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 |
|---|---|---|---|---|---|
| Grantham, Mayo, Van Otterloo & Co. LLC | 196,545 | $3.45M | 0.01% | +2,405+1.2% | Added |
| Holocene Advisors, LP | 196,350 | $3.45M | 0.01% | +196,350 | New |
| Tudor Investment Corp Et Al | 196,284 | $3.45M | 0.04% | −658,151−77.0% | Reduced |
| LPL Financial LLC | 195,120 | $3.43M | 0.00% | −5,634−2.8% | Reduced |
| Voya Investment Management LLC | 186,404 | $3.27M | 0.00% | +49,037+35.7% | Added |
| ProShare Advisors LLC | 175,256 | $3.08M | 0.01% | +46,475+36.1% | Added |
| Janus Henderson Group PLC | 174,944 | $3.07M | 0.00% | 00.0% | Unchanged |
| Continental Advisors LLC | 174,940 | $3.07M | 2.27% | −64,000−26.8% | Reduced |
| Alaska Permanent Fund Corp | 171,220 | $3.01M | 0.04% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 170,656 | $3.00M | 0.05% | +170,656 | New |
| Rafferty Asset Management, LLC | 167,137 | $2.93M | 0.01% | −13,332−7.4% | Reduced |
| Toronto Dominion Bank | 165,562 | $2.91M | 0.01% | −10,501−6.0% | Reduced |
| Simplex Trading, LLC | 163,635 | $2.87M | 0.10% | +8,569+5.5% | Added |
| Redwood Investment Management, LLC | 162,174 | $2.86M | 0.25% | −34,965−17.7% | Reduced |
| Treasurer of the State of North Carolina | 159,651 | $2.80M | 0.01% | +650+0.4% | Added |
| Van Eck Associates Corp | 159,442 | $2.79M | 0.00% | +159,442 | New |
| Nisa Investment Advisors, LLC | 158,861 | $2.79M | 0.02% | +50.0% | Added |
| Gabelli Funds LLC | 155,000 | $2.72M | 0.02% | 00.0% | Unchanged |
| Great West Life Assurance Co | 152,415 | $2.68M | 0.00% | +4,283+2.9% | Added |
| Public Employees Retirement System of Ohio | 142,158 | $2.50M | 0.01% | +2,846+2.0% | Added |
| Victory Capital Management Inc | 141,469 | $2.48M | 0.00% | +6,134+4.5% | Added |
| Advisor Group Holdings, Inc. | 135,665 | $2.38M | 0.01% | −1,089−0.8% | Reduced |
| Savant Capital, LLC | 134,199 | $2.36M | 0.02% | +63,607+90.1% | Added |
| Alexander Randolph Advisory, Inc. | 134,115 | $2.36M | 2.08% | −3,965−2.9% | Reduced |
| Franklin Resources Inc | 127,777 | $2.27M | 0.00% | +73,671+136.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 128,718 | $2.26M | 0.01% | +18,733+17.0% | Added |
| Lazard Asset Management LLC | 128,064 | $2.25M | 0.00% | +101,424+380.7% | Added |
| Systematic Alpha Investments, LLC | 126,193 | $2.22M | 0.08% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 125,657 | $2.21M | 0.06% | +77,547+161.2% | Added |
| Prudential Financial Inc | 125,235 | $2.20M | 0.00% | −173,933−58.1% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 124,030 | $2.18M | 0.02% | −83,263−40.2% | Reduced |
| State of Michigan Retirement System | 122,598 | $2.15M | 0.01% | −600−0.5% | Reduced |
| QRG Capital Management, Inc. | 117,739 | $2.07M | 0.02% | +14,692+14.3% | Added |
| MetLife Investment Management | 115,525 | $2.03M | 0.01% | −2,940−2.5% | Reduced |
| State of New Jersey Common Pension Fund D | 115,458 | $2.03M | 0.01% | −7,439−6.1% | Reduced |
| STRS Ohio | 114,849 | $2.02M | 0.01% | +22,551+24.4% | Added |
| D. E. Shaw & Co., Inc. | 111,187 | $1.95M | 0.00% | −524,504−82.5% | Reduced |
| Corebridge Financial, Inc. | 111,099 | $1.95M | 0.01% | −3,186−2.8% | Reduced |
| PEAK6 Investments LLC | 108,550 | $1.91M | 0.10% | +42,464+64.3% | Added |
| Pathstone Holdings, LLC | 108,054 | $1.90M | 0.01% | +8,101+8.1% | Added |
| Erste Asset Management GmbH | 107,396 | $1.89M | 0.02% | +3,807+3.7% | Added |
| Xponance, Inc. | 106,724 | $1.87M | 0.02% | +527+0.5% | Added |
| CWM, LLC | 105,179 | $1.85M | 0.01% | +90,981+640.8% | Added |
| The PNC Financial Services Group, Inc. | 102,126 | $1.79M | 0.00% | +14,098+16.0% | Added |
| ARGA Investment Management, LP | 99,080 | $1.74M | 0.06% | +277+0.3% | Added |
| Retirement Systems of Alabama | 98,445 | $1.73M | 0.01% | −784−0.8% | Reduced |
| HRT Financial LP | 98,159 | $1.72M | 0.01% | −56,483−36.5% | Reduced |
| Ensign Peak Advisors, Inc | 98,025 | $1.72M | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 97,961 | $1.72M | 0.01% | −845−0.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 97,593 | $1.71M | 0.01% | +7,400+8.2% | Added |
