Institutional Ownership Invesco Ltd. (IVZ)
This table provides information about the institutional ownership of Invesco Ltd. (IVZ). We have compiled data on the 632 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 |
|---|---|---|---|---|---|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
748
shares
|
$17,592
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
734
shares
|
$17,263
0.0% of portfolio
|
Q2 2024
Reduced 22.16%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
732
shares
|
$17,216
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
727
shares
|
$17,099
0.0% of portfolio
|
Q3 2025
Added 13.95%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
725
shares
|
$17,052
0.0% of portfolio
|
Q3 2025
Added 37.57%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
690
shares
|
$16,228
0.01% of portfolio
|
Q4 2023
Added 1.32%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
686
shares
|
$16,134
0.0% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
641
shares
|
$15,076
0.0% of portfolio
|
Q3 2025
Reduced 8.17%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
635
shares
|
$14,935
0.0% of portfolio
|
Q3 2025
Added 22.12%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
625
shares
|
$14,700
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
624
shares
|
$14,676
0.01% of portfolio
|
Q2 2025
Reduced 37.66%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
565
shares
|
$13,288
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
555
shares
|
$13,053
0.0% of portfolio
|
Q3 2023
Added 20.92%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
536
shares
|
$12,606
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
489
shares
|
$11,501
0.01% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
474
shares
|
$11,148
0.0% of portfolio
|
Q2 2025
Added 46.3%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
446
shares
|
$10,489
0.0% of portfolio
|
Q1 2023
Reduced 9.35%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
413
shares
|
$9,713
0.01% of portfolio
|
Q3 2025
Added 22.92%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
399
shares
|
$9,384
0.0% of portfolio
|
Q3 2025
Added 667.31%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
395
shares
|
$9,290
0.01% of portfolio
|
Q3 2025
Added 30.79%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
327
shares
|
$7,691
0.0% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
321
shares
|
$7,549
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
295
shares
|
$6,938
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
283
shares
|
$6,656
0.0% of portfolio
|
Q3 2025
Added 4.43%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
278
shares
|
$6,538
0.0% of portfolio
|
Q3 2023
New holding
|
|