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 |
|---|---|---|---|---|---|
| Norinchukin Bank, The | 15,802 | $236.4K | 0.01% | −66−0.4% | Reduced |
| Two Sigma Securities, LLC | 15,708 | $235.0K | 0.01% | +15,708 | New |
| US Bancorp | 15,706 | $235.0K | 0.00% | +995+6.8% | Added |
| CSS LLC | 15,607 | $233.5K | 0.02% | −6,783−30.3% | Reduced |
| Vident Advisory, LLC | 15,596 | $233.3K | 0.01% | +15,596 | New |
| HighTower Advisors, LLC | 15,652 | $231.0K | 0.00% | −23,561−60.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 15,366 | $229.9K | 0.00% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 15,175 | $227.0K | 0.04% | 00.0% | Unchanged |
| Wedmont Private Capital | 14,136 | $226.6K | 0.01% | +50.0% | Added |
| Teza Capital Management LLC | 15,070 | $225.4K | 0.03% | −61,420−80.3% | Reduced |
| United Services Automobile Association | 15,041 | $225.0K | 0.01% | −1,080−6.7% | Reduced |
| M&T Bank Corp | 14,882 | $222.6K | 0.00% | +495+3.4% | Added |
| Korea Investment CORP | 14,835 | $221.9K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 14,804 | $221.5K | 0.03% | +10,008+208.7% | Added |
| LGT Group Foundation | 14,635 | $218.9K | 0.00% | +14,635 | New |
| Greenleaf Trust | 14,558 | $217.8K | 0.00% | −155−1.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 14,509 | $217.1K | 0.01% | −325−2.2% | Reduced |
| V-Square Quantitative Management LLC | 14,392 | $215.3K | 0.03% | +2,620+22.3% | Added |
| Burney Co | 14,176 | $212.1K | 0.01% | +3,150+28.6% | Added |
| CWM, LLC | 14,198 | $212.0K | 0.00% | +3,863+37.4% | Added |
| Quarry LP | 13,902 | $208.0K | 0.09% | +12,365+804.5% | Added |
| DGS Capital Management, LLC | 13,705 | $205.0K | 0.06% | −1,621−10.6% | Reduced |
| Stonebridge Capital Advisors LLC | 13,625 | $203.8K | 0.02% | −2,875−17.4% | Reduced |
| Oxford Financial Group Ltd | 13,130 | $196.4K | 0.01% | +135+1.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 12,982 | $194.2K | 0.00% | +2,815+27.7% | Added |
| Keystone Financial Group | 12,953 | $193.8K | 0.07% | −146−1.1% | Reduced |
| United Capital Financial Advisers, LLC | 12,868 | $192.5K | 0.00% | −451−3.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 12,816 | $191.7K | 0.01% | −106−0.8% | Reduced |
| Leonteq Securities AG | 12,321 | $184.3K | 0.03% | +1,111+9.9% | Added |
| Iron Financial, LLC | 12,241 | $183.1K | 0.10% | +125+1.0% | Added |
| Envestnet Asset Management Inc | 12,182 | $182.2K | 0.00% | −1,308−9.7% | Reduced |
| Novare Capital Management LLC | 12,000 | $179.5K | 0.02% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 11,950 | $178.8K | 0.00% | +11,950 | New |
| Harbour Investments, Inc. | 11,723 | $175.4K | 0.01% | −12−0.1% | Reduced |
| Moors & Cabot, Inc. | 11,676 | $174.7K | 0.01% | −1,362−10.4% | Reduced |
| Commerce Bank | 11,643 | $174.2K | 0.00% | −27,500−70.3% | 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 |
| Aquatic Capital Management LLC | 11,200 | $167.6K | 0.01% | −71,900−86.5% | Reduced |
| Caldwell Trust Co | 11,065 | $165.5K | 0.02% | −1,642−12.9% | Reduced |
| Sanctuary Advisors, LLC | 11,200 | $164.3K | 0.00% | +11,200 | New |
| Perigon Wealth Management, LLC | 10,896 | $163.0K | 0.00% | −773−6.6% | Reduced |
| Meridian Wealth Advisors, LLC | 10,798 | $161.5K | 0.03% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 10,766 | $161.1K | 0.00% | +3,002+38.7% | Added |
| ISAM Funds (UK) Ltd | 10,496 | $157.0K | 0.12% | −24,845−70.3% | Reduced |
| Coldstream Capital Management Inc | 10,383 | $155.3K | 0.00% | +10,383 | New |
| Investors Asset Management of Georgia Inc | 10,323 | $154.4K | 0.08% | −1,761−14.6% | Reduced |
| DekaBank Deutsche Girozentrale | 9,528 | $141.0K | 0.00% | +57+0.6% | Added |
