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Invesco (IVZ) Institutional Ownership

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$14.63 -0.53 (-3.49%)
Closing price 05/21/2025 03:59 PM Eastern
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$14.66 +0.03 (+0.20%)
As of 07:40 AM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco (NYSE:IVZ)

Current
Institutional Ownership
Percentage
66.09%
Number of
Institutional Buyers
(last 12 months)
303
Total
Institutional Inflows
(last 12 months)
$2.24B
Number of
Institutional Sellers
(last 12 months)
190
Total
Institutional Outflows
(last 12 months)
$323.93M
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IVZ Institutional Buying and Selling by Quarter

Invesco Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2025 Focus Partners Wealth25,888$393K0.0%-25.9%0.006%
5/19/2025 Bayforest Capital Ltd6,491$98K0.0%N/A0.001%
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC1,046,667$15.88M0.0%+1.2%0.234%
5/16/2025 Woodline Partners LP37,850$574K0.0%+40.2%0.008%
5/16/2025 Continental Advisors LLC131,690$2.00M1.1%-22.7%0.029%
5/16/2025 MBB Public Markets I LLC20,251$307K0.0%N/A0.005%
5/16/2025 Meiji Yasuda Asset Management Co Ltd.35,070$532K0.0%N/A0.008%
5/16/2025 Sciencast Management LP49,217$747K0.2%+45.3%0.011%
5/16/2025 Goldman Sachs Group Inc.7,026,920$106.60M0.0%+99.6%1.570%
5/16/2025 Dynamic Technology Lab Private Ltd52,291$793K0.1%N/A0.012%
5/16/2025 Teza Capital Management LLC19,013$288K0.1%-81.0%0.004%
5/16/2025 UniSuper Management Pty Ltd103,504$1.57M0.0%+16.9%0.023%
5/16/2025 Parallax Volatility Advisers L.P.19,470$295K0.0%-91.1%0.004%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.35,767$543K0.0%+7.2%0.008%
5/16/2025 Integrated Wealth Concepts LLC37,100$563K0.0%N/A0.008%
5/16/2025 Hancock Whitney Corp107,466$1.63M0.1%+121.9%0.024%
5/16/2025 Cinctive Capital Management LP307,455$4.66M0.4%N/A0.069%
5/16/2025 Alliancebernstein L.P.6,985,352$105.97M0.0%+9.5%1.561%
5/16/2025 AQR Capital Management LLC11,028,524$165.26M0.2%+35.4%2.464%
5/16/2025 Advisors Asset Management Inc.30,186$458K0.0%+29.9%0.007%
5/16/2025 Amundi3,204,847$44.32M0.0%+20.8%0.716%
5/16/2025 Adage Capital Partners GP L.L.C.75,941$1.15M0.0%N/A0.017%
5/15/2025 Federation des caisses Desjardins du Quebec120,403$1.83M0.0%+14.6%0.027%
5/15/2025 EP Wealth Advisors LLC12,477$189K0.0%+6.8%0.003%
5/15/2025 Focus Partners Advisor Solutions LLC29,874$453K0.0%+118.4%0.007%
5/15/2025 Royal Bank of Canada976,702$14.82M0.0%-5.7%0.218%
5/15/2025 Retirement Planning Co of New England Inc.33,186$503K0.2%+7.5%0.007%
5/15/2025 Quarry LP5,485$83K0.0%+719.9%0.001%
5/15/2025 Nomura Holdings Inc.14,147$215K0.0%-102.6%0.003%
5/15/2025 Mubadala Investment Co PJSC236,500$3.59M0.0%+7.3%0.053%
5/15/2025 Baird Financial Group Inc.96,066$1.46M0.0%-1.4%0.021%
5/15/2025 Vident Advisory LLC87,903$1.33M0.0%+16.8%0.020%
5/15/2025 Magnetar Financial LLC10,577$160K0.0%-6.9%0.002%
5/15/2025 Canada Pension Plan Investment Board371,100$5.63M0.0%-43.9%0.083%
5/15/2025 State of Wyoming22,137$336K0.0%N/A0.005%
5/15/2025 Trexquant Investment LP125,257$1.90M0.0%-78.5%0.028%
5/15/2025 BNP Paribas Financial Markets1,888,286$28.65M0.0%-12.1%0.422%
5/15/2025 Eisler Capital Management Ltd.15,426$234K0.0%N/A0.003%
5/14/2025 Ieq Capital LLC357,154$5.42M0.0%-27.1%0.080%
5/14/2025 Rafferty Asset Management LLC160,174$2.43M0.0%-5.9%0.036%
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5/14/2025 Corebridge Financial Inc.102,380$1.55M0.0%-3.3%0.023%
5/14/2025 MetLife Investment Management LLC114,867$1.74M0.0%-2.2%0.026%
5/14/2025 Jump Financial LLC231,218$3.51M0.0%+30.2%0.052%
5/14/2025 SVB Wealth LLC2,131$32K0.0%N/A0.000%
