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 |
|---|---|---|---|---|---|
| Two Sigma Investments, LP | 2,333,706 | $40.8M | 0.09% | −379,405−14.0% | Reduced |
| Amundi | 2,653,259 | $45.4M | 0.02% | +1,472,178+124.6% | Added |
| Bank of New York Mellon Corp | 2,613,488 | $45.7M | 0.01% | +113,451+4.5% | Added |
| Barclays PLC | 2,662,773 | $46.5M | 0.02% | +298,599+12.6% | Added |
| Voloridge Investment Management, LLC | 2,713,138 | $47.4M | 0.17% | −358,338−11.7% | Reduced |
| Citadel Advisors LLC | 2,871,338 | $50.2M | 0.05% | +2,307,849+409.6% | Added |
| Norges Bank | 3,287,134 | $57.5M | 0.01% | +903,167+37.9% | Added |
| Deutsche Bank AG | 3,334,598 | $58.3M | 0.02% | +1,232,359+58.6% | Added |
| Goldman Sachs Group Inc | 3,519,770 | $61.5M | 0.01% | −862,744−19.7% | Reduced |
| UBS Group AG | 3,632,451 | $63.5M | 0.01% | +2,070,823+132.6% | Added |
| Two Sigma Advisers, LP | 3,768,900 | $65.9M | 0.15% | +466,400+14.1% | Added |
| Charles Schwab Investment Management Inc | 4,423,332 | $77.3M | 0.01% | +111,518+2.6% | Added |
| Fisher Asset Management, LLC | 4,533,275 | $79.2M | 0.03% | −7,638−0.2% | Reduced |
| Morgan Stanley | 5,965,019 | $104.3M | 0.01% | +490,428+9.0% | Added |
| Northern Trust Corp | 6,361,463 | $111.2M | 0.02% | +834,581+15.1% | Added |
| Alliancebernstein L.P. | 6,380,191 | $111.5M | 0.04% | +31,854+0.5% | Added |
| Millennium Management LLC | 7,235,113 | $126.5M | 0.11% | −2,792,913−27.9% | Reduced |
| AQR Capital Management LLC | 8,145,596 | $142.4M | 0.18% | +2,264,551+38.5% | Added |
| Geode Capital Management, LLC | 10,383,206 | $181.3M | 0.01% | +134,726+1.3% | Added |
| Dimensional Fund Advisors LP | 20,104,545 | $351.4M | 0.08% | +274,134+1.4% | Added |
| State Street Corp | 21,643,544 | $378.3M | 0.01% | +583,011+2.8% | Added |
| Trian Fund Management, L.P.SuperinvestorTrian Fund Management | 23,173,442 | $405.1M | 10.44% | 00.0% | Unchanged |
| Vanguard Group Inc | 51,494,654 | $900.1M | 0.02% | +419,389+0.8% | Added |
| BlackRock, Inc. | 54,958,226 | $960.7M | 0.02% | +286,180+0.5% | Added |
| Massachusetts Mutual Life Insurance Co | 81,332,319 | $1.42B | 79.57% | −200.0% | Reduced |
| Strategic Wealth Designers | 21,026 | – | – | +21,026 | New |
| Swedbank AB | 0 | $0 | 0.00% | −2,000,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −497,145−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −364,169−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −349,581−100.0% | Sold out |
| Alexander Randolph Advisory, Inc. | 0 | $0 | 0.00% | −134,115−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −87,712−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −84,430−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −82,511−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −73,610−100.0% | Sold out |
| B.O.S.S. Retirement Advisors, LLC | 0 | $0 | 0.00% | −72,037−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −48,566−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −39,537−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −38,178−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −37,348−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −33,638−100.0% | Sold out |
| Wright Investors Service Inc | 0 | $0 | 0.00% | −25,739−100.0% | Sold out |
| Morningstar Investment Services LLC | 0 | $0 | 0.00% | −24,072−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −23,340−100.0% | Sold out |
| Unique Wealth Strategies, LLC | 0 | $0 | 0.00% | −22,070−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −20,160−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −19,494−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −15,813−100.0% | Sold out |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −14,510−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −12,456−100.0% | Sold out |
| Investors Asset Management of Georgia Inc | 0 | $0 | 0.00% | −10,337−100.0% | Sold out |
| DGS Capital Management, LLC | 0 | $0 | 0.00% | −10,038−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −5,225−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −2,579−100.0% | Sold out |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| NBT Bank N A | 0 | $0 | 0.00% | −1,473−100.0% | Sold out |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −1,041−100.0% | Sold out |
| McIlrath & Eck, LLC | 0 | $0 | 0.00% | −1,032−100.0% | Sold out |
| Clear Investment Research, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −415−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −279−100.0% | Sold out |
| Eukles Asset Management | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Tidemark, LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Sachetta, LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Raffa Wealth Management, LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| West Branch Capital LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| BDF-Gestion | 0 | $0 | 0.00% | −30,215−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −18,869−100.0% | Sold out |
| Insight Folios Inc | – | – | – | – | Not filed |
| PEAK6 Investments LLC | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Northwest Investment Counselors, LLC | – | – | – | – | Not filed |
| FinTrust Capital Advisors, LLC | – | – | – | – | Not filed |
| Peterson Financial Group, Inc. | – | – | – | – | Not filed |