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 |
|---|---|---|---|---|---|
| Principal Securities, Inc. | 1,542 | $23.1K | 0.00% | +332+27.4% | Added |
| Whittier Trust Co | 1,545 | $23.1K | 0.00% | +862+126.2% | Added |
| Gables Capital Management Inc. | 1,634 | $24.4K | 0.01% | 00.0% | Unchanged |
| Family Firm, Inc. | 1,877 | $28.1K | 0.01% | +1,877 | New |
| Asset Dedication, LLC | 1,900 | $28.4K | 0.00% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 1,960 | $29.1K | 0.00% | +727+59.0% | Added |
| Pinnacle Bancorp, Inc. | 2,000 | $29.9K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,036 | $30.0K | 0.01% | +2,036 | New |
| Capital Analysts, LLC | 2,342 | $35.0K | 0.00% | +832+55.1% | Added |
| Silvant Capital Management LLC | 2,649 | $39.6K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,310 | $39.9K | 0.00% | −468−16.8% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4,092 | $45.2K | 0.01% | +4,092 | New |
| Parallel Advisors, LLC | 3,281 | $49.1K | 0.00% | −439−11.8% | Reduced |
| Optimum Investment Advisors | 3,500 | $52.4K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 3,691 | $55.2K | 0.00% | +429+13.2% | Added |
| HHM Wealth Advisors, LLC | 4,100 | $61.3K | 0.01% | +4,100 | New |
| United Community Bank | 4,181 | $62.5K | 0.03% | −3,435−45.1% | Reduced |
| Gradient Investments LLC | 4,528 | $67.7K | 0.00% | +4,296+1,851.7% | Added |
| Ameritas Investment Partners, Inc. | 4,888 | $73.1K | 0.00% | −710−12.7% | Reduced |
| Quent Capital, LLC | 4,953 | $74.1K | 0.01% | −221−4.3% | Reduced |
| Covestor Ltd | 5,604 | $84.0K | 0.05% | −252−4.3% | Reduced |
| MCF Advisors LLC | 6,310 | $94.4K | 0.01% | +4+0.1% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 6,390 | $95.6K | 0.02% | +1,919+42.9% | Added |
| Asset Management One Co.,Ltd. | 6,880 | $102.9K | 0.00% | −26,562−79.4% | Reduced |
| State of Wyoming | 8,025 | $120.1K | 0.02% | +8,025 | New |
| Hoertkorn Richard Charles | 8,333 | $124.7K | 0.05% | −1,667−16.7% | Reduced |
| Horizon Investments, LLC | 8,924 | $133.5K | 0.00% | +74+0.8% | Added |
| DekaBank Deutsche Girozentrale | 9,528 | $141.0K | 0.00% | +57+0.6% | Added |
| Investors Asset Management of Georgia Inc | 10,323 | $154.4K | 0.08% | −1,761−14.6% | Reduced |
| Coldstream Capital Management Inc | 10,383 | $155.3K | 0.00% | +10,383 | New |
| ISAM Funds (UK) Ltd | 10,496 | $157.0K | 0.12% | −24,845−70.3% | Reduced |
| Capstone Investment Advisors, LLC | 10,766 | $161.1K | 0.00% | +3,002+38.7% | Added |
| Meridian Wealth Advisors, LLC | 10,798 | $161.5K | 0.03% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 10,896 | $163.0K | 0.00% | −773−6.6% | Reduced |
| Sanctuary Advisors, LLC | 11,200 | $164.3K | 0.00% | +11,200 | New |
| Caldwell Trust Co | 11,065 | $165.5K | 0.02% | −1,642−12.9% | Reduced |
| Aquatic Capital Management LLC | 11,200 | $167.6K | 0.01% | −71,900−86.5% | Reduced |
| Advisors Asset Management, Inc. | 11,223 | $167.9K | 0.00% | −208−1.8% | Reduced |
| Nomura Asset Management Co Ltd | 11,223 | $167.9K | 0.00% | +1,022+10.0% | Added |
| Commerce Bank | 11,643 | $174.2K | 0.00% | −27,500−70.3% | Reduced |
| Moors & Cabot, Inc. | 11,676 | $174.7K | 0.01% | −1,362−10.4% | Reduced |
| Harbour Investments, Inc. | 11,723 | $175.4K | 0.01% | −12−0.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 11,950 | $178.8K | 0.00% | +11,950 | New |
| Novare Capital Management LLC | 12,000 | $179.5K | 0.02% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 12,182 | $182.2K | 0.00% | −1,308−9.7% | Reduced |
| Iron Financial, LLC | 12,241 | $183.1K | 0.10% | +125+1.0% | Added |
| Leonteq Securities AG | 12,321 | $184.3K | 0.03% | +1,111+9.9% | Added |
| Dorsey & Whitney Trust CO LLC | 12,816 | $191.7K | 0.01% | −106−0.8% | Reduced |
| United Capital Financial Advisers, LLC | 12,868 | $192.5K | 0.00% | −451−3.4% | Reduced |
