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.
Q4 2023 vs. Q3 2023
How the institutions holding Invesco Ltd. changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Of which not filed for Q4 2023 | Q4 2023 | Change |
|---|---|---|---|---|
| Holders | 493 | 5 | 493 | +5 |
| Shares | 303.6M | 158.7K | 299.3M | −4.15M (−1.4%) |
| Value | $4.41B | $2.31M | $5.34B | +$928.4M (+21.1%) |
5 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (90)
Institutions that held Invesco Ltd. at the end of Q4 2023 but not at the end of Q3 2023.
Sold out (85)
Institutions that held Invesco Ltd. at the end of Q3 2023 and filed for Q4 2023 without it.
Not filed for Q4 2023 yet (5)
Institutions that held Invesco Ltd. at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Rothschild Investment Corp | 61,845 | $898.0K |
| First Republic Investment Management, Inc. | 40,964 | $594.8K |
| Advisor Partners II, LLC | 35,351 | $513.3K |
| Pathstone Family Office, LLC | 20,262 | $296.6K |
| Steward Financial Group LLC | 278 | $4.00K |