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 |
|---|---|---|---|---|---|
| Ethos Financial Group, LLC | 16,179 | $289.0K | 0.06% | +16,179 | New |
| United Services Automobile Association | 16,121 | $287.6K | 0.01% | +16,121 | New |
| Norinchukin Bank, The | 16,102 | $287.3K | 0.01% | −2,532−13.6% | Reduced |
| United Capital Financial Advisers, LLC | 16,101 | $287.2K | 0.00% | −3,382−17.4% | Reduced |
| Beacon Investment Advisory Services, Inc. | 16,085 | $287.0K | 0.01% | +44+0.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 16,016 | $285.7K | 0.02% | −222−1.4% | Reduced |
| NinePointTwo Capital | 16,003 | $285.0K | 0.11% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 15,849 | $282.0K | 0.00% | −3,939−19.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 15,684 | $279.6K | 0.00% | −194,330−92.5% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 15,366 | $274.1K | 0.00% | −10,554−40.7% | Reduced |
| NBC Securities, Inc. | 15,235 | $271.0K | 0.03% | −1,190−7.2% | Reduced |
| Eagle Rock Investment Company, LLC | 15,175 | $270.7K | 0.06% | 00.0% | Unchanged |
| Fifth Third Bancorp | 15,133 | $270.0K | 0.00% | +3,664+31.9% | Added |
| EPG Wealth Management LLC | 17,644 | $268.9K | 0.07% | +660+3.9% | Added |
| Putnam Investments LLC | 15,019 | $267.9K | 0.00% | −2,639−14.9% | Reduced |
| Korea Investment CORP | 14,835 | $264.7K | 0.00% | −58,493−79.8% | Reduced |
| Greenleaf Trust | 14,764 | $263.4K | 0.00% | +14,764 | New |
| Signaturefd, LLC | 14,507 | $258.8K | 0.01% | +3,214+28.5% | Added |
| Truvestments Capital LLC | 14,394 | $256.8K | 0.12% | −4,521−23.9% | Reduced |
| Wedmont Private Capital | 14,026 | $255.6K | 0.02% | +14,026 | New |
| Leonteq Securities AG | 14,058 | $250.8K | 0.03% | −13,827−49.6% | Reduced |
| M&T Bank Corp | 13,988 | $249.5K | 0.00% | −778−5.3% | Reduced |
| Cetera Advisors LLC | 13,369 | $238.5K | 0.00% | +19+0.1% | Added |
| Keystone Financial Group | 13,038 | $232.6K | 0.04% | +63+0.5% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 12,988 | $231.7K | 0.06% | +12,988 | New |
| Dorsey & Whitney Trust CO LLC | 12,954 | $231.1K | 0.02% | −1,045−7.5% | Reduced |
| Oxford Financial Group Ltd | 12,944 | $230.9K | 0.02% | +171+1.3% | Added |
| Moors & Cabot, Inc. | 12,878 | $229.7K | 0.01% | +12,878 | New |
| Credit Agricole S A | 12,719 | $226.9K | 0.00% | +8,498+201.3% | Added |
| Caldwell Trust Co | 12,703 | $226.6K | 0.03% | +3,925+44.7% | Added |
| Modera Wealth Management, LLC | 12,394 | $221.1K | 0.00% | −1,162−8.6% | Reduced |
| Investors Asset Management of Georgia Inc | 12,065 | $215.2K | 0.11% | +19+0.2% | Added |
| 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 |
| Novare Capital Management LLC | 12,000 | $214.1K | 0.02% | −2,500−17.2% | Reduced |
| Harbour Investments, Inc. | 11,842 | $211.3K | 0.01% | +160+1.4% | Added |
| V-Square Quantitative Management LLC | 11,772 | $210.0K | 0.05% | −2,069−14.9% | Reduced |
| FJ Investments, LLC | 11,750 | $209.6K | 0.01% | +11,750 | New |
| Visionary Wealth Advisors | 11,496 | $205.1K | 0.02% | −498−4.2% | Reduced |
| VitalStone Financial, LLC | 11,247 | $201.0K | 0.16% | +11,247 | New |
| Perigon Wealth Management, LLC | 11,243 | $200.6K | 0.01% | −316−2.7% | Reduced |
| Meritage Group LP | 11,238 | $200.0K | 0.00% | +11,238 | New |
| Iron Financial, LLC | 11,103 | $198.1K | 0.11% | −545−4.7% | Reduced |
| Perennial Investment Advisors, LLC | 10,972 | $195.7K | 0.03% | +10,972 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 10,936 | $195.0K | 0.00% | −955,349−98.9% | Reduced |
| Cooper Financial Group | 10,923 | $194.9K | 0.04% | +264+2.5% | Added |
| Dynamic Technology Lab Private Ltd | 10,825 | $193.0K | 0.02% | +10,825 | New |
| Meridian Wealth Advisors, LLC | 10,798 | $192.6K | 0.04% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 10,761 | $192.0K | 0.02% | −9,366−46.5% | Reduced |
