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Invesco (IVZ) Institutional Ownership

Invesco logo
$28.98 +0.37 (+1.31%)
Closing price 07/10/2026 03:59 PM Eastern
Extended Trading
$29.04 +0.06 (+0.19%)
As of 07/10/2026 07:32 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)
401
Total
Institutional Inflows
(last 12 months)
$1.62B
Number of
Institutional Sellers
(last 12 months)
225
Total
Institutional Outflows
(last 12 months)
$1.14B
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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
7/10/2026Wedge Capital Management L L P NC1,208,058$31.88M0.5%-2.3%0.273%
7/10/2026 Wealthcare Advisory Partners LLC35,255$930K0.0%-6.1%0.008%
7/9/2026 Vista Investment Partners LLC182,880$4.83M1.2%-2.0%0.041%
7/9/2026 Contravisory Investment Management Inc.49,852$1.32M0.2%+1.8%0.011%
7/9/2026 Wealthcare Capital Management LLC432,545$11.42M1.1%-7.1%0.098%
7/8/2026 Gradient Investments LLC28,112$742K0.0%N/A0.006%
7/8/2026 Sonoma Allocations LLC447,018$11.80M4.5%N/A0.101%
7/8/2026 Czech National Bank126,179$3.33M0.0%+4.3%0.028%
7/7/2026 GAMMA Investing LLC39,656$1.05M0.0%+4.8%0.009%
7/2/2026 Versant Capital Management Inc14,280$377K0.0%+7.2%0.003%
6/18/2026Pacer Advisors Inc.22,193$539K0.0%-50.1%0.005%
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 Company 285,884$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%
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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%
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%
5/4/2026Chicago Partners Investment Group LLC26,910$688K0.0%+93.3%0.006%
5/4/2026Del Sette Capital Management LLC146,655$3.56M2.1%+7.6%0.033%
5/4/2026Teachers Retirement System of The State of Kentucky960,441$23.33M0.2%+2,633.1%0.216%
5/1/2026Fifth Third Bancorp25,406$617K0.0%+15.5%0.006%
5/1/2026Sequoia Financial Advisors LLC40,341$980K0.0%-16.6%0.009%
5/1/2026ARGA Investment Management LP50,321$1.22M0.0%-22.3%0.011%
4/30/2026Hsbc Holdings PLC674,037$16.38M0.0%+56.4%0.152%
4/30/2026Elevated Capital Advisors LLC2,513$61K0.0%-92.2%0.001%
4/30/2026Ibex Wealth Advisors271,581$6.60M0.6%+1,532.3%0.061%
4/30/2026Greenwood Capital Associates LLC66,152$1.61M0.2%-5.1%0.015%
4/29/2026Jackson Thornton Wealth Management LLC12,661$299K0.0%+5.8%0.003%
4/28/2026DGS Capital Management LLC17,220$418K0.1%+10.4%0.004%
4/28/2026Parrish Capital LLC58,426$1.42M1.3%-1.3%0.013%
4/28/2026Praxis Investment Management Inc.15,213$370K0.0%+14.3%0.003%
4/28/2026Wealthstar Advisors LLC45,240$1.10M0.5%N/A0.010%
4/28/2026QRG Capital Management Inc.134,628$3.27M0.0%+3.2%0.030%
4/27/2026HB Wealth Management LLC25,529$620K0.0%+38.9%0.006%
4/27/2026Baer Investment Advisory LLC8,490$206K0.0%N/A0.002%
4/27/2026World Investment Advisors13,566$330K0.0%N/A0.003%
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4/27/2026New York State Teachers Retirement System356,158$8.65M0.0%-10.8%0.080%
4/27/2026Private Advisor Group LLC35,701$867K0.0%+4.2%0.008%
4/27/2026Optas LLC10,876$264K0.0%N/A0.002%
4/27/2026Y Intercept Hong Kong Ltd282,691$6.87M0.1%+13.3%0.064%
4/27/2026Sound Income Strategies LLC5,983$146K0.0%+17,497.1%0.001%
4/25/2026Keybank National Association OH21,037$511K0.0%+22.6%0.005%
4/23/2026SJS Investment Consulting Inc.1,207$29K0.0%+80.1%0.000%
4/23/2026EWA LLC12,490$303K0.1%+3.8%0.003%
4/23/2026waypoint wealth counsel8,759$213K0.1%-7.6%0.002%
4/23/2026Apollon Wealth Management LLC20,841$506K0.0%-2.8%0.005%


IVZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 609 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 ($5.33M), Dimensional Fund Advisors LP ($4.54M), and Goldman Sachs Group Inc. ($3.71M).

Institutional investors have bought a total of 70,756,641 shares in the last 24 months. This purchase volume represents approximately $1.62B in transactions.

Of the 224 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), Amundi ($2.40M), Marshall Wace LLP ($1.92M), and Balyasny Asset Management L.P. ($1.77M).

Institutional investors have sold a total of 49,160,692 shares in the last 24 months. This volume of shares sold represents approximately $1.14B in transactions.


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This page (NYSE:IVZ) was last updated on 7/11/2026 by MarketBeat.com Staff.
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