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 |
|---|---|---|---|---|---|
| Capital Analysts, LLC | 1,510 | $25.0K | 0.00% | −10−0.7% | Reduced |
| Deseret Mutual Benefit Administrators | 1,521 | $25.2K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 1,537 | $25.5K | 0.01% | −523−25.4% | Reduced |
| Gables Capital Management Inc. | 1,634 | $27.1K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,700 | $28.2K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,347 | $29.0K | 0.00% | −3,384−71.5% | Reduced |
| Ci Investments Inc. | 1,848 | $31.0K | 0.00% | +1,173+173.8% | Added |
| Altshuler Shaham Ltd | 1,871 | $31.0K | 0.00% | −18,672−90.9% | Reduced |
| Asset Dedication, LLC | 1,900 | $32.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 2,000 | $33.2K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,150 | $35.7K | 0.00% | −795−27.0% | Reduced |
| EverSource Wealth Advisors, LLC | 2,778 | $39.4K | 0.00% | +316+12.8% | Added |
| Silvant Capital Management LLC | 2,649 | $43.9K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2,861 | $47.5K | 0.00% | −209−6.8% | Reduced |
| TD Private Client Wealth LLC | 3,262 | $54.1K | 0.00% | −359−9.9% | Reduced |
| Optimum Investment Advisors | 3,500 | $58.1K | 0.03% | −1,800−34.0% | Reduced |
| Abich Financial Wealth Management LLC | 3,631 | $60.2K | 0.05% | +1,210+50.0% | Added |
| Parallel Advisors, LLC | 3,720 | $61.7K | 0.00% | +377+11.3% | Added |
| EntryPoint Capital, LLC | 3,862 | $64.1K | 0.06% | +3,862 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 4,471 | $74.2K | 0.02% | −8,517−65.6% | Reduced |
| GAMMA Investing LLC | 4,796 | $79.6K | 0.02% | +185+4.0% | Added |
| Quent Capital, LLC | 5,174 | $85.8K | 0.01% | +416+8.7% | Added |
| Ameritas Investment Partners, Inc. | 5,598 | $92.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 5,856 | $97.0K | 0.06% | −4,430−43.1% | Reduced |
| MCF Advisors LLC | 6,306 | $104.6K | 0.01% | +124+2.0% | Added |
| United Community Bank | 7,616 | $126.3K | 0.05% | +32+0.4% | Added |
| Capstone Investment Advisors, LLC | 7,764 | $128.8K | 0.00% | +2,394+44.6% | Added |
| Federation des caisses Desjardins du Quebec | 8,610 | $142.8K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 8,850 | $144.9K | 0.00% | −338−3.7% | Reduced |
| DekaBank Deutsche Girozentrale | 9,471 | $155.0K | 0.00% | +1,010+11.9% | Added |
| Hoertkorn Richard Charles | 10,000 | $165.9K | 0.07% | 00.0% | Unchanged |
| GTS Securities LLC | 10,100 | $167.6K | 0.00% | −13,676−57.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 10,167 | $168.7K | 0.00% | +10,167 | New |
| Lincoln National Corp | 10,199 | $169.2K | 0.00% | +10,199 | New |
| Nomura Asset Management Co Ltd | 10,201 | $169.2K | 0.00% | −79−0.8% | Reduced |
| Truvestments Capital LLC | 10,234 | $169.8K | 0.07% | −4,160−28.9% | Reduced |
| CWM, LLC | 10,335 | $171.0K | 0.00% | +4,075+65.1% | Added |
| Patton Fund Management, Inc. | 10,345 | $171.6K | 0.03% | +10,345 | New |
| Meritage Group LP | 10,601 | $176.0K | 0.00% | −637−5.7% | Reduced |
| Fayez Sarofim & Co | 10,691 | $177.4K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 10,798 | $179.1K | 0.03% | 00.0% | Unchanged |
| Cipher Capital LP | 10,813 | $179.4K | 0.08% | +10,813 | New |
| NEOS Investment Management LLC | 10,945 | $181.6K | 0.01% | +10,945 | New |
| Perennial Investment Advisors, LLC | 10,993 | $182.4K | 0.03% | +21+0.2% | Added |
| Burney Co | 11,026 | $182.9K | 0.01% | +11,026 | New |
| Cooper Financial Group | 11,069 | $183.6K | 0.03% | +146+1.3% | Added |
| Quantitative Investment Management, LLC | 11,189 | $185.0K | 0.01% | +11,189 | New |
| Leonteq Securities AG | 11,210 | $186.0K | 0.03% | −2,848−20.3% | Reduced |
| Advisors Asset Management, Inc. | 11,431 | $189.6K | 0.00% | +4,995+77.6% | Added |
| Gsa Capital Partners LLP | 11,603 | $192.0K | 0.02% | +11,603 | New |
