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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.

Q4 2024 vs. Q3 2024

How the institutions holding Invesco Ltd. changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of IVZ: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders4937526+40
Shares389.1M641.4K402.9M+14.5M (+3.7%)
Value$6.83B$11.3M$7.04B+$222.5M (+3.3%)

7 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (86)

Institutions that held Invesco Ltd. at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to IVZ in Q4 2024
InstitutionSharesValue% of portfolio
La Banque Postale Asset Management SA413,118$7.22M0.10%
Susquehanna Fundamental Investments, LLC328,646$5.74M0.10%
Mubadala Investment Co PJSC220,445$3.85M0.02%
Jain Global LLC194,788$3.40M0.10%
Universal- Beteiligungs- und Servicegesellschaft mbH188,594$3.30M0.01%
Prana Capital Management, LP169,367$2.96M0.14%
Police & Firemen's Retirement System of New Jersey132,206$2.31M0.02%
Healthcare of Ontario Pension Plan Trust Fund125,300$2.19M0.00%
Raymond James Financial Inc113,188$1.98M0.00%
Aquatic Capital Management LLC105,019$1.84M0.05%
AXA S.A.91,219$1.59M0.00%
Bridgewater Associates, LP88,703$1.55M0.01%
Kiker Wealth Management, LLC80,637$1.41M1.14%
Walleye Trading LLC74,356$1.30M0.03%
KLP Kapitalforvaltning AS69,400$1.21M0.01%
Carrera Capital Advisors68,712$1.20M0.28%
PEAK6 LLC52,461$917.0K0.04%
Crestline Management, LP51,071$892.7K0.03%
Group One Trading, L.P.50,409$881.1K0.03%
Hancock Whitney Corp48,425$846.5K0.03%
ISAM Funds (UK) Ltd43,439$759.3K0.57%
Los Angeles Capital Management LLC38,439$671.9K0.00%
IMC-Chicago, LLC38,009$664.4K0.02%
Merit Financial Group, LLC37,281$651.7K0.01%
Aigen Investment Management, LP37,009$646.9K0.11%
Harvest Fund Management Co., Ltd34,363$601.0K0.03%
Sciencast Management LP33,873$592.1K0.16%
Vestcor Inc32,000$559.0K0.02%
Twinbeech Capital LP30,032$525.0K0.01%
Woodline Partners LP26,991$471.8K0.00%
Connor, Clark & Lunn Investment Management Ltd.24,267$424.2K0.00%
Petrus Trust Company, LTA24,213$423.2K0.04%
Skandinaviska Enskilda Banken AB (publ)21,800$381.1K0.00%
ING Groep NV20,313$355.1K0.00%
Frank, Rimerman Advisors LLC20,231$353.6K0.03%
Bridgefront Capital, LLC18,283$319.6K0.11%
Chicago Partners Investment Group LLC17,315$296.4K0.01%
Forum Financial Management, LP16,481$288.1K0.00%
Moore Capital Management, LP14,278$249.6K0.00%
Holcombe Financial, Inc.14,080$246.1K0.20%
Buckingham Strategic Partners13,677$239.1K0.00%
Keebeck Alpha, LP13,560$237.0K0.25%
TownSquare Capital, LLC13,375$233.8K0.00%
Everence Capital Management Inc13,310$233.0K0.02%
Generali Asset Management SPA SGR12,672$221.5K0.01%
LifeWealth Investments, LLC12,318$215.3K0.14%
Natixis Advisors, L.P.12,234$214.0K0.00%
Sym Financial Corp12,029$210.3K0.03%
Prelude Capital Management, LLC11,020$192.6K0.02%
CX Institutional10,802$188.8K0.01%
Panagora Asset Management Inc10,110$176.7K0.00%
Poinciana Advisors Group, LLC10,001$174.8K0.18%
R Squared Ltd9,320$162.9K0.16%
Point72 Hong Kong Ltd7,598$132.8K0.01%
SBI Securities Co., Ltd.7,011$122.6K0.00%
MUFG Securities Americas Inc.6,634$116.0K0.01%
Evelyn Partners Investment Management LLP3,612$63.1K0.00%
Caitong International Asset Management Co., Ltd2,741$47.9K0.05%
Crews Bank & Trust2,525$44.1K0.01%
Colonial Trust Co2,171$37.9K0.01%
Penserra Capital Management LLC1,137$19.0K0.00%
Quest 10 Wealth Builders, Inc.705$12.3K0.01%
Quarry LP669$11.7K0.00%
Dogwood Wealth Management LLC472$8.24K0.00%
Transce3nd, LLC300$5.24K0.00%
Tucker Asset Management LLC234$5.21K0.00%
Whipplewood Advisors, LLC239$4.18K0.00%
Wood Tarver Financial Group, LLC211$3.00K0.00%
BankPlus Trust Department107$1.87K0.00%
1620 Investment Advisors, Inc.80$1.40K0.00%
Cullen/Frost Bankers, Inc.69$1.21K0.00%
Sierra Ocean, LLC66$1.17K0.00%
WPG Advisers, LLC60$1.05K0.00%
BOK Financial Private Wealth, Inc.33$5770.00%
Global Financial Private Client, LLC27$4720.00%
Principia Wealth Advisory, LLC27$4720.00%
NewSquare Capital LLC23$4020.00%
Grove Bank & Trust20$3500.00%
WealthTrak Capital Management LLC20$3500.00%
Parkworth Wealth Management, Inc.19$3320.00%
Capital A Wealth Management, LLC19$3320.00%
Crewe Advisors LLC16$2800.00%
Sugar Maple Asset Management, LLC10$1750.00%
Activest Wealth Management3$520.00%
REAP Financial Group, LLC1$90.00%
Strategic Wealth Designers21,026––

