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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 1,601 | $28.1K | 0.00% | −709−30.7% | Reduced |
| Gables Capital Management Inc. | 1,634 | $28.7K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,700 | $29.9K | 0.00% | −200−10.5% | Reduced |
| Manchester Capital Management LLC | 1,729 | $30.4K | 0.00% | +502+40.9% | Added |
| Deseret Mutual Benefit Administrators | 1,824 | $32.0K | 0.02% | +303+19.9% | Added |
| Kovitz Investment Group Partners, LLC | 15,211 | $33.4K | 0.00% | +15,211 | New |
| Bryn Mawr Trust Co | 1,985 | $34.9K | 0.00% | +1,985 | New |
| Pinnacle Bancorp, Inc. | 2,000 | $35.1K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,036 | $36.0K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 2,400 | $42.1K | 0.00% | +1,806+304.0% | Added |
| HHM Wealth Advisors, LLC | 2,400 | $42.1K | 0.01% | −1,700−41.5% | Reduced |
| Resona Asset Management Co.,Ltd. | 2,441 | $43.1K | 0.00% | +481+24.5% | Added |
| Capital Analysts, LLC | 2,483 | $44.0K | 0.00% | +141+6.0% | Added |
| GeoWealth Management, LLC | 2,555 | $44.9K | 0.00% | +2,555 | New |
| Caption Management, LLC | 2,579 | $45.3K | 0.00% | −75,621−96.7% | Reduced |
| Principal Securities, Inc. | 2,591 | $45.5K | 0.00% | +1,049+68.0% | Added |
| Silvant Capital Management LLC | 2,649 | $46.5K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 2,800 | $49.2K | 0.01% | +2,800 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4,095 | $50.3K | 0.01% | +3+0.1% | Added |
| Parallel Advisors, LLC | 3,258 | $57.2K | 0.00% | −23−0.7% | Reduced |
| TD Private Client Wealth LLC | 3,691 | $64.8K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 4,181 | $73.4K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 4,306 | $75.6K | 0.01% | −647−13.1% | Reduced |
| Truvestments Capital LLC | 4,309 | $75.7K | 0.02% | +4,309 | New |
| True Wealth Design, LLC | 4,382 | $76.9K | 0.03% | +4,382 | New |
| Covestor Ltd | 4,594 | $81.0K | 0.05% | −1,010−18.0% | Reduced |
| Ameritas Investment Partners, Inc. | 4,888 | $85.8K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 5,225 | $91.8K | 0.00% | −46,055−89.8% | Reduced |
| Headlands Technologies LLC | 5,288 | $92.9K | 0.01% | −20,304−79.3% | Reduced |
| Skopos Labs, Inc. | 5,455 | $95.8K | 0.03% | +5,455 | New |
| Ronald Blue Trust, Inc. | 6,783 | $101.5K | 0.00% | +5,950+714.3% | Added |
| Horizon Investments, LLC | 6,132 | $107.7K | 0.00% | −2,792−31.3% | Reduced |
| Credit Agricole S A | 6,273 | $110.2K | 0.00% | −37,413−85.6% | Reduced |
| MCF Advisors LLC | 6,317 | $110.9K | 0.01% | +7+0.1% | Added |
| Exchange Traded Concepts, LLC | 6,390 | $112.2K | 0.00% | +5,993+1,509.6% | Added |
| Capital Performance Advisors LLP | 7,473 | $131.2K | 0.04% | +7,473 | New |
| Hoertkorn Richard Charles | 7,667 | $134.6K | 0.06% | −666−8.0% | Reduced |
| Caldwell Trust Co | 8,015 | $140.7K | 0.01% | −3,050−27.6% | Reduced |
| Danske Bank A/S | 8,500 | $149.3K | 0.00% | +8,500 | New |
| Asset Management One Co.,Ltd. | 8,590 | $150.8K | 0.00% | +1,710+24.9% | Added |
| DekaBank Deutsche Girozentrale | 9,528 | $167.0K | 0.00% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 10,038 | $176.3K | 0.05% | −3,667−26.8% | Reduced |
| Investors Asset Management of Georgia Inc | 10,337 | $181.5K | 0.09% | +14+0.1% | Added |
| Avantax Advisory Services, Inc. | 10,423 | $183.0K | 0.00% | +10,423 | New |
| EP Wealth Advisors, LLC | 10,578 | $185.7K | 0.00% | +10,578 | New |
| Meridian Wealth Advisors, LLC | 10,798 | $189.6K | 0.03% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 10,810 | $189.9K | 0.00% | +427+4.1% | Added |
| Burney Co | 10,939 | $192.1K | 0.01% | −3,237−22.8% | Reduced |
| Iron Financial, LLC | 11,238 | $197.3K | 0.11% | −1,003−8.2% | Reduced |
| Magnetar Financial LLC | 11,335 | $199.0K | 0.00% | +11,335 | New |
| Perigon Wealth Management, LLC | 11,363 | $199.5K | 0.01% | +467+4.3% | Added |
