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 |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 1,072 | $19.1K | 0.00% | −571−34.8% | Reduced |
| Avondale Wealth Management | 1,050 | $18.7K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,045 | $18.0K | 0.00% | +605+137.5% | Added |
| Central Trust Co | 1,000 | $17.8K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 1,000 | $17.8K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 953 | $17.0K | 0.00% | +56+6.2% | Added |
| Rosenberg Matthew Hamilton | 950 | $16.9K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 949 | $16.9K | 0.00% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 1,042 | $16.5K | 0.01% | +1,042 | New |
| Principal Securities, Inc. | 868 | $15.5K | 0.00% | +868 | New |
| Parkside Financial Bank & Trust | 806 | $14.4K | 0.00% | −263−24.6% | Reduced |
| Whittier Trust Co | 763 | $13.6K | 0.00% | −39−4.9% | Reduced |
| Salem Investment Counselors Inc | 750 | $13.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 711 | $12.7K | 0.00% | −767−51.9% | Reduced |
| O'Dell Group, LLC | 696 | $12.4K | 0.00% | +696 | New |
| Nalls Sherbakoff Group, LLC | 690 | $12.3K | 0.01% | +9+1.3% | Added |
| Ci Investments Inc. | 675 | $12.0K | 0.00% | −14−2.0% | Reduced |
| Vima LLC | 623 | $11.1K | 0.03% | +623 | New |
| Lazard Asset Management LLC | 668 | $11.0K | 0.00% | +134+25.1% | Added |
| Mycio Wealth Partners, LLC | 605 | $10.8K | 0.00% | −83−12.1% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 600 | $10.7K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 575 | $10.3K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 703 | $10.0K | 0.00% | +207+41.7% | Added |
| FinTrust Capital Advisors, LLC | 555 | $9.90K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 515 | $9.19K | 0.00% | +93+22.0% | Added |
| Global Retirement Partners, LLC | 494 | $8.36K | 0.00% | +162+48.8% | Added |
| Pflug Koory, LLC | 450 | $8.03K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 446 | $7.96K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 407 | $7.26K | 0.01% | +407 | New |
| First Horizon Advisors, Inc. | 395 | $7.05K | 0.00% | −424−51.8% | Reduced |
| Zions Bancorporation, N.A. | 373 | $6.65K | 0.00% | −148−28.4% | Reduced |
| GW&K Investment Management, LLC | 358 | $6.00K | 0.00% | −24−6.3% | Reduced |
| Smartleaf Asset Management LLC | 314 | $5.67K | 0.00% | +314 | New |
| IFP Advisors, Inc | 298 | $5.31K | 0.00% | +115+62.8% | Added |
| Benjamin Edwards Inc | 256 | $5.00K | 0.00% | +256 | New |
| GWM Advisors LLC | 275 | $4.91K | 0.00% | −19,352−98.6% | Reduced |
| JFS Wealth Advisors, LLC | 269 | $4.80K | 0.00% | −590−68.7% | Reduced |
| Boyd Watterson Asset Management LLC | 267 | $4.76K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 265 | $4.73K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 256 | $4.57K | 0.00% | +69+36.9% | Added |
| RFP Financial Group LLC | 249 | $4.44K | 0.00% | +249 | New |
| Farmers & Merchants Investments Inc | 247 | $4.41K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 244 | $4.35K | 0.00% | +244 | New |
| Raleigh Capital Management Inc. | 236 | $4.22K | 0.00% | +220+1,375.0% | Added |
| Hazlett, Burt & Watson, Inc. | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 219 | $3.91K | 0.00% | −159−42.1% | Reduced |
| Cape Investment Advisory, Inc. | 207 | $3.69K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 207 | $3.69K | 0.00% | +207 | New |
| Eukles Asset Management | 200 | $3.57K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 193 | $3.44K | 0.00% | −242−55.6% | Reduced |
| Caitlin John, LLC | 192 | $3.43K | 0.00% | +192 | New |
| Lee Financial Co | 185 | $3.30K | 0.00% | +185 | New |
| WealthCollab, LLC | 179 | $3.19K | 0.00% | +179 | New |
| Jackson, Grant Investment Advisers, Inc. | 171 | $3.05K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 169 | $3.02K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 191 | $3.00K | 0.00% | +191 | New |
| Venturi Wealth Management, LLC | 160 | $2.85K | 0.00% | +31+24.0% | Added |
| Rogco, LP | 150 | $2.68K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 144 | $2.57K | 0.00% | +99+220.0% | Added |
| Coppell Advisory Solutions LLC | 142 | $2.53K | 0.00% | +97+215.6% | Added |
| Private Ocean, LLC | 134 | $2.39K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 132 | $2.35K | 0.00% | +132 | New |
| Brown Brothers Harriman & Co | 122 | $2.18K | 0.00% | −13−9.6% | Reduced |
| Prestige Wealth Management Group LLC | 118 | $2.11K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 112 | $2.00K | 0.00% | +112 | New |
| Chilton Capital Management LLC | 109 | $1.95K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 102 | $1.82K | 0.00% | −420−80.5% | Reduced |
| Tidemark, LLC | 100 | $1.78K | 0.00% | +100 | New |
| SJS Investment Consulting Inc. | 86 | $1.53K | 0.00% | +10+13.2% | Added |
| Crewe Advisors LLC | 85 | $1.52K | 0.00% | +85 | New |
| Rakuten Securities, Inc. | 80 | $1.43K | 0.00% | +80 | New |
| Addison Advisors LLC | 77 | $1.37K | 0.00% | +77 | New |
| DiNuzzo Private Wealth, Inc. | 69 | $1.23K | 0.00% | +69 | New |
| MV Capital Management, Inc. | 66 | $1.18K | 0.00% | −567−89.6% | Reduced |
| Geneos Wealth Management Inc. | 64 | $1.14K | 0.00% | +64 | New |
| City State Bank | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 56 | $999 | 0.00% | +56 | New |
| Sugarloaf Wealth Management, LLC | 50 | $892 | 0.00% | −920−94.8% | Reduced |
| Oakworth Capital, Inc. | 48 | $856 | 0.00% | −600−92.6% | Reduced |
| Baystate Wealth Management LLC | 47 | $845 | 0.00% | +8+20.5% | Added |
| Spire Wealth Management | 45 | $769 | 0.00% | −188−80.7% | Reduced |
| Livelsberger Financial Advisory | 43 | $766 | 0.00% | +43 | New |
| Carolinas Wealth Consulting LLC | 41 | $731 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 40 | $714 | 0.00% | +40 | New |
| Raffa Wealth Management, LLC | 34 | $607 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 33 | $592 | 0.00% | +33 | New |
| Proequities, Inc. | 26 | $463 | 0.00% | +26 | New |
| Kelly Financial Services LLC | 24 | $428 | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 24 | $428 | 0.00% | +24 | New |
| Delos Wealth Advisors, LLC | 18 | $322 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 11 | $196 | 0.00% | −25−69.4% | Reduced |
| SOA Wealth Advisors, LLC. | 7 | $119 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 0 | $7 | 0.00% | −168−100.0% | Reduced |
| Gillson Capital LP | 0 | $0 | 0.00% | −1,078,299−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −906,018−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −731,275−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −229,500−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −181,707−100.0% | Sold out |
| Forsta Ap-Fonden | 0 | $0 | 0.00% | −179,300−100.0% | Sold out |
| Palouse Capital Management, Inc. | 0 | $0 | 0.00% | −172,933−100.0% | Sold out |