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 |
|---|---|---|---|---|---|
| Aquatic Capital Management LLC | 55,200 | $985.0K | 0.03% | +55,200 | New |
| Capital Fund Management S.A. | 55,018 | $981.5K | 0.01% | +55,018 | New |
| Fox Run Management, L.L.C. | 54,328 | $969.2K | 0.25% | +54,328 | New |
| Mariner, LLC | 53,589 | $956.0K | 0.00% | −6,417−10.7% | Reduced |
| Gold Investment Management Ltd. | 52,743 | $940.9K | 0.40% | +52,743 | New |
| Private Advisor Group, LLC | 51,635 | $921.2K | 0.01% | −969−1.8% | Reduced |
| Pathstone Holdings, LLC | 50,925 | $911.5K | 0.00% | +50,925 | New |
| Lecap Asset Management Ltd | 50,591 | $902.5K | 0.33% | +50,591 | New |
| Verition Fund Management LLC | 50,556 | $901.9K | 0.01% | +18,723+58.8% | Added |
| Morningstar Investment Services LLC | 49,393 | $893.0K | 0.01% | +24,985+102.4% | Added |
| Mackenzie Financial Corp | 48,596 | $867.0K | 0.00% | −12,062−19.9% | Reduced |
| State of Alaska, Department of Revenue | 48,546 | $866.0K | 0.01% | −4,760−8.9% | Reduced |
| Strategic Advisors LLC | 48,500 | $865.2K | 0.16% | −5,000−9.3% | Reduced |
| D.A. Davidson & Co. | 48,340 | $862.4K | 0.01% | −1,460−2.9% | Reduced |
| JustInvest LLC | 46,304 | $826.1K | 0.02% | +3,141+7.3% | Added |
| Wright Investors Service Inc | 45,843 | $817.8K | 0.23% | −8,432−15.5% | Reduced |
| Point72 Europe (London) LLP | 45,610 | $813.7K | 0.10% | +45,610 | New |
| Edgestream Partners, L.P. | 45,289 | $808.0K | 0.06% | +45,289 | New |
| HAP Trading, LLC | 44,675 | $797.0K | 0.23% | +44,675 | New |
| 1832 Asset Management L.P. | 44,624 | $796.1K | 0.00% | −2,396−5.1% | Reduced |
| Brevan Howard Capital Management LP | 41,958 | $748.5K | 0.08% | +41,958 | New |
| Jump Financial, LLC | 41,585 | $741.9K | 0.02% | −188,640−81.9% | Reduced |
| HRT Financial LP | 41,482 | $740.0K | 0.01% | +41,482 | New |
| Allspring Global Investments Holdings, LLC | 40,942 | $730.4K | 0.00% | −197,288−82.8% | Reduced |
| Teacher Retirement System of Texas | 40,768 | $727.0K | 0.00% | +14,183+53.3% | Added |
| State of Wisconsin Investment Board | 40,665 | $725.5K | 0.00% | −142,173−77.8% | Reduced |
| Cetera Advisor Networks LLC | 40,093 | $715.3K | 0.00% | +4,122+11.5% | Added |
| CI Private Wealth, LLC | 39,163 | $698.7K | 0.00% | +9,254+30.9% | Added |
| Paradigm Asset Management Co LLC | 39,000 | $695.8K | 0.18% | −1,200−3.0% | Reduced |
| Commerce Bank | 38,787 | $692.0K | 0.00% | +25,909+201.2% | Added |
| Captrust Financial Advisors | 38,480 | $686.5K | 0.00% | +5,080+15.2% | Added |
| Impax Asset Management Group plc | 37,100 | $661.9K | 0.00% | +37,100 | New |
| Cornercap Investment Counsel Inc | 36,792 | $656.4K | 0.11% | +36,792 | New |
| Teachers Retirement System of the State of Kentucky | 36,424 | $649.0K | 0.01% | −2,278−5.9% | Reduced |
| Sciencast Management LP | 36,333 | $648.2K | 0.35% | +36,333 | New |
| Kentucky Retirement Systems | 35,969 | $641.7K | 0.02% | −400−1.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 35,484 | $633.0K | 0.04% | +24,277+216.6% | Added |
| Cresset Asset Management, LLC | 35,391 | $631.4K | 0.00% | +8,113+29.7% | Added |
| Oregon Public Employees Retirement Fund | 35,086 | $625.9K | 0.01% | −54,160−60.7% | Reduced |
| Wealthcare Advisory Partners LLC | 34,957 | $623.6K | 0.02% | +4,799+15.9% | Added |
| Everence Capital Management Inc | 34,830 | $621.0K | 0.04% | 00.0% | Unchanged |
| Creative Planning | 34,659 | $618.3K | 0.00% | +10,345+42.5% | Added |
| Public Employees Retirement Association of Colorado | 34,624 | $618.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 34,409 | $614.0K | 0.00% | −2,175−5.9% | Reduced |
| Stock Yards Bank & Trust Co | 34,252 | $611.1K | 0.02% | −2,740−7.4% | Reduced |
| LMR Partners LLP | 34,112 | $608.6K | 0.02% | +34,112 | New |
| Crossmark Global Holdings, Inc. | 33,220 | $593.0K | 0.01% | +1,806+5.7% | Added |
| Ethic Inc. | 33,040 | $589.4K | 0.02% | −2,673−7.5% | Reduced |
| Tennessee Valley Asset Management Partners | 32,798 | $585.1K | 0.16% | +100+0.3% | Added |