| Meeder Asset Management Inc | 10,655 | $190.1K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 10,280 | $183.4K | 0.00% | −96,242−90.3% | Reduced |
| Covestor Ltd | 10,286 | $183.0K | 0.13% | +4,707+84.4% | Added |
| Hoertkorn Richard Charles | 10,000 | $178.4K | 0.08% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 10,691 | $170.0K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 9,188 | $163.9K | 0.00% | +1,073+13.2% | Added |
| Simplex Trading, LLC | 9,040 | $161.0K | 0.01% | +9,040 | New |
| Van Eck Associates Corp | 8,967 | $160.0K | 0.00% | −3,386−27.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 8,610 | $153.6K | 0.00% | −13,670−61.4% | Reduced |
| DekaBank Deutsche Girozentrale | 8,461 | $152.0K | 0.00% | −46,200−84.5% | Reduced |
| United Community Bank | 7,584 | $135.3K | 0.06% | +7,584 | New |
| Advisors Asset Management, Inc. | 6,436 | $114.8K | 0.00% | +5,792+899.4% | Added |
| CWM, LLC | 6,260 | $112.0K | 0.00% | +53+0.9% | Added |
| MCF Advisors LLC | 6,182 | $110.3K | 0.01% | +855+16.1% | Added |
| Group One Trading, L.P. | 6,107 | $108.9K | 0.00% | +6,107 | New |
| Ameritas Investment Partners, Inc. | 5,598 | $99.9K | 0.00% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 5,515 | $98.4K | 0.02% | −8,185−59.7% | Reduced |
| Cutler Group LP | 5,512 | $98.0K | 0.01% | +5,511+551,100.0% | Added |
| Capstone Investment Advisors, LLC | 5,370 | $95.8K | 0.00% | −32,869−86.0% | Reduced |
| Optimum Investment Advisors | 5,300 | $94.6K | 0.05% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 4,731 | $88.7K | 0.00% | +1,637+52.9% | Added |
| Quent Capital, LLC | 4,758 | $84.9K | 0.01% | −428−8.3% | Reduced |
| Asset Management One Co.,Ltd. | 4,352 | $78.6K | 0.00% | −157,089−97.3% | Reduced |
| UniSuper Management Pty Ltd | 4,367 | $77.9K | 0.00% | +2,067+89.9% | Added |
| Macquarie Group Ltd | 4,300 | $77.0K | 0.00% | −124,296−96.7% | Reduced |
| GAMMA Investing LLC | 4,611 | $73.0K | 0.02% | +4,611 | New |
| Advisory Services Network, LLC | 3,854 | $68.8K | 0.00% | +3,854 | New |
| TD Private Client Wealth LLC | 3,621 | $64.6K | 0.00% | +1,273+54.2% | Added |
| Parallel Advisors, LLC | 3,343 | $59.6K | 0.00% | +959+40.2% | Added |
| Huntington National Bank | 3,070 | $54.8K | 0.00% | +542+21.4% | Added |
| Jones Financial Companies LLLP | 2,945 | $52.5K | 0.00% | +766+35.2% | Added |
| Silvant Capital Management LLC | 2,649 | $47.3K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,462 | $43.9K | 0.00% | +1,589+182.0% | Added |
| Abich Financial Wealth Management LLC | 2,421 | $43.2K | 0.04% | +2,421 | New |
| Quarry LP | 2,060 | $36.8K | 0.02% | +2,060 | New |
| Penserra Capital Management LLC | 2,044 | $36.0K | 0.00% | −432−17.4% | Reduced |
| Pinnacle Bancorp, Inc. | 2,000 | $35.7K | 0.01% | +1,000+100.0% | Added |
| Quadrant Capital Group LLC | 1,984 | $35.4K | 0.00% | +486+32.4% | Added |
| Asset Dedication, LLC | 1,900 | $34.0K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,700 | $30.3K | 0.02% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,634 | $29.2K | 0.02% | +700+74.9% | Added |
| Bessemer Group Inc | 1,574 | $28.0K | 0.00% | +317+25.2% | Added |
| Deseret Mutual Benefit Administrators | 1,521 | $27.1K | 0.02% | −434−22.2% | Reduced |
| Capital Analysts, LLC | 1,520 | $27.0K | 0.00% | −353−18.8% | Reduced |
| Private Trust Co NA | 1,353 | $24.1K | 0.00% | +86+6.8% | Added |
| Denali Advisors LLC | 1,337 | $23.9K | 0.01% | +310+30.2% | Added |
| Creative Financial Designs Inc | 1,287 | $23.0K | 0.00% | +1,212+1,616.0% | Added |
| Massmutual Trust Co FSB | 1,198 | $21.4K | 0.00% | +538+81.5% | Added |
| CGC Financial Services, LLC | 1,155 | $20.6K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 1,123 | $20.0K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,121 | $20.0K | 0.00% | −7,327−86.7% | Reduced |