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Invesco (IVZ) Institutional Ownership

Invesco logo
$28.92 +0.46 (+1.60%)
Closing price 11/13/2026 03:59 PM Eastern
Extended Trading
$28.84 -0.09 (-0.29%)
As of 11/13/2026 07:30 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)
331
Total
Institutional Inflows
(last 12 months)
$1.28B
Number of
Institutional Sellers
(last 12 months)
180
Total
Institutional Outflows
(last 12 months)
$1.30B
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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
11/13/2026Empowered Funds LLC61,755$1.86M0.0%+671.8%0.014%
11/13/2026Healthcare of Ontario Pension Plan Trust Fund1,144,554$34.52M0.1%-28.9%0.258%
11/13/2026Steward Partners Investment Advisory LLC21,427$646K0.0%+39.5%0.005%
11/13/2026State Board of Administration of Florida Retirement System326,356$9.84M0.0%-8.8%0.074%
11/13/2026Sonoma Allocations LLC459,434$13.86M5.1%+2.8%0.104%
11/13/2026Bleakley Financial Group LLC81,012$2.44M0.0%+196.8%0.018%
11/13/2026Polymer Capital Management US LLC9,484$286K0.0%-71.0%0.002%
11/12/2026 AlphaGrep UK Ltd8,739$264K0.1%-74.2%0.002%
11/12/2026 Meeder Advisory Services Inc.7,735$233K0.0%N/A0.002%
11/12/2026 CacheTech Inc.34,134$1.03M0.2%+23.7%0.008%
11/12/2026 First Trust Advisors LP545,437$16.45M0.0%+7.4%0.123%
11/12/2026 Jackson Thornton Wealth Management LLC13,954$421K0.0%+11.9%0.003%
11/12/2026 State Street Corp16,980,155$512.12M0.0%-49.4%3.830%
11/11/2026 Advisors Asset Management Inc.11,743$354K0.0%N/A0.003%
11/11/2026 Private Wealth Asset Management LLC26,958$813K0.0%N/A0.006%
11/11/2026 Private Advisor Group LLC43,051$1.30M0.0%+14.7%0.010%
11/11/2026 Ieq Capital LLC1,021,790$30.82M0.1%+20.6%0.230%
11/11/2026 Focus Advisor Solutions LLC112,162$3.38M0.0%+158.9%0.025%
11/10/2026 Public Sector Pension Investment Board125,511$3.62M0.0%-0.8%0.028%
11/10/2026 South Dakota Investment Council44,948$1.36M0.0%-11.4%0.010%
11/10/2026 Rothschild Investment LLC87,174$2.63M0.1%+28.0%0.020%
11/10/2026 Edgestream Partners L.P.15,172$458K0.0%N/A0.003%
11/10/2026 Teachers Retirement System of The State of Kentucky1,046,691$31.57M0.2%+12.1%0.236%
11/10/2026 HighTower Advisors LLC31,355$946K0.0%+23.6%0.007%
11/9/2026 West Family Investments Inc.13,274$400K0.1%N/A0.003%
11/9/2026 Bessemer Group Inc.5,565$167K0.0%-26.9%0.001%
11/9/2026 Hantz Financial Services Inc.5,337$161K0.0%+37.8%0.001%
11/9/2026 Harbour Investments Inc.6,572$198K0.0%-8.5%0.001%
11/7/2026 Ibex Wealth Advisors286,827$8.65M0.6%+2.6%0.065%
11/6/2026 Allworth Financial LP65,629$1.98M0.0%+0.6%0.015%
11/6/2026 Fisher Asset Management LLC95,139$2.87M0.0%-93.4%0.021%
11/6/2026 Letko Brosseau & Associates Inc.1,165,468$35.15M0.5%-1.3%0.263%
11/6/2026 Russell Investments Group Ltd.159,626$4.81M0.0%+2.3%0.036%
11/6/2026 Eurizon Capital SGR S.p.A.1,250$38K0.0%-40.2%0.000%
11/6/2026 CENTRAL TRUST Co4,417$133K0.0%+112.3%0.001%
11/6/2026 Fifth Third Bancorp26,484$799K0.0%+1.5%0.006%
11/5/2026 Maryland State Retirement & Pension System21,699$654K0.0%+10.6%0.005%
11/5/2026 Ritholtz Wealth Management18,091$546K0.0%+49.2%0.004%
11/5/2026Jefferies Financial Group Inc.17,085$515K0.0%-20.9%0.004%
11/5/2026 Lido Advisors LLC50,226$1.52M0.0%+103.8%0.011%
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11/5/2026 Keybank National Association OH31,712$956K0.0%+13.0%0.007%
11/5/2026 Cornerstone Wealth Management LLC7,650$231K0.0%-8.4%0.002%
11/4/2026 AlphaCore Capital LLC17,918$540K0.0%+100.7%0.004%
11/4/2026 Retirement Systems of Alabama92,587$2.79M0.0%-0.6%0.021%
11/4/2026 Allspring Global Investments Holdings LLC26,333$801K0.0%+17.3%0.006%
11/4/2026 Burton Enright Welch12,624$381K0.0%+2.9%0.003%
11/4/2026 Brighton Jones LLC63,018$1.90M0.0%+7.1%0.014%
11/3/2026 Point Nemo Capital LLC44,844$1.35M0.6%-4.2%0.010%
11/3/2026 Ethic Inc.23,389$705K0.0%-42.1%0.005%
11/3/2026 AlphaCentric Advisors LLC9,326$281K0.3%-43.4%0.002%
11/3/2026 Parallel Advisors LLC5,432$164K0.0%+17.1%0.001%
11/3/2026 Alps Advisors Inc.36,230$1.09M0.0%-10.2%0.008%
11/3/2026 Heritage Family Offices LLP3,046$92K0.0%N/A0.001%
11/2/2026 Kestra Advisory Services LLC19,967$602K0.0%-2.9%0.005%
11/2/2026 Capstone Wealth Management LLC7,153$216K0.1%N/A0.002%
11/2/2026 Inscription Capital LLC20,587$621K0.1%-2.0%0.005%
11/2/2026 Commonwealth Equity Services LLC44,704$1.35M0.0%-9.0%0.010%
10/31/2026 Chicago Partners Investment Group LLC43,601$1.22M0.0%+38.8%0.010%
10/31/2026 Richardson Financial Services Inc.930$28K0.0%+144.7%0.000%
10/31/2026 Ascent Group LLC38,384$1.16M0.0%+32.5%0.009%
10/30/2026 Compass Financial Management LLC3,920$118K0.0%N/A0.001%
10/30/2026 Rakuten Investment Management Inc.50,538$1.54M0.0%N/A0.011%
10/30/2026 Provenance Wealth Advisors LLC2,335$70K0.0%N/A0.001%
10/30/2026 ARGA Investment Management LP23,331$704K0.0%-53.8%0.005%
10/29/2026 Greenleaf Trust12,619$381K0.0%-5.0%0.003%
10/29/2026 Sumitomo Mitsui Trust Group Inc.26,465$798K0.0%+9.5%0.006%
10/29/2026 Mirae Asset Global Investments Co. Ltd.111,068$3.35M0.0%N/A0.025%
10/29/2026 Aviance Capital Partners LLC11,922$360K0.0%-75.1%0.003%
10/29/2026 ProShare Advisors LLC140,813$4.25M0.0%-2.5%0.032%
10/29/2026 Vise Technologies Inc.65,409$1.97M0.0%+55.1%0.015%
10/29/2026 Americana Partners LLC11,733$354K0.0%N/A0.003%
10/28/2026 VIRGINIA RETIREMENT SYSTEMS ET Al53,400$1.61M0.0%+127.2%0.012%
10/28/2026 Parcion Private Wealth LLC16,791$506K0.0%+67.1%0.004%
10/28/2026 Soltis Investment Advisors LLC7,447$225K0.0%N/A0.002%
10/28/2026 Choreo LLC15,842$478K0.0%+12.5%0.004%
10/28/2026 D.A. Davidson & CO.134,519$4.06M0.0%+3.6%0.000%
10/28/2026 VestGen Advisors LLC15,233$459K0.0%+12.5%0.000%
10/27/2026 Victory Financial Group LLC7,650$231K0.0%-23.9%0.002%
10/27/2026 Asset Management One Co. Ltd.19,615$592K0.0%-77.3%0.004%
10/27/2026 SYM FINANCIAL Corp8,611$260K0.0%N/A0.002%
10/26/2026 Park Avenue Securities LLC17,126$517K0.0%+2.4%0.004%
10/24/2026 Apollon Wealth Management LLC25,623$773K0.0%+4.7%0.006%
10/24/2026 Financial Management Professionals Inc.936$28K0.0%N/A0.000%
10/23/2026 Signaturefd LLC17,015$513K0.0%+12.6%0.004%
10/23/2026 Citizens Financial Group Inc. RI43,273$1.31M0.0%+338.0%0.010%
10/23/2026 Simplicity Wealth LLC7,595$229K0.0%N/A0.002%
10/23/2026 Evergreen Capital Management LLC13,219$399K0.0%+3.0%0.003%
10/23/2026 Sterling Capital Management LLC21,253$641K0.0%-2.1%0.005%
10/22/2026 Yousif Capital Management LLC47,577$1.44M0.0%-3.7%0.011%
10/22/2026 MBL Wealth LLC19,516$589K0.0%N/A0.004%
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10/22/2026 Root Financial Partners LLC5,476$165K0.0%N/A0.001%
10/21/2026 Crossmark Global Holdings Inc.29,111$878K0.0%-3.9%0.007%
10/21/2026 Nisa Investment Advisors LLC60,950$1.84M0.0%+3.7%0.014%
10/19/2026 Gold Investment Management Ltd.69,634$2.10M0.6%+1.8%0.016%
10/19/2026 Independent Wealth Network Inc.7,676$231K0.1%N/A0.002%
10/17/2026 IFP Advisors Inc7,307$220K0.0%-32.8%0.002%
10/17/2026 USA Financial Formulas14,929$450K0.1%N/A0.003%
10/16/2026 Vontobel Holding Ltd.172,332$5.20M0.0%-22.8%0.039%
10/16/2026 TD Waterhouse Canada Inc.34,764$1.06M0.0%-49.2%0.008%
10/16/2026 WealthBridge Capital Management LLC15,748$475K0.1%-12.7%0.004%


IVZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 622 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), Dimensional Fund Advisors LP ($518.84M), State Street Corp ($512.12M), 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 548 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 ($3.35M).

Institutional investors have bought a total of 49,767,883 shares in the last 24 months. This purchase volume represents approximately $1.28B in transactions.

Of the 175 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: State Street Corp ($17.34M), Trian Fund Management L.P. ($11.66M), Alliancebernstein L.P. ($2.93M), Bank of America Corp DE ($1.43M), Fisher Asset Management LLC ($1.35M), First Trust Advisors LP ($1.29M), and Bank of Nova Scotia ($1.03M).

Institutional investors have sold a total of 47,830,548 shares in the last 24 months. This volume of shares sold represents approximately $1.30B in transactions.


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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 11/13/2026. New 13F filings are added each quarter as they're published.
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