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Invesco (IVZ) Institutional Ownership

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$21.68 +0.04 (+0.16%)
Closing price 03:59 PM Eastern
Extended Trading
$21.70 +0.01 (+0.05%)
As of 07:23 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 Polygon.io. 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)
341
Total
Institutional Inflows
(last 12 months)
$2.44B
Number of
Institutional Sellers
(last 12 months)
217
Total
Institutional Outflows
(last 12 months)
$428.90M
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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
8/26/2025 Thrivent Financial for Lutherans343,827$5.42M0.0%+155.4%0.077%
8/19/2025 State of Wyoming26,005$410K0.1%+17.5%0.006%
8/18/2025 Kestra Investment Management LLC3,443$54K0.0%+672.0%0.001%
8/16/2025 Public Sector Pension Investment Board92,699$1.46M0.0%-62.1%0.021%
8/15/2025 CANADA LIFE ASSURANCE Co235,340$3.72M0.0%+0.9%0.053%
8/15/2025 Tower Research Capital LLC TRC 4,748$75K0.0%-76.7%0.001%
8/15/2025 Corient Private Wealth LLC54,459$859K0.0%+56.1%0.012%
8/15/2025 State of Tennessee Department of Treasury380,408$6.00M0.0%+15.5%0.085%
8/15/2025 Captrust Financial Advisors60,017$946K0.0%+7.6%0.013%
8/15/2025 Vident Advisory LLC84,343$1.33M0.0%-4.0%0.019%
8/15/2025 Teza Capital Management LLC11,699$184K0.1%-38.5%0.003%
8/15/2025 Rafferty Asset Management LLC174,375$2.75M0.0%+8.9%0.039%
8/15/2025 MML Investors Services LLC60,491$954K0.0%+102.0%0.014%
8/15/2025 Man Group plc612,229$9.66M0.0%-25.9%0.137%
8/15/2025 Lazard Asset Management LLC82,742$1.30M0.0%-2.3%0.019%
8/15/2025 EP Wealth Advisors LLC11,990$189K0.0%-3.9%0.003%
8/15/2025 Engineers Gate Manager LP18,533$292K0.0%-90.8%0.004%
8/15/2025 Cubist Systematic Strategies LLC460,101$7.26M0.0%N/A0.103%
8/15/2025 BNP Paribas Financial Markets1,098,527$17.32M0.0%-41.8%0.246%
8/15/2025 Boothbay Fund Management LLC20,371$321K0.0%+40.6%0.005%
8/15/2025 Balyasny Asset Management L.P.5,092,189$80.30M0.1%+58.1%1.142%
8/15/2025 Bank of America Corp DE2,893,883$45.64M0.0%+52.6%0.649%
8/15/2025 Adage Capital Partners GP L.L.C.63,941$1.01M0.0%-15.8%0.014%
8/15/2025 Ameriprise Financial Inc.657,670$10.37M0.0%+67.9%0.147%
8/15/2025 AQR Capital Management LLC11,612,559$182.49M0.2%+5.3%2.604%
8/14/2025 Basswood Capital Management L.L.C.660,240$10.41M0.5%-19.1%0.148%
8/14/2025 Lighthouse Investment Partners LLC235,850$3.72M0.1%N/A0.053%
8/14/2025 California State Teachers Retirement System343,866$5.42M0.0%+9.6%0.077%
8/14/2025 Raymond James Financial Inc.110,217$1.74M0.0%-2.4%0.025%
8/14/2025 Quantinno Capital Management LP843,872$13.31M0.1%+60.0%0.189%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.239,735$3.78M0.0%+570.3%0.054%
8/14/2025 Alliancebernstein L.P.7,924,717$124.97M0.0%+13.4%1.777%
8/14/2025 Ieq Capital LLC536,964$8.47M0.1%+50.3%0.120%
8/14/2025 Treasurer of the State of North Carolina169,997$2.68M0.0%+1.7%0.038%
8/14/2025 The Manufacturers Life Insurance Company 303,625$4.79M0.0%-4.3%0.068%
8/14/2025 Sei Investments Co.128,956$2.03M0.0%-36.5%0.029%
