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 |
|---|---|---|---|---|---|
| EPG Wealth Management LLC | 18,528 | $307.4K | 0.08% | +884+5.0% | Added |
| Ieq Capital, LLC | 18,452 | $306.1K | 0.00% | −1,609−8.0% | Reduced |
| Metropolitan Life Insurance Co | 18,129 | $300.8K | 0.01% | −169−0.9% | Reduced |
| Centennial Wealth Advisory LLC | 17,610 | $292.2K | 0.14% | −911−4.9% | Reduced |
| NBC Securities, Inc. | 17,170 | $284.0K | 0.03% | +1,935+12.7% | Added |
| Bank Ozk | 17,039 | $282.7K | 0.13% | −13,969−45.0% | Reduced |
| International Private Wealth Advisors LLC | 16,691 | $276.9K | 0.53% | +16,691 | New |
| Handelsinvest Investeringsforvaltning | 16,580 | $275.0K | 0.13% | −8,607−34.2% | Reduced |
| Stonebridge Capital Advisors LLC | 16,500 | $273.7K | 0.02% | −52,688−76.2% | Reduced |
| Walleye Trading LLC | 16,282 | $270.1K | 0.00% | +16,282 | New |
| United Services Automobile Association | 16,121 | $267.4K | 0.01% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 16,087 | $266.9K | 0.01% | +20.0% | Added |
| Norinchukin Bank, The | 15,868 | $263.3K | 0.01% | −234−1.5% | Reduced |
| Fifth Third Bancorp | 15,659 | $259.8K | 0.00% | +526+3.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 15,366 | $254.9K | 0.00% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 15,326 | $254.3K | 0.07% | −882−5.4% | Reduced |
| Eagle Rock Investment Company, LLC | 15,175 | $251.8K | 0.05% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 15,085 | $250.3K | 0.05% | +15,085 | New |
| Korea Investment CORP | 14,835 | $246.1K | 0.00% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 14,834 | $246.1K | 0.02% | −1,182−7.4% | Reduced |
| Daiwa Securities Group Inc. | 14,794 | $245.0K | 0.00% | +2,748+22.8% | Added |
| Greenleaf Trust | 14,713 | $244.1K | 0.00% | −51−0.3% | Reduced |
| US Bancorp | 14,711 | $244.0K | 0.00% | −3,090−17.4% | Reduced |
| Wedmont Private Capital | 14,131 | $239.4K | 0.02% | +105+0.7% | Added |
| M&T Bank Corp | 14,387 | $238.7K | 0.00% | +399+2.9% | Added |
| CIBC World Markets Inc. | 13,820 | $229.0K | 0.00% | +13,820 | New |
| Envestnet Asset Management Inc | 13,490 | $223.8K | 0.00% | −55,254−80.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 13,429 | $223.0K | 0.00% | +2,493+22.8% | Added |
| United Capital Financial Advisers, LLC | 13,319 | $221.0K | 0.00% | −2,782−17.3% | Reduced |
| Keystone Financial Group | 13,099 | $217.3K | 0.03% | +61+0.5% | Added |
| Oak Thistle LLC | 13,049 | $216.5K | 0.19% | −52,297−80.0% | Reduced |
| Moors & Cabot, Inc. | 13,038 | $216.3K | 0.01% | +160+1.2% | Added |
| Oxford Financial Group Ltd | 12,995 | $215.6K | 0.01% | +51+0.4% | Added |
| Dorsey & Whitney Trust CO LLC | 12,922 | $214.4K | 0.01% | −32−0.2% | Reduced |
| Caldwell Trust Co | 12,707 | $210.8K | 0.02% | +40.0% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 12,564 | $208.4K | 0.00% | +12,564 | New |
| Iron Financial, LLC | 12,116 | $201.0K | 0.11% | +1,013+9.1% | Added |
| Natixis Advisors, L.P. | 12,101 | $201.0K | 0.00% | −3,748−23.6% | Reduced |
| Investors Asset Management of Georgia Inc | 12,084 | $200.5K | 0.09% | +19+0.2% | Added |
| Novare Capital Management LLC | 12,000 | $199.1K | 0.02% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 11,884 | $197.2K | 0.01% | −6,011−33.6% | Reduced |
| V-Square Quantitative Management LLC | 11,772 | $195.3K | 0.03% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 11,735 | $194.7K | 0.01% | −107−0.9% | Reduced |
| Headlands Technologies LLC | 11,680 | $193.8K | 0.05% | +11,680 | New |
| Perigon Wealth Management, LLC | 11,669 | $193.6K | 0.01% | +426+3.8% | Added |
| Gsa Capital Partners LLP | 11,603 | $192.0K | 0.02% | +11,603 | New |
| Advisors Asset Management, Inc. | 11,431 | $189.6K | 0.00% | +4,995+77.6% | Added |
| Leonteq Securities AG | 11,210 | $186.0K | 0.03% | −2,848−20.3% | Reduced |
