Invesco Ownership 2024 | Who Owns Invesco Now?
Institutional Ownership
11.88%
Insider Ownership
1.66%
Retail Ownership
86.46%
Institutional Holders
229.00
Invesco Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 11.88% | 0.02% | 54,209,554 | -139,631 | -0.26% | 810,974,930 | Jun 30, 2024 |
| VANGUARD GROUP INC | 10.93% | 0.01% | 49,878,289 | -1,580,653 | -3.07% | 746,179,204 | Jun 30, 2024 |
| TRIAN FUND MANAGEMENT, L.P. | 5.96% | 9.93% | 27,223,734 | -6,716,362 | -19.79% | 407,267,061 | Jun 30, 2024 |
| STATE STREET CORP | 4.58% | 0.01% | 20,909,125 | -947,060 | -4.33% | 312,800,510,000 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 3.96% | 0.07% | 18,084,231 | 3,349,069 | 22.73% | 270,539,655 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.22% | 0.01% | 10,155,354 | 205,325 | 2.06% | 151,728,106 | Jun 30, 2024 |
| MORGAN STANLEY | 1.28% | 0.01% | 5,853,229 | -270,798 | -4.42% | 87,564,339 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 1.28% | 0.03% | 5,826,426 | 3,342,714 | 134.59% | 87,163,333 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 1.25% | 0.01% | 5,697,017 | 631,294 | 12.46% | 85,227,374,000 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 1.12% | 0.04% | 5,097,194 | 2,752,138 | 117.36% | 76,254,022 | Jun 30, 2024 |
| FISHER ASSET MANAGEMENT, LLC | 0.98% | 0.03% | 4,453,508 | 280,717 | 6.73% | 66,624,489 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.93% | 0.01% | 4,265,923 | 130,947 | 3.17% | 63,818,208 | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | 0.77% | 0.14% | 3,505,066 | 3,505,066 | 100.00% | 52,435,782 | Jun 30, 2024 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.76% | 0.19% | 3,483,588 | 371,966 | 11.95% | 52,114,476 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.70% | 0.01% | 3,179,672 | 374,681 | 13.36% | 47,567,906 | Jun 30, 2024 |
| AMUNDI | 0.60% | 0.02% | 2,729,784 | 375,561 | 15.95% | 41,083,249 | Jun 30, 2024 |
| SWEDBANK AB | 0.55% | 0.05% | 2,500,000 | - | - | 37,400,000 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.55% | 0.01% | 2,489,388 | 30,016 | 1.22% | 37,241,242 | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 0.52% | 0.05% | 2,364,232 | 377,786 | 19.02% | 35,274,345 | Jun 30, 2024 |
| BARCLAYS PLC | 0.51% | 0.01% | 2,329,143 | 277,347 | 13.52% | 34,844,000 | Jun 30, 2024 |
Invesco's largest institutional shareholder is BLACKROCK INC., holding 11.88% of the company's total share outstanding, currently valued at $810.97M. The top 10 institutional shareholders own together 44.46% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| TRIAN FUND MANAGEMENT, L.P. | 5.96% | 9.93% | 27,223,734 | -6,716,362 | -19.79% | 407,267,061 | Jun 30, 2024 |
| INSIGHT FOLIOS INC | 0.09% | 2.44% | 398,194 | 7,916 | 2.03% | 5,956,987 | Jun 30, 2024 |
| ALEXANDER RANDOLPH ADVISORY, INC. | 0.03% | 1.93% | 138,080 | -1,110 | -0.80% | 2,065,677 | Jun 30, 2024 |
| CONTINENTAL ADVISORS LLC | 0.06% | 1.92% | 292,900 | 48,700 | 19.94% | 4,381,784 | Jun 30, 2024 |
| AMERICAN FINANCIAL GROUP INC | 0.05% | 1.57% | 245,000 | - | - | 3,665,000 | Jun 30, 2024 |
| CONTINENTAL ADVISORS LLC | 0.05% | 1.57% | 238,940 | 30,840 | 14.82% | 3,574,542 | Jun 30, 2024 |
| OLSTEIN CAPITAL MANAGEMENT, L.P. | 0.11% | 1.37% | 514,946 | - | - | 7,704,000 | Jun 30, 2024 |
| VALUEWORKS LLC | 0.05% | 1.16% | 249,894 | -5 | -0.00% | 3,738,000 | Jun 30, 2024 |
| POEHLING CAPITAL MANAGEMENT, INC. | 0.06% | 1.05% | 256,925 | 606 | 0.24% | 3,843,598 | Jun 30, 2024 |
| GIFFORD FONG ASSOCIATES | 0.06% | 1.01% | 255,393 | - | - | 3,821,000 | Jun 30, 2024 |
| MORK CAPITAL MANAGEMENT, LLC | 0.02% | 0.86% | 73,400 | - | - | 1,098,064 | Jun 30, 2024 |
| LIVE OAK PRIVATE WEALTH LLC | 0.07% | 0.82% | 318,291 | -908 | -0.28% | 4,761,640 | Jun 30, 2024 |
| OAK THISTLE LLC | 0.01% | 0.61% | 55,078 | 42,029 | 322.09% | 823,967 | Jun 30, 2024 |
| ITAU UNIBANCO HOLDING S.A. | 0.01% | 0.59% | 30,300 | 30,300 | 100.00% | 14,517,033 | Jun 30, 2024 |
| WESLEYAN ASSURANCE SOCIETY | 0.09% | 0.52% | 404,237 | - | - | 6,039,000 | Jun 30, 2024 |
| LETKO, BROSSEAU & ASSOCIATES INC | 0.36% | 0.47% | 1,639,938 | -14,925 | -0.90% | 24,533,472 | Jun 30, 2024 |
| INTERNATIONAL PRIVATE WEALTH ADVISORS LLC | 0.00% | 0.43% | 16,951 | 260 | 1.56% | 253,588 | Jun 30, 2024 |
| HARMONY ASSET MANAGEMENT LLC | 0.01% | 0.38% | 60,800 | -24,025 | -28.32% | 909,568 | Jun 30, 2024 |
| CINCTIVE CAPITAL MANAGEMENT LP | 0.12% | 0.38% | 531,536 | 403,679 | 315.73% | 7,951,779 | Jun 30, 2024 |
| GOLD INVESTMENT MANAGEMENT LTD. | 0.01% | 0.33% | 51,937 | -3,308 | -5.99% | 776,978 | Jun 30, 2024 |
The largest Invesco shareholder by % of total assets is TRIAN FUND MANAGEMENT, L.P.. The company owns 27.22M shares of Invesco (IVZ), representing 9.93% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| POINT72 ASSET MANAGEMENT, L.P. | 0.77% | 0.14% | 3,505,066 | 3,505,066 | 100.00% | 52,435,782 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 3.96% | 0.07% | 18,084,231 | 3,349,069 | 22.73% | 270,539,655 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 1.28% | 0.03% | 5,826,426 | 3,342,714 | 134.59% | 87,163,333 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 1.12% | 0.04% | 5,097,194 | 2,752,138 | 117.36% | 76,254,022 | Jun 30, 2024 |
| NORGES BANK | 0.46% | 0.00% | 2,120,733 | 2,120,733 | 100.00% | 31,726,166 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.16% | 0.01% | 715,300 | 715,300 | 100.00% | 10,700,888 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.35% | 0.04% | 1,576,198 | 705,784 | 81.09% | 23,579,922 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 0.27% | 0.02% | 1,221,187 | 654,960 | 115.67% | 18,268,957 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 1.25% | 0.01% | 5,697,017 | 631,294 | 12.46% | 85,227,374,000 | Jun 30, 2024 |
| UBS GROUP AG | 0.43% | 0.01% | 1,952,763 | 558,436 | 40.05% | 29,213,334 | Jun 30, 2024 |
| NATIXIS | 0.11% | 0.04% | 524,030 | 494,481 | 1673.43% | 7,839,489 | Jun 30, 2024 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.33% | 0.09% | 1,492,565 | 412,867 | 38.24% | 22,328,772 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.09% | 0.01% | 407,503 | 407,503 | 100.00% | 6,096,245 | Jun 30, 2024 |
| CINCTIVE CAPITAL MANAGEMENT LP | 0.12% | 0.38% | 531,536 | 403,679 | 315.73% | 7,951,779 | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 0.52% | 0.05% | 2,364,232 | 377,786 | 19.02% | 35,274,345 | Jun 30, 2024 |
| AMUNDI | 0.60% | 0.02% | 2,729,784 | 375,561 | 15.95% | 41,083,249 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.70% | 0.01% | 3,179,672 | 374,681 | 13.36% | 47,567,906 | Jun 30, 2024 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.76% | 0.19% | 3,483,588 | 371,966 | 11.95% | 52,114,476 | Jun 30, 2024 |
| ALLIANZ ASSET MANAGEMENT GMBH | 0.08% | 0.01% | 355,915 | 355,915 | 100.00% | 5,324,488 | Jun 30, 2024 |
| FISHER ASSET MANAGEMENT, LLC | 0.98% | 0.03% | 4,453,508 | 280,717 | 6.73% | 66,624,489 | Jun 30, 2024 |
As of Jun 30 2024, Invesco's largest institutional buyer is POINT72 ASSET MANAGEMENT, L.P.. The company purchased 3.51M stocks of IVZ, valued at $52.44M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| TRIAN FUND MANAGEMENT, L.P. | 5.96% | 9.93% | 27,223,734 | -6,716,362 | -19.79% | 407,267,061 | Jun 30, 2024 |
| VANGUARD GROUP INC | 10.93% | 0.01% | 49,878,289 | -1,580,653 | -3.07% | 746,179,204 | Jun 30, 2024 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | - | - | - | -1,321,758 | -100.00% | - | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -978,238 | -100.00% | - | Jun 30, 2024 |
| STATE STREET CORP | 4.58% | 0.01% | 20,909,125 | -947,060 | -4.33% | 312,800,510,000 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 0.02% | 0.00% | 80,546 | -937,552 | -92.09% | 1,204,968 | Jun 30, 2024 |
