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 |
|---|---|---|---|---|---|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
271
shares
|
$5,701
0.0% of portfolio
|
Q2 2025
Reduced 33.42%
|
|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
267
shares
|
$5,617
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
258
shares
|
$5,428
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
247
shares
|
$5,196
0.0% of portfolio
|
Q3 2022
Added 15.42%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
238
shares
|
$5,007
0.0% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
235
shares
|
$4,944
0.0% of portfolio
|
Q1 2025
Added 31.28%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
231
shares
|
$4,860
0.0% of portfolio
|
Q2 2025
Reduced 38.4%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
200
shares
|
$4,208
0.0% of portfolio
|
Q1 2025
Reduced 5.21%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
190
shares
|
$3,997
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
172
shares
|
$3,618
0.0% of portfolio
|
Q2 2025
Added 49.57%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
171
shares
|
$3,597
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
169
shares
|
$3,555
0.0% of portfolio
|
Q2 2023
Reduced 33.73%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
162
shares
|
$3,408
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
162
shares
|
$3,408
0.0% of portfolio
|
Q2 2025
Reduced 43.75%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
161
shares
|
$3,387
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
148
shares
|
$3,113
0.0% of portfolio
|
Q2 2025
Reduced 98.46%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
139
shares
|
$2,924
0.0% of portfolio
|
Q2 2025
Added 24.11%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
138
shares
|
$2,903
0.0% of portfolio
|
Q2 2025
Reduced 56.05%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
129
shares
|
$2,714
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
126
shares
|
$2,651
0.0% of portfolio
|
Q2 2025
Reduced 37.0%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
123
shares
|
$2,587
0.0% of portfolio
|
Q1 2025
Reduced 89.05%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
118
shares
|
$2,482
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
112
shares
|
$2,356
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
108
shares
|
$2,272
0.0% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
105
shares
|
$2,209
0.0% of portfolio
|
Q2 2025
New holding
|