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 |
|---|---|---|---|---|---|
| Centennial Wealth Advisory LLC | 19,095 | $335.3K | 0.13% | +816+4.5% | Added |
| Quadrature Capital Ltd | 19,494 | $342.4K | 0.01% | −88,114−81.9% | Reduced |
| Element Wealth, LLC | 19,667 | $345.4K | 0.18% | +95+0.5% | Added |
| NEOS Investment Management LLC | 19,985 | $350.9K | 0.01% | +4,060+25.5% | Added |
| Utah Retirement Systems | 20,000 | $351.2K | 0.00% | −40,778−67.1% | Reduced |
| MBB Public Markets I LLC | 20,160 | $354.0K | 0.03% | +20,160 | New |
| Signaturefd, LLC | 20,311 | $356.7K | 0.01% | −7,671−27.4% | Reduced |
| Tower Research Capital LLC (TRC) | 20,659 | $362.8K | 0.01% | −17,097−45.3% | Reduced |
| Daiwa Securities Group Inc. | 20,756 | $364.0K | 0.00% | +2,669+14.8% | Added |
| Maryland State Retirement & Pension System | 20,871 | $366.5K | 0.01% | −7,867−27.4% | Reduced |
| Colony Group, LLC | 20,943 | $367.8K | 0.00% | +20,943 | New |
| Glenmede Trust Co NA | 21,046 | $369.6K | 0.00% | +359+1.7% | Added |
| Farther Finance Advisors, LLC | 21,518 | $377.9K | 0.01% | +179+0.8% | Added |
| SG Americas Securities, LLC | 21,697 | $381.0K | 0.00% | −88,042−80.2% | Reduced |
| New Mexico Educational Retirement Board | 22,014 | $387.0K | 0.01% | −600−2.7% | Reduced |
| Unique Wealth Strategies, LLC | 22,070 | $387.5K | 0.17% | +22,010+36,683.3% | Added |
| Allspring Global Investments Holdings, LLC | 22,366 | $392.7K | 0.00% | −9,904−30.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 22,367 | $392.8K | 0.00% | +941+4.4% | Added |
| Rathbone Brothers plc | 22,542 | $395.8K | 0.00% | −1,600−6.6% | Reduced |
| Entropy Technologies, LP | 22,800 | $400.4K | 0.04% | +22,800 | New |
| Point72 (DIFC) Ltd | 23,085 | $405.4K | 0.03% | −43,673−65.4% | Reduced |
| Numerai GP LLC | 23,339 | $409.8K | 0.11% | −3,449−12.9% | Reduced |
| Veriti Management LLC | 23,340 | $409.9K | 0.02% | −768−3.2% | Reduced |
| Toroso Investments, LLC | 23,532 | $413.2K | 0.00% | −27,508−53.9% | Reduced |
| Morningstar Investment Services LLC | 24,072 | $425.0K | 0.00% | +675+2.9% | Added |
| KBC Group NV | 24,714 | $434.0K | 0.00% | +3,014+13.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 24,843 | $436.0K | 0.00% | +8,449+51.5% | Added |
| Securian Asset Management, Inc | 24,888 | $437.0K | 0.01% | −977−3.8% | Reduced |
| Louisiana State Employees Retirement System | 25,300 | $444.3K | 0.01% | −200−0.8% | Reduced |
| Wright Investors Service Inc | 25,739 | $452.0K | 0.12% | −10,314−28.6% | Reduced |
| MML Investors Services, LLC | 25,868 | $454.0K | 0.00% | +4,620+21.7% | Added |
| Twin Capital Management Inc | 26,351 | $462.7K | 0.05% | +26,351 | New |
| Equitable Holdings, Inc. | 26,780 | $470.3K | 0.00% | −319−1.2% | Reduced |
| Tennessee Valley Asset Management Partners | 27,204 | $477.7K | 0.08% | −3,878−12.5% | Reduced |
| Teza Capital Management LLC | 27,728 | $486.9K | 0.05% | +12,658+84.0% | Added |
| NorthCrest Asset Manangement, LLC | 27,948 | $490.8K | 0.01% | +7,898+39.4% | Added |
| Hartford Investment Management Co | 27,965 | $491.1K | 0.02% | −327−1.2% | Reduced |
| Stock Yards Bank & Trust Co | 28,082 | $493.1K | 0.02% | −675−2.3% | Reduced |
| Mizuho Securities USA LLC | 29,180 | $512.4K | 0.01% | −5,505−15.9% | Reduced |
| Fox Run Management, L.L.C. | 29,325 | $514.9K | 0.11% | −20,122−40.7% | Reduced |
| Private Advisor Group, LLC | 29,781 | $522.9K | 0.00% | +94+0.3% | Added |
| Kentucky Retirement Systems | 31,349 | $550.5K | 0.02% | −2,549−7.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 31,471 | $553.0K | 0.00% | −3,121−9.0% | Reduced |
| Investors Research Corp | 31,725 | $557.1K | 0.12% | +225+0.7% | Added |
| Public Employees Retirement Association of Colorado | 31,913 | $560.0K | 0.00% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 32,072 | $563.2K | 0.28% | +1,875+6.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 32,458 | $570.0K | 0.00% | +3,926+13.8% | Added |
| Mather Group, LLC. | 32,612 | $572.7K | 0.01% | +6,611+25.4% | Added |
| Wolverine Trading, LLC | 33,035 | $582.7K | 0.02% | +14,505+78.3% | Added |
