Institutional Ownership Invesco Ltd. (IVZ)
This table provides information about the institutional ownership of Invesco Ltd. (IVZ). We have compiled data on the 577 institutions that hold shares in the stock, with a total of 317 Million shares, which have been reported (via 13F filing form) to have a value of $5.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
43
shares
|
$705
0.0% of portfolio
|
Q3 2024
Reduced 32.81%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
33
shares
|
$541
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
32
shares
|
$525
0.0% of portfolio
|
Q4 2024
Reduced 68.32%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
29
shares
|
$475
0.0% of portfolio
|
Q4 2024
Added 20.83%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
27
shares
|
$443
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
26
shares
|
$426
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
25
shares
|
$410
0.0% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
23
shares
|
$377
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
20
shares
|
$328
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
20
shares
|
$328
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
19
shares
|
$311
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
19
shares
|
$311
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
17
shares
|
$278
0.03% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
16
shares
|
$262
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Feb 10, 2025 Q4 2024 |
10
shares
|
$164
0.0% of portfolio
|
Q4 2024
Added 233.33%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
10
shares
|
$164
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
West End Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
9
shares
|
$147
0.0% of portfolio
|
Q3 2024
Added 12.5%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
7
shares
|
$114
0.0% of portfolio
|
Q3 2023
Added 16.67%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
3
shares
|
$49
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
3
shares
|
$49
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
1
shares
|
$16
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
1
shares
|
$16
0.0% of portfolio
|
Q4 2024
Reduced 100.0%
|