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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.

Q2 2024 vs. Q1 2024

How the institutions holding Invesco Ltd. changed between Q1 2024 and Q2 2024.

All holders in Q2 2024All holders in Q1 2024

13F holders of IVZ: Q1 2024 compared with Q2 2024
MeasureQ1 2024Of which not filed for Q2 2024Q2 2024Change
Holders4955476−14
Shares302.9M439.8K302.9M+401.0K (+0.1%)
Value$5.02B$7.30M$4.53B−$482.7M (−9.6%)

5 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (53)

Institutions that held Invesco Ltd. at the end of Q2 2024 but not at the end of Q1 2024.

Institutions new to IVZ in Q2 2024
InstitutionSharesValue% of portfolio
Point72 Asset Management, L.P.3,505,066$52.4M0.17%
Balyasny Asset Management LLC407,503$6.10M0.02%
Allianz Asset Management GmbH355,915$5.32M0.01%
HRT Financial LP154,642$2.31M0.01%
Nomura Holdings Inc145,200$2.17M0.01%
Corebridge Financial, Inc.114,285$1.71M0.01%
Vestcor Inc93,612$1.40M0.05%
Janney Montgomery Scott LLC91,600$1.37M0.00%
IMC-Chicago, LLC48,738$729.1K0.02%
Parallax Volatility Advisers, L.P.48,110$719.7K0.02%
Mirae Asset Global ETFs Holdings Ltd.46,295$692.6K0.00%
Elevated Capital Advisors, LLC41,775$625.0K0.18%
Bridgewater Associates, LP39,616$592.7K0.00%
Seven Eight Capital, LP38,496$575.9K0.06%
Algert Global LLC36,800$550.5K0.02%
Mizuho Securities USA LLC34,685$518.9K0.01%
Sciencast Management LP32,376$484.3K0.17%
Scientech Research LLC31,569$472.3K0.10%
Dynamic Technology Lab Private Ltd30,648$459.0K0.05%
BDF-Gestion30,215$452.0K0.04%
Lazard Asset Management LLC26,640$397.0K0.00%
Sherbrooke Park Advisers LLC20,277$303.3K0.05%
Paragon Capital Management Ltd18,729$280.2K0.05%
Stratos Wealth Partners, LTD.17,737$265.3K0.00%
Two Sigma Securities, LLC15,708$235.0K0.01%
Vident Advisory, LLC15,596$233.3K0.01%
LGT Group Foundation14,635$218.9K0.00%
Wealth Enhancement Advisory Services, LLC11,950$178.8K0.00%
Sanctuary Advisors, LLC11,200$164.3K0.00%
Coldstream Capital Management Inc10,383$155.3K0.00%
State of Wyoming8,025$120.1K0.02%
HHM Wealth Advisors, LLC4,100$61.3K0.01%
Thurston, Springer, Miller, Herd & Titak, Inc.4,092$45.2K0.01%
Sentry Investment Management LLC2,036$30.0K0.01%
Family Firm, Inc.1,877$28.1K0.01%
EdgeRock Capital LLC1,455$21.8K0.02%
Cromwell Holdings LLC1,001$15.0K0.01%
FNY Investment Advisers, LLC1,000$14.0K0.01%
Twin Tree Management, LP923$13.8K0.00%
SRS Capital Advisors, Inc.582$8.71K0.00%
Lynx Investment Advisory430$6.43K0.00%
Gleason Group, Inc.327$4.89K0.00%
Ashton Thomas Private Wealth, LLC241$3.60K0.00%
Great Lakes Retirement, Inc.171$2.56K0.00%
ORG Partners LLC119$1.80K0.00%
Fairway Wealth LLC115$1.72K0.00%
Ancora Advisors, LLC107$1.60K0.00%
Trifecta Capital Advisors, LLC97$1.45K0.00%
Unique Wealth Strategies, LLC60$9950.00%
NVWM, LLC51$7630.00%
Coppell Advisory Solutions LLC43$6430.00%
Ruedi Wealth Management, Inc.7$1050.00%
Itau Unibanco Holding S.A.30,300––

Sold out (67)

Institutions that held Invesco Ltd. at the end of Q1 2024 and filed for Q2 2024 without it.

