Skip to main content
Livermore
Livermore
ZHEN

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.

Q1 2024 vs. Q4 2023

How the institutions holding Invesco Ltd. changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of IVZ: Q4 2023 compared with Q1 2024
MeasureQ4 2023Of which not filed for Q1 2024Q1 2024Change
Holders4935495+7
Shares299.3M31.9K302.9M+3.66M (+1.2%)
Value$5.34B$568.6K$5.02B−$315.5M (−5.9%)

5 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (67)

Institutions that held Invesco Ltd. at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to IVZ in Q1 2024
InstitutionSharesValue% of portfolio
Qube Research & Technologies Ltd978,238$16.2M0.03%
M&G Plc496,351$8.44M0.05%
APG Asset Management N.V.301,400$4.63M0.01%
ExodusPoint Capital Management, LP276,071$4.58M0.06%
Swiss Life Asset Management Ltd217,430$3.61M0.05%
Campbell & CO Investment Adviser LLC190,926$3.17M0.27%
Caption Management, LLC168,997$2.80M0.31%
Point72 (DIFC) Ltd158,825$2.63M0.20%
PEAK6 Investments LLC157,684$2.62M0.13%
Catalyst Funds Management Pty Ltd153,000$2.54M0.71%
Los Angeles Capital Management LLC124,503$2.07M0.01%
Toroso Investments, LLC121,777$2.02M0.03%
Susquehanna Fundamental Investments, LLC117,471$1.95M0.09%
STRS Ohio91,292$1.51M0.01%
Qsemble Capital Management, LP84,256$1.40M0.31%
Venture Visionary Partners LLC83,109$1.38M0.07%
Nebula Research & Development LLC82,016$1.36M0.29%
Numerai GP LLC67,111$1.11M0.48%
Greenwood Capital Associates LLC63,944$1.06M0.14%
Centiva Capital, LP63,239$1.05M0.06%
Walleye Capital LLC49,116$814.8K0.01%
Lloyd Advisory Services, LLC.47,320$785.0K0.17%
Vinva Investment Management Ltd30,330$771.3K0.04%
XTX Topco Ltd41,788$693.3K0.09%
Freestone Capital Holdings, LLC36,692$608.7K0.02%
Magnetar Financial LLC36,557$606.5K0.01%
ISAM Funds (UK) Ltd35,341$586.3K0.34%
Atom Investors LP29,213$484.6K0.06%
Krane Funds Advisors LLC29,501$481.8K0.02%
CSS LLC22,390$371.4K0.03%
Keebeck Alpha, LP19,020$315.5K0.21%
Prelude Capital Management, LLC18,737$310.8K0.02%
International Private Wealth Advisors LLC16,691$276.9K0.53%
Walleye Trading LLC16,282$270.1K0.00%
Aigen Investment Management, LP15,085$250.3K0.05%
CIBC World Markets Inc.13,820$229.0K0.00%
Maverick Capital LtdSuperinvestorMaverick Capital12,564$208.4K0.00%
Headlands Technologies LLC11,680$193.8K0.05%
Gsa Capital Partners LLP11,603$192.0K0.02%
Quantitative Investment Management, LLC11,189$185.0K0.01%
Burney Co11,026$182.9K0.01%
NEOS Investment Management LLC10,945$181.6K0.01%
Cipher Capital LP10,813$179.4K0.08%
Patton Fund Management, Inc.10,345$171.6K0.03%
Lincoln National Corp10,199$169.2K0.00%
Sumitomo Mitsui Trust Holdings, Inc.10,167$168.7K0.00%
EntryPoint Capital, LLC3,862$64.1K0.06%
Hilltop National Bank1,238$20.5K0.01%
Resona Asset Management Co.,Ltd.1,233$20.5K0.00%
McIlrath & Eck, LLC1,032$17.1K0.00%
Old Point Trust & Financial Services N A1,000$16.6K0.01%
Northwest Investment Counselors, LLC757$12.6K0.00%
Assetmark, Inc691$11.5K0.00%
Continuum Advisory, LLC615$9.35K0.00%
CoreCap Advisors, LLC516$8.56K0.00%
Exchange Traded Concepts, LLC252$4.18K0.00%
Providence Capital Advisors, LLC139$2.31K0.00%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC104$1.73K0.00%
Point72 Hong Kong Ltd100$1.66K0.00%
Bullock Wealth Management Group100$1.65K0.00%
Cornerstone Planning Group LLC100$1.48K0.00%
Jamison Private Wealth Management, Inc.80$1.33K0.00%
Whittier Trust Co of Nevada Inc80$1.33K0.00%
Harbor Investment Advisory, LLC74$1.23K0.00%
Capital Advisors, Ltd. LLC36$1.00K0.00%
Bruce G. Allen Investments, LLC17$2820.00%
WestEnd Advisors, LLC2$330.00%

