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Invesco (IVZ) Institutional Ownership

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$20.72 +0.15 (+0.73%)
Closing price 03:59 PM Eastern
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$20.69 -0.03 (-0.14%)
As of 07:16 PM 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)
320
Total
Institutional Inflows
(last 12 months)
$2.26B
Number of
Institutional Sellers
(last 12 months)
201
Total
Institutional Outflows
(last 12 months)
$344.12M
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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
8/8/2025Arvest Bank Trust Division30,885$487K0.0%N/A0.007%
8/8/2025Police & Firemen s Retirement System of New Jersey140,176$2.21M0.0%+6.0%0.031%
8/8/2025Geode Capital Management LLC11,107,421$174.82M0.0%+0.8%2.482%
8/8/2025ABC Arbitrage SA71,245$1.12M0.1%+110.5%0.016%
8/8/2025PNC Financial Services Group Inc.118,277$1.87M0.0%+17.1%0.026%
8/8/2025Quinn Opportunity Partners LLC70,100$1.11M0.1%N/A0.016%
8/8/2025KBC Group NV11,414$180K0.0%-83.1%0.003%
8/7/2025Vise Technologies Inc.13,284$209K0.0%N/A0.003%
8/7/2025Allworth Financial LP56,896$897K0.0%+9.9%0.013%
8/7/2025ProShare Advisors LLC186,545$2.94M0.0%+2.6%0.042%
8/7/2025Zions Bancorporation National Association UT4,043$64K0.0%+6,217.2%0.001%
8/7/2025Rathbones Group PLC170,480$2.69M0.0%-0.7%0.038%
8/7/2025Campbell & CO Investment Adviser LLC214,827$3.39M0.2%+358.6%0.048%
8/7/2025Connor Clark & Lunn Investment Management Ltd.196,792$3.10M0.0%+1,164.7%0.044%
8/7/2025Mitsubishi UFJ Asset Management Co. Ltd.465,149$7.34M0.0%+1.5%0.104%
8/6/2025 Prospera Financial Services Inc16,010$253K0.0%N/A0.004%
8/6/2025 AE Wealth Management LLC27,655$436K0.0%-96.4%0.006%
8/6/2025 Metis Global Partners LLC10,597$167K0.0%N/A0.002%
8/6/2025 Savant Capital LLC45,325$715K0.0%-69.8%0.010%
8/6/2025 Twin Capital Management Inc.38,366$605K0.1%-1.7%0.009%
8/6/2025 Resona Asset Management Co. Ltd.4,998$78K0.0%+26.8%0.001%
8/5/2025 Bank of New York Mellon Corp2,197,251$34.65M0.0%-11.9%0.491%
8/5/2025 Corton Capital Inc.10,190$161K0.2%N/A0.002%
8/5/2025 Bank of Montreal Can676,333$10.67M0.0%+163.5%0.151%
8/5/2025 iA Global Asset Management Inc.3,321$52K0.0%-81.8%0.001%
8/5/2025 Versor Investments LP64,600$1.02M0.2%-23.8%0.014%
8/4/2025 Simon Quick Advisors LLC10,818$171K0.0%N/A0.002%
8/4/2025 Strs Ohio106,984$1.69M0.0%-13.9%0.024%
8/4/2025 Impact Partnership Wealth LLC30,156$476K0.1%+84.6%0.007%
8/4/2025 Amalgamated Bank82,280$1.30M0.0%+1.3%0.018%
8/4/2025 Live Oak Private Wealth LLC356,393$5.62M0.8%+2.5%0.080%
8/4/2025 Assetmark Inc.15,743$248K0.0%+186.5%0.004%
8/1/2025 New York Life Investment Management LLC60,067$947K0.0%+1.6%0.013%
8/1/2025 Teacher Retirement System of Texas68,544$1.08M0.0%+23.3%0.015%
8/1/2025 Y Intercept Hong Kong Ltd230,252$3.63M0.1%+151.6%0.051%
8/1/2025 Wesleyan Assurance Society258,136$4.07M0.3%-30.8%0.058%
