InvescoIVZ
13F holders, Q4 2024 (December 31)525holders +32
56new positions
44sold out
11famous investors
$17.49avg. 13F price*
At the end of Q4 2024, 525 institutions reported holding Invesco Ltd. (IVZ) in their 13F filings, up 32 from Q3 2024. 56 opened new positions and 44 sold out. The largest holders were Massachusetts Mutual Life Insurance Co. ($1.4B), BlackRock, Inc. ($960.7M) and Vanguard Group Inc. ($900.1M). 11 famous investors held it, including Nelson Peltz (10.4% of Trian Fund Management's portfolio), Cliff Asness (0.2% of AQR Capital Management's portfolio) and Israel Englander (0.1% 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $43.2M |
| Exits | 44 | $74.3M |
All 13F filers, Q3 2024 → Q4 2024: 27,864,219 shares bought and 14,501,037 shares sold, net +13,363,182 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 525 holders
| Massachusetts Mutual Life Insurance Co. | 79.57% | Reduce 0.0% | 81,332,319 | $1.4B |
| BlackRock, Inc. | 0.02% | Add +0.5% | 54,958,226 | $960.7M |
| Vanguard Group Inc. | 0.02% | Add +0.8% | 51,494,654 | $900.1M |
| Trian Fund Management | 10.44% | No change | 23,173,442 | $405.1M |
| State Street Corp. | 0.01% | Add +2.8% | 21,643,544 | $378.3M |
| Dimensional Fund Advisors LP | 0.08% | Add +1.4% | 20,104,545 | $351.4M |
| Geode Capital Management, LLC | 0.01% | Add +1.3% | 10,383,206 | $181.3M |
| AQR Capital Management | 0.18% | Add +38.5% | 8,145,596 | $142.4M |
| Millennium Management | 0.11% | Reduce -27.9% | 7,235,113 | $126.5M |
| Alliancebernstein L.P. | 0.04% | Add +0.5% | 6,380,191 | $111.5M |
| Northern Trust Corp. | 0.02% | Add +15.1% | 6,361,463 | $111.2M |
| Morgan Stanley | 0.01% | Add +9.0% | 5,965,019 | $104.3M |
| Fisher Asset Management | 0.03% | Reduce -0.2% | 4,533,275 | $79.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.6% | 4,423,332 | $77.3M |
| Two Sigma Advisers, LP | 0.15% | Add +14.1% | 3,768,900 | $65.9M |
| UBS Group AG | 0.01% | Add +132.6% | 3,632,451 | $63.5M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -19.7% | 3,519,770 | $61.5M |
| Deutsche Bank AG | 0.02% | Add +58.6% | 3,334,598 | $58.3M |
| Norges Bank | 0.01% | Add +37.9% | 3,287,134 | $57.5M |
| Citadel Advisors | 0.05% | Add +409.6% | 2,871,338 | $50.2M |
| Voloridge Investment Management, LLC | 0.17% | Reduce -11.7% | 2,713,138 | $47.4M |
| Barclays PLC | 0.02% | Add +12.6% | 2,662,773 | $46.5M |
| Bank of New York Mellon Corp | 0.01% | Add +4.5% | 2,613,488 | $45.7M |
| Amundi | 0.02% | Add +124.7% | 2,653,259 | $45.4M |
| Two Sigma Investments, LP | 0.10% | Reduce -14.0% | 2,333,706 | $40.8M |
| BNP Paribas Financial Markets | 0.03% | Add +51.8% | 2,150,910 | $37.6M |
| Point72 Asset Management | 0.10% | Reduce -36.5% | 2,041,010 | $35.7M |
| CIBC Private Wealth Group LLC | 0.05% | Add +2385.0% | 1,711,519 | $29.3M |
| Letko, Brosseau & Associates Inc. | 0.54% | Reduce -1.0% | 1,609,738 | $28.1M |
| Macquarie Group Ltd. | 0.03% | Add +4.3% | 1,361,568 | $23.5M |
| Nuveen Asset Management, LLC | 0.01% | Add +2.4% | 1,294,262 | $22.6M |
| JPMorgan Chase & Co. | 0.00% | Add +17.1% | 1,285,609 | $22.5M |
| Squarepoint Ops LLC | 0.06% | Reduce -22.5% | 1,245,839 | $21.8M |
| Bank of America Corp. | 0.00% | Reduce -17.7% | 1,233,234 | $21.6M |
| Swiss Life Asset Management Ltd | 0.15% | Add +435.3% | 1,180,076 | $20.6M |
| Azora Capital LP | 0.92% | Reduce -24.7% | 1,170,658 | $20.5M |
| Royal Bank of Canada | 0.00% | Add +201.1% | 1,035,657 | $18.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +13.6% | 1,033,982 | $18.1M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +965.1% | 991,281 | $17.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +4.3% | 973,351 | $17.0M |
| HSBC Holdings PLC | 0.01% | Add +45.2% | 929,511 | $16.2M |
| Allianz Asset Management GmbH | 0.02% | Add +46.8% | 919,311 | $16.1M |
| Man Group plc | 0.05% | Add +24.5% | 904,505 | $15.8M |
| Pzena Investment Management LLC | 0.05% | No change | 886,851 | $15.5M |
| AE Wealth Management LLC | 0.13% | Add +42.6% | 864,456 | $15.1M |