| Bank Ozk | 31,008 | $553.2K | 0.27% | −12,178−28.2% | Reduced |
| Hartford Investment Management Co | 30,178 | $538.4K | 0.02% | −313−1.0% | Reduced |
| Pacer Advisors, Inc. | 30,048 | $536.1K | 0.00% | −396,591−93.0% | Reduced |
| Kinneret Advisory, LLC | 29,864 | $532.8K | 0.06% | −191−0.6% | Reduced |
| Vontobel Holding Ltd. | 29,795 | $531.5K | 0.00% | −1,787−5.7% | Reduced |
| Savant Capital, LLC | 29,250 | $521.8K | 0.01% | +8,451+40.6% | Added |
| Investors Research Corp | 28,800 | $513.8K | 0.12% | −3,725−11.5% | Reduced |
| Maryland State Retirement & Pension System | 28,738 | $512.7K | 0.01% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 28,465 | $507.8K | 0.01% | −3,728−11.6% | Reduced |
| Rathbone Brothers plc | 27,764 | $495.3K | 0.00% | −2,252−7.5% | Reduced |
| Acadian Asset Management LLC | 27,426 | $489.0K | 0.00% | +27,426 | New |
| Louisiana State Employees Retirement System | 27,200 | $485.2K | 0.01% | −600−2.2% | Reduced |
| Equitable Holdings, Inc. | 27,160 | $484.5K | 0.01% | +401+1.5% | Added |
| Twin Tree Management, LP | 26,648 | $475.4K | 0.01% | +22,014+475.1% | Added |
| Handelsinvest Investeringsforvaltning | 25,187 | $449.0K | 0.18% | −164,813−86.7% | Reduced |
| Wolverine Trading, LLC | 24,568 | $438.3K | 0.00% | +3,536+16.8% | Added |
| Diversified Trust Co | 24,282 | $433.2K | 0.01% | +24,282 | New |
| William Blair Investment Management, LLC | 24,217 | $432.0K | 0.00% | −438−1.8% | Reduced |
| Ossiam | 24,180 | $431.4K | 0.01% | −250,772−91.2% | Reduced |
| New Mexico Educational Retirement Board | 23,814 | $425.0K | 0.02% | 00.0% | Unchanged |
| GTS Securities LLC | 23,776 | $424.2K | 0.01% | +23,776 | New |
| Unison Advisors LLC | 23,715 | $423.1K | 0.04% | +343+1.5% | Added |
| O'Shaughnessy Asset Management, LLC | 23,577 | $420.6K | 0.01% | +10,365+78.5% | Added |
| Mather Group, LLC. | 23,576 | $420.6K | 0.01% | +7,912+50.5% | Added |
| Retirement Planning Co of New England, Inc. | 23,225 | $414.3K | 0.19% | +5,389+30.2% | Added |
| Ontario Teachers Pension Plan Board | 23,214 | $414.1K | 0.00% | +4,936+27.0% | Added |
| HighTower Advisors, LLC | 23,027 | $410.0K | 0.00% | −16,423−41.6% | Reduced |
| Hourglass Capital, LLC | 22,910 | $408.7K | 0.13% | −52,025−69.4% | Reduced |
| Duality Advisers, LP | 22,624 | $403.6K | 0.04% | +22,624 | New |
| MML Investors Services, LLC | 22,407 | $400.0K | 0.00% | +972+4.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 22,023 | $392.9K | 0.00% | +3,111+16.4% | Added |
| Russell Investments Group, Ltd. | 21,648 | $387.1K | 0.00% | −54,747−71.7% | Reduced |
| Farther Finance Advisors, LLC | 21,486 | $383.3K | 0.03% | +19,178+830.9% | Added |
| CIBC Private Wealth Group, LLC | 21,073 | $375.9K | 0.00% | +272+1.3% | Added |
| Gratus Wealth Advisors, LLC | 21,018 | $375.0K | 0.07% | +21,018 | New |
| Glenmede Trust Co NA | 20,620 | $367.9K | 0.00% | +7,182+53.4% | Added |
| Altshuler Shaham Ltd | 20,543 | $366.5K | 0.02% | −2,356−10.3% | Reduced |
| NorthCrest Asset Manangement, LLC | 20,360 | $363.2K | 0.01% | −76−0.4% | Reduced |
| Cetera Investment Advisers | 20,272 | $361.6K | 0.00% | −1,253−5.8% | Reduced |
| Veriti Management LLC | 20,092 | $358.4K | 0.03% | +20,092 | New |
| Ieq Capital, LLC | 20,061 | $357.9K | 0.01% | −3,227−13.9% | Reduced |
| MAI Capital Management | 19,837 | $353.9K | 0.00% | −519−2.5% | Reduced |
| Element Wealth, LLC | 19,377 | $345.7K | 0.22% | −3,134−13.9% | Reduced |
| Impact Partnership Wealth, LLC | 18,817 | $335.7K | 0.12% | +5,447+40.7% | Added |
| Centennial Wealth Advisory LLC | 18,521 | $330.4K | 0.17% | +173+0.9% | Added |
| Metropolitan Life Insurance Co | 18,298 | $326.4K | 0.02% | −263−1.4% | Reduced |
| Boothbay Fund Management, LLC | 17,895 | $319.2K | 0.01% | +17,895 | New |
| US Bancorp | 17,801 | $317.6K | 0.00% | −3,779−17.5% | Reduced |
| Tudor Investment Corp Et Al | 17,338 | $309.3K | 0.00% | −120,643−87.4% | Reduced |
| Purus Wealth Management, LLC | 17,306 | $308.7K | 0.18% | +230+1.3% | Added |
| DGS Capital Management, LLC | 16,208 | $289.2K | 0.11% | −705−4.2% | Reduced |