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 |
|---|---|---|---|---|---|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
84,670
shares
|
$1.8 Million
0.0% of portfolio
|
Q1 2025
Added 33.05%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
84,011
shares
|
$1.79 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
81,914
shares
|
$1.74 Million
0.0% of portfolio
|
Q1 2025
Added 7.39%
|
|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
81,210
shares
|
$1.73 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
81,200
shares
|
$1.73 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Carrera Capital Advisors
Troy, MI |
May 07, 2025 Q1 2025 |
79,493
shares
|
$1.69 Million
0.27% of portfolio
|
Q1 2025
Added 15.69%
|
|
|
Td Asset Management Inc
|
May 07, 2025 Q1 2025 |
79,317
shares
|
$1.69 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
78,693
shares
|
$1.67 Million
0.81% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Css LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
77,557
shares
|
$1.65 Million
0.14% of portfolio
|
Q1 2025
Added 176.43%
|
|
|
Impax Asset Management Group PLC
|
Apr 29, 2025 Q1 2025 |
77,334
shares
|
$1.64 Million
0.01% of portfolio
|
Q1 2025
Added 3.56%
|
|
|
Handelsbanken Fonder Ab
|
Apr 15, 2025 Q1 2025 |
77,000
shares
|
$1.64 Million
0.0% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
May 15, 2025 Q1 2025 |
75,941
shares
|
$1.61 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
May 07, 2025 Q1 2025 |
75,384
shares
|
$1.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jul 21, 2025 Q2 2025 |
75,023
shares
|
$1.59 Million
0.15% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
73,940
shares
|
$1.57 Million
0.0% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Mork Capital Management, LLC
Healdsburg, CA |
May 15, 2025 Q1 2025 |
73,400
shares
|
$1.56 Million
0.9% of portfolio
|
Q2 2020
Added 9191.14%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
72,872
shares
|
$1.55 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.62%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
72,420
shares
|
$1.54 Million
0.0% of portfolio
|
Q4 2024
Reduced 42.62%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
May 01, 2025 Q1 2025 |
72,410
shares
|
$1.54 Million
0.46% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
May 14, 2025 Q1 2025 |
70,921
shares
|
$1.51 Million
0.01% of portfolio
|
Q1 2025
Reduced 20.05%
|
|
|
Maltese Capital Management LLC
New York, NY |
May 14, 2025 Q1 2025 |
70,000
shares
|
$1.49 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Abrdn PLC
|
May 13, 2025 Q1 2025 |
68,257
shares
|
$1.45 Million
0.0% of portfolio
|
Q1 2025
Added 122.23%
|
|
|
Kbc Group Nv
|
Apr 25, 2025 Q1 2025 |
67,672
shares
|
$1.44 Million
0.0% of portfolio
|
Q1 2025
Reduced 24.81%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
67,087
shares
|
$1.43 Million
0.0% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
Centiva Capital, LP
New York, NY |
May 15, 2025 Q1 2025 |
66,397
shares
|
$1.41 Million
0.03% of portfolio
|
Q1 2025
Added 109.3%
|