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.
| 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, 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 |
|---|---|---|---|---|---|
| Massmutual Trust Co FSB | 1,257 | $22.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,262 | $22.1K | 0.00% | +718+132.0% | Added |
| Venturi Wealth Management, LLC | 1,279 | $22.4K | 0.00% | +677+112.5% | Added |
| Private Trust Co NA | 1,353 | $23.6K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,545 | $27.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,561 | $27.3K | 0.00% | +11+0.7% | Added |
| Optimum Investment Advisors | 1,600 | $28.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,710 | $29.9K | 0.00% | −19−1.1% | Reduced |
| Umb Bank N A | 1,770 | $30.9K | 0.00% | +280+18.8% | Added |
| Sentry Investment Management LLC | 1,751 | $31.0K | 0.01% | −285−14.0% | Reduced |
| Deseret Mutual Benefit Administrators | 1,824 | $31.9K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,973 | $34.0K | 0.00% | +803+68.6% | Added |
| Bryn Mawr Trust Co | 1,985 | $34.7K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 2,000 | $35.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 2,107 | $36.8K | 0.01% | −293−12.2% | Reduced |
| Colonial Trust Co | 2,171 | $37.9K | 0.01% | +2,171 | New |
| Aster Capital Management (DIFC) Ltd | 2,379 | $41.6K | 0.02% | +1,531+180.5% | Added |
| Principal Securities, Inc. | 2,483 | $43.4K | 0.00% | −108−4.2% | Reduced |
| Crews Bank & Trust | 2,525 | $44.1K | 0.01% | +2,525 | New |
| GeoWealth Management, LLC | 2,585 | $45.2K | 0.00% | +30+1.2% | Added |
| Silvant Capital Management LLC | 2,649 | $46.3K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 2,741 | $47.9K | 0.05% | +2,741 | New |
| Capital Analysts, LLC | 2,864 | $50.0K | 0.00% | +381+15.3% | Added |
| Resona Asset Management Co.,Ltd. | 2,953 | $52.2K | 0.00% | +512+21.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4,097 | $53.3K | 0.01% | +20.0% | Added |
| Assetmark, Inc | 3,496 | $61.1K | 0.00% | +2,770+381.5% | Added |
| TD Private Client Wealth LLC | 3,583 | $62.6K | 0.00% | −108−2.9% | Reduced |
| Evelyn Partners Investment Management LLP | 3,612 | $63.1K | 0.00% | +3,612 | New |
| Parallel Advisors, LLC | 3,652 | $63.8K | 0.00% | +394+12.1% | Added |
| Covestor Ltd | 3,695 | $65.0K | 0.04% | −899−19.6% | Reduced |
| EverSource Wealth Advisors, LLC | 3,737 | $65.3K | 0.00% | +2,136+133.4% | Added |
| Truvestments Capital LLC | 3,938 | $68.8K | 0.02% | −371−8.6% | Reduced |
| United Community Bank | 4,066 | $71.1K | 0.03% | −115−2.8% | Reduced |
| Quent Capital, LLC | 4,316 | $75.4K | 0.01% | +10+0.2% | Added |
| Skopos Labs, Inc. | 4,665 | $81.5K | 0.02% | −790−14.5% | Reduced |
| Ameritas Investment Partners, Inc. | 4,888 | $85.4K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5,183 | $90.6K | 0.04% | +801+18.3% | Added |
| Exchange Traded Concepts, LLC | 5,468 | $95.6K | 0.00% | −922−14.4% | Reduced |
| Caldwell Trust Co | 5,646 | $98.7K | 0.01% | −2,369−29.6% | Reduced |
| Horizon Investments, LLC | 6,220 | $108.7K | 0.00% | +88+1.4% | Added |
| MCF Advisors LLC | 6,296 | $110.0K | 0.01% | −21−0.3% | Reduced |
| Danske Bank A/S | 6,500 | $113.6K | 0.00% | −2,000−23.5% | Reduced |
| MUFG Securities Americas Inc. | 6,634 | $116.0K | 0.01% | +6,634 | New |
| Hoertkorn Richard Charles | 7,000 | $122.4K | 0.05% | −667−8.7% | Reduced |
| SBI Securities Co., Ltd. | 7,011 | $122.6K | 0.00% | +7,011 | New |
| Point72 Hong Kong Ltd | 7,598 | $132.8K | 0.01% | +7,598 | New |
| R Squared Ltd | 9,320 | $162.9K | 0.16% | +9,320 | New |
| DekaBank Deutsche Girozentrale | 9,528 | $166.0K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 9,876 | $172.6K | 0.00% | −8,737−46.9% | Reduced |
| Poinciana Advisors Group, LLC | 10,001 | $174.8K | 0.18% | +10,001 | New |
