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 |
|---|---|---|---|---|---|
| MAI Capital Management | 17,676 | $310.4K | 0.00% | −940−5.0% | Reduced |
| Cornercap Investment Counsel Inc | 16,755 | $294.2K | 0.09% | −20,699−55.3% | Reduced |
| Qsemble Capital Management, LP | 16,431 | $288.5K | 0.05% | −35,922−68.6% | Reduced |
| Wedmont Private Capital | 16,314 | $287.5K | 0.02% | +2,178+15.4% | Added |
| GAMMA Investing LLC | 16,197 | $284.4K | 0.03% | +1,393+9.4% | Added |
| Claro Advisors LLC | 16,136 | $283.3K | 0.04% | +16,136 | New |
| Jacobs Levy Equity Management, Inc | 16,129 | $283.2K | 0.00% | +16,129 | New |
| Beacon Investment Advisory Services, Inc. | 16,087 | $282.5K | 0.01% | 00.0% | Unchanged |
| International Private Wealth Advisors LLC | 16,075 | $282.3K | 0.41% | −876−5.2% | Reduced |
| Capital Fund Management S.A. | 15,813 | $277.7K | 0.00% | −106,322−87.1% | Reduced |
| US Bancorp | 15,462 | $271.5K | 0.00% | −244−1.6% | Reduced |
| Apollon Wealth Management, LLC | 15,458 | $271.4K | 0.01% | +15,458 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 15,366 | $269.8K | 0.00% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 15,175 | $266.5K | 0.04% | 00.0% | Unchanged |
| LGT Group Foundation | 14,635 | $260.2K | 0.00% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 14,568 | $255.8K | 0.02% | +14,568 | New |
| iA Global Asset Management Inc. | 14,510 | $255.0K | 0.00% | +14,510 | New |
| V-Square Quantitative Management LLC | 14,392 | $252.7K | 0.04% | 00.0% | Unchanged |
| Greenleaf Trust | 14,353 | $252.0K | 0.00% | −205−1.4% | Reduced |
| HighTower Advisors, LLC | 14,339 | $252.0K | 0.00% | −1,313−8.4% | Reduced |
| M&T Bank Corp | 14,208 | $249.5K | 0.00% | −674−4.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 14,149 | $248.5K | 0.00% | +1,167+9.0% | Added |
| Sterling Capital Management LLC | 13,930 | $244.6K | 0.00% | +13,930 | New |
| Stonebridge Capital Advisors LLC | 13,755 | $241.5K | 0.02% | +130+1.0% | Added |
| CSS LLC | 13,607 | $238.9K | 0.01% | −2,000−12.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 13,323 | $234.0K | 0.02% | −1,186−8.2% | Reduced |
| Keystone Financial Group | 13,005 | $228.4K | 0.03% | +52+0.4% | Added |
| United Capital Financial Advisers, LLC | 12,956 | $227.5K | 0.00% | +88+0.7% | Added |
| Oxford Financial Group Ltd | 12,942 | $227.3K | 0.01% | −188−1.4% | Reduced |
| Nomura Asset Management Co Ltd | 12,888 | $226.3K | 0.00% | +1,665+14.8% | Added |
| Dorsey & Whitney Trust CO LLC | 12,865 | $225.9K | 0.01% | +49+0.4% | Added |
| United Services Automobile Association | 12,727 | $223.5K | 0.01% | −2,314−15.4% | Reduced |
| Envestnet Asset Management Inc | 12,715 | $223.3K | 0.00% | +533+4.4% | Added |
| Dark Forest Capital Management LP | 12,456 | $218.7K | 0.03% | +12,456 | New |
| Leonteq Securities AG | 12,164 | $213.6K | 0.03% | −157−1.3% | Reduced |
| Moors & Cabot, Inc. | 12,108 | $212.6K | 0.01% | +432+3.7% | Added |
| Novare Capital Management LLC | 12,000 | $210.7K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 11,645 | $204.5K | 0.01% | −78−0.7% | Reduced |
| Commerce Bank | 11,593 | $203.6K | 0.00% | −50−0.4% | Reduced |
| Shell Asset Management Co | 11,535 | $203.0K | 0.01% | +11,535 | New |
| Perigon Wealth Management, LLC | 11,363 | $199.5K | 0.01% | +467+4.3% | Added |
| Magnetar Financial LLC | 11,335 | $199.0K | 0.00% | +11,335 | New |
| Iron Financial, LLC | 11,238 | $197.3K | 0.11% | −1,003−8.2% | Reduced |
| Burney Co | 10,939 | $192.1K | 0.01% | −3,237−22.8% | Reduced |
| Coldstream Capital Management Inc | 10,810 | $189.9K | 0.00% | +427+4.1% | Added |
| Meridian Wealth Advisors, LLC | 10,798 | $189.6K | 0.03% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 10,578 | $185.7K | 0.00% | +10,578 | New |
| Avantax Advisory Services, Inc. | 10,423 | $183.0K | 0.00% | +10,423 | New |
