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Invesco (IVZ) Institutional Ownership

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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)
241
Total
Institutional Inflows
(last 12 months)
$638.66M
Number of
Institutional Sellers
(last 12 months)
186
Total
Institutional Outflows
(last 12 months)
$361.30M
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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
4/23/2024 IRON Financial LLC12,116$201K0.1%+9.1%0.003%
4/23/2024 Louisiana State Employees Retirement System26,200$435K0.0%-3.7%0.006%
4/23/2024 Live Oak Private Wealth LLC319,199$5.30M0.9%+4.3%0.071%
4/23/2024 Amalgamated Bank131,032$2.17M0.0%+5.7%0.029%
4/23/2024 New Mexico Educational Retirement Board22,614$375K0.0%-5.0%0.005%
4/22/2024 Centennial Wealth Advisory LLC17,610$292K0.1%-4.9%0.004%
4/22/2024 Strategic Advisors LLC44,500$738K0.1%-8.2%0.010%
4/19/2024 Insight Folios Inc390,278$6.48M2.6%+2.0%0.087%
4/19/2024 Norden Group LLC27,108$450K0.0%N/A0.006%
4/19/2024 Olstein Capital Management L.P.514,946$8.54M1.4%-3.4%0.115%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.10,167$169K0.0%N/A0.002%
4/19/2024 Handelsinvest Investeringsforvaltning16,580$275K0.1%-34.2%0.004%
4/18/2024 Allspring Global Investments Holdings LLC37,142$616K0.0%-9.3%0.008%
4/18/2024 Oak Thistle LLC13,049$216K0.2%-80.0%0.003%
4/18/2024 Aviance Capital Partners LLC64,931$1.08M0.2%+2.9%0.014%
4/17/2024 Hennion & Walsh Asset Management Inc.54,426$903K0.0%+53.4%0.012%
4/15/2024 Wealthcare Advisory Partners LLC38,284$635K0.0%+9.5%0.009%
4/15/2024 DGS Capital Management LLC15,326$254K0.1%-5.4%0.003%
4/13/2024 ARGA Investment Management LP108,269$1.80M0.1%+1.0%0.024%
4/12/2024 Lloyd Advisory Services LLC.47,320$785K0.2%N/A0.011%
4/11/2024 Optimum Investment Advisors3,500$58K0.0%-34.0%0.001%
4/9/2024 Alaska Permanent Fund Corp155,635$2.58M0.0%+7.1%0.035%
4/5/2024 Los Angeles Capital Management LLC124,503$2.07M0.0%N/A0.028%
4/5/2024 NBC Securities Inc.17,170$284K0.0%+12.7%0.004%
3/29/2024Kapitalo Investimentos Ltda5,515$98K0.0%-59.7%0.001%
3/25/2024Quadrature Capital Ltd71,425$1.27M0.0%+157.5%0.016%
3/22/2024PNC Financial Services Group Inc.75,860$1.35M0.0%+10.2%0.017%
3/11/2024Vanguard Group Inc.51,454,867$917.96M0.0%+0.2%11.455%
3/5/2024Fisher Asset Management LLC3,921,248$69.96M0.0%+11.1%0.873%
3/1/2024Goldman Sachs Group Inc.3,320,911$59.25M0.0%-20.2%0.739%
2/28/2024American International Group Inc.117,174$2.09M0.0%-0.7%0.026%
2/21/2024V Square Quantitative Management LLC11,772$210K0.1%-14.9%0.003%
2/20/2024Quarry LP2,060$37K0.0%N/A0.000%
2/15/2024Modera Wealth Management LLC12,394$221K0.0%-8.6%0.003%
2/14/2024Point72 Asset Management L.P.3,756,500$67.02M0.2%+1,411.1%0.836%
2/14/2024Point72 Europe London LLP45,610$814K0.1%N/A0.010%
2/14/2024Redwood Investment Management LLC180,042$3.21M0.3%-17.6%0.040%
2/14/2024VitalStone Financial LLC11,247$201K0.2%N/A0.003%
2/14/2024Balyasny Asset Management L.P.3,463,819$61.80M0.1%N/A0.771%
2/14/2024Quadrature Capital Ltd71,425$1.27M0.0%+157.5%0.016%
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2/13/2024Morningstar Investment Services LLC49,393$893K0.0%+102.4%0.011%
2/13/2024Cibc World Markets Corp91,741$1.64M0.0%+27.3%0.020%
2/13/20241832 Asset Management L.P.44,624$796K0.0%-5.1%0.010%
2/13/2024Rafferty Asset Management LLC191,231$3.41M0.0%+7.0%0.043%
2/13/2024CIBC Asset Management Inc59,765$1.07M0.0%-6.4%0.013%
2/13/2024Jones Financial Companies Lllp2,945$53K0.0%+35.2%0.001%
2/13/2024Poehling Capital Management INC.256,697$4.58M1.4%+1.0%0.057%
2/13/2024KBC Group NV830,231$14.81M0.1%-3.2%0.185%
2/13/2024California State Teachers Retirement System369,981$6.60M0.0%-26.9%0.082%
2/13/2024United Community Bank7,584$135K0.1%N/A0.002%
