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 |
|---|---|---|---|---|---|
| Impact Partnership Wealth, LLC | 18,817 | $335.7K | 0.12% | +5,447+40.7% | Added |
| Element Wealth, LLC | 19,377 | $345.7K | 0.22% | −3,134−13.9% | Reduced |
| MAI Capital Management | 19,837 | $353.9K | 0.00% | −519−2.5% | Reduced |
| Ieq Capital, LLC | 20,061 | $357.9K | 0.01% | −3,227−13.9% | Reduced |
| Veriti Management LLC | 20,092 | $358.4K | 0.03% | +20,092 | New |
| Cetera Investment Advisers | 20,272 | $361.6K | 0.00% | −1,253−5.8% | Reduced |
| NorthCrest Asset Manangement, LLC | 20,360 | $363.2K | 0.01% | −76−0.4% | Reduced |
| Altshuler Shaham Ltd | 20,543 | $366.5K | 0.02% | −2,356−10.3% | Reduced |
| Glenmede Trust Co NA | 20,620 | $367.9K | 0.00% | +7,182+53.4% | Added |
| Gratus Wealth Advisors, LLC | 21,018 | $375.0K | 0.07% | +21,018 | New |
| CIBC Private Wealth Group, LLC | 21,073 | $375.9K | 0.00% | +272+1.3% | Added |
| Farther Finance Advisors, LLC | 21,486 | $383.3K | 0.03% | +19,178+830.9% | Added |
| Russell Investments Group, Ltd. | 21,648 | $387.1K | 0.00% | −54,747−71.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 22,023 | $392.9K | 0.00% | +3,111+16.4% | Added |
| MML Investors Services, LLC | 22,407 | $400.0K | 0.00% | +972+4.5% | Added |
| Duality Advisers, LP | 22,624 | $403.6K | 0.04% | +22,624 | New |
| Hourglass Capital, LLC | 22,910 | $408.7K | 0.13% | −52,025−69.4% | Reduced |
| HighTower Advisors, LLC | 23,027 | $410.0K | 0.00% | −16,423−41.6% | Reduced |
| Ontario Teachers Pension Plan Board | 23,214 | $414.1K | 0.00% | +4,936+27.0% | Added |
| Retirement Planning Co of New England, Inc. | 23,225 | $414.3K | 0.19% | +5,389+30.2% | Added |
| Mather Group, LLC. | 23,576 | $420.6K | 0.01% | +7,912+50.5% | Added |
| O'Shaughnessy Asset Management, LLC | 23,577 | $420.6K | 0.01% | +10,365+78.5% | Added |
| Unison Advisors LLC | 23,715 | $423.1K | 0.04% | +343+1.5% | Added |
| GTS Securities LLC | 23,776 | $424.2K | 0.01% | +23,776 | New |
| New Mexico Educational Retirement Board | 23,814 | $425.0K | 0.02% | 00.0% | Unchanged |
| Ossiam | 24,180 | $431.4K | 0.01% | −250,772−91.2% | Reduced |
| William Blair Investment Management, LLC | 24,217 | $432.0K | 0.00% | −438−1.8% | Reduced |
| Diversified Trust Co | 24,282 | $433.2K | 0.01% | +24,282 | New |
| Wolverine Trading, LLC | 24,568 | $438.3K | 0.00% | +3,536+16.8% | Added |
| Handelsinvest Investeringsforvaltning | 25,187 | $449.0K | 0.18% | −164,813−86.7% | Reduced |
| Twin Tree Management, LP | 26,648 | $475.4K | 0.01% | +22,014+475.1% | Added |
| Equitable Holdings, Inc. | 27,160 | $484.5K | 0.01% | +401+1.5% | Added |
| Louisiana State Employees Retirement System | 27,200 | $485.2K | 0.01% | −600−2.2% | Reduced |
| Acadian Asset Management LLC | 27,426 | $489.0K | 0.00% | +27,426 | New |
| Rathbone Brothers plc | 27,764 | $495.3K | 0.00% | −2,252−7.5% | Reduced |
| Securian Asset Management, Inc | 28,465 | $507.8K | 0.01% | −3,728−11.6% | Reduced |
| Maryland State Retirement & Pension System | 28,738 | $512.7K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 28,800 | $513.8K | 0.12% | −3,725−11.5% | Reduced |
| Savant Capital, LLC | 29,250 | $521.8K | 0.01% | +8,451+40.6% | Added |
| Vontobel Holding Ltd. | 29,795 | $531.5K | 0.00% | −1,787−5.7% | Reduced |
| Kinneret Advisory, LLC | 29,864 | $532.8K | 0.06% | −191−0.6% | Reduced |
| Pacer Advisors, Inc. | 30,048 | $536.1K | 0.00% | −396,591−93.0% | Reduced |
| Hartford Investment Management Co | 30,178 | $538.4K | 0.02% | −313−1.0% | Reduced |
| Bank Ozk | 31,008 | $553.2K | 0.27% | −12,178−28.2% | Reduced |
| Tennessee Valley Asset Management Partners | 32,798 | $585.1K | 0.16% | +100+0.3% | Added |
| Ethic Inc. | 33,040 | $589.4K | 0.02% | −2,673−7.5% | Reduced |
| Crossmark Global Holdings, Inc. | 33,220 | $593.0K | 0.01% | +1,806+5.7% | Added |
| LMR Partners LLP | 34,112 | $608.6K | 0.02% | +34,112 | New |
| Stock Yards Bank & Trust Co | 34,252 | $611.1K | 0.02% | −2,740−7.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 34,409 | $614.0K | 0.00% | −2,175−5.9% | Reduced |
