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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.

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
526
+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
163 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.

Institutional holdersQ4 2024: 526 institutions
Q1 2021: 537 institutionsQ2 2021: 563 institutionsQ3 2021: 558 institutionsQ4 2021: 568 institutionsQ1 2022: 526 institutionsQ2 2022: 521 institutionsQ3 2022: 505 institutionsQ4 2022: 510 institutionsQ1 2023: 515 institutionsQ2 2023: 478 institutionsQ3 2023: 493 institutionsQ4 2023: 493 institutionsQ1 2024: 495 institutionsQ2 2024: 476 institutionsQ3 2024: 493 institutionsQ4 2024: 526 institutionsQ1 2025: 519 institutionsQ2 2025: 521 institutionsQ3 2025: 566 institutionsQ4 2025: 631 institutionsQ1 2026: 639 institutionsQ2 2026: 674 institutions
Value heldQ4 2024: $7.04B
Q1 2021: $7.39BQ2 2021: $7.79BQ3 2021: $7.23BQ4 2021: $7.14BQ1 2022: $7.16BQ2 2022: $4.85BQ3 2022: $4.42BQ4 2022: $5.71BQ1 2023: $5.14BQ2 2023: $5.11BQ3 2023: $4.41BQ4 2023: $5.34BQ1 2024: $5.02BQ2 2024: $4.53BQ3 2024: $6.83BQ4 2024: $7.04BQ1 2025: $6.17BQ2 2025: $6.50BQ3 2025: $8.98BQ4 2025: $10.8BQ1 2026: $10.2BQ2 2026: $11.2B
Institutions holding IVZ and their total value by quarter
QuarterHoldersValue
Q2 2026674$11.2B
Q1 2026639$10.2B
Q4 2025631$10.8B
Q3 2025566$8.98B
Q2 2025521$6.50B
Q1 2025519$6.17B
Q4 2024526$7.04B
Q3 2024493$6.83B
Q2 2024476$4.53B
Q1 2024495$5.02B
Q4 2023493$5.34B
Q3 2023493$4.41B
Q2 2023478$5.11B
Q1 2023515$5.14B
Q4 2022510$5.71B
Q3 2022505$4.42B
Q2 2022521$4.85B
Q1 2022526$7.16B
Q4 2021568$7.14B
Q3 2021558$7.23B
Q2 2021563$7.79B
Q1 2021537$7.39B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Invesco Ltd.; share changes are against Q3 2024.

