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 $5.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
335
shares
|
$5,480
0.0% of portfolio
|
Q3 2024
Reduced 5.63%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
321
shares
|
$5,251
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
294
shares
|
$4,809
0.0% of portfolio
|
Q1 2024
Added 42.03%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
288
shares
|
$4,711
0.0% of portfolio
|
Q3 2024
Reduced 76.74%
|
|
|
Ossiam
Paris, I0 |
Nov 13, 2024 Q3 2024 |
279
shares
|
$4,564
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
278
shares
|
$4,548
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
267
shares
|
$4,368
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
266
shares
|
$4,351
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
255
shares
|
$4,171
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
251
shares
|
$4,106
0.0% of portfolio
|
Q3 2024
Added 14.61%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
247
shares
|
$4,040
0.0% of portfolio
|
Q2 2024
Added 147.0%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
247
shares
|
$4,040
0.0% of portfolio
|
Q3 2022
Added 15.42%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
230
shares
|
$3,762
0.0% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Eukles Asset Management
|
Oct 29, 2024 Q3 2024 |
200
shares
|
$3,272
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
179
shares
|
$2,928
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
177
shares
|
$2,895
0.0% of portfolio
|
Q3 2024
Added 14.19%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
174
shares
|
$2,846
0.0% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
171
shares
|
$2,797
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
169
shares
|
$2,764
0.0% of portfolio
|
Q2 2023
Reduced 33.73%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
162
shares
|
$2,650
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
161
shares
|
$2,633
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
152
shares
|
$2,486
0.0% of portfolio
|
Q3 2024
Reduced 84.52%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
126
shares
|
$2,061
0.0% of portfolio
|
Q3 2024
Added 35.48%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
122
shares
|
$1,995
0.0% of portfolio
|
Q4 2023
Reduced 9.63%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
118
shares
|
$1,930
0.0% of portfolio
|
Q1 2023
New holding
|