| AXA S.A. | 0.01% | 0.00% | 38,900 | -712,020 | -94.82% | 581,944 | Jun 30, 2024 |
| OSSIAM | - | - | - | -680,157 | -100.00% | - | Jun 30, 2024 |
| M&G PLC | - | - | - | -496,351 | -100.00% | - | Jun 30, 2024 |
| POINT72 EUROPE (LONDON) LLP | - | - | - | -485,700 | -100.00% | - | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.11% | 0.00% | 512,447 | -460,468 | -47.33% | 7,667,000 | Jun 30, 2024 |
| BANK OF NOVA SCOTIA | 0.04% | 0.01% | 197,648 | -435,172 | -68.77% | 2,956,814 | Jun 30, 2024 |
| WALLEYE TRADING LLC | 0.02% | 0.00% | 77,300 | -416,300 | -84.34% | 1,156,408 | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -393,728 | -100.00% | - | Jun 30, 2024 |
| CAPTION MANAGEMENT, LLC | 0.05% | 0.06% | 250,000 | -357,500 | -58.85% | 3,740,000 | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | 0.19% | 0.07% | 854,435 | -352,573 | -29.21% | 12,782,348 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.14% | 0.01% | 635,691 | -350,288 | -35.53% | 9,509,937 | Jun 30, 2024 |
| UBS GROUP AG | 0.04% | 0.00% | 175,000 | -348,000 | -66.54% | 2,618,000 | Jun 30, 2024 |
| HSBC HOLDINGS PLC | 0.27% | 0.01% | 1,218,482 | -339,313 | -21.78% | 18,250,470 | Jun 30, 2024 |
| APG ASSET MANAGEMENT N.V. | - | - | - | -301,400 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, Invesco's biggest institutional seller is TRIAN FUND MANAGEMENT, L.P.. The company sold -6.72M shares of IVZ, valued at $407.27M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 0.46% | 0.00% | 2,120,733 | 2,120,733 | 100.00% | 31,726,166 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.16% | 0.01% | 715,300 | 715,300 | 100.00% | 10,700,888 | Jun 30, 2024 |
| ALLIANZ ASSET MANAGEMENT GMBH | 0.08% | 0.01% | 355,915 | 355,915 | 100.00% | 5,324,488 | Jun 30, 2024 |
| NOMURA HOLDINGS INC | 0.03% | 0.00% | 145,200 | 145,200 | 100.00% | 2,172,192 | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | 0.03% | 0.00% | 119,800 | 119,800 | 100.00% | 1,792,208 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.03% | 0.01% | 114,285 | 114,285 | 100.00% | 1,709,704 | Jun 30, 2024 |
| VESTCOR INC | 0.02% | 0.05% | 93,612 | 93,612 | 100.00% | 1,400,000 | Jun 30, 2024 |
| JANNEY MONTGOMERY SCOTT LLC | 0.02% | 0.00% | 91,600 | 91,600 | 100.00% | 1,370,000 | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | 0.01% | 0.00% | 50,700 | 50,700 | 100.00% | 758,472 | Jun 30, 2024 |
| IMC-CHICAGO, LLC | 0.01% | 0.00% | 48,738 | 48,738 | 100.00% | 729,120 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.01% | 0.00% | 46,295 | 46,295 | 100.00% | 692,573 | Jun 30, 2024 |
| ELEVATED CAPITAL ADVISORS, LLC | 0.01% | 0.18% | 41,775 | 41,775 | 100.00% | 624,954 | Jun 30, 2024 |
| BRIDGEWATER ASSOCIATES, LP | 0.01% | 0.00% | 39,616 | 39,616 | 100.00% | 592,655 | Jun 30, 2024 |
| SEVEN EIGHT CAPITAL, LP | 0.01% | 0.06% | 38,496 | 38,496 | 100.00% | 575,900 | Jun 30, 2024 |
| ALGERT GLOBAL LLC | 0.01% | 0.02% | 36,800 | 36,800 | 100.00% | 551,000 | Jun 30, 2024 |
| MIZUHO SECURITIES USA LLC | 0.01% | 0.01% | 34,685 | 34,685 | 100.00% | 518,888 | Jun 30, 2024 |
| SCIENTECH RESEARCH LLC | 0.01% | 0.10% | 31,569 | 31,569 | 100.00% | 472,272 | Jun 30, 2024 |
| ITAU UNIBANCO HOLDING S.A. | 0.01% | 0.59% | 30,300 | 30,300 | 100.00% | 14,517,033 | Jun 30, 2024 |
| BDF-GESTION | 0.01% | 0.04% | 30,215 | 30,215 | 100.00% | 452,016 | Jun 30, 2024 |
| CSS LLC/IL | 0.01% | 0.02% | 30,000 | 30,000 | 100.00% | 448,800 | Jun 30, 2024 |
| SHERBROOKE PARK ADVISERS LLC | 0.00% | 0.05% | 20,277 | 20,277 | 100.00% | 303,344 | Jun 30, 2024 |
| PARAGON CAPITAL MANAGEMENT LTD | 0.00% | 0.05% | 18,729 | 18,729 | 100.00% | 280,193 | Jun 30, 2024 |
| STRATOS WEALTH PARTNERS, LTD. | 0.00% | 0.00% | 17,737 | 17,737 | 100.00% | 265,346 | Jun 30, 2024 |
| TWO SIGMA SECURITIES, LLC | 0.00% | 0.00% | 15,708 | 15,708 | 100.00% | 234,992 | Jun 30, 2024 |
| VIDENT ADVISORY, LLC | 0.00% | 0.01% | 15,596 | 15,596 | 100.00% | 233,320 | Jun 30, 2024 |
