Institutional Ownership Invesco Ltd. (IVZ)
This table provides information about the institutional ownership of Invesco Ltd. (IVZ). We have compiled data on the 576 institutions that hold shares in the stock, with a total of 340 Million shares, which have been reported (via 13F filing form) to have a value of $7.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
48,841
shares
|
$1.03 Million
0.0% of portfolio
|
Q2 2025
Added 185.69%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
48,354
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.74%
|
|
|
Woodline Partners LP
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
48,351
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2025
Added 27.74%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
48,054
shares
|
$1.01 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Mount Lucas Management LP
Newtown, PA |
Aug 11, 2025 Q2 2025 |
47,704
shares
|
$1 Million
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
45,325
shares
|
$953,638
0.0% of portfolio
|
Q2 2025
Reduced 69.83%
|
|
|
Texas Permanent School Fund
Austin, TX |
May 14, 2025 Q1 2025 |
44,889
shares
|
$944,464
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
44,714
shares
|
$940,782
0.01% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Elo Mutual Pension Insurance CO
|
Aug 12, 2025 Q2 2025 |
44,379
shares
|
$933,734
0.01% of portfolio
|
Q2 2025
Added 19.92%
|
|
|
Centiva Capital, LP
New York, NY |
Aug 13, 2025 Q2 2025 |
43,204
shares
|
$909,012
0.01% of portfolio
|
Q2 2025
Reduced 34.93%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
43,040
shares
|
$905,561
0.04% of portfolio
|
Q2 2025
Reduced 13.34%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Aug 12, 2025 Q2 2025 |
42,052
shares
|
$884,774
0.03% of portfolio
|
Q2 2025
Reduced 12.64%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
41,084
shares
|
$864,407
0.2% of portfolio
|
Q1 2025
Added 3.83%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
40,964
shares
|
$861,882
0.0% of portfolio
|
Q3 2023
Reduced 49.14%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
40,138
shares
|
$844,503
0.16% of portfolio
|
Q1 2023
New holding
|
|
|
Neos Investment Management LLC
Westport, CT |
Aug 13, 2025 Q2 2025 |
39,853
shares
|
$838,507
0.01% of portfolio
|
Q2 2025
Added 22.78%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
39,055
shares
|
$821,717
0.01% of portfolio
|
Q2 2025
Reduced 58.11%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
38,981
shares
|
$820,160
0.01% of portfolio
|
Q2 2025
Added 5.07%
|
|
|
Oregon Public Employees Retirement Fund
|
Jul 25, 2025 Q2 2025 |
38,607
shares
|
$812,291
0.01% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Twin Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
38,366
shares
|
$807,220
0.07% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
38,048
shares
|
$800,529
0.01% of portfolio
|
Q2 2025
Added 48.57%
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
37,679
shares
|
$792,766
0.0% of portfolio
|
Q2 2025
Added 11.96%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
37,553
shares
|
$790,115
0.0% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
37,433
shares
|
$787,590
0.27% of portfolio
|
Q2 2025
Added 12.8%
|
|
|
Wellington Management Group LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
36,972
shares
|
$777,890
0.0% of portfolio
|
Q2 2025
Added 34.12%
|