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 |
|---|---|---|---|---|---|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 28, 2025 Q3 2025 |
13,041
shares
|
$306,724
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
13,039
shares
|
$306,677
0.14% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
12,879
shares
|
$302,914
0.0% of portfolio
|
Q3 2025
Added 4.12%
|
|
|
Adams Wealth Management
|
Nov 14, 2025 Q3 2025 |
12,801
shares
|
$301,079
0.07% of portfolio
|
Q3 2025
Reduced 31.13%
|
|
|
Cache Tech Inc.
Logan, UT |
Nov 14, 2025 Q3 2025 |
12,801
shares
|
$301,079
0.06% of portfolio
|
Q3 2025
Reduced 31.13%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
12,767
shares
|
$300,279
0.0% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
12,757
shares
|
$300,044
0.01% of portfolio
|
Q3 2025
Reduced 3.97%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 14, 2025 Q3 2025 |
12,556
shares
|
$295,317
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Waddell & Associates, LLC
|
Nov 10, 2025 Q3 2025 |
12,543
shares
|
$295,011
0.02% of portfolio
|
Q3 2025
Added 15.15%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
12,396
shares
|
$291,553
0.0% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 13, 2026 Q4 2025 |
12,309
shares
|
$289,507
0.0% of portfolio
|
Q4 2025
Added 16.61%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
12,240
shares
|
$287,884
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Anb Bank
Denver, CO |
Oct 22, 2025 Q3 2025 |
12,163
shares
|
$286,073
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Nov 10, 2025 Q3 2025 |
12,026
shares
|
$282,851
0.02% of portfolio
|
Q3 2025
Added 21.24%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
11,990
shares
|
$282,004
0.0% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
11,978
shares
|
$281,722
0.01% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
11,885
shares
|
$279,535
0.0% of portfolio
|
Q3 2025
Added 8.0%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 12, 2025 Q3 2025 |
11,825
shares
|
$278,124
0.02% of portfolio
|
Q3 2025
Reduced 4.06%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Oct 31, 2025 Q3 2025 |
11,744
shares
|
$276,218
0.16% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
11,698
shares
|
$275,136
0.08% of portfolio
|
Q3 2025
Added 179.86%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
11,650
shares
|
$274,008
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
11,498
shares
|
$270,432
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Kbc Group Nv
|
Jan 20, 2026 Q3 2025 |
11,414
shares
|
$268,457
0.0% of portfolio
|
Q2 2025
Reduced 83.13%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Oct 24, 2025 Q3 2025 |
11,361
shares
|
$267,210
0.0% of portfolio
|
Q3 2025
Reduced 87.96%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
11,360
shares
|
$267,187
0.02% of portfolio
|
Q4 2022
New holding
|
|