| LGT GROUP FOUNDATION | 0.00% | 0.00% | 14,635 | 14,635 | 100.00% | 218,940 | Jun 30, 2024 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.00% | 0.00% | 11,950 | 11,950 | 100.00% | 178,770 | Jun 30, 2024 |
| COLDSTREAM CAPITAL MANAGEMENT INC | 0.00% | 0.00% | 10,383 | 10,383 | 100.00% | 155,330 | Jun 30, 2024 |
| STATE OF WYOMING | 0.00% | 0.02% | 8,025 | 8,025 | 100.00% | 120,054 | Jun 30, 2024 |
| HHM WEALTH ADVISORS, LLC | 0.00% | 0.01% | 4,100 | 4,100 | 100.00% | 61,336 | Jun 30, 2024 |
| TWIN TREE MANAGEMENT, LP | 0.00% | 0.00% | 2,200 | 2,200 | 100.00% | 32,912 | Jun 30, 2024 |
| SENTRY INVESTMENT MANAGEMENT LLC | 0.00% | 0.01% | 2,036 | 2,036 | 100.00% | 30,000 | Jun 30, 2024 |
| FAMILY FIRM, INC. | 0.00% | 0.01% | 1,877 | 1,877 | 100.00% | 28,087 | Jun 30, 2024 |
| 0.00% | 0.01% | 1,001 | 1,001 | 100.00% | 14,975 | Jun 30, 2024 | |
| TWIN TREE MANAGEMENT, LP | 0.00% | - | 1,000 | 1,000 | 100.00% | 14,960 | Jun 30, 2024 |
| FNY INVESTMENT ADVISERS, LLC | 0.00% | 0.01% | 1,000 | 1,000 | 100.00% | 14,000 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 582 | 582 | 100.00% | 8,707 | Jun 30, 2024 |
| GLEASON GROUP, INC. | 0.00% | 0.00% | 327 | 327 | 100.00% | 4,892 | Jun 30, 2024 |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 0.00% | 0.00% | 241 | 241 | 100.00% | 3,605 | Jun 30, 2024 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | - | 0.00% | 227 | 227 | 100.00% | 3,405 | Jun 30, 2024 |
| GREAT LAKES RETIREMENT, INC. | - | 0.00% | 171 | 171 | 100.00% | 2,558 | Jun 30, 2024 |
| ORG PARTNERS LLC | - | 0.00% | 115 | 115 | 100.00% | 1,707,000 | Jun 30, 2024 |
| FAIRWAY WEALTH LLC | - | 0.00% | 115 | 115 | 100.00% | 1,720 | Jun 30, 2024 |
| ANCORA ADVISORS, LLC | - | - | 107 | 107 | 100.00% | 1,601 | Jun 30, 2024 |
| TRIFECTA CAPITAL ADVISORS, LLC | - | 0.00% | 97 | 97 | 100.00% | 1,452 | Jun 30, 2024 |
| UNIQUE WEALTH STRATEGIES, LLC | - | 0.00% | 60 | 60 | 100.00% | 995 | Jun 30, 2024 |
| NVWM, LLC | - | 0.00% | 51 | 51 | 100.00% | 763 | Jun 30, 2024 |
| COPPELL ADVISORY SOLUTIONS LLC | - | 0.00% | 43 | 43 | 100.00% | 643 | Jun 30, 2024 |
| RUEDI WEALTH MANAGEMENT, INC. | - | - | 7 | 7 | 100.00% | 105 | Jun 30, 2024 |
Invesco's largest new institutional shareholder by number of shares is NORGES BANK, purchased 2.12M shares, valued at $31.73M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | - | - | - | -1,321,758 | -100.00% | - | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -978,238 | -100.00% | - | Jun 30, 2024 |
| OSSIAM | - | - | - | -680,157 | -100.00% | - | Jun 30, 2024 |
| M&G PLC | - | - | - | -496,351 | -100.00% | - | Jun 30, 2024 |
| POINT72 EUROPE (LONDON) LLP | - | - | - | -485,700 | -100.00% | - | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -393,728 | -100.00% | - | Jun 30, 2024 |
| APG ASSET MANAGEMENT N.V. | - | - | - | -301,400 | -100.00% | - | Jun 30, 2024 |
| INTERVAL PARTNERS, LP | - | - | - | -270,420 | -100.00% | - | Jun 30, 2024 |
| HOLOCENE ADVISORS, LP | - | - | - | -233,705 | -100.00% | - | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | - | - | - | -211,156 | -100.00% | - | Jun 30, 2024 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | - | - | - | -124,503 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -116,841 | -100.00% | - | Jun 30, 2024 |
| PARALEL ADVISORS LLC | - | - | - | -116,749 | -100.00% | - | Jun 30, 2024 |
| NEBULA RESEARCH & DEVELOPMENT LLC | - | - | - | -82,016 | -100.00% | - | Jun 30, 2024 |
| HAP TRADING, LLC | - | - | - | -51,200 | -100.00% | - | Jun 30, 2024 |
| LLOYD ADVISORY SERVICES, LLC. | - | - | - | -47,320 | -100.00% | - | Jun 30, 2024 |
| EDGESTREAM PARTNERS, L.P. | - | - | - | -47,298 | -100.00% | - | Jun 30, 2024 |
| BREVAN HOWARD CAPITAL MANAGEMENT LP | - | - | - | -45,161 | -100.00% | - | Jun 30, 2024 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | - | - | - | -42,670 | -100.00% | - | Jun 30, 2024 |
