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 |
|---|---|---|---|---|---|
| Gifford Fong Associates | 255,393 | $4.24M | 1.17% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 255,955 | $4.25M | 0.01% | −55,724−17.9% | Reduced |
| Poehling Capital Management, LLC | 256,319 | $4.25M | 1.14% | −378−0.1% | Reduced |
| Interval Partners, LP | 270,420 | $4.49M | 0.17% | −183,095−40.4% | Reduced |
| ExodusPoint Capital Management, LP | 276,071 | $4.58M | 0.06% | +276,071 | New |
| APG Asset Management N.V. | 301,400 | $4.63M | 0.01% | +301,400 | New |
| Quantbot Technologies LP | 283,584 | $4.70M | 0.27% | +109,116+62.5% | Added |
| SEI Investments Co | 284,181 | $4.71M | 0.01% | −1,550−0.5% | Reduced |
| Canada Pension Plan Investment Board | 292,800 | $4.86M | 0.01% | +158,900+118.7% | Added |
| Jump Financial, LLC | 295,127 | $4.90M | 0.13% | +253,542+609.7% | Added |
| South Dakota Investment Council | 295,448 | $4.90M | 0.10% | 00.0% | Unchanged |
| Voya Investment Management LLC | 301,258 | $5.00M | 0.00% | +165,261+121.5% | Added |
| Cacti Asset Management LLC | 326,281 | $5.10M | 0.42% | +127,931+64.5% | Added |
| Manufacturers Life Insurance Company, The | 316,789 | $5.26M | 0.00% | −42,686−11.9% | Reduced |
| Live Oak Private Wealth LLC | 319,199 | $5.30M | 0.92% | +13,016+4.3% | Added |
| Robeco Institutional Asset Management B.V. | 320,896 | $5.32M | 0.01% | −156,615−32.8% | Reduced |
| Prudential Financial Inc | 344,523 | $5.72M | 0.01% | −228,640−39.9% | Reduced |
| California State Teachers Retirement System | 350,465 | $5.81M | 0.01% | −19,516−5.3% | Reduced |
| Adage Capital Partners GP, L.L.C. | 350,869 | $5.82M | 0.01% | −85,800−19.6% | Reduced |
| Storebrand Asset Management AS | 364,927 | $6.05M | 0.02% | −14,238−3.8% | Reduced |
| New York State Teachers Retirement System | 380,292 | $6.31M | 0.01% | −71,447−15.8% | Reduced |
| Bank of Montreal | 388,635 | $6.46M | 0.00% | +25,619+7.1% | Added |
| Insight Folios Inc | 390,278 | $6.47M | 2.62% | +7,777+2.0% | Added |
| Cubist Systematic Strategies, LLC | 393,728 | $6.53M | 0.07% | +163,400+70.9% | Added |
| Ameriprise Financial Inc | 395,291 | $6.56M | 0.00% | −1,739,734−81.5% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 399,350 | $6.63M | 0.15% | −125,377−23.9% | Reduced |
| Wesleyan Assurance Society | 404,237 | $6.70M | 0.59% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 407,980 | $6.77M | 0.05% | +7,347+1.8% | Added |
| Credit Suisse AG | 411,873 | $6.83M | 0.01% | −14,650−3.4% | Reduced |
| Man Group plc | 420,940 | $6.98M | 0.02% | +298,668+244.3% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 436,079 | $7.23M | 0.03% | +65,354+17.6% | Added |
| State Board of Administration of Florida Retirement System | 470,626 | $7.72M | 0.02% | +44,417+10.4% | Added |
| Point72 Europe (London) LLP | 485,700 | $8.06M | 0.75% | +440,090+964.9% | Added |
| Principal Financial Group Inc | 506,616 | $8.40M | 0.00% | +5,159+1.0% | Added |
| M&G Plc | 496,351 | $8.44M | 0.05% | +496,351 | New |
| Olstein Capital Management, L.P. | 514,946 | $8.54M | 1.40% | −18,000−3.4% | Reduced |
| Thrivent Financial for Lutherans | 526,256 | $8.73M | 0.02% | +360,640+217.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 531,436 | $8.82M | 0.03% | −257,652−32.7% | Reduced |
| Cerity Partners LLC | 538,142 | $8.93M | 0.02% | +38,438+7.7% | Added |
| FMR LLC | 551,058 | $9.14M | 0.00% | −151,311−21.5% | Reduced |
| Marshall Wace, LLP | 566,227 | $9.39M | 0.02% | −646,986−53.3% | Reduced |
| AE Wealth Management LLC | 627,024 | $10.4M | 0.12% | −141,004−18.4% | Reduced |
| Channing Capital Management, LLC | 632,114 | $10.5M | 0.28% | +156,839+33.0% | Added |
| Bank of Nova Scotia | 632,820 | $10.5M | 0.02% | −66,159−9.5% | Reduced |
| California Public Employees Retirement System | 633,796 | $10.5M | 0.01% | −7,108−1.1% | Reduced |
| UBS Asset Management Americas Inc | 650,661 | $10.8M | 0.00% | −7,148−1.1% | Reduced |
| Swiss National Bank | 665,700 | $11.0M | 0.01% | +2,600+0.4% | Added |
| Ossiam | 680,157 | $11.3M | 0.20% | +655,977+2,712.9% | Added |
| Legal & General Group Plc | 698,617 | $11.6M | 0.00% | +31,177+4.7% | Added |