Institutions holding IVZ in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
REAP Financial Group, LLC1$90.00%+1New
Parallax Volatility Advisers, L.P.1$170.00%−125,656−100.0%Reduced
Larson Financial Group LLC3$520.00%00.0%Unchanged
Activest Wealth Management3$520.00%+3New
SOA Wealth Advisors, LLC.7$1220.00%00.0%Unchanged
WestEnd Advisors, LLC9$1570.00%00.0%Unchanged
Chesapeake Asset Management LLC10$1740.00%00.0%Unchanged
Rakuten Securities, Inc.10$1750.00%+7+233.3%Added
Sugar Maple Asset Management, LLC10$1750.00%+10New
Crewe Advisors LLC16$2800.00%+16New
NBC Securities, Inc.17$2980.03%−17,728−99.9%Reduced
Parkworth Wealth Management, Inc.19$3320.00%+19New
Capital A Wealth Management, LLC19$3320.00%+19New
Grove Bank & Trust20$3500.00%+20New
WealthTrak Capital Management LLC20$3500.00%+20New
NewSquare Capital LLC23$4020.00%+23New
Proequities, Inc.25$4350.00%−1−3.8%Reduced
Plante Moran Financial Advisors, LLC26$4540.00%00.0%Unchanged
Global Financial Private Client, LLC27$4720.00%+27New
Principia Wealth Advisory, LLC27$4720.00%+27New
Heritage Wealth Advisors29$5070.00%+5+20.8%Added
AdvisorNet Financial, Inc32$5590.00%−69−68.3%Reduced
BOK Financial Private Wealth, Inc.33$5770.00%+33New
Coppell Advisory Solutions LLC43$7520.00%−43−50.0%Reduced
Geneos Wealth Management Inc.43$7520.00%00.0%Unchanged
Sound Income Strategies, LLC45$7870.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC50$8740.00%00.0%Unchanged
NVWM, LLC51$8910.00%00.0%Unchanged
Carolinas Wealth Consulting LLC51$8920.00%00.0%Unchanged
Caitlin John, LLC53$9260.00%00.0%Unchanged
WPG Advisers, LLC60$1.05K0.00%+60New
Zions Bancorporation, N.A.64$1.12K0.00%00.0%Unchanged
Dunhill Financial, LLC66$1.16K0.00%+25+61.0%Added
Sierra Ocean, LLC66$1.17K0.00%+66New
Cullen/Frost Bankers, Inc.69$1.21K0.00%+69New
TFC Financial Management77$1.35K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc80$1.40K0.00%00.0%Unchanged
1620 Investment Advisors, Inc.80$1.40K0.00%+80New
CVA Family Office, LLC86$1.50K0.00%00.0%Unchanged
SJS Investment Consulting Inc.92$1.61K0.00%−9−8.9%Reduced
MV Capital Management, Inc.94$1.64K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.96$1.68K0.00%+5+5.5%Added
Trifecta Capital Advisors, LLC97$1.70K0.00%00.0%Unchanged
Spire Wealth Management98$1.71K0.00%00.0%Unchanged
BankPlus Trust Department107$1.87K0.00%+107New
FSA Wealth Management LLC112$1.96K0.00%00.0%Unchanged
GW&K Investment Management, LLC126$2.00K0.00%00.0%Unchanged
ORG Partners LLC115$2.01K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC118$2.06K0.00%00.0%Unchanged
Brown Brothers Harriman & Co152$2.66K0.00%+30+24.6%Added
Eastern Bank161$2.81K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.171$2.99K0.00%00.0%Unchanged
Wood Tarver Financial Group, LLC211$3.00K0.00%+211New
WealthCollab, LLC179$3.13K0.00%00.0%Unchanged
Global Retirement Partners, LLC200$3.50K0.00%−51−20.3%Reduced
Whipplewood Advisors, LLC239$4.18K0.00%+239New
Farmers & Merchants Investments Inc247$4.32K0.00%00.0%Unchanged
Cornerstone Planning Group LLC247$4.38K0.00%00.0%Unchanged
Creative Financial Designs Inc257$4.49K0.00%+105+69.1%Added
DT Investment Partners, LLC266$4.65K0.00%00.0%Unchanged
Boyd Watterson Asset Management LLC267$4.67K0.00%00.0%Unchanged
Bell Investment Advisors, Inc267$4.67K0.00%−212−44.3%Reduced
Hilltop National Bank288$5.03K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.294$5.14K0.00%00.0%Unchanged
Tucker Asset Management LLC234$5.21K0.00%+234New
Transce3nd, LLC300$5.24K0.00%+300New
First Horizon Advisors, Inc.336$5.88K0.00%+1+0.3%Added
Hemington Wealth Management359$6.00K0.00%+104+40.8%Added
JFS Wealth Advisors, LLC352$6.15K0.00%+8+2.3%Added
Raleigh Capital Management Inc.372$6.50K0.00%+195+110.2%Added
CoreCap Advisors, LLC400$6.99K0.00%−374−48.3%Reduced
Fortitude Family Office, LLC407$7.11K0.00%00.0%Unchanged
Private Wealth Management Group, LLC433$7.57K0.00%00.0%Unchanged
Red Tortoise LLC446$7.80K0.00%00.0%Unchanged
Avion Wealth500$8.00K0.00%00.0%Unchanged
Dogwood Wealth Management LLC472$8.24K0.00%+472New
Steward Partners Investment Advisory, LLC567$9.91K0.00%−43−7.0%Reduced
Elequin Capital LP570$9.96K0.00%−583−50.6%Reduced
Ronald Blue Trust, Inc.596$10.4K0.00%−6,187−91.2%Reduced
Continuum Advisory, LLC625$10.9K0.00%−23−3.5%Reduced
Huntington National Bank653$11.4K0.00%00.0%Unchanged
Quarry LP669$11.7K0.00%+669New
Federated Hermes, Inc.687$12.0K0.00%−108−13.6%Reduced
Quest 10 Wealth Builders, Inc.705$12.3K0.01%+705New
Lindbrook Capital, LLC734$12.8K0.00%00.0%Unchanged
Salem Investment Counselors Inc750$13.1K0.00%00.0%Unchanged
Parkside Financial Bank & Trust775$13.5K0.00%+53+7.3%Added
Global X Japan Co., Ltd.796$13.9K0.00%+163+25.8%Added
Versant Capital Management, Inc846$14.8K0.00%+175+26.1%Added
Hexagon Capital Partners LLC924$16.2K0.00%+102+12.4%Added
Gables Capital Management Inc.934$16.3K0.01%−700−42.8%Reduced
Rosenberg Matthew Hamilton950$16.6K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.959$16.8K0.00%+41+4.5%Added
Quadrant Capital Group LLC960$16.8K0.00%−63−6.2%Reduced
TD Waterhouse Canada Inc.1,000$17.5K0.00%00.0%Unchanged
Cromwell Holdings LLC1,001$17.5K0.01%00.0%Unchanged
Penserra Capital Management LLC1,137$19.0K0.00%+1,137New
Smartleaf Asset Management LLC1,090$19.1K0.00%+232+27.0%Added
Central Trust Co1,123$19.6K0.00%00.0%Unchanged
Castleview Partners, LLC1,123$19.8K0.01%00.0%Unchanged