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, 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
- +$928.4M (+21.1%) 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 | 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, 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 |
|---|---|---|---|---|---|
| Abound Wealth Management | 0 | $7 | 0.00% | −168−100.0% | Reduced |
| SOA Wealth Advisors, LLC. | 7 | $119 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 11 | $196 | 0.00% | −25−69.4% | Reduced |
| Delos Wealth Advisors, LLC | 18 | $322 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 24 | $428 | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 24 | $428 | 0.00% | +24 | New |
| Proequities, Inc. | 26 | $463 | 0.00% | +26 | New |
| Dunhill Financial, LLC | 33 | $592 | 0.00% | +33 | New |
| Raffa Wealth Management, LLC | 34 | $607 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 40 | $714 | 0.00% | +40 | New |
| Carolinas Wealth Consulting LLC | 41 | $731 | 0.00% | 00.0% | Unchanged |
| Livelsberger Financial Advisory | 43 | $766 | 0.00% | +43 | New |
| Spire Wealth Management | 45 | $769 | 0.00% | −188−80.7% | Reduced |
| Baystate Wealth Management LLC | 47 | $845 | 0.00% | +8+20.5% | Added |
| Oakworth Capital, Inc. | 48 | $856 | 0.00% | −600−92.6% | Reduced |
| Sugarloaf Wealth Management, LLC | 50 | $892 | 0.00% | −920−94.8% | Reduced |
| AdvisorNet Financial, Inc | 56 | $999 | 0.00% | +56 | New |
| City State Bank | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 64 | $1.14K | 0.00% | +64 | New |
| MV Capital Management, Inc. | 66 | $1.18K | 0.00% | −567−89.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 69 | $1.23K | 0.00% | +69 | New |
| Addison Advisors LLC | 77 | $1.37K | 0.00% | +77 | New |
| Rakuten Securities, Inc. | 80 | $1.43K | 0.00% | +80 | New |
| Crewe Advisors LLC | 85 | $1.52K | 0.00% | +85 | New |
| SJS Investment Consulting Inc. | 86 | $1.53K | 0.00% | +10+13.2% | Added |
| Tidemark, LLC | 100 | $1.78K | 0.00% | +100 | New |
| Concord Wealth Partners | 102 | $1.82K | 0.00% | −420−80.5% | Reduced |
| Chilton Capital Management LLC | 109 | $1.95K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 112 | $2.00K | 0.00% | +112 | New |
| Prestige Wealth Management Group LLC | 118 | $2.11K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 122 | $2.18K | 0.00% | −13−9.6% | Reduced |
| Manchester Capital Management LLC | 132 | $2.35K | 0.00% | +132 | New |
| Private Ocean, LLC | 134 | $2.39K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 142 | $2.53K | 0.00% | +97+215.6% | Added |
| Sound Income Strategies, LLC | 144 | $2.57K | 0.00% | +99+220.0% | Added |
| Rogco, LP | 150 | $2.68K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 160 | $2.85K | 0.00% | +31+24.0% | Added |
| Loomis Sayles & Co L P | 191 | $3.00K | 0.00% | +191 | New |
| JJJ Advisors Inc. | 169 | $3.02K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 171 | $3.05K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 179 | $3.19K | 0.00% | +179 | New |
| Lee Financial Co | 185 | $3.30K | 0.00% | +185 | New |
| Caitlin John, LLC | 192 | $3.43K | 0.00% | +192 | New |
| Hexagon Capital Partners LLC | 193 | $3.44K | 0.00% | −242−55.6% | Reduced |
| Eukles Asset Management | 200 | $3.57K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 207 | $3.69K | 0.00% | +207 | New |
| Cape Investment Advisory, Inc. | 207 | $3.69K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 219 | $3.91K | 0.00% | −159−42.1% | Reduced |
