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 |
|---|---|---|---|---|---|
| Magnetar Financial LLC | 0 | $0 | 0.00% | −36,557−100.0% | Sold out |
| ClearAlpha Technologies LP | 0 | $0 | 0.00% | −30,387−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −30,153−100.0% | Sold out |
| Kinneret Advisory, LLC | 0 | $0 | 0.00% | −29,771−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −29,213−100.0% | Sold out |
| Krane Funds Advisors LLC | 0 | $0 | 0.00% | −29,501−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −24,044−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −21,818−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −18,129−100.0% | Sold out |
| Bank Ozk | 0 | $0 | 0.00% | −17,039−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −15,085−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −13,820−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −12,564−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −12,101−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −11,603−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −11,189−100.0% | Sold out |
| Cooper Financial Group | 0 | $0 | 0.00% | −11,069−100.0% | Sold out |
| Perennial Investment Advisors, LLC | 0 | $0 | 0.00% | −10,993−100.0% | Sold out |
| Fayez Sarofim & Co | 0 | $0 | 0.00% | −10,691−100.0% | Sold out |
| Meritage Group LP | 0 | $0 | 0.00% | −10,601−100.0% | Sold out |
| Patton Fund Management, Inc. | 0 | $0 | 0.00% | −10,345−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −10,234−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −10,199−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −3,862−100.0% | Sold out |
| Abich Financial Wealth Management LLC | 0 | $0 | 0.00% | −3,631−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −1,871−100.0% | Sold out |
| Orion Capital Management LLC | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −1,337−100.0% | Sold out |
| CGC Financial Services, LLC | 0 | $0 | 0.00% | −1,155−100.0% | Sold out |
| Old Point Trust & Financial Services N A | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −757−100.0% | Sold out |
| Vima LLC | 0 | $0 | 0.00% | −423−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −210−100.0% | Sold out |
| Rakuten Securities, Inc. | 0 | $0 | 0.00% | −167−100.0% | Sold out |
| Private Ocean, LLC | 0 | $0 | 0.00% | −134−100.0% | Sold out |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −109−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −102−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Bullock Wealth Management Group | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Jamison Private Wealth Management, Inc. | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| City State Bank | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| Handelsinvest Investeringsforvaltning | – | – | – | – | Not filed |
| Cipher Capital LP | – | – | – | – | Not filed |
| Pflug Koory, LLC | – | – | – | – | Not filed |
| FSA Wealth Management LLC | – | – | – | – | Not filed |