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 |
|---|---|---|---|---|---|
| Holocene Advisors, LP | 233,705 | $3.88M | 0.01% | −1,346,134−85.2% | Reduced |
| LPL Financial LLC | 224,650 | $3.73M | 0.00% | +19,387+9.4% | Added |
| Trexquant Investment LP | 224,624 | $3.73M | 0.07% | +129,965+137.3% | Added |
| Swiss Life Asset Management Ltd | 217,430 | $3.61M | 0.05% | +217,430 | New |
| Arrowstreet Capital, Limited Partnership | 211,156 | $3.50M | 0.00% | −702,354−76.9% | Reduced |
| Toronto Dominion Bank | 210,811 | $3.50M | 0.01% | −199,185−48.6% | Reduced |
| Continental Advisors LLC | 208,100 | $3.45M | 2.73% | +11,746+6.0% | Added |
| Citigroup Inc | 201,922 | $3.35M | 0.00% | +13,702+7.3% | Added |
| Redwood Investment Management, LLC | 195,840 | $3.25M | 0.31% | +15,798+8.8% | Added |
| Wells Fargo & Company | 195,301 | $3.24M | 0.00% | +24,044+14.0% | Added |
| Campbell & CO Investment Adviser LLC | 190,926 | $3.17M | 0.27% | +190,926 | New |
| Quantinno Capital Management LP | 188,462 | $3.13M | 0.07% | +15,029+8.7% | Added |
| Engineers Gate Manager LP | 186,536 | $3.09M | 0.08% | −137−0.1% | Reduced |
| Rafferty Asset Management, LLC | 184,594 | $3.06M | 0.01% | −6,637−3.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 184,148 | $3.06M | 0.02% | −50,898−21.7% | Reduced |
| State of New Jersey Common Pension Fund D | 181,736 | $3.02M | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 190,045 | $2.96M | 0.01% | +77,410+68.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 177,496 | $2.94M | 0.03% | +33,027+22.9% | Added |
| Janus Henderson Group PLC | 176,640 | $2.93M | 0.00% | −581−0.3% | Reduced |
| Stifel Financial Corp | 172,634 | $2.86M | 0.00% | +24,009+16.2% | Added |
| Caption Management, LLC | 168,997 | $2.80M | 0.31% | +168,997 | New |
| Treasurer of the State of North Carolina | 162,190 | $2.69M | 0.01% | +1,110+0.7% | Added |
| Nisa Investment Advisors, LLC | 158,886 | $2.64M | 0.02% | +86+0.1% | Added |
| Point72 (DIFC) Ltd | 158,825 | $2.63M | 0.20% | +158,825 | New |
| PEAK6 Investments LLC | 157,684 | $2.62M | 0.13% | +157,684 | New |
| Alaska Permanent Fund Corp | 155,635 | $2.58M | 0.04% | +10,368+7.1% | Added |
| Gabelli Funds LLC | 155,000 | $2.57M | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 154,776 | $2.57M | 0.01% | −13,196−7.9% | Reduced |
| State of Tennessee, Treasury Department | 154,415 | $2.56M | 0.01% | +83,940+119.1% | Added |
| Catalyst Funds Management Pty Ltd | 153,000 | $2.54M | 0.71% | +153,000 | New |
| Advisor Group Holdings, Inc. | 149,958 | $2.49M | 0.01% | +87,639+140.6% | Added |
| Truist Financial Corp | 140,772 | $2.34M | 0.00% | +32,315+29.8% | Added |
| Alexander Randolph Advisory, Inc. | 139,190 | $2.31M | 2.02% | −715−0.5% | Reduced |
| Jane Street Group, LLC | 135,277 | $2.24M | 0.00% | −200,286−59.7% | Reduced |
| Great West Life Assurance Co | 133,700 | $2.22M | 0.00% | +7,858+6.2% | Added |
| Commonwealth Equity Services, LLC | 133,407 | $2.21M | 0.00% | +33,668+33.8% | Added |
| Victory Capital Management Inc | 131,462 | $2.18M | 0.00% | −15,699−10.7% | Reduced |
| Amalgamated Bank | 131,032 | $2.17M | 0.02% | +7,056+5.7% | Added |
| Quadrature Capital Ltd | 129,684 | $2.15M | 0.04% | +58,259+81.6% | Added |
| Cinctive Capital Management LP | 127,857 | $2.12M | 0.11% | −397,922−75.7% | Reduced |
| Systematic Alpha Investments, LLC | 126,193 | $2.09M | 0.08% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 124,503 | $2.07M | 0.01% | +124,503 | New |
| ProShare Advisors LLC | 123,724 | $2.05M | 0.01% | −6,170−4.8% | Reduced |
| State of Michigan Retirement System | 123,198 | $2.04M | 0.01% | +100+0.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 122,986 | $2.03M | 0.00% | +107,302+684.1% | Added |
| Toroso Investments, LLC | 121,777 | $2.02M | 0.03% | +121,777 | New |
| Susquehanna Fundamental Investments, LLC | 117,471 | $1.95M | 0.09% | +117,471 | New |
| American International Group, Inc. | 116,841 | $1.94M | 0.01% | −333−0.3% | Reduced |
| Paralel Advisors LLC | 116,749 | $1.94M | 0.09% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 111,224 | $1.85M | 0.02% | +56,206+102.2% | Added |
