InvescoIVZ
13F holders, Q3 2024 (September 30)493holders +18
61new positions
47sold out
10famous investors
$17.56avg. 13F price*
At the end of Q3 2024, 493 institutions reported holding Invesco Ltd. (IVZ) in their 13F filings, up 18 from Q2 2024. 61 opened new positions and 47 sold out. The largest holders were Massachusetts Mutual Life Insurance Co. ($1.4B), BlackRock, Inc. ($960.0M) and Vanguard Group Inc. ($896.9M). 10 famous investors held it, including Nelson Peltz (10.5% of Trian Fund Management's portfolio), Steve Cohen (0.2% of Point72 Asset Management's portfolio) and Israel Englander (0.2% of Millennium Management's portfolio).
- Company
- Invesco Ltd.
- Sector
- Finance
- CUSIP
- G491BT108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $74.9M |
| Exits | 47 | $62.4M |
All 13F filers, Q2 2024 → Q3 2024: 26,456,468 shares bought and 21,800,055 shares sold, net +4,656,413 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 493 holders
| Massachusetts Mutual Life Insurance Co. | 83.29% | — | 81,332,339 | $1.4B |
| BlackRock, Inc. | 0.02% | — | 54,672,046 | $960.0M |
| Vanguard Group Inc. | 0.02% | Add +2.4% | 51,075,265 | $896.9M |
| Trian Fund Management | 10.46% | Reduce -14.9% | 23,173,442 | $406.9M |
| State Street Corp. | 0.02% | Add +0.7% | 21,060,533 | $369.8M |
| Dimensional Fund Advisors LP | 0.08% | Add +9.7% | 19,830,411 | $348.2M |
| Geode Capital Management, LLC | 0.01% | Add +0.9% | 10,248,480 | $179.7M |
| Millennium Management | 0.16% | Add +96.7% | 10,028,026 | $176.1M |
| Alliancebernstein L.P. | 0.04% | Add +9.0% | 6,348,337 | $111.5M |
| AQR Capital Management | 0.14% | Add +148.8% | 5,881,045 | $102.2M |
| Northern Trust Corp. | 0.02% | Reduce -3.0% | 5,526,882 | $97.1M |
| Morgan Stanley | 0.01% | Reduce -6.5% | 5,474,591 | $96.1M |
| Fisher Asset Management | 0.03% | Add +2.0% | 4,540,913 | $79.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +37.8% | 4,382,514 | $77.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.1% | 4,311,814 | $75.7M |
| Two Sigma Advisers, LP | 0.14% | Reduce -3.5% | 3,302,500 | $58.0M |
| Point72 Asset Management | 0.20% | Reduce -8.3% | 3,215,545 | $56.5M |
| Voloridge Investment Management, LLC | 0.20% | Reduce -11.8% | 3,071,476 | $53.9M |
| Two Sigma Investments, LP | 0.11% | Add +24.0% | 2,713,111 | $47.6M |
| Bank of New York Mellon Corp | 0.01% | Add +0.4% | 2,500,037 | $43.9M |
| Norges Bank | 0.01% | Add +12.4% | 2,383,967 | $41.9M |
| Barclays PLC | 0.02% | Add +1.5% | 2,364,174 | $41.5M |
| Deutsche Bank AG | 0.02% | Add +83.8% | 2,102,239 | $36.9M |
| Swedbank AB | 0.04% | Reduce -20.0% | 2,000,000 | $35.1M |
| Letko, Brosseau & Associates Inc. | 0.52% | Reduce -0.8% | 1,626,088 | $28.6M |
| Squarepoint Ops LLC | 0.09% | Add +2.0% | 1,607,951 | $28.2M |
| UBS Group AG | 0.01% | Reduce -20.0% | 1,561,628 | $27.4M |
| Azora Capital LP | 1.48% | New | 1,554,036 | $27.3M |
| Bank of America Corp. | 0.00% | Reduce -35.6% | 1,498,268 | $26.3M |
| BNP Paribas Financial Markets | 0.02% | Add +47.4% | 1,417,184 | $24.9M |
| Macquarie Group Ltd. | 0.02% | Add +3.7% | 1,305,355 | $22.9M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -1.2% | 1,264,480 | $22.2M |
| Amundi | 0.01% | Reduce -56.7% | 1,181,081 | $20.5M |
| JPMorgan Chase & Co. | 0.00% | Add +0.7% | 1,097,568 | $19.3M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -39.9% | 932,819 | $16.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +131.3% | 910,156 | $16.0M |
| Pzena Investment Management LLC | 0.05% | No change | 886,851 | $15.6M |
| Man Group plc | 0.04% | Add +358.4% | 726,404 | $12.8M |
| Cerity Partners LLC | 0.03% | Add +35.8% | 722,263 | $12.7M |
| Rhumbline Advisers | 0.01% | Reduce -3.4% | 672,781 | $11.8M |
| Wealthcare Capital Management LLC | 1.17% | New | 663,545 | $11.7M |
| Trexquant Investment LP | 0.15% | Add +756.9% | 659,745 | $11.6M |
| Bank of Nova Scotia | 0.02% | Add +233.3% | 658,678 | $11.6M |
| Swiss National Bank | 0.01% | Reduce -0.7% | 658,600 | $11.6M |
| Natixis | 0.07% | Add +23.2% | 645,460 | $11.3M |
| HSBC Holdings PLC | 0.01% | Reduce -47.5% | 640,253 | $11.2M |
