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 $7.48 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
|
$2,223
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
97
shares
|
$2,156
0.0% of portfolio
|
Q2 2025
Added 15.48%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Aug 14, 2025 Q2 2025 |
96
shares
|
$2,134
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
91
shares
|
$2,022
0.0% of portfolio
|
Q2 2025
Reduced 69.67%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
90
shares
|
$2,000
0.0% of portfolio
|
Q1 2025
Reduced 87.23%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
85
shares
|
$1,889
0.0% of portfolio
|
Q2 2025
Added 13.33%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
83
shares
|
$1,845
0.0% of portfolio
|
Q2 2025
Reduced 3.49%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
80
shares
|
$1,778
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
80
shares
|
$1,778
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
64
shares
|
$1,422
0.0% of portfolio
|
Q3 2024
Reduced 68.78%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
63
shares
|
$1,400
0.0% of portfolio
|
Q2 2025
Reduced 99.46%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
60
shares
|
$1,333
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
56
shares
|
$1,244
0.0% of portfolio
|
Q2 2025
Reduced 93.54%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
55
shares
|
$1,222
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
53
shares
|
$1,178
0.0% of portfolio
|
Q2 2025
Reduced 74.15%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
52
shares
|
$1,155
0.0% of portfolio
|
Q2 2025
Reduced 42.22%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
50
shares
|
$1,111
0.0% of portfolio
|
Q4 2023
Reduced 94.85%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
47
shares
|
$1,044
0.0% of portfolio
|
Q4 2023
Added 20.51%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
46
shares
|
$1,022
0.0% of portfolio
|
Q2 2025
Reduced 86.67%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
45
shares
|
$1,000
0.0% of portfolio
|
Q2 2025
Added 28.57%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
42
shares
|
$933
0.0% of portfolio
|
Q2 2025
Reduced 35.38%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
41
shares
|
$911
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
40
shares
|
$889
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
40
shares
|
$889
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
40
shares
|
$889
0.0% of portfolio
|
Q2 2025
Reduced 2.44%
|