Invesco (IVZ) Institutional Ownership

$16.00
-0.09 (-0.56%)
(As of 05/17/2024 ET)

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

Current
Institutional Ownership
Percentage
66.09%
Number of
Institutional Buyers
(last 12 months)
229
Total
Institutional Inflows
(last 12 months)
$625.26M
Number of
Institutional Sellers
(last 12 months)
184
Total
Institutional Outflows
(last 12 months)
$354.68M
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IVZ Institutional Buying and Selling by Quarter

Invesco Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Tidal Investments LLC121,777$2.02M0.0%N/A0.027%
5/16/2024 Redwood Investment Management LLC195,840$3.25M0.3%+8.8%0.044%
5/16/2024 California State Teachers Retirement System350,465$5.81M0.0%-5.3%0.078%
5/16/2024 Interval Partners LP270,420$4.49M0.1%-40.4%0.060%
5/15/2024 Public Employees Retirement System of Ohio154,776$2.57M0.0%-7.9%0.034%
5/15/2024 Public Employees Retirement Association of Colorado31,913$529K0.0%-7.8%0.007%
5/15/2024 Kentucky Retirement Systems Insurance Trust Fund14,834$246K0.0%-7.4%0.003%
5/15/2024 Kentucky Retirement Systems34,136$566K0.0%-5.1%0.008%
5/15/2024 Price T Rowe Associates Inc. MD1,497,405$24.84M0.0%+4.1%0.333%
5/15/2024 Magnetar Financial LLC36,557$606K0.0%N/A0.008%
5/15/2024 Truvestments Capital LLC10,234$170K0.1%-28.9%0.002%
5/15/2024 Quadrature Capital Ltd129,684$2.15M0.0%+81.6%0.029%
5/15/2024 Stonebridge Capital Advisors LLC16,500$274K0.0%-76.2%0.004%
5/14/2024 Toronto Dominion Bank210,811$3.50M0.0%-48.6%0.047%
5/14/2024 Advisors Asset Management Inc.11,431$190K0.0%+77.6%0.003%
5/14/2024 Freestone Capital Holdings LLC36,692$609K0.0%N/A0.008%
5/14/2024 EntryPoint Capital LLC3,862$64K0.1%N/A0.001%
5/14/2024 Ossiam680,157$11.28M0.2%+2,712.9%0.151%
5/14/2024 Meritage Group LP10,601$176K0.0%-5.7%0.002%
5/14/2024 Natixis29,549$490K0.0%-78.7%0.007%
5/14/2024 Healthcare of Ontario Pension Plan Trust Fund531,436$8.82M0.0%-32.7%0.118%
5/14/2024 CANADA LIFE ASSURANCE Co133,700$2.22M0.0%+6.2%0.030%
5/13/2024 Bessemer Group Inc.85,341$1.42M0.0%+5,321.9%0.019%
5/13/2024 UniSuper Management Pty Ltd55,527$921K0.0%+1,171.5%0.012%
5/13/2024 O Shaughnessy Asset Management LLC31,543$523K0.0%+33.8%0.007%
5/11/2024 Covestor Ltd5,856$97K0.1%-43.1%0.001%
5/11/2024 Edgestream Partners L.P.47,298$785K0.0%+4.4%0.011%
5/10/2024 Acadian Asset Management LLC37,173$615K0.0%+35.5%0.008%
5/10/2024 Vanguard Group Inc.51,458,942$853.70M0.0%+0.0%11.456%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp122,986$2.03M0.0%+684.1%0.027%
5/10/2024 M&G Plc496,351$8.44M0.1%N/A0.110%
5/9/2024 Mitsubishi UFJ Asset Management Co. Ltd.239,393$3.97M0.0%-10.4%0.053%
5/9/2024 State Board of Administration of Florida Retirement System470,626$7.72M0.0%+10.4%0.105%
5/9/2024 Patton Fund Management Inc.10,345$172K0.0%N/A0.002%
5/8/2024 BNP PARIBAS ASSET MANAGEMENT Holding S.A.13,429$223K0.0%+22.8%0.003%
5/8/2024 ProShare Advisors LLC123,724$2.05M0.0%-4.8%0.028%
