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Invesco (IVZ) Institutional Ownership

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$27.95 +0.36 (+1.29%)
Closing price 03:59 PM Eastern
Extended Trading
$27.96 +0.02 (+0.07%)
As of 05:38 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 Massive. 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)
413
Total
Institutional Inflows
(last 12 months)
$1.77B
Number of
Institutional Sellers
(last 12 months)
239
Total
Institutional Outflows
(last 12 months)
$1.13B
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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
5/8/2026 PNC Financial Services Group Inc.165,696$4.03M0.0%-19.4%0.037%
5/8/2026 Convergence Investment Partners LLC178,323$4.33M0.7%+30.7%0.040%
5/7/2026 Meeder Asset Management Inc.1,881$46K0.0%N/A0.000%
5/7/2026 Dimensional Fund Advisors LP21,361,119$518.84M0.1%+2.9%4.815%
5/7/2026 Ironwood Investment Counsel LLC10,238$249K0.0%+6.6%0.002%
5/7/2026 AlphaCentric Advisors LLC11,919$290K0.3%+71.1%0.003%
5/7/2026 KBC Group NV41,600$1.01M0.0%+264.5%0.009%
5/7/2026 ANB Bank12,324$299K0.1%+3.1%0.003%
5/6/2026 California Public Employees Retirement System698,485$16.97M0.0%+1.9%0.157%
5/6/2026 Kera Capital Partners Inc.23,992$583K0.1%+2.1%0.005%
5/6/2026 Assetmark Inc.68,256$1.66M0.0%+29.0%0.015%
5/6/2026 Financiere des Professionnels Fonds d investissement inc.207,800$5.05M0.3%N/A0.047%
5/6/2026 Bessemer Group Inc.7,288$177K0.0%+70.8%0.002%
5/6/2026 Allspring Global Investments Holdings LLC21,459$522K0.0%+5.3%0.005%
5/6/2026 Independent Financial Group LLC11,752$285K0.0%N/A0.003%
5/5/2026 Wealthfront Advisers LLC87,376$2.12M0.0%+1.3%0.020%
5/5/2026 D.A. Davidson & CO.204,797$4.98M0.0%+4.1%0.046%
5/5/2026 Twin Capital Management Inc.35,988$874K0.1%-2.4%0.008%
5/5/2026 Bank of New York Mellon Corp3,431,694$83.36M0.0%+5.6%0.773%
5/5/2026 Illinois Municipal Retirement Fund51,617$1.25M0.0%N/A0.012%
5/5/2026 Three Seasons Wealth LLC25,369$616K0.2%N/A0.006%
5/5/2026 Harmony Asset Management LLC98,144$2.38M0.7%+3.8%0.022%
5/5/2026 Sanctuary Advisors LLC33,374$811K0.0%+75.1%0.008%
5/4/2026 Bleakley Financial Group LLC18,154$441K0.0%+50.3%0.004%
5/4/2026 State of Michigan Retirement System115,998$2.82M0.0%-0.4%0.026%
5/4/2026 Principal Financial Group Inc.824,547$20.03M0.0%+5.5%0.186%
5/4/2026 Chicago Partners Investment Group LLC26,910$688K0.0%+93.3%0.006%
5/4/2026 Del Sette Capital Management LLC146,655$3.56M2.1%+7.6%0.033%
5/4/2026 Teachers Retirement System of The State of Kentucky960,441$23.33M0.2%+2,633.1%0.216%
5/1/2026 Fifth Third Bancorp25,406$617K0.0%+15.5%0.006%
5/1/2026 Sequoia Financial Advisors LLC40,341$980K0.0%-16.6%0.009%
5/1/2026 ARGA Investment Management LP50,321$1.22M0.0%-22.3%0.011%
4/30/2026 Hsbc Holdings PLC674,037$16.38M0.0%+56.4%0.152%
