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 |
|---|---|---|---|---|---|
| Mn Services Vermogensbeheer B.V. | 0 | $0 | 0.00% | −165,925−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −136,082−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −130,000−100.0% | Sold out |
| Bremer Bank National Association | 0 | $0 | 0.00% | −108,791−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −102,532−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −100,029−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −78,936−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −73,444−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −71,233−100.0% | Sold out |
| DnB Asset Management AS | 0 | $0 | 0.00% | −68,560−100.0% | Sold out |
| Connectus Wealth, LLC | 0 | $0 | 0.00% | −66,159−100.0% | Sold out |
| IFM Investors Pty Ltd | 0 | $0 | 0.00% | −65,513−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −64,418−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −56,718−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −54,473−100.0% | Sold out |
| Shell Asset Management Co | 0 | $0 | 0.00% | −54,055−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −48,060−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −47,830−100.0% | Sold out |
| Nissay Asset Management Corp | 0 | $0 | 0.00% | −38,627−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −37,437−100.0% | Sold out |
| Great Lakes Retirement, Inc. | 0 | $0 | 0.00% | −34,832−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −34,466−100.0% | Sold out |
| Oversea-Chinese Banking CORP Ltd | 0 | $0 | 0.00% | −31,757−100.0% | Sold out |
| Gulf International Bank (UK) Ltd | 0 | $0 | 0.00% | −31,631−100.0% | Sold out |
| British Columbia Investment Management Corp | 0 | $0 | 0.00% | −31,207−100.0% | Sold out |
| Ostrum Asset Management | 0 | $0 | 0.00% | −30,887−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −30,133−100.0% | Sold out |
| Advanced Portfolio Management, LLC | 0 | $0 | 0.00% | −29,194−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −28,760−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −27,600−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −27,250−100.0% | Sold out |
| Nordea Investment Management AB | 0 | $0 | 0.00% | −26,536−100.0% | Sold out |
| Garda Capital Partners LP | 0 | $0 | 0.00% | −26,104−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −25,577−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −24,708−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −22,392−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −21,957−100.0% | Sold out |
| Tokio Marine Asset Management Co Ltd | 0 | $0 | 0.00% | −20,564−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −19,087−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −18,774−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −18,203−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −17,661−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −17,583−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −17,229−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −14,831−100.0% | Sold out |
| Metis Global Partners, LLC | 0 | $0 | 0.00% | −14,676−100.0% | Sold out |
| Old National Bancorp | 0 | $0 | 0.00% | −12,444−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −11,853−100.0% | Sold out |
| Paragon Capital Management Ltd | 0 | $0 | 0.00% | −11,729−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −11,554−100.0% | Sold out |
| Carret Asset Management, LLC | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −10,430−100.0% | Sold out |
| AM Squared Ltd | 0 | $0 | 0.00% | −9,100−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −8,080−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −7,504−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −5,400−100.0% | Sold out |
| NVWM, LLC | 0 | $0 | 0.00% | −3,425−100.0% | Sold out |
| Authentikos Wealth Advisory, LLC | 0 | $0 | 0.00% | −2,816−100.0% | Sold out |
| Sentry Investment Management LLC | 0 | $0 | 0.00% | −2,507−100.0% | Sold out |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −1,757−100.0% | Sold out |
| Grove Bank & Trust | 0 | $0 | 0.00% | −1,752−100.0% | Sold out |
| PFG Private Wealth Management, LLC | 0 | $0 | 0.00% | −1,634−100.0% | Sold out |
| Benjamin F. Edwards & Company, Inc. | 0 | $0 | 0.00% | −1,572−100.0% | Sold out |
| McIlrath & Eck, LLC | 0 | $0 | 0.00% | −1,032−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −852−100.0% | Sold out |
| Sittner & Nelson, LLC | 0 | $0 | 0.00% | −811−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −780−100.0% | Sold out |
| Armstrong Advisory Group, Inc | 0 | $0 | 0.00% | −585−100.0% | Sold out |
| Desjardins Global Asset Management Inc. | 0 | $0 | 0.00% | −538−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −537−100.0% | Sold out |
| Earnest Partners LLC | 0 | $0 | 0.00% | −187−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| North Star Investment Management Corp. | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Centerpoint Advisors, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Cape Cod Five Cents Savings Bank | 0 | $0 | 0.00% | −3,456−100.0% | Sold out |
| Quilter Plc | 0 | $0 | 0.00% | −2,245−100.0% | Sold out |
| Rothschild Investment Corp | – | – | – | – | Not filed |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| Advisor Partners II, LLC | – | – | – | – | Not filed |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |