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 |
|---|---|---|---|---|---|
| Greenwood Capital Associates LLC | 71,686 | $1.25M | 0.16% | −821−1.1% | Reduced |
| Harmony Asset Management LLC | 71,400 | $1.25M | 0.49% | +10,000+16.3% | Added |
| KLP Kapitalforvaltning AS | 69,400 | $1.21M | 0.01% | +69,400 | New |
| Carrera Capital Advisors | 68,712 | $1.20M | 0.28% | +68,712 | New |
| Yousif Capital Management, LLC | 65,765 | $1.15M | 0.01% | −1,227−1.8% | Reduced |
| Jones Financial Companies LLLP | 65,250 | $1.14M | 0.00% | +20,345+45.3% | Added |
| Vinva Investment Management Ltd | 40,464 | $1.14M | 0.04% | +5,143+14.6% | Added |
| Neuberger Berman Group LLC | 64,935 | $1.14M | 0.00% | −1,336−2.0% | Reduced |
| CIBC Asset Management Inc | 64,188 | $1.12M | 0.00% | +1,224+1.9% | Added |
| Lazard Asset Management LLC | 63,637 | $1.11M | 0.00% | −64,427−50.3% | Reduced |
| Entropy Technologies, LP | 62,995 | $1.10M | 0.11% | +40,195+176.3% | Added |
| Guggenheim Capital LLC | 62,325 | $1.09M | 0.01% | −22,966−26.9% | Reduced |
| Kestra Private Wealth Services, LLC | 60,098 | $1.05M | 0.02% | −1,574−2.6% | Reduced |
| First Trust Advisors LP | 59,648 | $1.04M | 0.00% | −22,761−27.6% | Reduced |
| New York Life Investment Management LLC | 58,962 | $1.03M | 0.01% | +374+0.6% | Added |
| Gold Investment Management Ltd. | 54,867 | $959.1K | 0.40% | +1,286+2.4% | Added |
| Mutual of America Capital Management LLC | 53,843 | $941.2K | 0.01% | −1,572−2.8% | Reduced |
| Rothschild Investment LLC | 52,600 | $919.4K | 0.06% | −470−0.9% | Reduced |
| PEAK6 LLC | 52,461 | $917.0K | 0.04% | +52,461 | New |
| State of Alaska, Department of Revenue | 51,241 | $895.0K | 0.01% | −1,075−2.1% | Reduced |
| Crestline Management, LP | 51,071 | $892.7K | 0.03% | +51,071 | New |
| CIBC World Markets Corp | 50,560 | $883.8K | 0.01% | −10,381−17.0% | Reduced |
| Group One Trading, L.P. | 50,409 | $881.1K | 0.03% | +50,409 | New |
| Pallas Capital Advisors LLC | 49,823 | $870.9K | 0.04% | +5,889+13.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 49,065 | $867.5K | 0.00% | +14,489+41.9% | Added |
| JustInvest LLC | 48,985 | $856.3K | 0.01% | +414+0.9% | Added |
| Hancock Whitney Corp | 48,425 | $846.5K | 0.03% | +48,425 | New |
| Y-Intercept (Hong Kong) Ltd | 48,423 | $846.4K | 0.06% | −46,089−48.8% | Reduced |
| Creative Planning | 46,761 | $817.4K | 0.00% | +12,812+37.7% | Added |
| D.A. Davidson & Co. | 46,707 | $816.4K | 0.01% | +677+1.5% | Added |
| Fox Run Management, L.L.C. | 46,448 | $811.9K | 0.15% | +17,123+58.4% | Added |
| Renaissance Technologies LLC | 45,000 | $786.6K | 0.00% | −509,300−91.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 43,864 | $767.0K | 0.00% | +19,021+76.6% | Added |
| Kestra Advisory Services, LLC | 43,443 | $759.4K | 0.00% | −6,599−13.2% | Reduced |
| ISAM Funds (UK) Ltd | 43,439 | $759.3K | 0.57% | +43,439 | New |
| Mizuho Securities USA LLC | 42,597 | $744.6K | 0.01% | +13,417+46.0% | Added |
| Advisor Group Holdings, Inc. | 41,558 | $726.5K | 0.00% | −94,107−69.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 41,493 | $725.3K | 0.03% | −12,000−22.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 41,455 | $724.6K | 0.01% | +3,165+8.3% | Added |
| Strategic Advisors LLC | 41,000 | $716.7K | 0.13% | −2,000−4.7% | Reduced |
| Holocene Advisors, LP | 40,461 | $707.3K | 0.00% | −155,889−79.4% | Reduced |
| Elevated Capital Advisors, LLC | 39,567 | $691.6K | 0.19% | −1,021−2.5% | Reduced |
| Oregon Public Employees Retirement Fund | 38,487 | $672.8K | 0.01% | +60.0% | Added |
| Los Angeles Capital Management LLC | 38,439 | $671.9K | 0.00% | +38,439 | New |
| Xponance, Inc. | 38,325 | $669.9K | 0.01% | −68,399−64.1% | Reduced |
| IMC-Chicago, LLC | 38,009 | $664.4K | 0.02% | +38,009 | New |
| Merit Financial Group, LLC | 37,281 | $651.7K | 0.01% | +37,281 | New |
| Aigen Investment Management, LP | 37,009 | $646.9K | 0.11% | +37,009 | New |
| Pacer Advisors, Inc. | 36,199 | $632.8K | 0.00% | +2,615+7.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 36,041 | $630.0K | 0.00% | +3,583+11.0% | Added |