Sold out (60)

Institutions that held Invesco Ltd. at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of IVZ in Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Point72 Asset Management, L.P.3,756,500$67.0M
Balyasny Asset Management LLC3,463,819$61.8M
Twinbeech Capital LP666,107$11.9M
Churchill Management Corp519,024$9.26M
Weiss Multi-Strategy Advisers LLC480,814$8.58M
Achmea Investment Management B.V.269,501$4.81M
Illinois Municipal Retirement Fund204,606$3.65M
Point72 Middle East FZE181,184$3.23M
Trilogy Capital Inc.177,538$3.17M
Scotia Capital Inc.139,245$2.48M
Quinn Opportunity Partners LLC79,731$1.42M
Worldquant Millennium Advisors LLC77,763$1.39M
La Banque Postale Asset Management SA73,388$1.31M
Bayesian Capital Management, LP73,200$1.31M
Omers Administration Corp64,500$1.15M
Empowered Funds, LLC62,048$1.11M
Lecap Asset Management Ltd50,591$902.5K
1832 Asset Management L.P.44,624$796.1K
HRT Financial LP41,482$740.0K
Cetera Advisor Networks LLC40,093$715.3K
Sciencast Management LP36,333$648.2K
Twin Tree Management, LP26,648$475.4K
Diversified Trust Co24,282$433.2K
William Blair Investment Management, LLC24,217$432.0K
Ontario Teachers Pension Plan Board23,214$414.1K
Hourglass Capital, LLC22,910$408.7K
Gratus Wealth Advisors, LLC21,018$375.0K
Purus Wealth Management, LLC17,306$308.7K
Ethos Financial Group, LLC16,179$289.0K
Cetera Advisors LLC13,369$238.5K
Modera Wealth Management, LLC12,394$221.1K
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund12,026$215.0K
FJ Investments, LLC11,750$209.6K
Visionary Wealth Advisors11,496$205.1K
VitalStone Financial, LLC11,247$201.0K
Dynamic Technology Lab Private Ltd10,825$193.0K
Verdence Capital Advisors LLC10,761$192.0K
Meeder Asset Management Inc10,655$190.1K
Van Eck Associates Corp8,967$160.0K
Kapitalo Investimentos Ltda5,515$98.4K
Cutler Group LP5,512$98.0K
Advisory Services Network, LLC3,854$68.8K
Penserra Capital Management LLC2,044$36.0K
EdgeRock Capital LLC1,042$16.5K
O'Dell Group, LLC696$12.4K
Lazard Asset Management LLC668$11.0K
Mycio Wealth Partners, LLC605$10.8K
Mine & Arao Wealth Creation & Management, LLC.600$10.7K
Benjamin Edwards Inc256$5.00K
Glassman Wealth Services256$4.57K
Hazlett, Burt & Watson, Inc.200$4.00K
Lee Financial Co185$3.30K
Loomis Sayles & Co L P191$3.00K
Rogco, LP150$2.68K
Crewe Advisors LLC85$1.52K
Addison Advisors LLC77$1.37K
Oakworth Capital, Inc.48$856
Livelsberger Financial Advisory43$766
Delta Asset Management LLC24$428
Abound Wealth Management0$7

Not filed for Q1 2024 yet (5)

Institutions that held Invesco Ltd. at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IVZ in Q4 2023 that haven't filed for Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
NinePointTwo Capital16,003$285.0K
Putnam Investments LLC15,019$267.9K
Nalls Sherbakoff Group, LLC690$12.3K
Coppell Advisory Solutions LLC142$2.53K
Baystate Wealth Management LLC47$845