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 |
|---|---|---|---|---|---|
| Mercer Global Advisors Inc | 60,161 | $998.0K | 0.00% | −26,646−30.7% | Reduced |
| New York Life Investment Management LLC | 60,145 | $997.8K | 0.01% | −2,320−3.7% | Reduced |
| Franklin Resources Inc | 59,587 | $988.5K | 0.00% | −44,087−42.5% | Reduced |
| Neuberger Berman Group LLC | 59,293 | $983.7K | 0.00% | +123+0.2% | Added |
| Mutual of America Capital Management LLC | 58,933 | $977.7K | 0.01% | −1,058−1.8% | Reduced |
| Fox Run Management, L.L.C. | 58,418 | $969.2K | 0.21% | +4,090+7.5% | Added |
| Verition Fund Management LLC | 57,468 | $953.4K | 0.01% | +6,912+13.7% | Added |
| Mariner, LLC | 57,377 | $951.9K | 0.00% | +3,788+7.1% | Added |
| Rothschild Investment LLC | 57,071 | $946.8K | 0.07% | +1,390+2.5% | Added |
| Impax Asset Management Group plc | 56,500 | $937.3K | 0.00% | +19,400+52.3% | Added |
| UniSuper Management Pty Ltd | 55,527 | $921.2K | 0.01% | +51,160+1,171.5% | Added |
| Gold Investment Management Ltd. | 55,245 | $916.5K | 0.37% | +2,502+4.7% | Added |
| Russell Investments Group, Ltd. | 54,637 | $905.9K | 0.00% | +32,989+152.4% | Added |
| Standard Life Aberdeen plc | 54,428 | $903.0K | 0.00% | −24,628−31.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 54,426 | $902.9K | 0.05% | +18,942+53.4% | Added |
| SG Americas Securities, LLC | 53,730 | $891.0K | 0.00% | −142,589−72.6% | Reduced |
| KBC Group NV | 52,534 | $872.0K | 0.00% | −777,697−93.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 53,463 | $850.5K | 0.00% | −69,451−56.5% | Reduced |
| Walleye Capital LLC | 49,116 | $814.8K | 0.01% | +49,116 | New |
| State of Alaska, Department of Revenue | 48,771 | $809.0K | 0.01% | +225+0.5% | Added |
| HAP Trading, LLC | 48,401 | $803.0K | 0.25% | +3,726+8.3% | Added |
| Mackenzie Financial Corp | 48,311 | $801.5K | 0.00% | −285−0.6% | Reduced |
| CI Private Wealth, LLC | 48,277 | $800.9K | 0.00% | +9,114+23.3% | Added |
| Simplex Trading, LLC | 47,718 | $791.0K | 0.02% | +38,678+427.9% | Added |
| Lloyd Advisory Services, LLC. | 47,320 | $785.0K | 0.17% | +47,320 | New |
| Edgestream Partners, L.P. | 47,298 | $784.7K | 0.04% | +2,009+4.4% | Added |
| Wright Investors Service Inc | 46,787 | $776.2K | 0.20% | +944+2.1% | Added |
| Vinva Investment Management Ltd | 30,330 | $771.3K | 0.04% | +30,330 | New |
| D.A. Davidson & Co. | 46,190 | $766.3K | 0.01% | −2,150−4.4% | Reduced |
| Brevan Howard Capital Management LP | 45,161 | $749.2K | 0.07% | +3,203+7.6% | Added |
| Xponance, Inc. | 44,888 | $744.7K | 0.01% | −13,392−23.0% | Reduced |
| Strategic Advisors LLC | 44,500 | $738.3K | 0.15% | −4,000−8.2% | Reduced |
| Teacher Retirement System of Texas | 42,670 | $708.0K | 0.00% | +1,902+4.7% | Added |
| CIBC Private Wealth Group, LLC | 42,864 | $706.8K | 0.00% | +21,791+103.4% | Added |
| JustInvest LLC | 42,156 | $699.4K | 0.02% | −4,148−9.0% | Reduced |
| XTX Topco Ltd | 41,788 | $693.3K | 0.09% | +41,788 | New |
| Cresset Asset Management, LLC | 40,671 | $674.7K | 0.00% | +5,280+14.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 39,988 | $663.4K | 0.00% | +17,965+81.6% | Added |
| HighTower Advisors, LLC | 39,213 | $651.0K | 0.00% | +16,186+70.3% | Added |
| Commerce Bank | 39,143 | $649.4K | 0.00% | +356+0.9% | Added |
| Paradigm Asset Management Co LLC | 39,000 | $647.0K | 0.16% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 38,386 | $636.8K | 0.01% | +3,300+9.4% | Added |
| Wealthcare Advisory Partners LLC | 38,284 | $635.1K | 0.02% | +3,327+9.5% | Added |
| Group One Trading, L.P. | 38,074 | $631.6K | 0.02% | +31,967+523.4% | Added |
| Cornercap Investment Counsel Inc | 37,760 | $626.4K | 0.10% | +968+2.6% | Added |
| Allspring Global Investments Holdings, LLC | 37,142 | $616.2K | 0.00% | −3,800−9.3% | Reduced |
| Acadian Asset Management LLC | 37,173 | $615.0K | 0.00% | +9,747+35.5% | Added |
| Freestone Capital Holdings, LLC | 36,692 | $608.7K | 0.02% | +36,692 | New |
| Magnetar Financial LLC | 36,557 | $606.5K | 0.01% | +36,557 | New |
