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 |
|---|---|---|---|---|---|
| Capital Analysts, LLC | 1,520 | $27.0K | 0.00% | −353−18.8% | Reduced |
| Deseret Mutual Benefit Administrators | 1,521 | $27.1K | 0.02% | −434−22.2% | Reduced |
| Bessemer Group Inc | 1,574 | $28.0K | 0.00% | +317+25.2% | Added |
| Gables Capital Management Inc. | 1,634 | $29.2K | 0.02% | +700+74.9% | Added |
| Orion Capital Management LLC | 1,700 | $30.3K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,900 | $34.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,984 | $35.4K | 0.00% | +486+32.4% | Added |
| Pinnacle Bancorp, Inc. | 2,000 | $35.7K | 0.01% | +1,000+100.0% | Added |
| Penserra Capital Management LLC | 2,044 | $36.0K | 0.00% | −432−17.4% | Reduced |
| Quarry LP | 2,060 | $36.8K | 0.02% | +2,060 | New |
| Abich Financial Wealth Management LLC | 2,421 | $43.2K | 0.04% | +2,421 | New |
| EverSource Wealth Advisors, LLC | 2,462 | $43.9K | 0.00% | +1,589+182.0% | Added |
| Silvant Capital Management LLC | 2,649 | $47.3K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,945 | $52.5K | 0.00% | +766+35.2% | Added |
| Huntington National Bank | 3,070 | $54.8K | 0.00% | +542+21.4% | Added |
| Parallel Advisors, LLC | 3,343 | $59.6K | 0.00% | +959+40.2% | Added |
| TD Private Client Wealth LLC | 3,621 | $64.6K | 0.00% | +1,273+54.2% | Added |
| Advisory Services Network, LLC | 3,854 | $68.8K | 0.00% | +3,854 | New |
| GAMMA Investing LLC | 4,611 | $73.0K | 0.02% | +4,611 | New |
| Macquarie Group Ltd | 4,300 | $77.0K | 0.00% | −124,296−96.7% | Reduced |
| UniSuper Management Pty Ltd | 4,367 | $77.9K | 0.00% | +2,067+89.9% | Added |
| Asset Management One Co.,Ltd. | 4,352 | $78.6K | 0.00% | −157,089−97.3% | Reduced |
| Quent Capital, LLC | 4,758 | $84.9K | 0.01% | −428−8.3% | Reduced |
| TD Waterhouse Canada Inc. | 4,731 | $88.7K | 0.00% | +1,637+52.9% | Added |
| Optimum Investment Advisors | 5,300 | $94.6K | 0.05% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 5,370 | $95.8K | 0.00% | −32,869−86.0% | Reduced |
| Cutler Group LP | 5,512 | $98.0K | 0.01% | +5,511+551,100.0% | Added |
| Kapitalo Investimentos Ltda | 5,515 | $98.4K | 0.02% | −8,185−59.7% | Reduced |
| Ameritas Investment Partners, Inc. | 5,598 | $99.9K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 6,107 | $108.9K | 0.00% | +6,107 | New |
| MCF Advisors LLC | 6,182 | $110.3K | 0.01% | +855+16.1% | Added |
| CWM, LLC | 6,260 | $112.0K | 0.00% | +53+0.9% | Added |
| Advisors Asset Management, Inc. | 6,436 | $114.8K | 0.00% | +5,792+899.4% | Added |
| United Community Bank | 7,584 | $135.3K | 0.06% | +7,584 | New |
| DekaBank Deutsche Girozentrale | 8,461 | $152.0K | 0.00% | −46,200−84.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 8,610 | $153.6K | 0.00% | −13,670−61.4% | Reduced |
| Van Eck Associates Corp | 8,967 | $160.0K | 0.00% | −3,386−27.4% | Reduced |
| Simplex Trading, LLC | 9,040 | $161.0K | 0.01% | +9,040 | New |
| Horizon Investments, LLC | 9,188 | $163.9K | 0.00% | +1,073+13.2% | Added |
| Fayez Sarofim & Co | 10,691 | $170.0K | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 10,000 | $178.4K | 0.08% | 00.0% | Unchanged |
| Covestor Ltd | 10,286 | $183.0K | 0.13% | +4,707+84.4% | Added |
| Nomura Asset Management Co Ltd | 10,280 | $183.4K | 0.00% | −96,242−90.3% | Reduced |
| Meeder Asset Management Inc | 10,655 | $190.1K | 0.01% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 10,761 | $192.0K | 0.02% | −9,366−46.5% | Reduced |
| Meridian Wealth Advisors, LLC | 10,798 | $192.6K | 0.04% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 10,825 | $193.0K | 0.02% | +10,825 | New |
| Cooper Financial Group | 10,923 | $194.9K | 0.04% | +264+2.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 10,936 | $195.0K | 0.00% | −955,349−98.9% | Reduced |
| Perennial Investment Advisors, LLC | 10,972 | $195.7K | 0.03% | +10,972 | New |