| Public Employees Retirement Association of Colorado | 34,624 | $618.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 34,659 | $618.3K | 0.00% | +10,345+42.5% | Added |
| Everence Capital Management Inc | 34,830 | $621.0K | 0.04% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 34,957 | $623.6K | 0.02% | +4,799+15.9% | Added |
| Oregon Public Employees Retirement Fund | 35,086 | $625.9K | 0.01% | −54,160−60.7% | Reduced |
| Cresset Asset Management, LLC | 35,391 | $631.4K | 0.00% | +8,113+29.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 35,484 | $633.0K | 0.04% | +24,277+216.6% | Added |
| Kentucky Retirement Systems | 35,969 | $641.7K | 0.02% | −400−1.1% | Reduced |
| Sciencast Management LP | 36,333 | $648.2K | 0.35% | +36,333 | New |
| Teachers Retirement System of the State of Kentucky | 36,424 | $649.0K | 0.01% | −2,278−5.9% | Reduced |
| Cornercap Investment Counsel Inc | 36,792 | $656.4K | 0.11% | +36,792 | New |
| Impax Asset Management Group plc | 37,100 | $661.9K | 0.00% | +37,100 | New |
| Captrust Financial Advisors | 38,480 | $686.5K | 0.00% | +5,080+15.2% | Added |
| Commerce Bank | 38,787 | $692.0K | 0.00% | +25,909+201.2% | Added |
| Paradigm Asset Management Co LLC | 39,000 | $695.8K | 0.18% | −1,200−3.0% | Reduced |
| CI Private Wealth, LLC | 39,163 | $698.7K | 0.00% | +9,254+30.9% | Added |
| Cetera Advisor Networks LLC | 40,093 | $715.3K | 0.00% | +4,122+11.5% | Added |
| State of Wisconsin Investment Board | 40,665 | $725.5K | 0.00% | −142,173−77.8% | Reduced |
| Teacher Retirement System of Texas | 40,768 | $727.0K | 0.00% | +14,183+53.3% | Added |
| Allspring Global Investments Holdings, LLC | 40,942 | $730.4K | 0.00% | −197,288−82.8% | Reduced |
| HRT Financial LP | 41,482 | $740.0K | 0.01% | +41,482 | New |
| Jump Financial, LLC | 41,585 | $741.9K | 0.02% | −188,640−81.9% | Reduced |
| Brevan Howard Capital Management LP | 41,958 | $748.5K | 0.08% | +41,958 | New |
| 1832 Asset Management L.P. | 44,624 | $796.1K | 0.00% | −2,396−5.1% | Reduced |
| HAP Trading, LLC | 44,675 | $797.0K | 0.23% | +44,675 | New |
| Edgestream Partners, L.P. | 45,289 | $808.0K | 0.06% | +45,289 | New |
| Point72 Europe (London) LLP | 45,610 | $813.7K | 0.10% | +45,610 | New |
| Wright Investors Service Inc | 45,843 | $817.8K | 0.23% | −8,432−15.5% | Reduced |
| JustInvest LLC | 46,304 | $826.1K | 0.02% | +3,141+7.3% | Added |
| D.A. Davidson & Co. | 48,340 | $862.4K | 0.01% | −1,460−2.9% | Reduced |
| Strategic Advisors LLC | 48,500 | $865.2K | 0.16% | −5,000−9.3% | Reduced |
| State of Alaska, Department of Revenue | 48,546 | $866.0K | 0.01% | −4,760−8.9% | Reduced |
| Mackenzie Financial Corp | 48,596 | $867.0K | 0.00% | −12,062−19.9% | Reduced |
| Morningstar Investment Services LLC | 49,393 | $893.0K | 0.01% | +24,985+102.4% | Added |
| Verition Fund Management LLC | 50,556 | $901.9K | 0.01% | +18,723+58.8% | Added |
| Lecap Asset Management Ltd | 50,591 | $902.5K | 0.33% | +50,591 | New |
| Pathstone Holdings, LLC | 50,925 | $911.5K | 0.00% | +50,925 | New |
| Private Advisor Group, LLC | 51,635 | $921.2K | 0.01% | −969−1.8% | Reduced |
| Gold Investment Management Ltd. | 52,743 | $940.9K | 0.40% | +52,743 | New |
| Mariner, LLC | 53,589 | $956.0K | 0.00% | −6,417−10.7% | Reduced |
| Fox Run Management, L.L.C. | 54,328 | $969.2K | 0.25% | +54,328 | New |
| Capital Fund Management S.A. | 55,018 | $981.5K | 0.01% | +55,018 | New |
| Aquatic Capital Management LLC | 55,200 | $985.0K | 0.03% | +55,200 | New |
| Rothschild Investment LLC | 55,681 | $993.3K | 0.08% | +55,681 | New |
| Axq Capital, LP | 57,100 | $1.02M | 0.27% | +34,800+156.1% | Added |
| Xponance, Inc. | 58,280 | $1.04M | 0.01% | −12,184−17.3% | Reduced |
| Neuberger Berman Group LLC | 59,170 | $1.06M | 0.00% | +4,918+9.1% | Added |
| CIBC Asset Management Inc | 59,765 | $1.07M | 0.00% | −4,119−6.4% | Reduced |
| Mutual of America Capital Management LLC | 59,991 | $1.07M | 0.01% | −2,624−4.2% | Reduced |
| Empowered Funds, LLC | 62,048 | $1.11M | 0.03% | +62,048 | New |