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 |
|---|---|---|---|---|---|
| Smartleaf Asset Management LLC | 738 | $11.0K | 0.00% | +128+21.0% | Added |
| Parkside Financial Bank & Trust | 722 | $10.8K | 0.00% | −84−10.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 692 | $10.4K | 0.00% | −380−35.4% | Reduced |
| Assetmark, Inc | 691 | $10.3K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 673 | $10.1K | 0.00% | −148−18.0% | Reduced |
| Huntington National Bank | 664 | $9.93K | 0.00% | −2,197−76.8% | Reduced |
| Allworth Financial LP | 594 | $9.62K | 0.00% | −29−4.7% | Reduced |
| Continuum Advisory, LLC | 643 | $9.62K | 0.00% | +28+4.6% | Added |
| Ci Investments Inc. | 606 | $9.00K | 0.00% | −1,242−67.2% | Reduced |
| SRS Capital Advisors, Inc. | 582 | $8.71K | 0.00% | +582 | New |
| FinTrust Capital Advisors, LLC | 555 | $8.30K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 516 | $7.72K | 0.00% | −67−11.5% | Reduced |
| CoreCap Advisors, LLC | 516 | $7.72K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 515 | $7.71K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 468 | $7.00K | 0.00% | +249+113.7% | Added |
| Red Tortoise LLC | 446 | $6.67K | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 430 | $6.43K | 0.00% | +430 | New |
| Private Wealth Management Group, LLC | 427 | $6.39K | 0.00% | +183+75.0% | Added |
| Fortitude Family Office, LLC | 407 | $6.09K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 397 | $5.94K | 0.00% | +145+57.5% | Added |
| First Horizon Advisors, Inc. | 355 | $5.32K | 0.00% | −109−23.5% | Reduced |
| IFP Advisors, Inc | 355 | $5.31K | 0.00% | +45+14.5% | Added |
| Gleason Group, Inc. | 327 | $4.89K | 0.00% | +327 | New |
| JFS Wealth Advisors, LLC | 312 | $4.67K | 0.00% | −6−1.9% | Reduced |
| Cape Investment Advisory, Inc. | 294 | $4.40K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 267 | $3.99K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 265 | $3.96K | 0.00% | +161+154.8% | Added |
| Proequities, Inc. | 253 | $3.78K | 0.00% | +227+873.1% | Added |
| RFP Financial Group LLC | 249 | $3.73K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 247 | $3.70K | 0.00% | +147+147.0% | Added |
| Farmers & Merchants Investments Inc | 247 | $3.69K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 241 | $3.60K | 0.00% | +241 | New |
| Global Retirement Partners, LLC | 219 | $3.28K | 0.00% | +9+4.3% | Added |
| Zions Bancorporation, N.A. | 205 | $3.07K | 0.00% | −168−45.0% | Reduced |
| Eukles Asset Management | 200 | $2.99K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 193 | $2.89K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 179 | $2.68K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 173 | $2.59K | 0.00% | −150−46.4% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 171 | $2.56K | 0.00% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 171 | $2.56K | 0.00% | +171 | New |
| JJJ Advisors Inc. | 169 | $2.53K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 155 | $2.32K | 0.00% | −10−6.1% | Reduced |
| Providence Capital Advisors, LLC | 139 | $2.08K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 122 | $1.82K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 119 | $1.80K | 0.00% | +119 | New |
| Prestige Wealth Management Group LLC | 118 | $1.77K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 115 | $1.72K | 0.00% | +115 | New |
| Ancora Advisors, LLC | 107 | $1.60K | 0.00% | +107 | New |
| Spire Wealth Management | 98 | $1.47K | 0.00% | +53+117.8% | Added |
| Trifecta Capital Advisors, LLC | 97 | $1.45K | 0.00% | +97 | New |
| SJS Investment Consulting Inc. | 95 | $1.42K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 88 | $1.32K | 0.00% | +13+17.3% | Added |
| CVA Family Office, LLC | 86 | $1.29K | 0.00% | +46+115.0% | Added |
| Whittier Trust Co of Nevada Inc | 80 | $1.20K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 71 | $1.06K | 0.00% | +5+7.6% | Added |
| GW&K Investment Management, LLC | 93 | $1.00K | 0.00% | +40+75.5% | Added |
| Unique Wealth Strategies, LLC | 60 | $995 | 0.00% | +60 | New |
| Geneos Wealth Management Inc. | 64 | $957 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 55 | $823 | 0.00% | −100−64.5% | Reduced |
| Caitlin John, LLC | 53 | $793 | 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 |
| Sugarloaf Wealth Management, LLC | 50 | $748 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 45 | $673 | 0.00% | −99−68.8% | Reduced |
| Coppell Advisory Solutions LLC | 43 | $643 | 0.00% | +43 | New |
| Dunhill Financial, LLC | 40 | $603 | 0.00% | +1+2.6% | Added |
| Raffa Wealth Management, LLC | 34 | $509 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 26 | $389 | 0.00% | −65−71.4% | Reduced |
| Kelly Financial Services LLC | 24 | $359 | 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 |
| Delos Wealth Advisors, LLC | 11 | $165 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 8 | $120 | 0.00% | +6+300.0% | Added |
| Ruedi Wealth Management, Inc. | 7 | $105 | 0.00% | +7 | New |
| SOA Wealth Advisors, LLC. | 7 | $102 | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 30,300 | – | – | +30,300 | New |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −1,321,758−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −978,238−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −680,157−100.0% | Sold out |
| M&G Plc | 0 | $0 | 0.00% | −496,351−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −485,700−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −393,728−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −301,400−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −270,420−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −233,705−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −211,156−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −153,000−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −124,503−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −116,841−100.0% | Sold out |
| Paralel Advisors LLC | 0 | $0 | 0.00% | −116,749−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −103,613−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −95,689−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −82,016−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −48,401−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −47,320−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −47,298−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −45,161−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −42,670−100.0% | Sold out |
| Paradigm Asset Management Co LLC | 0 | $0 | 0.00% | −39,000−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −37,173−100.0% | Sold out |