Institutions that sold out of IVZ in Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Massachusetts Financial Services Co1,321,758$21.9M
Qube Research & Technologies Ltd978,238$16.2M
Ossiam680,157$11.3M
M&G Plc496,351$8.44M
Point72 Europe (London) LLP485,700$8.06M
Cubist Systematic Strategies, LLC393,728$6.53M
APG Asset Management N.V.301,400$4.63M
Interval Partners, LP270,420$4.49M
Holocene Advisors, LP233,705$3.88M
Arrowstreet Capital, Limited Partnership211,156$3.50M
Catalyst Funds Management Pty Ltd153,000$2.54M
Los Angeles Capital Management LLC124,503$2.07M
American International Group, Inc.116,841$1.94M
Paralel Advisors LLC116,749$1.94M
Texas Permanent School Fund103,613$1.72M
Duality Advisers, LP95,689$1.59M
Nebula Research & Development LLC82,016$1.36M
HAP Trading, LLC48,401$803.0K
Lloyd Advisory Services, LLC.47,320$785.0K
Edgestream Partners, L.P.47,298$784.7K
Brevan Howard Capital Management LP45,161$749.2K
Teacher Retirement System of Texas42,670$708.0K
Paradigm Asset Management Co LLC39,000$647.0K
Acadian Asset Management LLC37,173$615.0K
Magnetar Financial LLC36,557$606.5K
ClearAlpha Technologies LP30,387$504.1K
WBI Investments30,153$500.2K
Kinneret Advisory, LLC29,771$493.9K
Atom Investors LP29,213$484.6K
Krane Funds Advisors LLC29,501$481.8K
Vontobel Holding Ltd.24,044$398.9K
Impact Partnership Wealth, LLC21,818$362.0K
Metropolitan Life Insurance Co18,129$300.8K
Bank Ozk17,039$282.7K
Aigen Investment Management, LP15,085$250.3K
CIBC World Markets Inc.13,820$229.0K
Maverick Capital LtdSuperinvestorMaverick Capital12,564$208.4K
Natixis Advisors, L.P.12,101$201.0K
Gsa Capital Partners LLP11,603$192.0K
Quantitative Investment Management, LLC11,189$185.0K
Cooper Financial Group11,069$183.6K
Perennial Investment Advisors, LLC10,993$182.4K
Fayez Sarofim & Co10,691$177.4K
Meritage Group LP10,601$176.0K
Patton Fund Management, Inc.10,345$171.6K
Truvestments Capital LLC10,234$169.8K
Lincoln National Corp10,199$169.2K
EntryPoint Capital, LLC3,862$64.1K
Abich Financial Wealth Management LLC3,631$60.2K
Altshuler Shaham Ltd1,871$31.0K
Orion Capital Management LLC1,700$28.2K
Denali Advisors LLC1,337$22.2K
CGC Financial Services, LLC1,155$19.2K
Old Point Trust & Financial Services N A1,000$16.6K
Northwest Investment Counselors, LLC757$12.6K
Vima LLC423$6.94K
ICA Group Wealth Management, LLC210$3.48K
Rakuten Securities, Inc.167$2.77K
Private Ocean, LLC134$2.22K
Chilton Capital Management LLC109$1.81K
Concord Wealth Partners102$1.69K
Point72 Hong Kong Ltd100$1.66K
Bullock Wealth Management Group100$1.65K
Jamison Private Wealth Management, Inc.80$1.33K
Capital Advisors, Ltd. LLC36$1.00K
City State Bank50$1.00K
Tfo-TDC, LLC11$182

Not filed for Q2 2024 yet (5)

Institutions that held Invesco Ltd. at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IVZ in Q1 2024 that haven't filed for Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Credit Suisse AG411,873$6.83M
Handelsinvest Investeringsforvaltning16,580$275.0K
Cipher Capital LP10,813$179.4K
Pflug Koory, LLC450$7.47K
FSA Wealth Management LLC112$1.86K