5/8/2024 Russell Investments Group Ltd.54,637$906K0.0%+152.4%0.012%
5/8/2024 Qsemble Capital Management LP84,256$1.40M0.3%N/A0.019%
5/8/2024 QRG Capital Management Inc.97,629$1.62M0.0%+10.5%0.022%
5/8/2024 Headlands Technologies LLC11,680$194K0.0%N/A0.003%
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5/7/2024 Sei Investments Co.284,181$4.72M0.0%-0.5%0.063%
5/7/2024Susquehanna Fundamental Investments LLC117,471$1.95M0.1%N/A0.026%
5/7/2024Susquehanna Portfolio Strategies LLC399,350$6.63M0.2%-23.9%0.089%
5/7/2024 Swiss National Bank665,700$11.04M0.0%+0.4%0.148%
5/7/2024 Retirement Planning Co of New England Inc.27,550$457K0.3%+18.6%0.006%
5/7/2024 SG Americas Securities LLC53,730$891K0.0%-72.6%0.012%
5/6/2024 Quantbot Technologies LP283,584$4.71M0.3%+62.5%0.063%
5/6/2024 Duality Advisers LP95,689$1.59M0.2%+323.0%0.021%
5/6/2024 Texas Permanent School Fund Corp103,613$1.72M0.0%+4.5%0.023%
5/4/2024 WBI Investments LLC30,153$500K0.1%-78.6%0.007%
5/3/2024 Gold Investment Management Ltd.55,245$917K0.4%+4.7%0.012%
5/3/2024 Pzena Investment Management LLC1,114,451$18.49M0.1%-0.5%0.248%
5/3/2024 Chevy Chase Trust Holdings LLC248,906$4.13M0.0%-0.9%0.055%
5/2/2024 Mutual of America Capital Management LLC58,933$978K0.0%-1.8%0.013%
5/2/2024 Wright Investors Service Inc.46,787$776K0.2%+2.1%0.010%
5/2/2024 Daiwa Securities Group Inc.14,794$245K0.0%+22.8%0.003%
5/2/2024 Fidelis Capital Partners LLC3,161$52K0.0%N/A0.001%
5/2/2024 Greenwood Capital Associates LLC63,944$1.06M0.1%N/A0.014%
5/1/2024 Mirae Asset Global Investments Co. Ltd.53,463$851K0.0%-56.5%0.012%
4/30/2024 Private Advisor Group LLC36,469$605K0.0%-29.4%0.008%
4/30/2024 Norden Group LLC27,108$450K0.0%N/A0.006%
4/30/2024 Stock Yards Bank & Trust Co.32,682$542K0.0%-4.6%0.007%
4/29/2024Commonwealth Equity Services LLC133,407$2.21M0.0%+33.8%0.030%
4/29/2024 Principal Financial Group Inc.506,616$8.41M0.0%+1.0%0.113%
4/26/2024 Securian Asset Management Inc.26,474$439K0.0%-7.0%0.006%
4/26/2024 Yousif Capital Management LLC70,436$1.17M0.0%-9.8%0.016%
4/25/2024 New York State Teachers Retirement System380,292$6.31M0.0%-15.8%0.085%
4/23/2024 IRON Financial LLC12,116$201K0.1%+9.1%0.003%
4/23/2024 Louisiana State Employees Retirement System26,200$435K0.0%-3.7%0.006%
4/23/2024 Live Oak Private Wealth LLC319,199$5.30M0.9%+4.3%0.071%
4/23/2024 Amalgamated Bank131,032$2.17M0.0%+5.7%0.029%
4/23/2024 New Mexico Educational Retirement Board22,614$375K0.0%-5.0%0.005%
4/22/2024 Centennial Wealth Advisory LLC17,610$292K0.1%-4.9%0.004%
4/22/2024 Strategic Advisors LLC44,500$738K0.1%-8.2%0.010%
4/19/2024 Insight Folios Inc390,278$6.48M2.6%+2.0%0.087%
4/19/2024 Norden Group LLC27,108$450K0.0%N/A0.006%
4/19/2024 Olstein Capital Management L.P.514,946$8.54M1.4%-3.4%0.115%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.10,167$169K0.0%N/A0.002%
4/19/2024 Handelsinvest Investeringsforvaltning16,580$275K0.1%-34.2%0.004%
4/18/2024 Allspring Global Investments Holdings LLC37,142$616K0.0%-9.3%0.008%
4/18/2024 Oak Thistle LLC13,049$216K0.2%-80.0%0.003%