| Channing Capital Management, LLC | 0.28% | Add +0.4% | 630,480 | $11.1M |
| California Public Employees Retirement System | 0.01% | Add +4.6% | 629,218 | $11.0M |
| Allianz Asset Management GmbH | 0.02% | Add +75.9% | 626,048 | $11.0M |
| Legal & General Group Plc | 0.00% | Add +5.2% | 608,303 | $10.7M |
| AE Wealth Management LLC | 0.10% | Reduce -1.7% | 606,179 | $10.6M |
| Citadel Advisors | 0.01% | Reduce -55.3% | 563,489 | $9.9M |
| Renaissance Technologies | 0.01% | Reduce -18.8% | 554,300 | $9.7M |
| Principal Financial Group Inc. | 0.00% | Add +3.3% | 511,850 | $9.0M |
| FMR LLC | 0.00% | Reduce -0.6% | 504,626 | $8.9M |
| ExodusPoint Capital Management, LP | 0.09% | Add +1556.7% | 497,145 | $8.7M |
| Olstein Capital Management, L.P. | 1.47% | Reduce -4.5% | 491,996 | $8.6M |
| Qube Research & Technologies Ltd | 0.02% | New | 489,397 | $8.6M |
| Algert Global LLC | 0.23% | Add +1207.8% | 481,270 | $8.5M |
| State Board of Administration of Florida Retirement System | 0.02% | Add +6.1% | 452,094 | $7.9M |
| Susquehanna International Group, LLP | 0.01% | Add +1.4% | 442,765 | $7.8M |
| Nomura Holdings Inc. | 0.06% | Add +191.7% | 423,574 | $7.4M |
| Insight Folios Inc | 2.65% | Add +6.2% | 422,711 | $7.4M |
| New York State Teachers Retirement System | 0.02% | Reduce -0.2% | 418,383 | $7.3M |
| Wesleyan Assurance Society | 0.56% | No change | 404,237 | $7.1M |
| Jump Financial, LLC | 0.15% | Add +41.9% | 393,714 | $6.9M |
| Bank of Montreal | 0.00% | Reduce -0.2% | 385,056 | $6.8M |
| Ameriprise Financial Inc. | 0.00% | Add +11.7% | 382,267 | $6.7M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | Reduce -0.6% | 364,169 | $6.4M |
| Susquehanna Portfolio Strategies, LLC | 0.42% | Reduce -6.7% | 349,581 | $6.1M |
| Royal Bank of Canada | 0.00% | Reduce -32.3% | 343,953 | $6.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | No change | 334,951 | $5.9M |
| California State Teachers Retirement System | 0.01% | Reduce -4.3% | 326,789 | $5.7M |
| Cacti Asset Management LLC | 0.43% | No change | 326,281 | $5.7M |
| Live Oak Private Wealth LLC | 0.92% | Add +1.9% | 324,484 | $5.7M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -0.9% | 316,504 | $5.6M |
| State of Tennessee, Department of Treasury | 0.02% | Add +106.0% | 306,866 | $5.4M |
| Brandywine Global Investment Management, LLC | 0.04% | Add +50.5% | 299,579 | $5.3M |
| South Dakota Investment Council | 0.10% | No change | 295,113 | $5.2M |
| Vontobel Holding Ltd. | 0.02% | New | 278,396 | $4.9M |
| Citigroup Inc. | 0.00% | Reduce -14.3% | 277,652 | $4.9M |
| Sei Investments Co. | 0.01% | Reduce -3.4% | 274,684 | $4.8M |
| Truist Financial Corp. | 0.01% | Add +30.5% | 272,689 | $4.8M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -52.4% | 268,089 | $4.7M |
| Storebrand Asset Management As | 0.01% | Reduce -1.1% | 261,701 | $4.6M |
| Robeco Institutional Asset Management B.V. | 0.01% | Add +53.2% | 261,544 | $4.6M |
| Engineers Gate Manager LP | 0.09% | Add +174.8% | 258,361 | $4.5M |
| Gifford Fong Associates | 1.12% | No change | 255,393 | $4.5M |
| Poehling Capital Management, INC. | 1.14% | Reduce -0.8% | 254,867 | $4.5M |
| Valueworks LLC | 1.38% | Reduce -1.1% | 247,229 | $4.3M |
| Quantinno Capital Management LP | 0.06% | Add +13.4% | 245,532 | $4.3M |
| American Financial Group Inc. | 1.95% | No change | 245,000 | $4.3M |
| New York State Common Retirement Fund | 0.01% | Reduce -5.4% | 243,290 | $4.3M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Reduce -1.8% | 241,271 | $4.2M |
| National Bank of Canada | 0.01% | Add +19.0% | 235,020 | $4.1M |
| American Century Companies Inc. | 0.00% | Reduce -86.6% | 223,764 | $3.9M |
| Swiss Life Asset Management Ltd | 0.04% | Reduce -1.4% | 220,449 | $3.9M |
| Canada Pension Plan Investment Board | 0.00% | No change | 209,200 | $3.7M |
| Wells Fargo & Company | 0.00% | Reduce -0.7% | 199,431 | $3.5M |
| Stifel Financial Corp. | 0.00% | Reduce -17.9% | 199,347 | $3.5M |
"% of holder's portfolio" is IVZ's weight in each manager's 13F, not the share of Invesco Ltd. the manager owns.