Institutional Ownership Invesco Ltd. (IVZ)
This table provides information about the institutional ownership of Invesco Ltd. (IVZ). We have compiled data on the 573 institutions that hold shares in the stock, with a total of 326 Million shares, which have been reported (via 13F filing form) to have a value of $6.59 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
100
shares
|
$2,125
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
97
shares
|
$2,061
0.0% of portfolio
|
Q2 2025
Added 15.48%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
91
shares
|
$1,933
0.0% of portfolio
|
Q1 2025
Added 295.65%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
90
shares
|
$1,912
0.0% of portfolio
|
Q1 2025
Reduced 87.23%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
86
shares
|
$1,827
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
80
shares
|
$1,700
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
80
shares
|
$1,700
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
76
shares
|
$1,615
0.0% of portfolio
|
Q1 2025
Reduced 19.15%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
75
shares
|
$1,593
0.0% of portfolio
|
Q1 2025
Reduced 70.82%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
73
shares
|
$1,551
0.0% of portfolio
|
Q1 2025
Reduced 15.12%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
65
shares
|
$1,381
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
64
shares
|
$1,360
0.0% of portfolio
|
Q3 2024
Reduced 68.78%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
60
shares
|
$1,275
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
60
shares
|
$1,275
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
55
shares
|
$1,168
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
53
shares
|
$1,126
0.0% of portfolio
|
Q2 2025
Reduced 74.15%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
52
shares
|
$1,105
0.0% of portfolio
|
Q2 2025
Reduced 42.22%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
51
shares
|
$1,083
0.0% of portfolio
|
Q2 2024
Added 24.39%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
50
shares
|
$1,062
0.0% of portfolio
|
Q4 2023
Reduced 94.85%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
47
shares
|
$998
0.0% of portfolio
|
Q4 2023
Added 20.51%
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
45
shares
|
$956
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
41
shares
|
$871
0.0% of portfolio
|
Q1 2025
Reduced 37.88%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
40
shares
|
$850
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
40
shares
|
$850
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
35
shares
|
$743
0.0% of portfolio
|
Q1 2025
Added 29.63%
|