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, Q2 2024
Institutional positions in Invesco Ltd. as of Jun 30, 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
- 476
- −14 vs. Q1 2024
- Shares held
- 302.9M
- +401.0K (+0.1%) vs. Q1 2024
- Total value
- $4.53B
- −$482.7M (−9.6%) vs. Q1 2024
- New holders
- 53
- 180 more added
- Sold out
- 67
- 172 more reduced
5 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Invesco Ltd.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SOA Wealth Advisors, LLC. | 7 | $102 | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 7 | $105 | 0.00% | +7 | New |
| WestEnd Advisors, LLC | 8 | $120 | 0.00% | +6+300.0% | Added |
| Delos Wealth Advisors, LLC | 11 | $165 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 17 | $254 | 0.00% | −57−77.0% | Reduced |
| Bruce G. Allen Investments, LLC | 17 | $254 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 24 | $359 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 26 | $389 | 0.00% | −65−71.4% | Reduced |
| Raffa Wealth Management, LLC | 34 | $509 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 40 | $603 | 0.00% | +1+2.6% | Added |
| Coppell Advisory Solutions LLC | 43 | $643 | 0.00% | +43 | New |
| Sound Income Strategies, LLC | 45 | $673 | 0.00% | −99−68.8% | Reduced |
| Sugarloaf Wealth Management, LLC | 50 | $748 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 51 | $763 | 0.00% | +10+24.4% | Added |
| NVWM, LLC | 51 | $763 | 0.00% | +51 | New |
| Caitlin John, LLC | 53 | $793 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 55 | $823 | 0.00% | −100−64.5% | Reduced |
| Geneos Wealth Management Inc. | 64 | $957 | 0.00% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 60 | $995 | 0.00% | +60 | New |
| GW&K Investment Management, LLC | 93 | $1.00K | 0.00% | +40+75.5% | Added |
| MV Capital Management, Inc. | 71 | $1.06K | 0.00% | +5+7.6% | Added |
| Whittier Trust Co of Nevada Inc | 80 | $1.20K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 86 | $1.29K | 0.00% | +46+115.0% | Added |
| DiNuzzo Private Wealth, Inc. | 88 | $1.32K | 0.00% | +13+17.3% | Added |
| SJS Investment Consulting Inc. | 95 | $1.42K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 97 | $1.45K | 0.00% | +97 | New |
| Spire Wealth Management | 98 | $1.47K | 0.00% | +53+117.8% | Added |
| Ancora Advisors, LLC | 107 | $1.60K | 0.00% | +107 | New |
| Fairway Wealth LLC | 115 | $1.72K | 0.00% | +115 | New |
| Prestige Wealth Management Group LLC | 118 | $1.77K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 119 | $1.80K | 0.00% | +119 | New |
| Brown Brothers Harriman & Co | 122 | $1.82K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 139 | $2.08K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 155 | $2.32K | 0.00% | −10−6.1% | Reduced |
| JJJ Advisors Inc. | 169 | $2.53K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 171 | $2.56K | 0.00% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 171 | $2.56K | 0.00% | +171 | New |
| GWM Advisors LLC | 173 | $2.59K | 0.00% | −150−46.4% | Reduced |
| WealthCollab, LLC | 179 | $2.68K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 193 | $2.89K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 200 | $2.99K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 205 | $3.07K | 0.00% | −168−45.0% | Reduced |
| Global Retirement Partners, LLC | 219 | $3.28K | 0.00% | +9+4.3% | Added |
| Ashton Thomas Private Wealth, LLC | 241 | $3.60K | 0.00% | +241 | New |
| Farmers & Merchants Investments Inc | 247 | $3.69K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 247 | $3.70K | 0.00% | +147+147.0% | Added |
