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 |
|---|---|---|---|---|---|
|
Boyd Watterson Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
267
shares
|
$6,279
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
258
shares
|
$6,068
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
253
shares
|
$5,950
0.0% of portfolio
|
Q3 2025
Reduced 63.96%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
248
shares
|
$5,832
0.0% of portfolio
|
Q3 2025
Added 7.36%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
247
shares
|
$5,809
0.0% of portfolio
|
Q3 2022
Added 15.42%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
235
shares
|
$5,527
0.0% of portfolio
|
Q1 2025
Added 31.28%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
215
shares
|
$5,056
0.0% of portfolio
|
Q3 2025
Added 2288.89%
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
212
shares
|
$4,986
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
209
shares
|
$4,915
0.0% of portfolio
|
Q3 2025
Added 514.71%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
206
shares
|
$4,845
0.0% of portfolio
|
Q3 2025
Added 19.77%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
205
shares
|
$4,821
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
171
shares
|
$4,021
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
169
shares
|
$3,974
0.0% of portfolio
|
Q2 2023
Reduced 33.73%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
162
shares
|
$3,810
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Oct 08, 2025 Q3 2025 |
162
shares
|
$3,810
0.0% of portfolio
|
Q2 2025
Reduced 43.75%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
161
shares
|
$3,786
0.0% of portfolio
|
Q3 2025
Added 27.78%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
161
shares
|
$3,786
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
152
shares
|
$3,575
0.0% of portfolio
|
Q3 2025
Reduced 20.0%
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
145
shares
|
$3,410
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
139
shares
|
$3,269
0.0% of portfolio
|
Q2 2025
Added 24.11%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
123
shares
|
$2,892
0.0% of portfolio
|
Q1 2025
Reduced 89.05%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
118
shares
|
$2,775
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
117
shares
|
$2,751
0.0% of portfolio
|
Q3 2025
Added 234.29%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
115
shares
|
$2,704
0.0% of portfolio
|
Q3 2025
Added 9.52%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
112
shares
|
$2,634
0.0% of portfolio
|
Q4 2023
New holding
|
|