Institutional Ownership Invesco Ltd. (IVZ)
This table provides information about the institutional ownership of Invesco Ltd. (IVZ). We have compiled data on the 550 institutions that hold shares in the stock, with a total of 301 Million shares, which have been reported (via 13F filing form) to have a value of $5.78 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
112
shares
|
$2,153
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
98
shares
|
$1,884
0.0% of portfolio
|
Q2 2024
Added 117.78%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
97
shares
|
$1,865
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
96
shares
|
$1,846
0.0% of portfolio
|
Q4 2024
Added 5.49%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
94
shares
|
$1,807
0.0% of portfolio
|
Q3 2024
Added 32.39%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
92
shares
|
$1,769
0.0% of portfolio
|
Q4 2024
Reduced 8.91%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
86
shares
|
$1,653
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
86
shares
|
$1,653
0.0% of portfolio
|
Q2 2024
Added 115.0%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
80
shares
|
$1,538
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
77
shares
|
$1,480
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
66
shares
|
$1,269
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
64
shares
|
$1,230
0.0% of portfolio
|
Q3 2024
Reduced 68.78%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
60
shares
|
$1,153
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
55
shares
|
$1,057
0.0% of portfolio
|
Q2 2024
Reduced 64.52%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
53
shares
|
$1,019
0.0% of portfolio
|
Q3 2024
Reduced 72.4%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
51
shares
|
$980
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
51
shares
|
$980
0.0% of portfolio
|
Q2 2024
Added 24.39%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
50
shares
|
$961
0.0% of portfolio
|
Q4 2023
Reduced 94.85%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
47
shares
|
$903
0.0% of portfolio
|
Q4 2023
Added 20.51%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
45
shares
|
$865
0.0% of portfolio
|
Q2 2024
Reduced 68.75%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
43
shares
|
$826
0.0% of portfolio
|
Q3 2024
Reduced 32.81%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
41
shares
|
$788
0.0% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
32
shares
|
$615
0.0% of portfolio
|
Q4 2024
Reduced 68.32%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
27
shares
|
$519
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
27
shares
|
$519
0.0% of portfolio
|
Q4 2024
New holding
|