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, Q1 2024
Institutional positions in Invesco Ltd. as of Mar 31, 2024. 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
- 495
- +7 vs. Q4 2023
- Shares held
- 302.9M
- +3.66M (+1.2%) vs. Q4 2023
- Total value
- $5.02B
- −$315.5M (−5.9%) vs. Q4 2023
- New holders
- 67
- 184 more added
- Sold out
- 60
- 164 more reduced
5 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Invesco Ltd.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 54,349,185 | $901.7M | 0.02% | +8,049,471+17.4% | Added |
| Vanguard Group Inc | 51,458,942 | $853.7M | 0.02% | +4,0750.0% | Added |
| Trian Fund Management, L.P.SuperinvestorTrian Fund Management | 33,940,096 | $563.1M | 7.02% | 00.0% | Unchanged |
| State Street Corp | 21,856,185 | $362.6M | 0.02% | +753,382+3.6% | Added |
| Dimensional Fund Advisors LP | 14,735,162 | $244.5M | 0.07% | +937,111+6.8% | Added |
| Geode Capital Management, LLC | 9,950,029 | $164.8M | 0.02% | +197,705+2.0% | Added |
| Morgan Stanley | 6,124,027 | $101.6M | 0.01% | +1,172,094+23.7% | Added |
| Northern Trust Corp | 5,065,723 | $84.0M | 0.01% | −616,713−10.9% | Reduced |
| Fisher Asset Management, LLC | 4,172,791 | $69.2M | 0.03% | +251,543+6.4% | Added |
| Charles Schwab Investment Management Inc | 4,134,976 | $68.6M | 0.02% | +100,020+2.5% | Added |
| Voloridge Investment Management, LLC | 3,111,622 | $51.6M | 0.19% | +2,429,947+356.5% | Added |
| Two Sigma Advisers, LP | 3,080,600 | $51.1M | 0.12% | +1,581,500+105.5% | Added |
| Goldman Sachs Group Inc | 2,804,991 | $46.5M | 0.01% | −515,920−15.5% | Reduced |
| Norges Bank | 2,591,715 | $43.0M | 0.01% | −755,409−22.6% | Reduced |
| Swedbank AB | 2,500,000 | $41.5M | 0.06% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 2,483,712 | $41.2M | 0.01% | +1,909,860+332.8% | Added |
| Bank of New York Mellon Corp | 2,459,372 | $40.8M | 0.01% | −130,944−5.1% | Reduced |
| Millennium Management LLC | 2,345,056 | $38.9M | 0.03% | −332,036−12.4% | Reduced |
| Two Sigma Investments, LP | 2,301,734 | $38.2M | 0.09% | +946,723+69.9% | Added |
| Amundi | 2,354,223 | $35.9M | 0.02% | +666,662+39.5% | Added |
| Bank of America Corp | 2,139,079 | $35.5M | 0.00% | +1,450,335+210.6% | Added |
| Barclays PLC | 2,051,796 | $34.0M | 0.02% | −516,220−20.1% | Reduced |
| AQR Capital Management LLC | 1,986,446 | $33.0M | 0.06% | +70,687+3.7% | Added |
| American Century Companies Inc | 1,733,980 | $28.8M | 0.02% | +143,089+9.0% | Added |
| Letko, Brosseau & Associates Inc | 1,654,863 | $27.5M | 0.48% | −14,800−0.9% | Reduced |
| HSBC Holdings PLC | 1,557,795 | $25.8M | 0.02% | +628,419+67.6% | Added |
| Price T Rowe Associates Inc | 1,497,405 | $24.8M | 0.00% | +58,332+4.1% | Added |
| UBS Group AG | 1,394,327 | $23.1M | 0.01% | −296,298−17.5% | Reduced |
| Massachusetts Financial Services Co | 1,321,758 | $21.9M | 0.01% | −1,222,807−48.1% | Reduced |