8/14/2025 Nebula Research & Development LLC74,813$1.18M0.1%+62.6%0.017%
8/14/2025 Qube Research & Technologies Ltd635,482$10.02M0.0%-57.3%0.142%
8/14/2025 iSAM Funds UK Ltd106,352$1.68M0.4%N/A0.024%
8/14/2025 AXA S.A.1,235,668$19.49M0.1%+29.1%0.277%
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8/14/2025 State Street Corp22,260,704$351.05M0.0%+1.5%4.992%
8/14/2025 Daiwa Securities Group Inc.30,644$483K0.0%+11.3%0.007%
8/14/2025 Natixis87,485$1.38M0.0%+116.7%0.020%
8/14/2025 Bank of Nova Scotia878,006$13.85M0.0%+78.9%0.197%
8/14/2025 California Public Employees Retirement System630,540$9.94M0.0%+18.4%0.141%
8/14/2025 Cerity Partners LLC755,667$11.92M0.0%-4.2%0.169%
8/13/2025 Jump Financial LLC230,222$3.63M0.0%-0.4%0.052%
8/13/2025 Amundi2,380,778$39.50M0.0%-25.7%0.534%
8/13/2025 Marshall Wace LLP652,301$10.29M0.0%-74.6%0.146%
8/13/2025 Baird Financial Group Inc.102,407$1.62M0.0%+6.6%0.023%
8/13/2025 First Trust Advisors LP3,380,933$53.32M0.0%+5,065.4%0.758%
8/13/2025 EverSource Wealth Advisors LLC12,946$204K0.0%+181.4%0.003%
8/13/2025 Arrowstreet Capital Limited Partnership1,605,890$25.33M0.0%+12.5%0.360%
8/13/2025 Quantbot Technologies LP24,709$390K0.0%-91.9%0.006%
8/13/2025 Fisher Asset Management LLC4,938,846$77.89M0.0%+4.1%1.107%
8/13/2025 Gator Capital Management LLC75,000$1.18M0.4%N/A0.017%
8/13/2025 Norges Bank3,287,134$51.84M0.0%N/A0.737%
8/13/2025 Hsbc Holdings PLC626,869$9.87M0.0%+15.6%0.141%
8/13/2025 Northwestern Mutual Wealth Management Co.76,391$1.21M0.0%+3.3%0.017%
8/13/2025 Grantham Mayo Van Otterloo & Co. LLC284,018$4.48M0.0%-29.3%0.064%
8/13/2025 State Board of Administration of Florida Retirement System466,306$7.35M0.0%+1.2%0.105%
8/13/2025 Quadrant Capital Group LLC11,916$188K0.0%-44.3%0.003%
8/13/2025 Vinva Investment Management Ltd42,052$663K0.0%-12.6%0.009%
8/13/2025 Russell Investments Group Ltd.102,584$1.62M0.0%+0.8%0.023%
8/12/2025 Elo Mutual Pension Insurance Co44,379$700K0.0%+19.9%0.010%
8/12/2025 Ameritas Investment Partners Inc.4,224$67K0.0%-13.6%0.001%
8/12/2025Jefferies Financial Group Inc.206,451$3.26M0.0%-78.3%0.046%
8/12/2025 Prudential Financial Inc.1,052,329$16.60M0.0%+82.4%0.236%
8/12/2025 Coldstream Capital Management Inc.11,005$174K0.0%+11.8%0.002%
8/12/2025 American Century Companies Inc.132,041$2.08M0.0%-1.5%0.030%
8/12/2025 Cozad Asset Management Inc.79,650$1.26M0.1%-5.2%0.018%
8/12/2025 Rhumbline Advisers872,107$13.75M0.0%+10.4%0.196%
8/12/2025 Mufg Securities Americas Inc.9,919$156K0.0%+25.1%0.002%
8/12/2025 Franklin Resources Inc.276,906$4.37M0.0%+29.3%0.062%
8/12/2025 Legal & General Group Plc884,579$13.95M0.0%+12.1%0.198%
8/12/2025 Brandywine Global Investment Management LLC106,010$1.67M0.0%-2.3%0.024%
8/12/2025 Neo Ivy Capital Management5,963$94K0.0%N/A0.001%
8/12/2025 JPMorgan Chase & Co.1,096,073$17.29M0.0%-27.8%0.246%
8/12/2025 Magnetar Financial LLC70,608$1.11M0.0%+567.6%0.016%
8/12/2025 Swiss National Bank684,500$10.80M0.0%+4.8%0.153%
8/12/2025 Ensign Peak Advisors Inc91,420$1.44M0.0%-6.7%0.020%
8/12/2025 Quilter Plc32,245$509K0.0%N/A0.007%