| Perigon Wealth Management, LLC | 11,669 | $193.6K | 0.01% | +426+3.8% | Added |
| Headlands Technologies LLC | 11,680 | $193.8K | 0.05% | +11,680 | New |
| Harbour Investments, Inc. | 11,735 | $194.7K | 0.01% | −107−0.9% | Reduced |
| V-Square Quantitative Management LLC | 11,772 | $195.3K | 0.03% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 11,884 | $197.2K | 0.01% | −6,011−33.6% | Reduced |
| Novare Capital Management LLC | 12,000 | $199.1K | 0.02% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 12,084 | $200.5K | 0.09% | +19+0.2% | Added |
| Natixis Advisors, L.P. | 12,101 | $201.0K | 0.00% | −3,748−23.6% | Reduced |
| Iron Financial, LLC | 12,116 | $201.0K | 0.11% | +1,013+9.1% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 12,564 | $208.4K | 0.00% | +12,564 | New |
| Caldwell Trust Co | 12,707 | $210.8K | 0.02% | +40.0% | Added |
| Dorsey & Whitney Trust CO LLC | 12,922 | $214.4K | 0.01% | −32−0.2% | Reduced |
| Oxford Financial Group Ltd | 12,995 | $215.6K | 0.01% | +51+0.4% | Added |
| Moors & Cabot, Inc. | 13,038 | $216.3K | 0.01% | +160+1.2% | Added |
| Oak Thistle LLC | 13,049 | $216.5K | 0.19% | −52,297−80.0% | Reduced |
| Keystone Financial Group | 13,099 | $217.3K | 0.03% | +61+0.5% | Added |
| United Capital Financial Advisers, LLC | 13,319 | $221.0K | 0.00% | −2,782−17.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 13,429 | $223.0K | 0.00% | +2,493+22.8% | Added |
| Envestnet Asset Management Inc | 13,490 | $223.8K | 0.00% | −55,254−80.4% | Reduced |
| CIBC World Markets Inc. | 13,820 | $229.0K | 0.00% | +13,820 | New |
| M&T Bank Corp | 14,387 | $238.7K | 0.00% | +399+2.9% | Added |
| Wedmont Private Capital | 14,131 | $239.4K | 0.02% | +105+0.7% | Added |
| US Bancorp | 14,711 | $244.0K | 0.00% | −3,090−17.4% | Reduced |
| Greenleaf Trust | 14,713 | $244.1K | 0.00% | −51−0.3% | Reduced |
| Daiwa Securities Group Inc. | 14,794 | $245.0K | 0.00% | +2,748+22.8% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 14,834 | $246.1K | 0.02% | −1,182−7.4% | Reduced |
| Korea Investment CORP | 14,835 | $246.1K | 0.00% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 15,085 | $250.3K | 0.05% | +15,085 | New |
| Eagle Rock Investment Company, LLC | 15,175 | $251.8K | 0.05% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 15,326 | $254.3K | 0.07% | −882−5.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 15,366 | $254.9K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 15,659 | $259.8K | 0.00% | +526+3.5% | Added |
| Norinchukin Bank, The | 15,868 | $263.3K | 0.01% | −234−1.5% | Reduced |
| Beacon Investment Advisory Services, Inc. | 16,087 | $266.9K | 0.01% | +20.0% | Added |
| United Services Automobile Association | 16,121 | $267.4K | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 16,282 | $270.1K | 0.00% | +16,282 | New |
| Stonebridge Capital Advisors LLC | 16,500 | $273.7K | 0.02% | −52,688−76.2% | Reduced |
| Handelsinvest Investeringsforvaltning | 16,580 | $275.0K | 0.13% | −8,607−34.2% | Reduced |
| International Private Wealth Advisors LLC | 16,691 | $276.9K | 0.53% | +16,691 | New |
| Bank Ozk | 17,039 | $282.7K | 0.13% | −13,969−45.0% | Reduced |
| NBC Securities, Inc. | 17,170 | $284.0K | 0.03% | +1,935+12.7% | Added |
| Centennial Wealth Advisory LLC | 17,610 | $292.2K | 0.14% | −911−4.9% | Reduced |
| Metropolitan Life Insurance Co | 18,129 | $300.8K | 0.01% | −169−0.9% | Reduced |
| Ieq Capital, LLC | 18,452 | $306.1K | 0.00% | −1,609−8.0% | Reduced |
| EPG Wealth Management LLC | 18,528 | $307.4K | 0.08% | +884+5.0% | Added |
| MAI Capital Management | 18,585 | $308.3K | 0.00% | −1,252−6.3% | Reduced |
| Prelude Capital Management, LLC | 18,737 | $310.8K | 0.02% | +18,737 | New |
| Keebeck Alpha, LP | 19,020 | $315.5K | 0.21% | +19,020 | New |
| Ethic Inc. | 19,345 | $320.9K | 0.01% | −13,695−41.4% | Reduced |
| Element Wealth, LLC | 19,472 | $323.0K | 0.19% | +95+0.5% | Added |