| RFP Financial Group LLC | 249 | $3.73K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 253 | $3.78K | 0.00% | +227+873.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 265 | $3.96K | 0.00% | +161+154.8% | Added |
| Boyd Watterson Asset Management LLC | 267 | $3.99K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 294 | $4.40K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 312 | $4.67K | 0.00% | −6−1.9% | Reduced |
| Gleason Group, Inc. | 327 | $4.89K | 0.00% | +327 | New |
| IFP Advisors, Inc | 355 | $5.31K | 0.00% | +45+14.5% | Added |
| First Horizon Advisors, Inc. | 355 | $5.32K | 0.00% | −109−23.5% | Reduced |
| Exchange Traded Concepts, LLC | 397 | $5.94K | 0.00% | +145+57.5% | Added |
| Fortitude Family Office, LLC | 407 | $6.09K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 427 | $6.39K | 0.00% | +183+75.0% | Added |
| Lynx Investment Advisory | 430 | $6.43K | 0.00% | +430 | New |
| Red Tortoise LLC | 446 | $6.67K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 468 | $7.00K | 0.00% | +249+113.7% | Added |
| Bell Investment Advisors, Inc | 515 | $7.71K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 516 | $7.72K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 516 | $7.72K | 0.00% | −67−11.5% | Reduced |
| FinTrust Capital Advisors, LLC | 555 | $8.30K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 582 | $8.71K | 0.00% | +582 | New |
| Ci Investments Inc. | 606 | $9.00K | 0.00% | −1,242−67.2% | Reduced |
| Continuum Advisory, LLC | 643 | $9.62K | 0.00% | +28+4.6% | Added |
| Allworth Financial LP | 594 | $9.62K | 0.00% | −29−4.7% | Reduced |
| Huntington National Bank | 664 | $9.93K | 0.00% | −2,197−76.8% | Reduced |
| Federated Hermes, Inc. | 673 | $10.1K | 0.00% | −148−18.0% | Reduced |
| Assetmark, Inc | 691 | $10.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 692 | $10.4K | 0.00% | −380−35.4% | Reduced |
| Parkside Financial Bank & Trust | 722 | $10.8K | 0.00% | −84−10.4% | Reduced |
| Smartleaf Asset Management LLC | 738 | $11.0K | 0.00% | +128+21.0% | Added |
| Lindbrook Capital, LLC | 734 | $11.0K | 0.00% | −209−22.2% | Reduced |
| Salem Investment Counselors Inc | 750 | $11.2K | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 923 | $13.8K | 0.00% | +923 | New |
| Ronald Blue Trust, Inc. | 833 | $13.8K | 0.00% | +555+199.6% | Added |
| FNY Investment Advisers, LLC | 1,000 | $14.0K | 0.01% | +1,000 | New |
| Rosenberg Matthew Hamilton | 950 | $14.1K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 982 | $14.7K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 991 | $14.8K | 0.00% | −481−32.7% | Reduced |
| Clear Investment Research, LLC | 1,000 | $15.0K | 0.02% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,001 | $15.0K | 0.01% | +1,001 | New |
| McIlrath & Eck, LLC | 1,032 | $15.4K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,041 | $15.6K | 0.00% | +92+9.7% | Added |
| Avondale Wealth Management | 1,050 | $15.7K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,080 | $16.0K | 0.00% | +35+3.3% | Added |
| Castleview Partners, LLC | 1,123 | $16.8K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 1,123 | $16.8K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,183 | $17.6K | 0.00% | −164−12.2% | Reduced |
| Manchester Capital Management LLC | 1,227 | $18.4K | 0.00% | +1,084+758.0% | Added |
| Hilltop National Bank | 1,238 | $18.5K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,246 | $18.6K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,353 | $20.2K | 0.00% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 1,455 | $21.8K | 0.02% | +1,455 | New |
| Walleye Trading LLC | 1,459 | $21.8K | 0.00% | −14,823−91.0% | Reduced |
| Umb Bank N A | 1,490 | $22.3K | 0.00% | +897+151.3% | Added |
| Deseret Mutual Benefit Administrators | 1,521 | $22.8K | 0.01% | 00.0% | Unchanged |