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 |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
4,614
shares
|
$97,078
0.0% of portfolio
|
Q2 2025
Added 85.82%
|
|
|
Proffitt & Goodson Inc
|
Jul 23, 2025 Q2 2025 |
4,606
shares
|
$96,910
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
4,259
shares
|
$89,609
0.0% of portfolio
|
Q1 2025
Reduced 95.9%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
4,224
shares
|
$88,872
0.0% of portfolio
|
Q2 2025
Reduced 13.58%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
4,180
shares
|
$87,947
0.02% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
4,010
shares
|
$84,370
0.0% of portfolio
|
Q2 2025
Added 11.3%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Aug 05, 2025 Q2 2025 |
3,321
shares
|
$69,873
0.0% of portfolio
|
Q2 2025
Reduced 81.78%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
3,176
shares
|
$66,823
0.0% of portfolio
|
Q2 2025
Reduced 48.44%
|
|
|
Silvant Capital Management LLC
|
Aug 13, 2025 Q2 2025 |
2,649
shares
|
$55,734
0.0% of portfolio
|
Q3 2019
Reduced 18.06%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
2,623
shares
|
$55,187
0.0% of portfolio
|
Q2 2025
Added 45.8%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
2,570
shares
|
$54,072
0.0% of portfolio
|
Q2 2025
Reduced 78.64%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,559
shares
|
$53,841
0.0% of portfolio
|
Q2 2025
Reduced 16.75%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
2,510
shares
|
$52,810
0.0% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,340
shares
|
$49,233
0.0% of portfolio
|
Q2 2020
Added 46.14%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
2,289
shares
|
$48,160
0.0% of portfolio
|
Q2 2025
Added 25.22%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
2,208
shares
|
$46,456
0.0% of portfolio
|
Q2 2025
Reduced 11.15%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
2,152
shares
|
$45,278
0.0% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
2,133
shares
|
$44,878
0.0% of portfolio
|
Q2 2025
Reduced 7.34%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
2,127
shares
|
$44,752
0.0% of portfolio
|
Q2 2025
Added 55.71%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
2,105
shares
|
$44,289
0.01% of portfolio
|
Q2 2025
Reduced 40.18%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
2,103
shares
|
$44,247
0.01% of portfolio
|
Q2 2025
Reduced 95.51%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
2,095
shares
|
$44,078
0.03% of portfolio
|
Q2 2022
Reduced 5.46%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
1,948
shares
|
$40,985
0.0% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Caption Management, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
1,929
shares
|
$40,586
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Deseret Mutual Benefit Administrators
|
Aug 01, 2025 Q2 2025 |
1,824
shares
|
$38,376
0.01% of portfolio
|
Q3 2024
Added 19.92%
|