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Invesco (IVZ) Institutional Ownership

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$24.00 -0.10 (-0.41%)
Closing price 10/8/2025 03:59 PM Eastern
Extended Trading
$23.94 -0.06 (-0.25%)
As of 10/8/2025 07:55 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
346
Total
Institutional Inflows
(last 12 months)
$2.44B
Number of
Institutional Sellers
(last 12 months)
218
Total
Institutional Outflows
(last 12 months)
$432.75M
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Skip Chart & View Institutional Buying and Selling Data

IVZ Institutional Buying and Selling by Quarter

Invesco Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/8/2025Wedmont Private Capital20,780$501K0.0%+21.1%0.005%
10/8/2025Czech National Bank113,266$2.60M0.0%+3.5%0.025%
10/7/2025 Oak Thistle LLC34,606$794K0.1%-68.3%0.008%
10/3/2025 Aaron Wealth Advisors LLC14,195$326K0.0%N/A0.003%
10/2/2025 GAMMA Investing LLC32,836$753K0.0%+11.0%0.007%
10/1/2025 Cacti Asset Management LLC192,630$4.38M0.3%-42.2%0.043%
9/26/2025Corient Private Wealth LLC52,863$834K0.0%+51.5%0.012%
9/26/2025Capital A Wealth Management LLC1,667$26K0.3%+4,802.9%0.000%
9/25/2025CacheTech Inc.18,587$293K0.1%N/A0.004%
9/25/2025Adams Wealth Management18,587$293K0.1%N/A0.004%
9/24/2025Texas Permanent School Fund Corp25,515$402K0.0%-43.2%0.006%
9/22/2025Caldwell Trust Co4,146$65K0.0%N/A0.001%
9/4/2025Osaic Holdings Inc.43,959$693K0.0%-39.3%0.010%
8/26/2025Thrivent Financial for Lutherans343,827$5.42M0.0%+155.4%0.077%
8/19/2025State of Wyoming26,005$410K0.1%+17.5%0.006%
8/18/2025Kestra Investment Management LLC3,443$54K0.0%+672.0%0.001%
8/16/2025Public Sector Pension Investment Board92,699$1.46M0.0%-62.1%0.021%
8/15/2025CANADA LIFE ASSURANCE Co235,340$3.72M0.0%+0.9%0.053%
8/15/2025Tower Research Capital LLC TRC 4,748$75K0.0%-76.7%0.001%
8/15/2025Corient Private Wealth LLC54,459$859K0.0%+56.1%0.012%
8/15/2025State of Tennessee Department of Treasury380,408$6.00M0.0%+15.5%0.085%
8/15/2025Captrust Financial Advisors60,017$946K0.0%+7.6%0.013%
8/15/2025Vident Advisory LLC84,343$1.33M0.0%-4.0%0.019%
8/15/2025Teza Capital Management LLC11,699$184K0.1%-38.5%0.003%
8/15/2025Rafferty Asset Management LLC174,375$2.75M0.0%+8.9%0.039%
8/15/2025MML Investors Services LLC60,491$954K0.0%+102.0%0.014%
8/15/2025Man Group plc612,229$9.66M0.0%-25.9%0.137%
8/15/2025Lazard Asset Management LLC82,742$1.30M0.0%-2.3%0.019%
8/15/2025EP Wealth Advisors LLC11,990$189K0.0%-3.9%0.003%
8/15/2025Engineers Gate Manager LP18,533$292K0.0%-90.8%0.004%
8/15/2025Cubist Systematic Strategies LLC460,101$7.26M0.0%N/A0.103%
8/15/2025BNP Paribas Financial Markets1,098,527$17.32M0.0%-41.8%0.246%
8/15/2025Boothbay Fund Management LLC20,371$321K0.0%+40.6%0.005%
8/15/2025Balyasny Asset Management L.P.5,092,189$80.30M0.1%+58.1%1.142%
8/15/2025Bank of America Corp DE2,893,883$45.64M0.0%+52.6%0.649%
