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Invesco (IVZ) Institutional Ownership

Invesco logo
$17.74 +0.06 (+0.34%)
(As of 11/22/2024 ET)
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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)
212
Total
Institutional Inflows
(last 12 months)
$2.01B
Number of
Institutional Sellers
(last 12 months)
147
Total
Institutional Outflows
(last 12 months)
$384.12M
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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
11/22/2024Stock Yards Bank & Trust Co.28,082$493K0.0%-2.3%0.006%
11/18/2024 Teachers Retirement System of The State of Kentucky31,471$553K0.0%-9.0%0.007%
11/18/2024 Toronto Dominion Bank165,562$2.91M0.0%-6.0%0.037%
11/16/2024 Geode Capital Management LLC10,248,480$179.67M0.0%+0.9%2.280%
11/15/2024 M&T Bank Corp14,208$249K0.0%-4.5%0.003%
11/15/2024 Barclays PLC2,364,174$41.52M0.0%+1.5%0.526%
11/15/2024 Public Employees Retirement System of Ohio142,158$2.50M0.0%+2.0%0.032%
11/15/2024 Nomura Asset Management Co. Ltd.12,888$226K0.0%+14.8%0.003%
11/15/2024 Y Intercept Hong Kong Ltd94,512$1.66M0.1%-28.7%0.021%
11/15/2024 MML Investors Services LLC25,868$454K0.0%+21.7%0.006%
11/15/2024 Massachusetts Mutual Life Insurance Co.81,332,339$1.43B83.3%N/A18.096%
11/15/2024 XTX Topco Ltd45,706$803K0.1%+5.7%0.010%
11/15/2024 National Bank of Canada FI235,020$4.13M0.0%+19.0%0.052%
11/15/2024 iA Global Asset Management Inc.14,510$255K0.0%N/A0.003%
11/15/2024 EP Wealth Advisors LLC10,578$186K0.0%N/A0.002%
11/15/2024 United Services Automobile Association12,727$223K0.0%-15.4%0.003%
11/15/2024 Kovitz Investment Group Partners LLC15,211$267K0.0%N/A0.003%
11/15/2024 Two Sigma Advisers LP3,302,500$57.99M0.1%-3.5%0.735%
11/15/2024 State Street Corp21,060,533$369.82M0.0%+0.7%4.686%
11/15/2024 Stifel Financial Corp199,347$3.50M0.0%-17.9%0.044%
11/15/2024 Quadrature Capital Ltd19,494$342K0.0%-81.9%0.004%
11/15/2024 Quantinno Capital Management LP245,532$4.31M0.1%+13.4%0.055%
11/15/2024 Redwood Investment Management LLC162,174$2.86M0.3%-17.7%0.036%
11/15/2024 Point72 DIFC Ltd23,085$405K0.0%-65.4%0.005%
11/15/2024 Jacobs Levy Equity Management Inc.16,129$283K0.0%N/A0.004%
11/15/2024 Harmony Asset Management LLC61,400$1.08M0.4%+1.0%0.014%
11/15/2024 HighTower Advisors LLC14,339$252K0.0%-8.4%0.003%
11/15/2024 Holocene Advisors LP196,350$3.45M0.0%N/A0.044%
11/15/2024 Centiva Capital LP34,016$597K0.0%-52.8%0.008%
11/15/2024 Chevy Chase Trust Holdings LLC241,271$4.24M0.0%-1.8%0.054%
11/15/2024 Cinctive Capital Management LP84,430$1.48M0.1%-84.1%0.019%
11/15/2024 Azora Capital LP1,554,036$27.29M1.5%N/A0.346%
11/15/2024 Point72 Asia Singapore Pte. Ltd.18,537$326K0.1%+190.1%0.004%
11/15/2024 Erste Asset Management GmbH107,396$1.89M0.0%N/A0.024%
11/15/2024 True Wealth Design LLC4,382$77K0.0%N/A0.001%
11/14/2024 Edgestream Partners L.P.37,348$656K0.0%N/A0.008%
11/14/2024 Verition Fund Management LLC49,238$865K0.0%+83.3%0.011%
11/14/2024 Captrust Financial Advisors56,214$987K0.0%+131.3%0.013%
11/14/2024 Vinva Investment Management Ltd35,321$620K0.0%+34.6%0.008%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC910,156$15.98M0.0%+131.3%0.203%
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11/14/2024 Public Sector Pension Investment Board78,451$1.38M0.0%+3.6%0.017%
11/14/2024 Zurcher Kantonalbank Zurich Cantonalbank 70,669$1.24M0.0%+9.1%0.016%
11/14/2024 Trian Fund Management L.P.23,173,442$406.93M10.5%-14.9%5.156%
11/14/2024 MetLife Investment Management LLC115,525$2.03M0.0%-2.5%0.026%
11/13/2024 Brooklyn Investment Group5,455$96K0.0%N/A0.001%
11/13/2024 Quantbot Technologies LP80,216$1.41M0.1%-69.6%0.018%
11/13/2024 FMR LLC504,626$8.86M0.0%-0.6%0.112%
11/13/2024 D.A. Davidson & CO.46,030$808K0.0%-5.3%0.010%
