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 |
|---|---|---|---|---|---|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
11,318
shares
|
$266,199
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
11,257
shares
|
$264,764
0.0% of portfolio
|
Q3 2025
Added 4.1%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
11,165
shares
|
$262,600
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
11,133
shares
|
$261,848
0.0% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 04, 2025 Q3 2025 |
11,059
shares
|
$260,107
0.05% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Oct 20, 2025 Q3 2025 |
10,937
shares
|
$257,238
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
10,813
shares
|
$254,321
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 20, 2026 Q4 2025 |
10,795
shares
|
$253,898
0.0% of portfolio
|
Q4 2025
Reduced 7.19%
|
|
|
Caerus Investment Advisors, LLC
|
Nov 19, 2025 Q3 2025 |
10,763
shares
|
$253,145
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
10,700
shares
|
$251,664
0.01% of portfolio
|
Q3 2025
Reduced 4.46%
|
|
|
Brand Asset Management Group, Inc.
|
Nov 12, 2025 Q3 2025 |
10,562
shares
|
$248,418
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2025 Q3 2025 |
10,461
shares
|
$246,042
0.01% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Nov 13, 2025 Q3 2025 |
10,358
shares
|
$243,620
0.0% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Cinctive Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
10,297
shares
|
$242,185
0.01% of portfolio
|
Q3 2025
Reduced 85.12%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
10,296
shares
|
$242,161
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
111 Capital
Paris, I0 |
Nov 12, 2025 Q3 2025 |
10,122
shares
|
$238,069
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
10,101
shares
|
$237,575
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
10,086
shares
|
$237,222
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
9,973
shares
|
$234,564
0.03% of portfolio
|
Q4 2025
Added 6.67%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
9,969
shares
|
$234,470
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
9,891
shares
|
$232,636
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
9,682
shares
|
$227,720
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
9,606
shares
|
$225,933
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jackson Thornton Asset Management, LLC
|
Oct 29, 2025 Q3 2025 |
9,598
shares
|
$225,744
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Deka Bank Deutsche Girozentrale
|
Nov 03, 2025 Q3 2025 |
9,528
shares
|
$224,098
0.0% of portfolio
|
Q2 2025
Added 0.6%
|
|