | $61.3K | 0.00% | +4,221 | New |
| Twin Tree Management, LP | 4,634 | $67.3K | 0.00% | −22,276−82.8% | Reduced |
| Quent Capital, LLC | 5,186 | $75.3K | 0.01% | +3,645+236.5% | Added |
| Optimum Investment Advisors | 5,300 | $77.0K | 0.04% | 00.0% | Unchanged |
| MCF Advisors LLC | 5,327 | $77.3K | 0.01% | +363+7.3% | Added |
| State of Wyoming | 5,400 | $78.4K | 0.02% | +5,400 | New |
| Covestor Ltd | 5,579 | $81.0K | 0.06% | −224−3.9% | Reduced |
| Ameritas Investment Partners, Inc. | 5,598 | $81.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 6,207 | $90.0K | 0.00% | −4,098−39.8% | Reduced |
| Banque Cantonale Vaudoise | 7,504 | $109.0K | 0.01% | 00.0% | Unchanged |
| Horizon Investments, LLC | 8,115 | $116.0K | 0.00% | +79+1.0% | Added |
| Vestcor Inc | 8,080 | $117.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 8,448 | $122.7K | 0.00% | +7,209+581.8% | Added |
| Caldwell Trust Co | 8,778 | $127.5K | 0.02% | +7,023+400.2% | Added |
| AM Squared Ltd | 9,100 | $132.1K | 0.20% | +8,300+1,037.5% | Added |
| Hoertkorn Richard Charles | 10,000 | $145.2K | 0.07% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 10,317 | $150.0K | 0.00% | +10,317 | New |
| Forum Financial Management, LP | 10,430 | $151.4K | 0.00% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 10,500 | $152.5K | 0.02% | −900−7.9% | Reduced |
| Meeder Asset Management Inc | 10,655 | $154.7K | 0.01% | 00.0% | Unchanged |
| Cooper Financial Group | 10,659 | $154.8K | 0.04% | +10,659 | New |
| Fayez Sarofim & Co | 10,691 | $155.2K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 10,798 | $156.8K | 0.04% | 00.0% | Unchanged |
| WBI Investments | 11,165 | $162.1K | 0.03% | −10,291−48.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 11,207 | $162.7K | 0.01% | +11,207 | New |
| Signaturefd, LLC | 11,293 | $164.0K | 0.00% | −585−4.9% | Reduced |
| Fifth Third Bancorp | 11,469 | $166.5K | 0.00% | −2,012−14.9% | Reduced |
| Vident Advisory, LLC | 11,554 | $167.8K | 0.01% | +11,554 | New |
| Perigon Wealth Management, LLC | 11,559 | $167.8K | 0.01% | −66−0.6% | Reduced |
| Iron Financial, LLC | 11,648 | $169.1K | 0.10% | +391+3.5% | Added |
| Harbour Investments, Inc. | 11,682 | $169.6K | 0.01% | −2,218−16.0% | Reduced |
| Paragon Capital Management Ltd | 11,729 | $170.3K | 0.04% | −2,443−17.2% | Reduced |
| Janney Montgomery Scott LLC | 11,853 | $172.0K | 0.00% | −6,479−35.3% | Reduced |
| Investors Asset Management of Georgia Inc | 12,046 | $172.9K | 0.10% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 11,994 | $174.2K | 0.01% | −2,298−16.1% | Reduced |
| Van Eck Associates Corp | 12,353 | $179.0K | 0.00% | −8,251−40.0% | Reduced |
| Old National Bancorp | 12,444 | $180.7K | 0.01% | −1,417−10.2% | Reduced |
| Oxford Financial Group Ltd | 12,773 | $185.5K | 0.02% | −67−0.5% | Reduced |
| Commerce Bank | 12,878 | $187.0K | 0.00% | +288+2.3% | Added |
| Keystone Financial Group | 12,975 | $188.4K | 0.03% | +59+0.5% | Added |
| O'Shaughnessy Asset Management, LLC | 13,212 | $191.8K | 0.00% | +2,067+18.5% | Added |
| Cetera Advisors LLC | 13,350 | $193.8K | 0.00% | −776−5.5% | Reduced |
| Impact Partnership Wealth, LLC | 13,370 | $194.1K | 0.06% | −41,566−75.7% | Reduced |
| Glenmede Trust Co NA | 13,438 | $195.1K | 0.00% | −2,427−15.3% | Reduced |
| Modera Wealth Management, LLC | 13,556 | $196.8K | 0.00% | −1,837−11.9% | Reduced |
| Kapitalo Investimentos Ltda | 13,700 | $198.9K | 0.03% | +13,700 | New |
