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Invesco (IVZ) Institutional Ownership

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$30.16 -0.27 (-0.87%)
As of 01:11 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)
349
Total
Institutional Inflows
(last 12 months)
$1.36B
Number of
Institutional Sellers
(last 12 months)
188
Total
Institutional Outflows
(last 12 months)
$1.00B
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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
9/23/2026QRG Capital Management Inc.141,453$3.73M0.0%+5.1%0.032%
9/23/2026Envestnet Portfolio Solutions Inc.10,346$273K0.0%+14.6%0.002%
9/9/2026Sequoia Financial Advisors LLC58,792$1.55M0.0%+45.7%0.013%
9/9/2026Tidal Investments LLC14,141$373K0.0%-55.8%0.003%
9/9/2026MCF Advisors LLC6,782$179K0.0%+15.9%0.002%
9/9/2026Engineers Gate Manager LP1,354,613$35.75M0.5%+47.0%0.306%
9/9/2026Integrated Wealth Concepts LLC39,679$1.05M0.0%-1.6%0.009%
9/9/2026NewEdge Advisors LLC222,541$5.87M0.0%+229.7%0.050%
9/9/2026IFP Advisors Inc10,879$287K0.0%+52.8%0.002%
9/9/2026Baird Financial Group Inc.90,755$2.40M0.0%-10.4%0.020%
9/8/2026Allworth Financial LP65,251$1.72M0.0%+3.0%0.015%
9/8/2026Waverly Advisors LLC20,100$530K0.0%+16.0%0.005%
9/1/2026Parrish Capital LLC50,498$1.33M1.1%-13.6%0.011%
8/27/2026Corient Private Wealth LP245,662$6.48M0.0%+8.2%0.055%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al23,500$620K0.0%N/A0.005%
8/23/2026HB Wealth Management LLC35,100$926K0.0%+37.5%0.008%
8/22/2026AlphaGrep UK Ltd33,812$892K0.3%N/A0.008%
8/22/2026Syon Capital LLC24,529$647K0.0%+10.8%0.006%
8/22/2026TD Waterhouse Canada Inc.68,455$1.84M0.0%+5,543.4%0.015%
8/22/2026NEOS Investment Management LLC75,600$2.00M0.0%+8.5%0.017%
8/21/2026AXQ Capital LP37,631$993K0.1%-35.8%0.008%
8/21/2026Continuum Advisory LLC1,474$39K0.0%N/A0.000%
8/21/2026Live Oak Private Wealth LLC321,030$8.47M1.1%-5.2%0.072%
8/20/2026Proficio Capital Partners LLC13,530$357K0.0%N/A0.003%
8/20/2026BTG Pactual Asset Management US LLC14,164$374K0.0%-53.5%0.003%
8/19/2026New Mexico Educational Retirement Board22,114$584K0.0%+6.8%0.005%
8/19/2026Wellington Management Group LLP574,267$15.16M0.0%+127.7%0.130%
8/18/2026Public Employees Retirement System of Ohio111,295$2.94M0.0%N/A0.025%
8/10/2026Great Lakes Advisors LLC13,446$355K0.0%N/A0.003%
7/10/2026Wedge Capital Management L L P NC1,208,058$31.88M0.5%-2.3%0.273%
7/10/2026Wealthcare Advisory Partners LLC35,255$930K0.0%-6.1%0.008%
7/9/2026Vista Investment Partners LLC182,880$4.83M1.2%-2.0%0.041%
7/9/2026Contravisory Investment Management Inc.49,852$1.32M0.2%+1.8%0.011%
7/9/2026Wealthcare Capital Management LLC432,545$11.42M1.1%-7.1%0.098%
7/8/2026Gradient Investments LLC28,112$742K0.0%N/A0.006%
7/8/2026Sonoma Allocations LLC447,018$11.80M4.5%N/A0.101%
7/8/2026Czech National Bank126,179$3.33M0.0%+4.3%0.028%
7/7/2026GAMMA Investing LLC39,656$1.05M0.0%+4.8%0.009%
7/2/2026Versant Capital Management Inc14,280$377K0.0%+7.2%0.003%
6/18/2026Pacer Advisors Inc.22,193$539K0.0%-50.1%0.005%
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6/9/2026Rathbones Group PLC172,380$4.19M0.0%+1.1%0.039%
6/3/2026NewEdge Advisors LLC67,503$1.64M0.0%+759.7%0.015%
6/1/2026Caerus Investment Advisors LLC12,047$293K0.1%-9.5%0.003%
5/28/2026Cozad Asset Management Inc.78,699$1.91M0.2%-4.1%0.018%
5/26/2026Glenmede Trust Co. NA16,747$407K0.0%+5.9%0.004%
5/21/2026Essential Partners LLC46,322$1.13M0.4%-1.6%0.010%
5/19/2026Bank of America Corp DE2,654,290$64.47M0.0%+28.9%0.599%
5/19/2026Edgestream Partners L.P.12,844$312K0.0%N/A0.003%
5/19/2026Kentucky Retirement Systems36,598$889K0.0%N/A0.008%
5/19/2026Janus Henderson Group PLC165,886$4.03M0.0%+5.3%0.037%
5/19/2026Bull Harbor Capital LLC26,071$633K0.2%N/A0.006%
5/19/2026South Dakota Investment Council58,879$1.43M0.0%-29.8%0.013%
5/18/2026Amundi1,042,100$25.31M0.0%-48.3%0.235%
5/18/2026EverSource Wealth Advisors LLC19,269$468K0.0%+33.9%0.004%
