Institutional Ownership Invesco Ltd. (IVZ)
This table provides information about the institutional ownership of Invesco Ltd. (IVZ). We have compiled data on the 559 institutions that hold shares in the stock, with a total of 302 Million shares, which have been reported (via 13F filing form) to have a value of $5.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
54,209,554
shares
|
$1.04 Billion
0.02% of portfolio
|
Q2 2024
Reduced 0.26%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
51,075,265
shares
|
$979 Million
0.02% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Nelson Peltz
Trian Fund Management, L.P. | New York, Ny
|
Nov 13, 2024 Q3 2024 |
23,173,442
shares
|
$444 Million
12.71% of portfolio
|
Q3 2024
Reduced 14.88%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
21,060,533
shares
|
$404 Million
0.02% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 07, 2024 Q3 2024 |
19,830,411
shares
|
$380 Million
0.09% of portfolio
|
Q3 2024
Added 9.66%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
10,248,480
shares
|
$196 Million
0.01% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
10,028,026
shares
|
$192 Million
0.09% of portfolio
|
Q3 2024
Added 96.74%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
6,348,337
shares
|
$122 Million
0.04% of portfolio
|
Q3 2024
Added 8.96%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
5,881,045
shares
|
$113 Million
0.14% of portfolio
|
Q3 2024
Added 148.75%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
5,526,882
shares
|
$106 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
5,474,591
shares
|
$105 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.47%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
4,533,275
shares
|
$86.9 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
4,423,332
shares
|
$84.8 Million
0.01% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
4,382,514
shares
|
$84 Million
0.01% of portfolio
|
Q3 2024
Added 37.83%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2024 Q3 2024 |
3,302,500
shares
|
$63.3 Million
0.14% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
3,215,545
shares
|
$61.6 Million
0.15% of portfolio
|
Q3 2024
Reduced 8.26%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
Nov 14, 2024 Q3 2024 |
3,071,476
shares
|
$58.9 Million
0.21% of portfolio
|
Q3 2024
Reduced 11.83%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
2,713,111
shares
|
$52 Million
0.11% of portfolio
|
Q3 2024
Added 24.02%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
2,364,174
shares
|
$45.3 Million
0.01% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
2,102,239
shares
|
$40.3 Million
0.02% of portfolio
|
Q3 2024
Added 83.76%
|
|
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
Nov 07, 2024 Q3 2024 |
1,626,088
shares
|
$31.2 Million
0.53% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,607,951
shares
|
$30.8 Million
0.04% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,561,628
shares
|
$29.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 20.03%
|
|
|
Azora Capital LP
Miami, FL |
Nov 14, 2024 Q3 2024 |
1,554,036
shares
|
$29.8 Million
1.56% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,498,268
shares
|
$28.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 35.63%
|