IVZ · Company research
Invesco LTD (IVZ): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| 5th Street Advisors, LLC | 1911026 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 371 | 273236 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1446194 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3319700 | 706332569 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Advisory Services Network, LLC | 1573876 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 176787 | 130186105 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Prime Capital Investment Advisors, LLC | 1731446 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 200376 | 147557067 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| COZAD ASSET MANAGEMENT INC | 709428 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 248671 | 22405228 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Capital Asset Advisory Services LLC | 1666024 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1031900 | 77227406 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| LANDMARK WEALTH MANAGEMENT, INC. | 1985016 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22352 | 1047638 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Vann Equity Management LLC | 2018412 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 751 | 553045 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 2145782 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12050 | 2563940 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 1041283 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 208286 | 1202 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Hill Investment Group Partners, LLC | 1979028 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 672 | 495052 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 1442056 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 303465 | 7480807 | — | — | — | Jul 1, 2026 | SEC_13F_DATASET |
| Gallacher Capital Management LLC | 1960749 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 774 | 569639 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Sovereign Investment Advisors, LLC | 1908165 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 51500 | 37966323 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Stone Wealth Partners | 1813454 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20206 | 3264077 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| WCG Wealth Advisors LLC | 1855713 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 827604 | 36174517 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Kinloch Capital, LLC | 1818557 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 675 | 497070 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Legacy Financial Group LLC | 1834011 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 846268 | 13866109 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| CWA Asset Management Group, LLC | 1667134 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6152 | 4530690 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Mraz, Amerine & Associates, Inc. | 1542324 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 60488 | 2049327 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| ACCREDITED INVESTOR SERVICES, LLC | 2028621 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12076 | 416542 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Allen Investment Management, LLC | 1326234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 324498 | 238960327 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Momentum Wealth Planning, LLC | 2087652 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32308 | 23817894 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Cambridge Financial Group, LLC | 2085256 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3358 | 2472625 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Clearview Wealth Management LLC | 1857588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 402989 | 36309283 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| BCS Wealth Management | 1798172 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 529635 | 10341124 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| MASECO LLP | 2074052 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1336 | 983096 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Aspect Partners, LLC | 1985284 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 912 | 171246 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Interval Partners, LP | 1590228 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 271400 | 7162246 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Ulland Investment Advisors, LLC | 1911497 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9528 | 7016 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Brickley Wealth Management | 1712533 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 372 | 273941 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Blue Capital, Inc. | 2032856 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14487 | 10668245 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 1103139 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 493800 | 10058706 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Imprint Wealth LLC | 1972653 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100 | 73640 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PMG Family Office LLC | 2102299 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1989 | 1464922 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Cerity Partners LLC | 1566475 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 792884 | 583850640 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Emergent Wealth Advisors, LLC | 1799880 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1789 | 380751 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Prudent Man Advisors, LLC | 1817174 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 79900 | 1627563 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| WBH ADVISORY INC | 1259671 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32038 | 9706546 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Visionary Horizons, LLC | 2003615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9573 | 7050011 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Ellsworth Advisors, LLC | 1843553 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1731 | 1242534 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Falcon Wealth Planning | 1839850 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 104118 | 76672134 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Sava Infond d.o.o. | 2055882 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6000 | 354900 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| AMERICAN CENTURY COMPANIES INC | 748054 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15188 | 11184443 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Vermillion Wealth Management, Inc. | 1737012 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 943 | 22924 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| GARNET EQUITY CAPITAL HOLDINGS, INC. | 1423876 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 400000 | 294560000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TOMPKINS FINANCIAL CORP | 1005817 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 244574 | 39508484 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| PARK NATIONAL CORP /OH/ | 805676 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2580 | 1899912 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| WIT Partners Advisory Pte. Ltd. | 2000043 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27110 | 1546083 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Frisch Financial Group, Inc. | 1767730 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 157339 | 33477042 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Fosun International Ltd | 1447884 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28936 | 8766740 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| SHAKER INVESTMENTS LLC/OH | 1009005 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18110 | 1774056 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| EQUITY INVESTMENT CORP | 1685771 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18387 | 3912202 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| RHS Financial, LLC | 1766514 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7083 | 1144188 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1632972 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5948776 | 522534615 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| KINGDON CAPITAL MANAGEMENT, L.L.C. | 1000097 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30000 | 22092000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Orin Green Financial, LLC | 1844227 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5141 | 542736 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Southeast Asset Advisors, LLC | 1390003 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 164498 | 35000346 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FIFTH THIRD BANCORP | 35527 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35587 | 3290869 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| CLARK FINANCIAL SERVICES GROUP INC /BD | 1001011 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6866 | 5055840 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Regal Investment Advisors LLC | 1559789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 57047 | 42008737 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Itau Unibanco Holding S.A. | 1132597 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 520547 | 48400460 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GUERRA PAN ADVISORS, LLC | 1910386 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6863 | 514039 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Granite FO LLC | 2034090 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2000 | 53320 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| CITIZENS FINANCIAL GROUP INC/RI | 759944 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 105220 | 77484375 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| OXFORD ASSET MANAGEMENT LLP | 1438284 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9064 | 239199 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Andrew Hill Investment Advisors, Inc. | 1897071 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11000 | 258720 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Davidson Kahn Capital Management, LLC | 2055535 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 105522 | 22451151 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| XY Planning Network, Inc. | 1873438 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 91449 | 10322795 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Robinswood Financial LLC | 2139748 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 83163 | 3740963 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Banco BTG Pactual S.A. | 1536080 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39500 | 29087800 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Tortoise Investment Management, LLC | 1599511 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 464700 | 12472546 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Kings Path Partners LLC | 2030974 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 230 | 14842 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| CDM FINANCIAL COUNSELING SERVICES, INC. | 2107537 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2300 | 1693159 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Family Legacy Financial Solutions, LLC | 2076068 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15470 | 4686961 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| YARGER WEALTH STRATEGIES, LLC | 1908607 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4200 | 3047142 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Alaska Wealth Advisors, LLC | 1731601 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15072 | 389025 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Georgetown University | 1730469 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 61696 | 45432934 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HEADINVEST, LLC | 1372130 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43956 | 901538 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Curbstone Financial Management Corp | 1608057 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37991 | 8083390 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.