| Private Advisor Group, LLC | 36,469 | $605.0K | 0.00% | −15,166−29.4% | Reduced |
| Creative Planning | 35,927 | $596.0K | 0.00% | +1,268+3.7% | Added |
| ISAM Funds (UK) Ltd | 35,341 | $586.3K | 0.34% | +35,341 | New |
| Everence Capital Management Inc | 34,830 | $578.0K | 0.04% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 34,592 | $573.0K | 0.01% | −1,832−5.0% | Reduced |
| Kentucky Retirement Systems | 34,136 | $566.3K | 0.02% | −1,833−5.1% | Reduced |
| LMR Partners LLP | 34,112 | $565.9K | 0.01% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 33,973 | $564.0K | 0.01% | +753+2.3% | Added |
| Asset Management One Co.,Ltd. | 33,442 | $554.8K | 0.00% | +29,090+668.4% | Added |
| Tennessee Valley Asset Management Partners | 33,074 | $548.7K | 0.13% | +276+0.8% | Added |
| Stock Yards Bank & Trust Co | 32,682 | $542.2K | 0.02% | −1,570−4.6% | Reduced |
| Public Employees Retirement Association of Colorado | 31,913 | $529.0K | 0.00% | −2,711−7.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 31,543 | $523.3K | 0.01% | +7,966+33.8% | Added |
| Investors Research Corp | 31,500 | $522.6K | 0.12% | +2,700+9.4% | Added |
| Axq Capital, LP | 31,000 | $514.3K | 0.12% | −26,100−45.7% | Reduced |
| Pacer Advisors, Inc. | 30,796 | $510.9K | 0.00% | +748+2.5% | Added |
| ClearAlpha Technologies LP | 30,387 | $504.1K | 0.22% | −42,046−58.0% | Reduced |
| Tower Research Capital LLC (TRC) | 30,217 | $501.3K | 0.01% | −42,019−58.2% | Reduced |
| WBI Investments | 30,153 | $500.2K | 0.10% | −110,820−78.6% | Reduced |
| Kinneret Advisory, LLC | 29,771 | $493.9K | 0.05% | −93−0.3% | Reduced |
| Natixis | 29,549 | $490.2K | 0.00% | −109,212−78.7% | Reduced |
| Atom Investors LP | 29,213 | $484.6K | 0.06% | +29,213 | New |
| Krane Funds Advisors LLC | 29,501 | $481.8K | 0.02% | +29,501 | New |
| Hartford Investment Management Co | 28,610 | $474.6K | 0.02% | −1,568−5.2% | Reduced |
| Retirement Planning Co of New England, Inc. | 27,550 | $457.1K | 0.25% | +4,325+18.6% | Added |
| Rathbone Brothers plc | 26,981 | $447.6K | 0.00% | −783−2.8% | Reduced |
| Equitable Holdings, Inc. | 26,962 | $447.3K | 0.01% | −198−0.7% | Reduced |
| Securian Asset Management, Inc | 26,474 | $439.2K | 0.01% | −1,991−7.0% | Reduced |
| Maryland State Retirement & Pension System | 28,738 | $438.3K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 26,251 | $435.5K | 0.01% | +11,744+81.0% | Added |
| Louisiana State Employees Retirement System | 26,200 | $434.7K | 0.01% | −1,000−3.7% | Reduced |
| Mather Group, LLC. | 23,482 | $418.9K | 0.01% | −94−0.4% | Reduced |
| Wolverine Trading, LLC | 25,202 | $418.1K | 0.00% | +634+2.6% | Added |
| Credit Agricole S A | 27,305 | $416.9K | 0.01% | +14,586+114.7% | Added |
| Vontobel Holding Ltd. | 24,044 | $398.9K | 0.00% | −5,751−19.3% | Reduced |
| Unison Advisors LLC | 23,975 | $397.7K | 0.04% | +260+1.1% | Added |
| Morningstar Investment Services LLC | 23,938 | $394.0K | 0.00% | −25,455−51.5% | Reduced |
| New Mexico Educational Retirement Board | 22,614 | $375.0K | 0.01% | −1,200−5.0% | Reduced |
| CSS LLC | 22,390 | $371.4K | 0.03% | +22,390 | New |
| Farther Finance Advisors, LLC | 22,409 | $369.5K | 0.02% | +923+4.3% | Added |
| Impact Partnership Wealth, LLC | 21,818 | $362.0K | 0.14% | +3,001+15.9% | Added |
| Captrust Financial Advisors | 21,384 | $354.8K | 0.00% | −17,096−44.4% | Reduced |
| MML Investors Services, LLC | 20,775 | $345.0K | 0.00% | −1,632−7.3% | Reduced |
| Glenmede Trust Co NA | 20,404 | $338.5K | 0.00% | −216−1.0% | Reduced |
| NorthCrest Asset Manangement, LLC | 20,010 | $332.0K | 0.01% | −350−1.7% | Reduced |
| Veriti Management LLC | 20,006 | $331.9K | 0.02% | −86−0.4% | Reduced |
| Element Wealth, LLC | 19,472 | $323.0K | 0.19% | +95+0.5% | Added |
| Ethic Inc. | 19,345 | $320.9K | 0.01% | −13,695−41.4% | Reduced |
| Keebeck Alpha, LP | 19,020 | $315.5K | 0.21% | +19,020 | New |
| Prelude Capital Management, LLC | 18,737 | $310.8K | 0.02% | +18,737 | New |
| MAI Capital Management | 18,585 | $308.3K | 0.00% | −1,252−6.3% | Reduced |