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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.

Institutional holdersQ3 2023: 493 institutions
Q1 2021: 537 institutionsQ2 2021: 563 institutionsQ3 2021: 558 institutionsQ4 2021: 568 institutionsQ1 2022: 526 institutionsQ2 2022: 521 institutionsQ3 2022: 505 institutionsQ4 2022: 510 institutionsQ1 2023: 515 institutionsQ2 2023: 478 institutionsQ3 2023: 493 institutionsQ4 2023: 493 institutionsQ1 2024: 495 institutionsQ2 2024: 476 institutionsQ3 2024: 493 institutionsQ4 2024: 526 institutionsQ1 2025: 519 institutionsQ2 2025: 521 institutionsQ3 2025: 566 institutionsQ4 2025: 631 institutionsQ1 2026: 639 institutionsQ2 2026: 674 institutions
Value heldQ3 2023: $4.41B
Q1 2021: $7.39BQ2 2021: $7.79BQ3 2021: $7.23BQ4 2021: $7.14BQ1 2022: $7.16BQ2 2022: $4.85BQ3 2022: $4.42BQ4 2022: $5.71BQ1 2023: $5.14BQ2 2023: $5.11BQ3 2023: $4.41BQ4 2023: $5.34BQ1 2024: $5.02BQ2 2024: $4.53BQ3 2024: $6.83BQ4 2024: $7.04BQ1 2025: $6.17BQ2 2025: $6.50BQ3 2025: $8.98BQ4 2025: $10.8BQ1 2026: $10.2BQ2 2026: $11.2B
Institutions holding IVZ and their total value by quarter
QuarterHoldersValue
Q2 2026674$11.2B
Q1 2026639$10.2B
Q4 2025631$10.8B
Q3 2025566$8.98B
Q2 2025521$6.50B
Q1 2025519$6.17B
Q4 2024526$7.04B
Q3 2024493$6.83B
Q2 2024476$4.53B
Q1 2024495$5.02B
Q4 2023493$5.34B
Q3 2023493$4.41B
Q2 2023478$5.11B
Q1 2023515$5.14B
Q4 2022510$5.71B
Q3 2022505$4.42B
Q2 2022521$4.85B
Q1 2022526$7.16B
Q4 2021568$7.14B
Q3 2021558$7.23B
Q2 2021563$7.79B
Q1 2021537$7.39B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Invesco Ltd.; share changes are against Q2 2023.

Institutions holding IVZ in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Cetera Investment Advisers21,525$312.5K0.00%−4,391−16.9%Reduced
US Bancorp21,580$313.4K0.00%−757−3.4%Reduced
Assenagon Asset Management S.A.21,957$318.8K0.00%00.0%Unchanged
Twinbeech Capital LP22,034$319.9K0.01%+22,034New
Federation des caisses Desjardins du Quebec22,280$323.5K0.00%−2,780−11.1%Reduced
Axq Capital, LP22,300$323.8K0.11%+22,300New
Prudential PLC22,392$325.1K0.00%−8,148−26.7%Reduced
Natixis22,424$325.6K0.00%−200−0.9%Reduced
Element Wealth, LLC22,511$326.9K0.24%−3,407−13.1%Reduced
Altshuler Shaham Ltd22,899$332.5K0.01%+17,262+306.2%Added
Ieq Capital, LLC23,288$338.1K0.01%+6,402+37.9%Added
Unison Advisors LLC23,372$339.4K0.04%+246+1.1%Added
New Mexico Educational Retirement Board23,814$346.0K0.01%+1,700+7.7%Added
Morningstar Investment Services LLC24,408$353.0K0.00%+1,702+7.5%Added
Creative Planning24,314$353.0K0.00%−2,771−10.2%Reduced
William Blair Investment Management, LLC24,655$358.0K0.00%+9,029+57.8%Added
Bayesian Capital Management, LP24,700$358.6K0.04%−9,800−28.4%Reduced
ExodusPoint Capital Management, LP24,708$359.0K0.00%+24,708New
Maverick Capital LtdSuperinvestorMaverick Capital25,577$371.4K0.01%+25,577New
Voloridge Investment Management, LLC25,876$375.7K0.00%+25,876New
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main25,920$376.4K0.00%+7,987+44.5%Added
Garda Capital Partners LP26,104$379.0K0.24%+26,104New
Teacher Retirement System of Texas26,585$386.0K0.00%+589+2.3%Added
Equitable Holdings, Inc.26,759$388.5K0.01%+49+0.2%Added
Nordea Investment Management AB26,536$390.1K0.00%00.0%Unchanged
Blueshift Asset Management, LLC27,250$395.7K0.23%+27,250New
Cresset Asset Management, LLC27,278$396.1K0.00%+1,352+5.2%Added
Qsemble Capital Management, LP27,600$400.8K0.07%+27,600New
Quadrature Capital Ltd27,742$403.0K0.01%+27,742New
Louisiana State Employees Retirement System27,800$403.7K0.01%−500−1.8%Reduced
Leonteq Securities AG27,885$404.9K0.04%+12,934+86.5%Added
Maryland State Retirement & Pension System28,738$417.3K0.01%00.0%Unchanged
Elo Mutual Pension Insurance Co28,760$418.0K0.01%+652+2.3%Added
Advanced Portfolio Management, LLC29,194$423.9K0.37%+29,194New
CI Private Wealth, LLC29,909$433.6K0.00%−27,657−48.0%Reduced
Rathbone Brothers plc30,016$435.8K0.00%+13,176+78.2%Added
Crossmark Global Holdings, Inc.31,414$436.0K0.01%+60+0.2%Added
