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 |
|---|---|---|---|---|---|
| Beacon Investment Advisory Services, Inc. | 16,087 | $281.2K | 0.01% | 00.0% | Unchanged |
| International Private Wealth Advisors LLC | 16,193 | $283.0K | 0.28% | +118+0.7% | Added |
| Forum Financial Management, LP | 16,481 | $288.1K | 0.00% | +16,481 | New |
| Cornercap Investment Counsel Inc | 16,755 | $292.9K | 0.09% | 00.0% | Unchanged |
| Numerai GP LLC | 16,887 | $295.2K | 0.08% | −6,452−27.6% | Reduced |
| Chicago Partners Investment Group LLC | 17,315 | $296.4K | 0.01% | +17,315 | New |
| MAI Capital Management | 17,579 | $307.3K | 0.00% | −97−0.5% | Reduced |
| Fifth Third Bancorp | 17,598 | $307.6K | 0.00% | −79−0.4% | Reduced |
| EPG Wealth Management LLC | 17,705 | $309.5K | 0.08% | −346−1.9% | Reduced |
| Wedmont Private Capital | 18,998 | $310.8K | 0.02% | +2,684+16.5% | Added |
| Bridgefront Capital, LLC | 18,283 | $319.6K | 0.11% | +18,283 | New |
| Ethic Inc. | 18,356 | $320.9K | 0.01% | −989−5.1% | Reduced |
| Paragon Capital Management Ltd | 18,735 | $327.5K | 0.07% | −225−1.2% | Reduced |
| GAMMA Investing LLC | 18,902 | $330.4K | 0.03% | +2,705+16.7% | Added |
| Signaturefd, LLC | 19,209 | $335.8K | 0.01% | −1,102−5.4% | Reduced |
| GTS Securities LLC | 19,228 | $336.1K | 0.02% | −26,112−57.6% | Reduced |
| Element Wealth, LLC | 19,755 | $345.3K | 0.18% | +88+0.4% | Added |
| Utah Retirement Systems | 20,000 | $349.6K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 20,231 | $353.6K | 0.03% | +20,231 | New |
| LGT Group Foundation | 20,279 | $354.5K | 0.01% | +5,644+38.6% | Added |
| ING Groep NV | 20,313 | $355.1K | 0.00% | +20,313 | New |
| Norinchukin Bank, The | 20,522 | $358.7K | 0.01% | +1,966+10.6% | Added |
| Centennial Wealth Advisory LLC | 20,709 | $362.0K | 0.14% | +1,614+8.5% | Added |
| Maryland State Retirement & Pension System | 20,871 | $364.8K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 21,036 | $367.7K | 0.00% | −8,745−29.4% | Reduced |
| Point72 (DIFC) Ltd | 21,182 | $370.3K | 0.03% | −1,903−8.2% | Reduced |
| Glenmede Trust Co NA | 21,379 | $373.7K | 0.00% | +333+1.6% | Added |
| New Mexico Educational Retirement Board | 21,414 | $374.0K | 0.01% | −600−2.7% | Reduced |
| HighTower Advisors, LLC | 21,401 | $374.1K | 0.00% | +7,062+49.3% | Added |
| Farther Finance Advisors, LLC | 21,417 | $374.4K | 0.01% | −101−0.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 21,424 | $378.1K | 0.00% | −942−4.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 21,800 | $381.1K | 0.00% | +21,800 | New |
| CI Private Wealth, LLC | 22,046 | $385.4K | 0.00% | −20,505−48.2% | Reduced |
| Advisors Asset Management, Inc. | 23,239 | $406.2K | 0.01% | +5,173+28.6% | Added |
| Apollon Wealth Management, LLC | 23,444 | $409.8K | 0.01% | +7,986+51.7% | Added |
| Daiwa Securities Group Inc. | 24,137 | $422.0K | 0.00% | +3,381+16.3% | Added |
| Securian Asset Management, Inc | 24,154 | $422.2K | 0.01% | −734−2.9% | Reduced |
| Louisiana State Employees Retirement System | 24,200 | $423.0K | 0.01% | −1,100−4.3% | Reduced |
| Petrus Trust Company, LTA | 24,213 | $423.2K | 0.04% | +24,213 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 24,267 | $424.2K | 0.00% | +24,267 | New |
| Toroso Investments, LLC | 24,966 | $436.4K | 0.00% | +1,434+6.1% | Added |
| Equitable Holdings, Inc. | 25,622 | $447.9K | 0.00% | −1,158−4.3% | Reduced |
| Twin Capital Management Inc | 25,975 | $454.0K | 0.05% | −376−1.4% | Reduced |
| NEOS Investment Management LLC | 26,206 | $458.1K | 0.01% | +6,221+31.1% | Added |
| Tennessee Valley Asset Management Partners | 26,934 | $470.8K | 0.08% | −270−1.0% | Reduced |
| Woodline Partners LP | 26,991 | $471.8K | 0.00% | +26,991 | New |
| Hartford Investment Management Co | 27,435 | $479.6K | 0.02% | −530−1.9% | Reduced |
| AlphaStar Capital Management, LLC | 27,658 | $483.5K | 0.05% | +13,090+89.9% | Added |
| Stock Yards Bank & Trust Co | 27,692 | $484.1K | 0.02% | −390−1.4% | Reduced |
| MML Investors Services, LLC | 27,731 | $485.0K | 0.00% | +1,863+7.2% | Added |