8/1/2025 Curat Global LLC1,610$25K0.0%-50.0%0.000%
7/31/2025 Nisa Investment Advisors LLC57,717$910K0.0%-71.0%0.013%
7/31/2025 Wealthfront Advisers LLC85,249$1.34M0.0%-2.0%0.019%
7/31/2025 Brighton Jones LLC33,843$534K0.0%N/A0.008%
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7/31/2025 Focus Partners Advisor Solutions LLC23,495$370K0.0%-21.4%0.005%
7/31/2025 State of New Jersey Common Pension Fund D129,180$2.04M0.0%+17.7%0.029%
7/31/2025 Carrera Capital Advisors10,940$173K0.0%-86.2%0.002%
7/31/2025 Sumitomo Mitsui Trust Group Inc.21,224$335K0.0%+8.9%0.005%
7/31/2025 ARGA Investment Management LP103,998$1.64M0.0%+5.0%0.023%
7/31/2025 Asset Management One Co. Ltd.108,246$1.71M0.0%+729.1%0.024%
7/30/2025 Forum Financial Management LP17,327$273K0.0%+4.8%0.004%
7/30/2025 Ethic Inc.21,650$340K0.0%+6.1%0.005%
7/30/2025 D.A. Davidson & CO.145,609$2.30M0.0%+206.8%0.033%
7/29/2025 Mutual of America Capital Management LLC51,327$809K0.0%-1.5%0.011%
7/29/2025 Novare Capital Management LLC22,000$347K0.0%+83.3%0.005%
7/29/2025 Chevy Chase Trust Holdings LLC236,397$3.73M0.0%+0.6%0.053%
7/28/2025 Allianz Asset Management GmbH1,139,571$17.97M0.0%+6.2%0.255%
7/28/2025 TD Asset Management Inc80,981$1.28M0.0%+2.1%0.018%
7/25/2025 Envestnet Portfolio Solutions Inc.12,482$197K0.0%N/A0.003%
7/25/2025 Sequoia Financial Advisors LLC10,043$158K0.0%N/A0.002%
7/25/2025 Allspring Global Investments Holdings LLC20,407$330K0.0%-2.9%0.005%
7/25/2025 CWM LLC125,949$1.99M0.0%-22.9%0.028%
7/25/2025 Vanguard Personalized Indexing Management LLC70,453$1.11M0.0%+21.0%0.016%
7/25/2025 Apollon Wealth Management LLC14,331$226K0.0%-11.0%0.003%
7/24/2025 Aberdeen Group plc76,896$1.21M0.0%+12.7%0.017%
7/24/2025 IFP Advisors Inc2,127$34K0.0%+55.7%0.000%
7/23/2025 Vontobel Holding Ltd.424,021$6.69M0.0%+22.1%0.095%
7/23/2025 Proffitt & Goodson Inc.4,606$73K0.0%N/A0.001%
7/23/2025 KLP Kapitalforvaltning AS96,300$1.52M0.0%+46.1%0.022%
7/22/2025 Highland Capital Management LLC81,200$1.28M0.1%-2.5%0.018%
7/22/2025 Wealthcare Capital Management LLC564,545$8.90M0.9%-5.5%0.126%
7/22/2025 Wealthcare Advisory Partners LLC38,981$615K0.0%+5.1%0.009%
7/21/2025 QRG Capital Management Inc.239,193$3.77M0.0%+87.6%0.053%
7/21/2025 Stock Yards Bank & Trust Co.26,282$414K0.0%-4.4%0.006%
7/21/2025 Greenwood Capital Associates LLC75,023$1.18M0.1%-3.1%0.017%
7/21/2025 Mirae Asset Global Investments Co. Ltd.59,999$946K0.0%+5.5%0.013%
7/18/2025 Gold Investment Management Ltd.66,324$1.07M0.4%+4.1%0.015%
7/18/2025 Truist Financial Corp96,809$1.53M0.0%-0.7%0.022%
7/17/2025 Greenleaf Trust12,133$191K0.0%-12.8%0.003%
7/17/2025 HB Wealth Management LLC13,670$216K0.0%N/A0.003%
7/17/2025 Janney Montgomery Scott LLC86,824$1.37M0.0%-1.7%0.019%
7/17/2025 V Square Quantitative Management LLC16,443$259K0.0%+27.3%0.004%
7/16/2025 Signaturefd LLC10,814$171K0.0%-40.8%0.002%
7/16/2025 Paragon Capital Management Ltd15,189$240K0.0%-19.9%0.003%
