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Invesco (IVZ) Institutional Ownership

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$12.88 -0.20 (-1.53%)
As of 12:16 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)
272
Total
Institutional Inflows
(last 12 months)
$2.08B
Number of
Institutional Sellers
(last 12 months)
159
Total
Institutional Outflows
(last 12 months)
$256.54M
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IVZ Institutional Buying and Selling by Quarter

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Invesco Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025Greenwood Capital Associates LLC77,463$1.18M0.2%+8.1%0.017%
4/15/2025Fifth Third Bancorp21,437$325K0.0%+21.8%0.005%
4/15/2025 GAMMA Investing LLC22,616$343K0.0%+19.6%0.005%
4/15/2025Wealthcare Capital Management LLC597,545$9.07M0.9%-5.2%0.133%
4/15/2025Wealthcare Advisory Partners LLC37,099$563K0.0%+7.4%0.008%
4/14/2025 Olstein Capital Management L.P.380,020$5.77M1.1%-19.1%0.085%
4/14/2025 International Private Wealth Advisors LLC17,665$268K0.3%+9.1%0.004%
4/14/2025 Tounjian Advisory Partners LLC62,790$953K0.2%N/A0.014%
4/14/2025 Pallas Capital Advisors LLC52,651$799K0.0%+5.7%0.012%
4/14/2025 Farther Finance Advisors LLC24,866$378K0.0%+16.1%0.006%
4/14/2025 Wedmont Private Capital12,340$187K0.0%-35.0%0.003%
4/11/2025 Curat Global LLC3,220$49K0.1%N/A0.001%
4/10/2025 Contravisory Investment Management Inc.46,795$710K0.1%N/A0.010%
4/10/2025 Hennion & Walsh Asset Management Inc.15,928$242K0.0%-61.6%0.004%
4/10/2025 Whipplewood Advisors LLC59,519$903K0.3%+24,803.3%0.013%
4/9/2025 Merit Financial Group LLC52,482$796K0.0%+40.8%0.012%
4/9/2025 NBC Securities Inc.16,317$247K0.0%+95,882.4%0.004%
4/9/2025 Czech National Bank102,898$1.56M0.0%+5.6%0.023%
4/8/2025 Rhumbline Advisers790,044$11.99M0.0%+20.3%0.177%
4/8/2025 Investors Research Corp31,312$475K0.1%+5.6%0.007%
4/8/2025 Rothschild Investment LLC49,665$753K0.1%-5.6%0.011%
4/7/2025 GAMMA Investing LLC343,085$52.05M0.0%+1,715.1%0.077%
4/3/2025 Versant Capital Management Inc3,080$47K0.0%+264.1%0.001%
4/1/2025 Cacti Asset Management LLC333,017$5.06M0.4%+2.1%0.074%
3/18/2025California State Teachers Retirement System317,762$5.55M0.0%-2.8%0.071%
3/17/2025Wealth Enhancement Advisory Services LLC140,964$2.46M0.0%+70.7%0.031%
3/17/2025NorthCrest Asset Manangement LLC30,868$540K0.0%+10.4%0.007%
2/28/2025Universal Beteiligungs und Servicegesellschaft mbH188,594$3.30M0.0%N/A0.042%
2/26/2025LifeWealth Investments LLC12,318$215K0.1%N/A0.003%
2/20/2025Mackenzie Financial Corp281,427$4.92M0.0%+416.1%0.063%
2/20/2025Forum Financial Management LP16,481$288K0.0%N/A0.004%
2/19/2025Toronto Dominion Bank430,851$7.53M0.0%+160.2%0.096%
2/19/2025Public Employees Retirement System of Ohio133,303$2.33M0.0%-6.2%0.030%
2/18/2025GTS Securities LLC19,228$336K0.0%-79.2%0.004%
2/18/2025Harmony Asset Management LLC71,400$1.25M0.5%+16.3%0.016%
2/18/2025Focus Partners Advisor Solutions LLC13,677$239K0.0%N/A0.003%
2/18/2025CSS LLC IL28,057$490K0.0%-35.7%0.006%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,033,982$18.07M0.0%+13.6%0.230%
2/17/2025Valueworks LLC207,391$3.63M1.2%-16.1%0.046%
2/17/2025Voloridge Investment Management LLC2,713,138$47.43M0.2%-11.7%0.604%
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2/17/2025Wesleyan Assurance Society372,873$6.52M0.5%-7.8%0.083%
2/17/2025Woodline Partners LP26,991$472K0.0%N/A0.006%
2/17/2025iSAM Funds UK Ltd43,439$759K0.6%N/A0.010%
2/17/2025Vident Advisory LLC75,258$1.32M0.0%-5.7%0.017%
2/17/2025Twinbeech Capital LP30,032$525K0.0%N/A0.007%
2/17/2025Two Sigma Advisers LP3,768,900$65.88M0.2%+14.1%0.839%
2/17/2025Two Sigma Investments LP2,333,706$40.79M0.1%-14.0%0.519%
2/17/2025Tidal Investments LLC24,966$436K0.0%+6.1%0.006%
2/17/2025Teza Capital Management LLC99,869$1.75M0.3%+260.2%0.022%
2/17/2025True Wealth Design LLC5,183$91K0.0%+18.3%0.001%
2/17/2025Toronto Dominion Bank430,851$7.53M0.0%+160.2%0.096%
2/17/2025Royal Bank of Canada1,035,657$18.10M0.0%+201.1%0.230%
2/17/2025Rafferty Asset Management LLC170,159$2.97M0.0%+1.8%0.038%
2/17/2025Point72 Asia Singapore Pte. Ltd.28,891$505K0.1%+55.9%0.006%
2/17/2025Redwood Investment Management LLC135,486$2.37M0.2%-16.5%0.030%
2/17/2025Point72 Hong Kong Ltd7,598$133K0.0%N/A0.002%
2/17/2025Prana Capital Management LP169,367$2.96M0.1%N/A0.038%
2/17/2025ProShare Advisors LLC174,294$3.05M0.0%-0.5%0.039%
