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 |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
12,946
shares
|
$272,383
0.01% of portfolio
|
Q2 2025
Added 181.43%
|
|
|
Keebeck Alpha, LP
Stamford, CT |
Aug 08, 2025 Q2 2025 |
12,892
shares
|
$271,247
0.35% of portfolio
|
Q2 2025
Reduced 28.06%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
12,728
shares
|
$267,797
0.12% of portfolio
|
Q2 2025
Added 248.14%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
12,595
shares
|
$264,998
0.02% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
12,538
shares
|
$263,799
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
12,482
shares
|
$262,621
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
12,369
shares
|
$260,243
0.0% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Aug 14, 2025 Q2 2025 |
12,325
shares
|
$259,318
0.02% of portfolio
|
Q1 2025
Reduced 9.54%
|
|
|
Drw Securities, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
12,321
shares
|
$259,233
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
12,240
shares
|
$257,529
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
12,133
shares
|
$255,278
0.0% of portfolio
|
Q2 2025
Reduced 12.82%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
11,990
shares
|
$252,269
0.0% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
11,916
shares
|
$250,712
0.01% of portfolio
|
Q2 2025
Reduced 44.29%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Aug 07, 2025 Q2 2025 |
11,744
shares
|
$247,093
0.12% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Teza Capital Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
11,699
shares
|
$246,146
0.14% of portfolio
|
Q2 2025
Reduced 38.47%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Aug 12, 2025 Q2 2025 |
11,551
shares
|
$243,033
0.06% of portfolio
|
Q2 2025
Reduced 65.83%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
11,498
shares
|
$241,917
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
11,414
shares
|
$240,150
0.0% of portfolio
|
Q2 2025
Reduced 83.13%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
11,405
shares
|
$239,961
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
11,360
shares
|
$239,014
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
11,233
shares
|
$236,342
0.0% of portfolio
|
Q2 2025
Reduced 3.34%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
11,200
shares
|
$235,648
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
11,133
shares
|
$234,238
0.0% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
11,005
shares
|
$231,545
0.0% of portfolio
|
Q2 2025
Added 11.83%
|
|
|
Carrera Capital Advisors
Troy, MI |
Jul 31, 2025 Q2 2025 |
10,940
shares
|
$230,177
0.03% of portfolio
|
Q2 2025
Reduced 86.24%
|