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 |
|---|---|---|---|---|---|
|
Bayforest Capital LTD
London, X0 |
Jul 28, 2025 Q2 2025 |
39
shares
|
$866
0.0% of portfolio
|
Q2 2025
Reduced 99.4%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
38
shares
|
$844
0.0% of portfolio
|
Q2 2025
Reduced 47.95%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
36
shares
|
$800
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
35
shares
|
$778
0.0% of portfolio
|
Q2 2025
Reduced 53.95%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
35
shares
|
$778
0.0% of portfolio
|
Q2 2025
Reduced 75.0%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
34
shares
|
$755
0.0% of portfolio
|
Q2 2025
Reduced 81.91%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
34
shares
|
$755
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
34
shares
|
$755
0.0% of portfolio
|
Q1 2025
Added 78.95%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
32
shares
|
$711
0.0% of portfolio
|
Q2 2025
Added 88.24%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
32
shares
|
$711
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
31
shares
|
$689
0.0% of portfolio
|
Q2 2025
Added 93.75%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
26
shares
|
$577
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
26
shares
|
$577
0.0% of portfolio
|
Q2 2025
Added 271.43%
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
22
shares
|
$489
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Jul 24, 2025 Q2 2025 |
22
shares
|
$489
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
21
shares
|
$466
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
20
shares
|
$444
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
20
shares
|
$444
0.0% of portfolio
|
Q2 2025
Reduced 55.0%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
19
shares
|
$422
0.0% of portfolio
|
Q2 2025
Added 35.71%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
16
shares
|
$355
0.0% of portfolio
|
Q2 2025
Reduced 98.31%
|
|
|
West End Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
10
shares
|
$222
0.0% of portfolio
|
Q2 2025
Reduced 23.08%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
7
shares
|
$155
0.0% of portfolio
|
Q3 2023
Added 16.67%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
1
shares
|
$22
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|