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 |
|---|---|---|---|---|---|
| Veriti Management LLC | 20,006 | $331.9K | 0.02% | −86−0.4% | Reduced |
| NorthCrest Asset Manangement, LLC | 20,010 | $332.0K | 0.01% | −350−1.7% | Reduced |
| Glenmede Trust Co NA | 20,404 | $338.5K | 0.00% | −216−1.0% | Reduced |
| MML Investors Services, LLC | 20,775 | $345.0K | 0.00% | −1,632−7.3% | Reduced |
| Captrust Financial Advisors | 21,384 | $354.8K | 0.00% | −17,096−44.4% | Reduced |
| Impact Partnership Wealth, LLC | 21,818 | $362.0K | 0.14% | +3,001+15.9% | Added |
| Farther Finance Advisors, LLC | 22,409 | $369.5K | 0.02% | +923+4.3% | Added |
| CSS LLC | 22,390 | $371.4K | 0.03% | +22,390 | New |
| New Mexico Educational Retirement Board | 22,614 | $375.0K | 0.01% | −1,200−5.0% | Reduced |
| Morningstar Investment Services LLC | 23,938 | $394.0K | 0.00% | −25,455−51.5% | Reduced |
| Unison Advisors LLC | 23,975 | $397.7K | 0.04% | +260+1.1% | Added |
| Vontobel Holding Ltd. | 24,044 | $398.9K | 0.00% | −5,751−19.3% | Reduced |
| Credit Agricole S A | 27,305 | $416.9K | 0.01% | +14,586+114.7% | Added |
| Wolverine Trading, LLC | 25,202 | $418.1K | 0.00% | +634+2.6% | Added |
| Mather Group, LLC. | 23,482 | $418.9K | 0.01% | −94−0.4% | Reduced |
| Louisiana State Employees Retirement System | 26,200 | $434.7K | 0.01% | −1,000−3.7% | Reduced |
| Signaturefd, LLC | 26,251 | $435.5K | 0.01% | +11,744+81.0% | Added |
| Maryland State Retirement & Pension System | 28,738 | $438.3K | 0.01% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 26,474 | $439.2K | 0.01% | −1,991−7.0% | Reduced |
| Equitable Holdings, Inc. | 26,962 | $447.3K | 0.01% | −198−0.7% | Reduced |
| Rathbone Brothers plc | 26,981 | $447.6K | 0.00% | −783−2.8% | Reduced |
| Retirement Planning Co of New England, Inc. | 27,550 | $457.1K | 0.25% | +4,325+18.6% | Added |
| Hartford Investment Management Co | 28,610 | $474.6K | 0.02% | −1,568−5.2% | Reduced |
| Krane Funds Advisors LLC | 29,501 | $481.8K | 0.02% | +29,501 | New |
| Atom Investors LP | 29,213 | $484.6K | 0.06% | +29,213 | New |
| Natixis | 29,549 | $490.2K | 0.00% | −109,212−78.7% | Reduced |
| Kinneret Advisory, LLC | 29,771 | $493.9K | 0.05% | −93−0.3% | Reduced |
| WBI Investments | 30,153 | $500.2K | 0.10% | −110,820−78.6% | Reduced |
| Tower Research Capital LLC (TRC) | 30,217 | $501.3K | 0.01% | −42,019−58.2% | Reduced |
| ClearAlpha Technologies LP | 30,387 | $504.1K | 0.22% | −42,046−58.0% | Reduced |
| Pacer Advisors, Inc. | 30,796 | $510.9K | 0.00% | +748+2.5% | Added |
| Axq Capital, LP | 31,000 | $514.3K | 0.12% | −26,100−45.7% | Reduced |
| Investors Research Corp | 31,500 | $522.6K | 0.12% | +2,700+9.4% | Added |
| O'Shaughnessy Asset Management, LLC | 31,543 | $523.3K | 0.01% | +7,966+33.8% | Added |
| Public Employees Retirement Association of Colorado | 31,913 | $529.0K | 0.00% | −2,711−7.8% | Reduced |
| Stock Yards Bank & Trust Co | 32,682 | $542.2K | 0.02% | −1,570−4.6% | Reduced |
| Tennessee Valley Asset Management Partners | 33,074 | $548.7K | 0.13% | +276+0.8% | Added |
| Asset Management One Co.,Ltd. | 33,442 | $554.8K | 0.00% | +29,090+668.4% | Added |
| Crossmark Global Holdings, Inc. | 33,973 | $564.0K | 0.01% | +753+2.3% | Added |
| LMR Partners LLP | 34,112 | $565.9K | 0.01% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 34,136 | $566.3K | 0.02% | −1,833−5.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 34,592 | $573.0K | 0.01% | −1,832−5.0% | Reduced |
| Everence Capital Management Inc | 34,830 | $578.0K | 0.04% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 35,341 | $586.3K | 0.34% | +35,341 | New |
| Creative Planning | 35,927 | $596.0K | 0.00% | +1,268+3.7% | Added |
| Private Advisor Group, LLC | 36,469 | $605.0K | 0.00% | −15,166−29.4% | Reduced |
| Magnetar Financial LLC | 36,557 | $606.5K | 0.01% | +36,557 | New |
| Freestone Capital Holdings, LLC | 36,692 | $608.7K | 0.02% | +36,692 | New |
| Acadian Asset Management LLC | 37,173 | $615.0K | 0.00% | +9,747+35.5% | Added |
| Allspring Global Investments Holdings, LLC | 37,142 | $616.2K | 0.00% | −3,800−9.3% | Reduced |
