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 |
|---|---|---|---|---|---|
| Neuberger Berman Group LLC | 66,271 | $1.16M | 0.00% | +1,163+1.8% | Added |
| Ieq Capital, LLC | 66,621 | $1.17M | 0.01% | +48,145+260.6% | Added |
| Yousif Capital Management, LLC | 66,992 | $1.18M | 0.01% | −1,360−2.0% | Reduced |
| Aviance Capital Partners, LLC | 68,091 | $1.20M | 0.16% | +12,858+23.3% | Added |
| CIBC Private Wealth Group, LLC | 68,874 | $1.21M | 0.00% | +25,638+59.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 70,669 | $1.24M | 0.00% | +5,878+9.1% | Added |
| Northwestern Mutual Wealth Management Co | 70,944 | $1.25M | 0.00% | +4,063+6.1% | Added |
| B.O.S.S. Retirement Advisors, LLC | 72,037 | $1.26M | 0.25% | +2,416+3.5% | Added |
| Greenwood Capital Associates LLC | 72,507 | $1.27M | 0.17% | +197+0.3% | Added |
| Mork Capital Management, LLC | 73,400 | $1.29M | 0.92% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 73,610 | $1.29M | 0.01% | +15,645+27.0% | Added |
| Handelsbanken Fonder AB | 75,800 | $1.33M | 0.01% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 78,451 | $1.38M | 0.01% | +2,700+3.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 78,452 | $1.38M | 0.01% | +1,020+1.3% | Added |
| Vident Advisory, LLC | 79,793 | $1.40M | 0.04% | +64,197+411.6% | Added |
| Quantbot Technologies LP | 80,216 | $1.41M | 0.06% | −183,809−69.6% | Reduced |
| Mariner, LLC | 81,596 | $1.43M | 0.00% | +18,808+30.0% | Added |
| First Trust Advisors LP | 82,409 | $1.45M | 0.00% | +1,863+2.3% | Added |
| Seven Eight Capital, LP | 82,511 | $1.45M | 0.13% | +44,015+114.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 82,603 | $1.45M | 0.00% | +70,653+591.2% | Added |
| TD Asset Management Inc | 83,545 | $1.47M | 0.00% | −1,247−1.5% | Reduced |
| Amalgamated Bank | 84,119 | $1.48M | 0.01% | −35,016−29.4% | Reduced |
| Cinctive Capital Management LP | 84,430 | $1.48M | 0.09% | −447,106−84.1% | Reduced |
| Cetera Investment Advisers | 85,027 | $1.49M | 0.00% | +1,037+1.2% | Added |
| Russell Investments Group, Ltd. | 85,290 | $1.50M | 0.00% | +13,685+19.1% | Added |
| Guggenheim Capital LLC | 85,291 | $1.50M | 0.01% | +10,915+14.7% | Added |
| UniSuper Management Pty Ltd | 85,318 | $1.50M | 0.01% | +11,528+15.6% | Added |
| Bessemer Group Inc | 85,671 | $1.50M | 0.00% | +465+0.5% | Added |
| Raymond James & Associates | 86,163 | $1.51M | 0.00% | −3,447−3.8% | Reduced |
| Wealthfront Advisers LLC | 86,194 | $1.51M | 0.00% | −1,900−2.2% | Reduced |
| Brevan Howard Capital Management LP | 87,712 | $1.54M | 0.07% | +87,712 | New |
| Czech National Bank | 91,669 | $1.61M | 0.02% | +5,950+6.9% | Added |
| Arrowstreet Capital, Limited Partnership | 93,071 | $1.63M | 0.00% | +93,071 | New |
| Highland Capital Management, LLC | 93,550 | $1.64M | 0.09% | −293−0.3% | Reduced |
| Pictet Asset Management Holding SA | 94,427 | $1.66M | 0.00% | +6,820+7.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 94,512 | $1.66M | 0.10% | −37,977−28.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 95,412 | $1.68M | 0.12% | +60,687+174.8% | Added |
| Venture Visionary Partners LLC | 95,423 | $1.68M | 0.07% | +3,949+4.3% | Added |
| Baird Financial Group, Inc. | 95,838 | $1.68M | 0.00% | −360−0.4% | Reduced |
| Arizona State Retirement System | 97,144 | $1.71M | 0.01% | +2,746+2.9% | Added |
| Commonwealth Equity Services, LLC | 97,572 | $1.71M | 0.00% | −133,558−57.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 97,593 | $1.71M | 0.01% | +7,400+8.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 97,961 | $1.72M | 0.01% | −845−0.9% | Reduced |
| Ensign Peak Advisors, Inc | 98,025 | $1.72M | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 98,159 | $1.72M | 0.01% | −56,483−36.5% | Reduced |
| Retirement Systems of Alabama | 98,445 | $1.73M | 0.01% | −784−0.8% | Reduced |
| ARGA Investment Management, LP | 99,080 | $1.74M | 0.06% | +277+0.3% | Added |
| The PNC Financial Services Group, Inc. | 102,126 | $1.79M | 0.00% | +14,098+16.0% | Added |
| CWM, LLC | 105,179 | $1.85M | 0.01% | +90,981+640.8% | Added |
| Xponance, Inc. | 106,724 | $1.87M | 0.02% | +527+0.5% | Added |
