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 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 62,319 | $1.11M | 0.00% | −48,550−43.8% | Reduced |
| New York Life Investment Management LLC | 62,465 | $1.11M | 0.01% | −349−0.6% | Reduced |
| Aviance Capital Partners, LLC | 63,102 | $1.13M | 0.24% | −7,241−10.3% | Reduced |
| Utah Retirement Systems | 63,678 | $1.14M | 0.01% | −100−0.2% | Reduced |
| Omers Administration Corp | 64,500 | $1.15M | 0.01% | +64,500 | New |
| Oak Thistle LLC | 65,346 | $1.17M | 0.33% | +65,346 | New |
| Public Sector Pension Investment Board | 67,234 | $1.20M | 0.01% | −24,233−26.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 67,277 | $1.20M | 0.00% | −707,107−91.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 67,682 | $1.21M | 0.00% | +7,904+13.2% | Added |
| Kestra Advisory Services, LLC | 68,377 | $1.22M | 0.01% | +16,562+32.0% | Added |
| Envestnet Asset Management Inc | 68,744 | $1.23M | 0.00% | +5,160+8.1% | Added |
| Handelsbanken Fonder AB | 68,800 | $1.23M | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 69,188 | $1.23M | 0.12% | −3,225−4.5% | Reduced |
| State of Tennessee, Treasury Department | 70,475 | $1.26M | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 71,425 | $1.27M | 0.02% | +43,683+157.5% | Added |
| Tower Research Capital LLC (TRC) | 72,236 | $1.29M | 0.02% | +56,829+368.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 72,349 | $1.29M | 0.12% | +72,349 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 72,388 | $1.29M | 0.02% | −12,162−14.4% | Reduced |
| ClearAlpha Technologies LP | 72,433 | $1.29M | 0.49% | +72,433 | New |
| Raymond James & Associates | 73,021 | $1.30M | 0.00% | +7,104+10.8% | Added |
| Bayesian Capital Management, LP | 73,200 | $1.31M | 0.14% | +48,500+196.4% | Added |
| La Banque Postale Asset Management SA | 73,388 | $1.31M | 0.03% | −23,736−24.4% | Reduced |
| Mork Capital Management, LLC | 73,400 | $1.31M | 0.81% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 75,860 | $1.35M | 0.00% | +6,994+10.2% | Added |
| Worldquant Millennium Advisors LLC | 77,763 | $1.39M | 0.02% | +77,763 | New |
| Yousif Capital Management, LLC | 78,102 | $1.39M | 0.02% | −1,286−1.6% | Reduced |
| TD Asset Management Inc | 78,692 | $1.40M | 0.00% | −26,390−25.1% | Reduced |
| Czech National Bank | 78,736 | $1.40M | 0.02% | +327+0.4% | Added |
| Standard Life Aberdeen plc | 79,056 | $1.41M | 0.00% | −497,184−86.3% | Reduced |
| Quinn Opportunity Partners LLC | 79,731 | $1.42M | 0.16% | −70,000−46.8% | Reduced |
| Erste Asset Management GmbH | 79,190 | $1.43M | 0.02% | +4,131+5.5% | Added |
| B.O.S.S. Retirement Advisors, LLC | 81,954 | $1.46M | 0.28% | −10,448−11.3% | Reduced |
| Kestra Private Wealth Services, LLC | 82,796 | $1.48M | 0.04% | +13,027+18.7% | Added |
| Mercer Global Advisors Inc | 86,807 | $1.55M | 0.00% | +14,122+19.4% | Added |
| Harmony Asset Management LLC | 87,125 | $1.55M | 0.66% | +87,125 | New |
| QRG Capital Management, Inc. | 88,317 | $1.58M | 0.02% | −260.0% | Reduced |
| Baird Financial Group, Inc. | 89,527 | $1.60M | 0.00% | −12,732−12.5% | Reduced |
| CIBC World Markets Corp | 91,741 | $1.64M | 0.01% | +19,690+27.3% | Added |
| Wealthfront Advisers LLC | 94,009 | $1.68M | 0.01% | −3,941−4.0% | Reduced |
| Arizona State Retirement System | 94,057 | $1.68M | 0.01% | +308+0.3% | Added |
| Trexquant Investment LP | 94,659 | $1.69M | 0.04% | +20,083+26.9% | Added |
| Pictet Asset Management Holding SA | 96,113 | $1.71M | 0.00% | −130,748−57.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 98,446 | $1.76M | 0.01% | +8,243+9.1% | Added |
| Retirement Systems of Alabama | 99,078 | $1.77M | 0.01% | −2,358−2.3% | Reduced |
| Texas Permanent School Fund | 99,122 | $1.77M | 0.02% | −1,023−1.0% | Reduced |
| Commonwealth Equity Services, LLC | 99,739 | $1.78M | 0.00% | −92,154−48.0% | Reduced |
| Highland Capital Management, LLC | 101,258 | $1.81M | 0.11% | −305−0.3% | Reduced |
| Ensign Peak Advisors, Inc | 102,970 | $1.84M | 0.00% | −9,010−8.0% | Reduced |
| Franklin Resources Inc | 103,674 | $1.85M | 0.00% | −125,439−54.7% | Reduced |
