Institutional Ownership Invesco Ltd. (IVZ)
This table provides information about the institutional ownership of Invesco Ltd. (IVZ). We have compiled data on the 546 institutions that hold shares in the stock, with a total of 302 Million shares, which have been reported (via 13F filing form) to have a value of $5.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Oct 17, 2024 Q3 2024 |
78,452
shares
|
$1.37 Million
0.02% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
Nov 14, 2024 Q3 2024 |
78,451
shares
|
$1.37 Million
0.01% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
Handelsbanken Fonder Ab
|
Oct 04, 2024 Q3 2024 |
75,800
shares
|
$1.32 Million
0.01% of portfolio
|
Q2 2024
Added 10.17%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
73,610
shares
|
$1.28 Million
0.01% of portfolio
|
Q3 2024
Added 26.99%
|
|
|
Mork Capital Management, LLC
Healdsburg, CA |
Nov 14, 2024 Q3 2024 |
73,400
shares
|
$1.28 Million
0.94% of portfolio
|
Q2 2020
Added 9191.14%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 30, 2024 Q3 2024 |
72,507
shares
|
$1.26 Million
0.17% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Oct 16, 2024 Q3 2024 |
72,037
shares
|
$1.25 Million
0.25% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
70,944
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2024
Added 6.07%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Nov 14, 2024 Q3 2024 |
70,669
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2024
Added 9.07%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
68,874
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2024
Added 59.3%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
68,091
shares
|
$1.19 Million
0.16% of portfolio
|
Q3 2024
Added 23.28%
|
|
|
Yousif Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
66,992
shares
|
$1.17 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
66,621
shares
|
$1.16 Million
0.01% of portfolio
|
Q3 2024
Added 260.58%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
66,333
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2024
Added 6.82%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
66,271
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Nov 06, 2024 Q3 2024 |
62,964
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2024
Added 8.33%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
61,845
shares
|
$1.08 Million
0.08% of portfolio
|
Q3 2023
Reduced 3.38%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
61,672
shares
|
$1.07 Million
0.02% of portfolio
|
Q3 2024
Reduced 20.92%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 13, 2024 Q3 2024 |
61,400
shares
|
$1.07 Million
0.4% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Cibc World Markets Corp
New York, NY |
Nov 13, 2024 Q3 2024 |
60,941
shares
|
$1.06 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
58,588
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Impax Asset Management Group PLC
|
Nov 06, 2024 Q3 2024 |
56,500
shares
|
$983,665
0.0% of portfolio
|
Q1 2024
Added 52.29%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
56,214
shares
|
$978,685
0.0% of portfolio
|
Q3 2024
Added 131.28%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
55,415
shares
|
$964,775
0.01% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2024 Q3 2024 |
54,525
shares
|
$949,280
0.0% of portfolio
|
Q3 2024
Reduced 5.42%
|