| Iron Financial, LLC | 11,103 | $198.1K | 0.11% | −545−4.7% | Reduced |
| Meritage Group LP | 11,238 | $200.0K | 0.00% | +11,238 | New |
| Perigon Wealth Management, LLC | 11,243 | $200.6K | 0.01% | −316−2.7% | Reduced |
| VitalStone Financial, LLC | 11,247 | $201.0K | 0.16% | +11,247 | New |
| Visionary Wealth Advisors | 11,496 | $205.1K | 0.02% | −498−4.2% | Reduced |
| FJ Investments, LLC | 11,750 | $209.6K | 0.01% | +11,750 | New |
| V-Square Quantitative Management LLC | 11,772 | $210.0K | 0.05% | −2,069−14.9% | Reduced |
| Harbour Investments, Inc. | 11,842 | $211.3K | 0.01% | +160+1.4% | Added |
| Novare Capital Management LLC | 12,000 | $214.1K | 0.02% | −2,500−17.2% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 12,026 | $215.0K | 0.00% | −125,158−91.2% | Reduced |
| Daiwa Securities Group Inc. | 12,046 | $215.0K | 0.00% | −18,947−61.1% | Reduced |
| Investors Asset Management of Georgia Inc | 12,065 | $215.2K | 0.11% | +19+0.2% | Added |
| Modera Wealth Management, LLC | 12,394 | $221.1K | 0.00% | −1,162−8.6% | Reduced |
| Caldwell Trust Co | 12,703 | $226.6K | 0.03% | +3,925+44.7% | Added |
| Credit Agricole S A | 12,719 | $226.9K | 0.00% | +8,498+201.3% | Added |
| Moors & Cabot, Inc. | 12,878 | $229.7K | 0.01% | +12,878 | New |
| Oxford Financial Group Ltd | 12,944 | $230.9K | 0.02% | +171+1.3% | Added |
| Dorsey & Whitney Trust CO LLC | 12,954 | $231.1K | 0.02% | −1,045−7.5% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 12,988 | $231.7K | 0.06% | +12,988 | New |
| Keystone Financial Group | 13,038 | $232.6K | 0.04% | +63+0.5% | Added |
| Cetera Advisors LLC | 13,369 | $238.5K | 0.00% | +19+0.1% | Added |
| M&T Bank Corp | 13,988 | $249.5K | 0.00% | −778−5.3% | Reduced |
| Leonteq Securities AG | 14,058 | $250.8K | 0.03% | −13,827−49.6% | Reduced |
| Wedmont Private Capital | 14,026 | $255.6K | 0.02% | +14,026 | New |
| Truvestments Capital LLC | 14,394 | $256.8K | 0.12% | −4,521−23.9% | Reduced |
| Signaturefd, LLC | 14,507 | $258.8K | 0.01% | +3,214+28.5% | Added |
| Greenleaf Trust | 14,764 | $263.4K | 0.00% | +14,764 | New |
| Korea Investment CORP | 14,835 | $264.7K | 0.00% | −58,493−79.8% | Reduced |
| Putnam Investments LLC | 15,019 | $267.9K | 0.00% | −2,639−14.9% | Reduced |
| EPG Wealth Management LLC | 17,644 | $268.9K | 0.07% | +660+3.9% | Added |
| Fifth Third Bancorp | 15,133 | $270.0K | 0.00% | +3,664+31.9% | Added |
| Eagle Rock Investment Company, LLC | 15,175 | $270.7K | 0.06% | 00.0% | Unchanged |
| NBC Securities, Inc. | 15,235 | $271.0K | 0.03% | −1,190−7.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 15,366 | $274.1K | 0.00% | −10,554−40.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 15,684 | $279.6K | 0.00% | −194,330−92.5% | Reduced |
| Natixis Advisors, L.P. | 15,849 | $282.0K | 0.00% | −3,939−19.9% | Reduced |
| NinePointTwo Capital | 16,003 | $285.0K | 0.11% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 16,016 | $285.7K | 0.02% | −222−1.4% | Reduced |
| Beacon Investment Advisory Services, Inc. | 16,085 | $287.0K | 0.01% | +44+0.3% | Added |
| United Capital Financial Advisers, LLC | 16,101 | $287.2K | 0.00% | −3,382−17.4% | Reduced |
| Norinchukin Bank, The | 16,102 | $287.3K | 0.01% | −2,532−13.6% | Reduced |
| United Services Automobile Association | 16,121 | $287.6K | 0.01% | +16,121 | New |
| Ethos Financial Group, LLC | 16,179 | $289.0K | 0.06% | +16,179 | New |
| DGS Capital Management, LLC | 16,208 | $289.2K | 0.11% | −705−4.2% | Reduced |
| Purus Wealth Management, LLC | 17,306 | $308.7K | 0.18% | +230+1.3% | Added |
| Tudor Investment Corp Et Al | 17,338 | $309.3K | 0.00% | −120,643−87.4% | Reduced |
| US Bancorp | 17,801 | $317.6K | 0.00% | −3,779−17.5% | Reduced |
| Boothbay Fund Management, LLC | 17,895 | $319.2K | 0.01% | +17,895 | New |
| Metropolitan Life Insurance Co | 18,298 | $326.4K | 0.02% | −263−1.4% | Reduced |
| Centennial Wealth Advisory LLC | 18,521 | $330.4K | 0.17% | +173+0.9% | Added |