| ARGA Investment Management, LP | 107,164 | $1.91M | 0.07% | +57,476+115.7% | Added |
| MetLife Investment Management | 107,443 | $1.92M | 0.01% | −1,817−1.7% | Reduced |
| Truist Financial Corp | 108,457 | $1.93M | 0.00% | −12,578−10.4% | Reduced |
| National Bank of Canada | 112,635 | $2.00M | 0.00% | −272,817−70.8% | Reduced |
| Paralel Advisors LLC | 116,749 | $2.08M | 0.11% | 00.0% | Unchanged |
| American International Group, Inc. | 117,174 | $2.09M | 0.01% | −812−0.7% | Reduced |
| Teza Capital Management LLC | 117,262 | $2.09M | 0.35% | +97,215+484.9% | Added |
| Man Group plc | 122,272 | $2.18M | 0.01% | – | – |
| Mirae Asset Global Investments Co., Ltd. | 122,914 | $2.19M | 0.00% | +57,076+86.7% | Added |
| State of Michigan Retirement System | 123,098 | $2.20M | 0.01% | −11,252−8.4% | Reduced |
| Amalgamated Bank | 123,976 | $2.21M | 0.02% | −7,783−5.9% | Reduced |
| Great West Life Assurance Co | 125,842 | $2.24M | 0.00% | −123,387−49.5% | Reduced |
| Systematic Alpha Investments, LLC | 126,193 | $2.25M | 0.10% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 129,900 | $2.32M | 0.00% | +129,900 | New |
| ProShare Advisors LLC | 129,894 | $2.32M | 0.01% | −4,771−3.5% | Reduced |
| Canada Pension Plan Investment Board | 133,900 | $2.39M | 0.00% | +85,800+178.4% | Added |
| Voya Investment Management LLC | 135,997 | $2.43M | 0.00% | −5,132−3.6% | Reduced |
| Natixis | 138,761 | $2.48M | 0.02% | +116,337+518.8% | Added |
| Scotia Capital Inc. | 139,245 | $2.48M | 0.02% | −1,709−1.2% | Reduced |
| Alexander Randolph Advisory, Inc. | 139,905 | $2.50M | 2.27% | +139,905 | New |
| Guggenheim Capital LLC | 140,662 | $2.51M | 0.02% | +63,388+82.0% | Added |
| WBI Investments | 140,973 | $2.51M | 0.50% | +129,808+1,162.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 144,469 | $2.58M | 0.03% | −55,977−27.9% | Reduced |
| Alaska Permanent Fund Corp | 145,267 | $2.59M | 0.04% | +767+0.5% | Added |
| Victory Capital Management Inc | 147,161 | $2.63M | 0.00% | +69,754+90.1% | Added |
| Stifel Financial Corp | 148,625 | $2.65M | 0.00% | +57,641+63.4% | Added |
| Gabelli Funds LLC | 155,000 | $2.77M | 0.02% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 158,800 | $2.83M | 0.02% | −7,990−4.8% | Reduced |
| Treasurer of the State of North Carolina | 161,080 | $2.87M | 0.01% | +1,570+1.0% | Added |
| Thrivent Financial for Lutherans | 165,616 | $2.96M | 0.01% | −12,999−7.3% | Reduced |
| Public Employees Retirement System of Ohio | 167,972 | $3.00M | 0.01% | +3,784+2.3% | Added |
| Wells Fargo & Company | 171,257 | $3.06M | 0.00% | +15,692+10.1% | Added |
| Quantinno Capital Management LP | 173,433 | $3.09M | 0.11% | +124,612+255.2% | Added |
| Quantbot Technologies LP | 174,468 | $3.11M | 0.18% | +92,714+113.4% | Added |
| Janus Henderson Group PLC | 177,221 | $3.16M | 0.00% | +120,895+214.6% | Added |
| Trilogy Capital Inc. | 177,538 | $3.17M | 0.20% | +18,270+11.5% | Added |
| Redwood Investment Management, LLC | 180,042 | $3.21M | 0.29% | −38,475−17.6% | Reduced |
| Point72 Middle East FZE | 181,184 | $3.23M | 0.22% | +181,184 | New |
| State of New Jersey Common Pension Fund D | 181,736 | $3.24M | 0.01% | +10,948+6.4% | Added |
| Engineers Gate Manager LP | 186,673 | $3.33M | 0.10% | +186,673 | New |
| Citigroup Inc | 188,220 | $3.36M | 0.00% | −110,390−37.0% | Reduced |
| Rafferty Asset Management, LLC | 191,231 | $3.41M | 0.01% | +12,448+7.0% | Added |
| SG Americas Securities, LLC | 196,319 | $3.50M | 0.04% | −863−0.4% | Reduced |
| Continental Advisors LLC | 196,354 | $3.50M | 3.16% | −132,717−40.3% | Reduced |
| Cacti Asset Management LLC | 198,350 | $3.58M | 0.31% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 204,606 | $3.65M | 0.06% | +60,394+41.9% | Added |
| LPL Financial LLC | 205,263 | $3.66M | 0.00% | +4,088+2.0% | Added |
| Cubist Systematic Strategies, LLC | 230,328 | $4.11M | 0.05% | +230,328 | New |
| Schonfeld Strategic Advisors LLC | 235,046 | $4.19M | 0.03% | +198,748+547.5% | Added |
| American Financial Group Inc | 245,000 | $4.37M | 1.61% | 00.0% | Unchanged |
| Valueworks LLC | 247,964 | $4.42M | 1.50% | −1,345−0.5% | Reduced |