Institutional Ownership Invesco Ltd. (IVZ)
This table provides information about the institutional ownership of Invesco Ltd. (IVZ). We have compiled data on the 634 institutions that hold shares in the stock, with a total of 332 Million shares, which have been reported (via 13F filing form) to have a value of $7.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Oct 27, 2025 Q3 2025 |
20,629
shares
|
$485,194
0.0% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 15, 2026 Q4 2025 |
20,371
shares
|
$479,125
0.0% of portfolio
|
Q4 2025
Reduced 1.28%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
20,262
shares
|
$476,562
0.0% of portfolio
|
Q2 2023
Reduced 30.83%
|
|
|
New Mexico Educational Retirement Board
|
Dec 15, 2025 Q3 2025 |
20,214
shares
|
$475,433
0.01% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
19,941
shares
|
$469,012
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
19,851
shares
|
$466,895
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Maryland State Retirement & Pension System
|
Oct 28, 2025 Q3 2025 |
19,628
shares
|
$461,650
0.01% of portfolio
|
Q3 2025
Added 14.94%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Jan 20, 2026 Q4 2025 |
19,410
shares
|
$456,523
0.18% of portfolio
|
Q4 2025
New holding
|
|
|
Kendall Capital Management
|
Jan 16, 2026 Q4 2025 |
19,325
shares
|
$454,524
0.11% of portfolio
|
Q4 2025
Reduced 1.28%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Nov 14, 2025 Q3 2025 |
19,237
shares
|
$452,454
0.0% of portfolio
|
Q2 2025
Reduced 3.82%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
19,139
shares
|
$450,149
0.01% of portfolio
|
Q3 2025
Added 10.46%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
18,865
shares
|
$443,704
0.02% of portfolio
|
Q3 2025
Added 25.19%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
18,560
shares
|
$436,531
0.01% of portfolio
|
Q3 2025
Added 29.51%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 04, 2025 Q3 2025 |
18,433
shares
|
$433,544
0.05% of portfolio
|
Q3 2025
Reduced 29.12%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Nov 14, 2025 Q3 2025 |
18,321
shares
|
$430,909
0.01% of portfolio
|
Q3 2025
Reduced 89.21%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
17,985
shares
|
$423,007
0.0% of portfolio
|
Q3 2025
Added 2.79%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
17,949
shares
|
$422,160
0.0% of portfolio
|
Q4 2025
Reduced 6.32%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
17,747
shares
|
$417,409
0.0% of portfolio
|
Q3 2025
Added 42.18%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
17,664
shares
|
$415,457
0.0% of portfolio
|
Q3 2025
Reduced 16.2%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
17,654
shares
|
$415,222
0.0% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
17,134
shares
|
$402,991
0.07% of portfolio
|
Q3 2025
Added 4.2%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
17,032
shares
|
$400,592
0.01% of portfolio
|
Q3 2025
Added 6.38%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
17,009
shares
|
$400,051
0.01% of portfolio
|
Q3 2025
Added 14.86%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
16,580
shares
|
$389,961
0.13% of portfolio
|
Q1 2024
Reduced 34.17%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
16,552
shares
|
$389,303
0.01% of portfolio
|
Q3 2025
Reduced 1.65%
|
|