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 |
|---|---|---|---|---|---|
| Mackenzie Financial Corp | 60,658 | $824.9K | 0.00% | −27,212−31.0% | Reduced |
| Tredje AP-fonden | 56,718 | $823.5K | 0.01% | −6,187−9.8% | Reduced |
| Janus Henderson Group PLC | 56,326 | $818.1K | 0.00% | +13,512+31.6% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 54,473 | $791.0K | 0.01% | −294−0.5% | Reduced |
| Wright Investors Service Inc | 54,275 | $788.1K | 0.23% | +1,102+2.1% | Added |
| Neuberger Berman Group LLC | 54,252 | $787.7K | 0.00% | +30,823+131.6% | Added |
| DekaBank Deutsche Girozentrale | 54,661 | $787.0K | 0.00% | −1,722−3.1% | Reduced |
| Shell Asset Management Co | 54,055 | $785.0K | 0.03% | −1,638−2.9% | Reduced |
| Strategic Advisors LLC | 53,500 | $776.8K | 0.15% | +53,500 | New |
| State of Alaska, Department of Revenue | 53,306 | $774.0K | 0.01% | −3,475−6.1% | Reduced |
| Private Advisor Group, LLC | 52,604 | $763.8K | 0.01% | +76+0.1% | Added |
| Kestra Advisory Services, LLC | 51,815 | $752.4K | 0.01% | −2,984−5.4% | Reduced |
| D.A. Davidson & Co. | 49,800 | $723.1K | 0.01% | +300+0.6% | Added |
| ARGA Investment Management, LP | 49,688 | $721.5K | 0.03% | +21,604+76.9% | Added |
| Quantinno Capital Management LP | 48,821 | $709.0K | 0.03% | +4,449+10.0% | Added |
| Canada Pension Plan Investment Board | 48,100 | $698.4K | 0.00% | 00.0% | Unchanged |
| Atom Investors LP | 48,060 | $697.8K | 0.16% | +48,060 | New |
| Centiva Capital, LP | 47,830 | $694.5K | 0.03% | +47,830 | New |
| 1832 Asset Management L.P. | 47,020 | $682.7K | 0.00% | −5,892−11.1% | Reduced |
| Bank Ozk | 43,186 | $627.1K | 0.34% | +2,236+5.5% | Added |
| JustInvest LLC | 43,163 | $626.7K | 0.02% | +46+0.1% | Added |
| First Republic Investment Management, Inc. | 40,964 | $594.8K | 0.00% | −39,576−49.1% | Reduced |
| Paradigm Asset Management Co LLC | 40,200 | $583.7K | 0.17% | −2,400−5.6% | Reduced |
| HighTower Advisors, LLC | 39,450 | $569.0K | 0.00% | −19,931−33.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 38,702 | $562.0K | 0.01% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 38,627 | $560.9K | 0.00% | +1,052+2.8% | Added |
| Capstone Investment Advisors, LLC | 38,239 | $555.2K | 0.01% | +11,193+41.4% | Added |
| Wellington Management Group LLP | 37,437 | $543.6K | 0.00% | −2,100−5.3% | Reduced |
| Stock Yards Bank & Trust Co | 36,992 | $537.1K | 0.02% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 36,584 | $531.0K | 0.00% | −11,176−23.4% | Reduced |
| Kentucky Retirement Systems | 36,369 | $528.1K | 0.02% | −469−1.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 36,298 | $527.0K | 0.00% | +36,298 | New |
| Cetera Advisor Networks LLC | 35,971 | $522.3K | 0.00% | +1,120+3.2% | Added |
| Ethic Inc. | 35,713 | $518.6K | 0.02% | +5,140+16.8% | Added |
| Advisor Partners II, LLC | 35,351 | $513.3K | 0.02% | −3,508−9.0% | Reduced |
| Everence Capital Management Inc | 34,830 | $506.0K | 0.04% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 34,832 | $505.8K | 0.09% | +1,002+3.0% | Added |
| Public Employees Retirement Association of Colorado | 34,624 | $503.0K | 0.00% | 00.0% | Unchanged |
| Schroder Investment Management Group | 34,466 | $500.4K | 0.00% | +1,849+5.7% | Added |
| Captrust Financial Advisors | 33,400 | $485.0K | 0.00% | +3,226+10.7% | Added |
| Tennessee Valley Asset Management Partners | 32,698 | $474.8K | 0.16% | +933+2.9% | Added |
| Investors Research Corp | 32,525 | $472.3K | 0.12% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 32,193 | $467.4K | 0.01% | −5,157−13.8% | Reduced |
| Verition Fund Management LLC | 31,833 | $462.2K | 0.01% | +31,833 | New |
| Oversea-Chinese Banking CORP Ltd | 31,757 | $461.1K | 0.02% | +31,757 | New |
| Gulf International Bank (UK) Ltd | 31,631 | $459.0K | 0.01% | −2,693−7.8% | Reduced |
| Vontobel Holding Ltd. | 31,582 | $458.6K | 0.00% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 31,207 | $453.1K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 30,993 | $450.0K | 0.00% | +2,746+9.7% | Added |
