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 |
|---|---|---|---|---|---|
| Mirae Asset Global Investments Co., Ltd. | 49,065 | $867.5K | 0.00% | +14,489+41.9% | Added |
| Pallas Capital Advisors LLC | 49,823 | $870.9K | 0.04% | +5,889+13.4% | Added |
| Group One Trading, L.P. | 50,409 | $881.1K | 0.03% | +50,409 | New |
| CIBC World Markets Corp | 50,560 | $883.8K | 0.01% | −10,381−17.0% | Reduced |
| Crestline Management, LP | 51,071 | $892.7K | 0.03% | +51,071 | New |
| State of Alaska, Department of Revenue | 51,241 | $895.0K | 0.01% | −1,075−2.1% | Reduced |
| PEAK6 LLC | 52,461 | $917.0K | 0.04% | +52,461 | New |
| Rothschild Investment LLC | 52,600 | $919.4K | 0.06% | −470−0.9% | Reduced |
| Mutual of America Capital Management LLC | 53,843 | $941.2K | 0.01% | −1,572−2.8% | Reduced |
| Gold Investment Management Ltd. | 54,867 | $959.1K | 0.40% | +1,286+2.4% | Added |
| New York Life Investment Management LLC | 58,962 | $1.03M | 0.01% | +374+0.6% | Added |
| First Trust Advisors LP | 59,648 | $1.04M | 0.00% | −22,761−27.6% | Reduced |
| Kestra Private Wealth Services, LLC | 60,098 | $1.05M | 0.02% | −1,574−2.6% | Reduced |
| Guggenheim Capital LLC | 62,325 | $1.09M | 0.01% | −22,966−26.9% | Reduced |
| Entropy Technologies, LP | 62,995 | $1.10M | 0.11% | +40,195+176.3% | Added |
| Lazard Asset Management LLC | 63,637 | $1.11M | 0.00% | −64,427−50.3% | Reduced |
| CIBC Asset Management Inc | 64,188 | $1.12M | 0.00% | +1,224+1.9% | Added |
| Neuberger Berman Group LLC | 64,935 | $1.14M | 0.00% | −1,336−2.0% | Reduced |
| Vinva Investment Management Ltd | 40,464 | $1.14M | 0.04% | +5,143+14.6% | Added |
| Jones Financial Companies LLLP | 65,250 | $1.14M | 0.00% | +20,345+45.3% | Added |
| Yousif Capital Management, LLC | 65,765 | $1.15M | 0.01% | −1,227−1.8% | Reduced |
| Carrera Capital Advisors | 68,712 | $1.20M | 0.28% | +68,712 | New |
| KLP Kapitalforvaltning AS | 69,400 | $1.21M | 0.01% | +69,400 | New |
| Harmony Asset Management LLC | 71,400 | $1.25M | 0.49% | +10,000+16.3% | Added |
| Greenwood Capital Associates LLC | 71,686 | $1.25M | 0.16% | −821−1.1% | Reduced |
| Captrust Financial Advisors | 71,748 | $1.25M | 0.00% | +15,534+27.6% | Added |
| Northwestern Mutual Wealth Management Co | 72,746 | $1.27M | 0.00% | +1,802+2.5% | Added |
| Mork Capital Management, LLC | 73,400 | $1.28M | 0.84% | 00.0% | Unchanged |
| Walleye Trading LLC | 74,356 | $1.30M | 0.03% | +74,356 | New |
| Impax Asset Management Group plc | 74,673 | $1.31M | 0.01% | +18,173+32.2% | Added |
| Lecap Asset Management Ltd | 74,782 | $1.31M | 0.35% | +33,489+81.1% | Added |
| Campbell & CO Investment Adviser LLC | 75,168 | $1.31M | 0.10% | −20,244−21.2% | Reduced |
| Vident Advisory, LLC | 75,258 | $1.32M | 0.02% | −4,535−5.7% | Reduced |
| Mercer Global Advisors Inc | 76,279 | $1.33M | 0.00% | +9,946+15.0% | Added |
| Handelsbanken Fonder AB | 77,000 | $1.35M | 0.01% | +1,200+1.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 77,745 | $1.36M | 0.00% | +7,076+10.0% | Added |
| Sterling Capital Management LLC | 78,881 | $1.38M | 0.02% | +64,951+466.3% | Added |
| Cetera Investment Advisers | 78,995 | $1.38M | 0.00% | −6,032−7.1% | Reduced |
| Kiker Wealth Management, LLC | 80,637 | $1.41M | 1.14% | +80,637 | New |
| TD Asset Management Inc | 80,878 | $1.41M | 0.00% | −2,667−3.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 82,170 | $1.44M | 0.01% | +3,718+4.7% | Added |
| Amalgamated Bank | 82,384 | $1.44M | 0.01% | −1,735−2.1% | Reduced |
| Asset Management One Co.,Ltd. | 83,108 | $1.47M | 0.01% | +74,518+867.5% | Added |
| Qsemble Capital Management, LP | 85,976 | $1.50M | 0.20% | +69,545+423.3% | Added |
| Wealthfront Advisers LLC | 87,618 | $1.53M | 0.00% | +1,424+1.7% | Added |
| Janney Montgomery Scott LLC | 88,446 | $1.55M | 0.00% | +40,246+83.5% | Added |
| UniSuper Management Pty Ltd | 88,545 | $1.55M | 0.01% | +3,227+3.8% | Added |
| Bridgewater Associates, LP | 88,703 | $1.55M | 0.01% | +88,703 | New |
| State of Wisconsin Investment Board | 89,817 | $1.57M | 0.00% | +55,076+158.5% | Added |
| Bessemer Group Inc | 89,904 | $1.57M | 0.00% | +4,233+4.9% | Added |
