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, Q3 2024
Institutional positions in Invesco Ltd. as of Sep 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
- 493
- +20 vs. Q2 2024
- Shares held
- 389.1M
- +140.7M (+56.7%) vs. Q2 2024
- Total value
- $6.83B
- +$3.11B (+83.8%) vs. Q2 2024
- New holders
- 67
- 196 more added
- Sold out
- 47
- 158 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Invesco Ltd.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mendota Financial Group, LLC | 2 | $36 | 0.00% | +2 | New |
| Larson Financial Group LLC | 3 | $53 | 0.00% | +3 | New |
| West Branch Capital LLC | 3 | $53 | 0.00% | +3 | New |
| Rakuten Securities, Inc. | 3 | $53 | 0.00% | +3 | New |
| SOA Wealth Advisors, LLC. | 7 | $121 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 9 | $158 | 0.00% | +1+12.5% | Added |
| Chesapeake Asset Management LLC | 10 | $175 | 0.00% | +10 | New |
| Clearstead Advisors, LLC | 10 | $176 | 0.00% | +10 | New |
| Heritage Wealth Advisors | 24 | $421 | 0.00% | +24 | New |
| Proequities, Inc. | 26 | $456 | 0.00% | −227−89.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 26 | $457 | 0.00% | +26 | New |
| Claris Advisors, LLC | 27 | $474 | 0.00% | +27 | New |
| Raffa Wealth Management, LLC | 34 | $597 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 41 | $722 | 0.00% | +1+2.5% | Added |
| Geneos Wealth Management Inc. | 43 | $755 | 0.00% | −21−32.8% | Reduced |
| Sound Income Strategies, LLC | 45 | $790 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 45 | $791 | 0.00% | +45 | New |
| Sugarloaf Wealth Management, LLC | 50 | $878 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 51 | $896 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 51 | $896 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 53 | $935 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 55 | $966 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 64 | $1.12K | 0.00% | −141−68.8% | Reduced |
| TFC Financial Management | 77 | $1.35K | 0.00% | +77 | New |
| Whittier Trust Co of Nevada Inc | 80 | $1.40K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 86 | $1.51K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 86 | $1.52K | 0.00% | +43+100.0% | Added |
| DiNuzzo Private Wealth, Inc. | 91 | $1.60K | 0.00% | +3+3.4% | Added |
| MV Capital Management, Inc. | 94 | $1.65K | 0.00% | +23+32.4% | Added |
| Trifecta Capital Advisors, LLC | 97 | $1.70K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 98 | $1.72K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 101 | $1.77K | 0.00% | +6+6.3% | Added |
| AdvisorNet Financial, Inc | 101 | $1.77K | 0.00% | +75+288.5% | Added |
| FSA Wealth Management LLC | 112 | $1.97K | 0.00% | +112 | New |
| GW&K Investment Management, LLC | 126 | $2.00K | 0.00% | +33+35.5% | Added |
| ORG Partners LLC | 115 | $2.02K | 0.00% | −4−3.4% | Reduced |
| Prestige Wealth Management Group LLC | 118 | $2.07K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 122 | $2.14K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 152 | $2.67K | 0.00% | −830−84.5% | Reduced |
| Eastern Bank | 161 | $2.83K | 0.00% | +161 | New |
| Jackson, Grant Investment Advisers, Inc. | 171 | $3.00K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 174 | $3.06K | 0.00% | +1+0.6% | Added |
| Raleigh Capital Management Inc. | 177 | $3.11K | 0.00% | +22+14.2% | Added |
| WealthCollab, LLC | 179 | $3.14K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 200 | $3.51K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 255 | $4.00K | 0.00% | +255 | New |
| Farmers & Merchants Investments Inc | 247 | $4.34K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 251 | $4.41K | 0.00% | +32+14.6% | Added |