| Ostrum Asset Management | 30,887 | $448.5K | 0.04% | −805−2.5% | Reduced |
| Hartford Investment Management Co | 30,491 | $442.7K | 0.02% | −1,292−4.1% | Reduced |
| Wealthcare Advisory Partners LLC | 30,158 | $437.9K | 0.02% | +351+1.2% | Added |
| Seven Eight Capital, LP | 30,133 | $437.5K | 0.05% | +30,133 | New |
| Kinneret Advisory, LLC | 30,055 | $436.4K | 0.05% | −18−0.1% | Reduced |
| Crossmark Global Holdings, Inc. | 31,414 | $436.0K | 0.01% | +60+0.2% | Added |
| Rathbone Brothers plc | 30,016 | $435.8K | 0.00% | +13,176+78.2% | Added |
| CI Private Wealth, LLC | 29,909 | $433.6K | 0.00% | −27,657−48.0% | Reduced |
| Advanced Portfolio Management, LLC | 29,194 | $423.9K | 0.37% | +29,194 | New |
| Elo Mutual Pension Insurance Co | 28,760 | $418.0K | 0.01% | +652+2.3% | Added |
| Maryland State Retirement & Pension System | 28,738 | $417.3K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 27,885 | $404.9K | 0.04% | +12,934+86.5% | Added |
| Louisiana State Employees Retirement System | 27,800 | $403.7K | 0.01% | −500−1.8% | Reduced |
| Quadrature Capital Ltd | 27,742 | $403.0K | 0.01% | +27,742 | New |
| Qsemble Capital Management, LP | 27,600 | $400.8K | 0.07% | +27,600 | New |
| Cresset Asset Management, LLC | 27,278 | $396.1K | 0.00% | +1,352+5.2% | Added |
| Blueshift Asset Management, LLC | 27,250 | $395.7K | 0.23% | +27,250 | New |
| Nordea Investment Management AB | 26,536 | $390.1K | 0.00% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 26,759 | $388.5K | 0.01% | +49+0.2% | Added |
| Teacher Retirement System of Texas | 26,585 | $386.0K | 0.00% | +589+2.3% | Added |
| Garda Capital Partners LP | 26,104 | $379.0K | 0.24% | +26,104 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 25,920 | $376.4K | 0.00% | +7,987+44.5% | Added |
| Voloridge Investment Management, LLC | 25,876 | $375.7K | 0.00% | +25,876 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 25,577 | $371.4K | 0.01% | +25,577 | New |
| ExodusPoint Capital Management, LP | 24,708 | $359.0K | 0.00% | +24,708 | New |
| Bayesian Capital Management, LP | 24,700 | $358.6K | 0.04% | −9,800−28.4% | Reduced |
| William Blair Investment Management, LLC | 24,655 | $358.0K | 0.00% | +9,029+57.8% | Added |
| Creative Planning | 24,314 | $353.0K | 0.00% | −2,771−10.2% | Reduced |
| Morningstar Investment Services LLC | 24,408 | $353.0K | 0.00% | +1,702+7.5% | Added |
| New Mexico Educational Retirement Board | 23,814 | $346.0K | 0.01% | +1,700+7.7% | Added |
| Unison Advisors LLC | 23,372 | $339.4K | 0.04% | +246+1.1% | Added |
| Ieq Capital, LLC | 23,288 | $338.1K | 0.01% | +6,402+37.9% | Added |
| Altshuler Shaham Ltd | 22,899 | $332.5K | 0.01% | +17,262+306.2% | Added |
| Element Wealth, LLC | 22,511 | $326.9K | 0.24% | −3,407−13.1% | Reduced |
| Natixis | 22,424 | $325.6K | 0.00% | −200−0.9% | Reduced |
| Prudential PLC | 22,392 | $325.1K | 0.00% | −8,148−26.7% | Reduced |
| Axq Capital, LP | 22,300 | $323.8K | 0.11% | +22,300 | New |
| Federation des caisses Desjardins du Quebec | 22,280 | $323.5K | 0.00% | −2,780−11.1% | Reduced |
| Twinbeech Capital LP | 22,034 | $319.9K | 0.01% | +22,034 | New |
| Assenagon Asset Management S.A. | 21,957 | $318.8K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 21,580 | $313.4K | 0.00% | −757−3.4% | Reduced |
| Cetera Investment Advisers | 21,525 | $312.5K | 0.00% | −4,391−16.9% | Reduced |
| MML Investors Services, LLC | 21,435 | $311.0K | 0.00% | +34+0.2% | Added |
| Wolverine Trading, LLC | 21,032 | $305.4K | 0.00% | +21,032 | New |
| CIBC Private Wealth Group, LLC | 20,801 | $302.0K | 0.00% | 00.0% | Unchanged |
| Savant Capital, LLC | 20,799 | $302.0K | 0.00% | +498+2.5% | Added |
| Tokio Marine Asset Management Co Ltd | 20,564 | $298.6K | 0.02% | +1,640+8.7% | Added |
| NorthCrest Asset Manangement, LLC | 20,436 | $296.7K | 0.01% | −10.0% | Reduced |
| Pathstone Family Office, LLC | 20,262 | $296.6K | 0.00% | +6,246+44.6% | Added |
| MAI Capital Management | 20,356 | $295.6K | 0.00% | −3,791−15.7% | Reduced |
| Verdence Capital Advisors LLC | 20,127 | $292.2K | 0.03% | +843+4.4% | Added |