| CSS LLC | 28,057 | $490.4K | 0.03% | +14,450+106.2% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 28,891 | $505.0K | 0.13% | +10,354+55.9% | Added |
| Investors Research Corp | 29,650 | $518.3K | 0.11% | −2,075−6.5% | Reduced |
| Twinbeech Capital LP | 30,032 | $525.0K | 0.01% | +30,032 | New |
| Wolverine Trading, LLC | 30,426 | $531.8K | 0.01% | −2,609−7.9% | Reduced |
| Tower Research Capital LLC (TRC) | 30,633 | $535.5K | 0.01% | +9,974+48.3% | Added |
| Standard Life Aberdeen plc | 30,714 | $536.7K | 0.00% | −3,366−9.9% | Reduced |
| NorthCrest Asset Manangement, LLC | 30,868 | $539.6K | 0.02% | +2,920+10.4% | Added |
| Retirement Planning Co of New England, Inc. | 30,884 | $539.9K | 0.26% | −1,188−3.7% | Reduced |
| Kentucky Retirement Systems | 30,924 | $540.6K | 0.02% | −425−1.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 31,471 | $550.0K | 0.00% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 28,777 | $553.1K | 0.00% | −11,007−27.7% | Reduced |
| Centiva Capital, LP | 31,724 | $554.5K | 0.02% | −2,292−6.7% | Reduced |
| Public Employees Retirement Association of Colorado | 31,913 | $558.0K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 32,000 | $559.0K | 0.02% | +32,000 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 15,698 | $571.0K | 0.10% | +2,375+17.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 32,866 | $574.5K | 0.00% | +17,500+113.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 33,374 | $583.4K | 0.00% | −11,972−26.4% | Reduced |
| Sciencast Management LP | 33,873 | $592.1K | 0.16% | +33,873 | New |
| Crossmark Global Holdings, Inc. | 34,227 | $598.0K | 0.01% | −97−0.3% | Reduced |
| Harvest Fund Management Co., Ltd | 34,363 | $601.0K | 0.03% | +34,363 | New |
| Wealthcare Advisory Partners LLC | 34,535 | $603.7K | 0.02% | −603−1.7% | Reduced |
| Colony Group, LLC | 34,934 | $610.6K | 0.00% | +13,991+66.8% | Added |
| Mather Group, LLC. | 35,925 | $628.0K | 0.01% | +3,313+10.2% | Added |
| Stratos Wealth Partners, LTD. | 36,034 | $629.9K | 0.01% | −1,055−2.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 36,041 | $630.0K | 0.00% | +3,583+11.0% | Added |
| Pacer Advisors, Inc. | 36,199 | $632.8K | 0.00% | +2,615+7.8% | Added |
| Aigen Investment Management, LP | 37,009 | $646.9K | 0.11% | +37,009 | New |
| Merit Financial Group, LLC | 37,281 | $651.7K | 0.01% | +37,281 | New |
| IMC-Chicago, LLC | 38,009 | $664.4K | 0.02% | +38,009 | New |
| Xponance, Inc. | 38,325 | $669.9K | 0.01% | −68,399−64.1% | Reduced |
| Los Angeles Capital Management LLC | 38,439 | $671.9K | 0.00% | +38,439 | New |
| Oregon Public Employees Retirement Fund | 38,487 | $672.8K | 0.01% | +60.0% | Added |
| Elevated Capital Advisors, LLC | 39,567 | $691.6K | 0.19% | −1,021−2.5% | Reduced |
| Holocene Advisors, LP | 40,461 | $707.3K | 0.00% | −155,889−79.4% | Reduced |
| Strategic Advisors LLC | 41,000 | $716.7K | 0.13% | −2,000−4.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 41,455 | $724.6K | 0.01% | +3,165+8.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 41,493 | $725.3K | 0.03% | −12,000−22.4% | Reduced |
| Advisor Group Holdings, Inc. | 41,558 | $726.5K | 0.00% | −94,107−69.4% | Reduced |
| Mizuho Securities USA LLC | 42,597 | $744.6K | 0.01% | +13,417+46.0% | Added |
| ISAM Funds (UK) Ltd | 43,439 | $759.3K | 0.57% | +43,439 | New |
| Kestra Advisory Services, LLC | 43,443 | $759.4K | 0.00% | −6,599−13.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 43,864 | $767.0K | 0.00% | +19,021+76.6% | Added |
| Renaissance Technologies LLC | 45,000 | $786.6K | 0.00% | −509,300−91.9% | Reduced |
| Fox Run Management, L.L.C. | 46,448 | $811.9K | 0.15% | +17,123+58.4% | Added |
| D.A. Davidson & Co. | 46,707 | $816.4K | 0.01% | +677+1.5% | Added |
| Creative Planning | 46,761 | $817.4K | 0.00% | +12,812+37.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 48,423 | $846.4K | 0.06% | −46,089−48.8% | Reduced |
| Hancock Whitney Corp | 48,425 | $846.5K | 0.03% | +48,425 | New |
| JustInvest LLC | 48,985 | $856.3K | 0.01% | +414+0.9% | Added |