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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 191,905 | $3.35M | 0.00% | −3,215−1.6% | Reduced |
| Franklin Resources Inc | 191,441 | $3.35M | 0.00% | +63,664+49.8% | Added |
| Wells Fargo & Company | 190,664 | $3.33M | 0.00% | −8,767−4.4% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 188,594 | $3.30M | 0.01% | +188,594 | New |
| Storebrand Asset Management AS | 183,361 | $3.21M | 0.01% | −78,340−29.9% | Reduced |
| Stifel Financial Corp | 181,879 | $3.18M | 0.00% | −17,468−8.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 178,857 | $3.13M | 0.01% | +50,139+39.0% | Added |
| Jump Financial, LLC | 177,610 | $3.10M | 0.07% | −216,104−54.9% | Reduced |
| ProShare Advisors LLC | 174,294 | $3.05M | 0.01% | −962−0.5% | Reduced |
| Rathbone Brothers plc | 172,180 | $3.01M | 0.01% | +149,638+663.8% | Added |
| Alaska Permanent Fund Corp | 171,220 | $2.99M | 0.04% | 00.0% | Unchanged |
| Continental Advisors LLC | 170,290 | $2.98M | 2.26% | −4,650−2.7% | Reduced |
| Rafferty Asset Management, LLC | 170,159 | $2.97M | 0.01% | +3,022+1.8% | Added |
| Prana Capital Management, LP | 169,367 | $2.96M | 0.14% | +169,367 | New |
| Janus Henderson Group PLC | 169,074 | $2.96M | 0.00% | −5,870−3.4% | Reduced |
| CWM, LLC | 162,572 | $2.84M | 0.01% | +57,393+54.6% | Added |
| Van Eck Associates Corp | 161,758 | $2.83M | 0.00% | +2,316+1.5% | Added |
| Treasurer of the State of North Carolina | 160,661 | $2.81M | 0.01% | +1,010+0.6% | Added |
| Nisa Investment Advisors, LLC | 158,490 | $2.77M | 0.01% | −371−0.2% | Reduced |
| Victory Capital Management Inc | 156,691 | $2.74M | 0.00% | +15,222+10.8% | Added |
| Gabelli Funds LLC | 155,000 | $2.71M | 0.02% | 00.0% | Unchanged |
| Great West Life Assurance Co | 153,250 | $2.68M | 0.00% | +835+0.5% | Added |
| Cubist Systematic Strategies, LLC | 152,344 | $2.66M | 0.04% | −18,312−10.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 140,964 | $2.46M | 0.00% | +58,361+70.7% | Added |
| Savant Capital, LLC | 139,522 | $2.44M | 0.02% | +5,323+4.0% | Added |
| American Century Companies Inc | 137,624 | $2.41M | 0.00% | −86,140−38.5% | Reduced |
| Redwood Investment Management, LLC | 135,486 | $2.37M | 0.23% | −26,688−16.5% | Reduced |
| Jane Street Group, LLC | 133,468 | $2.33M | 0.00% | +85,327+177.2% | Added |
| Public Employees Retirement System of Ohio | 133,303 | $2.33M | 0.01% | −8,855−6.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 132,206 | $2.31M | 0.02% | +132,206 | New |
| Erste Asset Management GmbH | 130,184 | $2.30M | 0.03% | +22,788+21.2% | Added |
| Versor Investments LP | 131,100 | $2.29M | 0.40% | +80,900+161.2% | Added |
| Marshall Wace, LLP | 128,968 | $2.25M | 0.00% | +90,604+236.2% | Added |
| Systematic Alpha Investments, LLC | 126,193 | $2.21M | 0.08% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 125,711 | $2.20M | 0.01% | +109,582+679.4% | Added |
| Simplex Trading, LLC | 125,734 | $2.20M | 0.06% | −37,901−23.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 125,300 | $2.19M | 0.00% | +125,300 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 122,269 | $2.14M | 0.02% | −1,761−1.4% | Reduced |
| State of Michigan Retirement System | 121,998 | $2.13M | 0.01% | −600−0.5% | Reduced |
| QRG Capital Management, Inc. | 121,934 | $2.13M | 0.02% | +4,195+3.6% | Added |
| State of New Jersey Common Pension Fund D | 121,550 | $2.12M | 0.01% | +6,092+5.3% | Added |
| Econ Financial Services Corp | 121,534 | $2.12M | 1.22% | +69,217+132.3% | Added |
| Venture Visionary Partners LLC | 121,270 | $2.12M | 0.09% | +25,847+27.1% | Added |
| STRS Ohio | 120,773 | $2.11M | 0.01% | +5,924+5.2% | Added |
| Voya Investment Management LLC | 118,786 | $2.08M | 0.00% | −67,618−36.3% | Reduced |
| MetLife Investment Management | 117,477 | $2.05M | 0.01% | +1,952+1.7% | Added |
| Public Sector Pension Investment Board | 116,585 | $2.04M | 0.01% | +38,134+48.6% | Added |
| Pathstone Holdings, LLC | 115,843 | $2.02M | 0.01% | +7,789+7.2% | Added |
| Raymond James Financial Inc | 113,188 | $1.98M | 0.00% | +113,188 | New |