11/13/2024 The Manufacturers Life Insurance Company 316,504$5.56M0.0%-0.9%0.070%
11/13/2024 Qsemble Capital Management LP16,431$289K0.1%-68.6%0.004%
11/13/2024 Bank of Montreal Can385,056$6.79M0.0%-0.2%0.086%
11/13/2024 Truvestments Capital LLC4,309$76K0.0%N/A0.001%
11/13/2024Fisher Asset Management LLC4,540,913$79.74M0.0%+2.0%1.010%
11/13/2024 Daiwa Securities Group Inc.20,756$364K0.0%+14.8%0.005%
11/12/2024 Swedbank AB2,000,000$35.12M0.0%-20.0%0.445%
11/12/2024 Algert Global LLC481,270$8.45M0.2%+1,207.8%0.107%
11/12/2024 Cerity Partners LLC722,263$12.68M0.0%+35.8%0.161%
11/12/2024 Charles Schwab Investment Management Inc.4,311,814$75.72M0.0%+1.1%0.959%
11/8/2024 Advisors Asset Management Inc.18,066$317K0.0%+61.0%0.004%
11/8/2024 Avior Wealth Management LLC1,550$27K0.0%+484.9%0.000%
11/8/2024 PNC Financial Services Group Inc.102,126$1.79M0.0%+16.0%0.023%
11/7/2024 Pathstone Holdings LLC108,054$1.90M0.0%+8.1%0.024%
11/7/2024 Aviance Capital Partners LLC68,091$1.20M0.2%+23.3%0.015%
11/7/2024 Swiss National Bank658,600$11.57M0.0%-0.7%0.146%
11/7/2024 Thrivent Financial for Lutherans268,089$4.71M0.0%-52.4%0.060%
11/7/2024 Claro Advisors LLC16,136$283K0.0%N/A0.004%
11/6/2024 Mutual of America Capital Management LLC55,415$973K0.0%-2.3%0.012%
11/6/2024 Kentucky Retirement Systems Insurance Trust Fund13,323$234K0.0%-8.2%0.003%
11/6/2024 Kentucky Retirement Systems31,349$550K0.0%-7.5%0.007%
11/6/2024 Cornercap Investment Counsel Inc.16,755$294K0.1%-55.3%0.004%
11/6/2024 CIBC Asset Management Inc62,964$1.11M0.0%+8.3%0.014%
11/6/2024 International Private Wealth Advisors LLC16,075$282K0.4%-5.2%0.004%
11/6/2024 KBC Group NV24,714$434K0.0%+13.9%0.005%
11/6/2024 Alexander Randolph Advisory Inc.134,115$2.36M2.1%-2.9%0.030%
11/5/2024 Victory Capital Management Inc.141,469$2.48M0.0%+4.5%0.031%
11/5/2024 Sumitomo Mitsui Trust Group Inc.14,149$248K0.0%+9.0%0.003%
11/5/2024 GSA Capital Partners LLP48,566$853K0.1%N/A0.011%
11/5/2024 Entropy Technologies LP22,800$400K0.0%N/A0.005%
11/5/2024 Apollon Wealth Management LLC15,458$271K0.0%N/A0.003%
11/4/2024 Versor Investments LP50,200$882K0.1%N/A0.011%
11/4/2024 State of New Jersey Common Pension Fund D115,458$2.03M0.0%-6.1%0.026%
11/2/2024 Covestor Ltd4,594$81K0.1%-18.0%0.001%
11/1/2024 Capital Performance Advisors LLP7,473$131K0.0%N/A0.002%
11/1/2024 Gold Investment Management Ltd.53,581$941K0.4%+3.2%0.012%
10/31/2024 Olstein Capital Management L.P.491,996$8.64M1.5%-4.5%0.109%
10/31/2024 Principal Financial Group Inc.511,850$8.99M0.0%+3.3%0.114%
10/30/2024 Centennial Wealth Advisory LLC19,095$335K0.1%+4.5%0.004%
10/30/2024 Amalgamated Bank84,119$1.48M0.0%-29.4%0.019%
10/30/2024 Asset Management One Co. Ltd.8,590$151K0.0%+24.9%0.002%
10/30/2024 QRG Capital Management Inc.117,739$2.07M0.0%+14.3%0.026%
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10/29/2024 Robeco Institutional Asset Management B.V.261,544$4.59M0.0%+53.2%0.058%
10/29/2024 Van ECK Associates Corp159,442$2.79M0.0%N/A0.035%
10/29/2024 Janney Montgomery Scott LLC48,200$846K0.0%-47.4%0.011%
10/28/2024 IRON Financial LLC11,238$197K0.1%-8.2%0.002%
10/25/2024 First Trust Direct Indexing L.P.23,340$410K0.0%-3.2%0.005%
10/25/2024 New York State Teachers Retirement System418,383$7.35M0.0%-0.2%0.093%
10/25/2024 abrdn plc34,080$595K0.0%+11.6%0.008%
10/25/2024 Pallas Capital Advisors LLC43,934$774K0.0%N/A0.010%
10/24/2024 Insight Folios Inc422,711$7.42M2.7%+6.2%0.094%
10/24/2024 State of Alaska Department of Revenue52,316$918K0.0%+7.3%0.012%
(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, 453 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), Vanguard Group Inc. ($853.70M), BlackRock Inc. ($804.47M), Trian Fund Management L.P. ($406.93M), State Street Corp ($369.82M), and Dimensional Fund Advisors LP ($270.54M).Learn more on IVZ's institutional investors.

