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 |
|---|---|---|---|---|---|
| Resona Asset Management Co.,Ltd. | 1,233 | $20.5K | 0.00% | +1,233 | New |
| Principal Securities, Inc. | 1,210 | $20.1K | 0.00% | +342+39.4% | Added |
| CGC Financial Services, LLC | 1,155 | $19.2K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 1,123 | $18.6K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 1,123 | $18.6K | 0.00% | +123+12.3% | Added |
| Steward Partners Investment Advisory, LLC | 1,072 | $17.8K | 0.00% | 00.0% | Unchanged |
| Avondale Wealth Management | 1,050 | $17.4K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,032 | $17.1K | 0.00% | +1,032 | New |
| Valley National Advisers Inc | 1,045 | $17.0K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 1,000 | $16.6K | 0.02% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 1,000 | $16.6K | 0.01% | +1,000 | New |
| Creative Financial Designs Inc | 982 | $16.3K | 0.00% | −305−23.7% | Reduced |
| Sunbelt Securities, Inc. | 949 | $15.7K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 950 | $15.7K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 943 | $15.6K | 0.00% | −10−1.0% | Reduced |
| Federated Hermes, Inc. | 821 | $13.6K | 0.00% | −300−26.8% | Reduced |
| Parkside Financial Bank & Trust | 806 | $13.4K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 757 | $12.6K | 0.00% | +757 | New |
| Salem Investment Counselors Inc | 750 | $12.4K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 691 | $11.5K | 0.00% | +691 | New |
| Whittier Trust Co | 683 | $11.3K | 0.00% | −80−10.5% | Reduced |
| Allworth Financial LP | 623 | $10.3K | 0.00% | −88−12.4% | Reduced |
| Smartleaf Asset Management LLC | 610 | $10.0K | 0.00% | +296+94.3% | Added |
| Umb Bank N A | 593 | $9.84K | 0.00% | +18+3.1% | Added |
| Venturi Wealth Management, LLC | 583 | $9.67K | 0.00% | +423+264.4% | Added |
| Continuum Advisory, LLC | 615 | $9.35K | 0.00% | +615 | New |
| FinTrust Capital Advisors, LLC | 555 | $9.21K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 516 | $8.56K | 0.00% | +516 | New |
| Bell Investment Advisors, Inc | 515 | $8.54K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 464 | $7.73K | 0.00% | +69+17.5% | Added |
| Pflug Koory, LLC | 450 | $7.47K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 446 | $7.40K | 0.00% | 00.0% | Unchanged |
| Vima LLC | 423 | $6.94K | 0.01% | −200−32.1% | Reduced |
| Fortitude Family Office, LLC | 407 | $6.75K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 373 | $6.19K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 323 | $5.36K | 0.00% | +48+17.5% | Added |
| JFS Wealth Advisors, LLC | 318 | $5.28K | 0.00% | +49+18.2% | Added |
| IFP Advisors, Inc | 310 | $5.14K | 0.00% | +12+4.0% | Added |
| Cape Investment Advisory, Inc. | 294 | $4.88K | 0.00% | +87+42.0% | Added |
| Ronald Blue Trust, Inc. | 278 | $4.61K | 0.00% | −425−60.5% | Reduced |
| Boyd Watterson Asset Management LLC | 267 | $4.43K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 252 | $4.18K | 0.00% | +252 | New |
| RFP Financial Group LLC | 249 | $4.13K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 247 | $4.10K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 244 | $4.05K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 232 | $3.85K | 0.00% | −33−12.5% | Reduced |
| Versant Capital Management, Inc | 219 | $3.63K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 210 | $3.48K | 0.00% | −284−57.5% | Reduced |
| ICA Group Wealth Management, LLC | 210 | $3.48K | 0.00% | +3+1.4% | Added |
| Eukles Asset Management | 200 | $3.32K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 193 | $3.20K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 179 | $2.97K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 171 | $2.84K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 169 | $2.80K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 167 | $2.77K | 0.00% | +87+108.7% | Added |
| Raleigh Capital Management Inc. | 165 | $2.74K | 0.00% | −71−30.1% | Reduced |
| Tidemark, LLC | 155 | $2.57K | 0.00% | +55+55.0% | Added |
| Sound Income Strategies, LLC | 144 | $2.39K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 143 | $2.37K | 0.00% | +11+8.3% | Added |
| Providence Capital Advisors, LLC | 139 | $2.31K | 0.00% | +139 | New |
| Private Ocean, LLC | 134 | $2.22K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 122 | $2.02K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 118 | $1.96K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 112 | $1.86K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 109 | $1.81K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 104 | $1.73K | 0.00% | +104 | New |
| Concord Wealth Partners | 102 | $1.69K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 100 | $1.66K | 0.00% | +100 | New |
| Bullock Wealth Management Group | 100 | $1.65K | 0.00% | +100 | New |
| SJS Investment Consulting Inc. | 95 | $1.58K | 0.00% | +9+10.5% | Added |
| AdvisorNet Financial, Inc | 91 | $1.51K | 0.00% | +35+62.5% | Added |
| Cornerstone Planning Group LLC | 100 | $1.48K | 0.00% | +100 | New |
| Jamison Private Wealth Management, Inc. | 80 | $1.33K | 0.00% | +80 | New |
| Whittier Trust Co of Nevada Inc | 80 | $1.33K | 0.00% | +80 | New |
| DiNuzzo Private Wealth, Inc. | 75 | $1.25K | 0.00% | +6+8.7% | Added |
| Harbor Investment Advisory, LLC | 74 | $1.23K | 0.00% | +74 | New |
| MV Capital Management, Inc. | 66 | $1.09K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 64 | $1.06K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 53 | $1.00K | 0.00% | −305−85.2% | Reduced |
| City State Bank | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 36 | $1.00K | 0.00% | +36 | New |
| Caitlin John, LLC | 53 | $879 | 0.00% | −139−72.4% | Reduced |
| Sugarloaf Wealth Management, LLC | 50 | $830 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 45 | $747 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 41 | $680 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 40 | $664 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 39 | $653 | 0.00% | +6+18.2% | Added |
| Raffa Wealth Management, LLC | 34 | $564 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 26 | $431 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 24 | $398 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 17 | $282 | 0.00% | +17 | New |
| Delos Wealth Advisors, LLC | 11 | $183 | 0.00% | −7−38.9% | Reduced |
| Tfo-TDC, LLC | 11 | $182 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 7 | $112 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $33 | 0.00% | +2 | New |
| 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 |