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 |
|---|---|---|---|---|---|
|
Lgt Group Foundation
|
Nov 13, 2024 Q3 2024 |
14,635
shares
|
$259,771
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
14,568
shares
|
$258,582
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Nov 14, 2024 Q3 2024 |
14,510
shares
|
$257,552
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Oct 17, 2024 Q3 2024 |
14,392
shares
|
$255,458
0.04% of portfolio
|
Q2 2024
Added 22.26%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
14,353
shares
|
$254,765
0.0% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
14,339
shares
|
$254,517
0.0% of portfolio
|
Q3 2024
Reduced 8.39%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
14,208
shares
|
$252,192
0.0% of portfolio
|
Q3 2024
Reduced 4.53%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Nov 05, 2024 Q3 2024 |
14,149
shares
|
$251,144
0.0% of portfolio
|
Q3 2024
Added 8.99%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
13,930
shares
|
$247,257
0.0% of portfolio
|
Q3 2024
Reduced 88.74%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 14, 2024 Q3 2024 |
13,755
shares
|
$244,151
0.02% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Css LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
13,607
shares
|
$241,524
0.02% of portfolio
|
Q3 2024
Reduced 12.81%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Nov 06, 2024 Q3 2024 |
13,323
shares
|
$236,483
0.02% of portfolio
|
Q3 2024
Reduced 8.17%
|
|
|
Keystone Financial Group
|
Nov 12, 2024 Q3 2024 |
13,005
shares
|
$230,838
0.08% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
12,956
shares
|
$229,969
0.0% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
12,942
shares
|
$229,720
0.01% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
12,888
shares
|
$228,762
0.0% of portfolio
|
Q3 2024
Added 14.84%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
12,865
shares
|
$228,353
0.01% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
United Services Automobile Association
San Antonio, TX |
Nov 14, 2024 Q3 2024 |
12,727
shares
|
$225,904
0.01% of portfolio
|
Q3 2024
Reduced 15.38%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
12,715
shares
|
$225,691
0.0% of portfolio
|
Q3 2024
Added 4.38%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
12,456
shares
|
$221,094
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
12,240
shares
|
$217,260
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
12,108
shares
|
$214,917
0.01% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Novare Capital Management LLC
|
Oct 11, 2024 Q3 2024 |
12,000
shares
|
$213,000
0.02% of portfolio
|
Q4 2023
Reduced 17.24%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
11,645
shares
|
$206,698
0.01% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
11,593
shares
|
$205,775
0.0% of portfolio
|
Q3 2024
Reduced 0.43%
|