Institutional Ownership Invesco Ltd. (IVZ)
This table provides information about the institutional ownership of Invesco Ltd. (IVZ). We have compiled data on the 578 institutions that hold shares in the stock, with a total of 317 Million shares, which have been reported (via 13F filing form) to have a value of $4.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
17,598
shares
|
$274,000
0.0% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
17,579
shares
|
$273,705
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
17,315
shares
|
$269,594
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Numerai Gp LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
16,887
shares
|
$262,930
0.08% of portfolio
|
Q4 2024
Reduced 27.64%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Feb 12, 2025 Q4 2024 |
16,755
shares
|
$260,875
0.1% of portfolio
|
Q3 2024
Reduced 55.27%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
16,580
shares
|
$258,150
0.13% of portfolio
|
Q1 2024
Reduced 34.17%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
16,481
shares
|
$256,609
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
16,193
shares
|
$252,125
0.28% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 17, 2025 Q4 2024 |
16,087
shares
|
$250,474
0.01% of portfolio
|
Q1 2024
Added 0.01%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
16,003
shares
|
$249,166
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Jan 28, 2025 Q4 2024 |
15,710
shares
|
$244,604
0.0% of portfolio
|
Q4 2024
Added 11.03%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Jan 31, 2025 Q4 2024 |
15,698
shares
|
$244,417
0.03% of portfolio
|
Q4 2024
Added 17.83%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
15,658
shares
|
$243,795
0.0% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
15,175
shares
|
$236,274
0.05% of portfolio
|
Q1 2023
Reduced 24.78%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
15,158
shares
|
$236,010
0.03% of portfolio
|
Q4 2024
Added 186.65%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
15,019
shares
|
$233,845
0.0% of portfolio
|
Q4 2023
Reduced 14.95%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
14,857
shares
|
$231,323
0.02% of portfolio
|
Q3 2022
Added 0.07%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
14,727
shares
|
$229,299
0.01% of portfolio
|
Q3 2021
Reduced 2.49%
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
14,452
shares
|
$225,017
0.01% of portfolio
|
Q4 2024
Added 32.11%
|
|
|
Moore Capital Management, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
14,278
shares
|
$222,308
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Feb 12, 2025 Q4 2024 |
14,255
shares
|
$221,950
0.0% of portfolio
|
Q4 2024
Added 10.61%
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
14,080
shares
|
$219,225
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
13,996
shares
|
$217,917
0.0% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
13,677
shares
|
$212,950
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Feb 14, 2025 Q4 2024 |
13,625
shares
|
$212,141
0.02% of portfolio
|
Q4 2024
Reduced 0.95%
|