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; 670 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, Q4 2023
Institutional positions in Invesco Ltd. as of Dec 31, 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
- +5 vs. Q3 2023
- Shares held
- 299.3M
- −4.15M (−1.4%) vs. Q3 2023
- Total value
- $5.34B
- +$924.9M (+21.0%) vs. Q3 2023
- New holders
- 90
- 157 more added
- Sold out
- 85
- 188 more reduced
5 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 670 | $11.2B |
| Q1 2026 | 638 | $10.2B |
| Q4 2025 | 629 | $10.8B |
| Q3 2025 | 565 | $9.02B |
| Q2 2025 | 521 | $6.64B |
| Q1 2025 | 518 | $6.17B |
| Q4 2024 | 525 | $7.06B |
| Q3 2024 | 493 | $6.85B |
| Q2 2024 | 476 | $4.56B |
| Q1 2024 | 495 | $5.24B |
| Q4 2023 | 493 | $5.47B |
| Q3 2023 | 493 | $4.43B |
| Q2 2023 | 478 | $5.12B |
| Q1 2023 | 514 | $5.23B |
| Q4 2022 | 509 | $5.71B |
| Q3 2022 | 505 | $4.42B |
| Q2 2022 | 521 | $4.85B |
| Q1 2022 | 526 | $7.19B |
| Q4 2021 | 568 | $7.16B |
| Q3 2021 | 557 | $7.23B |
| Q2 2021 | 561 | $7.81B |
| Q1 2021 | 535 | $7.39B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Invesco Ltd.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 51,454,867 | $918.0M | 0.02% | +115,833+0.2% | Added |
| BlackRock Inc. | 46,299,714 | $826.0M | 0.02% | +106,498+0.2% | Added |
| Trian Fund Management, L.P.SuperinvestorTrian Fund Management | 33,940,096 | $605.5M | 8.64% | 00.0% | Unchanged |
| State Street Corp | 21,102,803 | $376.5M | 0.02% | −2,615,724−11.0% | Reduced |
| Dimensional Fund Advisors LP | 13,798,051 | $246.2M | 0.07% | +2,592,039+23.1% | Added |
| Geode Capital Management, LLC | 9,752,324 | $173.7M | 0.02% | +125,251+1.3% | Added |
| Northern Trust Corp | 5,682,436 | $101.4M | 0.02% | −261,507−4.4% | Reduced |
| Citadel Advisors LLC | 5,356,135 | $95.6M | 0.10% | +3,390,285+172.5% | Added |
| Morgan Stanley | 4,951,933 | $88.3M | 0.01% | −456,933−8.4% | Reduced |
| Charles Schwab Investment Management Inc | 4,034,956 | $72.0M | 0.02% | +136,582+3.5% | Added |
| Fisher Asset Management, LLC | 3,921,248 | $70.0M | 0.04% | +391,933+11.1% | Added |
| Point72 Asset Management, L.P. | 3,756,500 | $67.0M | 0.20% | +3,507,900+1,411.1% | Added |
| Balyasny Asset Management LLC | 3,463,819 | $61.8M | 0.17% | +3,463,819 | New |
| Norges Bank | 3,347,124 | $59.7M | 0.01% | −308,409−8.4% | Reduced |
| Goldman Sachs Group Inc | 3,320,911 | $59.2M | 0.01% | −841,959−20.2% | Reduced |
| Millennium Management LLC | 2,677,092 | $47.8M | 0.05% | +945,701+54.6% | Added |
| Bank of New York Mellon Corp | 2,590,316 | $46.2M | 0.01% | −305,606−10.6% | Reduced |
| Barclays PLC | 2,568,016 | $45.8M | 0.02% | +714,786+38.6% | Added |
| Massachusetts Financial Services Co | 2,544,565 | $45.4M | 0.01% | −4,457,947−63.7% | Reduced |
| Swedbank AB | 2,500,000 | $44.6M | 0.07% | −35,289−1.4% | Reduced |
| Ameriprise Financial Inc | 2,135,025 | $38.1M | 0.01% | −115,903−5.1% | Reduced |
| Squarepoint Ops LLC | 1,918,726 | $34.2M | 0.14% | +1,075,710+127.6% | Added |
| AQR Capital Management LLC | 1,915,759 | $34.2M | 0.06% | −420,274−18.0% | Reduced |
| UBS Group AG | 1,690,625 | $30.2M | 0.01% | +5,571+0.3% | Added |