| Keystone Financial Group | 12,953 | $193.8K | 0.07% | −146−1.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 12,982 | $194.2K | 0.00% | +2,815+27.7% | Added |
| Oxford Financial Group Ltd | 13,130 | $196.4K | 0.01% | +135+1.0% | Added |
| Stonebridge Capital Advisors LLC | 13,625 | $203.8K | 0.02% | −2,875−17.4% | Reduced |
| DGS Capital Management, LLC | 13,705 | $205.0K | 0.06% | −1,621−10.6% | Reduced |
| Quarry LP | 13,902 | $208.0K | 0.09% | +12,365+804.5% | Added |
| CWM, LLC | 14,198 | $212.0K | 0.00% | +3,863+37.4% | Added |
| Burney Co | 14,176 | $212.1K | 0.01% | +3,150+28.6% | Added |
| V-Square Quantitative Management LLC | 14,392 | $215.3K | 0.03% | +2,620+22.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 14,509 | $217.1K | 0.01% | −325−2.2% | Reduced |
| Greenleaf Trust | 14,558 | $217.8K | 0.00% | −155−1.1% | Reduced |
| LGT Group Foundation | 14,635 | $218.9K | 0.00% | +14,635 | New |
| GAMMA Investing LLC | 14,804 | $221.5K | 0.03% | +10,008+208.7% | Added |
| Korea Investment CORP | 14,835 | $221.9K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 14,882 | $222.6K | 0.00% | +495+3.4% | Added |
| United Services Automobile Association | 15,041 | $225.0K | 0.01% | −1,080−6.7% | Reduced |
| Teza Capital Management LLC | 15,070 | $225.4K | 0.03% | −61,420−80.3% | Reduced |
| Wedmont Private Capital | 14,136 | $226.6K | 0.01% | +50.0% | Added |
| Eagle Rock Investment Company, LLC | 15,175 | $227.0K | 0.04% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 15,366 | $229.9K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 15,652 | $231.0K | 0.00% | −23,561−60.1% | Reduced |
| Vident Advisory, LLC | 15,596 | $233.3K | 0.01% | +15,596 | New |
| CSS LLC | 15,607 | $233.5K | 0.02% | −6,783−30.3% | Reduced |
| US Bancorp | 15,706 | $235.0K | 0.00% | +995+6.8% | Added |
| Two Sigma Securities, LLC | 15,708 | $235.0K | 0.01% | +15,708 | New |
| Norinchukin Bank, The | 15,802 | $236.4K | 0.01% | −66−0.4% | Reduced |
| NEOS Investment Management LLC | 15,925 | $238.2K | 0.01% | +4,980+45.5% | Added |
| GTS Securities LLC | 16,016 | $239.6K | 0.00% | +5,916+58.6% | Added |
| Beacon Investment Advisory Services, Inc. | 16,087 | $240.7K | 0.01% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 16,394 | $245.0K | 0.00% | +2,965+22.1% | Added |
| Fifth Third Bancorp | 16,622 | $248.7K | 0.00% | +963+6.1% | Added |
| International Private Wealth Advisors LLC | 16,951 | $253.6K | 0.43% | +260+1.6% | Added |
| NBC Securities, Inc. | 17,745 | $265.0K | 0.02% | +575+3.3% | Added |
| Stratos Wealth Partners, LTD. | 17,737 | $265.3K | 0.00% | +17,737 | New |
| Daiwa Securities Group Inc. | 18,087 | $271.0K | 0.00% | +3,293+22.3% | Added |
| Jones Financial Companies LLLP | 18,152 | $271.6K | 0.00% | +16,002+744.3% | Added |
| Centennial Wealth Advisory LLC | 18,279 | $273.4K | 0.12% | +669+3.8% | Added |
| Ieq Capital, LLC | 18,476 | $276.4K | 0.00% | +24+0.1% | Added |
| Wolverine Trading, LLC | 18,530 | $277.2K | 0.00% | −6,672−26.5% | Reduced |
| MAI Capital Management | 18,616 | $278.5K | 0.00% | +31+0.2% | Added |
| Paragon Capital Management Ltd | 18,729 | $280.2K | 0.05% | +18,729 | New |
| EPG Wealth Management LLC | 0 | $287.5K | 0.07% | −18,528−100.0% | Reduced |
| Element Wealth, LLC | 19,572 | $292.8K | 0.16% | +100+0.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 19,732 | $293.0K | 0.00% | −33,731−63.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 20,050 | $299.9K | 0.01% | +40+0.2% | Added |
| Sherbrooke Park Advisers LLC | 20,277 | $303.3K | 0.05% | +20,277 | New |
| Glenmede Trust Co NA | 20,687 | $309.5K | 0.00% | +283+1.4% | Added |
| Farther Finance Advisors, LLC | 21,339 | $316.9K | 0.02% | −1,070−4.8% | Reduced |
| MML Investors Services, LLC | 21,248 | $318.0K | 0.00% | +473+2.3% | Added |
| Ethic Inc. | 21,337 | $319.2K | 0.01% | +1,992+10.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 21,426 | $320.5K | 0.00% | −18,562−46.4% | Reduced |