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 |
|---|---|---|---|---|---|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2024 Q3 2024 |
11,535
shares
|
$204,746
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
11,498
shares
|
$204,089
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
11,363
shares
|
$201,693
0.01% of portfolio
|
Q3 2024
Added 4.29%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
11,360
shares
|
$201,640
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Magnetar Financial LLC
Evanston, IL |
Nov 13, 2024 Q3 2024 |
11,335
shares
|
$201,196
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Iron Financial, LLC
|
Oct 28, 2024 Q3 2024 |
11,238
shares
|
$199,474
0.11% of portfolio
|
Q3 2024
Reduced 8.19%
|
|
|
Burney CO
Reston, VA |
Oct 18, 2024 Q3 2024 |
10,939
shares
|
$194,167
0.01% of portfolio
|
Q3 2024
Reduced 22.83%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
10,813
shares
|
$191,930
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
10,810
shares
|
$191,877
0.0% of portfolio
|
Q3 2024
Added 4.11%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
10,798
shares
|
$191,664
0.04% of portfolio
|
Q1 2022
Reduced 31.98%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
10,578
shares
|
$187,759
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
10,423
shares
|
$185,008
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Investors Asset Management Of Georgia Inc
|
Oct 29, 2024 Q3 2024 |
10,337
shares
|
$183,481
0.09% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Dgs Capital Management, LLC
|
Dec 10, 2024 Q3 2024 |
10,038
shares
|
$178,174
0.05% of portfolio
|
Q3 2024
Reduced 26.76%
|
|
|
Deka Bank Deutsche Girozentrale
|
Oct 24, 2024 Q3 2024 |
9,528
shares
|
$169,122
0.0% of portfolio
|
Q2 2024
Added 0.6%
|
|
|
Asset Management One Co., Ltd.
|
Oct 30, 2024 Q3 2024 |
8,590
shares
|
$152,472
0.0% of portfolio
|
Q3 2024
Added 24.85%
|
|
|
Hoertkorn Richard Charles
|
Oct 22, 2024 Q3 2024 |
7,667
shares
|
$136,089
0.07% of portfolio
|
Q3 2024
Reduced 7.99%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
7,473
shares
|
$132,645
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
7,032
shares
|
$124,818
0.03% of portfolio
|
Q2 2022
Reduced 5.89%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
6,783
shares
|
$120,398
0.0% of portfolio
|
Q3 2024
Added 714.29%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 10, 2024 Q3 2024 |
6,390
shares
|
$113,422
0.0% of portfolio
|
Q3 2024
Added 1509.57%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
6,317
shares
|
$112,126
0.01% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Credit Agricole S A
|
Nov 14, 2024 Q3 2024 |
6,273
shares
|
$111,345
0.0% of portfolio
|
Q3 2024
Reduced 85.64%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
6,132
shares
|
$108,843
0.0% of portfolio
|
Q3 2024
Reduced 31.29%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 13, 2024 Q3 2024 |
5,455
shares
|
$96,826
0.03% of portfolio
|
Q3 2024
New holding
|