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 |
|---|---|---|---|---|---|
| Savant Capital, LLC | 139,522 | $2.44M | 0.02% | +5,323+4.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 140,964 | $2.46M | 0.00% | +58,361+70.7% | Added |
| Cubist Systematic Strategies, LLC | 152,344 | $2.66M | 0.04% | −18,312−10.7% | Reduced |
| Great West Life Assurance Co | 153,250 | $2.68M | 0.00% | +835+0.5% | Added |
| Gabelli Funds LLC | 155,000 | $2.71M | 0.02% | 00.0% | Unchanged |
| Victory Capital Management Inc | 156,691 | $2.74M | 0.00% | +15,222+10.8% | Added |
| Nisa Investment Advisors, LLC | 158,490 | $2.77M | 0.01% | −371−0.2% | Reduced |
| Treasurer of the State of North Carolina | 160,661 | $2.81M | 0.01% | +1,010+0.6% | Added |
| Van Eck Associates Corp | 161,758 | $2.83M | 0.00% | +2,316+1.5% | Added |
| CWM, LLC | 162,572 | $2.84M | 0.01% | +57,393+54.6% | Added |
| Janus Henderson Group PLC | 169,074 | $2.96M | 0.00% | −5,870−3.4% | Reduced |
| Prana Capital Management, LP | 169,367 | $2.96M | 0.14% | +169,367 | New |
| Rafferty Asset Management, LLC | 170,159 | $2.97M | 0.01% | +3,022+1.8% | Added |
| Continental Advisors LLC | 170,290 | $2.98M | 2.26% | −4,650−2.7% | Reduced |
| Alaska Permanent Fund Corp | 171,220 | $2.99M | 0.04% | 00.0% | Unchanged |
| Rathbone Brothers plc | 172,180 | $3.01M | 0.01% | +149,638+663.8% | Added |
| ProShare Advisors LLC | 174,294 | $3.05M | 0.01% | −962−0.5% | Reduced |
| Jump Financial, LLC | 177,610 | $3.10M | 0.07% | −216,104−54.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 178,857 | $3.13M | 0.01% | +50,139+39.0% | Added |
| Stifel Financial Corp | 181,879 | $3.18M | 0.00% | −17,468−8.8% | Reduced |
| Storebrand Asset Management AS | 183,361 | $3.21M | 0.01% | −78,340−29.9% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 188,594 | $3.30M | 0.01% | +188,594 | New |
| Wells Fargo & Company | 190,664 | $3.33M | 0.00% | −8,767−4.4% | Reduced |
| Franklin Resources Inc | 191,441 | $3.35M | 0.00% | +63,664+49.8% | Added |
| LPL Financial LLC | 191,905 | $3.35M | 0.00% | −3,215−1.6% | Reduced |
| Jain Global LLC | 194,788 | $3.40M | 0.10% | +194,788 | New |
| SEI Investments Co | 202,387 | $3.54M | 0.00% | −72,297−26.3% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 203,111 | $3.55M | 0.01% | +6,566+3.3% | Added |
| Valueworks LLC | 207,391 | $3.63M | 1.21% | −39,838−16.1% | Reduced |
| Verition Fund Management LLC | 207,401 | $3.63M | 0.02% | +158,163+321.2% | Added |
| Thrivent Financial for Lutherans | 208,711 | $3.65M | 0.01% | −59,378−22.1% | Reduced |
| Mubadala Investment Co PJSC | 220,445 | $3.85M | 0.02% | +220,445 | New |
| Citigroup Inc | 227,069 | $3.97M | 0.00% | −50,583−18.2% | Reduced |
| New York State Common Retirement Fund | 231,990 | $4.06M | 0.01% | −11,300−4.6% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 235,846 | $4.12M | 0.01% | −5,425−2.2% | Reduced |
| American Financial Group Inc | 245,000 | $4.28M | 1.95% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 254,355 | $4.45M | 1.09% | −512−0.2% | Reduced |
| Gifford Fong Associates | 255,393 | $4.46M | 1.10% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 261,544 | $4.57M | 0.01% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 263,245 | $4.60M | 0.08% | +4,884+1.9% | Added |
| Susquehanna International Group, LLP | 267,159 | $4.67M | 0.01% | −175,606−39.7% | Reduced |
| Mackenzie Financial Corp | 281,427 | $4.92M | 0.01% | +226,902+416.1% | Added |
| South Dakota Investment Council | 295,113 | $5.16M | 0.10% | 00.0% | Unchanged |
| Nomura Holdings Inc | 315,605 | $5.52M | 0.03% | −107,969−25.5% | Reduced |
| California State Teachers Retirement System | 317,762 | $5.55M | 0.01% | −9,027−2.8% | Reduced |
| Vontobel Holding Ltd. | 319,650 | $5.59M | 0.02% | +41,254+14.8% | Added |
| Live Oak Private Wealth LLC | 320,171 | $5.60M | 0.94% | −4,313−1.3% | Reduced |
| Manufacturers Life Insurance Company, The | 322,520 | $5.64M | 0.00% | +6,016+1.9% | Added |
| Tudor Investment Corp Et Al | 322,781 | $5.64M | 0.06% | +126,497+64.4% | Added |
| Quantinno Capital Management LP | 325,430 | $5.69M | 0.06% | +79,898+32.5% | Added |
