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 |
|---|---|---|---|---|---|
| Mackenzie Financial Corp | 54,525 | $957.5K | 0.00% | −3,122−5.4% | Reduced |
| Gold Investment Management Ltd. | 53,581 | $941.4K | 0.39% | +1,644+3.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 53,493 | $939.3K | 0.04% | −1,444−2.6% | Reduced |
| Rothschild Investment LLC | 53,070 | $931.9K | 0.06% | −460−0.9% | Reduced |
| Econ Financial Services Corp | 52,317 | $918.7K | 0.51% | +52,317 | New |
| State of Alaska, Department of Revenue | 52,316 | $918.0K | 0.01% | +3,545+7.3% | Added |
| Vinva Investment Management Ltd | 35,321 | $898.9K | 0.04% | +9,078+34.6% | Added |
| Versor Investments LP | 50,200 | $881.5K | 0.14% | +50,200 | New |
| Kestra Advisory Services, LLC | 50,042 | $878.7K | 0.00% | −1,689−3.3% | Reduced |
| Verition Fund Management LLC | 49,238 | $864.6K | 0.01% | +22,377+83.3% | Added |
| Gsa Capital Partners LLP | 48,566 | $853.0K | 0.06% | +48,566 | New |
| JustInvest LLC | 48,571 | $852.9K | 0.01% | +4,673+10.6% | Added |
| Janney Montgomery Scott LLC | 48,200 | $846.0K | 0.00% | −43,400−47.4% | Reduced |
| Jane Street Group, LLC | 48,141 | $845.4K | 0.00% | −980,632−95.3% | Reduced |
| D.A. Davidson & Co. | 46,030 | $808.3K | 0.01% | −2,560−5.3% | Reduced |
| XTX Topco Ltd | 45,706 | $802.6K | 0.06% | +2,476+5.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 45,346 | $796.3K | 0.00% | −949−2.0% | Reduced |
| GTS Securities LLC | 45,340 | $796.2K | 0.02% | +29,324+183.1% | Added |
| Jones Financial Companies LLLP | 44,905 | $792.0K | 0.00% | +26,753+147.4% | Added |
| Pallas Capital Advisors LLC | 43,934 | $774.1K | 0.03% | +43,934 | New |
| Strategic Advisors LLC | 43,000 | $755.1K | 0.14% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 42,551 | $747.2K | 0.00% | −8,002−15.8% | Reduced |
| Lecap Asset Management Ltd | 41,293 | $725.1K | 0.16% | +41,293 | New |
| Elevated Capital Advisors, LLC | 40,588 | $712.7K | 0.19% | −1,187−2.8% | Reduced |
| Sanctuary Advisors, LLC | 39,784 | $705.8K | 0.00% | +28,584+255.2% | Added |
| Quantitative Investment Management, LLC | 39,537 | $694.0K | 0.07% | +39,537 | New |
| Schonfeld Strategic Advisors LLC | 39,488 | $693.4K | 0.01% | −130,696−76.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 38,290 | $678.9K | 0.01% | +4,197+12.3% | Added |
| Oregon Public Employees Retirement Fund | 38,481 | $675.7K | 0.01% | −190−0.5% | Reduced |
| Marshall Wace, LLP | 38,364 | $673.7K | 0.00% | −1,182,823−96.9% | Reduced |
| Scientech Research LLC | 38,178 | $670.4K | 0.13% | +6,609+20.9% | Added |
| Edgestream Partners, L.P. | 37,348 | $655.8K | 0.03% | +37,348 | New |
| Stratos Wealth Partners, LTD. | 37,089 | $651.3K | 0.01% | +19,352+109.1% | Added |
| Wealthcare Advisory Partners LLC | 35,138 | $617.0K | 0.02% | −1,851−5.0% | Reduced |
| State of Wisconsin Investment Board | 34,741 | $610.1K | 0.00% | −994−2.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 34,576 | $609.9K | 0.00% | +14,844+75.2% | Added |
| Crossmark Global Holdings, Inc. | 34,324 | $603.0K | 0.01% | +282+0.8% | Added |
| Centiva Capital, LP | 34,016 | $597.3K | 0.03% | −38,088−52.8% | Reduced |
| Creative Planning | 33,949 | $596.1K | 0.00% | +394+1.2% | Added |
| Standard Life Aberdeen plc | 34,080 | $595.2K | 0.00% | +3,529+11.6% | Added |
| Two Sigma Securities, LLC | 33,638 | $590.7K | 0.05% | +17,930+114.1% | Added |
| Pacer Advisors, Inc. | 33,584 | $589.7K | 0.00% | +1,379+4.3% | Added |
| Wolverine Trading, LLC | 33,035 | $582.7K | 0.02% | +14,505+78.3% | Added |
| Mather Group, LLC. | 32,612 | $572.7K | 0.01% | +6,611+25.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 32,458 | $570.0K | 0.00% | +3,926+13.8% | Added |
| Retirement Planning Co of New England, Inc. | 32,072 | $563.2K | 0.28% | +1,875+6.2% | Added |
| Public Employees Retirement Association of Colorado | 31,913 | $560.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 31,725 | $557.1K | 0.12% | +225+0.7% | Added |
| Teachers Retirement System of the State of Kentucky | 31,471 | $553.0K | 0.00% | −3,121−9.0% | Reduced |