8/11/2025 WBI Investments LLC109,292$1.72M0.4%N/A0.025%
8/11/2025 Mount Lucas Management LP47,704$752K0.3%N/A0.011%
8/11/2025 Rothschild Investment LLC43,040$679K0.0%-13.3%0.010%
8/11/2025 Poehling Capital Management INC.255,585$4.03M0.9%+0.3%0.057%
8/11/2025 Nomura Asset Management Co. Ltd.16,389$258K0.0%+14.2%0.004%
8/11/2025 Universal Beteiligungs und Servicegesellschaft mbH295,702$4.66M0.0%+5.8%0.066%
8/8/2025 Letko Brosseau & Associates Inc.1,602,438$25.27M0.5%+0.6%0.358%
8/8/2025 Kingsview Wealth Management LLC27,984$441K0.0%N/A0.006%
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8/8/2025 Cetera Investment Advisers80,573$1.27M0.0%-5.5%0.018%
8/8/2025 Creative Planning32,007$505K0.0%+10.6%0.007%
8/8/2025 SG Americas Securities LLC77,463$1.22M0.0%+587.6%0.017%
8/8/2025 Commonwealth of Pennsylvania Public School Empls Retrmt SYS109,766$1.73M0.0%+7.1%0.025%
8/8/2025 Olympiad Research LP12,892$203K0.3%-28.1%0.003%
8/8/2025 Banco Bilbao Vizcaya Argentaria S.A.133,788$2.11M0.0%-4.2%0.030%
8/8/2025 Arvest Bank Trust Division30,885$487K0.0%N/A0.007%
8/8/2025 Police & Firemen s Retirement System of New Jersey140,176$2.21M0.0%+6.0%0.031%
8/8/2025 Geode Capital Management LLC11,107,421$174.82M0.0%+0.8%2.482%
8/8/2025 ABC Arbitrage SA71,245$1.12M0.1%+110.5%0.016%
(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, 532 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. ($747.31M), Trian Fund Management L.P. ($406.93M), State Street Corp ($351.05M), Dimensional Fund Advisors LP ($299.55M), AQR Capital Management LLC ($182.49M), and Geode Capital Management LLC ($174.82M).Learn more on Invesco's institutional investors.

What percentage of Invesco's stock is owned by institutional investors?

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

Which institutional investors have been buying Invesco's stock?

Of the 440 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 ($9.92M), AQR Capital Management LLC ($6.91M), Dimensional Fund Advisors LP ($6.22M), Balyasny Asset Management L.P. ($5.34M), Point72 Asset Management L.P. ($3.51M), and Goldman Sachs Group Inc. ($3.51M).

How much institutional buying is happening at Invesco?

Institutional investors have bought a total of 143,221,751 shares in the last 24 months. This purchase volume represents approximately $2.44B in transactions.

Which of Invesco's major shareholders have been selling company stock?

Of the 217 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. ($4.05M), Vanguard Group Inc. ($2.23M), Marshall Wace LLP ($1.92M), BNP Paribas Financial Markets ($1.05M), Swedbank AB ($1M), Qube Research & Technologies Ltd ($851.19K), and AE Wealth Management LLC ($836.80K).

How much institutional selling is happening at Invesco?

Institutional investors have sold a total of 26,158,365 shares in the last 24 months. This volume of shares sold represents approximately $428.90M in transactions.


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This page (NYSE:IVZ) was last updated on 9/3/2025 by MarketBeat.com Staff
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