| HRT Financial LP | 112,429 | $1.97M | 0.01% | +14,270+14.5% | Added |
| Quantbot Technologies LP | 106,920 | $1.87M | 0.07% | +26,704+33.3% | Added |
| The PNC Financial Services Group, Inc. | 105,873 | $1.85M | 0.00% | +3,747+3.7% | Added |
| Corebridge Financial, Inc. | 105,836 | $1.85M | 0.01% | −5,263−4.7% | Reduced |
| Russell Investments Group, Ltd. | 105,194 | $1.84M | 0.00% | +19,904+23.3% | Added |
| Federation des caisses Desjardins du Quebec | 105,043 | $1.84M | 0.01% | +7,450+7.6% | Added |
| Aquatic Capital Management LLC | 105,019 | $1.84M | 0.05% | +105,019 | New |
| Credit Agricole S A | 103,878 | $1.82M | 0.01% | +97,605+1,556.0% | Added |
| Teza Capital Management LLC | 99,869 | $1.75M | 0.26% | +72,141+260.2% | Added |
| ARGA Investment Management, LP | 99,080 | $1.73M | 0.06% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 98,025 | $1.71M | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 97,956 | $1.71M | 0.01% | +812+0.8% | Added |
| Pictet Asset Management Holding SA | 97,935 | $1.71M | 0.00% | +3,508+3.7% | Added |
| Truist Financial Corp | 97,929 | $1.71M | 0.00% | −174,760−64.1% | Reduced |
| Mariner, LLC | 97,895 | $1.71M | 0.00% | +16,299+20.0% | Added |
| Czech National Bank | 97,448 | $1.70M | 0.02% | +5,779+6.3% | Added |
| Baird Financial Group, Inc. | 97,394 | $1.70M | 0.00% | +1,556+1.6% | Added |
| Retirement Systems of Alabama | 97,305 | $1.70M | 0.01% | −1,140−1.2% | Reduced |
| Prudential Financial Inc | 96,788 | $1.69M | 0.00% | −28,447−22.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 95,564 | $1.67M | 0.01% | −2,397−2.4% | Reduced |
| Commonwealth Equity Services, LLC | 95,150 | $1.66M | 0.00% | −2,422−2.5% | Reduced |
| Brandywine Global Investment Management, LLC | 93,556 | $1.64M | 0.01% | −206,023−68.8% | Reduced |
| D. E. Shaw & Co., Inc. | 92,195 | $1.61M | 0.00% | −18,992−17.1% | Reduced |
| AXA S.A. | 91,219 | $1.59M | 0.00% | +91,219 | New |
| Highland Capital Management, LLC | 90,525 | $1.58M | 0.09% | −3,025−3.2% | Reduced |
| KBC Group NV | 89,999 | $1.57M | 0.00% | +65,285+264.2% | Added |
| Bessemer Group Inc | 89,904 | $1.57M | 0.00% | +4,233+4.9% | Added |
| State of Wisconsin Investment Board | 89,817 | $1.57M | 0.00% | +55,076+158.5% | Added |
| Bridgewater Associates, LP | 88,703 | $1.55M | 0.01% | +88,703 | New |
| UniSuper Management Pty Ltd | 88,545 | $1.55M | 0.01% | +3,227+3.8% | Added |
| Janney Montgomery Scott LLC | 88,446 | $1.55M | 0.00% | +40,246+83.5% | Added |
| Wealthfront Advisers LLC | 87,618 | $1.53M | 0.00% | +1,424+1.7% | Added |
| Qsemble Capital Management, LP | 85,976 | $1.50M | 0.20% | +69,545+423.3% | Added |
| Asset Management One Co.,Ltd. | 83,108 | $1.47M | 0.01% | +74,518+867.5% | Added |
| Amalgamated Bank | 82,384 | $1.44M | 0.01% | −1,735−2.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 82,170 | $1.44M | 0.01% | +3,718+4.7% | Added |
| TD Asset Management Inc | 80,878 | $1.41M | 0.00% | −2,667−3.2% | Reduced |
| Kiker Wealth Management, LLC | 80,637 | $1.41M | 1.14% | +80,637 | New |
| Cetera Investment Advisers | 78,995 | $1.38M | 0.00% | −6,032−7.1% | Reduced |
| Sterling Capital Management LLC | 78,881 | $1.38M | 0.02% | +64,951+466.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 77,745 | $1.36M | 0.00% | +7,076+10.0% | Added |
| Handelsbanken Fonder AB | 77,000 | $1.35M | 0.01% | +1,200+1.6% | Added |
| Mercer Global Advisors Inc | 76,279 | $1.33M | 0.00% | +9,946+15.0% | Added |
| Vident Advisory, LLC | 75,258 | $1.32M | 0.02% | −4,535−5.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 75,168 | $1.31M | 0.10% | −20,244−21.2% | Reduced |
| Lecap Asset Management Ltd | 74,782 | $1.31M | 0.35% | +33,489+81.1% | Added |
| Impax Asset Management Group plc | 74,673 | $1.31M | 0.01% | +18,173+32.2% | Added |
| Walleye Trading LLC | 74,356 | $1.30M | 0.03% | +74,356 | New |
| Mork Capital Management, LLC | 73,400 | $1.28M | 0.84% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 72,746 | $1.27M | 0.00% | +1,802+2.5% | Added |
| Captrust Financial Advisors | 71,748 | $1.25M | 0.00% | +15,534+27.6% | Added |