| Kentucky Retirement Systems | 31,349 | $550.5K | 0.02% | −2,549−7.5% | Reduced |
| Private Advisor Group, LLC | 29,781 | $522.9K | 0.00% | +94+0.3% | Added |
| Fox Run Management, L.L.C. | 29,325 | $514.9K | 0.11% | −20,122−40.7% | Reduced |
| Mizuho Securities USA LLC | 29,180 | $512.4K | 0.01% | −5,505−15.9% | Reduced |
| Stock Yards Bank & Trust Co | 28,082 | $493.1K | 0.02% | −675−2.3% | Reduced |
| Hartford Investment Management Co | 27,965 | $491.1K | 0.02% | −327−1.2% | Reduced |
| NorthCrest Asset Manangement, LLC | 27,948 | $490.8K | 0.01% | +7,898+39.4% | Added |
| Teza Capital Management LLC | 27,728 | $486.9K | 0.05% | +12,658+84.0% | Added |
| Tennessee Valley Asset Management Partners | 27,204 | $477.7K | 0.08% | −3,878−12.5% | Reduced |
| Equitable Holdings, Inc. | 26,780 | $470.3K | 0.00% | −319−1.2% | Reduced |
| Twin Capital Management Inc | 26,351 | $462.7K | 0.05% | +26,351 | New |
| MML Investors Services, LLC | 25,868 | $454.0K | 0.00% | +4,620+21.7% | Added |
| Wright Investors Service Inc | 25,739 | $452.0K | 0.12% | −10,314−28.6% | Reduced |
| Louisiana State Employees Retirement System | 25,300 | $444.3K | 0.01% | −200−0.8% | Reduced |
| Securian Asset Management, Inc | 24,888 | $437.0K | 0.01% | −977−3.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 24,843 | $436.0K | 0.00% | +8,449+51.5% | Added |
| KBC Group NV | 24,714 | $434.0K | 0.00% | +3,014+13.9% | Added |
| Morningstar Investment Services LLC | 24,072 | $425.0K | 0.00% | +675+2.9% | Added |
| Toroso Investments, LLC | 23,532 | $413.2K | 0.00% | −27,508−53.9% | Reduced |
| Veriti Management LLC | 23,340 | $409.9K | 0.02% | −768−3.2% | Reduced |
| Numerai GP LLC | 23,339 | $409.8K | 0.11% | −3,449−12.9% | Reduced |
| Point72 (DIFC) Ltd | 23,085 | $405.4K | 0.03% | −43,673−65.4% | Reduced |
| Entropy Technologies, LP | 22,800 | $400.4K | 0.04% | +22,800 | New |
| Rathbone Brothers plc | 22,542 | $395.8K | 0.00% | −1,600−6.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 22,367 | $392.8K | 0.00% | +941+4.4% | Added |
| Allspring Global Investments Holdings, LLC | 22,366 | $392.7K | 0.00% | −9,904−30.7% | Reduced |
| Unique Wealth Strategies, LLC | 22,070 | $387.5K | 0.17% | +22,010+36,683.3% | Added |
| New Mexico Educational Retirement Board | 22,014 | $387.0K | 0.01% | −600−2.7% | Reduced |
| SG Americas Securities, LLC | 21,697 | $381.0K | 0.00% | −88,042−80.2% | Reduced |
| Farther Finance Advisors, LLC | 21,518 | $377.9K | 0.01% | +179+0.8% | Added |
| Glenmede Trust Co NA | 21,046 | $369.6K | 0.00% | +359+1.7% | Added |
| Colony Group, LLC | 20,943 | $367.8K | 0.00% | +20,943 | New |
| Maryland State Retirement & Pension System | 20,871 | $366.5K | 0.01% | −7,867−27.4% | Reduced |
| Daiwa Securities Group Inc. | 20,756 | $364.0K | 0.00% | +2,669+14.8% | Added |
| Tower Research Capital LLC (TRC) | 20,659 | $362.8K | 0.01% | −17,097−45.3% | Reduced |
| Signaturefd, LLC | 20,311 | $356.7K | 0.01% | −7,671−27.4% | Reduced |
| MBB Public Markets I LLC | 20,160 | $354.0K | 0.03% | +20,160 | New |
| Utah Retirement Systems | 20,000 | $351.2K | 0.00% | −40,778−67.1% | Reduced |
| NEOS Investment Management LLC | 19,985 | $350.9K | 0.01% | +4,060+25.5% | Added |
| Element Wealth, LLC | 19,667 | $345.4K | 0.18% | +95+0.5% | Added |
| Quadrature Capital Ltd | 19,494 | $342.4K | 0.01% | −88,114−81.9% | Reduced |
| Centennial Wealth Advisory LLC | 19,095 | $335.3K | 0.13% | +816+4.5% | Added |
| Paragon Capital Management Ltd | 18,960 | $332.9K | 0.07% | +231+1.2% | Added |
| Capstone Investment Advisors, LLC | 18,613 | $326.8K | 0.01% | +7,847+72.9% | Added |
| Norinchukin Bank, The | 18,556 | $325.8K | 0.01% | +2,754+17.4% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 18,537 | $325.5K | 0.06% | +12,147+190.1% | Added |
| Ethic Inc. | 19,345 | $320.9K | 0.01% | −1,992−9.3% | Reduced |
| Advisors Asset Management, Inc. | 18,066 | $317.2K | 0.01% | +6,843+61.0% | Added |
| EPG Wealth Management LLC | 18,051 | $317.0K | 0.08% | +18,051 | Added |
| NBC Securities, Inc. | 17,745 | $311.0K | 0.03% | 00.0% | Unchanged |
| Fifth Third Bancorp | 17,677 | $310.4K | 0.00% | +1,055+6.3% | Added |