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Invesco (IVZ) Institutional Ownership

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$17.43 -0.07 (-0.41%)
As of 03:59 PM Eastern
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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)
211
Total
Institutional Inflows
(last 12 months)
$2.00B
Number of
Institutional Sellers
(last 12 months)
148
Total
Institutional Outflows
(last 12 months)
$346.84M
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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
1/21/2025Olstein Capital Management L.P.470,000$8.22M1.4%-4.5%0.105%
1/21/2025Exchange Traded Concepts LLC5,468$96K0.0%-14.4%0.001%
1/21/2025CX Institutional10,802$189K0.0%N/A0.002%
1/17/2025 Janney Montgomery Scott LLC88,446$1.55M0.0%+83.5%0.020%
1/17/2025 SG Americas Securities LLC10,908$191K0.0%-49.7%0.002%
1/15/2025 Brooklyn Investment Group4,665$82K0.0%-14.5%0.001%
1/15/2025 Merit Financial Group LLC37,281$652K0.0%N/A0.008%
1/15/2025 Wealthcare Capital Management LLC630,545$11.02M1.1%-5.0%0.140%
1/15/2025 Hennion & Walsh Asset Management Inc.41,493$725K0.0%-22.4%0.009%
1/14/2025 Burney Co.14,452$253K0.0%+32.1%0.003%
1/13/2025 Pallas Capital Advisors LLC49,823$871K0.0%+13.4%0.011%
1/13/2025 Elevated Capital Advisors LLC39,567$692K0.2%-2.5%0.009%
1/13/2025 Claro Advisors LLC12,300$215K0.0%-23.8%0.003%
1/13/2025 Wedmont Private Capital18,998$311K0.0%+16.5%0.004%
1/13/2025 Czech National Bank97,448$1.70M0.0%+6.3%0.022%
1/10/2025 Wealth Enhancement Advisory Services LLC84,115$1.48M0.0%+1.8%0.019%
1/3/2025 Everence Capital Management Inc.13,310$233K0.0%N/A0.003%
1/3/2025 GAMMA Investing LLC18,902$330K0.0%+16.7%0.004%
12/26/2024JPMorgan Chase & Co.1,097,568$19.27M0.0%+0.7%0.244%
12/19/2024Principal Financial Group Inc.511,850$8.99M0.0%+3.3%0.114%
12/10/2024DGS Capital Management LLC10,038$176K0.0%-26.8%0.002%
12/6/2024Retirement Systems of Alabama98,445$1.73M0.0%-0.8%0.022%
11/27/2024Franklin Resources Inc.127,777$2.27M0.0%+136.2%0.028%
11/25/2024Tidal Investments LLC23,532$413K0.0%-53.9%0.005%
11/25/2024Wilmington Savings Fund Society FSB1,985$35K0.0%N/A0.000%
11/25/2024Sanctuary Advisors LLC39,784$706K0.0%+255.2%0.009%
11/22/2024Stock Yards Bank & Trust Co.28,082$493K0.0%-2.3%0.006%
11/18/2024Teachers Retirement System of The State of Kentucky31,471$553K0.0%-9.0%0.007%
11/18/2024Toronto Dominion Bank165,562$2.91M0.0%-6.0%0.037%
11/16/2024Geode Capital Management LLC10,248,480$179.67M0.0%+0.9%2.280%
11/15/2024M&T Bank Corp14,208$249K0.0%-4.5%0.003%
11/15/2024Barclays PLC2,364,174$41.52M0.0%+1.5%0.526%
11/15/2024Public Employees Retirement System of Ohio142,158$2.50M0.0%+2.0%0.032%
11/15/2024Nomura Asset Management Co. Ltd.12,888$226K0.0%+14.8%0.003%
11/15/2024Y Intercept Hong Kong Ltd94,512$1.66M0.1%-28.7%0.021%
11/15/2024MML Investors Services LLC25,868$454K0.0%+21.7%0.006%
11/15/2024Massachusetts Mutual Life Insurance Co.81,332,339$1.43B83.3%N/A18.096%
11/15/2024XTX Topco Ltd45,706$803K0.1%+5.7%0.010%
11/15/2024National Bank of Canada FI235,020$4.13M0.0%+19.0%0.052%
11/15/2024iA Global Asset Management Inc.14,510$255K0.0%N/A0.003%
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11/15/2024EP Wealth Advisors LLC10,578$186K0.0%N/A0.002%
11/15/2024United Services Automobile Association12,727$223K0.0%-15.4%0.003%
11/15/2024Kovitz Investment Group Partners LLC15,211$267K0.0%N/A0.003%
11/15/2024Two Sigma Advisers LP3,302,500$57.99M0.1%-3.5%0.735%
11/15/2024State Street Corp21,060,533$369.82M0.0%+0.7%4.686%
11/15/2024Stifel Financial Corp199,347$3.50M0.0%-17.9%0.044%
11/15/2024Quadrature Capital Ltd19,494$342K0.0%-81.9%0.004%
11/15/2024Quantinno Capital Management LP245,532$4.31M0.1%+13.4%0.055%
11/15/2024Redwood Investment Management LLC162,174$2.86M0.3%-17.7%0.036%
11/15/2024Point72 DIFC Ltd23,085$405K0.0%-65.4%0.005%
