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 |
|---|---|---|---|---|---|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
1,650
shares
|
$34,716
0.0% of portfolio
|
Q2 2025
Reduced 21.43%
|
|
|
Curat Global, LLC
Springfield, NH |
Aug 01, 2025 Q2 2025 |
1,610
shares
|
$33,874
0.03% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
1,600
shares
|
$33,664
0.01% of portfolio
|
Q3 2024
Reduced 54.29%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
1,494
shares
|
$31,433
0.0% of portfolio
|
Q2 2025
Reduced 24.74%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
1,474
shares
|
$31,012
0.0% of portfolio
|
Q2 2025
Reduced 46.2%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
1,325
shares
|
$27,878
0.0% of portfolio
|
Q1 2025
Reduced 47.52%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Aug 15, 2025 Q2 2025 |
1,320
shares
|
$27,772
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
1,313
shares
|
$27,625
0.0% of portfolio
|
Q2 2025
Reduced 13.68%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
1,267
shares
|
$26,657
0.0% of portfolio
|
Q2 2025
Reduced 6.36%
|
|
|
Altshuler Shaham LTD
|
Aug 14, 2025 Q2 2025 |
1,224
shares
|
$25,752
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
1,210
shares
|
$25,458
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Aug 15, 2025 Q2 2025 |
1,188
shares
|
$24,995
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
1,000
shares
|
$21,040
0.0% of portfolio
|
Q3 2024
Reduced 15.47%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
950
shares
|
$19,988
0.0% of portfolio
|
Q2 2022
Added 102.13%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
941
shares
|
$19,798
0.0% of portfolio
|
Q2 2025
Added 934.07%
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
934
shares
|
$19,651
0.01% of portfolio
|
Q4 2024
Reduced 42.84%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
908
shares
|
$19,104
0.0% of portfolio
|
Q2 2025
Added 104.5%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
815
shares
|
$17,147
0.0% of portfolio
|
Q2 2025
Added 60.43%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
788
shares
|
$16,579
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
757
shares
|
$15,927
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
750
shares
|
$15,780
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
748
shares
|
$15,737
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
734
shares
|
$15,443
0.0% of portfolio
|
Q2 2024
Reduced 22.16%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
732
shares
|
$15,401
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
731
shares
|
$15,380
0.0% of portfolio
|
Q2 2025
Reduced 34.38%
|