Institutional Ownership Invesco Ltd. (IVZ)
This table provides information about the institutional ownership of Invesco Ltd. (IVZ). We have compiled data on the 573 institutions that hold shares in the stock, with a total of 326 Million shares, which have been reported (via 13F filing form) to have a value of $6.59 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
|
$1.15 Billion
0.02% of portfolio
|
Q2 2024
Reduced 0.26%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
49,262,299
shares
|
$1.05 Billion
0.01% of portfolio
|
Q1 2025
Reduced 4.34%
|
|
|
Nelson Peltz
Trian Fund Management, L.P. | New York, Ny
|
May 15, 2025 Q1 2025 |
23,173,442
shares
|
$492 Million
11.88% of portfolio
|
Q3 2024
Reduced 14.88%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
21,928,364
shares
|
$466 Million
0.01% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
19,746,797
shares
|
$420 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
11,028,524
shares
|
$234 Million
0.18% of portfolio
|
Q1 2025
Added 35.39%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
11,019,327
shares
|
$234 Million
0.01% of portfolio
|
Q1 2025
Added 6.13%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
7,083,410
shares
|
$151 Million
0.02% of portfolio
|
Q1 2025
Added 11.35%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
7,026,920
shares
|
$149 Million
0.02% of portfolio
|
Q1 2025
Added 99.64%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
6,985,352
shares
|
$148 Million
0.04% of portfolio
|
Q1 2025
Added 9.48%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
6,546,326
shares
|
$139 Million
0.01% of portfolio
|
Q1 2025
Added 9.75%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
6,127,705
shares
|
$130 Million
0.02% of portfolio
|
Q1 2025
Added 68.69%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
4,743,059
shares
|
$101 Million
0.03% of portfolio
|
Q1 2025
Added 4.63%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
4,452,945
shares
|
$94.6 Million
0.01% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
4,026,035
shares
|
$85.6 Million
0.01% of portfolio
|
Q1 2025
Added 40.21%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
3,220,523
shares
|
$68.4 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
3,204,847
shares
|
$68.1 Million
0.02% of portfolio
|
Q1 2025
Added 20.79%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
2,975,059
shares
|
$63.2 Million
0.02% of portfolio
|
Q4 2024
Added 12.09%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
May 15, 2025 Q1 2025 |
2,876,305
shares
|
$61.1 Million
0.17% of portfolio
|
Q1 2025
Added 6.01%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
2,751,707
shares
|
$58.5 Million
0.01% of portfolio
|
Q1 2025
Added 3.34%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
2,652,802
shares
|
$56.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 63.33%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
May 15, 2025 Q1 2025 |
2,609,800
shares
|
$55.5 Million
0.09% of portfolio
|
Q1 2025
Reduced 30.75%
|
|
|
Marshall Wace, LLP
London, X0 |
May 15, 2025 Q1 2025 |
2,568,814
shares
|
$54.6 Million
0.05% of portfolio
|
Q1 2025
Added 1891.82%
|
|
|
Nuveen, LLC
Charlotte, NC |
May 12, 2025 Q1 2025 |
1,920,751
shares
|
$40.8 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,896,058
shares
|
$40.3 Million
0.0% of portfolio
|
Q1 2025
Added 53.75%
|