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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.

Q3 2024 vs. Q2 2024

How the institutions holding Invesco Ltd. changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of IVZ: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders4763493+20
Shares302.9M54.5M389.1M+140.7M (+56.7%)
Value$4.53B$815.9M$6.83B+$3.11B (+83.8%)

3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (67)

Institutions that held Invesco Ltd. at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to IVZ in Q3 2024
InstitutionSharesValue% of portfolio
Massachusetts Mutual Life Insurance Co81,332,339$1.43B83.29%
BlackRock, Inc.54,672,046$960.0M0.02%
Azora Capital LP1,554,036$27.3M1.47%
Wealthcare Capital Management LLC663,545$11.7M1.17%
Qube Research & Technologies Ltd489,397$8.59M0.02%
Vontobel Holding Ltd.278,396$4.89M0.02%
Holocene Advisors, LP196,350$3.45M0.01%
Cubist Systematic Strategies, LLC170,656$3.00M0.05%
Van Eck Associates Corp159,442$2.79M0.00%
Arrowstreet Capital, Limited Partnership93,071$1.63M0.00%
Brevan Howard Capital Management LP87,712$1.54M0.07%
Econ Financial Services Corp52,317$918.7K0.51%
Versor Investments LP50,200$881.5K0.14%
Gsa Capital Partners LLP48,566$853.0K0.06%
Pallas Capital Advisors LLC43,934$774.1K0.03%
Lecap Asset Management Ltd41,293$725.1K0.16%
Quantitative Investment Management, LLC39,537$694.0K0.07%
Edgestream Partners, L.P.37,348$655.8K0.03%
Twin Capital Management Inc26,351$462.7K0.05%
Entropy Technologies, LP22,800$400.4K0.04%
Colony Group, LLC20,943$367.8K0.00%
MBB Public Markets I LLC20,160$354.0K0.03%
Claro Advisors LLC16,136$283.3K0.04%
Jacobs Levy Equity Management, Inc16,129$283.2K0.00%
Apollon Wealth Management, LLC15,458$271.4K0.01%
AlphaStar Capital Management, LLC14,568$255.8K0.02%
iA Global Asset Management Inc.14,510$255.0K0.00%
Sterling Capital Management LLC13,930$244.6K0.00%
Dark Forest Capital Management LP12,456$218.7K0.03%
Shell Asset Management Co11,535$203.0K0.01%
Magnetar Financial LLC11,335$199.0K0.00%
EP Wealth Advisors, LLC10,578$185.7K0.00%
Avantax Advisory Services, Inc.10,423$183.0K0.00%
Danske Bank A/S8,500$149.3K0.00%
Capital Performance Advisors LLP7,473$131.2K0.04%
Skopos Labs, Inc.5,455$95.8K0.03%
True Wealth Design, LLC4,382$76.9K0.03%
Truvestments Capital LLC4,309$75.7K0.02%
Catalyst Funds Management Pty Ltd2,800$49.2K0.01%
GeoWealth Management, LLC2,555$44.9K0.00%
Bryn Mawr Trust Co1,985$34.9K0.00%
Kovitz Investment Group Partners, LLC15,211$33.4K0.00%
NBT Bank N A1,473$25.9K0.00%
Elequin Capital LP1,153$20.2K0.00%
Aster Capital Management (DIFC) Ltd848$14.9K0.00%
Northwest Investment Counselors, LLC757$13.3K0.00%
Global X Japan Co., Ltd.633$11.1K0.00%
Avion Wealth500$8.00K0.00%
Ashton Thomas Securities, LLC415$7.29K0.00%
Peterson Financial Group, Inc.321$5.63K0.02%
Ossiam279$4.90K0.00%
DT Investment Partners, LLC266$4.67K0.00%
Hemington Wealth Management255$4.00K0.00%
Eastern Bank161$2.83K0.00%
FSA Wealth Management LLC112$1.97K0.00%
TFC Financial Management77$1.35K0.00%
Sachetta, LLC45$7910.00%
Claris Advisors, LLC27$4740.00%
Plante Moran Financial Advisors, LLC26$4570.00%
Heritage Wealth Advisors24$4210.00%
Clearstead Advisors, LLC10$1760.00%
Chesapeake Asset Management LLC10$1750.00%
Larson Financial Group LLC3$530.00%
West Branch Capital LLC3$530.00%
Rakuten Securities, Inc.3$530.00%
Mendota Financial Group, LLC2$360.00%
International Assets Investment Management, LLC18,869––

Sold out (47)

Institutions that held Invesco Ltd. at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of IVZ in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Connor, Clark & Lunn Investment Management Ltd.1,492,565$22.3M
Healthcare of Ontario Pension Plan Trust Fund524,200$7.84M
Balyasny Asset Management LLC407,503$6.10M
Vestcor Inc93,612$1.40M
Group One Trading, L.P.64,317$962.2K
Axq Capital, LP63,405$948.5K
Oak Thistle LLC55,078$824.0K
IMC-Chicago, LLC48,738$729.1K
Boothbay Fund Management, LLC45,553$681.5K
Bridgewater Associates, LP39,616$592.7K
AXA S.A.38,900$581.9K
Freestone Capital Holdings, LLC36,618$547.8K
LMR Partners LLP34,112$510.3K
Everence Capital Management Inc34,830$494.0K
Sciencast Management LP32,376$484.3K
Dynamic Technology Lab Private Ltd30,648$459.0K
Unison Advisors LLC24,286$363.3K
Keebeck Alpha, LP22,856$341.9K
Prelude Capital Management, LLC22,493$336.5K
Sherbrooke Park Advisers LLC20,277$303.3K
Korea Investment CORP14,835$221.9K
Quarry LP13,902$208.0K
Aquatic Capital Management LLC11,200$167.6K
ISAM Funds (UK) Ltd10,496$157.0K
State of Wyoming8,025$120.1K
Gradient Investments LLC4,528$67.7K
Family Firm, Inc.1,877$28.1K
Walleye Trading LLC1,459$21.8K
EdgeRock Capital LLC1,455$21.8K
Valley National Advisers Inc1,080$16.0K
Avondale Wealth Management1,050$15.7K
FNY Investment Advisers, LLC1,000$14.0K
Twin Tree Management, LP923$13.8K
Lynx Investment Advisory430$6.43K
Gleason Group, Inc.327$4.89K
RFP Financial Group LLC249$3.73K
Ashton Thomas Private Wealth, LLC241$3.60K
Great Lakes Retirement, Inc.171$2.56K
Providence Capital Advisors, LLC139$2.08K
Fairway Wealth LLC115$1.72K
Ancora Advisors, LLC107$1.60K
Kelly Financial Services LLC24$359
Harbor Investment Advisory, LLC17$254
Bruce G. Allen Investments, LLC17$254
Delos Wealth Advisors, LLC11$165
Ruedi Wealth Management, Inc.7$105
Itau Unibanco Holding S.A.30,300–

Not filed for Q3 2024 yet (3)

Institutions that held Invesco Ltd. at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IVZ in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.54,209,554$811.0M
Susquehanna Fundamental Investments, LLC328,392$4.91M
JJJ Advisors Inc.169$2.53K