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S&P 500   4,549.34
DOW   36,054.43
QQQ   385.05
14 best consumer staples dividend stocks
Lithium Discovery So BIG You Can't Miss it, Even From Space (Ad)
How to find blue-chip dividend stocks
Ex dividend date vs record date: What’s the difference?
Lithium Discovery So BIG You Can't Miss it, Even From Space (Ad)
What is the consumer staples sector?
6 best online and direct marketing retail stocks to invest in
Americans Now Favor Gold Over Stocks as an Investment Vehicle (Ad)
Last chance to set up your portfolio for OPEC cuts
What does consumer price index measure?
S&P 500   4,549.34
DOW   36,054.43
QQQ   385.05
14 best consumer staples dividend stocks
Lithium Discovery So BIG You Can't Miss it, Even From Space (Ad)
How to find blue-chip dividend stocks
Ex dividend date vs record date: What’s the difference?
Lithium Discovery So BIG You Can't Miss it, Even From Space (Ad)
What is the consumer staples sector?
6 best online and direct marketing retail stocks to invest in
Americans Now Favor Gold Over Stocks as an Investment Vehicle (Ad)
Last chance to set up your portfolio for OPEC cuts
What does consumer price index measure?
S&P 500   4,549.34
DOW   36,054.43
QQQ   385.05
14 best consumer staples dividend stocks
Lithium Discovery So BIG You Can't Miss it, Even From Space (Ad)
How to find blue-chip dividend stocks
Ex dividend date vs record date: What’s the difference?
Lithium Discovery So BIG You Can't Miss it, Even From Space (Ad)
What is the consumer staples sector?
6 best online and direct marketing retail stocks to invest in
Americans Now Favor Gold Over Stocks as an Investment Vehicle (Ad)
Last chance to set up your portfolio for OPEC cuts
What does consumer price index measure?
Lowest-Rated StocksLowest-Rated

Invesco (IVZ) Institutional Ownership

$15.00
0.00 (0.00%)
(As of 12/6/2023 ET)
Compare
Today's Range
$14.93
▼
$15.24
50-Day Range
$12.52
▼
$15.04
52-Week Range
$12.48
▼
$20.56
Volume
4.00 million shs
Average Volume
4.81 million shs
Market Capitalization
$6.74 billion
P/E Ratio
11.45
Dividend Yield
7.27%
Price Target
$16.61
Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestSocial MediaSustainability

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

Current
Institutional Ownership
Percentage
66.27%
Number of
Institutional Buyers
(last 12 months)
300
Total
Institutional Inflows
(last 12 months)
$688.16 M
Number of
Institutional Sellers
(last 12 months)
237
Total
Institutional Outflows
(last 12 months)
$474.84 M
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Skip Chart & View Institutional Buying and Selling Data

