Institutional Ownership Invesco Ltd. (IVZ)
This table provides information about the institutional ownership of Invesco Ltd. (IVZ). We have compiled data on the 631 institutions that hold shares in the stock, with a total of 329 Million shares, which have been reported (via 13F filing form) to have a value of $7.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oregon Public Employees Retirement Fund
|
Oct 23, 2025 Q3 2025 |
51,035
shares
|
$1.2 Million
0.02% of portfolio
|
Q3 2025
Added 32.19%
|
|
|
Elo Mutual Pension Insurance CO
|
Nov 12, 2025 Q3 2025 |
50,323
shares
|
$1.18 Million
0.02% of portfolio
|
Q3 2025
Added 13.39%
|
|
|
Wbi Investments, Inc.
|
Nov 20, 2025 Q3 2025 |
49,782
shares
|
$1.17 Million
0.31% of portfolio
|
Q3 2025
Reduced 54.45%
|
|
|
Jackson Creek Investment Advisors LLC
|
Nov 04, 2025 Q3 2025 |
49,261
shares
|
$1.16 Million
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
48,424
shares
|
$1.14 Million
0.02% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Oct 31, 2025 Q3 2025 |
48,343
shares
|
$1.14 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.81%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
48,132
shares
|
$1.13 Million
0.1% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
State Of Alaska, Department Of Revenue
|
Oct 23, 2025 Q3 2025 |
48,129
shares
|
$1.13 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.29%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
46,844
shares
|
$1.1 Million
0.06% of portfolio
|
Q3 2025
Added 8.84%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Nov 10, 2025 Q3 2025 |
46,809
shares
|
$1.1 Million
0.46% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
Nov 13, 2025 Q3 2025 |
46,467
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 17, 2025 Q3 2025 |
45,270
shares
|
$1.06 Million
0.04% of portfolio
|
Q3 2025
Reduced 79.75%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
44,440
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2025
Added 13.79%
|
|
|
Weiss Asset Management LP
Boston, MA |
Nov 14, 2025 Q3 2025 |
44,430
shares
|
$1.04 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
44,143
shares
|
$1.04 Million
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
41,964
shares
|
$986,993
0.01% of portfolio
|
Q3 2025
Added 16.43%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
41,802
shares
|
$983,183
0.02% of portfolio
|
Q3 2025
Added 23.52%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
40,964
shares
|
$963,473
0.0% of portfolio
|
Q3 2023
Reduced 49.14%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
40,349
shares
|
$949,008
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Nov 10, 2025 Q3 2025 |
40,306
shares
|
$947,997
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
40,138
shares
|
$944,045
0.16% of portfolio
|
Q1 2023
New holding
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
39,918
shares
|
$938,871
0.0% of portfolio
|
Q3 2025
Added 250.0%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
39,731
shares
|
$934,473
0.0% of portfolio
|
Q3 2025
Added 89.91%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 08, 2026 Q4 2025 |
38,370
shares
|
$902,462
0.02% of portfolio
|
Q4 2025
Added 27.7%
|
|
|
Ethic Inc.
New York, NY |
Oct 17, 2025 Q3 2025 |
38,153
shares
|
$897,358
0.01% of portfolio
|
Q3 2025
Added 76.23%
|
|