| Tudor Investment Corp Et Al | 1,207,008 | $20.0M | 0.25% | +1,189,670+6,861.6% | Added |
| Pzena Investment Management LLC | 1,114,451 | $18.5M | 0.06% | −5,919−0.5% | Reduced |
| Macquarie Group Ltd | 1,104,286 | $18.3M | 0.02% | +1,099,986+25,581.1% | Added |
| Deutsche Bank AG | 1,093,799 | $18.1M | 0.01% | −4,015−0.4% | Reduced |
| Nuveen Asset Management, LLC | 1,087,349 | $18.0M | 0.01% | −3,437−0.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 1,079,698 | $17.9M | 0.08% | +4,870+0.5% | Added |
| First Trust Advisors LP | 1,018,098 | $16.9M | 0.02% | −169,560−14.3% | Reduced |
| Citadel Advisors LLC | 1,010,261 | $16.8M | 0.02% | −4,345,874−81.1% | Reduced |
| JPMorgan Chase & Co | 1,009,152 | $16.7M | 0.00% | −70,320−6.5% | Reduced |
| D. E. Shaw & Co., Inc. | 985,979 | $16.4M | 0.02% | +384,217+63.8% | Added |
| Qube Research & Technologies Ltd | 978,238 | $16.2M | 0.03% | +978,238 | New |
| Royal Bank of Canada | 968,532 | $16.1M | 0.00% | −49,410−4.9% | Reduced |
| Renaissance Technologies LLC | 897,100 | $14.9M | 0.02% | +767,200+590.6% | Added |
| Squarepoint Ops LLC | 870,414 | $14.4M | 0.06% | −1,048,312−54.6% | Reduced |
| BNP Paribas Arbitrage, SA | 826,929 | $13.7M | 0.02% | +237,756+40.4% | Added |
| AXA S.A. | 750,920 | $12.5M | 0.04% | −483,386−39.2% | Reduced |
| Rhumbline Advisers | 702,200 | $11.6M | 0.01% | −43,638−5.9% | Reduced |
| Legal & General Group Plc | 698,617 | $11.6M | 0.00% | +31,177+4.7% | Added |
| Ossiam | 680,157 | $11.3M | 0.20% | +655,977+2,712.9% | Added |
| Swiss National Bank | 665,700 | $11.0M | 0.01% | +2,600+0.4% | Added |
| UBS Asset Management Americas Inc | 650,661 | $10.8M | 0.00% | −7,148−1.1% | Reduced |
| California Public Employees Retirement System | 633,796 | $10.5M | 0.01% | −7,108−1.1% | Reduced |
| Bank of Nova Scotia | 632,820 | $10.5M | 0.02% | −66,159−9.5% | Reduced |
| Channing Capital Management, LLC | 632,114 | $10.5M | 0.28% | +156,839+33.0% | Added |
| AE Wealth Management LLC | 627,024 | $10.4M | 0.12% | −141,004−18.4% | Reduced |
| Marshall Wace, LLP | 566,227 | $9.39M | 0.02% | −646,986−53.3% | Reduced |
| FMR LLC | 551,058 | $9.14M | 0.00% | −151,311−21.5% | Reduced |
| Cerity Partners LLC | 538,142 | $8.93M | 0.02% | +38,438+7.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 531,436 | $8.82M | 0.03% | −257,652−32.7% | Reduced |
| Thrivent Financial for Lutherans | 526,256 | $8.73M | 0.02% | +360,640+217.8% | Added |
| Olstein Capital Management, L.P. | 514,946 | $8.54M | 1.40% | −18,000−3.4% | Reduced |
| M&G Plc | 496,351 | $8.44M | 0.05% | +496,351 | New |
| Principal Financial Group Inc | 506,616 | $8.40M | 0.00% | +5,159+1.0% | Added |
| Point72 Europe (London) LLP | 485,700 | $8.06M | 0.75% | +440,090+964.9% | Added |
| State Board of Administration of Florida Retirement System | 470,626 | $7.72M | 0.02% | +44,417+10.4% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 436,079 | $7.23M | 0.03% | +65,354+17.6% | Added |
