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 |
|---|---|---|---|---|---|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
34
shares
|
$722
0.0% of portfolio
|
Q1 2025
Added 78.95%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
34
shares
|
$722
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
34
shares
|
$722
0.0% of portfolio
|
Q2 2025
Reduced 81.91%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
32
shares
|
$680
0.0% of portfolio
|
Q2 2025
Added 88.24%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
32
shares
|
$680
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
26
shares
|
$552
0.0% of portfolio
|
Q2 2025
Added 271.43%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
20
shares
|
$425
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
20
shares
|
$425
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
16
shares
|
$340
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
15
shares
|
$318
0.0% of portfolio
|
Q1 2025
Reduced 70.59%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
14
shares
|
$297
0.0% of portfolio
|
Q1 2025
Reduced 26.32%
|
|
|
West End Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
10
shares
|
$212
0.0% of portfolio
|
Q2 2025
Reduced 23.08%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
9
shares
|
$191
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
7
shares
|
$148
0.0% of portfolio
|
Q3 2023
Added 16.67%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
Closed
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
Closed
|