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 |
|---|---|---|---|---|---|
| Pathstone Holdings, LLC | 64,184 | $1.06M | 0.01% | +13,259+26.0% | Added |
| Aviance Capital Partners, LLC | 64,931 | $1.08M | 0.16% | +1,829+2.9% | Added |
| Northwestern Mutual Wealth Management Co | 65,935 | $1.09M | 0.00% | −1,747−2.6% | Reduced |
| Kestra Advisory Services, LLC | 66,466 | $1.10M | 0.01% | −1,911−2.8% | Reduced |
| Raymond James & Associates | 66,490 | $1.10M | 0.00% | −6,531−8.9% | Reduced |
| Numerai GP LLC | 67,111 | $1.11M | 0.48% | +67,111 | New |
| Public Sector Pension Investment Board | 67,434 | $1.12M | 0.01% | +200+0.3% | Added |
| State of Wisconsin Investment Board | 68,175 | $1.13M | 0.00% | +27,510+67.7% | Added |
| Handelsbanken Fonder AB | 68,800 | $1.14M | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 70,436 | $1.17M | 0.01% | −7,666−9.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 70,974 | $1.18M | 0.01% | −1,414−2.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 72,075 | $1.20M | 0.00% | +37,666+109.5% | Added |
| Mork Capital Management, LLC | 73,400 | $1.22M | 0.92% | 00.0% | Unchanged |
| Teza Capital Management LLC | 76,490 | $1.27M | 0.17% | −40,772−34.8% | Reduced |
| Savant Capital, LLC | 78,377 | $1.30M | 0.01% | +49,127+168.0% | Added |
| B.O.S.S. Retirement Advisors, LLC | 73,182 | $1.31M | 0.50% | −8,772−10.7% | Reduced |
| Czech National Bank | 79,115 | $1.31M | 0.02% | +379+0.5% | Added |
| TD Asset Management Inc | 80,092 | $1.33M | 0.00% | +1,400+1.8% | Added |
| Kestra Private Wealth Services, LLC | 81,512 | $1.35M | 0.03% | −1,284−1.6% | Reduced |
| Nebula Research & Development LLC | 82,016 | $1.36M | 0.29% | +82,016 | New |
| Aquatic Capital Management LLC | 83,100 | $1.38M | 0.05% | +27,900+50.5% | Added |
| Venture Visionary Partners LLC | 83,109 | $1.38M | 0.07% | +83,109 | New |
| Qsemble Capital Management, LP | 84,256 | $1.40M | 0.31% | +84,256 | New |
| Harmony Asset Management LLC | 84,825 | $1.41M | 0.58% | −2,300−2.6% | Reduced |
| Bessemer Group Inc | 85,341 | $1.42M | 0.00% | +83,767+5,321.9% | Added |
| The PNC Financial Services Group, Inc. | 86,097 | $1.43M | 0.00% | +10,237+13.5% | Added |
| Erste Asset Management GmbH | 90,583 | $1.49M | 0.02% | +11,393+14.4% | Added |
| STRS Ohio | 91,292 | $1.51M | 0.01% | +91,292 | New |
| Wealthfront Advisers LLC | 91,944 | $1.53M | 0.01% | −2,065−2.2% | Reduced |
| Cetera Investment Advisers | 92,059 | $1.53M | 0.00% | +71,787+354.1% | Added |
| Baird Financial Group, Inc. | 92,125 | $1.53M | 0.00% | +2,598+2.9% | Added |
| Arizona State Retirement System | 92,661 | $1.54M | 0.01% | −1,396−1.5% | Reduced |
| CIBC World Markets Corp | 95,581 | $1.59M | 0.01% | +3,840+4.2% | Added |
| Duality Advisers, LP | 95,689 | $1.59M | 0.16% | +73,065+323.0% | Added |
| Guggenheim Capital LLC | 95,740 | $1.59M | 0.01% | −44,922−31.9% | Reduced |
| Pictet Asset Management Holding SA | 96,798 | $1.61M | 0.00% | +685+0.7% | Added |
| QRG Capital Management, Inc. | 97,629 | $1.62M | 0.02% | +9,312+10.5% | Added |
| Ensign Peak Advisors, Inc | 98,025 | $1.63M | 0.00% | −4,945−4.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 98,678 | $1.64M | 0.01% | +232+0.2% | Added |
| Retirement Systems of Alabama | 99,212 | $1.65M | 0.01% | +134+0.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 100,999 | $1.68M | 0.13% | +28,650+39.6% | Added |
| Highland Capital Management, LLC | 101,008 | $1.68M | 0.10% | −250−0.2% | Reduced |
| MetLife Investment Management | 103,556 | $1.72M | 0.01% | −3,887−3.6% | Reduced |
| Texas Permanent School Fund | 103,613 | $1.72M | 0.01% | +4,491+4.5% | Added |
| ARGA Investment Management, LP | 108,269 | $1.80M | 0.06% | +1,105+1.0% | Added |
| Capital Fund Management S.A. | 111,224 | $1.85M | 0.02% | +56,206+102.2% | Added |
| Paralel Advisors LLC | 116,749 | $1.94M | 0.09% | 00.0% | Unchanged |
| American International Group, Inc. | 116,841 | $1.94M | 0.01% | −333−0.3% | Reduced |
| Susquehanna Fundamental Investments, LLC | 117,471 | $1.95M | 0.09% | +117,471 | New |
| Toroso Investments, LLC | 121,777 | $2.02M | 0.03% | +121,777 | New |
