Institutional Ownership Invesco Ltd. (IVZ)
This table provides information about the institutional ownership of Invesco Ltd. (IVZ). We have compiled data on the 632 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 |
|---|---|---|---|---|---|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
37,639
shares
|
$885,269
0.02% of portfolio
|
Q3 2025
Reduced 3.44%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
37,007
shares
|
$870,404
0.01% of portfolio
|
Q3 2025
Added 32.24%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
36,803
shares
|
$865,606
0.0% of portfolio
|
Q3 2025
Reduced 16.28%
|
|
|
Twin Capital Management Inc
|
Nov 05, 2025 Q3 2025 |
36,599
shares
|
$860,808
0.11% of portfolio
|
Q3 2025
Reduced 4.61%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
36,535
shares
|
$859,303
0.35% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Nov 07, 2025 Q3 2025 |
36,347
shares
|
$854,881
0.03% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
35,871
shares
|
$843,685
0.01% of portfolio
|
Q1 2025
Reduced 15.79%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
35,678
shares
|
$839,146
0.01% of portfolio
|
Q3 2025
Added 51.85%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
35,655
shares
|
$838,605
0.04% of portfolio
|
Q2 2022
Reduced 2.36%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
35,351
shares
|
$831,455
0.02% of portfolio
|
Q3 2023
Reduced 9.03%
|
|
|
Los Angeles Capital Management LLC
|
Oct 20, 2025 Q3 2025 |
35,340
shares
|
$831,196
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
35,250
shares
|
$829,080
0.0% of portfolio
|
Q3 2025
Added 123.91%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Nov 12, 2025 Q3 2025 |
35,141
shares
|
$826,516
0.01% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Oak Thistle LLC
|
Oct 06, 2025 Q3 2025 |
34,606
shares
|
$813,933
0.13% of portfolio
|
Q3 2025
Reduced 68.34%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Nov 13, 2025 Q3 2025 |
34,213
shares
|
$804,689
0.23% of portfolio
|
Q3 2025
Reduced 16.72%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Nov 14, 2025 Q3 2025 |
34,004
shares
|
$799,774
0.0% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
33,271
shares
|
$782,533
0.01% of portfolio
|
Q3 2025
Added 20.31%
|
|
|
Imc Chicago, LLC
|
Nov 04, 2025 Q3 2025 |
33,207
shares
|
$781,028
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
32,867
shares
|
$773,031
0.0% of portfolio
|
Q3 2025
Reduced 62.15%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
32,836
shares
|
$772,302
0.04% of portfolio
|
Q3 2025
Added 10.97%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
32,253
shares
|
$758,590
0.0% of portfolio
|
Q3 2025
Added 5.25%
|
|
|
Quilter PLC
|
Oct 31, 2025 Q3 2025 |
32,245
shares
|
$758,402
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
31,487
shares
|
$740,574
0.05% of portfolio
|
Q4 2022
Reduced 2.02%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
31,312
shares
|
$736,458
0.14% of portfolio
|
Q1 2025
Added 5.61%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Nov 12, 2025 Q3 2025 |
31,000
shares
|
$729,120
0.02% of portfolio
|
Q3 2025
Reduced 26.28%
|
|