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 |
|---|---|---|---|---|---|
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −48,100−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −35,120−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −31,147−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −30,437−100.0% | Sold out |
| Lumina Fund Management LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −23,746−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −22,650−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −17,147−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −15,889−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −14,209−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −13,082−100.0% | Sold out |
| Meeder Advisory Services, Inc. | 0 | $0 | 0.00% | −11,745−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −11,036−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −10,386−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −10,205−100.0% | Sold out |
| Synovus Financial Corp | 0 | $0 | 0.00% | −10,149−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −8,165−100.0% | Sold out |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −1,239−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −962−100.0% | Sold out |
| O'Dell Group, LLC | 0 | $0 | 0.00% | −679−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −598−100.0% | Sold out |
| PCA Investment Advisory Services Inc. | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Benjamin Edwards Inc | 0 | $0 | 0.00% | −265−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −209−100.0% | Sold out |
| HM Payson & Co | 0 | $0 | 0.00% | −201−100.0% | Sold out |
| Tompkins Financial Corp | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Citizens National Bank Trust Department | 0 | $0 | 0.00% | −166−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −112−100.0% | Sold out |
| Godsey & Gibb Associates | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −84−100.0% | Sold out |
| Retirement Group, LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| CoreFirst Bank & Trust | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Sterling Investment Advisors, Ltd. | 0 | $0 | 0.00% | −677−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| First Capital Advisors Group, LLC. | – | – | – | – | Not filed |