| Cacti Asset Management LLC | 326,281 | $5.70M | 0.44% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 328,646 | $5.74M | 0.10% | +328,646 | New |
| Schonfeld Strategic Advisors LLC | 329,412 | $5.76M | 0.04% | +289,924+734.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 334,951 | $5.95M | 0.01% | 00.0% | Unchanged |
| Wesleyan Assurance Society | 372,873 | $6.52M | 0.50% | −31,364−7.8% | Reduced |
| New York State Teachers Retirement System | 373,626 | $6.53M | 0.01% | −44,757−10.7% | Reduced |
| State of Tennessee, Treasury Department | 378,246 | $6.61M | 0.02% | +71,380+23.3% | Added |
| Bank of Nova Scotia | 390,676 | $6.83M | 0.01% | −268,002−40.7% | Reduced |
| Ameriprise Financial Inc | 391,285 | $6.84M | 0.00% | +9,018+2.4% | Added |
| La Banque Postale Asset Management SA | 413,118 | $7.22M | 0.10% | +413,118 | New |
| Toronto Dominion Bank | 430,851 | $7.53M | 0.01% | +265,289+160.2% | Added |
| Natixis | 432,310 | $7.56M | 0.05% | −213,150−33.0% | Reduced |
| Bank of Montreal | 437,294 | $7.64M | 0.00% | +52,238+13.6% | Added |
| State Board of Administration of Florida Retirement System | 452,094 | $7.90M | 0.02% | 00.0% | Unchanged |
| Olstein Capital Management, L.P. | 470,000 | $8.22M | 1.45% | −21,996−4.5% | Reduced |
| Ieq Capital, LLC | 490,242 | $8.57M | 0.08% | +423,621+635.9% | Added |
| FMR LLC | 490,425 | $8.57M | 0.00% | −14,201−2.8% | Reduced |
| Principal Financial Group Inc | 504,259 | $8.81M | 0.00% | −7,591−1.5% | Reduced |
| Algert Global LLC | 508,157 | $8.88M | 0.21% | +26,887+5.6% | Added |
| National Bank of Canada | 527,651 | $9.22M | 0.01% | +292,631+124.5% | Added |
| California Public Employees Retirement System | 546,535 | $9.55M | 0.01% | −82,683−13.1% | Reduced |
| Trexquant Investment LP | 583,253 | $10.2M | 0.12% | −76,492−11.6% | Reduced |
| Channing Capital Management, LLC | 622,217 | $10.9M | 0.29% | −8,263−1.3% | Reduced |
| Wealthcare Capital Management LLC | 630,545 | $11.0M | 1.11% | −33,000−5.0% | Reduced |
| Rhumbline Advisers | 656,674 | $11.5M | 0.01% | −16,107−2.4% | Reduced |
| Legal & General Group Plc | 659,534 | $11.5M | 0.00% | +51,231+8.4% | Added |
| Canada Pension Plan Investment Board | 661,800 | $11.6M | 0.01% | +452,600+216.3% | Added |
| Swiss National Bank | 663,800 | $11.6M | 0.01% | +5,200+0.8% | Added |
| Qube Research & Technologies Ltd | 764,592 | $13.4M | 0.02% | +275,195+56.2% | Added |
| Cerity Partners LLC | 800,198 | $14.0M | 0.03% | +77,935+10.8% | Added |
| AE Wealth Management LLC | 864,456 | $15.1M | 0.13% | +258,277+42.6% | Added |
| Pzena Investment Management LLC | 886,851 | $15.5M | 0.05% | 00.0% | Unchanged |
| Man Group plc | 904,505 | $15.8M | 0.05% | +178,101+24.5% | Added |
| Allianz Asset Management GmbH | 919,311 | $16.1M | 0.02% | +293,263+46.8% | Added |
| HSBC Holdings PLC | 929,511 | $16.2M | 0.01% | +289,258+45.2% | Added |
| Price T Rowe Associates Inc | 973,351 | $17.0M | 0.00% | +40,532+4.3% | Added |
| Arrowstreet Capital, Limited Partnership | 991,281 | $17.3M | 0.01% | +898,210+965.1% | Added |
| UBS Asset Management Americas Inc | 1,033,982 | $18.1M | 0.00% | +123,826+13.6% | Added |
| Royal Bank of Canada | 1,035,657 | $18.1M | 0.00% | +691,704+201.1% | Added |
| Azora Capital LP | 1,170,658 | $20.5M | 0.92% | −383,378−24.7% | Reduced |
| Swiss Life Asset Management Ltd | 1,180,076 | $20.6M | 0.15% | +959,627+435.3% | Added |
| Bank of America Corp | 1,233,234 | $21.6M | 0.00% | −265,034−17.7% | Reduced |
| Squarepoint Ops LLC | 1,245,839 | $21.8M | 0.06% | −362,112−22.5% | Reduced |
| JPMorgan Chase & Co | 1,285,609 | $22.5M | 0.00% | +188,041+17.1% | Added |
| Nuveen Asset Management, LLC | 1,294,262 | $22.6M | 0.01% | +29,782+2.4% | Added |
| Macquarie Group Ltd | 1,361,568 | $23.5M | 0.03% | +56,213+4.3% | Added |
| Letko, Brosseau & Associates Inc | 1,609,738 | $28.1M | 0.54% | −16,350−1.0% | Reduced |
| CIBC Private Wealth Group, LLC | 1,711,519 | $29.3M | 0.05% | +1,642,645+2,385.0% | Added |
| Point72 Asset Management, L.P. | 2,041,010 | $35.7M | 0.10% | −1,174,535−36.5% | Reduced |
| BNP Paribas Arbitrage, SA | 2,150,910 | $37.6M | 0.03% | +733,726+51.8% | Added |