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 |
|---|---|---|---|---|---|
| Private Advisor Group, LLC | 21,036 | $367.7K | 0.00% | −8,745−29.4% | Reduced |
| Maryland State Retirement & Pension System | 20,871 | $364.8K | 0.01% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 20,709 | $362.0K | 0.14% | +1,614+8.5% | Added |
| Norinchukin Bank, The | 20,522 | $358.7K | 0.01% | +1,966+10.6% | Added |
| ING Groep NV | 20,313 | $355.1K | 0.00% | +20,313 | New |
| LGT Group Foundation | 20,279 | $354.5K | 0.01% | +5,644+38.6% | Added |
| Frank, Rimerman Advisors LLC | 20,231 | $353.6K | 0.03% | +20,231 | New |
| Utah Retirement Systems | 20,000 | $349.6K | 0.00% | 00.0% | Unchanged |
| Element Wealth, LLC | 19,755 | $345.3K | 0.18% | +88+0.4% | Added |
| GTS Securities LLC | 19,228 | $336.1K | 0.02% | −26,112−57.6% | Reduced |
| Signaturefd, LLC | 19,209 | $335.8K | 0.01% | −1,102−5.4% | Reduced |
| GAMMA Investing LLC | 18,902 | $330.4K | 0.03% | +2,705+16.7% | Added |
| Paragon Capital Management Ltd | 18,735 | $327.5K | 0.07% | −225−1.2% | Reduced |
| Ethic Inc. | 18,356 | $320.9K | 0.01% | −989−5.1% | Reduced |
| Bridgefront Capital, LLC | 18,283 | $319.6K | 0.11% | +18,283 | New |
| Wedmont Private Capital | 18,998 | $310.8K | 0.02% | +2,684+16.5% | Added |
| EPG Wealth Management LLC | 17,705 | $309.5K | 0.08% | −346−1.9% | Reduced |
| Fifth Third Bancorp | 17,598 | $307.6K | 0.00% | −79−0.4% | Reduced |
| MAI Capital Management | 17,579 | $307.3K | 0.00% | −97−0.5% | Reduced |
| Chicago Partners Investment Group LLC | 17,315 | $296.4K | 0.01% | +17,315 | New |
| Numerai GP LLC | 16,887 | $295.2K | 0.08% | −6,452−27.6% | Reduced |
| Cornercap Investment Counsel Inc | 16,755 | $292.9K | 0.09% | 00.0% | Unchanged |
| Forum Financial Management, LP | 16,481 | $288.1K | 0.00% | +16,481 | New |
| International Private Wealth Advisors LLC | 16,193 | $283.0K | 0.28% | +118+0.7% | Added |
| Beacon Investment Advisory Services, Inc. | 16,087 | $281.2K | 0.01% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 15,710 | $274.6K | 0.00% | +1,561+11.0% | Added |
| Kovitz Investment Group Partners, LLC | 15,658 | $273.7K | 0.00% | +447+2.9% | Added |
| Eagle Rock Investment Company, LLC | 15,175 | $265.3K | 0.04% | 00.0% | Unchanged |
| Headlands Technologies LLC | 15,158 | $265.0K | 0.03% | +9,870+186.6% | Added |
| Burney Co | 14,452 | $252.6K | 0.01% | +3,513+32.1% | Added |
| Moore Capital Management, LP | 14,278 | $249.6K | 0.00% | +14,278 | New |
| Nomura Asset Management Co Ltd | 14,255 | $249.2K | 0.00% | +1,367+10.6% | Added |
| Holcombe Financial, Inc. | 14,080 | $246.1K | 0.20% | +14,080 | New |
| Greenleaf Trust | 13,996 | $244.7K | 0.00% | −357−2.5% | Reduced |
| Buckingham Strategic Partners | 13,677 | $239.1K | 0.00% | +13,677 | New |
| Stonebridge Capital Advisors LLC | 13,625 | $238.2K | 0.02% | −130−0.9% | Reduced |
| Keebeck Alpha, LP | 13,560 | $237.0K | 0.25% | +13,560 | New |
| TownSquare Capital, LLC | 13,375 | $233.8K | 0.00% | +13,375 | New |
| Dorsey & Whitney Trust CO LLC | 13,347 | $233.3K | 0.01% | +482+3.7% | Added |
| Everence Capital Management Inc | 13,310 | $233.0K | 0.02% | +13,310 | New |
| Leonteq Securities AG | 13,170 | $230.2K | 0.02% | +1,006+8.3% | Added |
| Keystone Financial Group | 12,953 | $226.4K | 0.02% | −52−0.4% | Reduced |
| Allworth Financial LP | 12,927 | $225.2K | 0.00% | +10,527+438.6% | Added |
| US Bancorp | 12,818 | $224.1K | 0.00% | −2,644−17.1% | Reduced |
| Aviance Capital Partners, LLC | 12,802 | $223.8K | 0.03% | −55,289−81.2% | Reduced |
| V-Square Quantitative Management LLC | 12,796 | $223.7K | 0.03% | −1,596−11.1% | Reduced |
| Oxford Financial Group Ltd | 12,773 | $223.3K | 0.01% | −169−1.3% | Reduced |
| United Services Automobile Association | 12,727 | $222.5K | 0.01% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 12,672 | $221.5K | 0.01% | +12,672 | New |