| Amundi | 1,687,561 | $30.0M | 0.01% | −4,073,853−70.7% | Reduced |
| Letko, Brosseau & Associates Inc | 1,669,663 | $29.8M | 0.54% | −43,700−2.6% | Reduced |
| American Century Companies Inc | 1,590,891 | $28.4M | 0.02% | −66,422−4.0% | Reduced |
| Holocene Advisors, LP | 1,579,839 | $28.2M | 0.11% | +1,129,339+250.7% | Added |
| Two Sigma Advisers, LP | 1,499,100 | $26.7M | 0.06% | +389,500+35.1% | Added |
| Price T Rowe Associates Inc | 1,439,073 | $25.7M | 0.00% | +52,881+3.8% | Added |
| Two Sigma Investments, LP | 1,355,011 | $24.2M | 0.06% | +325,550+31.6% | Added |
| AXA S.A. | 1,234,306 | $22.0M | 0.07% | +108,104+9.6% | Added |
| Marshall Wace, LLP | 1,213,213 | $21.6M | 0.04% | +1,213,213 | New |
| First Trust Advisors LP | 1,187,658 | $21.2M | 0.02% | +88,982+8.1% | Added |
| Pzena Investment Management LLC | 1,120,370 | $20.0M | 0.08% | −36,201−3.1% | Reduced |
| Deutsche Bank AG | 1,097,814 | $19.6M | 0.01% | −824,592−42.9% | Reduced |
| Nuveen Asset Management, LLC | 1,090,786 | $19.5M | 0.01% | −31,706−2.8% | Reduced |
| JPMorgan Chase & Co | 1,079,472 | $19.3M | 0.00% | +73,985+7.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 1,074,828 | $19.2M | 0.09% | +820,432+322.5% | Added |
| Royal Bank of Canada | 1,017,942 | $18.2M | 0.00% | −198,692−16.3% | Reduced |
| HSBC Holdings PLC | 929,376 | $16.6M | 0.02% | +180,239+24.1% | Added |
| Arrowstreet Capital, Limited Partnership | 913,510 | $16.3M | 0.02% | +903,193+8,754.4% | Added |
| KBC Group NV | 830,231 | $14.8M | 0.05% | −435,020−34.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 789,088 | $14.1M | 0.05% | +695,088+739.5% | Added |
| Rhumbline Advisers | 745,838 | $13.3M | 0.01% | −14,086−1.9% | Reduced |
| FMR LLC | 702,369 | $12.5M | 0.00% | −2,825,053−80.1% | Reduced |
| Bank of Nova Scotia | 698,979 | $12.5M | 0.02% | +386,870+124.0% | Added |
| AE Wealth Management LLC | 768,028 | $12.4M | 0.06% | −63,235−7.6% | Reduced |
| Bank of America Corp | 688,744 | $12.3M | 0.00% | −662,017−49.0% | Reduced |
| Voloridge Investment Management, LLC | 681,675 | $12.2M | 0.05% | +655,799+2,534.4% | Added |
| Legal & General Group Plc | 667,440 | $11.9M | 0.00% | −634,601−48.7% | Reduced |
| Susquehanna International Group, LLP | 666,256 | $11.9M | 0.02% | +430,706+182.9% | Added |
| Twinbeech Capital LP | 666,107 | $11.9M | 0.19% | +644,073+2,923.1% | Added |
| Swiss National Bank | 663,100 | $11.8M | 0.01% | +663,100 | New |
| UBS Asset Management Americas Inc | 657,809 | $11.7M | 0.00% | −1,194,841−64.5% | Reduced |
| California Public Employees Retirement System | 640,904 | $11.4M | 0.01% | −59,020−8.4% | Reduced |
| D. E. Shaw & Co., Inc. | 601,762 | $10.7M | 0.02% | −1,433,944−70.4% | Reduced |
| BNP Paribas Arbitrage, SA | 589,173 | $10.5M | 0.02% | +3,353+0.6% | Added |
| Alliancebernstein L.P. | 573,852 | $10.2M | 0.00% | +28,143+5.2% | Added |
| Prudential Financial Inc | 573,163 | $10.2M | 0.02% | −305,137−34.7% | Reduced |
| Olstein Capital Management, L.P. | 532,946 | $9.51M | 1.60% | −91,054−14.6% | Reduced |
| Cinctive Capital Management LP | 525,779 | $9.38M | 0.66% | +525,779 | New |
