Institutional Ownership Invesco Ltd. (IVZ)
This table provides information about the institutional ownership of Invesco Ltd. (IVZ). We have compiled data on the 636 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 |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
54,209,554
shares
|
$1.28 Billion
0.02% of portfolio
|
Q2 2024
Reduced 0.26%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
52,018,068
shares
|
$1.22 Billion
0.02% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
21,522,492
shares
|
$506 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.32%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
21,330,647
shares
|
$502 Million
0.11% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
Nelson Peltz
Trian Fund Management, L.P. | New York, Ny
|
Nov 14, 2025 Q3 2025 |
14,628,455
shares
|
$344 Million
9.62% of portfolio
|
Q2 2025
Reduced 36.87%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
12,867,923
shares
|
$303 Million
0.14% of portfolio
|
Q3 2025
Added 781.05%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
11,203,054
shares
|
$263 Million
0.02% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
9,818,999
shares
|
$231 Million
0.15% of portfolio
|
Q3 2025
Reduced 15.45%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
7,631,911
shares
|
$180 Million
0.01% of portfolio
|
Q3 2025
Added 14.55%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
6,245,156
shares
|
$147 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.95%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
6,219,448
shares
|
$146 Million
0.02% of portfolio
|
Q3 2025
Reduced 43.16%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
5,197,841
shares
|
$122 Million
0.04% of portfolio
|
Q3 2025
Added 5.24%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
4,992,076
shares
|
$117 Million
0.04% of portfolio
|
Q3 2025
Reduced 37.01%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
4,981,313
shares
|
$117 Million
0.02% of portfolio
|
Q3 2025
Added 22.71%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
4,425,097
shares
|
$104 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
3,407,607
shares
|
$80.1 Million
0.01% of portfolio
|
Q3 2025
Reduced 40.63%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
3,326,031
shares
|
$78.2 Million
0.11% of portfolio
|
Q3 2025
Reduced 34.68%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
3,109,235
shares
|
$73.1 Million
0.06% of portfolio
|
Q3 2025
Reduced 8.04%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 13, 2025 Q3 2025 |
2,952,193
shares
|
$69.4 Million
0.08% of portfolio
|
Q3 2025
Added 61.1%
|
|
|
Holocene Advisors, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
2,428,894
shares
|
$57.1 Million
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Samlyn Capital, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,942,781
shares
|
$45.7 Million
0.68% of portfolio
|
Q3 2025
New holding
|
|
|
Amundi
Paris, I0 |
Nov 14, 2025 Q3 2025 |
1,775,738
shares
|
$41.8 Million
0.01% of portfolio
|
Q3 2025
Reduced 25.41%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
1,767,826
shares
|
$41.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 33.81%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
1,734,189
shares
|
$40.8 Million
0.05% of portfolio
|
Q3 2025
Reduced 97.37%
|
|
|
Nuveen, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
1,730,880
shares
|
$40.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 8.18%
|
|