| Hazlett, Burt & Watson, Inc. | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 236 | $4.22K | 0.00% | +220+1,375.0% | Added |
| Private Wealth Management Group, LLC | 244 | $4.35K | 0.00% | +244 | New |
| Farmers & Merchants Investments Inc | 247 | $4.41K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 249 | $4.44K | 0.00% | +249 | New |
| Glassman Wealth Services | 256 | $4.57K | 0.00% | +69+36.9% | Added |
| Gradient Investments LLC | 265 | $4.73K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 267 | $4.76K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 269 | $4.80K | 0.00% | −590−68.7% | Reduced |
| GWM Advisors LLC | 275 | $4.91K | 0.00% | −19,352−98.6% | Reduced |
| Benjamin Edwards Inc | 256 | $5.00K | 0.00% | +256 | New |
| IFP Advisors, Inc | 298 | $5.31K | 0.00% | +115+62.8% | Added |
| Smartleaf Asset Management LLC | 314 | $5.67K | 0.00% | +314 | New |
| GW&K Investment Management, LLC | 358 | $6.00K | 0.00% | −24−6.3% | Reduced |
| Zions Bancorporation, N.A. | 373 | $6.65K | 0.00% | −148−28.4% | Reduced |
| First Horizon Advisors, Inc. | 395 | $7.05K | 0.00% | −424−51.8% | Reduced |
| Fortitude Family Office, LLC | 407 | $7.26K | 0.01% | +407 | New |
| Red Tortoise LLC | 446 | $7.96K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 450 | $8.03K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 494 | $8.36K | 0.00% | +162+48.8% | Added |
| Bell Investment Advisors, Inc | 515 | $9.19K | 0.00% | +93+22.0% | Added |
| FinTrust Capital Advisors, LLC | 555 | $9.90K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 703 | $10.0K | 0.00% | +207+41.7% | Added |
| Umb Bank N A | 575 | $10.3K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 600 | $10.7K | 0.01% | 00.0% | Unchanged |
| Mycio Wealth Partners, LLC | 605 | $10.8K | 0.00% | −83−12.1% | Reduced |
| Lazard Asset Management LLC | 668 | $11.0K | 0.00% | +134+25.1% | Added |
| Vima LLC | 623 | $11.1K | 0.03% | +623 | New |
| Ci Investments Inc. | 675 | $12.0K | 0.00% | −14−2.0% | Reduced |
| Nalls Sherbakoff Group, LLC | 690 | $12.3K | 0.01% | +9+1.3% | Added |
| O'Dell Group, LLC | 696 | $12.4K | 0.00% | +696 | New |
| Allworth Financial LP | 711 | $12.7K | 0.00% | −767−51.9% | Reduced |
| Salem Investment Counselors Inc | 750 | $13.4K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 763 | $13.6K | 0.00% | −39−4.9% | Reduced |
| Parkside Financial Bank & Trust | 806 | $14.4K | 0.00% | −263−24.6% | Reduced |
| Principal Securities, Inc. | 868 | $15.5K | 0.00% | +868 | New |
| EdgeRock Capital LLC | 1,042 | $16.5K | 0.01% | +1,042 | New |
| Sunbelt Securities, Inc. | 949 | $16.9K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 950 | $16.9K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 953 | $17.0K | 0.00% | +56+6.2% | Added |
| Central Trust Co | 1,000 | $17.8K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 1,000 | $17.8K | 0.03% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,045 | $18.0K | 0.00% | +605+137.5% | Added |
| Avondale Wealth Management | 1,050 | $18.7K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,072 | $19.1K | 0.00% | −571−34.8% | Reduced |
| Federated Hermes, Inc. | 1,121 | $20.0K | 0.00% | −7,327−86.7% | Reduced |
| Castleview Partners, LLC | 1,123 | $20.0K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 1,155 | $20.6K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,198 | $21.4K | 0.00% | +538+81.5% | Added |
| Creative Financial Designs Inc | 1,287 | $23.0K | 0.00% | +1,212+1,616.0% | Added |
| Denali Advisors LLC | 1,337 | $23.9K | 0.01% | +310+30.2% | Added |
| Private Trust Co NA | 1,353 | $24.1K | 0.00% | +86+6.8% | Added |