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Invesco (IVZ) Institutional Ownership

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$15.96 +0.10 (+0.63%)
Closing price 03/25/2025 03:58 PM Eastern
Extended Trading
$15.98 +0.01 (+0.09%)
As of 03/25/2025 06:05 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.

Institutional Ownership Changes (13F Filings) for Invesco (NYSE:IVZ)

Current
Institutional Ownership
Percentage
66.09%
Number of
Institutional Buyers
(last 12 months)
266
Total
Institutional Inflows
(last 12 months)
$2.07B
Number of
Institutional Sellers
(last 12 months)
158
Total
Institutional Outflows
(last 12 months)
$254.33M
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IVZ Institutional Buying and Selling by Quarter

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Invesco Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/18/2025 California State Teachers Retirement System317,762$5.55M0.0%-2.8%0.071%
3/17/2025 Wealth Enhancement Advisory Services LLC140,964$2.46M0.0%+70.7%0.031%
3/17/2025 NorthCrest Asset Manangement LLC30,868$540K0.0%+10.4%0.007%
2/28/2025 Universal Beteiligungs und Servicegesellschaft mbH188,594$3.30M0.0%N/A0.042%
2/26/2025 LifeWealth Investments LLC12,318$215K0.1%N/A0.003%
2/20/2025 Mackenzie Financial Corp281,427$4.92M0.0%+416.1%0.063%
2/20/2025 Forum Financial Management LP16,481$288K0.0%N/A0.004%
2/19/2025 Toronto Dominion Bank430,851$7.53M0.0%+160.2%0.096%
2/19/2025 Public Employees Retirement System of Ohio133,303$2.33M0.0%-6.2%0.030%
2/18/2025 GTS Securities LLC19,228$336K0.0%-79.2%0.004%
2/18/2025 Harmony Asset Management LLC71,400$1.25M0.5%+16.3%0.016%
2/18/2025 Focus Partners Advisor Solutions LLC13,677$239K0.0%N/A0.003%
2/18/2025 CSS LLC IL28,057$490K0.0%-35.7%0.006%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,033,982$18.07M0.0%+13.6%0.230%
2/17/2025 Valueworks LLC207,391$3.63M1.2%-16.1%0.046%
2/17/2025 Voloridge Investment Management LLC2,713,138$47.43M0.2%-11.7%0.604%
2/17/2025 Wesleyan Assurance Society372,873$6.52M0.5%-7.8%0.083%
2/17/2025 Woodline Partners LP26,991$472K0.0%N/A0.006%
2/17/2025 iSAM Funds UK Ltd43,439$759K0.6%N/A0.010%
2/17/2025 Vident Advisory LLC75,258$1.32M0.0%-5.7%0.017%
2/17/2025 Twinbeech Capital LP30,032$525K0.0%N/A0.007%
2/17/2025 Two Sigma Advisers LP3,768,900$65.88M0.2%+14.1%0.839%
2/17/2025 Two Sigma Investments LP2,333,706$40.79M0.1%-14.0%0.519%
2/17/2025 Tidal Investments LLC24,966$436K0.0%+6.1%0.006%
2/17/2025 Teza Capital Management LLC99,869$1.75M0.3%+260.2%0.022%
2/17/2025 True Wealth Design LLC5,183$91K0.0%+18.3%0.001%
2/17/2025 Toronto Dominion Bank430,851$7.53M0.0%+160.2%0.096%
2/17/2025 Royal Bank of Canada1,035,657$18.10M0.0%+201.1%0.230%
2/17/2025 Rafferty Asset Management LLC170,159$2.97M0.0%+1.8%0.038%
2/17/2025 Point72 Asia Singapore Pte. Ltd.28,891$505K0.1%+55.9%0.006%
2/17/2025 Redwood Investment Management LLC135,486$2.37M0.2%-16.5%0.030%
2/17/2025 Point72 Hong Kong Ltd7,598$133K0.0%N/A0.002%
2/17/2025 Prana Capital Management LP169,367$2.96M0.1%N/A0.038%
2/17/2025 ProShare Advisors LLC174,294$3.05M0.0%-0.5%0.039%
2/17/2025 Quantinno Capital Management LP325,430$5.69M0.1%+32.5%0.072%
2/17/2025 Mufg Securities Americas Inc.6,634$116K0.0%N/A0.001%
2/17/2025 Man Group plc904,505$15.81M0.0%+24.5%0.201%
2/17/2025 Nuveen Asset Management LLC1,294,262$22.62M0.0%+2.4%0.288%
2/17/2025 Numerai GP LLC16,887$295K0.1%-27.6%0.004%
2/17/2025 Mubadala Investment Co PJSC220,445$3.85M0.0%N/A0.049%
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2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.33,374$583K0.0%-26.4%0.007%
2/17/2025 Moore Capital Management LP14,278$250K0.0%N/A0.003%
2/17/2025 Lazard Asset Management LLC63,637$1.11M0.0%-50.3%0.014%
2/17/2025 Letko Brosseau & Associates Inc.1,609,738$28.14M0.5%-1.0%0.358%
2/17/2025 Jacobs Levy Equity Management Inc.125,711$2.20M0.0%+679.4%0.028%
2/17/2025 Janus Henderson Group PLC169,074$2.96M0.0%-3.4%0.038%
2/17/2025 Focus Partners Wealth34,934$611K0.0%+66.8%0.008%