2/13/2024Rathbones Group PLC27,764$495K0.0%-7.5%0.006%
2/12/2024Meritage Group LP11,238$200K0.0%N/A0.002%
2/12/2024Peterson Financial Group Inc.24,435$436K0.3%-45.1%0.005%
2/12/2024Bank of Nova Scotia698,979$12.47M0.0%+124.0%0.155%
2/12/2024Scotia Capital Inc.139,245$2.48M0.0%-1.2%0.031%
2/12/2024Dorsey & Whitney Trust CO LLC12,954$231K0.0%-7.5%0.003%
2/12/2024Gold Investment Management Ltd.52,743$941K0.4%N/A0.012%
2/12/2024Letko Brosseau & Associates Inc.1,669,663$29.79M0.5%-2.6%0.371%
2/12/2024TFO Wealth Partners LLC25,208$450K0.0%+69,922.2%0.006%
2/12/2024Treasurer of the State of North Carolina161,080$2.87M0.0%+1.0%0.036%
2/12/2024TD Asset Management Inc78,692$1.40M0.0%-25.1%0.018%
2/12/2024Paradigm Asset Management Co. LLC39,000$696K0.2%-3.0%0.009%
2/12/2024United Services Automobile Association16,121$288K0.0%N/A0.004%
2/12/2024Parallel Advisors LLC3,343$60K0.0%+40.2%0.001%
2/12/2024Hsbc Holdings PLC929,376$16.64M0.0%+24.1%0.207%
2/9/2024Nomura Asset Management Co. Ltd.10,280$183K0.0%-90.3%0.002%
2/9/2024Commerce Bank38,787$692K0.0%+201.2%0.009%
2/9/2024WBI Investments LLC140,973$2.52M0.5%+1,162.6%0.031%
2/9/2024Ontario Teachers Pension Plan Board23,214$414K0.0%+27.0%0.005%
2/9/2024Pzena Investment Management LLC1,120,370$19.99M0.1%-3.1%0.249%
2/9/2024EverSource Wealth Advisors LLC2,462$44K0.0%+182.0%0.001%
2/9/2024Franklin Resources Inc.103,674$1.85M0.0%-54.7%0.023%
2/9/2024Trexquant Investment LP94,659$1.69M0.0%+26.9%0.021%
2/9/2024Corient Private Wealth LLC39,163$699K0.0%+30.9%0.009%
2/9/2024D.A. Davidson & CO.48,340$862K0.0%-2.9%0.011%
2/9/2024PNC Financial Services Group Inc.75,860$1.35M0.0%+10.2%0.017%
2/9/2024Dynamic Technology Lab Private Ltd10,825$193K0.0%N/A0.002%
2/9/2024Norges Bank3,347,124$59.71M0.0%N/A0.745%
2/8/2024Robeco Institutional Asset Management B.V.252,953$4.51M0.0%-79.6%0.056%
2/8/2024Securian Asset Management Inc.28,465$508K0.0%-11.6%0.006%
2/8/2024 ARGA Investment Management LP107,164$1.91M0.1%+115.7%0.024%
2/8/2024Vanguard Personalized Indexing Management LLC46,304$826K0.0%+7.3%0.010%
2/8/2024Gables Capital Management Inc.1,634$29K0.0%+74.9%0.000%
2/8/2024Mitsubishi UFJ Asset Management Co. Ltd.267,055$4.61M0.0%-36.1%0.059%
2/8/2024Massachusetts Financial Services Co. MA2,544,565$45.40M0.0%-63.7%0.566%
2/7/2024Ieq Capital LLC20,061$358K0.0%-13.9%0.004%
2/7/2024Principal Financial Group Inc.501,457$8.95M0.0%-1.3%0.112%
2/7/2024Dimensional Fund Advisors LP13,798,051$246.16M0.1%+23.1%3.069%
2/7/2024Jump Financial LLC41,585$742K0.0%-81.9%0.009%
2/7/2024 NBC Securities Inc.15,235$271K0.0%-7.2%0.003%
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2/7/2024BNP Paribas Financial Markets589,173$10.51M0.0%+0.6%0.131%
2/7/2024Teacher Retirement System of Texas40,768$727K0.0%+53.3%0.009%
2/7/2024Ethos Financial Group LLC16,179$289K0.1%N/A0.004%
2/7/2024Altshuler Shaham Ltd20,543$366K0.0%-10.3%0.005%
2/6/2024Charles Schwab Investment Management Inc.4,034,956$71.98M0.0%+3.5%0.898%
2/6/2024 Aviance Capital Partners LLC63,102$1.13M0.2%-10.3%0.014%
2/6/2024Private Advisor Group LLC51,635$921K0.0%-1.8%0.011%
2/6/2024 Wealthcare Advisory Partners LLC34,957$624K0.0%+15.9%0.008%
2/6/2024Channing Capital Management LLC475,275$8.48M0.3%N/A0.106%
2/6/2024National Bank of Canada FI112,635$2.00M0.0%-70.8%0.025%
(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, 479 institutional investors and hedge funds held shares of Invesco. The most heavily invested institutionals were Quilter Plc ($2.23B), Vanguard Group Inc. ($917.96M), Trian Fund Management L.P. ($899.39M), BlackRock Inc. ($804.47M), Dimensional Fund Advisors LP ($246.16M), Geode Capital Management LLC ($161.01M), and Northern Trust Corp ($86.31M).Learn more on IVZ's institutional investors.

