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 |
|---|---|---|---|---|---|
| WestEnd Advisors, LLC | 2 | $33 | 0.00% | +2 | New |
| SOA Wealth Advisors, LLC. | 7 | $112 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 11 | $182 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 11 | $183 | 0.00% | −7−38.9% | Reduced |
| Bruce G. Allen Investments, LLC | 17 | $282 | 0.00% | +17 | New |
| Kelly Financial Services LLC | 24 | $398 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 26 | $431 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 34 | $564 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 39 | $653 | 0.00% | +6+18.2% | Added |
| CVA Family Office, LLC | 40 | $664 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 41 | $680 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 45 | $747 | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 50 | $830 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 53 | $879 | 0.00% | −139−72.4% | Reduced |
| GW&K Investment Management, LLC | 53 | $1.00K | 0.00% | −305−85.2% | Reduced |
| City State Bank | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 36 | $1.00K | 0.00% | +36 | New |
| Geneos Wealth Management Inc. | 64 | $1.06K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 66 | $1.09K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 74 | $1.23K | 0.00% | +74 | New |
| DiNuzzo Private Wealth, Inc. | 75 | $1.25K | 0.00% | +6+8.7% | Added |
| Whittier Trust Co of Nevada Inc | 80 | $1.33K | 0.00% | +80 | New |
| Jamison Private Wealth Management, Inc. | 80 | $1.33K | 0.00% | +80 | New |
| Cornerstone Planning Group LLC | 100 | $1.48K | 0.00% | +100 | New |
| AdvisorNet Financial, Inc | 91 | $1.51K | 0.00% | +35+62.5% | Added |
| SJS Investment Consulting Inc. | 95 | $1.58K | 0.00% | +9+10.5% | Added |
| Bullock Wealth Management Group | 100 | $1.65K | 0.00% | +100 | New |
| Point72 Hong Kong Ltd | 100 | $1.66K | 0.00% | +100 | New |
| Concord Wealth Partners | 102 | $1.69K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 104 | $1.73K | 0.00% | +104 | New |
| Chilton Capital Management LLC | 109 | $1.81K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 112 | $1.86K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 118 | $1.96K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 122 | $2.02K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 134 | $2.22K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 139 | $2.31K | 0.00% | +139 | New |
| Manchester Capital Management LLC | 143 | $2.37K | 0.00% | +11+8.3% | Added |
| Sound Income Strategies, LLC | 144 | $2.39K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 155 | $2.57K | 0.00% | +55+55.0% | Added |
| Raleigh Capital Management Inc. | 165 | $2.74K | 0.00% | −71−30.1% | Reduced |
| Rakuten Securities, Inc. | 167 | $2.77K | 0.00% | +87+108.7% | Added |
| JJJ Advisors Inc. | 169 | $2.80K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 171 | $2.84K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 179 | $2.97K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 193 | $3.20K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 200 | $3.32K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 210 | $3.48K | 0.00% | +3+1.4% | Added |
| Global Retirement Partners, LLC | 210 | $3.48K | 0.00% | −284−57.5% | Reduced |
| Versant Capital Management, Inc | 219 | $3.63K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 232 | $3.85K | 0.00% | −33−12.5% | Reduced |
| Private Wealth Management Group, LLC | 244 | $4.05K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 247 | $4.10K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 249 | $4.13K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 252 | $4.18K | 0.00% | +252 | New |
| Boyd Watterson Asset Management LLC | 267 | $4.43K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 278 | $4.61K | 0.00% | −425−60.5% | Reduced |
| Cape Investment Advisory, Inc. | 294 | $4.88K | 0.00% | +87+42.0% | Added |
| IFP Advisors, Inc | 310 | $5.14K | 0.00% | +12+4.0% | Added |
| JFS Wealth Advisors, LLC | 318 | $5.28K | 0.00% | +49+18.2% | Added |
| GWM Advisors LLC | 323 | $5.36K | 0.00% | +48+17.5% | Added |
| Zions Bancorporation, N.A. | 373 | $6.19K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 407 | $6.75K | 0.00% | 00.0% | Unchanged |
| Vima LLC | 423 | $6.94K | 0.01% | −200−32.1% | Reduced |
| Red Tortoise LLC | 446 | $7.40K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 450 | $7.47K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 464 | $7.73K | 0.00% | +69+17.5% | Added |
| Bell Investment Advisors, Inc | 515 | $8.54K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 516 | $8.56K | 0.00% | +516 | New |
| FinTrust Capital Advisors, LLC | 555 | $9.21K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 615 | $9.35K | 0.00% | +615 | New |
| Venturi Wealth Management, LLC | 583 | $9.67K | 0.00% | +423+264.4% | Added |
| Umb Bank N A | 593 | $9.84K | 0.00% | +18+3.1% | Added |
| Smartleaf Asset Management LLC | 610 | $10.0K | 0.00% | +296+94.3% | Added |
| Allworth Financial LP | 623 | $10.3K | 0.00% | −88−12.4% | Reduced |
| Whittier Trust Co | 683 | $11.3K | 0.00% | −80−10.5% | Reduced |
| Assetmark, Inc | 691 | $11.5K | 0.00% | +691 | New |
| Salem Investment Counselors Inc | 750 | $12.4K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 757 | $12.6K | 0.00% | +757 | New |
| Parkside Financial Bank & Trust | 806 | $13.4K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 821 | $13.6K | 0.00% | −300−26.8% | Reduced |
| Lindbrook Capital, LLC | 943 | $15.6K | 0.00% | −10−1.0% | Reduced |
| Rosenberg Matthew Hamilton | 950 | $15.7K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 949 | $15.7K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 982 | $16.3K | 0.00% | −305−23.7% | Reduced |
| Clear Investment Research, LLC | 1,000 | $16.6K | 0.02% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 1,000 | $16.6K | 0.01% | +1,000 | New |
| Valley National Advisers Inc | 1,045 | $17.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,032 | $17.1K | 0.00% | +1,032 | New |
| Avondale Wealth Management | 1,050 | $17.4K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,072 | $17.8K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 1,123 | $18.6K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 1,123 | $18.6K | 0.00% | +123+12.3% | Added |
| CGC Financial Services, LLC | 1,155 | $19.2K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,210 | $20.1K | 0.00% | +342+39.4% | Added |
| Resona Asset Management Co.,Ltd. | 1,233 | $20.5K | 0.00% | +1,233 | New |
| Hilltop National Bank | 1,238 | $20.5K | 0.01% | +1,238 | New |
| Massmutual Trust Co FSB | 1,246 | $20.7K | 0.00% | +48+4.0% | Added |
| Denali Advisors LLC | 1,337 | $22.2K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 1,353 | $22.4K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,472 | $24.4K | 0.00% | −512−25.8% | Reduced |