| Pacer Advisors, Inc. | 33,584 | $589.7K | 0.00% | +1,379+4.3% | Added |
| Two Sigma Securities, LLC | 33,638 | $590.7K | 0.05% | +17,930+114.1% | Added |
| Standard Life Aberdeen plc | 34,080 | $595.2K | 0.00% | +3,529+11.6% | Added |
| Creative Planning | 33,949 | $596.1K | 0.00% | +394+1.2% | Added |
| Centiva Capital, LP | 34,016 | $597.3K | 0.03% | −38,088−52.8% | Reduced |
| Crossmark Global Holdings, Inc. | 34,324 | $603.0K | 0.01% | +282+0.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 34,576 | $609.9K | 0.00% | +14,844+75.2% | Added |
| State of Wisconsin Investment Board | 34,741 | $610.1K | 0.00% | −994−2.8% | Reduced |
| Wealthcare Advisory Partners LLC | 35,138 | $617.0K | 0.02% | −1,851−5.0% | Reduced |
| Stratos Wealth Partners, LTD. | 37,089 | $651.3K | 0.01% | +19,352+109.1% | Added |
| Edgestream Partners, L.P. | 37,348 | $655.8K | 0.03% | +37,348 | New |
| Scientech Research LLC | 38,178 | $670.4K | 0.13% | +6,609+20.9% | Added |
| Marshall Wace, LLP | 38,364 | $673.7K | 0.00% | −1,182,823−96.9% | Reduced |
| Oregon Public Employees Retirement Fund | 38,481 | $675.7K | 0.01% | −190−0.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 38,290 | $678.9K | 0.01% | +4,197+12.3% | Added |
| Schonfeld Strategic Advisors LLC | 39,488 | $693.4K | 0.01% | −130,696−76.8% | Reduced |
| Quantitative Investment Management, LLC | 39,537 | $694.0K | 0.07% | +39,537 | New |
| Sanctuary Advisors, LLC | 39,784 | $705.8K | 0.00% | +28,584+255.2% | Added |
| Elevated Capital Advisors, LLC | 40,588 | $712.7K | 0.19% | −1,187−2.8% | Reduced |
| Lecap Asset Management Ltd | 41,293 | $725.1K | 0.16% | +41,293 | New |
| CI Private Wealth, LLC | 42,551 | $747.2K | 0.00% | −8,002−15.8% | Reduced |
| Strategic Advisors LLC | 43,000 | $755.1K | 0.14% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 43,934 | $774.1K | 0.03% | +43,934 | New |
| Jones Financial Companies LLLP | 44,905 | $792.0K | 0.00% | +26,753+147.4% | Added |
| GTS Securities LLC | 45,340 | $796.2K | 0.02% | +29,324+183.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 45,346 | $796.3K | 0.00% | −949−2.0% | Reduced |
| XTX Topco Ltd | 45,706 | $802.6K | 0.06% | +2,476+5.7% | Added |
| D.A. Davidson & Co. | 46,030 | $808.3K | 0.01% | −2,560−5.3% | Reduced |
| Jane Street Group, LLC | 48,141 | $845.4K | 0.00% | −980,632−95.3% | Reduced |
| Janney Montgomery Scott LLC | 48,200 | $846.0K | 0.00% | −43,400−47.4% | Reduced |
| JustInvest LLC | 48,571 | $852.9K | 0.01% | +4,673+10.6% | Added |
| Gsa Capital Partners LLP | 48,566 | $853.0K | 0.06% | +48,566 | New |
| Verition Fund Management LLC | 49,238 | $864.6K | 0.01% | +22,377+83.3% | Added |
| Kestra Advisory Services, LLC | 50,042 | $878.7K | 0.00% | −1,689−3.3% | Reduced |
| Versor Investments LP | 50,200 | $881.5K | 0.14% | +50,200 | New |
| Vinva Investment Management Ltd | 35,321 | $898.9K | 0.04% | +9,078+34.6% | Added |
| State of Alaska, Department of Revenue | 52,316 | $918.0K | 0.01% | +3,545+7.3% | Added |
| Econ Financial Services Corp | 52,317 | $918.7K | 0.51% | +52,317 | New |
| Rothschild Investment LLC | 53,070 | $931.9K | 0.06% | −460−0.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 53,493 | $939.3K | 0.04% | −1,444−2.6% | Reduced |
| Gold Investment Management Ltd. | 53,581 | $941.4K | 0.39% | +1,644+3.2% | Added |
| Mackenzie Financial Corp | 54,525 | $957.5K | 0.00% | −3,122−5.4% | Reduced |
| Mutual of America Capital Management LLC | 55,415 | $973.1K | 0.01% | −1,311−2.3% | Reduced |
| Captrust Financial Advisors | 56,214 | $987.1K | 0.00% | +31,908+131.3% | Added |
| Impax Asset Management Group plc | 56,500 | $992.1K | 0.00% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 58,588 | $1.03M | 0.01% | −1,938−3.2% | Reduced |
| CIBC World Markets Corp | 60,941 | $1.07M | 0.01% | −1,059−1.7% | Reduced |
| Harmony Asset Management LLC | 61,400 | $1.08M | 0.40% | +600+1.0% | Added |
| Kestra Private Wealth Services, LLC | 61,672 | $1.08M | 0.02% | −16,318−20.9% | Reduced |
| CIBC Asset Management Inc | 62,964 | $1.11M | 0.00% | +4,840+8.3% | Added |
| Mercer Global Advisors Inc | 66,333 | $1.14M | 0.00% | +4,235+6.8% | Added |