InvescoIVZ
13F holders, Q1 2024 (March 31)494holders
10famous investors
$16.58avg. 13F price*
At the end of Q1 2024, 494 institutions reported holding Invesco Ltd. (IVZ) in their 13F filings. The largest holders were BlackRock Inc. ($901.7M), Vanguard Group Inc. ($853.7M) and Trian Fund Management ($563.1M). 10 famous investors held it, including Nelson Peltz (7.0% of Trian Fund Management's portfolio), Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.1% of AQR Capital Management's portfolio).
- Company
- Invesco Ltd.
- Sector
- Finance
- CUSIP
- G491BT108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $62.4M |
| Exits | 56 | $180.1M |
Ownership 494 holders
| BlackRock Inc. | 0.02% | Add +17.4% | 54,349,185 | $901.7M |
| Vanguard Group Inc. | 0.02% | Add +0.0% | 51,458,942 | $853.7M |
| Trian Fund Management | 7.02% | No change | 33,940,096 | $563.1M |
| State Street Corp. | 0.02% | Add +3.6% | 21,856,185 | $362.6M |
| Dimensional Fund Advisors LP | 0.07% | Add +6.8% | 14,735,162 | $244.5M |
| Geode Capital Management, LLC | 0.02% | Add +2.0% | 9,950,029 | $164.8M |
| Morgan Stanley | 0.01% | Add +23.7% | 6,124,027 | $101.6M |
| Northern Trust Corp. | 0.01% | Reduce -10.8% | 5,065,723 | $84.0M |
| Fisher Asset Management | 0.03% | Add +6.4% | 4,172,791 | $69.2M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +2.5% | 4,134,976 | $68.6M |
| Voloridge Investment Management, LLC | 0.19% | Add +356.5% | 3,111,622 | $51.6M |
| Two Sigma Advisers, LP | 0.12% | Add +105.5% | 3,080,600 | $51.1M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -15.5% | 2,804,991 | $46.5M |
| Norges Bank | 0.01% | Reduce -22.6% | 2,591,715 | $43.0M |
| Swedbank AB | 0.06% | No change | 2,500,000 | $41.5M |
| Alliancebernstein L.P. | 0.01% | Add +332.8% | 2,483,712 | $41.2M |
| Bank of New York Mellon Corp | 0.01% | Reduce -5.1% | 2,459,372 | $40.8M |
| Millennium Management | 0.03% | Reduce -12.4% | 2,345,056 | $38.9M |
| Two Sigma Investments, LP | 0.10% | Add +69.9% | 2,301,734 | $38.2M |
| Amundi | 0.02% | Add +39.5% | 2,354,223 | $35.9M |
| Bank of America Corp. | 0.00% | Add +210.6% | 2,139,079 | $35.5M |
| Barclays PLC | 0.02% | Reduce -20.1% | 2,051,796 | $34.0M |
| AQR Capital Management | 0.06% | Add +3.7% | 1,986,446 | $33.0M |
| American Century Companies Inc. | 0.02% | Add +9.0% | 1,733,980 | $28.8M |
| Letko, Brosseau & Associates Inc. | 0.48% | Reduce -0.9% | 1,654,863 | $27.5M |
| HSBC Holdings PLC | 0.02% | Add +67.6% | 1,557,795 | $25.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +4.0% | 1,497,405 | $24.8M |
| UBS Group AG | 0.01% | Reduce -17.5% | 1,394,327 | $23.1M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -48.1% | 1,321,758 | $21.9M |
| Tudor Investment Corporation | 0.25% | Add +6861.6% | 1,207,008 | $20.0M |
| Pzena Investment Management LLC | 0.06% | Reduce -0.5% | 1,114,451 | $18.5M |
| Macquarie Group Ltd. | 0.02% | Add +25581.1% | 1,104,286 | $18.3M |
| Deutsche Bank AG | 0.01% | Reduce -0.4% | 1,093,799 | $18.1M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -0.3% | 1,087,349 | $18.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.08% | Add +0.5% | 1,079,698 | $17.9M |
| First Trust Advisors LP | 0.02% | Reduce -14.3% | 1,018,098 | $16.9M |
| Citadel Advisors | 0.02% | Reduce -81.1% | 1,010,261 | $16.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.5% | 1,009,152 | $16.7M |
| D. E. Shaw & Co. | 0.02% | Add +63.9% | 985,979 | $16.4M |
| Qube Research & Technologies Ltd | 0.03% | New | 978,238 | $16.2M |
| Royal Bank of Canada | 0.00% | Reduce -4.8% | 968,532 | $16.1M |
| Renaissance Technologies | 0.02% | Add +590.6% | 897,100 | $14.9M |
| Squarepoint Ops LLC | 0.06% | Reduce -54.6% | 870,414 | $14.4M |
| BNP Paribas Financial Markets | 0.02% | Add +40.4% | 826,929 | $13.7M |
| AXA S.A. | 0.04% | Reduce -39.2% | 750,920 | $12.5M |
| Rhumbline Advisers | 0.01% | Reduce -5.8% | 702,200 | $11.6M |
| Legal & General Group Plc | 0.00% | Add +4.7% | 698,617 | $11.6M |
