Institutional Ownership Invesco Ltd. (IVZ)
This table provides information about the institutional ownership of Invesco Ltd. (IVZ). We have compiled data on the 636 institutions that hold shares in the stock, with a total of 329 Million shares, which have been reported (via 13F filing form) to have a value of $7.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
43
shares
|
$1,011
0.0% of portfolio
|
Q3 2025
Reduced 48.19%
|
|
|
Texas Capital Bancshares Inc
|
Nov 13, 2025 Q3 2025 |
42
shares
|
$987
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
42
shares
|
$987
0.0% of portfolio
|
Q2 2025
Reduced 35.38%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
41
shares
|
$964
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
40
shares
|
$940
0.0% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
40
shares
|
$940
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
39
shares
|
$917
0.0% of portfolio
|
Q3 2025
Reduced 71.74%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
38
shares
|
$893
0.0% of portfolio
|
Q2 2025
Reduced 47.95%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
36
shares
|
$846
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
35
shares
|
$823
0.0% of portfolio
|
Q2 2025
Reduced 53.95%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
34
shares
|
$799
0.0% of portfolio
|
Q2 2025
Reduced 81.91%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
32
shares
|
$752
0.0% of portfolio
|
Q2 2025
Added 88.24%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
32
shares
|
$752
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
31
shares
|
$729
0.0% of portfolio
|
Q3 2025
Added 19.23%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
29
shares
|
$682
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
26
shares
|
$611
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
26
shares
|
$611
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
22
shares
|
$517
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
22
shares
|
$517
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
22
shares
|
$517
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
21
shares
|
$493
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
20
shares
|
$470
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
19
shares
|
$446
0.0% of portfolio
|
Q3 2025
Added 18.75%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
19
shares
|
$446
0.0% of portfolio
|
Q2 2025
Added 35.71%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
10
shares
|
$235
0.0% of portfolio
|
Q3 2025
Reduced 88.24%
|
|