| KBC Group NV | 89,999 | $1.57M | 0.00% | +65,285+264.2% | Added |
| Highland Capital Management, LLC | 90,525 | $1.58M | 0.09% | −3,025−3.2% | Reduced |
| AXA S.A. | 91,219 | $1.59M | 0.00% | +91,219 | New |
| D. E. Shaw & Co., Inc. | 92,195 | $1.61M | 0.00% | −18,992−17.1% | Reduced |
| Brandywine Global Investment Management, LLC | 93,556 | $1.64M | 0.01% | −206,023−68.8% | Reduced |
| Commonwealth Equity Services, LLC | 95,150 | $1.66M | 0.00% | −2,422−2.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 95,564 | $1.67M | 0.01% | −2,397−2.4% | Reduced |
| Prudential Financial Inc | 96,788 | $1.69M | 0.00% | −28,447−22.7% | Reduced |
| Retirement Systems of Alabama | 97,305 | $1.70M | 0.01% | −1,140−1.2% | Reduced |
| Baird Financial Group, Inc. | 97,394 | $1.70M | 0.00% | +1,556+1.6% | Added |
| Czech National Bank | 97,448 | $1.70M | 0.02% | +5,779+6.3% | Added |
| Mariner, LLC | 97,895 | $1.71M | 0.00% | +16,299+20.0% | Added |
| Truist Financial Corp | 97,929 | $1.71M | 0.00% | −174,760−64.1% | Reduced |
| Pictet Asset Management Holding SA | 97,935 | $1.71M | 0.00% | +3,508+3.7% | Added |
| Arizona State Retirement System | 97,956 | $1.71M | 0.01% | +812+0.8% | Added |
| Ensign Peak Advisors, Inc | 98,025 | $1.71M | 0.00% | 00.0% | Unchanged |
| ARGA Investment Management, LP | 99,080 | $1.73M | 0.06% | 00.0% | Unchanged |
| Teza Capital Management LLC | 99,869 | $1.75M | 0.26% | +72,141+260.2% | Added |
| Credit Agricole S A | 103,878 | $1.82M | 0.01% | +97,605+1,556.0% | Added |
| Aquatic Capital Management LLC | 105,019 | $1.84M | 0.05% | +105,019 | New |
| Federation des caisses Desjardins du Quebec | 105,043 | $1.84M | 0.01% | +7,450+7.6% | Added |
| Russell Investments Group, Ltd. | 105,194 | $1.84M | 0.00% | +19,904+23.3% | Added |
| Corebridge Financial, Inc. | 105,836 | $1.85M | 0.01% | −5,263−4.7% | Reduced |
| The PNC Financial Services Group, Inc. | 105,873 | $1.85M | 0.00% | +3,747+3.7% | Added |
| Quantbot Technologies LP | 106,920 | $1.87M | 0.07% | +26,704+33.3% | Added |
| HRT Financial LP | 112,429 | $1.97M | 0.01% | +14,270+14.5% | Added |
| Raymond James Financial Inc | 113,188 | $1.98M | 0.00% | +113,188 | New |
| Pathstone Holdings, LLC | 115,843 | $2.02M | 0.01% | +7,789+7.2% | Added |
| Public Sector Pension Investment Board | 116,585 | $2.04M | 0.01% | +38,134+48.6% | Added |
| MetLife Investment Management | 117,477 | $2.05M | 0.01% | +1,952+1.7% | Added |
| Voya Investment Management LLC | 118,786 | $2.08M | 0.00% | −67,618−36.3% | Reduced |
| STRS Ohio | 120,773 | $2.11M | 0.01% | +5,924+5.2% | Added |
| Venture Visionary Partners LLC | 121,270 | $2.12M | 0.09% | +25,847+27.1% | Added |
| Econ Financial Services Corp | 121,534 | $2.12M | 1.22% | +69,217+132.3% | Added |
| State of New Jersey Common Pension Fund D | 121,550 | $2.12M | 0.01% | +6,092+5.3% | Added |
| QRG Capital Management, Inc. | 121,934 | $2.13M | 0.02% | +4,195+3.6% | Added |
| State of Michigan Retirement System | 121,998 | $2.13M | 0.01% | −600−0.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 122,269 | $2.14M | 0.02% | −1,761−1.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 125,300 | $2.19M | 0.00% | +125,300 | New |
| Simplex Trading, LLC | 125,734 | $2.20M | 0.06% | −37,901−23.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 125,711 | $2.20M | 0.01% | +109,582+679.4% | Added |
| Systematic Alpha Investments, LLC | 126,193 | $2.21M | 0.08% | 00.0% | Unchanged |
| Marshall Wace, LLP | 128,968 | $2.25M | 0.00% | +90,604+236.2% | Added |
| Versor Investments LP | 131,100 | $2.29M | 0.40% | +80,900+161.2% | Added |
| Erste Asset Management GmbH | 130,184 | $2.30M | 0.03% | +22,788+21.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 132,206 | $2.31M | 0.02% | +132,206 | New |
| Public Employees Retirement System of Ohio | 133,303 | $2.33M | 0.01% | −8,855−6.2% | Reduced |
| Jane Street Group, LLC | 133,468 | $2.33M | 0.00% | +85,327+177.2% | Added |
| Redwood Investment Management, LLC | 135,486 | $2.37M | 0.23% | −26,688−16.5% | Reduced |
| American Century Companies Inc | 137,624 | $2.41M | 0.00% | −86,140−38.5% | Reduced |