Institutional Ownership Invesco Ltd. (IVZ)
This table provides information about the institutional ownership of Invesco Ltd. (IVZ). We have compiled data on the 577 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 |
|---|---|---|---|---|---|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
698
shares
|
$14,685
0.0% of portfolio
|
Q2 2025
Added 161.42%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
690
shares
|
$14,517
0.01% of portfolio
|
Q4 2023
Added 1.32%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
671
shares
|
$14,117
0.0% of portfolio
|
Q2 2025
Reduced 37.23%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
638
shares
|
$13,423
0.0% of portfolio
|
Q2 2025
Added 20.38%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
624
shares
|
$13,128
0.01% of portfolio
|
Q2 2025
Reduced 37.66%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
565
shares
|
$11,887
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
555
shares
|
$11,677
0.0% of portfolio
|
Q3 2023
Added 20.92%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
536
shares
|
$11,277
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
527
shares
|
$11,088
0.0% of portfolio
|
Q2 2025
Added 1217.5%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
520
shares
|
$10,940
0.0% of portfolio
|
Q2 2025
Reduced 7.64%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
484
shares
|
$10,183
0.0% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
474
shares
|
$9,972
0.0% of portfolio
|
Q2 2025
Added 46.3%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
446
shares
|
$9,383
0.0% of portfolio
|
Q1 2023
Reduced 9.35%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
446
shares
|
$9,383
0.0% of portfolio
|
Q2 2025
Added 671.97%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
443
shares
|
$9,320
0.0% of portfolio
|
Q2 2025
Reduced 79.81%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
381
shares
|
$8,016
0.0% of portfolio
|
Q2 2025
Reduced 99.36%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
336
shares
|
$7,069
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
336
shares
|
$7,069
0.0% of portfolio
|
Q2 2025
Added 460.0%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
329
shares
|
$6,922
0.0% of portfolio
|
Q2 2025
Reduced 65.22%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
321
shares
|
$6,753
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
321
shares
|
$6,753
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
315
shares
|
$6,627
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
302
shares
|
$6,354
0.0% of portfolio
|
Q2 2025
Added 37.27%
|
|
|
Clear Street Markets LLC
|
Aug 12, 2025 Q2 2025 |
301
shares
|
$6,333
0.0% of portfolio
|
Q2 2025
Reduced 88.8%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
278
shares
|
$5,849
0.0% of portfolio
|
Q3 2023
New holding
|