5/14/2025 Valueworks LLC99,826$1.51M0.6%-51.9%0.022%
5/14/2025 Northwestern Mutual Wealth Management Co.73,940$1.12M0.0%+1.6%0.017%
5/14/2025 Norinchukin Bank The23,764$360K0.0%+15.8%0.005%
5/14/2025 Kaufman Rossin Wealth LLC14,790$224K0.2%N/A0.003%
5/14/2025 Capital Fund Management S.A.331,196$5.02M0.0%-2,157.1%0.074%
5/14/2025 Erste Asset Management GmbH140,617$2.14M0.0%+8.0%0.031%
5/14/2025 Venture Visionary Partners LLC129,099$1.96M0.1%-46.8%0.029%
5/14/2025 Banco Bilbao Vizcaya Argentaria S.A.139,643$2.12M0.0%+14.2%0.031%
5/14/2025 Hsbc Holdings PLC542,110$8.17M0.0%-41.7%0.121%
5/14/2025 Quantbot Technologies LP304,141$4.61M0.1%+184.5%0.068%
5/14/2025 Wellington Management Group LLP27,566$418K0.0%N/A0.006%
5/13/2025 Northern Trust Corp7,083,410$107.46M0.0%+11.3%1.583%
5/13/2025 Brooklyn Investment Group5,465$83K0.0%+17.1%0.001%
5/13/2025 Versor Investments LP84,800$1.29M0.2%-35.3%0.019%
5/13/2025 Summit Securities Group LLC2,688$41K0.0%N/A0.001%
5/13/2025 Algert Global LLC482,497$7.32M0.2%-5.0%0.108%
5/13/2025 American Century Companies Inc.133,993$2.03M0.0%-2.6%0.030%
5/13/2025 Brandywine Global Investment Management LLC108,480$1.65M0.0%+16.0%0.024%
5/13/2025 Aberdeen Group plc68,257$1.03M0.0%+122.2%0.015%
5/13/2025 Dimensional Fund Advisors LP19,746,797$299.55M0.1%-1.8%4.412%
5/13/2025 Kovitz Investment Group Partners LLC11,621$176K0.0%-25.8%0.003%
5/13/2025 Russell Investments Group Ltd.101,792$1.54M0.0%-3.2%0.023%
5/13/2025 Resona Asset Management Co. Ltd.3,943$60K0.0%+33.5%0.001%
5/13/2025 HighTower Advisors LLC15,947$242K0.0%-25.5%0.004%
5/12/2025 Public Sector Pension Investment Board244,800$3.71M0.0%+110.0%0.055%
5/12/2025 Independent Advisor Alliance11,215$170K0.0%N/A0.003%
5/12/2025 Nuveen LLC1,920,751$29.14M0.0%N/A0.429%
5/12/2025 Entropy Technologies LP56,084$851K0.1%-11.0%0.013%
5/12/2025 Mizuho Securities USA LLC35,871$544K0.0%-15.8%0.008%
5/12/2025 Atlas Capital Advisors Inc.7,938$120K0.0%N/A0.002%
5/12/2025 Connor Clark & Lunn Investment Management Ltd.15,560$236K0.0%-35.9%0.003%
5/12/2025 Townsquare Capital LLC17,882$271K0.0%+33.7%0.004%
5/12/2025 National Bank of Canada FI343,627$5.21M0.0%-34.9%0.077%
5/12/2025 Citigroup Inc.439,250$6.66M0.0%+93.4%0.098%
5/12/2025 Swiss National Bank653,100$9.91M0.0%-1.6%0.146%
5/12/2025 Mitsubishi UFJ Asset Management Co. Ltd.458,190$6.95M0.0%+36.8%0.102%
5/12/2025 Maryland State Retirement & Pension System17,077$259K0.0%-18.2%0.004%
5/9/2025 Mutual of America Capital Management LLC52,100$790K0.0%-3.2%0.012%
5/9/2025 Keynote Financial Services LLC12,091$183K0.1%N/A0.003%
5/9/2025 Headlands Technologies LLC9,596$146K0.0%-36.7%0.002%
5/9/2025 Deutsche Bank AG2,975,059$45.13M0.0%-10.8%0.665%
5/9/2025 Charles Schwab Investment Management Inc.4,452,945$67.55M0.0%+0.7%0.995%
5/9/2025 Vanguard Group Inc.49,262,299$747.31M0.0%-4.3%11.007%
5/9/2025 iA Global Asset Management Inc.18,223$276K0.0%N/A0.004%
5/9/2025 ABC Arbitrage SA33,845$513K0.1%N/A0.008%
5/9/2025 Bank of Nova Scotia490,827$7.45M0.0%+25.6%0.110%
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5/9/2025 R Squared Ltd12,680$192K0.2%+36.1%0.003%
5/9/2025 PNC Financial Services Group Inc.100,992$1.53M0.0%-4.6%0.023%
5/8/2025Jefferies Financial Group Inc.951,449$14.43M0.1%N/A0.213%
5/8/2025 Natixis Advisors LLC17,096$259K0.0%+39.7%0.004%
5/8/2025 Letko Brosseau & Associates Inc.1,592,863$24.16M0.5%-1.0%0.356%
5/8/2025 Arkadios Wealth Advisors19,456$295K0.0%N/A0.004%
5/8/2025 Bayforest Capital Ltd6,491$98K0.0%N/A0.001%
5/8/2025 XTX Topco Ltd14,868$226K0.0%+39.1%0.003%
5/8/2025 Federated Hermes Inc.1,969$30K0.0%+186.6%0.000%
5/8/2025 Cozad Asset Management Inc.84,011$1.27M0.1%N/A0.019%
(Data available from 1/1/2016 forward)

IVZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IVZ shares?

During the previous two years, 524 institutional investors and hedge funds held shares of Invesco. The most heavily invested institutionals were Quilter Plc ($2.23B), Massachusetts Mutual Life Insurance Co. ($1.43B), BlackRock Inc. ($804.47M), Vanguard Group Inc. ($747.31M), Trian Fund Management L.P. ($406.93M), State Street Corp ($369.82M), and Dimensional Fund Advisors LP ($299.55M).Learn more on IVZ's institutional investors.

What percentage of Invesco stock is owned by institutional investors?

66.09% of Invesco stock is owned by institutional investors. Learn more on IVZ's institutional investor holdings.

Which institutional investors have been buying Invesco stock?

Of the 429 institutional investors that purchased Invesco stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Massachusetts Mutual Life Insurance Co. ($81.33M), Norges Bank ($6.63M), Dimensional Fund Advisors LP ($6.39M), AQR Capital Management LLC ($6.33M), Fisher Asset Management LLC ($4.03M), Point72 Asset Management L.P. ($3.51M), and Goldman Sachs Group Inc. ($3.51M).

How much institutional buying is happening at Invesco?

Institutional investors have bought a total of 170,195,433 shares in the last 24 months. This purchase volume represents approximately $2.90B in transactions.

Which Invesco major shareholders have been selling company stock?

Of the 286 institutional investors that sold Invesco stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Massachusetts Financial Services Co. MA ($4.54M), Vanguard Group Inc. ($4.15M), Trian Fund Management L.P. ($4.05M), Pzena Investment Management LLC ($1.80M), Robeco Institutional Asset Management B.V. ($1.21M), Healthcare of Ontario Pension Plan Trust Fund ($1.04M), and Swedbank AB ($1M).

How much institutional selling is happening at Invesco?

Institutional investors have sold a total of 40,985,464 shares in the last 24 months. This volume of shares sold represents approximately $678.61M in transactions.



This page (NYSE:IVZ) was last updated on 5/22/2025 by MarketBeat.com Staff
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