Go Pro
→ Your book attached (From Profits Run) (Ad)tc pixel Free IVZ Stock Alerts

Invesco (IVZ) Institutional Ownership

Invesco logo
$32.33 -0.74 (-2.23%)
Closing price 09/8/2026 03:59 PM Eastern
Extended Trading
$32.91 +0.58 (+1.79%)
As of 08:31 AM 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.
Compare

Institutional Ownership Changes (13F Filings) for Invesco (NYSE:IVZ)

Current
Institutional Ownership
Percentage
66.09%
Number of
Institutional Buyers
(last 12 months)
352
Total
Institutional Inflows
(last 12 months)
$1.64B
Number of
Institutional Sellers
(last 12 months)
188
Total
Institutional Outflows
(last 12 months)
$1.00B
Get IVZ Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

IVZ Institutional Buying and Selling by Quarter

Invesco Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026 Engineers Gate Manager LP1,354,613$35.75M0.5%+47.0%0.306%
9/9/2026 Integrated Wealth Concepts LLC39,679$1.05M0.0%-1.6%0.009%
9/9/2026 NewEdge Advisors LLC222,541$5.87M0.0%+229.7%0.050%
9/9/2026 IFP Advisors Inc10,879$287K0.0%+52.8%0.002%
9/9/2026 Baird Financial Group Inc.90,755$2.40M0.0%-10.4%0.020%
9/8/2026 Allworth Financial LP65,251$1.72M0.0%+3.0%0.015%
9/8/2026 Waverly Advisors LLC20,100$530K0.0%+16.0%0.005%
9/1/2026 Parrish Capital LLC50,498$1.33M1.1%-13.6%0.011%
8/27/2026 Corient Private Wealth LP245,662$6.48M0.0%+8.2%0.055%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al23,500$620K0.0%N/A0.005%
8/24/2026 California State Teachers Retirement System10,837,212$285.99M0.0%+2,495.9%2.445%
8/23/2026 HB Wealth Management LLC35,100$926K0.0%+37.5%0.008%
8/22/2026 AlphaGrep UK Ltd33,812$892K0.3%N/A0.008%
8/22/2026 Syon Capital LLC24,529$647K0.0%+10.8%0.006%
8/22/2026 TD Waterhouse Canada Inc.68,455$1.84M0.0%+5,543.4%0.015%
8/22/2026 NEOS Investment Management LLC75,600$2.00M0.0%+8.5%0.017%
8/21/2026 AXQ Capital LP37,631$993K0.1%-35.8%0.008%
8/21/2026 Continuum Advisory LLC1,474$39K0.0%N/A0.000%
8/21/2026 Live Oak Private Wealth LLC321,030$8.47M1.1%-5.2%0.072%
8/20/2026 Proficio Capital Partners LLC13,530$357K0.0%N/A0.003%
8/20/2026 BTG Pactual Asset Management US LLC14,164$374K0.0%-53.5%0.003%
8/19/2026 New Mexico Educational Retirement Board22,114$584K0.0%+6.8%0.005%
8/19/2026 Wellington Management Group LLP574,267$15.16M0.0%+127.7%0.130%
8/18/2026 Public Employees Retirement System of Ohio111,295$2.94M0.0%N/A0.025%
8/10/2026 Great Lakes Advisors LLC13,446$355K0.0%N/A0.003%
7/10/2026 Wedge 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%
6/18/2026 Pacer Advisors Inc.22,193$539K0.0%-50.1%0.005%
6/9/2026 Rathbones Group PLC172,380$4.19M0.0%+1.1%0.039%
6/3/2026 NewEdge Advisors LLC67,503$1.64M0.0%+759.7%0.015%
6/1/2026 Caerus Investment Advisors LLC12,047$293K0.1%-9.5%0.003%
5/28/2026 Cozad Asset Management Inc.78,699$1.91M0.2%-4.1%0.018%
Ready to give options a try? Your first trade (Ticker included) -INSIDE (Ad)

Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and stinging losses? Dave Aquino is giving away the exact 11-hour options strategy he uses in volatile markets. You get the plain English blueprint behind the strategy and the very same "rinse and repeat" ticker he's traded nearly 900 times with a 95.3% success rate. It's so simple to understand, you could trade it tomorrow.tc pixel

Send me my free guide
5/26/2026 Glenmede Trust Co. NA16,747$407K0.0%+5.9%0.004%
5/21/2026 Essential Partners LLC46,322$1.13M0.4%-1.6%0.010%
5/19/2026 Bank of America Corp DE2,654,290$64.47M0.0%+28.9%0.599%
5/19/2026 Edgestream Partners L.P.12,844$312K0.0%N/A0.003%
5/19/2026 Kentucky Retirement Systems36,598$889K0.0%N/A0.008%
5/19/2026Janus Henderson Group PLC165,886$4.03M0.0%+5.3%0.037%
5/19/2026 Bull Harbor Capital LLC26,071$633K0.2%N/A0.006%
5/19/2026 South Dakota Investment Council58,879$1.43M0.0%-29.8%0.013%
5/18/2026 Amundi1,042,100$25.31M0.0%-48.3%0.235%
5/18/2026 EverSource Wealth Advisors LLC19,269$468K0.0%+33.9%0.004%
5/18/2026 California State Teachers Retirement System417,476$10.14M0.0%+23.4%0.094%
5/18/2026 Royal Bank of Canada661,711$16.07M0.0%-9.4%0.149%
5/16/2026 The Manufacturers Life Insurance Company285,884$6.94M0.0%-4.9%0.064%
5/16/2026 Quantinno Capital Management LP1,574,728$38.25M0.1%+24.1%0.355%
5/16/2026 Lazard Asset Management LLC116,515$2.83M0.0%+46.7%0.026%
5/15/2026 Delta Global Management LP1,122,257$27.26M2.2%-16.0%0.253%
5/15/2026 Waverly Advisors LLC17,335$421K0.0%+3.8%0.004%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund27,897$678K0.0%-74.5%0.006%
5/14/2026 Public Employees Retirement System of Ohio114,522$2.78M0.0%-2.8%0.026%
5/14/2026 Compound Planning Inc.15,313$372K0.0%+19.3%0.003%
5/14/2026 Arrowstreet Capital Limited Partnership1,287,348$31.27M0.0%-11.0%0.290%
5/14/2026 Inceptionr LLC21,258$516K0.1%-7.4%0.005%
5/14/2026 Bank of Nova Scotia9,595$233K0.0%-97.6%0.002%
5/14/2026 Sei Investments Co.1,396,191$35.68M0.0%+19.9%0.315%
5/14/2026 Keynote Financial Services LLC11,244$273K0.1%-4.3%0.003%
5/14/2026 Lido Advisors LLC11,742$285K0.0%N/A0.003%
5/13/2026 Cetera Investment Advisers145,255$3.53M0.0%+9.9%0.033%
5/13/2026 Arvest Bank Trust Division29,635$720K0.0%+3.3%0.007%
5/13/2026 First Trust Advisors LP1,824,137$44.31M0.0%-7.8%0.411%
5/12/2026 CacheTech Inc.13,272$322K0.1%+18.0%0.003%
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%
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad)

Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain.tc pixel

Get the name and ticker of Louis Navellier's #1 AI stock free
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%


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), California State Teachers Retirement System ($285.99M), and AQR Capital Management LLC ($233.35M).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), California State Teachers Retirement System ($10.53M), Norges Bank ($10.48M), Invesco Ltd. ($8.77M), AQR Capital Management LLC ($5.73M), Price T Rowe Associates Inc. MD ($5.33M), and Goldman Sachs Group Inc. ($3.71M).

Institutional investors have bought a total of 63,978,927 shares in the last 24 months. This purchase volume represents approximately $1.63B 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 40,657,596 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 9/9/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
The $15 Gold Fund That Pays Up to $1,152/Month
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying...
Investors Alley | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel