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 |
|---|---|---|---|---|---|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 31, 2024 Q3 2024 |
53,581
shares
|
$932,845
0.39% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
53,493
shares
|
$931,313
0.05% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
53,070
shares
|
$923,948
0.06% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Econ Financial Services Corp
|
Oct 18, 2024 Q3 2024 |
52,317
shares
|
$910,838
0.52% of portfolio
|
Q3 2024
New holding
|
|
|
State Of Alaska, Department Of Revenue
|
Oct 24, 2024 Q3 2024 |
52,316
shares
|
$910,821
0.01% of portfolio
|
Q3 2024
Added 7.27%
|
|
|
Versor Investments LP
|
Nov 04, 2024 Q3 2024 |
50,200
shares
|
$873,982
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
50,042
shares
|
$871,231
0.01% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
49,238
shares
|
$857,233
0.0% of portfolio
|
Q3 2024
Added 83.31%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
48,571
shares
|
$845,621
0.01% of portfolio
|
Q3 2024
Added 10.65%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 05, 2024 Q3 2024 |
48,566
shares
|
$845,534
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
48,200
shares
|
$839,162
0.0% of portfolio
|
Q3 2024
Reduced 47.38%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
48,141
shares
|
$838,134
0.0% of portfolio
|
Q3 2024
Reduced 95.32%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
46,030
shares
|
$801,382
0.01% of portfolio
|
Q3 2024
Reduced 5.27%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
45,706
shares
|
$795,741
0.06% of portfolio
|
Q3 2024
Added 5.73%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2024 Q3 2024 |
45,346
shares
|
$789,473
0.0% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
45,340
shares
|
$789,369
0.0% of portfolio
|
Q3 2024
Added 183.09%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
44,905
shares
|
$781,796
0.0% of portfolio
|
Q3 2024
Added 147.38%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
43,934
shares
|
$764,890
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Advisors LLC
|
Oct 09, 2024 Q3 2024 |
43,000
shares
|
$748,630
0.14% of portfolio
|
Q2 2024
Reduced 3.37%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
42,551
shares
|
$740,812
0.0% of portfolio
|
Q3 2024
Reduced 15.83%
|
|
|
Lecap Asset Management LTD
London, X0 |
Oct 22, 2024 Q3 2024 |
41,293
shares
|
$718,911
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
40,964
shares
|
$713,183
0.0% of portfolio
|
Q3 2023
Reduced 49.14%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
40,588
shares
|
$706,637
0.21% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
40,138
shares
|
$698,802
0.16% of portfolio
|
Q1 2023
New holding
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Nov 14, 2024 Q3 2024 |
39,537
shares
|
$688,339
0.07% of portfolio
|
Q3 2024
New holding
|