| Commonwealth Equity Services, LLC | 97,572 | $1.71M | 0.00% | −133,558−57.8% | Reduced |
| Arizona State Retirement System | 97,144 | $1.71M | 0.01% | +2,746+2.9% | Added |
| Baird Financial Group, Inc. | 95,838 | $1.68M | 0.00% | −360−0.4% | Reduced |
| Venture Visionary Partners LLC | 95,423 | $1.68M | 0.07% | +3,949+4.3% | Added |
| Campbell & CO Investment Adviser LLC | 95,412 | $1.68M | 0.12% | +60,687+174.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 94,512 | $1.66M | 0.10% | −37,977−28.7% | Reduced |
| Pictet Asset Management Holding SA | 94,427 | $1.66M | 0.00% | +6,820+7.8% | Added |
| Highland Capital Management, LLC | 93,550 | $1.64M | 0.09% | −293−0.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 93,071 | $1.63M | 0.00% | +93,071 | New |
| Czech National Bank | 91,669 | $1.61M | 0.02% | +5,950+6.9% | Added |
| Brevan Howard Capital Management LP | 87,712 | $1.54M | 0.07% | +87,712 | New |
| Wealthfront Advisers LLC | 86,194 | $1.51M | 0.00% | −1,900−2.2% | Reduced |
| Raymond James & Associates | 86,163 | $1.51M | 0.00% | −3,447−3.8% | Reduced |
| Bessemer Group Inc | 85,671 | $1.50M | 0.00% | +465+0.5% | Added |
| UniSuper Management Pty Ltd | 85,318 | $1.50M | 0.01% | +11,528+15.6% | Added |
| Guggenheim Capital LLC | 85,291 | $1.50M | 0.01% | +10,915+14.7% | Added |
| Russell Investments Group, Ltd. | 85,290 | $1.50M | 0.00% | +13,685+19.1% | Added |
| Cetera Investment Advisers | 85,027 | $1.49M | 0.00% | +1,037+1.2% | Added |
| Cinctive Capital Management LP | 84,430 | $1.48M | 0.09% | −447,106−84.1% | Reduced |
| Amalgamated Bank | 84,119 | $1.48M | 0.01% | −35,016−29.4% | Reduced |
| TD Asset Management Inc | 83,545 | $1.47M | 0.00% | −1,247−1.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 82,603 | $1.45M | 0.00% | +70,653+591.2% | Added |
| Seven Eight Capital, LP | 82,511 | $1.45M | 0.13% | +44,015+114.3% | Added |
| First Trust Advisors LP | 82,409 | $1.45M | 0.00% | +1,863+2.3% | Added |
| Mariner, LLC | 81,596 | $1.43M | 0.00% | +18,808+30.0% | Added |
| Quantbot Technologies LP | 80,216 | $1.41M | 0.06% | −183,809−69.6% | Reduced |
| Vident Advisory, LLC | 79,793 | $1.40M | 0.04% | +64,197+411.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 78,452 | $1.38M | 0.01% | +1,020+1.3% | Added |
| Public Sector Pension Investment Board | 78,451 | $1.38M | 0.01% | +2,700+3.6% | Added |
| Handelsbanken Fonder AB | 75,800 | $1.33M | 0.01% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 73,610 | $1.29M | 0.01% | +15,645+27.0% | Added |
| Mork Capital Management, LLC | 73,400 | $1.29M | 0.92% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 72,507 | $1.27M | 0.17% | +197+0.3% | Added |
| B.O.S.S. Retirement Advisors, LLC | 72,037 | $1.26M | 0.25% | +2,416+3.5% | Added |
| Northwestern Mutual Wealth Management Co | 70,944 | $1.25M | 0.00% | +4,063+6.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 70,669 | $1.24M | 0.00% | +5,878+9.1% | Added |
| CIBC Private Wealth Group, LLC | 68,874 | $1.21M | 0.00% | +25,638+59.3% | Added |
| Aviance Capital Partners, LLC | 68,091 | $1.20M | 0.16% | +12,858+23.3% | Added |
| Yousif Capital Management, LLC | 66,992 | $1.18M | 0.01% | −1,360−2.0% | Reduced |
| Ieq Capital, LLC | 66,621 | $1.17M | 0.01% | +48,145+260.6% | Added |
| Neuberger Berman Group LLC | 66,271 | $1.16M | 0.00% | +1,163+1.8% | Added |
| Mercer Global Advisors Inc | 66,333 | $1.14M | 0.00% | +4,235+6.8% | Added |
| CIBC Asset Management Inc | 62,964 | $1.11M | 0.00% | +4,840+8.3% | Added |
| Kestra Private Wealth Services, LLC | 61,672 | $1.08M | 0.02% | −16,318−20.9% | Reduced |
| Harmony Asset Management LLC | 61,400 | $1.08M | 0.40% | +600+1.0% | Added |
| CIBC World Markets Corp | 60,941 | $1.07M | 0.01% | −1,059−1.7% | Reduced |
| New York Life Investment Management LLC | 58,588 | $1.03M | 0.01% | −1,938−3.2% | Reduced |
| Impax Asset Management Group plc | 56,500 | $992.1K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 56,214 | $987.1K | 0.00% | +31,908+131.3% | Added |
| Mutual of America Capital Management LLC | 55,415 | $973.1K | 0.01% | −1,311−2.3% | Reduced |