| Erste Asset Management GmbH | 107,396 | $1.89M | 0.02% | +3,807+3.7% | Added |
| Pathstone Holdings, LLC | 108,054 | $1.90M | 0.01% | +8,101+8.1% | Added |
| PEAK6 Investments LLC | 108,550 | $1.91M | 0.10% | +42,464+64.3% | Added |
| Corebridge Financial, Inc. | 111,099 | $1.95M | 0.01% | −3,186−2.8% | Reduced |
| D. E. Shaw & Co., Inc. | 111,187 | $1.95M | 0.00% | −524,504−82.5% | Reduced |
| STRS Ohio | 114,849 | $2.02M | 0.01% | +22,551+24.4% | Added |
| State of New Jersey Common Pension Fund D | 115,458 | $2.03M | 0.01% | −7,439−6.1% | Reduced |
| MetLife Investment Management | 115,525 | $2.03M | 0.01% | −2,940−2.5% | Reduced |
| QRG Capital Management, Inc. | 117,739 | $2.07M | 0.02% | +14,692+14.3% | Added |
| State of Michigan Retirement System | 122,598 | $2.15M | 0.01% | −600−0.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 124,030 | $2.18M | 0.02% | −83,263−40.2% | Reduced |
| Prudential Financial Inc | 125,235 | $2.20M | 0.00% | −173,933−58.1% | Reduced |
| Parallax Volatility Advisers, L.P. | 125,657 | $2.21M | 0.06% | +77,547+161.2% | Added |
| Systematic Alpha Investments, LLC | 126,193 | $2.22M | 0.08% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 128,064 | $2.25M | 0.00% | +101,424+380.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 128,718 | $2.26M | 0.01% | +18,733+17.0% | Added |
| Franklin Resources Inc | 127,777 | $2.27M | 0.00% | +73,671+136.2% | Added |
| Alexander Randolph Advisory, Inc. | 134,115 | $2.36M | 2.08% | −3,965−2.9% | Reduced |
| Savant Capital, LLC | 134,199 | $2.36M | 0.02% | +63,607+90.1% | Added |
| Advisor Group Holdings, Inc. | 135,665 | $2.38M | 0.01% | −1,089−0.8% | Reduced |
| Victory Capital Management Inc | 141,469 | $2.48M | 0.00% | +6,134+4.5% | Added |
| Public Employees Retirement System of Ohio | 142,158 | $2.50M | 0.01% | +2,846+2.0% | Added |
| Great West Life Assurance Co | 152,415 | $2.68M | 0.00% | +4,283+2.9% | Added |
| Gabelli Funds LLC | 155,000 | $2.72M | 0.02% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 158,861 | $2.79M | 0.02% | +50.0% | Added |
| Van Eck Associates Corp | 159,442 | $2.79M | 0.00% | +159,442 | New |
| Treasurer of the State of North Carolina | 159,651 | $2.80M | 0.01% | +650+0.4% | Added |
| Redwood Investment Management, LLC | 162,174 | $2.86M | 0.25% | −34,965−17.7% | Reduced |
| Simplex Trading, LLC | 163,635 | $2.87M | 0.10% | +8,569+5.5% | Added |
| Toronto Dominion Bank | 165,562 | $2.91M | 0.01% | −10,501−6.0% | Reduced |
| Rafferty Asset Management, LLC | 167,137 | $2.93M | 0.01% | −13,332−7.4% | Reduced |
| Cubist Systematic Strategies, LLC | 170,656 | $3.00M | 0.05% | +170,656 | New |
| Alaska Permanent Fund Corp | 171,220 | $3.01M | 0.04% | 00.0% | Unchanged |
| Continental Advisors LLC | 174,940 | $3.07M | 2.27% | −64,000−26.8% | Reduced |
| Janus Henderson Group PLC | 174,944 | $3.07M | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 175,256 | $3.08M | 0.01% | +46,475+36.1% | Added |
| Voya Investment Management LLC | 186,404 | $3.27M | 0.00% | +49,037+35.7% | Added |
| LPL Financial LLC | 195,120 | $3.43M | 0.00% | −5,634−2.8% | Reduced |
| Tudor Investment Corp Et Al | 196,284 | $3.45M | 0.04% | −658,151−77.0% | Reduced |
| Holocene Advisors, LP | 196,350 | $3.45M | 0.01% | +196,350 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 196,545 | $3.45M | 0.01% | +2,405+1.2% | Added |
| Stifel Financial Corp | 199,347 | $3.50M | 0.00% | −43,403−17.9% | Reduced |
| Wells Fargo & Company | 199,431 | $3.50M | 0.00% | −1,299−0.6% | Reduced |
| Canada Pension Plan Investment Board | 209,200 | $3.67M | 0.00% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 220,449 | $3.87M | 0.04% | −3,059−1.4% | Reduced |
| American Century Companies Inc | 223,764 | $3.93M | 0.00% | −1,447,777−86.6% | Reduced |
| National Bank of Canada | 235,020 | $4.13M | 0.01% | +37,557+19.0% | Added |
| Chevy Chase Trust Holdings, Inc. | 241,271 | $4.24M | 0.01% | −4,325−1.8% | Reduced |
| New York State Common Retirement Fund | 243,290 | $4.27M | 0.01% | −13,900−5.4% | Reduced |
| American Financial Group Inc | 245,000 | $4.30M | 1.84% | 00.0% | Unchanged |