| GWM Advisors LLC | 12,561 | $219.6K | 0.00% | +12,387+7,119.0% | Added |
| United Capital Financial Advisers, LLC | 12,509 | $218.7K | 0.00% | −447−3.5% | Reduced |
| Capital Performance Advisors LLP | 12,476 | $218.1K | 0.07% | +5,003+66.9% | Added |
| Envestnet Asset Management Inc | 12,426 | $217.2K | 0.00% | −289−2.3% | Reduced |
| M&T Bank Corp | 12,345 | $215.8K | 0.00% | −1,863−13.1% | Reduced |
| LifeWealth Investments, LLC | 12,318 | $215.3K | 0.14% | +12,318 | New |
| Claro Advisors LLC | 12,300 | $215.0K | 0.03% | −3,836−23.8% | Reduced |
| Natixis Advisors, L.P. | 12,234 | $214.0K | 0.00% | +12,234 | New |
| Sym Financial Corp | 12,029 | $210.3K | 0.03% | +12,029 | New |
| Novare Capital Management LLC | 12,000 | $209.8K | 0.02% | 00.0% | Unchanged |
| Commerce Bank | 11,943 | $208.8K | 0.00% | +350+3.0% | Added |
| EP Wealth Advisors, LLC | 11,685 | $204.3K | 0.00% | +1,107+10.5% | Added |
| Iron Financial, LLC | 11,578 | $202.4K | 0.11% | +340+3.0% | Added |
| Harbour Investments, Inc. | 11,562 | $202.1K | 0.01% | −83−0.7% | Reduced |
| Shell Asset Management Co | 11,535 | $202.0K | 0.01% | 00.0% | Unchanged |
| Magnetar Financial LLC | 11,363 | $198.6K | 0.00% | +28+0.2% | Added |
| Perigon Wealth Management, LLC | 11,753 | $198.3K | 0.00% | +390+3.4% | Added |
| Avantax Advisory Services, Inc. | 11,133 | $194.6K | 0.00% | +710+6.8% | Added |
| Coldstream Capital Management Inc | 11,072 | $193.5K | 0.00% | +262+2.4% | Added |
| Prelude Capital Management, LLC | 11,020 | $192.6K | 0.02% | +11,020 | New |
| SG Americas Securities, LLC | 10,908 | $191.0K | 0.00% | −10,789−49.7% | Reduced |
| CX Institutional | 10,802 | $188.8K | 0.01% | +10,802 | New |
| Meridian Wealth Advisors, LLC | 10,798 | $188.7K | 0.03% | 00.0% | Unchanged |
| XTX Topco Ltd | 10,692 | $186.9K | 0.02% | −35,014−76.6% | Reduced |
| Moors & Cabot, Inc. | 10,504 | $183.6K | 0.01% | −1,604−13.2% | Reduced |
| Panagora Asset Management Inc | 10,110 | $176.7K | 0.00% | +10,110 | New |
| Poinciana Advisors Group, LLC | 10,001 | $174.8K | 0.18% | +10,001 | New |
| Capstone Investment Advisors, LLC | 9,876 | $172.6K | 0.00% | −8,737−46.9% | Reduced |
| DekaBank Deutsche Girozentrale | 9,528 | $166.0K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 9,320 | $162.9K | 0.16% | +9,320 | New |
| Point72 Hong Kong Ltd | 7,598 | $132.8K | 0.01% | +7,598 | New |
| SBI Securities Co., Ltd. | 7,011 | $122.6K | 0.00% | +7,011 | New |
| Hoertkorn Richard Charles | 7,000 | $122.4K | 0.05% | −667−8.7% | Reduced |
| MUFG Securities Americas Inc. | 6,634 | $116.0K | 0.01% | +6,634 | New |
| Danske Bank A/S | 6,500 | $113.6K | 0.00% | −2,000−23.5% | Reduced |
| MCF Advisors LLC | 6,296 | $110.0K | 0.01% | −21−0.3% | Reduced |
| Horizon Investments, LLC | 6,220 | $108.7K | 0.00% | +88+1.4% | Added |
| Caldwell Trust Co | 5,646 | $98.7K | 0.01% | −2,369−29.6% | Reduced |
| Exchange Traded Concepts, LLC | 5,468 | $95.6K | 0.00% | −922−14.4% | Reduced |
| True Wealth Design, LLC | 5,183 | $90.6K | 0.04% | +801+18.3% | Added |
| Ameritas Investment Partners, Inc. | 4,888 | $85.4K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 4,665 | $81.5K | 0.02% | −790−14.5% | Reduced |
| Quent Capital, LLC | 4,316 | $75.4K | 0.01% | +10+0.2% | Added |
| United Community Bank | 4,066 | $71.1K | 0.03% | −115−2.8% | Reduced |
| Truvestments Capital LLC | 3,938 | $68.8K | 0.02% | −371−8.6% | Reduced |
| EverSource Wealth Advisors, LLC | 3,737 | $65.3K | 0.00% | +2,136+133.4% | Added |
| Covestor Ltd | 3,695 | $65.0K | 0.04% | −899−19.6% | Reduced |
| Parallel Advisors, LLC | 3,652 | $63.8K | 0.00% | +394+12.1% | Added |
| Evelyn Partners Investment Management LLP | 3,612 | $63.1K | 0.00% | +3,612 | New |
| TD Private Client Wealth LLC | 3,583 | $62.6K | 0.00% | −108−2.9% | Reduced |
| Assetmark, Inc | 3,496 | $61.1K | 0.00% | +2,770+381.5% | Added |