| Quantitative Investment Management, LLC | 11,189 | $185.0K | 0.01% | +11,189 | New |
| Cooper Financial Group | 11,069 | $183.6K | 0.03% | +146+1.3% | Added |
| Burney Co | 11,026 | $182.9K | 0.01% | +11,026 | New |
| Perennial Investment Advisors, LLC | 10,993 | $182.4K | 0.03% | +21+0.2% | Added |
| NEOS Investment Management LLC | 10,945 | $181.6K | 0.01% | +10,945 | New |
| Cipher Capital LP | 10,813 | $179.4K | 0.08% | +10,813 | New |
| Meridian Wealth Advisors, LLC | 10,798 | $179.1K | 0.03% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 10,691 | $177.4K | 0.00% | 00.0% | Unchanged |
| Meritage Group LP | 10,601 | $176.0K | 0.00% | −637−5.7% | Reduced |
| Patton Fund Management, Inc. | 10,345 | $171.6K | 0.03% | +10,345 | New |
| CWM, LLC | 10,335 | $171.0K | 0.00% | +4,075+65.1% | Added |
| Truvestments Capital LLC | 10,234 | $169.8K | 0.07% | −4,160−28.9% | Reduced |
| Nomura Asset Management Co Ltd | 10,201 | $169.2K | 0.00% | −79−0.8% | Reduced |
| Lincoln National Corp | 10,199 | $169.2K | 0.00% | +10,199 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 10,167 | $168.7K | 0.00% | +10,167 | New |
| GTS Securities LLC | 10,100 | $167.6K | 0.00% | −13,676−57.5% | Reduced |
| Hoertkorn Richard Charles | 10,000 | $165.9K | 0.07% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 9,471 | $155.0K | 0.00% | +1,010+11.9% | Added |
| Horizon Investments, LLC | 8,850 | $144.9K | 0.00% | −338−3.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 8,610 | $142.8K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 7,764 | $128.8K | 0.00% | +2,394+44.6% | Added |
| United Community Bank | 7,616 | $126.3K | 0.05% | +32+0.4% | Added |
| MCF Advisors LLC | 6,306 | $104.6K | 0.01% | +124+2.0% | Added |
| Covestor Ltd | 5,856 | $97.0K | 0.06% | −4,430−43.1% | Reduced |
| Ameritas Investment Partners, Inc. | 5,598 | $92.9K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 5,174 | $85.8K | 0.01% | +416+8.7% | Added |
| GAMMA Investing LLC | 4,796 | $79.6K | 0.02% | +185+4.0% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 4,471 | $74.2K | 0.02% | −8,517−65.6% | Reduced |
| EntryPoint Capital, LLC | 3,862 | $64.1K | 0.06% | +3,862 | New |
| Parallel Advisors, LLC | 3,720 | $61.7K | 0.00% | +377+11.3% | Added |
| Abich Financial Wealth Management LLC | 3,631 | $60.2K | 0.05% | +1,210+50.0% | Added |
| Optimum Investment Advisors | 3,500 | $58.1K | 0.03% | −1,800−34.0% | Reduced |
| TD Private Client Wealth LLC | 3,262 | $54.1K | 0.00% | −359−9.9% | Reduced |
| Huntington National Bank | 2,861 | $47.5K | 0.00% | −209−6.8% | Reduced |
| Silvant Capital Management LLC | 2,649 | $43.9K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,778 | $39.4K | 0.00% | +316+12.8% | Added |
| Jones Financial Companies LLLP | 2,150 | $35.7K | 0.00% | −795−27.0% | Reduced |
| Pinnacle Bancorp, Inc. | 2,000 | $33.2K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,900 | $32.0K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 1,871 | $31.0K | 0.00% | −18,672−90.9% | Reduced |
| Ci Investments Inc. | 1,848 | $31.0K | 0.00% | +1,173+173.8% | Added |
| TD Waterhouse Canada Inc. | 1,347 | $29.0K | 0.00% | −3,384−71.5% | Reduced |
| Orion Capital Management LLC | 1,700 | $28.2K | 0.02% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,634 | $27.1K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 1,537 | $25.5K | 0.01% | −523−25.4% | Reduced |
| Deseret Mutual Benefit Administrators | 1,521 | $25.2K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,510 | $25.0K | 0.00% | −10−0.7% | Reduced |
| Quadrant Capital Group LLC | 1,472 | $24.4K | 0.00% | −512−25.8% | Reduced |
| Private Trust Co NA | 1,353 | $22.4K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 1,337 | $22.2K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,246 | $20.7K | 0.00% | +48+4.0% | Added |
| Hilltop National Bank | 1,238 | $20.5K | 0.01% | +1,238 | New |