8/15/2025Adage Capital Partners GP L.L.C.63,941$1.01M0.0%-15.8%0.014%
8/15/2025Ameriprise Financial Inc.657,670$10.37M0.0%+67.9%0.147%
8/15/2025AQR Capital Management LLC11,612,559$182.49M0.2%+5.3%2.604%
8/14/2025Basswood Capital Management L.L.C.660,240$10.41M0.5%-19.1%0.148%
8/14/2025Lighthouse Investment Partners LLC235,850$3.72M0.1%N/A0.053%
8/14/2025California State Teachers Retirement System343,866$5.42M0.0%+9.6%0.077%
8/14/2025Raymond James Financial Inc.110,217$1.74M0.0%-2.4%0.025%
8/14/2025Quantinno Capital Management LP843,872$13.31M0.1%+60.0%0.189%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.239,735$3.78M0.0%+570.3%0.054%
8/14/2025Alliancebernstein L.P.7,924,717$124.97M0.0%+13.4%1.777%
8/14/2025Ieq Capital LLC536,964$8.47M0.1%+50.3%0.120%
8/14/2025Treasurer of the State of North Carolina169,997$2.68M0.0%+1.7%0.038%
8/14/2025The Manufacturers Life Insurance Company 303,625$4.79M0.0%-4.3%0.068%
8/14/2025Sei Investments Co.128,956$2.03M0.0%-36.5%0.029%
8/14/2025Nebula Research & Development LLC74,813$1.18M0.1%+62.6%0.017%
8/14/2025Qube Research & Technologies Ltd635,482$10.02M0.0%-57.3%0.142%
8/14/2025iSAM Funds UK Ltd106,352$1.68M0.4%N/A0.024%
8/14/2025AXA S.A.1,235,668$19.49M0.1%+29.1%0.277%
8/14/2025State Street Corp22,260,704$351.05M0.0%+1.5%4.992%
8/14/2025Daiwa Securities Group Inc.30,644$483K0.0%+11.3%0.007%
8/14/2025Natixis87,485$1.38M0.0%+116.7%0.020%
8/14/2025Bank of Nova Scotia878,006$13.85M0.0%+78.9%0.197%
8/14/2025California Public Employees Retirement System630,540$9.94M0.0%+18.4%0.141%
8/14/2025Cerity Partners LLC755,667$11.92M0.0%-4.2%0.169%
8/13/2025Jump Financial LLC230,222$3.63M0.0%-0.4%0.052%
8/13/2025Amundi2,380,778$39.50M0.0%-25.7%0.534%
8/13/2025Marshall Wace LLP652,301$10.29M0.0%-74.6%0.146%
8/13/2025Baird Financial Group Inc.102,407$1.62M0.0%+6.6%0.023%
8/13/2025First Trust Advisors LP3,380,933$53.32M0.0%+5,065.4%0.758%
8/13/2025EverSource Wealth Advisors LLC12,946$204K0.0%+181.4%0.003%
8/13/2025Arrowstreet Capital Limited Partnership1,605,890$25.33M0.0%+12.5%0.360%
8/13/2025Quantbot Technologies LP24,709$390K0.0%-91.9%0.006%
8/13/2025Fisher Asset Management LLC4,938,846$77.89M0.0%+4.1%1.107%
8/13/2025Gator Capital Management LLC75,000$1.18M0.4%N/A0.017%
8/13/2025Norges Bank3,287,134$51.84M0.0%N/A0.737%
8/13/2025Hsbc Holdings PLC626,869$9.87M0.0%+15.6%0.141%
8/13/2025Northwestern Mutual Wealth Management Co.76,391$1.21M0.0%+3.3%0.017%
8/13/2025Grantham Mayo Van Otterloo & Co. LLC284,018$4.48M0.0%-29.3%0.064%
8/13/2025State Board of Administration of Florida Retirement System466,306$7.35M0.0%+1.2%0.105%
8/13/2025Quadrant Capital Group LLC11,916$188K0.0%-44.3%0.003%
8/13/2025Vinva Investment Management Ltd42,052$663K0.0%-12.6%0.009%
8/13/2025Russell Investments Group Ltd.102,584$1.62M0.0%+0.8%0.023%
8/12/2025Elo Mutual Pension Insurance Co44,379$700K0.0%+19.9%0.010%
