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; 681 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, Q4 2024
Institutional positions in Invesco Ltd. as of Dec 31, 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
- 529
- +40 vs. Q3 2024
- Shares held
- 402.9M
- +14.5M (+3.7%) vs. Q3 2024
- Total value
- $7.04B
- +$222.5M (+3.3%) vs. Q3 2024
- New holders
- 86
- 198 more added
- Sold out
- 46
- 164 more reduced
7 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 681 | $11.2B |
| Q1 2026 | 645 | $10.2B |
| Q4 2025 | 638 | $10.8B |
| Q3 2025 | 572 | $9.08B |
| Q2 2025 | 525 | $6.50B |
| Q1 2025 | 523 | $6.17B |
| Q4 2024 | 529 | $7.04B |
| Q3 2024 | 496 | $6.83B |
| Q2 2024 | 477 | $4.53B |
| Q1 2024 | 496 | $5.02B |
| Q4 2023 | 495 | $5.34B |
| Q3 2023 | 494 | $4.41B |
| Q2 2023 | 479 | $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, Q4 2024
Shares, value and share of portfolio for each institution holding Invesco Ltd.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Co | 81,332,319 | $1.42B | 79.57% | −200.0% | Reduced |
| BlackRock, Inc. | 54,958,226 | $960.7M | 0.02% | +286,180+0.5% | Added |
| Vanguard Group Inc | 51,494,654 | $900.1M | 0.02% | +419,389+0.8% | Added |
| Trian Fund Management, L.P.SuperinvestorTrian Fund Management | 23,173,442 | $405.1M | 10.44% | 00.0% | Unchanged |
| State Street Corp | 21,643,544 | $378.3M | 0.01% | +583,011+2.8% | Added |
| Dimensional Fund Advisors LP | 20,104,545 | $351.4M | 0.08% | +274,134+1.4% | Added |
| Geode Capital Management, LLC | 10,383,206 | $181.3M | 0.01% | +134,726+1.3% | Added |
| AQR Capital Management LLC | 8,145,596 | $142.4M | 0.18% | +2,264,551+38.5% | Added |
| Millennium Management LLC | 7,235,113 | $126.5M | 0.11% | −2,792,913−27.9% | Reduced |
| Alliancebernstein L.P. | 6,380,191 | $111.5M | 0.04% | +31,854+0.5% | Added |
| Northern Trust Corp | 6,361,463 | $111.2M | 0.02% | +834,581+15.1% | Added |
| Morgan Stanley | 5,965,019 | $104.3M | 0.01% | +490,428+9.0% | Added |
| Fisher Asset Management, LLC | 4,533,275 | $79.2M | 0.03% | −7,638−0.2% | Reduced |
| Charles Schwab Investment Management Inc | 4,423,332 | $77.3M | 0.01% | +111,518+2.6% | Added |
| Two Sigma Advisers, LP | 3,768,900 | $65.9M | 0.15% | +466,400+14.1% | Added |
| UBS Group AG | 3,632,451 | $63.5M | 0.01% | +2,070,823+132.6% | Added |
| Goldman Sachs Group Inc | 3,519,770 | $61.5M | 0.01% | −862,744−19.7% | Reduced |
| Deutsche Bank AG | 3,334,598 | $58.3M | 0.02% | +1,232,359+58.6% | Added |
| Norges Bank | 3,287,134 | $57.5M | 0.01% | +903,167+37.9% | Added |
| Citadel Advisors LLC | 2,871,338 | $50.2M | 0.05% | +2,307,849+409.6% | Added |
| Voloridge Investment Management, LLC | 2,713,138 | $47.4M | 0.17% | −358,338−11.7% | Reduced |
| Barclays PLC | 2,662,773 | $46.5M | 0.02% | +298,599+12.6% | Added |
| Bank of New York Mellon Corp | 2,613,488 | $45.7M | 0.01% | +113,451+4.5% | Added |
| Amundi | 2,653,259 | $45.4M | 0.02% | +1,472,178+124.6% | Added |
| Two Sigma Investments, LP | 2,333,706 | $40.8M | 0.09% | −379,405−14.0% | Reduced |