Kinneret Advisory, LLC30,055$436.4K0.05%−18−0.1%Reduced
Seven Eight Capital, LP30,133$437.5K0.05%+30,133New
Wealthcare Advisory Partners LLC30,158$437.9K0.02%+351+1.2%Added
Hartford Investment Management Co30,491$442.7K0.02%−1,292−4.1%Reduced
Ostrum Asset Management30,887$448.5K0.04%−805−2.5%Reduced
Daiwa Securities Group Inc.30,993$450.0K0.00%+2,746+9.7%Added
British Columbia Investment Management Corp31,207$453.1K0.00%00.0%Unchanged
Vontobel Holding Ltd.31,582$458.6K0.00%00.0%Unchanged
Gulf International Bank (UK) Ltd31,631$459.0K0.01%−2,693−7.8%Reduced
Oversea-Chinese Banking CORP Ltd31,757$461.1K0.02%+31,757New
Verition Fund Management LLC31,833$462.2K0.01%+31,833New
Securian Asset Management, Inc32,193$467.4K0.01%−5,157−13.8%Reduced
Investors Research Corp32,525$472.3K0.12%00.0%Unchanged
Tennessee Valley Asset Management Partners32,698$474.8K0.16%+933+2.9%Added
Captrust Financial Advisors33,400$485.0K0.00%+3,226+10.7%Added
Schroder Investment Management Group34,466$500.4K0.00%+1,849+5.7%Added
Public Employees Retirement Association of Colorado34,624$503.0K0.00%00.0%Unchanged
Great Lakes Retirement, Inc.34,832$505.8K0.09%+1,002+3.0%Added
Everence Capital Management Inc34,830$506.0K0.04%00.0%Unchanged
Advisor Partners II, LLC35,351$513.3K0.02%−3,508−9.0%Reduced
Ethic Inc.35,713$518.6K0.02%+5,140+16.8%Added
Cetera Advisor Networks LLC35,971$522.3K0.00%+1,120+3.2%Added
Schonfeld Strategic Advisors LLC36,298$527.0K0.00%+36,298New
Kentucky Retirement Systems36,369$528.1K0.02%−469−1.3%Reduced
Cambridge Investment Research Advisors, Inc.36,584$531.0K0.00%−11,176−23.4%Reduced
Stock Yards Bank & Trust Co36,992$537.1K0.02%00.0%Unchanged
Wellington Management Group LLP37,437$543.6K0.00%−2,100−5.3%Reduced
Capstone Investment Advisors, LLC38,239$555.2K0.01%+11,193+41.4%Added
Nissay Asset Management Corp38,627$560.9K0.00%+1,052+2.8%Added
Teachers Retirement System of the State of Kentucky38,702$562.0K0.01%00.0%Unchanged
HighTower Advisors, LLC39,450$569.0K0.00%−19,931−33.6%Reduced
Paradigm Asset Management Co LLC40,200$583.7K0.17%−2,400−5.6%Reduced
First Republic Investment Management, Inc.40,964$594.8K0.00%−39,576−49.1%Reduced
JustInvest LLC43,163$626.7K0.02%+46+0.1%Added
Bank Ozk43,186$627.1K0.34%+2,236+5.5%Added
1832 Asset Management L.P.47,020$682.7K0.00%−5,892−11.1%Reduced
Centiva Capital, LP47,830$694.5K0.03%+47,830New
Atom Investors LP48,060$697.8K0.16%+48,060New
Canada Pension Plan Investment Board48,100$698.4K0.00%00.0%Unchanged
Quantinno Capital Management LP48,821$709.0K0.03%+4,449+10.0%Added
ARGA Investment Management, LP49,688$721.5K0.03%+21,604+76.9%Added
D.A. Davidson & Co.49,800$723.1K0.01%+300+0.6%Added
Kestra Advisory Services, LLC51,815$752.4K0.01%−2,984−5.4%Reduced
Private Advisor Group, LLC52,604$763.8K0.01%+76+0.1%Added
State of Alaska, Department of Revenue53,306$774.0K0.01%−3,475−6.1%Reduced
Strategic Advisors LLC53,500$776.8K0.15%+53,500New
Shell Asset Management Co54,055$785.0K0.03%−1,638−2.9%Reduced
DekaBank Deutsche Girozentrale54,661$787.0K0.00%−1,722−3.1%Reduced
Neuberger Berman Group LLC54,252$787.7K0.00%+30,823+131.6%Added
Wright Investors Service Inc54,275$788.1K0.23%+1,102+2.1%Added
Skandinaviska Enskilda Banken AB (publ)54,473$791.0K0.01%−294−0.5%Reduced
Janus Henderson Group PLC56,326$818.1K0.00%+13,512+31.6%Added
Tredje AP-fonden56,718$823.5K0.01%−6,187−9.8%Reduced
Mackenzie Financial Corp60,658$824.9K0.00%−27,212−31.0%Reduced
Northwestern Mutual Wealth Management Co59,778$868.0K0.00%+4,405+8.0%Added
Mariner, LLC60,006$871.3K0.00%+20,986+53.8%Added
Rothschild Investment Corp61,845$898.0K0.08%−2,165−3.4%Reduced
Mutual of America Capital Management LLC62,615$909.2K0.01%−3,113−4.7%Reduced
New York Life Investment Management LLC62,814$912.1K0.01%−903−1.4%Reduced
Envestnet Asset Management Inc63,584$923.2K0.00%−57,238−47.4%Reduced
Utah Retirement Systems63,778$926.1K0.01%00.0%Unchanged
CIBC Asset Management Inc63,884$927.6K0.00%+1,592+2.6%Added
Candriam Luxembourg S.C.A.64,418$935.3K0.01%−5,700−8.1%Reduced