| Panagora Asset Management Inc | 10,110 | $176.7K | 0.00% | +10,110 | New |
| Moors & Cabot, Inc. | 10,504 | $183.6K | 0.01% | −1,604−13.2% | Reduced |
| XTX Topco Ltd | 10,692 | $186.9K | 0.02% | −35,014−76.6% | Reduced |
| Meridian Wealth Advisors, LLC | 10,798 | $188.7K | 0.03% | 00.0% | Unchanged |
| CX Institutional | 10,802 | $188.8K | 0.01% | +10,802 | New |
| SG Americas Securities, LLC | 10,908 | $191.0K | 0.00% | −10,789−49.7% | Reduced |
| Prelude Capital Management, LLC | 11,020 | $192.6K | 0.02% | +11,020 | New |
| Coldstream Capital Management Inc | 11,072 | $193.5K | 0.00% | +262+2.4% | Added |
| Avantax Advisory Services, Inc. | 11,133 | $194.6K | 0.00% | +710+6.8% | Added |
| Perigon Wealth Management, LLC | 11,753 | $198.3K | 0.00% | +390+3.4% | Added |
| Magnetar Financial LLC | 11,363 | $198.6K | 0.00% | +28+0.2% | Added |
| Shell Asset Management Co | 11,535 | $202.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 11,562 | $202.1K | 0.01% | −83−0.7% | Reduced |
| Iron Financial, LLC | 11,578 | $202.4K | 0.11% | +340+3.0% | Added |
| EP Wealth Advisors, LLC | 11,685 | $204.3K | 0.00% | +1,107+10.5% | Added |
| Commerce Bank | 11,943 | $208.8K | 0.00% | +350+3.0% | Added |
| Novare Capital Management LLC | 12,000 | $209.8K | 0.02% | 00.0% | Unchanged |
| Sym Financial Corp | 12,029 | $210.3K | 0.03% | +12,029 | New |
| Natixis Advisors, L.P. | 12,234 | $214.0K | 0.00% | +12,234 | New |
| Claro Advisors LLC | 12,300 | $215.0K | 0.03% | −3,836−23.8% | Reduced |
| LifeWealth Investments, LLC | 12,318 | $215.3K | 0.14% | +12,318 | New |
| M&T Bank Corp | 12,345 | $215.8K | 0.00% | −1,863−13.1% | Reduced |
| Envestnet Asset Management Inc | 12,426 | $217.2K | 0.00% | −289−2.3% | Reduced |
| Capital Performance Advisors LLP | 12,476 | $218.1K | 0.07% | +5,003+66.9% | Added |
| United Capital Financial Advisers, LLC | 12,509 | $218.7K | 0.00% | −447−3.5% | Reduced |
| GWM Advisors LLC | 12,561 | $219.6K | 0.00% | +12,387+7,119.0% | Added |
| Generali Asset Management SPA SGR | 12,672 | $221.5K | 0.01% | +12,672 | New |
| United Services Automobile Association | 12,727 | $222.5K | 0.01% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 12,773 | $223.3K | 0.01% | −169−1.3% | Reduced |
| V-Square Quantitative Management LLC | 12,796 | $223.7K | 0.03% | −1,596−11.1% | Reduced |
| Aviance Capital Partners, LLC | 12,802 | $223.8K | 0.03% | −55,289−81.2% | Reduced |
| US Bancorp | 12,818 | $224.1K | 0.00% | −2,644−17.1% | Reduced |
| Allworth Financial LP | 12,927 | $225.2K | 0.00% | +10,527+438.6% | Added |
| Keystone Financial Group | 12,953 | $226.4K | 0.02% | −52−0.4% | Reduced |
| Leonteq Securities AG | 13,170 | $230.2K | 0.02% | +1,006+8.3% | Added |
| Everence Capital Management Inc | 13,310 | $233.0K | 0.02% | +13,310 | New |
| Dorsey & Whitney Trust CO LLC | 13,347 | $233.3K | 0.01% | +482+3.7% | Added |
| TownSquare Capital, LLC | 13,375 | $233.8K | 0.00% | +13,375 | New |
| Keebeck Alpha, LP | 13,560 | $237.0K | 0.25% | +13,560 | New |
| Stonebridge Capital Advisors LLC | 13,625 | $238.2K | 0.02% | −130−0.9% | Reduced |
| Buckingham Strategic Partners | 13,677 | $239.1K | 0.00% | +13,677 | New |
| Greenleaf Trust | 13,996 | $244.7K | 0.00% | −357−2.5% | Reduced |
| Holcombe Financial, Inc. | 14,080 | $246.1K | 0.20% | +14,080 | New |
| Nomura Asset Management Co Ltd | 14,255 | $249.2K | 0.00% | +1,367+10.6% | Added |
| Moore Capital Management, LP | 14,278 | $249.6K | 0.00% | +14,278 | New |
| Burney Co | 14,452 | $252.6K | 0.01% | +3,513+32.1% | Added |
| Headlands Technologies LLC | 15,158 | $265.0K | 0.03% | +9,870+186.6% | Added |
| Eagle Rock Investment Company, LLC | 15,175 | $265.3K | 0.04% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 15,658 | $273.7K | 0.00% | +447+2.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 15,710 | $274.6K | 0.00% | +1,561+11.0% | Added |