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 |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
2,010
shares
|
$47,275
0.0% of portfolio
|
Q3 2025
Reduced 5.5%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
1,906
shares
|
$44,829
0.0% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
1,880
shares
|
$44,217
0.01% of portfolio
|
Q3 2025
Reduced 12.64%
|
|
|
University Of Texas
|
Nov 13, 2025 Q3 2025 |
1,787
shares
|
$42,030
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
1,667
shares
|
$39,207
0.33% of portfolio
|
Q2 2025
Added 4802.94%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
1,650
shares
|
$38,808
0.0% of portfolio
|
Q2 2025
Reduced 21.43%
|
|
|
Curat Global, LLC
Springfield, NH |
Oct 28, 2025 Q3 2025 |
1,610
shares
|
$37,867
0.03% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
1,604
shares
|
$37,726
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
1,600
shares
|
$37,632
0.01% of portfolio
|
Q3 2024
Reduced 54.29%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 30, 2025 Q3 2025 |
1,536
shares
|
$36,126
0.01% of portfolio
|
Q3 2025
Reduced 15.79%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
1,466
shares
|
$34,480
0.0% of portfolio
|
Q3 2025
Added 61.45%
|
|
|
Altshuler Shaham LTD
|
Nov 13, 2025 Q3 2025 |
1,435
shares
|
$33,751
0.0% of portfolio
|
Q3 2025
Added 17.24%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
1,328
shares
|
$31,234
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
1,325
shares
|
$31,164
0.0% of portfolio
|
Q1 2025
Reduced 47.52%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
1,313
shares
|
$30,881
0.0% of portfolio
|
Q2 2025
Reduced 13.68%
|
|
|
Sentry Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
1,236
shares
|
$29,070
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 14, 2025 Q3 2025 |
1,228
shares
|
$28,882
0.02% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
1,210
shares
|
$28,459
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
1,153
shares
|
$27,118
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
1,000
shares
|
$23,520
0.0% of portfolio
|
Q3 2024
Reduced 15.47%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
973
shares
|
$22,884
0.0% of portfolio
|
Q3 2025
Added 195.74%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
950
shares
|
$22,344
0.0% of portfolio
|
Q2 2022
Added 102.13%
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
934
shares
|
$21,967
0.01% of portfolio
|
Q4 2024
Reduced 42.84%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
790
shares
|
$18,580
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
767
shares
|
$18,039
0.0% of portfolio
|
Q3 2025
Reduced 39.46%
|
|