2/17/2025 Ethic Inc.18,356$321K0.0%-5.1%0.004%
2/17/2025 D. E. Shaw & Co. Inc.92,195$1.61M0.0%-17.1%0.021%
2/17/2025 Deutsche Bank AG3,334,598$58.29M0.0%+58.6%0.742%
2/17/2025 DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main32,866$574K0.0%+113.9%0.007%
2/17/2025 EP Wealth Advisors LLC11,685$204K0.0%+10.5%0.003%
2/17/2025 Colonial Trust Co SC2,171$38K0.0%N/A0.000%
2/17/2025 Crestline Management LP51,071$893K0.0%N/A0.011%
2/17/2025 Cubist Systematic Strategies LLC152,344$2.66M0.0%-7.3%0.034%
2/17/2025 Cetera Investment Advisers78,995$1.38M0.0%-7.1%0.018%
2/17/2025 Centiva Capital LP31,724$555K0.0%-6.7%0.007%
2/17/2025 Bridgefront Capital LLC18,283$320K0.1%N/A0.004%
2/17/2025 Captrust Financial Advisors71,748$1.25M0.0%+27.6%0.016%
2/17/2025 Azora Capital LP1,170,658$20.46M0.9%-24.7%0.260%
2/17/2025 Baird Financial Group Inc.97,394$1.70M0.0%+1.6%0.022%
2/17/2025 Bank of America Corp DE1,233,234$21.56M0.0%-17.7%0.274%
2/17/2025 Ameriprise Financial Inc.391,285$6.84M0.0%+2.4%0.087%
2/17/2025 Algert Global LLC508,157$8.88M0.2%+5.6%0.113%
2/17/2025 AXA S.A.91,219$1.60M0.0%N/A0.020%
2/14/2025 Mercer Global Advisors Inc. ADV76,279$1.33M0.0%+15.0%0.017%
2/14/2025 Schonfeld Strategic Advisors LLC329,412$5.76M0.0%+734.2%0.073%
2/14/2025 AQR Capital Management LLC8,145,596$142.39M0.2%+38.5%1.812%
2/14/2025 Northern Trust Corp6,361,463$111.20M0.0%+15.1%1.415%
2/14/2025 The Manufacturers Life Insurance Company 322,520$5.64M0.0%+1.9%0.072%
2/14/2025 Tudor Investment Corp ET AL322,781$5.64M0.0%+64.4%0.072%
2/14/2025 Aquatic Capital Management LLC105,019$1.84M0.0%N/A0.023%
2/14/2025 Susquehanna Fundamental Investments LLC328,646$5.75M0.1%N/A0.073%
2/14/2025 Hancock Whitney Corp48,425$846K0.0%N/A0.011%
2/14/2025 Voya Investment Management LLC118,786$2.08M0.0%-36.3%0.026%
2/14/2025 Banco Bilbao Vizcaya Argentaria S.A.122,269$2.14M0.0%-1.4%0.027%
2/14/2025 Price T Rowe Associates Inc. MD973,351$17.02M0.0%+4.3%0.217%
2/14/2025 Continental Advisors LLC170,290$2.98M1.4%-45.2%0.038%
2/14/2025 Hsbc Holdings PLC929,511$16.25M0.0%+45.2%0.207%
2/14/2025 Stifel Financial Corp181,879$3.18M0.0%-8.8%0.040%
2/14/2025 State of Tennessee Department of Treasury378,246$6.61M0.0%+23.3%0.084%
2/14/2025 Tower Research Capital LLC TRC 30,633$535K0.0%+48.3%0.007%
2/14/2025 MetLife Investment Management LLC117,477$2.05M0.0%+1.7%0.026%
2/14/2025 Natixis432,310$7.56M0.0%-33.0%0.096%
2/14/2025 Norinchukin Bank The20,522$359K0.0%+10.6%0.005%
2/14/2025 First Trust Advisors LP59,648$1.04M0.0%-27.6%0.013%
2/14/2025 Dimensional Fund Advisors LP20,104,545$351.43M0.1%+1.4%4.473%
2/14/2025 Forum Financial Management LP16,481$288K0.0%N/A0.004%
2/14/2025 Holcombe Financial Inc.14,080$246K0.2%N/A0.003%
2/13/2025 CANADA LIFE ASSURANCE Co153,250$2.68M0.0%+0.5%0.034%
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2/13/2025 Canada Pension Plan Investment Board661,800$11.57M0.0%+216.3%0.147%
2/13/2025 Marshall Wace LLP128,968$2.25M0.0%+236.2%0.029%
2/13/2025 NewEdge Advisors LLC12,561$220K0.0%+7,119.0%0.003%
2/13/2025 Jump Financial LLC177,610$3.11M0.1%-54.9%0.040%
2/13/2025 Bridgewater Associates LP88,703$1.55M0.0%N/A0.020%
2/13/2025 Guggenheim Capital LLC62,325$1.09M0.0%-26.9%0.014%
2/13/2025 XTX Topco Ltd10,692$187K0.0%-76.6%0.002%
2/13/2025 Mariner LLC97,895$1.71M0.0%+20.0%0.022%
2/13/2025 Barclays PLC2,662,773$46.54M0.0%+12.6%0.592%
2/13/2025 Townsquare Capital LLC13,375$234K0.0%N/A0.003%
(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, 515 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 412 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 157,762,006 shares in the last 24 months. This purchase volume represents approximately $2.72B 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 36,721,438 shares in the last 24 months. This volume of shares sold represents approximately $616.30M in transactions.



This page (NYSE:IVZ) was last updated on 3/26/2025 by MarketBeat.com Staff
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