| PARADIGM ASSET MANAGEMENT CO LLC | - | - | - | -39,000 | -100.00% | - | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | - | - | - | -37,173 | -100.00% | - | Jun 30, 2024 |
| MAGNETAR FINANCIAL LLC | - | - | - | -36,557 | -100.00% | - | Jun 30, 2024 |
| CLEARALPHA TECHNOLOGIES LP | - | - | - | -30,387 | -100.00% | - | Jun 30, 2024 |
| WBI INVESTMENTS, INC. | - | - | - | -30,153 | -100.00% | - | Jun 30, 2024 |
| KINNERET ADVISORY, LLC | - | - | - | -29,771 | -100.00% | - | Jun 30, 2024 |
| KRANE FUNDS ADVISORS LLC | - | - | - | -29,501 | -100.00% | - | Jun 30, 2024 |
| ATOM INVESTORS LP | - | - | - | -29,213 | -100.00% | - | Jun 30, 2024 |
| NORDEN GROUP LLC | - | - | - | -27,108 | -100.00% | - | Jun 30, 2024 |
| VONTOBEL HOLDING LTD. | - | - | - | -24,044 | -100.00% | - | Jun 30, 2024 |
| IMPACT PARTNERSHIP WEALTH, LLC | - | - | - | -21,818 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -18,129 | -100.00% | - | Jun 30, 2024 |
| BANK OZK | - | - | - | -17,039 | -100.00% | - | Jun 30, 2024 |
| AIGEN INVESTMENT MANAGEMENT, LP | - | - | - | -15,085 | -100.00% | - | Jun 30, 2024 |
| CIBC WORLD MARKET INC. | - | - | - | -13,820 | -100.00% | - | Jun 30, 2024 |
| MAVERICK CAPITAL LTD | - | - | - | -12,564 | -100.00% | - | Jun 30, 2024 |
| NATIXIS ADVISORS, L.P. | - | - | - | -12,101 | -100.00% | - | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | - | - | - | -11,603 | -100.00% | - | Jun 30, 2024 |
| QUANTITATIVE INVESTMENT MANAGEMENT, LLC | - | - | - | -11,189 | -100.00% | - | Jun 30, 2024 |
| COOPER FINANCIAL GROUP | - | - | - | -11,069 | -100.00% | - | Jun 30, 2024 |
| PERENNIAL INVESTMENT ADVISORS, LLC | - | - | - | -10,993 | -100.00% | - | Jun 30, 2024 |
| FAYEZ SAROFIM & CO | - | - | - | -10,691 | -100.00% | - | Jun 30, 2024 |
| MERITAGE GROUP LP | - | - | - | -10,601 | -100.00% | - | Jun 30, 2024 |
| PATTON FUND MANAGEMENT, INC. | - | - | - | -10,345 | -100.00% | - | Jun 30, 2024 |
| TRUVESTMENTS CAPITAL LLC | - | - | - | -10,234 | -100.00% | - | Jun 30, 2024 |
| LINCOLN NATIONAL CORP | - | - | - | -10,199 | -100.00% | - | Jun 30, 2024 |
| CSS LLC/IL | - | - | - | -10,000 | -100.00% | - | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | - | - | - | -3,862 | -100.00% | - | Jun 30, 2024 |
| ABICH FINANCIAL WEALTH MANAGEMENT LLC | - | - | - | -3,631 | -100.00% | - | Jun 30, 2024 |
| FIDELIS CAPITAL PARTNERS, LLC | - | - | - | -3,161 | -100.00% | - | Jun 30, 2024 |
| ALTSHULER SHAHAM LTD | - | - | - | -1,871 | -100.00% | - | Jun 30, 2024 |
| ORION CAPITAL MANAGEMENT LLC | - | - | - | -1,700 | -100.00% | - | Jun 30, 2024 |
| DENALI ADVISORS LLC | - | - | - | -1,337 | -100.00% | - | Jun 30, 2024 |
| CGC FINANCIAL SERVICES, LLC | - | - | - | -1,155 | -100.00% | - | Jun 30, 2024 |
| OLD POINT TRUST & FINANCIAL SERVICES N A | - | - | - | -1,000 | -100.00% | - | Jun 30, 2024 |
| NORTHWEST INVESTMENT COUNSELORS, LLC | - | - | - | -757 | -100.00% | - | Jun 30, 2024 |
| VIMA LLC | - | - | - | -423 | -100.00% | - | Jun 30, 2024 |
| ICA GROUP WEALTH MANAGEMENT, LLC | - | - | - | -210 | -100.00% | - | Jun 30, 2024 |
| RAKUTEN SECURITIES, INC. | - | - | - | -167 | -100.00% | - | Jun 30, 2024 |
| PRIVATE OCEAN, LLC | - | - | - | -134 | -100.00% | - | Jun 30, 2024 |
| CHILTON CAPITAL MANAGEMENT LLC | - | - | - | -109 | -100.00% | - | Jun 30, 2024 |
| CONCORD WEALTH PARTNERS | - | - | - | -102 | -100.00% | - | Jun 30, 2024 |
| POINT72 HONG KONG LTD | - | - | - | -100 | -100.00% | - | Jun 30, 2024 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | - | - | - | -80 | -100.00% | - | Jun 30, 2024 |
| CITY STATE BANK | - | - | - | -50 | -100.00% | - | Jun 30, 2024 |
| CAPITAL ADVISORS, LTD. LLC | - | - | - | -36 | -100.00% | - | Jun 30, 2024 |
| TFO-TDC, LLC | - | - | - | -11 | -100.00% | - | Jun 30, 2024 |
Invesco's largest sold out institutional shareholder by shares sold is MASSACHUSETTS FINANCIAL SERVICES CO /MA/, sold -1.32M shares, valued at -, as of undefined.