| Rhumbline Advisers | 702,200 | $11.6M | 0.01% | −43,638−5.9% | Reduced |
| AXA S.A. | 750,920 | $12.5M | 0.04% | −483,386−39.2% | Reduced |
| BNP Paribas Arbitrage, SA | 826,929 | $13.7M | 0.02% | +237,756+40.4% | Added |
| Squarepoint Ops LLC | 870,414 | $14.4M | 0.06% | −1,048,312−54.6% | Reduced |
| Renaissance Technologies LLC | 897,100 | $14.9M | 0.02% | +767,200+590.6% | Added |
| Royal Bank of Canada | 968,532 | $16.1M | 0.00% | −49,410−4.9% | Reduced |
| Qube Research & Technologies Ltd | 978,238 | $16.2M | 0.03% | +978,238 | New |
| D. E. Shaw & Co., Inc. | 985,979 | $16.4M | 0.02% | +384,217+63.8% | Added |
| JPMorgan Chase & Co | 1,009,152 | $16.7M | 0.00% | −70,320−6.5% | Reduced |
| Citadel Advisors LLC | 1,010,261 | $16.8M | 0.02% | −4,345,874−81.1% | Reduced |
| First Trust Advisors LP | 1,018,098 | $16.9M | 0.02% | −169,560−14.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 1,079,698 | $17.9M | 0.08% | +4,870+0.5% | Added |
| Nuveen Asset Management, LLC | 1,087,349 | $18.0M | 0.01% | −3,437−0.3% | Reduced |
| Deutsche Bank AG | 1,093,799 | $18.1M | 0.01% | −4,015−0.4% | Reduced |
| Macquarie Group Ltd | 1,104,286 | $18.3M | 0.02% | +1,099,986+25,581.1% | Added |
| Pzena Investment Management LLC | 1,114,451 | $18.5M | 0.06% | −5,919−0.5% | Reduced |
| Tudor Investment Corp Et Al | 1,207,008 | $20.0M | 0.25% | +1,189,670+6,861.6% | Added |
| Massachusetts Financial Services Co | 1,321,758 | $21.9M | 0.01% | −1,222,807−48.1% | Reduced |
| UBS Group AG | 1,394,327 | $23.1M | 0.01% | −296,298−17.5% | Reduced |
| Price T Rowe Associates Inc | 1,497,405 | $24.8M | 0.00% | +58,332+4.1% | Added |
| HSBC Holdings PLC | 1,557,795 | $25.8M | 0.02% | +628,419+67.6% | Added |
| Letko, Brosseau & Associates Inc | 1,654,863 | $27.5M | 0.48% | −14,800−0.9% | Reduced |
| American Century Companies Inc | 1,733,980 | $28.8M | 0.02% | +143,089+9.0% | Added |
| AQR Capital Management LLC | 1,986,446 | $33.0M | 0.06% | +70,687+3.7% | Added |
| Barclays PLC | 2,051,796 | $34.0M | 0.02% | −516,220−20.1% | Reduced |
| Bank of America Corp | 2,139,079 | $35.5M | 0.00% | +1,450,335+210.6% | Added |
| Amundi | 2,354,223 | $35.9M | 0.02% | +666,662+39.5% | Added |
| Two Sigma Investments, LP | 2,301,734 | $38.2M | 0.09% | +946,723+69.9% | Added |
| Millennium Management LLC | 2,345,056 | $38.9M | 0.03% | −332,036−12.4% | Reduced |
| Bank of New York Mellon Corp | 2,459,372 | $40.8M | 0.01% | −130,944−5.1% | Reduced |
| Alliancebernstein L.P. | 2,483,712 | $41.2M | 0.01% | +1,909,860+332.8% | Added |
| Swedbank AB | 2,500,000 | $41.5M | 0.06% | 00.0% | Unchanged |
| Norges Bank | 2,591,715 | $43.0M | 0.01% | −755,409−22.6% | Reduced |
| Goldman Sachs Group Inc | 2,804,991 | $46.5M | 0.01% | −515,920−15.5% | Reduced |
| Two Sigma Advisers, LP | 3,080,600 | $51.1M | 0.12% | +1,581,500+105.5% | Added |
| Voloridge Investment Management, LLC | 3,111,622 | $51.6M | 0.19% | +2,429,947+356.5% | Added |
| Charles Schwab Investment Management Inc | 4,134,976 | $68.6M | 0.02% | +100,020+2.5% | Added |
| Fisher Asset Management, LLC | 4,172,791 | $69.2M | 0.03% | +251,543+6.4% | Added |
| Northern Trust Corp | 5,065,723 | $84.0M | 0.01% | −616,713−10.9% | Reduced |
| Morgan Stanley | 6,124,027 | $101.6M | 0.01% | +1,172,094+23.7% | Added |
| Geode Capital Management, LLC | 9,950,029 | $164.8M | 0.02% | +197,705+2.0% | Added |
| Dimensional Fund Advisors LP | 14,735,162 | $244.5M | 0.07% | +937,111+6.8% | Added |
| State Street Corp | 21,856,185 | $362.6M | 0.02% | +753,382+3.6% | Added |
| Trian Fund Management, L.P.SuperinvestorTrian Fund Management | 33,940,096 | $563.1M | 7.02% | 00.0% | Unchanged |
| Vanguard Group Inc | 51,458,942 | $853.7M | 0.02% | +4,0750.0% | Added |
| BlackRock Inc. | 54,349,185 | $901.7M | 0.02% | +8,049,471+17.4% | Added |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −3,756,500−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −3,463,819−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −666,107−100.0% | Sold out |
| Churchill Management Corp | 0 | $0 | 0.00% | −519,024−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −480,814−100.0% | Sold out |