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 |
|---|---|---|---|---|---|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
36,041
shares
|
$758,302
0.0% of portfolio
|
Q2 2025
Added 7.4%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
35,985
shares
|
$757,124
0.02% of portfolio
|
Q2 2025
Reduced 31.65%
|
|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
35,871
shares
|
$754,725
0.01% of portfolio
|
Q1 2025
Reduced 15.79%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
35,655
shares
|
$750,181
0.04% of portfolio
|
Q2 2022
Reduced 2.36%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
35,351
shares
|
$743,785
0.02% of portfolio
|
Q3 2023
Reduced 9.03%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Aug 07, 2025 Q2 2025 |
35,141
shares
|
$739,366
0.0% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
35,070
shares
|
$737,872
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Xponance, Inc.
|
Aug 14, 2025 Q2 2025 |
35,046
shares
|
$737,367
0.0% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
33,843
shares
|
$712,056
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Aug 14, 2025 Q2 2025 |
33,690
shares
|
$708,837
0.0% of portfolio
|
Q2 2025
Reduced 78.95%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
32,007
shares
|
$673,427
0.0% of portfolio
|
Q2 2025
Added 10.64%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
31,487
shares
|
$662,486
0.05% of portfolio
|
Q4 2022
Reduced 2.02%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
31,312
shares
|
$658,804
0.1% of portfolio
|
Q1 2025
Added 5.61%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Aug 08, 2025 Q2 2025 |
30,885
shares
|
$649,820
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
30,644
shares
|
$644,749
0.0% of portfolio
|
Q2 2025
Added 11.27%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
30,639
shares
|
$644,644
0.01% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Aug 04, 2025 Q2 2025 |
30,156
shares
|
$634,482
0.09% of portfolio
|
Q2 2025
Added 84.56%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Aug 11, 2025 Q2 2025 |
29,961
shares
|
$630,379
0.0% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
29,789
shares
|
$626,760
0.01% of portfolio
|
Q2 2025
Reduced 11.58%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
29,589
shares
|
$622,552
0.03% of portfolio
|
Q2 2025
Added 30.83%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
28,777
shares
|
$605,468
0.0% of portfolio
|
Q4 2024
Reduced 27.67%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
28,586
shares
|
$601,449
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
27,984
shares
|
$588,783
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
27,655
shares
|
$581,861
0.0% of portfolio
|
Q2 2025
Reduced 96.35%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
26,817
shares
|
$564,229
0.0% of portfolio
|
Q2 2025
Reduced 26.41%
|