Invesco Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| SCHRODER GLOBAL SERIES TRUST | 24.50% | 50,000 | - | - | Jan 31, 2021 |
| Fiera Capital Series Trust | 3.55% | 70,710 | - | - | Jun 30, 2023 |
| Elevation Series Trust | 2.37% | 116,749 | - | - | Jan 31, 2024 |
| KAVILCO INC/WA/ | 0.87% | 6,300 | 6,300 | - | Mar 31, 2021 |
| VANGUARD VALLEY FORGE FUNDS | 0.59% | 305,900 | - | - | Mar 31, 2024 |
| Nuveen Core Equity Alpha Fund | 0.44% | 31,320 | - | - | Mar 31, 2024 |
| COMMERCE FUNDS | 0.32% | 6,509,000 | - | - | Jan 31, 2024 |
| JOHN HANCOCK INVESTMENT TRUST II | 0.26% | 111,859 | - | - | Jan 31, 2024 |
| Emles Trust | 0.22% | 23,720 | -684 | -2.80% | Sep 30, 2022 |
| REYNOLDS FUNDS INC | 0.21% | 2,400 | - | - | Mar 31, 2024 |
| PROSPECTOR FUNDS, INC. | 0.20% | 60,100 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.19% | 469,666 | 32,090 | 7.33% | Mar 31, 2024 |
| Index Funds | 0.14% | 1,157 | -22 | -1.87% | Mar 31, 2024 |
| Vericimetry Funds | 0.13% | 12,170 | 2,930 | 31.71% | Mar 31, 2024 |
| SYNTAX ETF TRUST | 0.12% | 3,863 | - | - | Mar 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.11% | 3,236,427 | -43,089 | -1.31% | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.10% | 43,631,350 | 217,980 | 0.50% | Mar 31, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.10% | 8,419,622 | 1,159,586 | 15.97% | Jan 31, 2024 |
| Collaborative Investment Series Trust | 0.09% | 13,870 | - | - | Mar 31, 2024 |
| JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND | 0.08% | 114,189 | - | - | Mar 31, 2024 |
| Humankind Benefit Corp | 0.08% | 1,724 | 155 | 9.88% | Dec 31, 2023 |
| VANGUARD FENWAY FUNDS | 0.07% | 1,791,575 | - | - | Mar 31, 2024 |
| Northern Lights Variable Trust | 0.07% | 68,977 | - | - | Mar 31, 2024 |
| Absolute Shares Trust | 0.06% | 21,456 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY CAPITAL PORTFOLIOS INC | 0.05% | 1,130,636 | 95,790 | 9.26% | Mar 31, 2024 |
| John Hancock Exchange-Traded Fund Trust | 0.05% | 299,376 | 5,029 | 1.71% | Jan 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.05% | 10,471 | - | - | Mar 31, 2024 |
| John Hancock Hedged Equity & Income Fund | 0.04% | 6,228 | - | - | Mar 31, 2024 |
| HUSSMAN INVESTMENT TRUST | 0.04% | 130,000 | - | - | Dec 31, 2023 |
| Innovator ETFs Trust II | 0.04% | 13,083 | - | - | Jul 31, 2021 |
| Global Beta ETF Trust | 0.04% | 100 | - | - | May 31, 2022 |
| VANGUARD FIXED INCOME SECURITIES FUNDS | 0.03% | 65,722,000 | - | - | Jan 31, 2024 |
| Impact Shares Trust I | 0.03% | 355 | - | - | Mar 31, 2024 |
| Managed Portfolio Series | 0.03% | 677,200 | - | - | Jan 31, 2024 |
| T. Rowe Price Balanced Fund, Inc. | 0.03% | 480,000 | - | - | Mar 31, 2024 |
| VANGUARD ADMIRAL FUNDS | 0.02% | 106,609 | 4,618 | 4.53% | Feb 29, 2024 |
| VANGUARD WINDSOR FUNDS | 0.02% | 852,369 | - | - | Jan 31, 2024 |
| Advisers Investment Trust | 0.02% | 618,100 | - | - | Mar 28, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.02% | 100,000 | - | - | Mar 31, 2024 |
| VANGUARD VARIABLE INSURANCE FUNDS | 0.02% | 970,000 | - | - | Mar 31, 2024 |
| Horizon Funds | 0.02% | 37,078 | - | - | Feb 29, 2024 |
| VANGUARD WHITEHALL FUNDS | 0.02% | 1,616,126 | -26,881 | -1.64% | Jan 31, 2024 |
| BNY Mellon Investment Funds IV, Inc. | 0.02% | 250,000 | - | - | Jan 31, 2024 |
| OHIO NATIONAL FUND INC | 0.02% | 308,791 | 67,515 | 27.98% | Mar 31, 2024 |
| WESMARK FUNDS | 0.01% | 49,026 | - | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND VI | 0.01% | 77,440 | - | - | Mar 31, 2024 |
| Pacific Global ETF Trust | 0.01% | 4,097 | - | - | Sep 30, 2021 |
| Managed Portfolio Series | 0.01% | 250,000 | - | - | Jan 31, 2024 |
| JOHNSON MUTUAL FUNDS TRUST | 0.01% | 264,885 | - | - | Mar 31, 2024 |
| Dimensional ETF Trust | 0.01% | 3,883,222 | 356,641 | 10.11% | Jan 31, 2024 |