| Susquehanna Portfolio Strategies, LLC | 524,727 | $9.36M | 0.17% | +524,727 | New |
| Churchill Management Corp | 519,024 | $9.26M | 0.14% | +519,024 | New |
| Principal Financial Group Inc | 501,457 | $8.95M | 0.01% | −6,745−1.3% | Reduced |
| Cerity Partners LLC | 499,704 | $8.91M | 0.03% | +366,094+274.0% | Added |
| Weiss Multi-Strategy Advisers LLC | 480,814 | $8.58M | 0.22% | +480,814 | New |
| Robeco Institutional Asset Management B.V. | 477,511 | $8.52M | 0.02% | −761,214−61.5% | Reduced |
| Channing Capital Management, LLC | 475,275 | $8.48M | 0.25% | +475,275 | New |
| Interval Partners, LP | 453,515 | $8.09M | 0.35% | +453,515 | New |
| New York State Teachers Retirement System | 451,739 | $8.06M | 0.02% | +180.0% | Added |
| Adage Capital Partners GP, L.L.C. | 436,669 | $7.79M | 0.02% | −9,400−2.1% | Reduced |
| Credit Suisse AG | 426,523 | $7.61M | 0.01% | −188,676−30.7% | Reduced |
| State Board of Administration of Florida Retirement System | 426,209 | $7.60M | 0.02% | −47,144−10.0% | Reduced |
| Toronto Dominion Bank | 409,996 | $7.31M | 0.01% | −329,181−44.5% | Reduced |
| Wesleyan Assurance Society | 404,237 | $7.21M | 0.71% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 400,633 | $7.15M | 0.06% | +13,623+3.5% | Added |
| Insight Folios Inc | 382,501 | $6.82M | 2.95% | +28,498+8.1% | Added |
| Storebrand Asset Management AS | 379,165 | $6.76M | 0.02% | −13,453−3.4% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 370,725 | $6.61M | 0.03% | −673,304−64.5% | Reduced |
| California State Teachers Retirement System | 369,981 | $6.60M | 0.01% | −136,065−26.9% | Reduced |
| Bank of Montreal | 363,016 | $6.57M | 0.00% | −545,127−60.0% | Reduced |
| Manufacturers Life Insurance Company, The | 359,475 | $6.41M | 0.00% | +1,528+0.4% | Added |
| Jane Street Group, LLC | 335,563 | $5.99M | 0.01% | +183,523+120.7% | Added |
| New York State Common Retirement Fund | 311,679 | $5.56M | 0.01% | −37,916−10.8% | Reduced |
| Live Oak Private Wealth LLC | 306,183 | $5.46M | 1.03% | −9,933−3.1% | Reduced |
| South Dakota Investment Council | 295,448 | $5.27M | 0.11% | −10,000−3.3% | Reduced |
| SEI Investments Co | 285,731 | $5.10M | 0.01% | +60,343+26.8% | Added |
| Achmea Investment Management B.V. | 269,501 | $4.81M | 0.10% | +98,078+57.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 267,055 | $4.61M | 0.01% | −151,078−36.1% | Reduced |
| Poehling Capital Management, LLC | 256,697 | $4.58M | 1.45% | +2,426+1.0% | Added |
| Gifford Fong Associates | 255,393 | $4.56M | 0.97% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 251,124 | $4.48M | 0.02% | −1,047−0.4% | Reduced |
| Valueworks LLC | 247,964 | $4.42M | 1.50% | −1,345−0.5% | Reduced |
| American Financial Group Inc | 245,000 | $4.37M | 1.61% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 235,046 | $4.19M | 0.03% | +198,748+547.5% | Added |
| Cubist Systematic Strategies, LLC | 230,328 | $4.11M | 0.05% | +230,328 | New |
| LPL Financial LLC | 205,263 | $3.66M | 0.00% | +4,088+2.0% | Added |
| Illinois Municipal Retirement Fund | 204,606 | $3.65M | 0.06% | +60,394+41.9% | Added |
| Cacti Asset Management LLC | 198,350 | $3.58M | 0.30% | 00.0% | Unchanged |