4/30/2026 Elevated Capital Advisors LLC2,513$61K0.0%-92.2%0.001%
4/30/2026 Ibex Wealth Advisors271,581$6.60M0.6%+1,532.3%0.061%
4/30/2026 Greenwood Capital Associates LLC66,152$1.61M0.2%-5.1%0.015%
4/29/2026 Jackson Thornton Wealth Management LLC12,661$299K0.0%+5.8%0.003%
4/28/2026 DGS Capital Management LLC17,220$418K0.1%+10.4%0.004%
4/28/2026 Parrish Capital LLC58,426$1.42M1.3%-1.3%0.013%
4/28/2026 Praxis Investment Management Inc.15,213$370K0.0%+14.3%0.003%
4/28/2026 Wealthstar Advisors LLC45,240$1.10M0.5%N/A0.010%
4/28/2026 QRG Capital Management Inc.134,628$3.27M0.0%+3.2%0.030%
4/27/2026 HB Wealth Management LLC25,529$620K0.0%+38.9%0.006%
4/27/2026 Baer Investment Advisory LLC8,490$206K0.0%N/A0.002%
4/27/2026 World Investment Advisors13,566$330K0.0%N/A0.003%
4/27/2026 New York State Teachers Retirement System356,158$8.65M0.0%-10.8%0.080%
4/27/2026 Private Advisor Group LLC35,701$867K0.0%+4.2%0.008%
4/27/2026 Optas LLC10,876$264K0.0%N/A0.002%
4/27/2026 Y Intercept Hong Kong Ltd282,691$6.87M0.1%+13.3%0.064%
4/27/2026 Sound Income Strategies LLC5,983$146K0.0%+17,497.1%0.001%
4/25/2026 Keybank National Association OH21,037$511K0.0%+22.6%0.005%
4/23/2026 SJS Investment Consulting Inc.1,207$29K0.0%+80.1%0.000%
4/23/2026 EWA LLC12,490$303K0.1%+3.8%0.003%
4/23/2026 waypoint wealth counsel8,759$213K0.1%-7.6%0.002%
4/23/2026 Apollon Wealth Management LLC20,841$506K0.0%-2.8%0.005%
4/22/2026 Patton Fund Management Inc.9,891$240K0.0%+9.3%0.002%
4/22/2026 Janney Montgomery Scott LLC82,708$2.01M0.0%+147.7%0.019%
4/22/2026 Louisbourg Investments Inc.8,675$211K0.0%+16.1%0.002%
4/22/2026 Pictet Asset Management Holding SA77,832$1.89M0.0%+10.5%0.018%
4/22/2026 Sterling Capital Management LLC95,093$2.31M0.0%+340.7%0.021%
4/21/2026 Aaron Wealth Advisors LLC12,404$301K0.0%+37.3%0.003%
4/21/2026 Louisiana State Employees Retirement System22,600$549K0.0%N/A0.005%
4/20/2026 Ritholtz Wealth Management11,355$276K0.0%+20.6%0.003%
4/20/2026 Global Financial Private Client LLC16,735$406K0.1%+12.0%0.004%
4/20/2026 MinichMacGregor Wealth Management LLC9,267$225K0.0%-13.1%0.002%
4/20/2026 Friedenthal Financial44,687$1.09M0.5%N/A0.010%
4/20/2026 Live Oak Private Wealth LLC338,777$8.23M1.1%-2.3%0.076%
4/20/2026 Blue Trust Inc.1,859$45K0.0%+171.0%0.000%
4/18/2026 CENTRAL TRUST Co1,875$46K0.0%+389.6%0.000%
4/17/2026 Krilogy Financial LLC26,977$648K0.0%+2.7%0.006%
4/17/2026 WealthBridge Capital Management LLC16,301$396K0.1%N/A0.004%
4/16/2026 SG Americas Securities LLC62,341$1.51M0.0%-78.9%0.014%
4/16/2026 Evolve Private Wealth LLC24,227$588K0.0%+12.9%0.005%
3/20/2026 Hsbc Holdings PLC431,088$11.39M0.0%+36.3%0.097%
3/17/2026Rockefeller Capital Management L.P.4,361$115K0.0%+29.4%0.001%
3/9/2026Corient Private Wealth LLC87,641$2.30M0.0%+57.1%0.020%
3/6/2026 Hsbc Holdings PLC431,088$11.39M0.0%+36.3%0.097%