| Shell Asset Management Co | 11,535 | $203.0K | 0.01% | +11,535 | New |
| Commerce Bank | 11,593 | $203.6K | 0.00% | −50−0.4% | Reduced |
| Harbour Investments, Inc. | 11,645 | $204.5K | 0.01% | −78−0.7% | Reduced |
| Novare Capital Management LLC | 12,000 | $210.7K | 0.02% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 12,108 | $212.6K | 0.01% | +432+3.7% | Added |
| Leonteq Securities AG | 12,164 | $213.6K | 0.03% | −157−1.3% | Reduced |
| Dark Forest Capital Management LP | 12,456 | $218.7K | 0.03% | +12,456 | New |
| Envestnet Asset Management Inc | 12,715 | $223.3K | 0.00% | +533+4.4% | Added |
| United Services Automobile Association | 12,727 | $223.5K | 0.01% | −2,314−15.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 12,865 | $225.9K | 0.01% | +49+0.4% | Added |
| Nomura Asset Management Co Ltd | 12,888 | $226.3K | 0.00% | +1,665+14.8% | Added |
| Oxford Financial Group Ltd | 12,942 | $227.3K | 0.01% | −188−1.4% | Reduced |
| United Capital Financial Advisers, LLC | 12,956 | $227.5K | 0.00% | +88+0.7% | Added |
| Keystone Financial Group | 13,005 | $228.4K | 0.03% | +52+0.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 13,323 | $234.0K | 0.02% | −1,186−8.2% | Reduced |
| CSS LLC | 13,607 | $238.9K | 0.01% | −2,000−12.8% | Reduced |
| Stonebridge Capital Advisors LLC | 13,755 | $241.5K | 0.02% | +130+1.0% | Added |
| Sterling Capital Management LLC | 13,930 | $244.6K | 0.00% | +13,930 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 14,149 | $248.5K | 0.00% | +1,167+9.0% | Added |
| M&T Bank Corp | 14,208 | $249.5K | 0.00% | −674−4.5% | Reduced |
| HighTower Advisors, LLC | 14,339 | $252.0K | 0.00% | −1,313−8.4% | Reduced |
| Greenleaf Trust | 14,353 | $252.0K | 0.00% | −205−1.4% | Reduced |
| V-Square Quantitative Management LLC | 14,392 | $252.7K | 0.04% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 14,510 | $255.0K | 0.00% | +14,510 | New |
| AlphaStar Capital Management, LLC | 14,568 | $255.8K | 0.02% | +14,568 | New |
| LGT Group Foundation | 14,635 | $260.2K | 0.00% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 15,175 | $266.5K | 0.04% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 15,366 | $269.8K | 0.00% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 15,458 | $271.4K | 0.01% | +15,458 | New |
| US Bancorp | 15,462 | $271.5K | 0.00% | −244−1.6% | Reduced |
| Capital Fund Management S.A. | 15,813 | $277.7K | 0.00% | −106,322−87.1% | Reduced |
| International Private Wealth Advisors LLC | 16,075 | $282.3K | 0.41% | −876−5.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 16,087 | $282.5K | 0.01% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 16,129 | $283.2K | 0.00% | +16,129 | New |
| Claro Advisors LLC | 16,136 | $283.3K | 0.04% | +16,136 | New |
| GAMMA Investing LLC | 16,197 | $284.4K | 0.03% | +1,393+9.4% | Added |
| Wedmont Private Capital | 16,314 | $287.5K | 0.02% | +2,178+15.4% | Added |
| Qsemble Capital Management, LP | 16,431 | $288.5K | 0.05% | −35,922−68.6% | Reduced |
| Cornercap Investment Counsel Inc | 16,755 | $294.2K | 0.09% | −20,699−55.3% | Reduced |
| MAI Capital Management | 17,676 | $310.4K | 0.00% | −940−5.0% | Reduced |
| Fifth Third Bancorp | 17,677 | $310.4K | 0.00% | +1,055+6.3% | Added |
| NBC Securities, Inc. | 17,745 | $311.0K | 0.03% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 18,051 | $317.0K | 0.08% | +18,051 | Added |
| Advisors Asset Management, Inc. | 18,066 | $317.2K | 0.01% | +6,843+61.0% | Added |
| Ethic Inc. | 19,345 | $320.9K | 0.01% | −1,992−9.3% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 18,537 | $325.5K | 0.06% | +12,147+190.1% | Added |
| Norinchukin Bank, The | 18,556 | $325.8K | 0.01% | +2,754+17.4% | Added |
| Capstone Investment Advisors, LLC | 18,613 | $326.8K | 0.01% | +7,847+72.9% | Added |
| Paragon Capital Management Ltd | 18,960 | $332.9K | 0.07% | +231+1.2% | Added |