| BNP Paribas Arbitrage, SA | 2,150,910 | $37.6M | 0.03% | +733,726+51.8% | Added |
| Point72 Asset Management, L.P. | 2,041,010 | $35.7M | 0.10% | −1,174,535−36.5% | Reduced |
| CIBC Private Wealth Group, LLC | 1,711,519 | $29.3M | 0.05% | +1,642,645+2,385.0% | Added |
| Letko, Brosseau & Associates Inc | 1,609,738 | $28.1M | 0.54% | −16,350−1.0% | Reduced |
| Macquarie Group Ltd | 1,361,568 | $23.5M | 0.03% | +56,213+4.3% | Added |
| Nuveen Asset Management, LLC | 1,294,262 | $22.6M | 0.01% | +29,782+2.4% | Added |
| JPMorgan Chase & Co | 1,285,609 | $22.5M | 0.00% | +188,041+17.1% | Added |
| Squarepoint Ops LLC | 1,245,839 | $21.8M | 0.06% | −362,112−22.5% | Reduced |
| Bank of America Corp | 1,233,234 | $21.6M | 0.00% | −265,034−17.7% | Reduced |
| Swiss Life Asset Management Ltd | 1,180,076 | $20.6M | 0.15% | +959,627+435.3% | Added |
| Azora Capital LP | 1,170,658 | $20.5M | 0.92% | −383,378−24.7% | Reduced |
| Royal Bank of Canada | 1,035,657 | $18.1M | 0.00% | +691,704+201.1% | Added |
| UBS Asset Management Americas Inc | 1,033,982 | $18.1M | 0.00% | +123,826+13.6% | Added |
| Arrowstreet Capital, Limited Partnership | 991,281 | $17.3M | 0.01% | +898,210+965.1% | Added |
| Price T Rowe Associates Inc | 973,351 | $17.0M | 0.00% | +40,532+4.3% | Added |
| HSBC Holdings PLC | 929,511 | $16.2M | 0.01% | +289,258+45.2% | Added |
| Allianz Asset Management GmbH | 919,311 | $16.1M | 0.02% | +293,263+46.8% | Added |
| Man Group plc | 904,505 | $15.8M | 0.05% | +178,101+24.5% | Added |
| Pzena Investment Management LLC | 886,851 | $15.5M | 0.05% | 00.0% | Unchanged |
| AE Wealth Management LLC | 864,456 | $15.1M | 0.13% | +258,277+42.6% | Added |
| Cerity Partners LLC | 800,198 | $14.0M | 0.03% | +77,935+10.8% | Added |
| Qube Research & Technologies Ltd | 764,592 | $13.4M | 0.02% | +275,195+56.2% | Added |
| Swiss National Bank | 663,800 | $11.6M | 0.01% | +5,200+0.8% | Added |
| Canada Pension Plan Investment Board | 661,800 | $11.6M | 0.01% | +452,600+216.3% | Added |
| Legal & General Group Plc | 659,534 | $11.5M | 0.00% | +51,231+8.4% | Added |
| Rhumbline Advisers | 656,674 | $11.5M | 0.01% | −16,107−2.4% | Reduced |
| Wealthcare Capital Management LLC | 630,545 | $11.0M | 1.11% | −33,000−5.0% | Reduced |
| Channing Capital Management, LLC | 622,217 | $10.9M | 0.29% | −8,263−1.3% | Reduced |
| Trexquant Investment LP | 583,253 | $10.2M | 0.12% | −76,492−11.6% | Reduced |
| California Public Employees Retirement System | 546,535 | $9.55M | 0.01% | −82,683−13.1% | Reduced |
| National Bank of Canada | 527,651 | $9.22M | 0.01% | +292,631+124.5% | Added |
| Algert Global LLC | 508,157 | $8.88M | 0.21% | +26,887+5.6% | Added |
| Principal Financial Group Inc | 504,259 | $8.81M | 0.00% | −7,591−1.5% | Reduced |
| FMR LLC | 490,425 | $8.57M | 0.00% | −14,201−2.8% | Reduced |
| Ieq Capital, LLC | 490,242 | $8.57M | 0.08% | +423,621+635.9% | Added |
| Olstein Capital Management, L.P. | 470,000 | $8.22M | 1.45% | −21,996−4.5% | Reduced |
| State Board of Administration of Florida Retirement System | 452,094 | $7.90M | 0.02% | 00.0% | Unchanged |
| Bank of Montreal | 437,294 | $7.64M | 0.00% | +52,238+13.6% | Added |