4/18/2024 Aviance Capital Partners LLC64,931$1.08M0.2%+2.9%0.014%
4/17/2024 Hennion & Walsh Asset Management Inc.54,426$903K0.0%+53.4%0.012%
4/15/2024 Wealthcare Advisory Partners LLC38,284$635K0.0%+9.5%0.009%
4/15/2024 DGS Capital Management LLC15,326$254K0.1%-5.4%0.003%
4/13/2024 ARGA Investment Management LP108,269$1.80M0.1%+1.0%0.024%
4/12/2024 Lloyd Advisory Services LLC.47,320$785K0.2%N/A0.011%
4/11/2024 Optimum Investment Advisors3,500$58K0.0%-34.0%0.001%
4/9/2024 Alaska Permanent Fund Corp155,635$2.58M0.0%+7.1%0.035%
4/5/2024 Los Angeles Capital Management LLC124,503$2.07M0.0%N/A0.028%
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4/5/2024 NBC Securities Inc.17,170$284K0.0%+12.7%0.004%
3/29/2024 Kapitalo Investimentos Ltda5,515$98K0.0%-59.7%0.001%
3/25/2024 Quadrature Capital Ltd71,425$1.27M0.0%+157.5%0.016%
3/22/2024 PNC Financial Services Group Inc.75,860$1.35M0.0%+10.2%0.017%
3/11/2024 Vanguard Group Inc.51,454,867$917.96M0.0%+0.2%11.455%
3/5/2024 Fisher Asset Management LLC3,921,248$69.96M0.0%+11.1%0.873%
3/1/2024 Goldman Sachs Group Inc.3,320,911$59.25M0.0%-20.2%0.739%
2/28/2024 American International Group Inc.117,174$2.09M0.0%-0.7%0.026%
2/21/2024 V Square Quantitative Management LLC11,772$210K0.1%-14.9%0.003%
2/20/2024 Quarry LP2,060$37K0.0%N/A0.000%
(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, 468 institutional investors and hedge funds held shares of Invesco. The most heavily invested institutionals were Quilter Plc ($2.23B), Trian Fund Management L.P. ($899.39M), Vanguard Group Inc. ($853.70M), BlackRock Inc. ($804.47M), Dimensional Fund Advisors LP ($246.16M), Geode Capital Management LLC ($161.01M), and Northern Trust Corp ($86.31M).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 386 institutional investors that purchased Invesco stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fisher Asset Management LLC ($4.01M), Point72 Asset Management L.P. ($3.96M), BlackRock Inc. ($3.75M), Dimensional Fund Advisors LP ($3.59M), Balyasny Asset Management L.P. ($3.46M), Norges Bank ($3.35M), and Millennium Management LLC ($2.60M).

How much institutional buying is happening at Invesco?

Institutional investors have bought a total of 64,382,135 shares in the last 24 months. This purchase volume represents approximately $1.05B 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 ($4.66M), Vanguard Group Inc. ($1.92M), JPMorgan Chase & Co. ($1.86M), Pzena Investment Management LLC ($1.62M), Intech Investment Management LLC ($1.43M), Robeco Institutional Asset Management B.V. ($1.21M), and Sumitomo Mitsui Trust Holdings Inc. ($1.19M).

How much institutional selling is happening at Invesco?

Institutional investors have sold a total of 37,757,477 shares in the last 24 months. This volume of shares sold represents approximately $627.36M in transactions.


This page (NYSE:IVZ) was last updated on 5/19/2024 by MarketBeat.com Staff

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