| Ossiam | 0.20% | Add +2712.9% | 680,157 | $11.3M |
| Swiss National Bank | 0.01% | Add +0.4% | 665,700 | $11.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -1.1% | 650,661 | $10.8M |
| California Public Employees Retirement System | 0.01% | Reduce -1.1% | 633,796 | $10.5M |
| Bank of Nova Scotia | 0.02% | Reduce -9.5% | 632,820 | $10.5M |
| Channing Capital Management, LLC | 0.28% | Add +33.0% | 632,114 | $10.5M |
| AE Wealth Management LLC | 0.12% | Reduce -18.4% | 627,024 | $10.4M |
| Marshall Wace, LLP | 0.02% | Reduce -53.3% | 566,227 | $9.4M |
| FMR LLC | 0.00% | Reduce -21.5% | 551,058 | $9.1M |
| Cerity Partners LLC | 0.02% | Add +7.7% | 538,142 | $8.9M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.03% | Reduce -32.6% | 531,436 | $8.8M |
| Thrivent Financial for Lutherans | 0.02% | Add +217.8% | 526,256 | $8.7M |
| Olstein Capital Management, L.P. | 1.40% | Reduce -3.4% | 514,946 | $8.5M |
| M&G PLC | 0.06% | — | 496,351 | $8.4M |
| Principal Financial Group Inc. | 0.00% | Add +1.0% | 506,616 | $8.4M |
| Point72 Europe (London) LLP | 0.75% | Add +964.9% | 485,700 | $8.1M |
| State Board of Administration of Florida Retirement System | 0.02% | Add +10.4% | 470,626 | $7.7M |
| GMO | 0.03% | Add +17.6% | 436,079 | $7.2M |
| Man Group plc | 0.02% | Add +244.3% | 420,940 | $7.0M |
| Credit Suisse AG/ | 0.01% | Reduce -3.4% | 411,873 | $6.8M |
| Brandywine Global Investment Management, LLC | 0.05% | Add +1.8% | 407,980 | $6.8M |
| Wesleyan Assurance Society | 0.59% | No change | 404,237 | $6.7M |
| Susquehanna Portfolio Strategies, LLC | 0.15% | Reduce -23.9% | 399,350 | $6.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -81.5% | 395,291 | $6.6M |
| Cubist Systematic Strategies, LLC | 0.07% | Add +70.9% | 393,728 | $6.5M |
| Insight Folios Inc | 2.62% | Add +2.0% | 390,278 | $6.5M |
| Bank of Montreal | 0.00% | Add +7.1% | 388,635 | $6.5M |
| New York State Teachers Retirement System | 0.01% | Reduce -15.8% | 380,292 | $6.3M |
| Storebrand Asset Management As | 0.02% | Reduce -3.8% | 364,927 | $6.1M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | Reduce -19.6% | 350,869 | $5.8M |
| California State Teachers Retirement System | 0.01% | Reduce -5.3% | 350,465 | $5.8M |
| Prudential Financial Inc. | 0.01% | Reduce -39.9% | 344,523 | $5.7M |
| Robeco Institutional Asset Management B.V. | 0.01% | Reduce -32.8% | 320,896 | $5.3M |
| Live Oak Private Wealth LLC | 0.92% | Add +4.3% | 319,199 | $5.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -11.9% | 316,789 | $5.3M |
| Cacti Asset Management LLC | 0.41% | Add +64.5% | 326,281 | $5.1M |
| Voya Investment Management LLC | 0.01% | Add +121.5% | 301,258 | $5.0M |
| South Dakota Investment Council | 0.10% | No change | 295,448 | $4.9M |
| Jump Financial, LLC | 0.13% | Add +609.7% | 295,127 | $4.9M |
| Canada Pension Plan Investment Board | 0.01% | Add +118.7% | 292,800 | $4.9M |
| Sei Investments Co. | 0.01% | Reduce -0.5% | 284,181 | $4.7M |
| Quantbot Technologies LP | 0.27% | Add +62.5% | 283,584 | $4.7M |
| APG Asset Management N.V. | 0.01% | New | 301,400 | $4.6M |
| ExodusPoint Capital Management, LP | 0.06% | New | 276,071 | $4.6M |
| Interval Partners, LP | 0.17% | Reduce -40.4% | 270,420 | $4.5M |
| Poehling Capital Management, INC. | 1.14% | Reduce -0.1% | 256,319 | $4.3M |
| New York State Common Retirement Fund | 0.01% | Reduce -17.9% | 255,955 | $4.2M |
| Gifford Fong Associates | 1.17% | No change | 255,393 | $4.2M |
| Valueworks LLC | 1.35% | Add +0.8% | 249,899 | $4.1M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Reduce -0.9% | 248,906 | $4.1M |
| American Financial Group Inc. | 1.75% | No change | 245,000 | $4.1M |
| Susquehanna International Group, LLP | 0.01% | Reduce -64.0% | 239,819 | $4.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Reduce -10.4% | 239,393 | $4.0M |
"% of holder's portfolio" is IVZ's weight in each manager's 13F, not the share of Invesco Ltd. the manager owns.