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 |
|---|---|---|---|---|---|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Aug 11, 2025 Q2 2025 |
16,389
shares
|
$344,824
0.0% of portfolio
|
Q2 2025
Added 14.17%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
16,367
shares
|
$344,361
0.02% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
16,177
shares
|
$340,364
0.01% of portfolio
|
Q2 2025
Added 44.24%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
16,010
shares
|
$336,850
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
16,003
shares
|
$336,703
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
15,743
shares
|
$331,232
0.0% of portfolio
|
Q2 2025
Added 186.55%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Aug 14, 2025 Q2 2025 |
15,366
shares
|
$323,300
0.0% of portfolio
|
Q1 2025
Reduced 53.25%
|
|
|
Paragon Capital Management LTD
|
Jul 16, 2025 Q2 2025 |
15,189
shares
|
$319,576
0.05% of portfolio
|
Q2 2025
Reduced 19.93%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
15,175
shares
|
$319,282
0.04% of portfolio
|
Q1 2023
Reduced 24.78%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
15,123
shares
|
$318,187
0.01% of portfolio
|
Q2 2025
Reduced 5.99%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
15,069
shares
|
$317,051
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
15,019
shares
|
$315,999
0.0% of portfolio
|
Q4 2023
Reduced 14.95%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
14,857
shares
|
$312,591
0.02% of portfolio
|
Q3 2022
Added 0.07%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
14,808
shares
|
$311,560
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
14,727
shares
|
$309,856
0.01% of portfolio
|
Q3 2021
Reduced 2.49%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
14,331
shares
|
$301,524
0.0% of portfolio
|
Q2 2025
Reduced 10.97%
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
14,080
shares
|
$296,243
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
Jul 28, 2025 Q2 2025 |
13,796
shares
|
$290,267
0.0% of portfolio
|
Q4 2024
Reduced 8.15%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
13,670
shares
|
$287,616
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Everence Capital Management Inc
|
Jul 29, 2025 Q2 2025 |
13,310
shares
|
$280,042
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
13,284
shares
|
$279,495
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
13,200
shares
|
$277,728
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Prelude Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
13,134
shares
|
$276,339
0.02% of portfolio
|
Q2 2025
Reduced 25.06%
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
13,028
shares
|
$274,109
0.1% of portfolio
|
Q2 2025
Reduced 34.38%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
13,012
shares
|
$273,772
0.0% of portfolio
|
Q2 2025
Reduced 18.4%
|