| Cerity Partners LLC | 0.03% | Add +10.8% | 800,198 | $14.0M |
| Qube Research & Technologies Ltd | 0.02% | Add +56.2% | 764,592 | $13.4M |
| Swiss National Bank | 0.01% | Add +0.8% | 663,800 | $11.6M |
| Canada Pension Plan Investment Board | 0.01% | Add +216.3% | 661,800 | $11.6M |
| Legal & General Group Plc | 0.00% | Add +8.4% | 659,534 | $11.5M |
| Rhumbline Advisers | 0.01% | Reduce -2.4% | 656,674 | $11.5M |
| Wealthcare Capital Management LLC | 1.11% | Reduce -5.0% | 630,545 | $11.0M |
| Channing Capital Management, LLC | 0.29% | Reduce -1.3% | 622,217 | $10.9M |
| Trexquant Investment LP | 0.12% | Reduce -11.6% | 583,253 | $10.2M |
| California Public Employees Retirement System | 0.01% | Reduce -13.1% | 546,535 | $9.6M |
| National Bank of Canada | 0.01% | Add +124.5% | 527,651 | $9.2M |
| Algert Global LLC | 0.21% | Add +5.6% | 508,157 | $8.9M |
| Principal Financial Group Inc. | 0.00% | Reduce -1.5% | 504,259 | $8.8M |
| FMR LLC | 0.00% | Reduce -2.8% | 490,425 | $8.6M |
| Ieq Capital, LLC | 0.08% | Add +635.9% | 490,242 | $8.6M |
| Olstein Capital Management, L.P. | 1.45% | Reduce -4.5% | 470,000 | $8.2M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 452,094 | $7.9M |
| Bank of Montreal | 0.00% | Add +13.6% | 437,294 | $7.6M |
| Natixis | 0.05% | Reduce -33.0% | 432,310 | $7.6M |
| Toronto Dominion Bank | 0.01% | Add +160.2% | 430,851 | $7.5M |
| LBP Am SA | 0.10% | New | 413,118 | $7.2M |
| Ameriprise Financial Inc. | 0.00% | Add +2.4% | 391,285 | $6.8M |
| Bank of Nova Scotia | 0.01% | Reduce -40.7% | 390,676 | $6.8M |
| State of Tennessee, Department of Treasury | 0.02% | Add +23.3% | 378,246 | $6.6M |
| New York State Teachers Retirement System | 0.01% | Reduce -10.7% | 373,626 | $6.5M |
| Wesleyan Assurance Society | 0.50% | Reduce -7.8% | 372,873 | $6.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | No change | 334,951 | $5.9M |
| Schonfeld Strategic Advisors LLC | 0.04% | Add +734.2% | 329,412 | $5.8M |
| Susquehanna Fundamental Investments, LLC | 0.10% | — | 328,646 | $5.7M |
| Cacti Asset Management LLC | 0.43% | No change | 326,281 | $5.7M |
| Quantinno Capital Management LP | 0.06% | Add +32.5% | 325,430 | $5.7M |
| Tudor Investment Corporation | 0.06% | Add +64.5% | 322,781 | $5.6M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +1.9% | 322,520 | $5.6M |
| Live Oak Private Wealth LLC | 0.94% | Reduce -1.3% | 320,171 | $5.6M |
| Vontobel Holding Ltd. | 0.02% | Add +14.8% | 319,650 | $5.6M |
| California State Teachers Retirement System | 0.01% | Reduce -2.8% | 317,762 | $5.6M |
| Nomura Holdings Inc. | 0.03% | Reduce -25.5% | 315,605 | $5.5M |
| Strategic Wealth Investment Group, LLC | 0.30% | New | 21,026 | $5.5M |
| South Dakota Investment Council | 0.10% | No change | 295,113 | $5.2M |
| Mackenzie Financial Corp. | 0.01% | Add +416.1% | 281,427 | $4.9M |
| Susquehanna International Group, LLP | 0.01% | Reduce -39.7% | 267,159 | $4.7M |
| Engineers Gate Manager LP | 0.08% | Add +1.9% | 263,245 | $4.6M |
| Robeco Institutional Asset Management B.V. | 0.01% | No change | 261,544 | $4.6M |
| Gifford Fong Associates | 1.10% | No change | 255,393 | $4.5M |
| Poehling Capital Management, INC. | 1.09% | Reduce -0.2% | 254,355 | $4.4M |
| American Financial Group Inc. | 2.00% | No change | 245,000 | $4.3M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Reduce -2.3% | 235,846 | $4.1M |
| New York State Common Retirement Fund | 0.01% | Reduce -4.6% | 231,990 | $4.1M |
| Citigroup Inc. | 0.00% | Reduce -18.2% | 227,069 | $4.0M |
| Mubadala Investment Co PJSC | 0.02% | New | 220,445 | $3.9M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -22.1% | 208,711 | $3.6M |
| Verition Fund Management LLC | 0.02% | Add +321.2% | 207,401 | $3.6M |
| Valueworks LLC | 1.21% | Reduce -16.1% | 207,391 | $3.6M |
| GMO | 0.01% | Add +3.3% | 203,111 | $3.6M |
| Sei Investments Co. | 0.00% | Reduce -26.3% | 202,387 | $3.5M |
"% of holder's portfolio" is IVZ's weight in each manager's 13F, not the share of Invesco Ltd. the manager owns.