IVZ Institutional Buying and Selling by Quarter


Invesco Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/6/2023Citigroup Inc.298,610$4.34M0.0%-14.1%0.066%
12/1/2023Wellington Management Group LLP37,437$0.54M0.0%-5.3%0.008%
11/30/2023American Century Companies Inc.1,657,313$24.06M0.0%+1.3%0.369%
11/30/2023Modera Wealth Management LLC13,556$0.20M0.0%-11.9%0.003%
11/30/2023Neo Ivy Capital Management73,444$1.07M0.5%N/A0.016%
11/24/2023Deutsche Bank AG1,922,406$27.91M0.0%+26.4%0.428%
11/22/2023Public Sector Pension Investment Board91,467$1.33M0.0%+7.3%0.020%
11/22/2023Graham Capital Management L.P.78,936$1.15M0.0%N/A0.018%
11/17/2023OLD National Bancorp IN12,444$0.18M0.0%-10.2%0.003%
11/16/2023Creative Planning24,314$0.35M0.0%-10.2%0.005%
11/16/2023Orion Capital Management LLC1,700$25K0.0%N/A0.000%
11/16/2023Harbour Investments Inc.11,682$0.17M0.0%-16.0%0.003%
11/16/2023Tudor Investment Corp Et Al137,981$2M0.0%-5,318.6%0.031%
11/16/2023Public Employees Retirement System of Ohio164,188$2.38M0.0%-10.8%0.037%
11/16/2023Morgan Stanley5,408,866$78.54M0.0%+1.7%1.203%
11/15/2023Mercer Global Advisors Inc. ADV72,685$1.06M0.0%+54.3%0.016%
11/15/2023The Manufacturers Life Insurance Company 357,947$5.20M0.0%+13.0%0.080%
11/15/2023Royal Bank of Canada1,216,634$17.67M0.0%-25.0%0.271%
11/15/2023Schroder Investment Management Group34,466$0.50M0.0%+5.7%0.008%
11/15/2023Scotia Capital Inc.140,954$2.05M0.0%-3.1%0.031%
11/15/2023Sei Investments Co.225,388$3.27M0.0%-15.8%0.050%
11/15/2023Seven Eight Capital LP30,133$0.44M0.1%N/A0.007%
11/15/2023JPMorgan Chase & Co.1,005,487$14.60M0.0%-13.7%0.224%
11/15/2023Legal & General Group Plc1,302,041$18.91M0.0%-10.4%0.290%
11/15/2023Adage Capital Partners GP L.L.C.446,069$6.48M0.0%-2.3%0.099%
11/15/2023Ameriprise Financial Inc.2,250,928$32.68M0.0%-3.0%0.501%
11/15/2023AXQ Capital LP22,300$0.32M0.1%N/A0.005%
11/15/2023Advanced Portfolio Management LLC29,194$0.42M0.4%N/A0.006%
11/15/2023Glenmede Trust Co. NA13,438$0.20M0.0%-15.3%0.003%
11/15/2023AQR Capital Management LLC2,336,033$33.92M0.1%+52.1%0.520%
11/14/2023Quadrature Capital Ltd27,742$0.40M0.0%N/A0.006%
11/14/2023Jones Financial Companies Lllp2,179$32K0.0%N/A0.000%
11/14/2023Schonfeld Strategic Advisors LLC36,298$0.53M0.0%N/A0.008%
11/14/2023Teza Capital Management LLC41,083$0.60M0.1%-69.1%0.009%
11/14/2023Cape Cod Five Cents Savings Bank3,456$50K0.0%+98.8%0.001%
11/14/2023Morningstar Investment Services LLC24,408$0.35M0.0%+7.5%0.005%
11/14/2023California State Teachers Retirement System506,046$7.35M0.0%-8.4%0.113%
11/14/2023Toronto Dominion Bank739,177$10.73M0.0%+66.1%0.164%
11/14/2023Bank of Nova Scotia312,109$4.53M0.0%+2,873.3%0.069%
11/14/2023Tower Research Capital LLC TRC 15,407$0.22M0.0%+93.2%0.003%
11/14/2023Treasurer of the State of North Carolina159,510$2.32M0.0%-1.6%0.035%
11/14/2023Trexquant Investment LP74,576$1.08M0.0%N/A0.017%
11/14/2023MQS Management LLC17,661$0.26M0.2%N/A0.004%
11/14/2023O Shaughnessy Asset Management LLC13,212$0.19M0.0%+18.5%0.003%
11/13/2023Natixis Advisors L.P.19,788$0.29M0.0%-26.2%0.004%
11/13/2023Connor Clark & Lunn Investment Management Ltd.254,396$3.69M0.0%N/A0.057%
11/13/2023EPG Wealth Management LLC16,984$0.25M0.1%+10.8%0.004%
11/13/2023Northern Trust Corp5,943,943$86.31M0.0%+30.7%1.322%
11/13/2023Federated Hermes Inc.8,448$0.12M0.0%+581.8%0.002%
11/13/2023Stifel Financial Corp90,984$1.32M0.0%+2.6%0.020%
11/13/2023Retirement Planning Co of New England Inc.17,836$0.26M0.1%-5.5%0.004%
11/13/2023Healthcare of Ontario Pension Plan Trust Fund94,000$1.37M0.0%-89.2%0.021%
11/13/2023Mariner LLC60,006$0.87M0.0%+53.8%0.013%
11/13/2023Visionary Wealth Advisors11,994$0.17M0.0%-16.1%0.003%
11/13/2023Ontario Teachers Pension Plan Board18,278$0.27M0.0%N/A0.004%
11/13/2023LPL Financial LLC201,175$2.92M0.0%+1.4%0.045%
11/13/2023Brandywine Global Investment Management LLC387,010$5.62M0.0%-5.0%0.086%
11/13/2023Altshuler Shaham Ltd22,899$0.33M0.0%+306.2%0.005%
11/13/2023Hsbc Holdings PLC749,137$10.91M0.0%+99.6%0.167%
11/13/2023V Square Quantitative Management LLC13,841$0.20M0.1%+569.0%0.003%
11/13/2023Rathbones Group PLC30,016$0.44M0.0%+78.2%0.007%
11/13/2023Valueworks LLC249,309$3.62M1.3%-1.1%0.055%
11/13/2023FMR LLC3,527,422$51.22M0.0%-7.0%0.785%
11/13/2023Envestnet Asset Management Inc.63,584$0.92M0.0%-47.4%0.014%
11/13/2023Grantham Mayo Van Otterloo & Co. LLC1,044,029$15.16M0.1%+6.3%0.232%
11/13/2023QRG Capital Management Inc.88,343$1.28M0.0%N/A0.020%
11/13/2023Korea Investment CORP73,328$1.07M0.0%-76.4%0.016%
11/13/2023Rafferty Asset Management LLC178,783$2.60M0.0%+5.1%0.040%
11/13/2023Prudential PLC22,392$0.33M0.0%-26.7%0.005%
11/13/2023Kestra Advisory Services LLC51,815$0.75M0.0%-5.4%0.012%
11/13/2023DekaBank Deutsche Girozentrale54,661$0.79M0.0%-3.1%0.012%
11/13/2023PNC Financial Services Group Inc.68,866$1M0.0%-4.7%0.015%
11/9/2023Paralel Advisors LLC116,749$1.70M0.1%+1.3%0.026%
11/9/2023William Blair Investment Management LLC24,655$0.36M0.0%+57.8%0.005%
11/9/2023Rhumbline Advisers759,924$11.03M0.0%-0.3%0.169%
11/9/2023Pzena Investment Management LLC1,156,571$16.79M0.1%-56.9%0.258%
11/9/2023WBI Investments Inc.11,165$0.16M0.0%-48.0%0.002%
11/9/2023Deutsche Bank AG1,922,406$27.91M0.0%+26.4%0.429%
11/9/2023Letko Brosseau & Associates Inc.1,713,363$24.88M0.5%-1.4%0.382%
11/9/2023Citigroup Inc.298,610$4.34M0.0%-14.1%0.067%
11/9/2023Andra AP fonden229,500$3.33M0.2%-11.1%0.051%
11/9/2023Commonwealth of Pennsylvania Public School Empls Retrmt SYS90,203$1.31M0.0%+12.9%0.020%
11/9/2023Texas Permanent School Fund Corp100,145$1.45M0.0%-6.6%0.022%
11/9/2023Mutual of America Capital Management LLC62,615$0.91M0.0%-4.7%0.014%
11/9/2023UBS Group AG1,685,054$24.47M0.0%+0.9%0.376%
11/9/2023Mitsubishi UFJ Trust & Banking Corp210,014$3.05M0.0%+0.8%0.047%
11/8/2023HighTower Advisors LLC39,450$0.57M0.0%-33.6%0.009%
11/8/2023Pathstone Family Office LLC20,262$0.30M0.0%+44.6%0.005%
11/8/2023Element Wealth LLC22,511$0.33M0.2%-13.1%0.005%
11/8/2023Van ECK Associates Corp12,353$0.18M0.0%-40.0%0.003%
11/8/2023Shell Asset Management Co.54,055$0.79M0.0%-2.9%0.012%
11/8/2023Charles Schwab Investment Management Inc.3,898,374$56.60M0.0%+0.1%0.869%
11/8/2023Blueshift Asset Management LLC27,250$0.40M0.2%N/A0.006%
11/8/2023Janney Montgomery Scott LLC11,853$0.17M0.0%-35.3%0.003%
11/8/2023Massachusetts Financial Services Co. MA7,002,512$101.68M0.0%-1.1%1.561%
11/8/2023Amalgamated Bank131,759$1.91M0.0%+1.7%0.029%
11/8/2023J.P. Morgan Private Wealth Advisors LLC40,964$0.60M0.0%-49.1%0.009%
11/8/2023New York Life Investment Management LLC62,814$0.91M0.0%-1.4%0.014%
11/8/2023Kestra Private Wealth Services LLC69,769$1.01M0.0%+13.7%0.016%
11/7/2023Qsemble Capital Management LP27,600$0.40M0.1%N/A0.006%
(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, 540 institutional investors and hedge funds held shares of Invesco. The most heavily invested institutionals were Trian Fund Management L.P. ($899.39M), BlackRock Inc. ($804.47M), Vanguard Group Inc. ($709.97M), State Street Corp ($415.09M), Geode Capital Management LLC ($161.01M), Dimensional Fund Advisors LP ($160.76M), and Massachusetts Financial Services Co. MA ($101.68M).Learn more on IVZ's institutional investors.