| Natixis | 432,310 | $7.56M | 0.05% | −213,150−33.0% | Reduced |
| Toronto Dominion Bank | 430,851 | $7.53M | 0.01% | +265,289+160.2% | Added |
| La Banque Postale Asset Management SA | 413,118 | $7.22M | 0.10% | +413,118 | New |
| Ameriprise Financial Inc | 391,285 | $6.84M | 0.00% | +9,018+2.4% | Added |
| Bank of Nova Scotia | 390,676 | $6.83M | 0.01% | −268,002−40.7% | Reduced |
| State of Tennessee, Treasury Department | 378,246 | $6.61M | 0.02% | +71,380+23.3% | Added |
| New York State Teachers Retirement System | 373,626 | $6.53M | 0.01% | −44,757−10.7% | Reduced |
| Wesleyan Assurance Society | 372,873 | $6.52M | 0.50% | −31,364−7.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 334,951 | $5.95M | 0.01% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 329,412 | $5.76M | 0.04% | +289,924+734.2% | Added |
| Susquehanna Fundamental Investments, LLC | 328,646 | $5.74M | 0.10% | +328,646 | New |
| Cacti Asset Management LLC | 326,281 | $5.70M | 0.44% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 325,430 | $5.69M | 0.06% | +79,898+32.5% | Added |
| Tudor Investment Corp Et Al | 322,781 | $5.64M | 0.06% | +126,497+64.4% | Added |
| Manufacturers Life Insurance Company, The | 322,520 | $5.64M | 0.00% | +6,016+1.9% | Added |
| Live Oak Private Wealth LLC | 320,171 | $5.60M | 0.94% | −4,313−1.3% | Reduced |
| Vontobel Holding Ltd. | 319,650 | $5.59M | 0.02% | +41,254+14.8% | Added |
| California State Teachers Retirement System | 317,762 | $5.55M | 0.01% | −9,027−2.8% | Reduced |
| Nomura Holdings Inc | 315,605 | $5.52M | 0.03% | −107,969−25.5% | Reduced |
| South Dakota Investment Council | 295,113 | $5.16M | 0.10% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 281,427 | $4.92M | 0.01% | +226,902+416.1% | Added |
| Susquehanna International Group, LLP | 267,159 | $4.67M | 0.01% | −175,606−39.7% | Reduced |
| Engineers Gate Manager LP | 263,245 | $4.60M | 0.08% | +4,884+1.9% | Added |
| Robeco Institutional Asset Management B.V. | 261,544 | $4.57M | 0.01% | 00.0% | Unchanged |
| Gifford Fong Associates | 255,393 | $4.46M | 1.10% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 254,355 | $4.45M | 1.09% | −512−0.2% | Reduced |
| American Financial Group Inc | 245,000 | $4.28M | 1.95% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 235,846 | $4.12M | 0.01% | −5,425−2.2% | Reduced |
| New York State Common Retirement Fund | 231,990 | $4.06M | 0.01% | −11,300−4.6% | Reduced |
| Citigroup Inc | 227,069 | $3.97M | 0.00% | −50,583−18.2% | Reduced |
| Mubadala Investment Co PJSC | 220,445 | $3.85M | 0.02% | +220,445 | New |
| Thrivent Financial for Lutherans | 208,711 | $3.65M | 0.01% | −59,378−22.1% | Reduced |
| Verition Fund Management LLC | 207,401 | $3.63M | 0.02% | +158,163+321.2% | Added |
| Valueworks LLC | 207,391 | $3.63M | 1.21% | −39,838−16.1% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 203,111 | $3.55M | 0.01% | +6,566+3.3% | Added |
| SEI Investments Co | 202,387 | $3.54M | 0.00% | −72,297−26.3% | Reduced |
| Jain Global LLC | 194,788 | $3.40M | 0.10% | +194,788 | New |