| Cornercap Investment Counsel Inc | 37,760 | $626.4K | 0.10% | +968+2.6% | Added |
| Group One Trading, L.P. | 38,074 | $631.6K | 0.02% | +31,967+523.4% | Added |
| Wealthcare Advisory Partners LLC | 38,284 | $635.1K | 0.02% | +3,327+9.5% | Added |
| Oregon Public Employees Retirement Fund | 38,386 | $636.8K | 0.01% | +3,300+9.4% | Added |
| Paradigm Asset Management Co LLC | 39,000 | $647.0K | 0.16% | 00.0% | Unchanged |
| Commerce Bank | 39,143 | $649.4K | 0.00% | +356+0.9% | Added |
| HighTower Advisors, LLC | 39,213 | $651.0K | 0.00% | +16,186+70.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 39,988 | $663.4K | 0.00% | +17,965+81.6% | Added |
| Cresset Asset Management, LLC | 40,671 | $674.7K | 0.00% | +5,280+14.9% | Added |
| XTX Topco Ltd | 41,788 | $693.3K | 0.09% | +41,788 | New |
| JustInvest LLC | 42,156 | $699.4K | 0.02% | −4,148−9.0% | Reduced |
| CIBC Private Wealth Group, LLC | 42,864 | $706.8K | 0.00% | +21,791+103.4% | Added |
| Teacher Retirement System of Texas | 42,670 | $708.0K | 0.00% | +1,902+4.7% | Added |
| Strategic Advisors LLC | 44,500 | $738.3K | 0.15% | −4,000−8.2% | Reduced |
| Xponance, Inc. | 44,888 | $744.7K | 0.01% | −13,392−23.0% | Reduced |
| Brevan Howard Capital Management LP | 45,161 | $749.2K | 0.07% | +3,203+7.6% | Added |
| D.A. Davidson & Co. | 46,190 | $766.3K | 0.01% | −2,150−4.4% | Reduced |
| Vinva Investment Management Ltd | 30,330 | $771.3K | 0.04% | +30,330 | New |
| Wright Investors Service Inc | 46,787 | $776.2K | 0.20% | +944+2.1% | Added |
| Edgestream Partners, L.P. | 47,298 | $784.7K | 0.04% | +2,009+4.4% | Added |
| Lloyd Advisory Services, LLC. | 47,320 | $785.0K | 0.17% | +47,320 | New |
| Simplex Trading, LLC | 47,718 | $791.0K | 0.02% | +38,678+427.9% | Added |
| CI Private Wealth, LLC | 48,277 | $800.9K | 0.00% | +9,114+23.3% | Added |
| Mackenzie Financial Corp | 48,311 | $801.5K | 0.00% | −285−0.6% | Reduced |
| HAP Trading, LLC | 48,401 | $803.0K | 0.25% | +3,726+8.3% | Added |
| State of Alaska, Department of Revenue | 48,771 | $809.0K | 0.01% | +225+0.5% | Added |
| Walleye Capital LLC | 49,116 | $814.8K | 0.01% | +49,116 | New |
| Mirae Asset Global Investments Co., Ltd. | 53,463 | $850.5K | 0.00% | −69,451−56.5% | Reduced |
| KBC Group NV | 52,534 | $872.0K | 0.00% | −777,697−93.7% | Reduced |
| SG Americas Securities, LLC | 53,730 | $891.0K | 0.00% | −142,589−72.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 54,426 | $902.9K | 0.05% | +18,942+53.4% | Added |
| Standard Life Aberdeen plc | 54,428 | $903.0K | 0.00% | −24,628−31.2% | Reduced |
| Russell Investments Group, Ltd. | 54,637 | $905.9K | 0.00% | +32,989+152.4% | Added |
| Gold Investment Management Ltd. | 55,245 | $916.5K | 0.37% | +2,502+4.7% | Added |
| UniSuper Management Pty Ltd | 55,527 | $921.2K | 0.01% | +51,160+1,171.5% | Added |
| Impax Asset Management Group plc | 56,500 | $937.3K | 0.00% | +19,400+52.3% | Added |
| Rothschild Investment LLC | 57,071 | $946.8K | 0.07% | +1,390+2.5% | Added |
| Mariner, LLC | 57,377 | $951.9K | 0.00% | +3,788+7.1% | Added |
| Verition Fund Management LLC | 57,468 | $953.4K | 0.01% | +6,912+13.7% | Added |
| Fox Run Management, L.L.C. | 58,418 | $969.2K | 0.21% | +4,090+7.5% | Added |
| Mutual of America Capital Management LLC | 58,933 | $977.7K | 0.01% | −1,058−1.8% | Reduced |
| Neuberger Berman Group LLC | 59,293 | $983.7K | 0.00% | +123+0.2% | Added |
| Franklin Resources Inc | 59,587 | $988.5K | 0.00% | −44,087−42.5% | Reduced |
| New York Life Investment Management LLC | 60,145 | $997.8K | 0.01% | −2,320−3.7% | Reduced |
| Mercer Global Advisors Inc | 60,161 | $998.0K | 0.00% | −26,646−30.7% | Reduced |
| CIBC Asset Management Inc | 61,481 | $1.02M | 0.00% | +1,716+2.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 61,559 | $1.02M | 0.00% | −5,718−8.5% | Reduced |
| Centiva Capital, LP | 63,239 | $1.05M | 0.06% | +63,239 | New |
| Utah Retirement Systems | 63,578 | $1.05M | 0.01% | −100−0.2% | Reduced |
| Greenwood Capital Associates LLC | 63,944 | $1.06M | 0.14% | +63,944 | New |