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 |
|---|---|---|---|---|---|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Jul 18, 2025 Q2 2025 |
66,324
shares
|
$1.41 Million
0.4% of portfolio
|
Q2 2025
Added 4.12%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
65,453
shares
|
$1.39 Million
0.0% of portfolio
|
Q1 2025
Added 9.73%
|
|
|
Yousif Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
65,393
shares
|
$1.39 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
62,588
shares
|
$1.33 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
61,972
shares
|
$1.32 Million
0.18% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
61,845
shares
|
$1.31 Million
0.08% of portfolio
|
Q3 2023
Reduced 3.38%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
59,999
shares
|
$1.27 Million
0.0% of portfolio
|
Q2 2025
Added 5.52%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
59,519
shares
|
$1.26 Million
0.0% of portfolio
|
Q1 2025
Added 24803.35%
|
|
|
New York Life Investment Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
59,116
shares
|
$1.26 Million
0.01% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
58,211
shares
|
$1.24 Million
0.01% of portfolio
|
Q1 2025
Added 18.83%
|
|
|
Entropy Technologies, LP
New York, NY |
May 12, 2025 Q1 2025 |
56,084
shares
|
$1.19 Million
0.08% of portfolio
|
Q1 2025
Reduced 10.97%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
55,789
shares
|
$1.19 Million
0.0% of portfolio
|
Q1 2025
Reduced 22.24%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Apr 28, 2025 Q1 2025 |
55,575
shares
|
$1.18 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
54,173
shares
|
$1.15 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.86%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
May 16, 2025 Q1 2025 |
52,291
shares
|
$1.11 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
May 09, 2025 Q1 2025 |
52,100
shares
|
$1.11 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
51,783
shares
|
$1.1 Million
0.0% of portfolio
|
Q1 2025
Added 300.58%
|
|
|
State Of Alaska, Department Of Revenue
|
Jul 16, 2025 Q2 2025 |
50,286
shares
|
$1.07 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.22%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
49,665
shares
|
$1.06 Million
0.05% of portfolio
|
Q1 2025
Reduced 5.58%
|
|
|
Sciencast Management LP
|
May 15, 2025 Q1 2025 |
49,217
shares
|
$1.05 Million
0.18% of portfolio
|
Q1 2025
Added 45.3%
|
|
|
Oak Thistle LLC
|
May 06, 2025 Q1 2025 |
48,655
shares
|
$1.03 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
May 13, 2025 Q1 2025 |
48,136
shares
|
$1.02 Million
0.05% of portfolio
|
Q1 2025
Added 18.96%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
48,054
shares
|
$1.02 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
47,462
shares
|
$1.01 Million
0.01% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
May 14, 2025 Q1 2025 |
46,842
shares
|
$995,392
0.06% of portfolio
|
Q1 2025
Reduced 37.68%
|