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 |
|---|---|---|---|---|---|
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4,097 | $53.3K | 0.01% | +20.0% | Added |
| Resona Asset Management Co.,Ltd. | 2,953 | $52.2K | 0.00% | +512+21.0% | Added |
| Capital Analysts, LLC | 2,864 | $50.0K | 0.00% | +381+15.3% | Added |
| Caitong International Asset Management Co., Ltd | 2,741 | $47.9K | 0.05% | +2,741 | New |
| Silvant Capital Management LLC | 2,649 | $46.3K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 2,585 | $45.2K | 0.00% | +30+1.2% | Added |
| Crews Bank & Trust | 2,525 | $44.1K | 0.01% | +2,525 | New |
| Principal Securities, Inc. | 2,483 | $43.4K | 0.00% | −108−4.2% | Reduced |
| Aster Capital Management (DIFC) Ltd | 2,379 | $41.6K | 0.02% | +1,531+180.5% | Added |
| Colonial Trust Co | 2,171 | $37.9K | 0.01% | +2,171 | New |
| HHM Wealth Advisors, LLC | 2,107 | $36.8K | 0.01% | −293−12.2% | Reduced |
| Pinnacle Bancorp, Inc. | 2,000 | $35.0K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,985 | $34.7K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,973 | $34.0K | 0.00% | +803+68.6% | Added |
| Deseret Mutual Benefit Administrators | 1,824 | $31.9K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,751 | $31.0K | 0.01% | −285−14.0% | Reduced |
| Umb Bank N A | 1,770 | $30.9K | 0.00% | +280+18.8% | Added |
| Manchester Capital Management LLC | 1,710 | $29.9K | 0.00% | −19−1.1% | Reduced |
| Optimum Investment Advisors | 1,600 | $28.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,561 | $27.3K | 0.00% | +11+0.7% | Added |
| Whittier Trust Co | 1,545 | $27.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,353 | $23.6K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,279 | $22.4K | 0.00% | +677+112.5% | Added |
| IFP Advisors, Inc | 1,262 | $22.1K | 0.00% | +718+132.0% | Added |
| Massmutual Trust Co FSB | 1,257 | $22.0K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 1,123 | $19.8K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 1,123 | $19.6K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,090 | $19.1K | 0.00% | +232+27.0% | Added |
| Penserra Capital Management LLC | 1,137 | $19.0K | 0.00% | +1,137 | New |
| Cromwell Holdings LLC | 1,001 | $17.5K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,000 | $17.5K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 960 | $16.8K | 0.00% | −63−6.2% | Reduced |
| SRS Capital Advisors, Inc. | 959 | $16.8K | 0.00% | +41+4.5% | Added |
| Rosenberg Matthew Hamilton | 950 | $16.6K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 934 | $16.3K | 0.01% | −700−42.8% | Reduced |
| Hexagon Capital Partners LLC | 924 | $16.2K | 0.00% | +102+12.4% | Added |
| Versant Capital Management, Inc | 846 | $14.8K | 0.00% | +175+26.1% | Added |
| Global X Japan Co., Ltd. | 796 | $13.9K | 0.00% | +163+25.8% | Added |
| Parkside Financial Bank & Trust | 775 | $13.5K | 0.00% | +53+7.3% | Added |
| Salem Investment Counselors Inc | 750 | $13.1K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 734 | $12.8K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 705 | $12.3K | 0.01% | +705 | New |
| Federated Hermes, Inc. | 687 | $12.0K | 0.00% | −108−13.6% | Reduced |
| Quarry LP | 669 | $11.7K | 0.00% | +669 | New |
| Huntington National Bank | 653 | $11.4K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 625 | $10.9K | 0.00% | −23−3.5% | Reduced |
| Ronald Blue Trust, Inc. | 596 | $10.4K | 0.00% | −6,187−91.2% | Reduced |
| Elequin Capital LP | 570 | $9.96K | 0.00% | −583−50.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 567 | $9.91K | 0.00% | −43−7.0% | Reduced |
| Dogwood Wealth Management LLC | 472 | $8.24K | 0.00% | +472 | New |
| Avion Wealth | 500 | $8.00K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 446 | $7.80K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 433 | $7.57K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 407 | $7.11K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 400 | $6.99K | 0.00% | −374−48.3% | Reduced |
| Raleigh Capital Management Inc. | 372 | $6.50K | 0.00% | +195+110.2% | Added |
| JFS Wealth Advisors, LLC | 352 | $6.15K | 0.00% | +8+2.3% | Added |
| Hemington Wealth Management | 359 | $6.00K | 0.00% | +104+40.8% | Added |
| First Horizon Advisors, Inc. | 336 | $5.88K | 0.00% | +1+0.3% | Added |
| Transce3nd, LLC | 300 | $5.24K | 0.00% | +300 | New |
| Tucker Asset Management LLC | 234 | $5.21K | 0.00% | +234 | New |
| Cape Investment Advisory, Inc. | 294 | $5.14K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 288 | $5.03K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 267 | $4.67K | 0.00% | −212−44.3% | Reduced |
| Boyd Watterson Asset Management LLC | 267 | $4.67K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 266 | $4.65K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 257 | $4.49K | 0.00% | +105+69.1% | Added |
| Cornerstone Planning Group LLC | 247 | $4.38K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 247 | $4.32K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 239 | $4.18K | 0.00% | +239 | New |
| Global Retirement Partners, LLC | 200 | $3.50K | 0.00% | −51−20.3% | Reduced |
| WealthCollab, LLC | 179 | $3.13K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 211 | $3.00K | 0.00% | +211 | New |
| Jackson, Grant Investment Advisers, Inc. | 171 | $2.99K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 161 | $2.81K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 152 | $2.66K | 0.00% | +30+24.6% | Added |
| Prestige Wealth Management Group LLC | 118 | $2.06K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 115 | $2.01K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 126 | $2.00K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 112 | $1.96K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 107 | $1.87K | 0.00% | +107 | New |
| Spire Wealth Management | 98 | $1.71K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 97 | $1.70K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 96 | $1.68K | 0.00% | +5+5.5% | Added |
| MV Capital Management, Inc. | 94 | $1.64K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 92 | $1.61K | 0.00% | −9−8.9% | Reduced |
| CVA Family Office, LLC | 86 | $1.50K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 80 | $1.40K | 0.00% | +80 | New |
| Whittier Trust Co of Nevada Inc | 80 | $1.40K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 77 | $1.35K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 69 | $1.21K | 0.00% | +69 | New |
| Sierra Ocean, LLC | 66 | $1.17K | 0.00% | +66 | New |
| Dunhill Financial, LLC | 66 | $1.16K | 0.00% | +25+61.0% | Added |
| Zions Bancorporation, N.A. | 64 | $1.12K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 60 | $1.05K | 0.00% | +60 | New |
| Caitlin John, LLC | 53 | $926 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 51 | $892 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 51 | $891 | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 50 | $874 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 45 | $787 | 0.00% | 00.0% | Unchanged |