| V-Square Quantitative Management LLC | 13,841 | $201.0K | 0.09% | +11,772+569.0% | Added |
| Dorsey & Whitney Trust CO LLC | 13,999 | $203.3K | 0.02% | −509−3.5% | Reduced |
| Novare Capital Management LLC | 14,500 | $210.5K | 0.02% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 14,676 | $213.1K | 0.01% | +2,545+21.0% | Added |
| M&T Bank Corp | 14,766 | $214.3K | 0.00% | −1,616−9.9% | Reduced |
| APG Asset Management N.V. | 14,831 | $215.3K | 0.00% | −58,200−79.7% | Reduced |
| Eagle Rock Investment Company, LLC | 15,175 | $220.3K | 0.05% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 15,407 | $223.7K | 0.01% | +7,433+93.2% | Added |
| Mather Group, LLC. | 15,664 | $227.4K | 0.00% | −29,162−65.1% | Reduced |
| NinePointTwo Capital | 16,003 | $232.0K | 0.09% | +16,003 | New |
| Beacon Investment Advisory Services, Inc. | 16,041 | $232.9K | 0.01% | +162+1.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 16,238 | $235.8K | 0.02% | −209−1.3% | Reduced |
| NBC Securities, Inc. | 16,425 | $238.0K | 0.03% | +16,425 | New |
| DGS Capital Management, LLC | 16,913 | $245.6K | 0.12% | +765+4.7% | Added |
| EPG Wealth Management LLC | 16,984 | $246.6K | 0.07% | +1,662+10.8% | Added |
| Purus Wealth Management, LLC | 17,076 | $247.9K | 0.17% | +215+1.3% | Added |
| Two Sigma Securities, LLC | 17,229 | $250.2K | 0.01% | +17,229 | New |
| Exchange Traded Concepts, LLC | 17,583 | $255.3K | 0.01% | +17,583 | New |
| Putnam Investments LLC | 17,658 | $256.4K | 0.00% | +264+1.5% | Added |
| MQS Management LLC | 17,661 | $256.4K | 0.16% | +17,661 | New |
| Retirement Planning Co of New England, Inc. | 17,836 | $259.0K | 0.14% | −1,032−5.5% | Reduced |
| Panagora Asset Management Inc | 18,203 | $264.3K | 0.00% | +18,203 | New |
| Ontario Teachers Pension Plan Board | 18,278 | $265.4K | 0.00% | +18,278 | New |
| Centennial Wealth Advisory LLC | 18,348 | $266.4K | 0.14% | −475−2.5% | Reduced |
| Metropolitan Life Insurance Co | 18,561 | $269.5K | 0.01% | −1,405−7.0% | Reduced |
| Norinchukin Bank, The | 18,634 | $270.6K | 0.01% | −29,585−61.4% | Reduced |
| Stratos Wealth Partners, LTD. | 18,774 | $272.6K | 0.01% | −355−1.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 18,912 | $274.6K | 0.00% | −713−3.6% | Reduced |
| Truvestments Capital LLC | 18,915 | $274.6K | 0.14% | −221−1.2% | Reduced |
| Walleye Trading LLC | 19,087 | $277.1K | 0.01% | +19,087 | New |
| United Capital Financial Advisers, LLC | 19,483 | $282.9K | 0.00% | −1,354−6.5% | Reduced |
| GWM Advisors LLC | 19,627 | $285.0K | 0.00% | +19,627 | New |
| Natixis Advisors, L.P. | 19,788 | $287.0K | 0.00% | −7,043−26.2% | Reduced |
| Teza Capital Management LLC | 20,047 | $291.1K | 0.05% | −42,282−67.8% | Reduced |
| Verdence Capital Advisors LLC | 20,127 | $292.2K | 0.03% | +843+4.4% | Added |
| MAI Capital Management | 20,356 | $295.6K | 0.00% | −3,791−15.7% | Reduced |
| Pathstone Family Office, LLC | 20,262 | $296.6K | 0.00% | +6,246+44.6% | Added |
| NorthCrest Asset Manangement, LLC | 20,436 | $296.7K | 0.01% | −10.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 20,564 | $298.6K | 0.02% | +1,640+8.7% | Added |
| Savant Capital, LLC | 20,799 | $302.0K | 0.00% | +498+2.5% | Added |
| CIBC Private Wealth Group, LLC | 20,801 | $302.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 21,032 | $305.4K | 0.00% | +21,032 | New |
| MML Investors Services, LLC | 21,435 | $311.0K | 0.00% | +34+0.2% | Added |