| Mitsubishi UFJ Trust & Banking Corp | 122,986 | $2.03M | 0.00% | +107,302+684.1% | Added |
| State of Michigan Retirement System | 123,198 | $2.04M | 0.01% | +100+0.1% | Added |
| ProShare Advisors LLC | 123,724 | $2.05M | 0.01% | −6,170−4.8% | Reduced |
| Los Angeles Capital Management LLC | 124,503 | $2.07M | 0.01% | +124,503 | New |
| Systematic Alpha Investments, LLC | 126,193 | $2.09M | 0.08% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 127,857 | $2.12M | 0.11% | −397,922−75.7% | Reduced |
| Quadrature Capital Ltd | 129,684 | $2.15M | 0.04% | +58,259+81.6% | Added |
| Amalgamated Bank | 131,032 | $2.17M | 0.02% | +7,056+5.7% | Added |
| Victory Capital Management Inc | 131,462 | $2.18M | 0.00% | −15,699−10.7% | Reduced |
| Commonwealth Equity Services, LLC | 133,407 | $2.21M | 0.00% | +33,668+33.8% | Added |
| Great West Life Assurance Co | 133,700 | $2.22M | 0.00% | +7,858+6.2% | Added |
| Jane Street Group, LLC | 135,277 | $2.24M | 0.00% | −200,286−59.7% | Reduced |
| Alexander Randolph Advisory, Inc. | 139,190 | $2.31M | 2.02% | −715−0.5% | Reduced |
| Truist Financial Corp | 140,772 | $2.34M | 0.00% | +32,315+29.8% | Added |
| Advisor Group Holdings, Inc. | 149,958 | $2.49M | 0.01% | +87,639+140.6% | Added |
| Catalyst Funds Management Pty Ltd | 153,000 | $2.54M | 0.71% | +153,000 | New |
| State of Tennessee, Treasury Department | 154,415 | $2.56M | 0.01% | +83,940+119.1% | Added |
| Public Employees Retirement System of Ohio | 154,776 | $2.57M | 0.01% | −13,196−7.9% | Reduced |
| Gabelli Funds LLC | 155,000 | $2.57M | 0.02% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 155,635 | $2.58M | 0.04% | +10,368+7.1% | Added |
| PEAK6 Investments LLC | 157,684 | $2.62M | 0.13% | +157,684 | New |
| Point72 (DIFC) Ltd | 158,825 | $2.63M | 0.20% | +158,825 | New |
| Nisa Investment Advisors, LLC | 158,886 | $2.64M | 0.02% | +86+0.1% | Added |
| Treasurer of the State of North Carolina | 162,190 | $2.69M | 0.01% | +1,110+0.7% | Added |
| Caption Management, LLC | 168,997 | $2.80M | 0.31% | +168,997 | New |
| Stifel Financial Corp | 172,634 | $2.86M | 0.00% | +24,009+16.2% | Added |
| Janus Henderson Group PLC | 176,640 | $2.93M | 0.00% | −581−0.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 177,496 | $2.94M | 0.03% | +33,027+22.9% | Added |
| National Bank of Canada | 190,045 | $2.96M | 0.01% | +77,410+68.7% | Added |
| State of New Jersey Common Pension Fund D | 181,736 | $3.02M | 0.01% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 184,148 | $3.06M | 0.02% | −50,898−21.7% | Reduced |
| Rafferty Asset Management, LLC | 184,594 | $3.06M | 0.01% | −6,637−3.5% | Reduced |
| Engineers Gate Manager LP | 186,536 | $3.09M | 0.08% | −137−0.1% | Reduced |
| Quantinno Capital Management LP | 188,462 | $3.13M | 0.07% | +15,029+8.7% | Added |
| Campbell & CO Investment Adviser LLC | 190,926 | $3.17M | 0.27% | +190,926 | New |
| Wells Fargo & Company | 195,301 | $3.24M | 0.00% | +24,044+14.0% | Added |
| Redwood Investment Management, LLC | 195,840 | $3.25M | 0.31% | +15,798+8.8% | Added |
| Citigroup Inc | 201,922 | $3.35M | 0.00% | +13,702+7.3% | Added |
| Continental Advisors LLC | 208,100 | $3.45M | 2.73% | +11,746+6.0% | Added |
| Toronto Dominion Bank | 210,811 | $3.50M | 0.01% | −199,185−48.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 211,156 | $3.50M | 0.00% | −702,354−76.9% | Reduced |
| Swiss Life Asset Management Ltd | 217,430 | $3.61M | 0.05% | +217,430 | New |
| Trexquant Investment LP | 224,624 | $3.73M | 0.07% | +129,965+137.3% | Added |
| LPL Financial LLC | 224,650 | $3.73M | 0.00% | +19,387+9.4% | Added |
| Holocene Advisors, LP | 233,705 | $3.88M | 0.01% | −1,346,134−85.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 239,393 | $3.97M | 0.01% | −27,662−10.4% | Reduced |
| Susquehanna International Group, LLP | 239,819 | $3.98M | 0.01% | −426,437−64.0% | Reduced |
| American Financial Group Inc | 245,000 | $4.07M | 1.53% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 248,906 | $4.13M | 0.01% | −2,218−0.9% | Reduced |
| Valueworks LLC | 249,899 | $4.15M | 1.35% | +1,935+0.8% | Added |