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 |
|---|---|---|---|---|---|
| Benjamin F. Edwards & Company, Inc. | 1,572 | $23.0K | 0.00% | −6,572−80.7% | Reduced |
| Quadrant Capital Group LLC | 1,498 | $21.8K | 0.00% | +22+1.5% | Added |
| Allworth Financial LP | 1,478 | $21.5K | 0.00% | +1,406+1,952.8% | Added |
| Private Trust Co NA | 1,267 | $18.4K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,257 | $18.0K | 0.00% | −448−26.3% | Reduced |
| CGC Financial Services, LLC | 1,155 | $16.8K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 1,123 | $16.3K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,069 | $15.5K | 0.00% | +36+3.5% | Added |
| Avondale Wealth Management | 1,050 | $15.2K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,032 | $15.0K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 1,027 | $14.9K | 0.01% | +1,027 | New |
| Central Trust Co | 1,000 | $14.5K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 1,000 | $14.5K | 0.03% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,000 | $14.5K | 0.01% | +1,000 | New |
| Sugarloaf Wealth Management, LLC | 970 | $14.1K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 950 | $13.8K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 949 | $13.8K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 934 | $13.6K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 897 | $13.0K | 0.00% | +400+80.5% | Added |
| EverSource Wealth Advisors, LLC | 873 | $12.7K | 0.00% | −2,020−69.8% | Reduced |
| JFS Wealth Advisors, LLC | 859 | $12.5K | 0.00% | +48+5.9% | Added |
| Riverview Trust Co | 852 | $12.4K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 819 | $11.9K | 0.00% | +1+0.1% | Added |
| Sittner & Nelson, LLC | 811 | $11.8K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 802 | $11.6K | 0.00% | +39+5.1% | Added |
| Cary Street Partner Investment Advisory LLC | 780 | $11.3K | 0.00% | −920−54.1% | Reduced |
| Salem Investment Counselors Inc | 750 | $10.9K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 689 | $10.0K | 0.00% | +59+9.4% | Added |
| Mycio Wealth Partners, LLC | 688 | $9.99K | 0.00% | +688 | New |
| Nalls Sherbakoff Group, LLC | 681 | $9.89K | 0.01% | +8+1.2% | Added |
| Massmutual Trust Co FSB | 660 | $9.58K | 0.00% | −6−0.9% | Reduced |
| Oakworth Capital, Inc. | 648 | $9.41K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 644 | $9.35K | 0.00% | +644 | New |
| MV Capital Management, Inc. | 633 | $9.19K | 0.00% | −42−6.2% | Reduced |
| Ronald Blue Trust, Inc. | 496 | $9.00K | 0.00% | −105−17.5% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 600 | $8.71K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 585 | $8.49K | 0.00% | +585 | New |
| Umb Bank N A | 575 | $8.35K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 555 | $8.06K | 0.00% | +96+20.9% | Added |
| Desjardins Global Asset Management Inc. | 538 | $7.81K | 0.00% | −5,908−91.7% | Reduced |
| WR Wealth Planners, LLC | 537 | $7.80K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 522 | $7.58K | 0.00% | −75−12.6% | Reduced |
| Zions Bancorporation, N.A. | 521 | $7.57K | 0.00% | −49−8.6% | Reduced |
| Lazard Asset Management LLC | 534 | $7.00K | 0.00% | −188,779−99.7% | Reduced |
| Pflug Koory, LLC | 450 | $6.53K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 446 | $6.48K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 435 | $6.32K | 0.00% | −43−9.0% | Reduced |
| Bell Investment Advisors, Inc | 422 | $6.13K | 0.00% | +255+152.7% | Added |
| Valley National Advisers Inc | 440 | $6.00K | 0.00% | +300+214.3% | Added |
| GW&K Investment Management, LLC | 382 | $6.00K | 0.00% | +324+558.6% | Added |
| Versant Capital Management, Inc | 378 | $5.49K | 0.00% | +20+5.6% | Added |
| Global Retirement Partners, LLC | 332 | $4.54K | 0.00% | −33−9.0% | Reduced |
| Steward Financial Group LLC | 278 | $4.00K | 0.00% | +278 | New |
| Boyd Watterson Asset Management LLC | 267 | $3.88K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 265 | $3.85K | 0.00% | +36+15.7% | Added |
| Farmers & Merchants Investments Inc | 247 | $3.59K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 233 | $3.38K | 0.00% | +6+2.6% | Added |
| Cape Investment Advisory, Inc. | 207 | $3.01K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 200 | $2.90K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 187 | $2.71K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 187 | $2.71K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 183 | $2.65K | 0.00% | −9,833−98.2% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 171 | $2.48K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 169 | $2.45K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 168 | $2.45K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 150 | $2.18K | 0.00% | +150 | New |
| Brown Brothers Harriman & Co | 135 | $1.96K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 134 | $1.95K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 129 | $1.87K | 0.00% | +118+1,072.7% | Added |
| Prestige Wealth Management Group LLC | 118 | $1.71K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 115 | $1.67K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 109 | $1.58K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 76 | $1.10K | 0.00% | −11−12.6% | Reduced |
| Creative Financial Designs Inc | 75 | $1.09K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 46 | $1.00K | 0.00% | −1−2.1% | Reduced |
| City State Bank | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 45 | $810 | 0.00% | +10+28.6% | Added |
| Sound Income Strategies, LLC | 45 | $653 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 36 | $605 | 0.00% | +25+227.3% | Added |
| Baystate Wealth Management LLC | 39 | $571 | 0.00% | +1+2.6% | Added |
| Carolinas Wealth Consulting LLC | 41 | $532 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 34 | $494 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 28 | $407 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 24 | $348 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 18 | $287 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 16 | $237 | 0.00% | +16 | New |
| SOA Wealth Advisors, LLC. | 7 | $95 | 0.00% | +1+16.7% | Added |
| Cutler Group LP | 1 | $0 | 0.00% | −7,112−100.0% | Reduced |
| Centerpoint Advisors, LLC | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 32 | $0 | 0.00% | +32 | New |
| Cape Cod Five Cents Savings Bank | 3,456 | – | – | +1,718+98.8% | Added |
| Quilter Plc | 2,245 | – | – | 00.0% | Unchanged |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −1,037,360−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −1,000,000−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −550,000−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −364,065−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −76,251−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −66,877−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −65,037−100.0% | Sold out |