| Man Group plc | 420,940 | $6.98M | 0.02% | +298,668+244.3% | Added |
| Credit Suisse AG | 411,873 | $6.83M | 0.01% | −14,650−3.4% | Reduced |
| Brandywine Global Investment Management, LLC | 407,980 | $6.77M | 0.05% | +7,347+1.8% | Added |
| Wesleyan Assurance Society | 404,237 | $6.70M | 0.59% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 399,350 | $6.63M | 0.15% | −125,377−23.9% | Reduced |
| Ameriprise Financial Inc | 395,291 | $6.56M | 0.00% | −1,739,734−81.5% | Reduced |
| Cubist Systematic Strategies, LLC | 393,728 | $6.53M | 0.07% | +163,400+70.9% | Added |
| Insight Folios Inc | 390,278 | $6.47M | 2.62% | +7,777+2.0% | Added |
| Bank of Montreal | 388,635 | $6.46M | 0.00% | +25,619+7.1% | Added |
| New York State Teachers Retirement System | 380,292 | $6.31M | 0.01% | −71,447−15.8% | Reduced |
| Storebrand Asset Management AS | 364,927 | $6.05M | 0.02% | −14,238−3.8% | Reduced |
| Adage Capital Partners GP, L.L.C. | 350,869 | $5.82M | 0.01% | −85,800−19.6% | Reduced |
| California State Teachers Retirement System | 350,465 | $5.81M | 0.01% | −19,516−5.3% | Reduced |
| Prudential Financial Inc | 344,523 | $5.72M | 0.01% | −228,640−39.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 320,896 | $5.32M | 0.01% | −156,615−32.8% | Reduced |
| Live Oak Private Wealth LLC | 319,199 | $5.30M | 0.92% | +13,016+4.3% | Added |
| Manufacturers Life Insurance Company, The | 316,789 | $5.26M | 0.00% | −42,686−11.9% | Reduced |
| Cacti Asset Management LLC | 326,281 | $5.10M | 0.42% | +127,931+64.5% | Added |
| Voya Investment Management LLC | 301,258 | $5.00M | 0.00% | +165,261+121.5% | Added |
| South Dakota Investment Council | 295,448 | $4.90M | 0.10% | 00.0% | Unchanged |
| Jump Financial, LLC | 295,127 | $4.90M | 0.13% | +253,542+609.7% | Added |
| Canada Pension Plan Investment Board | 292,800 | $4.86M | 0.01% | +158,900+118.7% | Added |
| SEI Investments Co | 284,181 | $4.71M | 0.01% | −1,550−0.5% | Reduced |
| Quantbot Technologies LP | 283,584 | $4.70M | 0.27% | +109,116+62.5% | Added |
| APG Asset Management N.V. | 301,400 | $4.63M | 0.01% | +301,400 | New |
| ExodusPoint Capital Management, LP | 276,071 | $4.58M | 0.06% | +276,071 | New |
| Interval Partners, LP | 270,420 | $4.49M | 0.17% | −183,095−40.4% | Reduced |
| Poehling Capital Management, LLC | 256,319 | $4.25M | 1.14% | −378−0.1% | Reduced |
| New York State Common Retirement Fund | 255,955 | $4.25M | 0.01% | −55,724−17.9% | Reduced |
| Gifford Fong Associates | 255,393 | $4.24M | 1.17% | 00.0% | Unchanged |
| Valueworks LLC | 249,899 | $4.15M | 1.35% | +1,935+0.8% | Added |
| Chevy Chase Trust Holdings, Inc. | 248,906 | $4.13M | 0.01% | −2,218−0.9% | Reduced |
| American Financial Group Inc | 245,000 | $4.07M | 1.53% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 239,819 | $3.98M | 0.01% | −426,437−64.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 239,393 | $3.97M | 0.01% | −27,662−10.4% | Reduced |