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Invesco (IVZ) Institutional Ownership

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$16.72 0.00 (0.00%)
Closing price 07/8/2025 03:59 PM Eastern
Extended Trading
$16.52 -0.20 (-1.20%)
As of 07/8/2025 08:00 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)
304
Total
Institutional Inflows
(last 12 months)
$2.24B
Number of
Institutional Sellers
(last 12 months)
190
Total
Institutional Outflows
(last 12 months)
$323.90M
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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
7/3/2025 Arvest Investments Inc.22,182$350K0.1%N/A0.005%
7/1/2025 Kera Capital Partners Inc.22,376$353K0.1%N/A0.005%
6/3/2025Invst LLC48,054$729K0.1%N/A0.011%
5/28/2025Strs Ohio124,267$1.89M0.0%N/A0.028%
5/20/2025Focus Partners Wealth25,888$393K0.0%-25.9%0.006%
5/19/2025Bayforest Capital Ltd6,491$98K0.0%N/A0.001%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC1,046,667$15.88M0.0%+1.2%0.234%
5/16/2025Woodline Partners LP37,850$574K0.0%+40.2%0.008%
5/16/2025Continental Advisors LLC131,690$2.00M1.1%-22.7%0.029%
5/16/2025MBB Public Markets I LLC20,251$307K0.0%N/A0.005%
5/16/2025Meiji Yasuda Asset Management Co Ltd.35,070$532K0.0%N/A0.008%
5/16/2025Sciencast Management LP49,217$747K0.2%+45.3%0.011%
5/16/2025Goldman Sachs Group Inc.7,026,920$106.60M0.0%+99.6%1.570%
5/16/2025Dynamic Technology Lab Private Ltd52,291$793K0.1%N/A0.012%
5/16/2025Teza Capital Management LLC19,013$288K0.1%-81.0%0.004%
5/16/2025UniSuper Management Pty Ltd103,504$1.57M0.0%+16.9%0.023%
5/16/2025Parallax Volatility Advisers L.P.19,470$295K0.0%-91.1%0.004%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.35,767$543K0.0%+7.2%0.008%
5/16/2025Integrated Wealth Concepts LLC37,100$563K0.0%N/A0.008%
5/16/2025Hancock Whitney Corp107,466$1.63M0.1%+121.9%0.024%
5/16/2025Cinctive Capital Management LP307,455$4.66M0.4%N/A0.069%
5/16/2025Alliancebernstein L.P.6,985,352$105.97M0.0%+9.5%1.561%
5/16/2025AQR Capital Management LLC11,028,524$165.26M0.2%+35.4%2.464%
5/16/2025Advisors Asset Management Inc.30,186$458K0.0%+29.9%0.007%
5/16/2025Amundi3,204,847$44.32M0.0%+20.8%0.716%
5/16/2025Adage Capital Partners GP L.L.C.75,941$1.15M0.0%N/A0.017%
5/15/2025Federation des caisses Desjardins du Quebec120,403$1.83M0.0%+14.6%0.027%
5/15/2025EP Wealth Advisors LLC12,477$189K0.0%+6.8%0.003%
5/15/2025Focus Partners Advisor Solutions LLC29,874$453K0.0%+118.4%0.007%
5/15/2025Royal Bank of Canada976,702$14.82M0.0%-5.7%0.218%
5/15/2025Retirement Planning Co of New England Inc.33,186$503K0.2%+7.5%0.007%
5/15/2025Quarry LP5,485$83K0.0%+719.9%0.001%
5/15/2025Nomura Holdings Inc.14,147$215K0.0%-102.6%0.003%
5/15/2025Mubadala Investment Co PJSC236,500$3.59M0.0%+7.3%0.053%
5/15/2025Baird Financial Group Inc.96,066$1.46M0.0%-1.4%0.021%
5/15/2025Vident Advisory LLC87,903$1.33M0.0%+16.8%0.020%
5/15/2025Magnetar Financial LLC10,577$160K0.0%-6.9%0.002%
5/15/2025Canada Pension Plan Investment Board371,100$5.63M0.0%-43.9%0.083%
5/15/2025State of Wyoming22,137$336K0.0%N/A0.005%
5/15/2025Trexquant Investment LP125,257$1.90M0.0%-78.5%0.028%
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5/15/2025BNP Paribas Financial Markets1,888,286$28.65M0.0%-12.1%0.422%
5/15/2025Eisler Capital Management Ltd.15,426$234K0.0%N/A0.003%
5/14/2025Ieq Capital LLC357,154$5.42M0.0%-27.1%0.080%
5/14/2025Rafferty Asset Management LLC160,174$2.43M0.0%-5.9%0.036%
5/14/2025Corebridge Financial Inc.102,380$1.55M0.0%-3.3%0.023%
5/14/2025MetLife Investment Management LLC114,867$1.74M0.0%-2.2%0.026%
5/14/2025Jump Financial LLC231,218$3.51M0.0%+30.2%0.052%
5/14/2025SVB Wealth LLC2,131$32K0.0%N/A0.000%
5/14/2025Valueworks LLC99,826$1.51M0.6%-51.9%0.022%
5/14/2025Northwestern Mutual Wealth Management Co.73,940$1.12M0.0%+1.6%0.017%
5/14/2025Norinchukin Bank The23,764$360K0.0%+15.8%0.005%
5/14/2025Kaufman Rossin Wealth LLC14,790$224K0.2%N/A0.003%
5/14/2025Capital Fund Management S.A.331,196$5.02M0.0%-2,157.1%0.074%
5/14/2025Erste Asset Management GmbH140,617$2.14M0.0%+8.0%0.031%
5/14/2025Venture Visionary Partners LLC129,099$1.96M0.1%-46.8%0.029%
5/14/2025Banco Bilbao Vizcaya Argentaria S.A.139,643$2.12M0.0%+14.2%0.031%
5/14/2025Hsbc Holdings PLC542,110$8.17M0.0%-41.7%0.121%
5/14/2025Quantbot Technologies LP304,141$4.61M0.1%+184.5%0.068%
