Institutional Ownership Invesco Ltd. (IVZ)
This table provides information about the institutional ownership of Invesco Ltd. (IVZ). We have compiled data on the 547 institutions that hold shares in the stock, with a total of 302 Million shares, which have been reported (via 13F filing form) to have a value of $5.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 14, 2024 Q3 2024 |
18,537
shares
|
$329,031
0.06% of portfolio
|
Q3 2024
Added 190.09%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
18,066
shares
|
$320,671
0.01% of portfolio
|
Q3 2024
Added 60.97%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
18,051
shares
|
$320,405
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
17,745
shares
|
$314,973
0.03% of portfolio
|
Q2 2024
Added 3.35%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
17,677
shares
|
$313,766
0.0% of portfolio
|
Q3 2024
Added 6.35%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
17,676
shares
|
$313,749
0.0% of portfolio
|
Q3 2024
Reduced 5.05%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
16,755
shares
|
$297,401
0.09% of portfolio
|
Q3 2024
Reduced 55.27%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
16,580
shares
|
$294,295
0.13% of portfolio
|
Q1 2024
Reduced 34.17%
|
|
|
Qsemble Capital Management, LP
New York, NY |
Nov 13, 2024 Q3 2024 |
16,431
shares
|
$291,650
0.05% of portfolio
|
Q3 2024
Reduced 68.61%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
16,314
shares
|
$289,573
0.02% of portfolio
|
Q3 2024
Added 15.41%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
16,197
shares
|
$287,496
0.03% of portfolio
|
Q3 2024
Added 9.41%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
16,136
shares
|
$286,414
0.04% of portfolio
|
Q3 2024
Added 12.07%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
Nov 14, 2024 Q3 2024 |
16,129
shares
|
$286,289
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Investment Advisory Services, Inc.
|
Nov 14, 2024 Q3 2024 |
16,087
shares
|
$285,544
0.01% of portfolio
|
Q1 2024
Added 0.01%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Nov 06, 2024 Q3 2024 |
16,075
shares
|
$285,331
0.41% of portfolio
|
Q3 2024
Reduced 5.17%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
16,003
shares
|
$284,053
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Capital Fund Management S.A.
Paris, I0 |
Nov 13, 2024 Q3 2024 |
15,813
shares
|
$280,680
0.0% of portfolio
|
Q3 2024
Reduced 87.05%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
15,462
shares
|
$274,450
0.0% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
15,458
shares
|
$274,379
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Nov 14, 2024 Q3 2024 |
15,366
shares
|
$272,746
0.0% of portfolio
|
Q2 2023
Added 16.71%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
15,211
shares
|
$269,995
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Oct 07, 2024 Q3 2024 |
15,175
shares
|
$269,356
0.05% of portfolio
|
Q1 2023
Reduced 24.78%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
15,019
shares
|
$266,587
0.0% of portfolio
|
Q4 2023
Reduced 14.95%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
14,857
shares
|
$263,711
0.02% of portfolio
|
Q3 2022
Added 0.07%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
14,727
shares
|
$261,404
0.01% of portfolio
|
Q3 2021
Reduced 2.49%
|