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 |
|---|---|---|---|---|---|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
5,288
shares
|
$93,862
0.01% of portfolio
|
Q3 2024
Reduced 79.34%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
5,225
shares
|
$92,743
0.0% of portfolio
|
Q3 2024
Reduced 89.81%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
4,888
shares
|
$86,762
0.0% of portfolio
|
Q2 2024
Reduced 12.68%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
4,594
shares
|
$81,543
0.05% of portfolio
|
Q3 2024
Reduced 18.02%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
4,382
shares
|
$77,780
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
4,309
shares
|
$76,484
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
4,306
shares
|
$76,431
0.01% of portfolio
|
Q3 2024
Reduced 13.06%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
4,181
shares
|
$74,212
0.03% of portfolio
|
Q2 2024
Reduced 45.1%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
3,691
shares
|
$65,515
0.0% of portfolio
|
Q1 2024
Reduced 9.91%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
3,258
shares
|
$57,829
0.0% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 14, 2024 Q3 2024 |
2,800
shares
|
$49,700
0.01% of portfolio
|
Q1 2024
Added 5364.29%
|
|
|
Silvant Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
2,649
shares
|
$47,019
0.0% of portfolio
|
Q3 2019
Reduced 18.06%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
2,591
shares
|
$45,990
0.0% of portfolio
|
Q3 2024
Added 68.03%
|
|
|
Caption Management, LLC
Oklahoma City, OK |
Nov 14, 2024 Q3 2024 |
2,579
shares
|
$45,777
0.0% of portfolio
|
Q3 2024
Reduced 96.7%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,555
shares
|
$45,351
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
2,483
shares
|
$44,073
0.0% of portfolio
|
Q3 2024
Added 6.02%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
2,400
shares
|
$42,600
0.01% of portfolio
|
Q3 2024
Reduced 41.46%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
2,400
shares
|
$42,600
0.0% of portfolio
|
Q3 2024
Added 304.04%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,340
shares
|
$41,535
0.0% of portfolio
|
Q2 2020
Added 46.14%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
2,095
shares
|
$37,186
0.03% of portfolio
|
Q2 2022
Reduced 5.46%
|
|
|
Sentry Investment Management LLC
|
Oct 30, 2024 Q3 2024 |
2,036
shares
|
$36,139
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
2,000
shares
|
$35,500
0.01% of portfolio
|
Q4 2023
Added 100.0%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
1,985
shares
|
$35,233
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 31, 2024 Q3 2024 |
1,824
shares
|
$32,376
0.02% of portfolio
|
Q3 2024
Added 19.92%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
1,729
shares
|
$30,689
0.0% of portfolio
|
Q3 2024
Added 40.91%
|