What percentage of Invesco stock is owned by institutional investors?

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

Which institutional investors have been buying Invesco stock?

Of the 393 institutional investors that purchased Invesco stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BlackRock Inc. ($6.04M), Fisher Asset Management LLC ($4.01M), Point72 Asset Management L.P. ($3.96M), Dimensional Fund Advisors LP ($3.65M), Balyasny Asset Management L.P. ($3.46M), Norges Bank ($3.35M), and Millennium Management LLC ($2.60M).

How much institutional buying is happening at Invesco?

Institutional investors have bought a total of 67,108,278 shares in the last 24 months. This purchase volume represents approximately $1.13B in transactions.

Which Invesco major shareholders have been selling company stock?

Of the 285 institutional investors that sold Invesco stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Massachusetts Financial Services Co. MA ($5.62M), Vanguard Group Inc. ($1.92M), JPMorgan Chase & Co. ($1.87M), Pzena Investment Management LLC ($1.62M), Intech Investment Management LLC ($1.43M), Victory Capital Management Inc. ($1.31M), and Robeco Institutional Asset Management B.V. ($1.24M).

How much institutional selling is happening at Invesco?

Institutional investors have sold a total of 41,590,165 shares in the last 24 months. This volume of shares sold represents approximately $725.06M in transactions.


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This page (NYSE:IVZ) was last updated on 4/25/2024 by MarketBeat.com Staff

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