11/15/2024Jacobs Levy Equity Management Inc.16,129$283K0.0%N/A0.004%
11/15/2024Harmony Asset Management LLC61,400$1.08M0.4%+1.0%0.014%
11/15/2024HighTower Advisors LLC14,339$252K0.0%-8.4%0.003%
11/15/2024Holocene Advisors LP196,350$3.45M0.0%N/A0.044%
11/15/2024Centiva Capital LP34,016$597K0.0%-52.8%0.008%
11/15/2024Chevy Chase Trust Holdings LLC241,271$4.24M0.0%-1.8%0.054%
11/15/2024Cinctive Capital Management LP84,430$1.48M0.1%-84.1%0.019%
11/15/2024Azora Capital LP1,554,036$27.29M1.5%N/A0.346%
11/15/2024Point72 Asia Singapore Pte. Ltd.18,537$326K0.1%+190.1%0.004%
11/15/2024Erste Asset Management GmbH107,396$1.89M0.0%N/A0.024%
11/15/2024True Wealth Design LLC4,382$77K0.0%N/A0.001%
11/14/2024Edgestream Partners L.P.37,348$656K0.0%N/A0.008%
11/14/2024Verition Fund Management LLC49,238$865K0.0%+83.3%0.011%
11/14/2024Captrust Financial Advisors56,214$987K0.0%+131.3%0.013%
11/14/2024Vinva Investment Management Ltd35,321$620K0.0%+34.6%0.008%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC910,156$15.98M0.0%+131.3%0.203%
11/14/2024Public Sector Pension Investment Board78,451$1.38M0.0%+3.6%0.017%
11/14/2024Zurcher Kantonalbank Zurich Cantonalbank70,669$1.24M0.0%+9.1%0.016%
11/14/2024Trian Fund Management L.P.23,173,442$406.93M10.5%-14.9%5.156%
11/14/2024MetLife Investment Management LLC115,525$2.03M0.0%-2.5%0.026%
11/13/2024 Brooklyn Investment Group5,455$96K0.0%N/A0.001%
11/13/2024Quantbot Technologies LP80,216$1.41M0.1%-69.6%0.018%
11/13/2024FMR LLC504,626$8.86M0.0%-0.6%0.112%
11/13/2024D.A. Davidson & CO.46,030$808K0.0%-5.3%0.010%
11/13/2024The Manufacturers Life Insurance Company316,504$5.56M0.0%-0.9%0.070%
11/13/2024Qsemble Capital Management LP16,431$289K0.1%-68.6%0.004%
11/13/2024Bank of Montreal Can385,056$6.79M0.0%-0.2%0.086%
11/13/2024Truvestments Capital LLC4,309$76K0.0%N/A0.001%
11/13/2024Fisher Asset Management LLC4,540,913$79.74M0.0%+2.0%1.010%
11/13/2024Daiwa Securities Group Inc.20,756$364K0.0%+14.8%0.005%
11/12/2024Swedbank AB2,000,000$35.12M0.0%-20.0%0.445%
11/12/2024Algert Global LLC481,270$8.45M0.2%+1,207.8%0.107%
11/12/2024Cerity Partners LLC722,263$12.68M0.0%+35.8%0.161%
11/12/2024Charles Schwab Investment Management Inc.4,311,814$75.72M0.0%+1.1%0.959%
11/8/2024Advisors 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%
11/8/2024PNC Financial Services Group Inc.102,126$1.79M0.0%+16.0%0.023%
11/7/2024Pathstone Holdings LLC108,054$1.90M0.0%+8.1%0.024%
11/7/2024Aviance Capital Partners LLC68,091$1.20M0.2%+23.3%0.015%
11/7/2024Swiss National Bank658,600$11.57M0.0%-0.7%0.146%
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11/7/2024Thrivent Financial for Lutherans268,089$4.71M0.0%-52.4%0.060%
11/7/2024 Claro Advisors LLC16,136$283K0.0%N/A0.004%
11/6/2024Mutual of America Capital Management LLC55,415$973K0.0%-2.3%0.012%
11/6/2024Kentucky Retirement Systems Insurance Trust Fund13,323$234K0.0%-8.2%0.003%
11/6/2024Kentucky Retirement Systems31,349$550K0.0%-7.5%0.007%
11/6/2024Cornercap Investment Counsel Inc.16,755$294K0.1%-55.3%0.004%
11/6/2024CIBC Asset Management Inc62,964$1.11M0.0%+8.3%0.014%
11/6/2024International Private Wealth Advisors LLC16,075$282K0.4%-5.2%0.004%
11/6/2024KBC Group NV24,714$434K0.0%+13.9%0.005%
11/6/2024Alexander Randolph Advisory Inc.134,115$2.36M2.1%-2.9%0.030%
(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, 452 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 363 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 140,438,437 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 263 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 37,516,885 shares in the last 24 months. This volume of shares sold represents approximately $632.87M in transactions.


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This page (NYSE:IVZ) was last updated on 1/22/2025 by MarketBeat.com Staff
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