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 |
|---|---|---|---|---|---|
| Teza Capital Management LLC | 20,047 | $291.1K | 0.05% | −42,282−67.8% | Reduced |
| Natixis Advisors, L.P. | 19,788 | $287.0K | 0.00% | −7,043−26.2% | Reduced |
| GWM Advisors LLC | 19,627 | $285.0K | 0.00% | +19,627 | New |
| United Capital Financial Advisers, LLC | 19,483 | $282.9K | 0.00% | −1,354−6.5% | Reduced |
| Walleye Trading LLC | 19,087 | $277.1K | 0.01% | +19,087 | New |
| Truvestments Capital LLC | 18,915 | $274.6K | 0.14% | −221−1.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 18,912 | $274.6K | 0.00% | −713−3.6% | Reduced |
| Stratos Wealth Partners, LTD. | 18,774 | $272.6K | 0.01% | −355−1.9% | Reduced |
| Norinchukin Bank, The | 18,634 | $270.6K | 0.01% | −29,585−61.4% | Reduced |
| Metropolitan Life Insurance Co | 18,561 | $269.5K | 0.01% | −1,405−7.0% | Reduced |
| Centennial Wealth Advisory LLC | 18,348 | $266.4K | 0.14% | −475−2.5% | Reduced |
| Ontario Teachers Pension Plan Board | 18,278 | $265.4K | 0.00% | +18,278 | New |
| Panagora Asset Management Inc | 18,203 | $264.3K | 0.00% | +18,203 | New |
| Retirement Planning Co of New England, Inc. | 17,836 | $259.0K | 0.14% | −1,032−5.5% | Reduced |
| MQS Management LLC | 17,661 | $256.4K | 0.16% | +17,661 | New |
| Putnam Investments LLC | 17,658 | $256.4K | 0.00% | +264+1.5% | Added |
| Exchange Traded Concepts, LLC | 17,583 | $255.3K | 0.01% | +17,583 | New |
| Two Sigma Securities, LLC | 17,229 | $250.2K | 0.01% | +17,229 | New |
| Purus Wealth Management, LLC | 17,076 | $247.9K | 0.17% | +215+1.3% | Added |
| EPG Wealth Management LLC | 16,984 | $246.6K | 0.07% | +1,662+10.8% | Added |
| DGS Capital Management, LLC | 16,913 | $245.6K | 0.12% | +765+4.7% | Added |
| NBC Securities, Inc. | 16,425 | $238.0K | 0.03% | +16,425 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 16,238 | $235.8K | 0.02% | −209−1.3% | Reduced |
| Beacon Investment Advisory Services, Inc. | 16,041 | $232.9K | 0.01% | +162+1.0% | Added |
| NinePointTwo Capital | 16,003 | $232.0K | 0.09% | +16,003 | New |
| Mather Group, LLC. | 15,664 | $227.4K | 0.00% | −29,162−65.1% | Reduced |
| Tower Research Capital LLC (TRC) | 15,407 | $223.7K | 0.01% | +7,433+93.2% | Added |
| Eagle Rock Investment Company, LLC | 15,175 | $220.3K | 0.05% | 00.0% | Unchanged |
| APG Asset Management N.V. | 14,831 | $215.3K | 0.00% | −58,200−79.7% | Reduced |
| M&T Bank Corp | 14,766 | $214.3K | 0.00% | −1,616−9.9% | Reduced |
| Metis Global Partners, LLC | 14,676 | $213.1K | 0.01% | +2,545+21.0% | Added |
| Novare Capital Management LLC | 14,500 | $210.5K | 0.02% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 13,999 | $203.3K | 0.02% | −509−3.5% | Reduced |
| V-Square Quantitative Management LLC | 13,841 | $201.0K | 0.09% | +11,772+569.0% | Added |
| Kapitalo Investimentos Ltda | 13,700 | $198.9K | 0.03% | +13,700 | New |
| Modera Wealth Management, LLC | 13,556 | $196.8K | 0.00% | −1,837−11.9% | Reduced |
| Glenmede Trust Co NA | 13,438 | $195.1K | 0.00% | −2,427−15.3% | Reduced |
| Impact Partnership Wealth, LLC | 13,370 | $194.1K | 0.06% | −41,566−75.7% | Reduced |
| Cetera Advisors LLC | 13,350 | $193.8K | 0.00% | −776−5.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 13,212 | $191.8K | 0.00% | +2,067+18.5% | Added |
| Keystone Financial Group | 12,975 | $188.4K | 0.03% | +59+0.5% | Added |
| Commerce Bank | 12,878 | $187.0K | 0.00% | +288+2.3% | Added |
| Oxford Financial Group Ltd | 12,773 | $185.5K | 0.02% | −67−0.5% | Reduced |
| Old National Bancorp | 12,444 | $180.7K | 0.01% | −1,417−10.2% | Reduced |
| Van Eck Associates Corp | 12,353 | $179.0K | 0.00% | −8,251−40.0% | Reduced |
| Visionary Wealth Advisors | 11,994 | $174.2K | 0.01% | −2,298−16.1% | Reduced |
| Investors Asset Management of Georgia Inc | 12,046 | $172.9K | 0.10% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 11,853 | $172.0K | 0.00% | −6,479−35.3% | Reduced |