What percentage of Invesco stock is owned by institutional investors?

66.27% 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 462 institutional investors that purchased Invesco stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Trian Fund Management L.P. ($19M), State Street Corp ($9.98M), BlackRock Inc. ($8.57M), Vanguard Group Inc. ($7.71M), Millennium Management LLC ($4.08M), Norges Bank ($3.23M), and Fisher Asset Management LLC ($3.22M).

How much institutional buying is happening at Invesco?

Institutional investors have bought a total of 115,572,703 shares in the last 24 months. This purchase volume represents approximately $2.13B in transactions.

Which Invesco major shareholders have been selling company stock?

Of the 338 institutional investors that sold Invesco stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Goldman Sachs Group Inc. ($3.08M), JPMorgan Chase & Co. ($3.06M), State Street Corp ($2.08M), Price T Rowe Associates Inc. MD ($1.68M), Pzena Investment Management LLC ($1.59M), Schonfeld Strategic Advisors LLC ($1.56M), and Two Sigma Advisers LP ($1.45M).

How much institutional selling is happening at Invesco?

Institutional investors have sold a total of 57,707,123 shares in the last 24 months. This volume of shares sold represents approximately $1.07B in transactions.


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This page (NYSE:IVZ) was last updated on 12/7/2023 by MarketBeat.com Staff

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