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 |
|---|---|---|---|---|---|
| Central Trust Co | 1,123 | $19.7K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 1,123 | $19.7K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,041 | $18.3K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,032 | $18.1K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,023 | $18.0K | 0.00% | +32+3.2% | Added |
| Cromwell Holdings LLC | 1,001 | $17.6K | 0.01% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 1,000 | $17.6K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,000 | $17.2K | 0.00% | −183−15.5% | Reduced |
| Rosenberg Matthew Hamilton | 950 | $16.7K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 918 | $16.1K | 0.00% | +336+57.7% | Added |
| Smartleaf Asset Management LLC | 858 | $15.1K | 0.00% | +120+16.3% | Added |
| Aster Capital Management (DIFC) Ltd | 848 | $14.9K | 0.00% | +848 | New |
| Hexagon Capital Partners LLC | 822 | $14.4K | 0.00% | +629+325.9% | Added |
| Federated Hermes, Inc. | 795 | $14.0K | 0.00% | +122+18.1% | Added |
| CoreCap Advisors, LLC | 774 | $13.6K | 0.00% | +258+50.0% | Added |
| Northwest Investment Counselors, LLC | 757 | $13.3K | 0.00% | +757 | New |
| Salem Investment Counselors Inc | 750 | $13.2K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 734 | $12.9K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 726 | $12.7K | 0.00% | +35+5.1% | Added |
| Parkside Financial Bank & Trust | 722 | $12.7K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 671 | $11.8K | 0.00% | +203+43.4% | Added |
| Continuum Advisory, LLC | 648 | $11.5K | 0.00% | +5+0.8% | Added |
| Huntington National Bank | 653 | $11.5K | 0.00% | −11−1.7% | Reduced |
| Global X Japan Co., Ltd. | 633 | $11.1K | 0.00% | +633 | New |
| Steward Partners Investment Advisory, LLC | 610 | $10.7K | 0.00% | −82−11.8% | Reduced |
| Venturi Wealth Management, LLC | 602 | $10.6K | 0.00% | +86+16.7% | Added |
| FinTrust Capital Advisors, LLC | 555 | $9.75K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 544 | $9.55K | 0.00% | +189+53.2% | Added |
| Bell Investment Advisors, Inc | 479 | $8.41K | 0.00% | −36−7.0% | Reduced |
| Avion Wealth | 500 | $8.00K | 0.00% | +500 | New |
| Red Tortoise LLC | 446 | $7.83K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 433 | $7.60K | 0.00% | +6+1.4% | Added |
| Ashton Thomas Securities, LLC | 415 | $7.29K | 0.00% | +415 | New |
| Fortitude Family Office, LLC | 407 | $7.15K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 344 | $6.04K | 0.00% | +32+10.3% | Added |
| First Horizon Advisors, Inc. | 335 | $5.90K | 0.00% | −20−5.6% | Reduced |
| Peterson Financial Group, Inc. | 321 | $5.63K | 0.02% | +321 | New |
| Cape Investment Advisory, Inc. | 294 | $5.16K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 288 | $5.06K | 0.00% | −950−76.7% | Reduced |
| Ossiam | 279 | $4.90K | 0.00% | +279 | New |
| Boyd Watterson Asset Management LLC | 267 | $4.69K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 266 | $4.67K | 0.00% | +266 | New |
| Cornerstone Planning Group LLC | 247 | $4.43K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 251 | $4.41K | 0.00% | +32+14.6% | Added |
| Farmers & Merchants Investments Inc | 247 | $4.34K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 255 | $4.00K | 0.00% | +255 | New |
| Eukles Asset Management | 200 | $3.51K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 179 | $3.14K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 177 | $3.11K | 0.00% | +22+14.2% | Added |
| GWM Advisors LLC | 174 | $3.06K | 0.00% | +1+0.6% | Added |
| Jackson, Grant Investment Advisers, Inc. | 171 | $3.00K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 161 | $2.83K | 0.00% | +161 | New |
| Creative Financial Designs Inc | 152 | $2.67K | 0.00% | −830−84.5% | Reduced |
| Brown Brothers Harriman & Co | 122 | $2.14K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 118 | $2.07K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 115 | $2.02K | 0.00% | −4−3.4% | Reduced |
| GW&K Investment Management, LLC | 126 | $2.00K | 0.00% | +33+35.5% | Added |
| FSA Wealth Management LLC | 112 | $1.97K | 0.00% | +112 | New |
| SJS Investment Consulting Inc. | 101 | $1.77K | 0.00% | +6+6.3% | Added |
| AdvisorNet Financial, Inc | 101 | $1.77K | 0.00% | +75+288.5% | Added |
| Spire Wealth Management | 98 | $1.72K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 97 | $1.70K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 94 | $1.65K | 0.00% | +23+32.4% | Added |
| DiNuzzo Private Wealth, Inc. | 91 | $1.60K | 0.00% | +3+3.4% | Added |
| Coppell Advisory Solutions LLC | 86 | $1.52K | 0.00% | +43+100.0% | Added |
| CVA Family Office, LLC | 86 | $1.51K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 80 | $1.40K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 77 | $1.35K | 0.00% | +77 | New |
| Zions Bancorporation, N.A. | 64 | $1.12K | 0.00% | −141−68.8% | Reduced |
| Tidemark, LLC | 55 | $966 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 53 | $935 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 51 | $896 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 51 | $896 | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 50 | $878 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 45 | $791 | 0.00% | +45 | New |
| Sound Income Strategies, LLC | 45 | $790 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 43 | $755 | 0.00% | −21−32.8% | Reduced |
| Dunhill Financial, LLC | 41 | $722 | 0.00% | +1+2.5% | Added |
| Raffa Wealth Management, LLC | 34 | $597 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 27 | $474 | 0.00% | +27 | New |
| Plante Moran Financial Advisors, LLC | 26 | $457 | 0.00% | +26 | New |
| Proequities, Inc. | 26 | $456 | 0.00% | −227−89.7% | Reduced |
| Heritage Wealth Advisors | 24 | $421 | 0.00% | +24 | New |
| Clearstead Advisors, LLC | 10 | $176 | 0.00% | +10 | New |
| Chesapeake Asset Management LLC | 10 | $175 | 0.00% | +10 | New |
| WestEnd Advisors, LLC | 9 | $158 | 0.00% | +1+12.5% | Added |
| SOA Wealth Advisors, LLC. | 7 | $121 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3 | $53 | 0.00% | +3 | New |
| West Branch Capital LLC | 3 | $53 | 0.00% | +3 | New |
| Rakuten Securities, Inc. | 3 | $53 | 0.00% | +3 | New |
| Mendota Financial Group, LLC | 2 | $36 | 0.00% | +2 | New |
| BDF-Gestion | 30,215 | – | – | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 18,869 | – | – | +18,869 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −1,492,565−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −524,200−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −407,503−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −93,612−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −64,317−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −63,405−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −55,078−100.0% | Sold out |