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 |
|---|---|---|---|---|---|
|
Bank Of Nova Scotia
|
Nov 14, 2025 Q3 2025 |
245,094
shares
|
$5.76 Million
0.01% of portfolio
|
Q3 2025
Reduced 72.09%
|
|
|
American Financial Group Inc
|
Nov 10, 2025 Q3 2025 |
245,000
shares
|
$5.76 Million
2.58% of portfolio
|
Q1 2021
Reduced 50.0%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
241,656
shares
|
$5.68 Million
0.0% of portfolio
|
Q3 2025
Reduced 16.25%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
227,598
shares
|
$5.35 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.72%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2025 Q3 2025 |
226,532
shares
|
$5.33 Million
0.0% of portfolio
|
Q3 2025
Added 512.71%
|
|
|
Gabelli Funds LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
215,000
shares
|
$5.06 Million
0.04% of portfolio
|
Q3 2025
Added 38.71%
|
|
|
Victory Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
213,465
shares
|
$5.02 Million
0.0% of portfolio
|
Q3 2025
Reduced 26.16%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
207,402
shares
|
$4.88 Million
0.0% of portfolio
|
Q3 2022
Reduced 8.69%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2025 Q3 2025 |
205,219
shares
|
$4.83 Million
0.01% of portfolio
|
Q3 2025
Reduced 14.4%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
204,298
shares
|
$4.81 Million
0.01% of portfolio
|
Q3 2025
Added 51.72%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
197,987
shares
|
$4.66 Million
0.01% of portfolio
|
Q3 2025
Added 57.2%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
194,825
shares
|
$4.58 Million
0.05% of portfolio
|
Q3 2025
Reduced 18.55%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Nov 13, 2025 Q3 2025 |
191,887
shares
|
$4.51 Million
0.01% of portfolio
|
Q3 2025
Reduced 32.44%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Nov 12, 2025 Q3 2025 |
190,510
shares
|
$4.48 Million
0.04% of portfolio
|
Q3 2025
Added 18.87%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
185,525
shares
|
$4.36 Million
0.01% of portfolio
|
Q3 2025
Added 80.85%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
184,742
shares
|
$4.35 Million
0.01% of portfolio
|
Q3 2025
Reduced 56.43%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
178,394
shares
|
$4.2 Million
0.03% of portfolio
|
Q3 2025
Added 22.52%
|
|
|
Cacti Asset Management LLC
Atlanta, GA |
Jan 02, 2026 Q4 2025 |
178,180
shares
|
$4.19 Million
0.33% of portfolio
|
Q4 2025
Reduced 7.5%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
176,296
shares
|
$4.15 Million
0.01% of portfolio
|
Q3 2025
Added 36.79%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
175,137
shares
|
$4.12 Million
0.0% of portfolio
|
Q2 2023
Reduced 29.07%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2025 Q3 2025 |
170,480
shares
|
$4.01 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
170,452
shares
|
$4.01 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Nov 17, 2025 Q3 2025 |
165,511
shares
|
$3.89 Million
0.01% of portfolio
|
Q3 2025
Reduced 29.67%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
164,997
shares
|
$3.88 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.38%
|
|
|
Treasurer Of The State Of North Carolina
|
Nov 13, 2025 Q3 2025 |
163,620
shares
|
$3.85 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.75%
|
|