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 |
|---|---|---|---|---|---|
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −48,738−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −45,553−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −39,616−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −38,900−100.0% | Sold out |
| Freestone Capital Holdings, LLC | 0 | $0 | 0.00% | −36,618−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −34,112−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −34,830−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −32,376−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −30,648−100.0% | Sold out |
| Unison Advisors LLC | 0 | $0 | 0.00% | −24,286−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −22,856−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −22,493−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −20,277−100.0% | Sold out |
| Korea Investment CORP | 0 | $0 | 0.00% | −14,835−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −13,902−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −11,200−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −10,496−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −8,025−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −4,528−100.0% | Sold out |
| Family Firm, Inc. | 0 | $0 | 0.00% | −1,877−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −1,459−100.0% | Sold out |
| EdgeRock Capital LLC | 0 | $0 | 0.00% | −1,455−100.0% | Sold out |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −1,080−100.0% | Sold out |
| Avondale Wealth Management | 0 | $0 | 0.00% | −1,050−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −923−100.0% | Sold out |
| Lynx Investment Advisory | 0 | $0 | 0.00% | −430−100.0% | Sold out |
| Gleason Group, Inc. | 0 | $0 | 0.00% | −327−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −249−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −241−100.0% | Sold out |
| Great Lakes Retirement, Inc. | 0 | $0 | 0.00% | −171−100.0% | Sold out |
| Providence Capital Advisors, LLC | 0 | $0 | 0.00% | −139−100.0% | Sold out |
| Fairway Wealth LLC | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −107−100.0% | Sold out |
| Kelly Financial Services LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Bruce G. Allen Investments, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Delos Wealth Advisors, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Ruedi Wealth Management, Inc. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −30,300−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| JJJ Advisors Inc. | – | – | – | – | Not filed |