5/18/2026California State Teachers Retirement System417,476$10.14M0.0%+23.4%0.094%
5/18/2026Royal Bank of Canada661,711$16.07M0.0%-9.4%0.149%
5/16/2026The Manufacturers Life Insurance Company285,884$6.94M0.0%-4.9%0.064%
5/16/2026Quantinno Capital Management LP1,574,728$38.25M0.1%+24.1%0.355%
5/16/2026Lazard Asset Management LLC116,515$2.83M0.0%+46.7%0.026%
5/15/2026Delta Global Management LP1,122,257$27.26M2.2%-16.0%0.253%
5/15/2026Waverly Advisors LLC17,335$421K0.0%+3.8%0.004%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund27,897$678K0.0%-74.5%0.006%
5/14/2026Public Employees Retirement System of Ohio114,522$2.78M0.0%-2.8%0.026%
5/14/2026Compound Planning Inc.15,313$372K0.0%+19.3%0.003%
5/14/2026Arrowstreet Capital Limited Partnership1,287,348$31.27M0.0%-11.0%0.290%
5/14/2026Inceptionr LLC21,258$516K0.1%-7.4%0.005%
5/14/2026Bank of Nova Scotia9,595$233K0.0%-97.6%0.002%
5/14/2026Sei Investments Co.1,396,191$35.68M0.0%+19.9%0.315%
5/14/2026Keynote Financial Services LLC11,244$273K0.1%-4.3%0.003%
5/14/2026Lido Advisors LLC11,742$285K0.0%N/A0.003%
5/13/2026Cetera Investment Advisers145,255$3.53M0.0%+9.9%0.033%
5/13/2026Arvest Bank Trust Division29,635$720K0.0%+3.3%0.007%
5/13/2026First Trust Advisors LP1,824,137$44.31M0.0%-7.8%0.411%
5/12/2026CacheTech Inc.13,272$322K0.1%+18.0%0.003%
5/8/2026PNC Financial Services Group Inc.165,696$4.03M0.0%-19.4%0.037%
5/8/2026Convergence Investment Partners LLC178,323$4.33M0.7%+30.7%0.040%
5/7/2026Meeder Asset Management Inc.1,881$46K0.0%N/A0.000%
5/7/2026Dimensional Fund Advisors LP21,361,119$518.84M0.1%+2.9%4.815%
5/7/2026Ironwood Investment Counsel LLC10,238$249K0.0%+6.6%0.002%
5/7/2026AlphaCentric Advisors LLC11,919$290K0.3%+71.1%0.003%
5/7/2026KBC Group NV41,600$1.01M0.0%+264.5%0.009%
5/7/2026ANB Bank12,324$299K0.1%+3.1%0.003%
5/6/2026California Public Employees Retirement System698,485$16.97M0.0%+1.9%0.157%
5/6/2026Kera Capital Partners Inc.23,992$583K0.1%+2.1%0.005%
5/6/2026Assetmark Inc.68,256$1.66M0.0%+29.0%0.015%
5/6/2026Financiere des Professionnels Fonds d investissement inc.207,800$5.05M0.3%N/A0.047%
5/6/2026Bessemer Group Inc.7,288$177K0.0%+70.8%0.002%
5/6/2026Allspring Global Investments Holdings LLC21,459$522K0.0%+5.3%0.005%
5/6/2026Independent Financial Group LLC11,752$285K0.0%N/A0.003%
5/5/2026Wealthfront Advisers LLC87,376$2.12M0.0%+1.3%0.020%
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5/5/2026D.A. Davidson & CO.204,797$4.98M0.0%+4.1%0.046%
5/5/2026Twin Capital Management Inc.35,988$874K0.1%-2.4%0.008%
5/5/2026Bank of New York Mellon Corp3,431,694$83.36M0.0%+5.6%0.773%
5/5/2026Illinois Municipal Retirement Fund51,617$1.25M0.0%N/A0.012%
5/5/2026Three Seasons Wealth LLC25,369$616K0.2%N/A0.006%
5/5/2026Harmony Asset Management LLC98,144$2.38M0.7%+3.8%0.022%
5/5/2026Sanctuary Advisors LLC33,374$811K0.0%+75.1%0.008%
5/4/2026Bleakley Financial Group LLC18,154$441K0.0%+50.3%0.004%
5/4/2026State of Michigan Retirement System115,998$2.82M0.0%-0.4%0.026%
5/4/2026Principal Financial Group Inc.824,547$20.03M0.0%+5.5%0.186%


IVZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 603 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 530 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 ($5.73M), Price T Rowe Associates Inc. MD ($5.33M), Goldman Sachs Group Inc. ($3.71M), and First Trust Advisors LP ($3.32M).

Institutional investors have bought a total of 53,959,066 shares in the last 24 months. This purchase volume represents approximately $1.36B in transactions.

Of the 188 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), Balyasny Asset Management L.P. ($1.77M), Amundi ($1.58M), and First Trust Advisors LP ($1.56M).

Institutional investors have sold a total of 40,656,751 shares in the last 24 months. This volume of shares sold represents approximately $1.00B in transactions.


Related Companies

Institutional ownership data for NYSE:IVZ is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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