| GPS Funds I | 0.01% | 44,231 | - | - | Mar 31, 2024 |
| VANGUARD QUANTITATIVE FUNDS | 0.01% | 37,600 | -53,600 | -58.77% | Mar 31, 2024 |
| NORTHERN FUNDS | 0.01% | 1,000,000 | - | - | Mar 28, 2024 |
| NORTHERN LIGHTS FUND TRUST II | 0.01% | 79,200 | - | - | Mar 31, 2024 |
| ALPS ETF Trust | 0.01% | 73,969 | - | - | Feb 29, 2024 |
| Advisors Preferred Trust | 0.01% | 40,535 | - | - | Mar 31, 2024 |
| VANGUARD SCOTTSDALE FUNDS | 0.01% | 11,781,000 | - | - | Feb 29, 2024 |
| SARATOGA ADVANTAGE TRUST | 0.01% | 332 | - | - | Feb 29, 2024 |
| Two Roads Shared Trust | 0.00% | 195,100 | -29,246 | -13.04% | Jan 31, 2024 |
| HC CAPITAL TRUST | 0.00% | 156,176 | - | - | Mar 31, 2024 |
| AB CORPORATE SHARES | 0.00% | 867,000 | - | - | Jan 31, 2024 |
| BAIRD FUNDS INC | 0.00% | 5,200,000 | - | - | Mar 31, 2024 |
| BAIRD FUNDS INC | 0.00% | 5,000,000 | - | - | Mar 31, 2024 |
| GREEN CENTURY FUNDS | 0.00% | 8,733 | -616 | -6.59% | Jan 31, 2024 |
| NEW COVENANT FUNDS | 0.00% | 18,276 | - | - | Dec 31, 2023 |
| AMERICAN PENSION INVESTORS TRUST | 0.00% | 24,000 | - | - | Jan 31, 2024 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 842,608 | 747,650 | 787.35% | Feb 29, 2024 |
| VANGUARD HORIZON FUNDS | 0.00% | 83,752 | - | - | Mar 31, 2024 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) | 0.00% | 816,892 | 9,500 | 1.18% | Feb 29, 2024 |
| Arrow Investments Trust | 0.00% | 5,995 | -1,791 | -23.00% | Jan 31, 2024 |
| PRAXIS MUTUAL FUNDS | 0.00% | 34,830 | - | - | Dec 31, 2023 |
| Forethought Variable Insurance Trust | 0.00% | 12,955 | - | - | Mar 28, 2024 |
| THRIVENT SERIES FUND INC | 0.00% | 322,699 | 217,348 | 206.31% | Mar 28, 2024 |
| Invesco Exchange-Traded Fund Trust II | 0.00% | 822,714 | -181,230 | -18.05% | Feb 29, 2024 |
| VICTORY VARIABLE INSURANCE FUNDS | 0.00% | 1,321 | - | - | Mar 31, 2024 |
| VANGUARD WORLD FUND | 0.00% | 591,106 | -25,668 | -4.16% | Feb 29, 2024 |
| DOMINI INVESTMENT TRUST | 0.00% | 13,803 | - | - | Jan 31, 2024 |
| VANGUARD BOND INDEX FUNDS | 0.00% | 3,158,000 | - | - | Mar 31, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 6,004 | - | - | Mar 31, 2024 |
| Meeder Funds | 0.00% | 10,655 | - | - | Mar 31, 2024 |
| ADVISORS SERIES TRUST | 0.00% | 101,065 | - | - | Jan 31, 2024 |
| Mutual of America Variable Insurance Portfolios, Inc. | 0.00% | 1,522 | -37 | -2.37% | Sep 30, 2023 |
| VANGUARD VARIABLE INSURANCE FUNDS | 0.00% | 103,388 | - | - | Mar 31, 2024 |
| ETF Managers Trust | 0.00% | 14,761 | - | - | Dec 31, 2023 |
| TIMOTHY PLAN | 0.00% | 8,947 | 1,542 | 20.82% | Mar 31, 2024 |
| MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC | 0.00% | 1,038 | 246 | 31.06% | Sep 30, 2020 |
| NORTHERN FUNDS | 0.00% | 264,239 | -14,412 | -5.17% | Mar 28, 2024 |
| SCHWAB INVESTMENTS | 0.00% | 100,000 | - | - | Jan 31, 2024 |
| SA FUNDS INVESTMENT TRUST | 0.00% | 26,666 | - | - | Mar 31, 2024 |
| THRIVENT MUTUAL FUNDS | 0.00% | 154,819 | 98,145 | 173.17% | Jan 31, 2024 |
| SHELTON FUNDS | 0.00% | 2,486 | - | - | Feb 29, 2024 |
| MUTUAL OF AMERICA INVESTMENT CORP | 0.00% | 58,933 | -584 | -0.98% | Mar 31, 2024 |
| SEI Catholic Values Trust | 0.00% | 3,179 | - | - | Feb 29, 2024 |
| Adviser Managed Trust | 0.00% | 1,930 | -309 | -13.80% | Jan 31, 2024 |
| Direxion Shares ETF Trust | 0.00% | 175,900 | 2,223 | 1.28% | Jan 31, 2024 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 60,574 | -2,555 | -4.05% | Dec 31, 2023 |
| STEWARD FUNDS, INC. | 0.00% | 2,500 | - | - | Jan 31, 2024 |
| FRANKLIN FUND ALLOCATOR SERIES | 0.00% | 78,501 | - | - | Mar 31, 2024 |
| Catholic Responsible Investments Funds | 0.00% | 38,886 | - | - | Jan 31, 2024 |
| Global X Funds | 0.00% | 42,316 | -23,121 | -35.33% | Jan 31, 2024 |
Invesco's largest mutual fund holder by % of total assets is "SCHRODER GLOBAL SERIES TRUST", owning 50.00K shares, compromising 24.50% of its total assets.