| ARGA Investment Management, LP | 108,269 | $1.80M | 0.06% | +1,105+1.0% | Added |
| Texas Permanent School Fund | 103,613 | $1.72M | 0.01% | +4,491+4.5% | Added |
| MetLife Investment Management | 103,556 | $1.72M | 0.01% | −3,887−3.6% | Reduced |
| Highland Capital Management, LLC | 101,008 | $1.68M | 0.10% | −250−0.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 100,999 | $1.68M | 0.13% | +28,650+39.6% | Added |
| Retirement Systems of Alabama | 99,212 | $1.65M | 0.01% | +134+0.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 98,678 | $1.64M | 0.01% | +232+0.2% | Added |
| Ensign Peak Advisors, Inc | 98,025 | $1.63M | 0.00% | −4,945−4.8% | Reduced |
| QRG Capital Management, Inc. | 97,629 | $1.62M | 0.02% | +9,312+10.5% | Added |
| Pictet Asset Management Holding SA | 96,798 | $1.61M | 0.00% | +685+0.7% | Added |
| Guggenheim Capital LLC | 95,740 | $1.59M | 0.01% | −44,922−31.9% | Reduced |
| Duality Advisers, LP | 95,689 | $1.59M | 0.16% | +73,065+323.0% | Added |
| CIBC World Markets Corp | 95,581 | $1.59M | 0.01% | +3,840+4.2% | Added |
| Arizona State Retirement System | 92,661 | $1.54M | 0.01% | −1,396−1.5% | Reduced |
| Baird Financial Group, Inc. | 92,125 | $1.53M | 0.00% | +2,598+2.9% | Added |
| Cetera Investment Advisers | 92,059 | $1.53M | 0.00% | +71,787+354.1% | Added |
| Wealthfront Advisers LLC | 91,944 | $1.53M | 0.01% | −2,065−2.2% | Reduced |
| STRS Ohio | 91,292 | $1.51M | 0.01% | +91,292 | New |
| Erste Asset Management GmbH | 90,583 | $1.49M | 0.02% | +11,393+14.4% | Added |
| The PNC Financial Services Group, Inc. | 86,097 | $1.43M | 0.00% | +10,237+13.5% | Added |
| Bessemer Group Inc | 85,341 | $1.42M | 0.00% | +83,767+5,321.9% | Added |
| Harmony Asset Management LLC | 84,825 | $1.41M | 0.58% | −2,300−2.6% | Reduced |
| Qsemble Capital Management, LP | 84,256 | $1.40M | 0.31% | +84,256 | New |
| Venture Visionary Partners LLC | 83,109 | $1.38M | 0.07% | +83,109 | New |
| Aquatic Capital Management LLC | 83,100 | $1.38M | 0.05% | +27,900+50.5% | Added |
| Nebula Research & Development LLC | 82,016 | $1.36M | 0.29% | +82,016 | New |
| Kestra Private Wealth Services, LLC | 81,512 | $1.35M | 0.03% | −1,284−1.6% | Reduced |
| TD Asset Management Inc | 80,092 | $1.33M | 0.00% | +1,400+1.8% | Added |
| Czech National Bank | 79,115 | $1.31M | 0.02% | +379+0.5% | Added |
| B.O.S.S. Retirement Advisors, LLC | 73,182 | $1.31M | 0.50% | −8,772−10.7% | Reduced |
| Savant Capital, LLC | 78,377 | $1.30M | 0.01% | +49,127+168.0% | Added |
| Teza Capital Management LLC | 76,490 | $1.27M | 0.17% | −40,772−34.8% | Reduced |
| Mork Capital Management, LLC | 73,400 | $1.22M | 0.92% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 72,075 | $1.20M | 0.00% | +37,666+109.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 70,974 | $1.18M | 0.01% | −1,414−2.0% | Reduced |
| Yousif Capital Management, LLC | 70,436 | $1.17M | 0.01% | −7,666−9.8% | Reduced |
| Handelsbanken Fonder AB | 68,800 | $1.14M | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 68,175 | $1.13M | 0.00% | +27,510+67.7% | Added |
| Public Sector Pension Investment Board | 67,434 | $1.12M | 0.01% | +200+0.3% | Added |
| Numerai GP LLC | 67,111 | $1.11M | 0.48% | +67,111 | New |
| Raymond James & Associates | 66,490 | $1.10M | 0.00% | −6,531−8.9% | Reduced |
| Kestra Advisory Services, LLC | 66,466 | $1.10M | 0.01% | −1,911−2.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 65,935 | $1.09M | 0.00% | −1,747−2.6% | Reduced |
| Aviance Capital Partners, LLC | 64,931 | $1.08M | 0.16% | +1,829+2.9% | Added |
| Pathstone Holdings, LLC | 64,184 | $1.06M | 0.01% | +13,259+26.0% | Added |
| Greenwood Capital Associates LLC | 63,944 | $1.06M | 0.14% | +63,944 | New |
| Utah Retirement Systems | 63,578 | $1.05M | 0.01% | −100−0.2% | Reduced |
| Centiva Capital, LP | 63,239 | $1.05M | 0.06% | +63,239 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 61,559 | $1.02M | 0.00% | −5,718−8.5% | Reduced |
| CIBC Asset Management Inc | 61,481 | $1.02M | 0.00% | +1,716+2.9% | Added |