| Paragon Capital Management Ltd | 11,729 | $170.3K | 0.04% | −2,443−17.2% | Reduced |
| Harbour Investments, Inc. | 11,682 | $169.6K | 0.01% | −2,218−16.0% | Reduced |
| Iron Financial, LLC | 11,648 | $169.1K | 0.10% | +391+3.5% | Added |
| Perigon Wealth Management, LLC | 11,559 | $167.8K | 0.01% | −66−0.6% | Reduced |
| Vident Advisory, LLC | 11,554 | $167.8K | 0.01% | +11,554 | New |
| Fifth Third Bancorp | 11,469 | $166.5K | 0.00% | −2,012−14.9% | Reduced |
| Signaturefd, LLC | 11,293 | $164.0K | 0.00% | −585−4.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 11,207 | $162.7K | 0.01% | +11,207 | New |
| WBI Investments | 11,165 | $162.1K | 0.03% | −10,291−48.0% | Reduced |
| Meridian Wealth Advisors, LLC | 10,798 | $156.8K | 0.04% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 10,691 | $155.2K | 0.00% | 00.0% | Unchanged |
| Cooper Financial Group | 10,659 | $154.8K | 0.04% | +10,659 | New |
| Meeder Asset Management Inc | 10,655 | $154.7K | 0.01% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 10,500 | $152.5K | 0.02% | −900−7.9% | Reduced |
| Forum Financial Management, LP | 10,430 | $151.4K | 0.00% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 10,317 | $150.0K | 0.00% | +10,317 | New |
| Hoertkorn Richard Charles | 10,000 | $145.2K | 0.07% | 00.0% | Unchanged |
| AM Squared Ltd | 9,100 | $132.1K | 0.20% | +8,300+1,037.5% | Added |
| Caldwell Trust Co | 8,778 | $127.5K | 0.02% | +7,023+400.2% | Added |
| Federated Hermes, Inc. | 8,448 | $122.7K | 0.00% | +7,209+581.8% | Added |
| Vestcor Inc | 8,080 | $117.0K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 8,115 | $116.0K | 0.00% | +79+1.0% | Added |
| Banque Cantonale Vaudoise | 7,504 | $109.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 6,207 | $90.0K | 0.00% | −4,098−39.8% | Reduced |
| Ameritas Investment Partners, Inc. | 5,598 | $81.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 5,579 | $81.0K | 0.06% | −224−3.9% | Reduced |
| State of Wyoming | 5,400 | $78.4K | 0.02% | +5,400 | New |
| MCF Advisors LLC | 5,327 | $77.3K | 0.01% | +363+7.3% | Added |
| Optimum Investment Advisors | 5,300 | $77.0K | 0.04% | 00.0% | Unchanged |
| Quent Capital, LLC | 5,186 | $75.3K | 0.01% | +3,645+236.5% | Added |
| Twin Tree Management, LP | 4,634 | $67.3K | 0.00% | −22,276−82.8% | Reduced |
| Credit Agricole S A | 4,221 | $61.3K | 0.00% | +4,221 | New |
| NVWM, LLC | 3,425 | $49.7K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 3,094 | $49.2K | 0.00% | +98+3.3% | Added |
| Authentikos Wealth Advisory, LLC | 2,816 | $40.9K | 0.04% | +2,816 | New |
| Silvant Capital Management LLC | 2,649 | $38.5K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2,528 | $36.7K | 0.00% | −451−15.1% | Reduced |
| Sentry Investment Management LLC | 2,507 | $36.0K | 0.02% | +2,507 | New |
| Penserra Capital Management LLC | 2,476 | $35.0K | 0.00% | −471−16.0% | Reduced |
| Parallel Advisors, LLC | 2,384 | $34.6K | 0.00% | −665−21.8% | Reduced |
| TD Private Client Wealth LLC | 2,348 | $34.1K | 0.00% | −1,037−30.6% | Reduced |
| Farther Finance Advisors, LLC | 2,308 | $33.5K | 0.01% | −162−6.6% | Reduced |
| UniSuper Management Pty Ltd | 2,300 | $33.4K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,179 | $31.6K | 0.00% | +2,179 | New |
| Deseret Mutual Benefit Administrators | 1,955 | $28.4K | 0.01% | −89−4.4% | Reduced |
| Asset Dedication, LLC | 1,900 | $28.0K | 0.00% | +200+11.8% | Added |
| Capital Analysts, LLC | 1,873 | $27.0K | 0.00% | +125+7.2% | Added |
| Northwest Investment Counselors, LLC | 1,757 | $25.5K | 0.01% | −500−22.2% | Reduced |
| Grove Bank & Trust | 1,752 | $25.4K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,700 | $24.7K | 0.02% | +1,700 | New |
| Steward Partners Investment Advisory, LLC | 1,643 | $23.9K | 0.00% | +1,118+213.0% | Added |
| PFG Private Wealth Management, LLC | 1,634 | $23.7K | 0.02% | −2,888−63.9% | Reduced |