5/14/2025Wellington Management Group LLP27,566$418K0.0%N/A0.006%
5/13/2025Northern Trust Corp7,083,410$107.46M0.0%+11.3%1.583%
5/13/2025Brooklyn Investment Group5,465$83K0.0%+17.1%0.001%
5/13/2025Versor Investments LP84,800$1.29M0.2%-35.3%0.019%
5/13/2025Summit Securities Group LLC2,688$41K0.0%N/A0.001%
5/13/2025Algert Global LLC482,497$7.32M0.2%-5.0%0.108%
5/13/2025American Century Companies Inc.133,993$2.03M0.0%-2.6%0.030%
5/13/2025Brandywine Global Investment Management LLC108,480$1.65M0.0%+16.0%0.024%
5/13/2025Aberdeen Group plc68,257$1.03M0.0%+122.2%0.015%
5/13/2025Dimensional Fund Advisors LP19,746,797$299.55M0.1%-1.8%4.412%
5/13/2025Kovitz Investment Group Partners LLC11,621$176K0.0%-25.8%0.003%
5/13/2025Russell Investments Group Ltd.101,792$1.54M0.0%-3.2%0.023%
5/13/2025Resona Asset Management Co. Ltd.3,943$60K0.0%+33.5%0.001%
5/13/2025HighTower Advisors LLC15,947$242K0.0%-25.5%0.004%
5/12/2025Public Sector Pension Investment Board244,800$3.71M0.0%+110.0%0.055%
5/12/2025Independent Advisor Alliance11,215$170K0.0%N/A0.003%
5/12/2025Nuveen LLC1,920,751$29.14M0.0%N/A0.429%
5/12/2025Entropy Technologies LP56,084$851K0.1%-11.0%0.013%
5/12/2025Mizuho Securities USA LLC35,871$544K0.0%-15.8%0.008%
5/12/2025Atlas Capital Advisors Inc.7,938$120K0.0%N/A0.002%
5/12/2025Connor Clark & Lunn Investment Management Ltd.15,560$236K0.0%-35.9%0.003%
5/12/2025Townsquare Capital LLC17,882$271K0.0%+33.7%0.004%
5/12/2025National Bank of Canada FI343,627$5.21M0.0%-34.9%0.077%
5/12/2025Citigroup Inc.439,250$6.66M0.0%+93.4%0.098%
5/12/2025Swiss National Bank653,100$9.91M0.0%-1.6%0.146%
5/12/2025Mitsubishi UFJ Asset Management Co. Ltd.458,190$6.95M0.0%+36.8%0.102%
5/12/2025Maryland State Retirement & Pension System17,077$259K0.0%-18.2%0.004%
5/9/2025Mutual of America Capital Management LLC52,100$790K0.0%-3.2%0.012%
5/9/2025Keynote Financial Services LLC12,091$183K0.1%N/A0.003%
5/9/2025Headlands Technologies LLC9,596$146K0.0%-36.7%0.002%
5/9/2025Deutsche Bank AG2,975,059$45.13M0.0%-10.8%0.665%
5/9/2025Charles Schwab Investment Management Inc.4,452,945$67.55M0.0%+0.7%0.995%
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5/9/2025Vanguard Group Inc.49,262,299$747.31M0.0%-4.3%11.007%
5/9/2025iA Global Asset Management Inc.18,223$276K0.0%N/A0.004%
5/9/2025ABC Arbitrage SA33,845$513K0.1%N/A0.008%
5/9/2025Bank of Nova Scotia490,827$7.45M0.0%+25.6%0.110%
5/9/2025R Squared Ltd12,680$192K0.2%+36.1%0.003%
5/9/2025PNC Financial Services Group Inc.100,992$1.53M0.0%-4.6%0.023%
5/8/2025Jefferies Financial Group Inc.951,449$14.43M0.1%N/A0.213%
5/8/2025Natixis Advisors LLC17,096$259K0.0%+39.7%0.004%
5/8/2025Letko Brosseau & Associates Inc.1,592,863$24.16M0.5%-1.0%0.356%
5/8/2025Arkadios Wealth Advisors19,456$295K0.0%N/A0.004%
(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, 524 institutional investors and hedge funds held shares of Invesco. The most heavily invested institutionals were Quilter Plc ($2.23B), Massachusetts Mutual Life Insurance Co. ($1.43B), BlackRock Inc. ($804.47M), Vanguard Group Inc. ($747.31M), Trian Fund Management L.P. ($406.93M), State Street Corp ($369.82M), and Dimensional Fund Advisors LP ($299.55M).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 431 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 ($6.63M), Dimensional Fund Advisors LP ($6.39M), AQR Capital Management LLC ($6.33M), Fisher Asset Management LLC ($4.03M), 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 130,621,018 shares in the last 24 months. This purchase volume represents approximately $2.24B in transactions.

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

Of the 190 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), Swedbank AB ($1M), Hsbc Holdings PLC ($726.71K), Renaissance Technologies LLC ($724.20K), AXA S.A. ($712.02K), and Trexquant Investment LP ($534.49K).

How much institutional selling is happening at Invesco?

Institutional investors have sold a total of 19,622,997 shares in the last 24 months. This volume of shares sold represents approximately $323.90M in transactions.


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This page (NYSE:IVZ) was last updated on 7/9/2025 by MarketBeat.com Staff
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