| Horizon Investments, LLC | 8,924 | $133.5K | 0.00% | +74+0.8% | Added |
| Hoertkorn Richard Charles | 8,333 | $124.7K | 0.05% | −1,667−16.7% | Reduced |
| State of Wyoming | 8,025 | $120.1K | 0.02% | +8,025 | New |
| Asset Management One Co.,Ltd. | 6,880 | $102.9K | 0.00% | −26,562−79.4% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 6,390 | $95.6K | 0.02% | +1,919+42.9% | Added |
| MCF Advisors LLC | 6,310 | $94.4K | 0.01% | +4+0.1% | Added |
| Covestor Ltd | 5,604 | $84.0K | 0.05% | −252−4.3% | Reduced |
| Quent Capital, LLC | 4,953 | $74.1K | 0.01% | −221−4.3% | Reduced |
| Ameritas Investment Partners, Inc. | 4,888 | $73.1K | 0.00% | −710−12.7% | Reduced |
| Gradient Investments LLC | 4,528 | $67.7K | 0.00% | +4,296+1,851.7% | Added |
| United Community Bank | 4,181 | $62.5K | 0.03% | −3,435−45.1% | Reduced |
| HHM Wealth Advisors, LLC | 4,100 | $61.3K | 0.01% | +4,100 | New |
| TD Private Client Wealth LLC | 3,691 | $55.2K | 0.00% | +429+13.2% | Added |
| Optimum Investment Advisors | 3,500 | $52.4K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,281 | $49.1K | 0.00% | −439−11.8% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4,092 | $45.2K | 0.01% | +4,092 | New |
| EverSource Wealth Advisors, LLC | 2,310 | $39.9K | 0.00% | −468−16.8% | Reduced |
| Silvant Capital Management LLC | 2,649 | $39.6K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 2,342 | $35.0K | 0.00% | +832+55.1% | Added |
| Sentry Investment Management LLC | 2,036 | $30.0K | 0.01% | +2,036 | New |
| Pinnacle Bancorp, Inc. | 2,000 | $29.9K | 0.01% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 1,960 | $29.1K | 0.00% | +727+59.0% | Added |
| Asset Dedication, LLC | 1,900 | $28.4K | 0.00% | 00.0% | Unchanged |
| Family Firm, Inc. | 1,877 | $28.1K | 0.01% | +1,877 | New |
| Gables Capital Management Inc. | 1,634 | $24.4K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 1,545 | $23.1K | 0.00% | +862+126.2% | Added |
| Principal Securities, Inc. | 1,542 | $23.1K | 0.00% | +332+27.4% | Added |
| Deseret Mutual Benefit Administrators | 1,521 | $22.8K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 1,490 | $22.3K | 0.00% | +897+151.3% | Added |
| Walleye Trading LLC | 1,459 | $21.8K | 0.00% | −14,823−91.0% | Reduced |
| EdgeRock Capital LLC | 1,455 | $21.8K | 0.02% | +1,455 | New |
| Private Trust Co NA | 1,353 | $20.2K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,246 | $18.6K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 1,238 | $18.5K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,227 | $18.4K | 0.00% | +1,084+758.0% | Added |
| TD Waterhouse Canada Inc. | 1,183 | $17.6K | 0.00% | −164−12.2% | Reduced |
| Central Trust Co | 1,123 | $16.8K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 1,123 | $16.8K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,080 | $16.0K | 0.00% | +35+3.3% | Added |
| Avondale Wealth Management | 1,050 | $15.7K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,041 | $15.6K | 0.00% | +92+9.7% | Added |
| McIlrath & Eck, LLC | 1,032 | $15.4K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,001 | $15.0K | 0.01% | +1,001 | New |
| Clear Investment Research, LLC | 1,000 | $15.0K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 991 | $14.8K | 0.00% | −481−32.7% | Reduced |
| Creative Financial Designs Inc | 982 | $14.7K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 950 | $14.1K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 1,000 | $14.0K | 0.01% | +1,000 | New |
| Ronald Blue Trust, Inc. | 833 | $13.8K | 0.00% | +555+199.6% | Added |
| Twin Tree Management, LP | 923 | $13.8K | 0.00% | +923 | New |
| Salem Investment Counselors Inc | 750 | $11.2K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 734 | $11.0K | 0.00% | −209−22.2% | Reduced |