Institutional Ownership Invesco Ltd. (IVZ)
This table provides information about the institutional ownership of Invesco Ltd. (IVZ). We have compiled data on the 631 institutions that hold shares in the stock, with a total of 329 Million shares, which have been reported (via 13F filing form) to have a value of $7.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Longboard Asset Management, LP
Phoenix, AZ |
Oct 22, 2025 Q3 2025 |
8,978
shares
|
$211,162
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
8,931
shares
|
$210,057
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Symmetry Partners, LLC
|
Oct 15, 2025 Q3 2025 |
8,915
shares
|
$209,680
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
8,868
shares
|
$208,575
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Steinberganna Wealth Management
Huntington, NY |
Oct 23, 2025 Q3 2025 |
8,782
shares
|
$206,552
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
8,775
shares
|
$206,388
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clear Street Markets LLC
|
Nov 13, 2025 Q3 2025 |
8,768
shares
|
$206,223
0.07% of portfolio
|
Q3 2025
Added 2812.96%
|
|
|
Strs Ohio
|
Oct 30, 2025 Q3 2025 |
8,702
shares
|
$204,671
0.0% of portfolio
|
Q3 2025
Reduced 91.87%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
8,536
shares
|
$200,766
0.01% of portfolio
|
Q3 2025
Added 546.67%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
8,105
shares
|
$190,629
0.0% of portfolio
|
Q3 2025
Reduced 5.39%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
7,970
shares
|
$187,454
0.0% of portfolio
|
Q3 2025
Added 20.43%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
7,501
shares
|
$176,423
0.0% of portfolio
|
Q3 2025
Added 11806.35%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
7,032
shares
|
$165,392
0.03% of portfolio
|
Q2 2022
Reduced 5.89%
|
|
|
Bayforest Capital LTD
London, X0 |
Oct 24, 2025 Q3 2025 |
6,996
shares
|
$164,545
0.08% of portfolio
|
Q3 2025
Added 17838.46%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
6,716
shares
|
$157,960
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
6,452
shares
|
$151,751
0.0% of portfolio
|
Q3 2025
Added 39.84%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
6,416
shares
|
$150,904
0.08% of portfolio
|
Q3 2025
Reduced 49.59%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
6,208
shares
|
$146,012
0.0% of portfolio
|
Q3 2025
Reduced 70.37%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
6,089
shares
|
$143,213
0.01% of portfolio
|
Q3 2025
Added 91.72%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 14, 2025 Q3 2025 |
5,513
shares
|
$129,665
0.02% of portfolio
|
Q3 2025
Reduced 88.96%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 12, 2025 Q3 2025 |
5,491
shares
|
$129,148
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
Oct 31, 2025 Q3 2025 |
4,854
shares
|
$114,166
0.0% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
4,224
shares
|
$99,348
0.0% of portfolio
|
Q2 2025
Reduced 13.58%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
4,168
shares
|
$98,031
0.0% of portfolio
|
Q3 2025
Added 3.94%
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
4,166
shares
|
$97,984
0.01% of portfolio
|
Q3 2025
Reduced 9.55%
|
|