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 |
|---|---|---|---|---|---|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
2,107
shares
|
$32,805
0.0% of portfolio
|
Q4 2024
Reduced 12.21%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
2,095
shares
|
$32,619
0.03% of portfolio
|
Q2 2022
Reduced 5.46%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
2,000
shares
|
$31,140
0.01% of portfolio
|
Q4 2023
Added 100.0%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
1,985
shares
|
$30,906
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
Feb 12, 2025 Q4 2024 |
1,973
shares
|
$30,719
0.0% of portfolio
|
Q4 2024
Added 68.63%
|
|
|
Deseret Mutual Benefit Administrators
|
Feb 03, 2025 Q4 2024 |
1,824
shares
|
$28,399
0.02% of portfolio
|
Q3 2024
Added 19.92%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
1,770
shares
|
$27,558
0.0% of portfolio
|
Q4 2024
Added 18.79%
|
|
|
Sentry Investment Management LLC
|
Feb 04, 2025 Q4 2024 |
1,751
shares
|
$27,263
0.01% of portfolio
|
Q4 2024
Reduced 14.0%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
1,710
shares
|
$26,624
0.0% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
1,600
shares
|
$24,912
0.01% of portfolio
|
Q3 2024
Reduced 54.29%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
1,561
shares
|
$24,304
0.0% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
1,545
shares
|
$24,055
0.0% of portfolio
|
Q2 2024
Added 126.21%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
1,353
shares
|
$21,066
0.0% of portfolio
|
Q4 2023
Added 6.79%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,279
shares
|
$19,914
0.0% of portfolio
|
Q4 2024
Added 112.46%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,262
shares
|
$19,649
0.0% of portfolio
|
Q4 2024
Added 131.99%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
1,257
shares
|
$19,571
0.0% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
1,137
shares
|
$17,703
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
1,123
shares
|
$17,485
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
1,123
shares
|
$17,485
0.0% of portfolio
|
Q1 2024
Added 12.3%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
1,090
shares
|
$16,971
0.0% of portfolio
|
Q4 2024
Added 27.04%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Feb 03, 2025 Q4 2024 |
1,001
shares
|
$15,585
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
1,000
shares
|
$15,570
0.0% of portfolio
|
Q3 2024
Reduced 15.47%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
960
shares
|
$14,947
0.0% of portfolio
|
Q4 2024
Reduced 6.16%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
959
shares
|
$14,931
0.0% of portfolio
|
Q4 2024
Added 4.47%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
950
shares
|
$14,791
0.0% of portfolio
|
Q2 2022
Added 102.13%
|