| Cornerstone Planning Group LLC | 247 | $4.43K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 266 | $4.67K | 0.00% | +266 | New |
| Boyd Watterson Asset Management LLC | 267 | $4.69K | 0.00% | 00.0% | Unchanged |
| Ossiam | 279 | $4.90K | 0.00% | +279 | New |
| Hilltop National Bank | 288 | $5.06K | 0.00% | −950−76.7% | Reduced |
| Cape Investment Advisory, Inc. | 294 | $5.16K | 0.00% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 321 | $5.63K | 0.02% | +321 | New |
| First Horizon Advisors, Inc. | 335 | $5.90K | 0.00% | −20−5.6% | Reduced |
| JFS Wealth Advisors, LLC | 344 | $6.04K | 0.00% | +32+10.3% | Added |
| Fortitude Family Office, LLC | 407 | $7.15K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 415 | $7.29K | 0.00% | +415 | New |
| Private Wealth Management Group, LLC | 433 | $7.60K | 0.00% | +6+1.4% | Added |
| Red Tortoise LLC | 446 | $7.83K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 500 | $8.00K | 0.00% | +500 | New |
| Bell Investment Advisors, Inc | 479 | $8.41K | 0.00% | −36−7.0% | Reduced |
| IFP Advisors, Inc | 544 | $9.55K | 0.00% | +189+53.2% | Added |
| FinTrust Capital Advisors, LLC | 555 | $9.75K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 602 | $10.6K | 0.00% | +86+16.7% | Added |
| Steward Partners Investment Advisory, LLC | 610 | $10.7K | 0.00% | −82−11.8% | Reduced |
| Global X Japan Co., Ltd. | 633 | $11.1K | 0.00% | +633 | New |
| Huntington National Bank | 653 | $11.5K | 0.00% | −11−1.7% | Reduced |
| Continuum Advisory, LLC | 648 | $11.5K | 0.00% | +5+0.8% | Added |
| Versant Capital Management, Inc | 671 | $11.8K | 0.00% | +203+43.4% | Added |
| Parkside Financial Bank & Trust | 722 | $12.7K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 726 | $12.7K | 0.00% | +35+5.1% | Added |
| Lindbrook Capital, LLC | 734 | $12.9K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 750 | $13.2K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 757 | $13.3K | 0.00% | +757 | New |
| CoreCap Advisors, LLC | 774 | $13.6K | 0.00% | +258+50.0% | Added |
| Federated Hermes, Inc. | 795 | $14.0K | 0.00% | +122+18.1% | Added |
| Hexagon Capital Partners LLC | 822 | $14.4K | 0.00% | +629+325.9% | Added |
| Aster Capital Management (DIFC) Ltd | 848 | $14.9K | 0.00% | +848 | New |
| Smartleaf Asset Management LLC | 858 | $15.1K | 0.00% | +120+16.3% | Added |
| SRS Capital Advisors, Inc. | 918 | $16.1K | 0.00% | +336+57.7% | Added |
| Rosenberg Matthew Hamilton | 950 | $16.7K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,000 | $17.2K | 0.00% | −183−15.5% | Reduced |
| Clear Investment Research, LLC | 1,000 | $17.6K | 0.02% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,001 | $17.6K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,023 | $18.0K | 0.00% | +32+3.2% | Added |
| McIlrath & Eck, LLC | 1,032 | $18.1K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,041 | $18.3K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1,123 | $19.7K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 1,123 | $19.7K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 1,153 | $20.2K | 0.00% | +1,153 | New |
| Ci Investments Inc. | 1,170 | $21.0K | 0.00% | +564+93.1% | Added |
| Massmutual Trust Co FSB | 1,257 | $22.1K | 0.00% | +11+0.9% | Added |
| Private Trust Co NA | 1,353 | $23.8K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 1,473 | $25.9K | 0.00% | +1,473 | New |
| Umb Bank N A | 1,490 | $26.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,545 | $27.1K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,550 | $27.2K | 0.00% | +1,285+484.9% | Added |
| Optimum Investment Advisors | 1,600 | $28.1K | 0.01% | −1,900−54.3% | Reduced |