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 |
|---|---|---|---|---|---|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
934
shares
|
$14,542
0.01% of portfolio
|
Q4 2024
Reduced 42.84%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
924
shares
|
$14,386
0.0% of portfolio
|
Q4 2024
Added 12.41%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
846
shares
|
$13,172
0.0% of portfolio
|
Q4 2024
Added 26.08%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jan 28, 2025 Q4 2024 |
796
shares
|
$12,393
0.0% of portfolio
|
Q4 2024
Added 25.75%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
775
shares
|
$12,066
0.0% of portfolio
|
Q4 2024
Added 7.34%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
757
shares
|
$11,786
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
750
shares
|
$11,677
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
748
shares
|
$11,646
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
734
shares
|
$11,428
0.0% of portfolio
|
Q2 2024
Reduced 22.16%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
705
shares
|
$10,976
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
690
shares
|
$10,743
0.01% of portfolio
|
Q4 2023
Added 1.32%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
687
shares
|
$10,696
0.0% of portfolio
|
Q4 2024
Reduced 13.58%
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
669
shares
|
$10,416
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
653
shares
|
$10,167
0.0% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
625
shares
|
$9,731
0.0% of portfolio
|
Q4 2024
Reduced 3.55%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
596
shares
|
$9,279
0.0% of portfolio
|
Q4 2024
Reduced 92.55%
|
|
|
Elequin Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
570
shares
|
$8,874
0.0% of portfolio
|
Q4 2024
Reduced 50.56%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
567
shares
|
$8,828
0.0% of portfolio
|
Q4 2024
Reduced 7.05%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
555
shares
|
$8,641
0.0% of portfolio
|
Q3 2023
Added 20.92%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
500
shares
|
$7,785
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Mar 04, 2025 Q4 2024 |
472
shares
|
$7,349
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
446
shares
|
$6,944
0.0% of portfolio
|
Q1 2023
Reduced 9.35%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
433
shares
|
$6,741
0.0% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
407
shares
|
$6,336
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
400
shares
|
$6,228
0.0% of portfolio
|
Q4 2024
Reduced 48.32%
|