| Investors Asset Management of Georgia Inc | 10,337 | $181.5K | 0.09% | +14+0.1% | Added |
| DGS Capital Management, LLC | 10,038 | $176.3K | 0.05% | −3,667−26.8% | Reduced |
| DekaBank Deutsche Girozentrale | 9,528 | $167.0K | 0.00% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 8,590 | $150.8K | 0.00% | +1,710+24.9% | Added |
| Danske Bank A/S | 8,500 | $149.3K | 0.00% | +8,500 | New |
| Caldwell Trust Co | 8,015 | $140.7K | 0.01% | −3,050−27.6% | Reduced |
| Hoertkorn Richard Charles | 7,667 | $134.6K | 0.06% | −666−8.0% | Reduced |
| Capital Performance Advisors LLP | 7,473 | $131.2K | 0.04% | +7,473 | New |
| Exchange Traded Concepts, LLC | 6,390 | $112.2K | 0.00% | +5,993+1,509.6% | Added |
| MCF Advisors LLC | 6,317 | $110.9K | 0.01% | +7+0.1% | Added |
| Credit Agricole S A | 6,273 | $110.2K | 0.00% | −37,413−85.6% | Reduced |
| Horizon Investments, LLC | 6,132 | $107.7K | 0.00% | −2,792−31.3% | Reduced |
| Ronald Blue Trust, Inc. | 6,783 | $101.5K | 0.00% | +5,950+714.3% | Added |
| Skopos Labs, Inc. | 5,455 | $95.8K | 0.03% | +5,455 | New |
| Headlands Technologies LLC | 5,288 | $92.9K | 0.01% | −20,304−79.3% | Reduced |
| Walleye Capital LLC | 5,225 | $91.8K | 0.00% | −46,055−89.8% | Reduced |
| Ameritas Investment Partners, Inc. | 4,888 | $85.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 4,594 | $81.0K | 0.05% | −1,010−18.0% | Reduced |
| True Wealth Design, LLC | 4,382 | $76.9K | 0.03% | +4,382 | New |
| Truvestments Capital LLC | 4,309 | $75.7K | 0.02% | +4,309 | New |
| Quent Capital, LLC | 4,306 | $75.6K | 0.01% | −647−13.1% | Reduced |
| United Community Bank | 4,181 | $73.4K | 0.03% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 3,691 | $64.8K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,258 | $57.2K | 0.00% | −23−0.7% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4,095 | $50.3K | 0.01% | +3+0.1% | Added |
| Catalyst Funds Management Pty Ltd | 2,800 | $49.2K | 0.01% | +2,800 | New |
| Silvant Capital Management LLC | 2,649 | $46.5K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 2,591 | $45.5K | 0.00% | +1,049+68.0% | Added |
| Caption Management, LLC | 2,579 | $45.3K | 0.00% | −75,621−96.7% | Reduced |
| GeoWealth Management, LLC | 2,555 | $44.9K | 0.00% | +2,555 | New |
| Capital Analysts, LLC | 2,483 | $44.0K | 0.00% | +141+6.0% | Added |
| Resona Asset Management Co.,Ltd. | 2,441 | $43.1K | 0.00% | +481+24.5% | Added |
| HHM Wealth Advisors, LLC | 2,400 | $42.1K | 0.01% | −1,700−41.5% | Reduced |
| Allworth Financial LP | 2,400 | $42.1K | 0.00% | +1,806+304.0% | Added |
| Sentry Investment Management LLC | 2,036 | $36.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 2,000 | $35.1K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,985 | $34.9K | 0.00% | +1,985 | New |
| Kovitz Investment Group Partners, LLC | 15,211 | $33.4K | 0.00% | +15,211 | New |
| Deseret Mutual Benefit Administrators | 1,824 | $32.0K | 0.02% | +303+19.9% | Added |
| Manchester Capital Management LLC | 1,729 | $30.4K | 0.00% | +502+40.9% | Added |
| Asset Dedication, LLC | 1,700 | $29.9K | 0.00% | −200−10.5% | Reduced |
| Gables Capital Management Inc. | 1,634 | $28.7K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,601 | $28.1K | 0.00% | −709−30.7% | Reduced |
| Optimum Investment Advisors | 1,600 | $28.1K | 0.01% | −1,900−54.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,550 | $27.2K | 0.00% | +1,285+484.9% | Added |
| Whittier Trust Co | 1,545 | $27.1K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,490 | $26.2K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 1,473 | $25.9K | 0.00% | +1,473 | New |
| Private Trust Co NA | 1,353 | $23.8K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,257 | $22.1K | 0.00% | +11+0.9% | Added |
| Ci Investments Inc. | 1,170 | $21.0K | 0.00% | +564+93.1% | Added |
| Elequin Capital LP | 1,153 | $20.2K | 0.00% | +1,153 | New |