8/12/2025Ameritas Investment Partners Inc.4,224$67K0.0%-13.6%0.001%
8/12/2025Jefferies Financial Group Inc.206,451$3.26M0.0%-78.3%0.046%
8/12/2025Prudential Financial Inc.1,052,329$16.60M0.0%+82.4%0.236%
8/12/2025Coldstream Capital Management Inc.11,005$174K0.0%+11.8%0.002%
8/12/2025American Century Companies Inc.132,041$2.08M0.0%-1.5%0.030%
8/12/2025Cozad Asset Management Inc.79,650$1.26M0.1%-5.2%0.018%
8/12/2025Rhumbline Advisers872,107$13.75M0.0%+10.4%0.196%
8/12/2025Mufg Securities Americas Inc.9,919$156K0.0%+25.1%0.002%
8/12/2025Franklin Resources Inc.276,906$4.37M0.0%+29.3%0.062%
8/12/2025Legal & General Group Plc884,579$13.95M0.0%+12.1%0.198%
8/12/2025Brandywine Global Investment Management LLC106,010$1.67M0.0%-2.3%0.024%
8/12/2025Neo Ivy Capital Management5,963$94K0.0%N/A0.001%
8/12/2025JPMorgan Chase & Co.1,096,073$17.29M0.0%-27.8%0.246%
8/12/2025Magnetar Financial LLC70,608$1.11M0.0%+567.6%0.016%
8/12/2025Swiss National Bank684,500$10.80M0.0%+4.8%0.153%
8/12/2025Ensign Peak Advisors Inc91,420$1.44M0.0%-6.7%0.020%
8/12/2025Quilter Plc32,245$509K0.0%N/A0.007%
8/11/2025WBI Investments LLC109,292$1.72M0.4%N/A0.025%
8/11/2025Mount Lucas Management LP47,704$752K0.3%N/A0.011%
8/11/2025Rothschild Investment LLC43,040$679K0.0%-13.3%0.010%
8/11/2025Poehling Capital Management INC.255,585$4.03M0.9%+0.3%0.057%
8/11/2025Nomura Asset Management Co. Ltd.16,389$258K0.0%+14.2%0.004%
(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, 538 institutional investors and hedge funds held shares of Invesco. The most heavily invested institutionals were Massachusetts Mutual Life Insurance Co. ($1.43B), Vanguard Group Inc. ($747.31M), Trian Fund Management L.P. ($406.93M), State Street Corp ($351.05M), Dimensional Fund Advisors LP ($299.55M), AQR Capital Management LLC ($182.49M), 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 445 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 ($9.92M), AQR Capital Management LLC ($6.91M), Dimensional Fund Advisors LP ($6.22M), Balyasny Asset Management L.P. ($5.34M), 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 143,183,609 shares in the last 24 months. This purchase volume represents approximately $2.44B in transactions.

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

Of the 218 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), Marshall Wace LLP ($1.92M), BNP Paribas Financial Markets ($1.05M), Swedbank AB ($1M), Qube Research & Technologies Ltd ($851.19K), and AE Wealth Management LLC ($836.80K).

How much institutional selling is happening at Invesco?

Institutional investors have sold a total of 26,315,047 shares in the last 24 months. This volume of shares sold represents approximately $432.75M in transactions.


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This page (NYSE:IVZ) was last updated on 10/9/2025 by MarketBeat.com Staff
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