Sold out (46)

Institutions that held Invesco Ltd. at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of IVZ in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Swedbank AB2,000,000$35.1M
ExodusPoint Capital Management, LP497,145$8.73M
Adage Capital Partners GP, L.L.C.364,169$6.39M
Susquehanna Portfolio Strategies, LLC349,581$6.14M
Alexander Randolph Advisory, Inc.134,115$2.36M
Brevan Howard Capital Management LP87,712$1.54M
Cinctive Capital Management LP84,430$1.48M
Seven Eight Capital, LP82,511$1.45M
Cresset Asset Management, LLC73,610$1.29M
B.O.S.S. Retirement Advisors, LLC72,037$1.26M
Gsa Capital Partners LLP48,566$853.0K
Quantitative Investment Management, LLC39,537$694.0K
Scientech Research LLC38,178$670.4K
Edgestream Partners, L.P.37,348$655.8K
Two Sigma Securities, LLC33,638$590.7K
Wright Investors Service Inc25,739$452.0K
Morningstar Investment Services LLC24,072$425.0K
Veriti Management LLC23,340$409.9K
Unique Wealth Strategies, LLC22,070$387.5K
MBB Public Markets I LLC20,160$354.0K
Quadrature Capital Ltd19,494$342.4K
Capital Fund Management S.A.15,813$277.7K
iA Global Asset Management Inc.14,510$255.0K
Dark Forest Capital Management LP12,456$218.7K
Investors Asset Management of Georgia Inc10,337$181.5K
DGS Capital Management, LLC10,038$176.3K
Walleye Capital LLC5,225$91.8K
Catalyst Funds Management Pty Ltd2,800$49.2K
Caption Management, LLC2,579$45.3K
Asset Dedication, LLC1,700$29.9K
NBT Bank N A1,473$25.9K
Sunbelt Securities, Inc.1,041$18.3K
McIlrath & Eck, LLC1,032$18.1K
Clear Investment Research, LLC1,000$17.6K
Ashton Thomas Securities, LLC415$7.29K
Ossiam279$4.90K
Eukles Asset Management200$3.51K
Tidemark, LLC55$966
Sachetta, LLC45$791
Raffa Wealth Management, LLC34$597
Claris Advisors, LLC27$474
Clearstead Advisors, LLC10$176
West Branch Capital LLC3$53
Mendota Financial Group, LLC2$36
BDF-Gestion30,215–
International Assets Investment Management, LLC18,869–

Not filed for Q4 2024 yet (7)

Institutions that held Invesco Ltd. at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IVZ in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Insight Folios Inc422,711$7.42M
PEAK6 Investments LLC108,550$1.91M
Raymond James & Associates86,163$1.51M
Raymond James Financial Services Advisors, Inc.22,367$392.8K
Northwest Investment Counselors, LLC757$13.3K
FinTrust Capital Advisors, LLC555$9.75K
Peterson Financial Group, Inc.321$5.63K