3/3/2026Caitong International Asset Management Co. Ltd3,630$95K0.0%N/A0.001%
2/27/2026 Strategic Investment Solutions Inc. IL3,005$79K0.0%N/A0.001%
2/27/2026Groupama Asset Managment22,622$594K0.0%-9.4%0.005%
2/24/2026 Pacer Advisors Inc.44,473$1.17M0.0%-54.5%0.010%
2/23/2026 Kera Capital Partners Inc.23,508$642K0.1%-2.9%0.005%
2/19/2026Compound Planning Inc.12,838$337K0.0%+29.8%0.003%
2/19/2026Invesco Ltd.8,770,121$230.39M0.0%N/A1.970%
2/19/2026Corient Private Wealth LLC121,098$3.18M0.0%+117.1%0.027%
2/18/2026Mercer Global Advisors Inc. ADV167,019$4.39M0.0%+4.4%0.038%
2/18/2026Vident Advisory LLC74,243$1.95M0.0%+7.5%0.017%
2/18/2026Delta Global Management LP1,336,596$35.11M1.6%N/A0.300%
2/18/2026State of Tennessee Department of Treasury447,334$12.21M0.0%+1.4%0.101%
2/18/2026EP Wealth Advisors LLC17,531$461K0.0%N/A0.004%
2/18/2026Mackenzie Financial Corp155,593$4.11M0.0%+104.6%0.035%
2/18/2026CacheTech Inc.11,243$295K0.1%-12.2%0.003%
2/18/2026NewEdge Advisors LLC7,852$206K0.0%+7,170.4%0.002%
2/18/2026Empowered Funds LLC5,295$139K0.0%N/A0.001%
2/18/2026XTX Topco Ltd15,901$418K0.0%N/A0.004%
2/18/2026Zacks Investment Management105,173$2.76M0.0%N/A0.024%
2/18/2026Adams Wealth Management11,243$295K0.1%-12.2%0.003%
2/18/2026Toronto Dominion Bank260,392$6.84M0.0%-0.9%0.059%
2/18/2026 Summit Securities Group LLC1,062$28K0.0%-87.9%0.000%
2/18/2026Polymer Capital Management US LLC22,882$601K0.1%N/A0.005%


IVZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 610 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. ($1.39B), State Street Corp ($565.89M), Dimensional Fund Advisors LP ($518.84M), Geode Capital Management LLC ($286.47M), AQR Capital Management LLC ($233.35M), and Invesco Ltd. ($230.39M).Learn more on Invesco's institutional investors.

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

Of the 537 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 ($10.48M), Invesco Ltd. ($8.77M), AQR Capital Management LLC ($6.11M), Price T Rowe Associates Inc. MD ($5.39M), Dimensional Fund Advisors LP ($4.54M), and Goldman Sachs Group Inc. ($3.71M).

Institutional investors have bought a total of 81,829,971 shares in the last 24 months. This purchase volume represents approximately $1.77B in transactions.

Of the 239 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. ($11.66M), Alliancebernstein L.P. ($2.93M), UBS Group AG ($2.90M), AQR Capital Management LLC ($2.73M), Marshall Wace LLP ($1.92M), Balyasny Asset Management L.P. ($1.77M), and Amundi ($1.43M).

Institutional investors have sold a total of 49,866,303 shares in the last 24 months. This volume of shares sold represents approximately $1.13B in transactions.


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This page (NYSE:IVZ) was last updated on 5/11/2026 by MarketBeat.com Staff.
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