What percentage of Invesco stock is owned by institutional investors?

66.09% 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 362 institutional investors that purchased Invesco 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), Dimensional Fund Advisors LP ($6.94M), Fisher Asset Management LLC ($4.09M), Point72 Asset Management L.P. ($3.51M), Balyasny Asset Management L.P. ($3.46M), Norges Bank ($3.35M), and Swedbank AB ($2.50M).

How much institutional buying is happening at Invesco?

Institutional investors have bought a total of 140,490,374 shares in the last 24 months. This purchase volume represents approximately $2.42B in transactions.

Which Invesco major shareholders have been selling company stock?

Of the 261 institutional investors that sold Invesco stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Massachusetts Financial Services Co. MA ($4.54M), Trian Fund Management L.P. ($4.05M), Vanguard Group Inc. ($1.92M), Pzena Investment Management LLC ($1.85M), JPMorgan Chase & Co. ($1.64M), Robeco Institutional Asset Management B.V. ($1.21M), and Healthcare of Ontario Pension Plan Trust Fund ($1.04M).

How much institutional selling is happening at Invesco?

Institutional investors have sold a total of 37,450,663 shares in the last 24 months. This volume of shares sold represents approximately $631.73M in transactions.


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This page (NYSE:IVZ) was last updated on 11/23/2024 by MarketBeat.com Staff
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