| Stratos Wealth Partners, LTD. | 36,034 | $629.9K | 0.01% | −1,055−2.8% | Reduced |
| Mather Group, LLC. | 35,925 | $628.0K | 0.01% | +3,313+10.2% | Added |
| Colony Group, LLC | 34,934 | $610.6K | 0.00% | +13,991+66.8% | Added |
| Wealthcare Advisory Partners LLC | 34,535 | $603.7K | 0.02% | −603−1.7% | Reduced |
| Harvest Fund Management Co., Ltd | 34,363 | $601.0K | 0.03% | +34,363 | New |
| Crossmark Global Holdings, Inc. | 34,227 | $598.0K | 0.01% | −97−0.3% | Reduced |
| Sciencast Management LP | 33,873 | $592.1K | 0.16% | +33,873 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 33,374 | $583.4K | 0.00% | −11,972−26.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 32,866 | $574.5K | 0.00% | +17,500+113.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 15,698 | $571.0K | 0.10% | +2,375+17.8% | Added |
| Vestcor Inc | 32,000 | $559.0K | 0.02% | +32,000 | New |
| Public Employees Retirement Association of Colorado | 31,913 | $558.0K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 31,724 | $554.5K | 0.02% | −2,292−6.7% | Reduced |
| Sanctuary Advisors, LLC | 28,777 | $553.1K | 0.00% | −11,007−27.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 31,471 | $550.0K | 0.00% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 30,924 | $540.6K | 0.02% | −425−1.4% | Reduced |
| Retirement Planning Co of New England, Inc. | 30,884 | $539.9K | 0.26% | −1,188−3.7% | Reduced |
| NorthCrest Asset Manangement, LLC | 30,868 | $539.6K | 0.02% | +2,920+10.4% | Added |
| Standard Life Aberdeen plc | 30,714 | $536.7K | 0.00% | −3,366−9.9% | Reduced |
| Tower Research Capital LLC (TRC) | 30,633 | $535.5K | 0.01% | +9,974+48.3% | Added |
| Wolverine Trading, LLC | 30,426 | $531.8K | 0.01% | −2,609−7.9% | Reduced |
| Twinbeech Capital LP | 30,032 | $525.0K | 0.01% | +30,032 | New |
| Investors Research Corp | 29,650 | $518.3K | 0.11% | −2,075−6.5% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 28,891 | $505.0K | 0.13% | +10,354+55.9% | Added |
| CSS LLC | 28,057 | $490.4K | 0.03% | +14,450+106.2% | Added |
| MML Investors Services, LLC | 27,731 | $485.0K | 0.00% | +1,863+7.2% | Added |
| Stock Yards Bank & Trust Co | 27,692 | $484.1K | 0.02% | −390−1.4% | Reduced |
| AlphaStar Capital Management, LLC | 27,658 | $483.5K | 0.05% | +13,090+89.9% | Added |
| Hartford Investment Management Co | 27,435 | $479.6K | 0.02% | −530−1.9% | Reduced |
| Woodline Partners LP | 26,991 | $471.8K | 0.00% | +26,991 | New |
| Tennessee Valley Asset Management Partners | 26,934 | $470.8K | 0.08% | −270−1.0% | Reduced |
| NEOS Investment Management LLC | 26,206 | $458.1K | 0.01% | +6,221+31.1% | Added |
| Twin Capital Management Inc | 25,975 | $454.0K | 0.05% | −376−1.4% | Reduced |
| Equitable Holdings, Inc. | 25,622 | $447.9K | 0.00% | −1,158−4.3% | Reduced |
| Toroso Investments, LLC | 24,966 | $436.4K | 0.00% | +1,434+6.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 24,267 | $424.2K | 0.00% | +24,267 | New |
| Petrus Trust Company, LTA | 24,213 | $423.2K | 0.04% | +24,213 | New |
| Louisiana State Employees Retirement System | 24,200 | $423.0K | 0.01% | −1,100−4.3% | Reduced |
| Securian Asset Management, Inc | 24,154 | $422.2K | 0.01% | −734−2.9% | Reduced |
| Daiwa Securities Group Inc. | 24,137 | $422.0K | 0.00% | +3,381+16.3% | Added |
| Apollon Wealth Management, LLC | 23,444 | $409.8K | 0.01% | +7,986+51.7% | Added |
| Advisors Asset Management, Inc. | 23,239 | $406.2K | 0.01% | +5,173+28.6% | Added |
| CI Private Wealth, LLC | 22,046 | $385.4K | 0.00% | −20,505−48.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 21,800 | $381.1K | 0.00% | +21,800 | New |
| Allspring Global Investments Holdings, LLC | 21,424 | $378.1K | 0.00% | −942−4.2% | Reduced |
| Farther Finance Advisors, LLC | 21,417 | $374.4K | 0.01% | −101−0.5% | Reduced |
| HighTower Advisors, LLC | 21,401 | $374.1K | 0.00% | +7,062+49.3% | Added |
| New Mexico Educational Retirement Board | 21,414 | $374.0K | 0.01% | −600−2.7% | Reduced |
| Glenmede Trust Co NA | 21,379 | $373.7K | 0.00% | +333+1.6% | Added |
| Point72 (DIFC) Ltd | 21,182 | $370.3K | 0.03% | −1,903−8.2% | Reduced |