2/17/2025Quantinno Capital Management LP325,430$5.69M0.1%+32.5%0.072%
2/17/2025Mufg Securities Americas Inc.6,634$116K0.0%N/A0.001%
2/17/2025Man Group plc904,505$15.81M0.0%+24.5%0.201%
2/17/2025Nuveen Asset Management LLC1,294,262$22.62M0.0%+2.4%0.288%
2/17/2025Numerai GP LLC16,887$295K0.1%-27.6%0.004%
2/17/2025Mubadala Investment Co PJSC220,445$3.85M0.0%N/A0.049%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.33,374$583K0.0%-26.4%0.007%
2/17/2025Moore Capital Management LP14,278$250K0.0%N/A0.003%
2/17/2025Lazard Asset Management LLC63,637$1.11M0.0%-50.3%0.014%
2/17/2025Letko Brosseau & Associates Inc.1,609,738$28.14M0.5%-1.0%0.358%
2/17/2025Jacobs Levy Equity Management Inc.125,711$2.20M0.0%+679.4%0.028%
2/17/2025Janus Henderson Group PLC169,074$2.96M0.0%-3.4%0.038%
2/17/2025Focus Partners Wealth34,934$611K0.0%+66.8%0.008%
2/17/2025Ethic Inc.18,356$321K0.0%-5.1%0.004%
2/17/2025D. E. Shaw & Co. Inc.92,195$1.61M0.0%-17.1%0.021%
2/17/2025Deutsche Bank AG3,334,598$58.29M0.0%+58.6%0.742%
2/17/2025DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main32,866$574K0.0%+113.9%0.007%
2/17/2025EP Wealth Advisors LLC11,685$204K0.0%+10.5%0.003%
2/17/2025Colonial Trust Co SC2,171$38K0.0%N/A0.000%
2/17/2025Crestline Management LP51,071$893K0.0%N/A0.011%
2/17/2025Cubist Systematic Strategies LLC152,344$2.66M0.0%-7.3%0.034%
2/17/2025Cetera Investment Advisers78,995$1.38M0.0%-7.1%0.018%
2/17/2025Centiva Capital LP31,724$555K0.0%-6.7%0.007%
2/17/2025Bridgefront Capital LLC18,283$320K0.1%N/A0.004%
2/17/2025Captrust Financial Advisors71,748$1.25M0.0%+27.6%0.016%
2/17/2025Azora Capital LP1,170,658$20.46M0.9%-24.7%0.260%
2/17/2025Baird Financial Group Inc.97,394$1.70M0.0%+1.6%0.022%
2/17/2025Bank of America Corp DE1,233,234$21.56M0.0%-17.7%0.274%
2/17/2025Ameriprise Financial Inc.391,285$6.84M0.0%+2.4%0.087%
2/17/2025Algert Global LLC508,157$8.88M0.2%+5.6%0.113%
2/17/2025AXA S.A.91,219$1.60M0.0%N/A0.020%
2/14/2025Mercer Global Advisors Inc. ADV76,279$1.33M0.0%+15.0%0.017%
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2/14/2025Schonfeld Strategic Advisors LLC329,412$5.76M0.0%+734.2%0.073%
2/14/2025AQR Capital Management LLC8,145,596$142.39M0.2%+38.5%1.812%
2/14/2025Northern Trust Corp6,361,463$111.20M0.0%+15.1%1.415%
2/14/2025The Manufacturers Life Insurance Company 322,520$5.64M0.0%+1.9%0.072%
2/14/2025Tudor Investment Corp ET AL322,781$5.64M0.0%+64.4%0.072%
2/14/2025Aquatic Capital Management LLC105,019$1.84M0.0%N/A0.023%
2/14/2025Susquehanna Fundamental Investments LLC328,646$5.75M0.1%N/A0.073%
2/14/2025Hancock Whitney Corp48,425$846K0.0%N/A0.011%
2/14/2025Voya Investment Management LLC118,786$2.08M0.0%-36.3%0.026%
2/14/2025Banco Bilbao Vizcaya Argentaria S.A.122,269$2.14M0.0%-1.4%0.027%
(Data available from 1/1/2016 forward)

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IVZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IVZ shares?

During the previous two years, 516 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. ($900.13M), BlackRock Inc. ($804.47M), Trian Fund Management L.P. ($406.93M), State Street Corp ($369.82M), and Dimensional Fund Advisors LP ($351.43M).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 417 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 ($6.74M), Norges Bank ($6.63M), Fisher Asset Management LLC ($4.09M), Point72 Asset Management L.P. ($3.51M), Balyasny Asset Management L.P. ($3.46M), and AQR Capital Management LLC ($3.44M).

How much institutional buying is happening at Invesco?

Institutional investors have bought a total of 158,190,901 shares in the last 24 months. This purchase volume represents approximately $2.73B in transactions.

Which Invesco major shareholders have been selling company stock?

Of the 276 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 ($1.80M), Robeco Institutional Asset Management B.V. ($1.21M), Healthcare of Ontario Pension Plan Trust Fund ($1.04M), and Swedbank AB ($1M).

How much institutional selling is happening at Invesco?

Institutional investors have sold a total of 36,773,684 shares in the last 24 months. This volume of shares sold represents approximately $616.96M in transactions.


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This page (NYSE:IVZ) was last updated on 4/16/2025 by MarketBeat.com Staff
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