7/16/2025 Kendall Capital Management19,575$309K0.1%N/A0.004%
7/16/2025 State of Alaska Department of Revenue50,286$793K0.0%-4.2%0.011%
7/16/2025 CX Institutional16,829$265K0.0%+50.5%0.004%
7/16/2025 Hartford Investment Management Co.26,267$414K0.0%-2.3%0.006%
7/15/2025 Beacon Investment Advisory Services Inc.15,123$238K0.0%-6.0%0.003%
7/15/2025 Public Employees Retirement System of Ohio121,282$1.91M0.0%+0.8%0.027%
7/15/2025 MCF Advisors LLC3,176$50K0.0%-48.4%0.001%
7/14/2025 GAMMA Investing LLC29,589$467K0.0%+30.8%0.007%
7/14/2025 Park Avenue Securities LLC16,692$263K0.0%N/A0.004%
7/11/2025 Farther Finance Advisors LLC22,573$356K0.0%-9.2%0.005%
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7/11/2025 CX Institutional16,829$265K0.0%+50.5%0.004%
7/11/2025 UMB Bank n.a.2,623$41K0.0%+45.8%0.001%
7/10/2025 Contravisory Investment Management Inc.2,103$33K0.0%-95.5%0.000%
7/10/2025 NorthCrest Asset Manangement LLC25,538$427K0.0%-12.9%0.006%
7/10/2025 Wealth Enhancement Advisory Services LLC128,882$2.16M0.0%+12.1%0.029%
7/10/2025 Wedmont Private Capital17,162$291K0.0%+39.1%0.004%
7/10/2025 Sumitomo Mitsui DS Asset Management Company Ltd94,354$1.49M0.0%+9.3%0.021%
7/9/2025 Pallas Capital Advisors LLC35,985$567K0.0%-31.7%0.008%
7/9/2025 Tounjian Advisory Partners LLC61,972$940K0.2%-1.3%0.014%
7/9/2025 Czech National Bank109,398$1.73M0.0%+6.3%0.024%
(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, 532 institutional investors and hedge funds held shares of Invesco. The most heavily invested institutionals were 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), Dimensional Fund Advisors LP ($299.55M), and Geode Capital Management LLC ($174.82M).Learn more on Invesco's institutional investors.

What percentage of Invesco's stock is owned by institutional investors?

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

Which institutional investors have been buying Invesco's stock?

Of the 439 institutional investors that purchased Invesco's 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 132,264,958 shares in the last 24 months. This purchase volume represents approximately $2.26B in transactions.

Which of Invesco's major shareholders have been selling company stock?

Of the 202 institutional investors that sold Invesco's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Trian Fund Management L.P. ($4.05M), Vanguard Group Inc. ($2.23M), Swedbank AB ($1M), AE Wealth Management LLC ($847.18K), Hsbc Holdings PLC ($726.71K), Renaissance Technologies LLC ($724.20K), and AXA S.A. ($712.02K).

How much institutional selling is happening at Invesco?

Institutional investors have sold a total of 20,892,458 shares in the last 24 months. This volume of shares sold represents approximately $344.37M in transactions.



This page (NYSE:IVZ) was last updated on 8/8/2025 by MarketBeat.com Staff
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