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 |
|---|---|---|---|---|---|
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −269,501−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −204,606−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −181,184−100.0% | Sold out |
| Trilogy Capital Inc. | 0 | $0 | 0.00% | −177,538−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −139,245−100.0% | Sold out |
| Quinn Opportunity Partners LLC | 0 | $0 | 0.00% | −79,731−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −77,763−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −73,388−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −73,200−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −64,500−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −62,048−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −50,591−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −44,624−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −41,482−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −40,093−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −36,333−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −26,648−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −24,282−100.0% | Sold out |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −24,217−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −23,214−100.0% | Sold out |
| Hourglass Capital, LLC | 0 | $0 | 0.00% | −22,910−100.0% | Sold out |
| Gratus Wealth Advisors, LLC | 0 | $0 | 0.00% | −21,018−100.0% | Sold out |
| Purus Wealth Management, LLC | 0 | $0 | 0.00% | −17,306−100.0% | Sold out |
| Ethos Financial Group, LLC | 0 | $0 | 0.00% | −16,179−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −13,369−100.0% | Sold out |
| Modera Wealth Management, LLC | 0 | $0 | 0.00% | −12,394−100.0% | Sold out |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0 | $0 | 0.00% | −12,026−100.0% | Sold out |
| FJ Investments, LLC | 0 | $0 | 0.00% | −11,750−100.0% | Sold out |
| Visionary Wealth Advisors | 0 | $0 | 0.00% | −11,496−100.0% | Sold out |
| VitalStone Financial, LLC | 0 | $0 | 0.00% | −11,247−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −10,825−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −10,761−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −10,655−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −8,967−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −5,515−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −5,512−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3,854−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −2,044−100.0% | Sold out |
| EdgeRock Capital LLC | 0 | $0 | 0.00% | −1,042−100.0% | Sold out |
| O'Dell Group, LLC | 0 | $0 | 0.00% | −696−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −668−100.0% | Sold out |
| Mycio Wealth Partners, LLC | 0 | $0 | 0.00% | −605−100.0% | Sold out |
| Mine & Arao Wealth Creation & Management, LLC. | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Benjamin Edwards Inc | 0 | $0 | 0.00% | −256−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −256−100.0% | Sold out |
| Hazlett, Burt & Watson, Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −185−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −191−100.0% | Sold out |
| Rogco, LP | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| Addison Advisors LLC | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| Oakworth Capital, Inc. | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Livelsberger Financial Advisory | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Delta Asset Management LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Abound Wealth Management | 0 | $0 | 0.00% | 0 | Sold out |
| NinePointTwo Capital | – | – | – | – | Not filed |
| Putnam Investments LLC | – | – | – | – | Not filed |
| Nalls Sherbakoff Group, LLC | – | – | – | – | Not filed |
| Coppell Advisory Solutions LLC | – | – | – | – | Not filed |
| Baystate Wealth Management LLC | – | – | – | – | Not filed |