Invesco Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 229 | -55.71% |
| 31 Mar, 24 | 517 | 0.58% |
| 31 Dec, 23 | 514 | 2.39% |
| 30 Sep, 23 | 502 | 2.24% |
| 30 Jun, 23 | 491 | -6.30% |
| 31 Mar, 23 | 524 | -0.19% |
| 31 Dec, 22 | 525 | 2.94% |
| 30 Sep, 22 | 510 | -1.16% |
| 30 Jun, 22 | 516 | -3.91% |
| 31 Mar, 22 | 537 | -6.12% |
| 31 Dec, 21 | 572 | 0.18% |
| 30 Sep, 21 | 571 | -0.17% |
| 30 Jun, 21 | 572 | 4.57% |
| 31 Mar, 21 | 547 | 3.01% |
| 31 Dec, 20 | 531 | 12.26% |
| 30 Sep, 20 | 473 | 0.85% |
| 30 Jun, 20 | 469 | -9.11% |
| 31 Mar, 20 | 516 | -6.18% |
| 31 Dec, 19 | 550 | 0.36% |
| 30 Sep, 19 | 548 | -1.26% |
| 30 Jun, 19 | 555 | 0.54% |
| 31 Mar, 19 | 552 | -1.25% |
| 31 Dec, 18 | 559 | -6.37% |
| 30 Sep, 18 | 597 | 1.02% |
| 30 Jun, 18 | 591 | -2.96% |
| 31 Mar, 18 | 609 | -4.40% |
| 31 Dec, 17 | 637 | 12.74% |
| 30 Sep, 17 | 565 | -4.88% |
| 30 Jun, 17 | 594 | 3.85% |
| 31 Mar, 17 | 572 | -1.38% |
| 31 Dec, 16 | 580 | 8.21% |
| 30 Sep, 16 | 536 | -2.72% |
| 30 Jun, 16 | 551 | 3.77% |
| 31 Mar, 16 | 531 | -3.10% |
| 31 Dec, 15 | 548 | -0.90% |
| 30 Sep, 15 | 553 | -2.64% |
| 30 Jun, 15 | 568 | 2.71% |
| 31 Mar, 15 | 553 | -3.83% |
| 31 Dec, 14 | 575 | 9.32% |
| 30 Sep, 14 | 526 | 5.62% |
| 30 Jun, 14 | 498 | 1.84% |
| 31 Mar, 14 | 489 | - |
| 31 Dec, 13 | 489 | 11.14% |
| 30 Sep, 13 | 440 | 3.29% |
| 30 Jun, 13 | 426 | 147.67% |
| 31 Mar, 13 | 172 | 0.58% |
| 31 Dec, 12 | 171 | 10.32% |
| 30 Sep, 12 | 155 | 4.73% |
| 30 Jun, 12 | 148 | -3.27% |
| 31 Mar, 12 | 153 | 18.60% |
| 31 Dec, 11 | 129 | -0.77% |
| 30 Sep, 11 | 130 | 4.00% |
| 30 Jun, 11 | 125 | -4.58% |
| 31 Mar, 11 | 131 | 8.26% |
| 31 Dec, 10 | 121 | 17.48% |
| 30 Sep, 10 | 103 | -2.83% |
| 30 Jun, 10 | 106 | 1.92% |
| 31 Mar, 10 | 104 | -0.95% |
| 31 Dec, 09 | 105 | -0.94% |
| 30 Sep, 09 | 106 | 8.16% |
| 30 Jun, 09 | 98 | 15.29% |
| 31 Mar, 09 | 85 | 1.19% |
| 31 Dec, 08 | 84 | - |
| 30 Sep, 08 | 84 | 10.53% |
| 30 Jun, 08 | 76 | 8.57% |
| 31 Mar, 08 | 70 | 20.69% |
| 31 Dec, 07 | 58 | 2800.00% |
| 30 Sep, 07 | 2 | - |
| 30 Jun, 07 | 2 | - |
As of 30 Jun 24, 229 institutions are holding Invesco's shares, representing a decrease of -55.71% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 54,247,450 | -81.89% |
| 31 Mar, 24 | 299,610,907 | 1.31% |
| 31 Dec, 23 | 295,726,638 | -0.33% |
| 30 Sep, 23 | 296,720,498 | -0.08% |
| 30 Jun, 23 | 296,967,722 | -4.22% |
| 31 Mar, 23 | 310,065,467 | -1.24% |
| 31 Dec, 22 | 313,970,585 | -1.48% |
| 30 Sep, 22 | 318,695,481 | 7.23% |
| 30 Jun, 22 | 297,205,781 | -1.00% |
| 31 Mar, 22 | 300,196,124 | -0.03% |
| 31 Dec, 21 | 300,298,896 | 2.46% |
| 30 Sep, 21 | 293,085,294 | 1.74% |
| 30 Jun, 21 | 288,070,429 | -0.04% |
| 31 Mar, 21 | 288,187,534 | -7.23% |
| 31 Dec, 20 | 310,657,124 | -5.27% |
| 30 Sep, 20 | 327,947,164 | 4.07% |
| 30 Jun, 20 | 315,115,028 | 3.91% |
| 31 Mar, 20 | 303,268,924 | 0.11% |
| 31 Dec, 19 | 302,949,725 | -0.42% |
| 30 Sep, 19 | 304,233,498 | -4.88% |
| 30 Jun, 19 | 319,844,165 | 3.90% |
| 31 Mar, 19 | 307,837,753 | -4.92% |
| 31 Dec, 18 | 323,778,565 | -2.25% |
| 30 Sep, 18 | 331,240,553 | 1.21% |
| 30 Jun, 18 | 327,267,207 | -0.66% |
| 31 Mar, 18 | 329,446,240 | -1.67% |
| 31 Dec, 17 | 335,044,486 | 0.53% |
| 30 Sep, 17 | 333,273,435 | 1.69% |
| 30 Jun, 17 | 327,735,941 | 0.23% |
| 31 Mar, 17 | 326,974,612 | -0.70% |
| 31 Dec, 16 | 329,278,005 | 3.06% |
| 30 Sep, 16 | 319,506,783 | -2.39% |
| 30 Jun, 16 | 327,323,890 | -2.97% |
| 31 Mar, 16 | 337,354,076 | -2.75% |
| 31 Dec, 15 | 346,879,294 | -0.30% |
| 30 Sep, 15 | 347,937,572 | -2.94% |
| 30 Jun, 15 | 358,484,258 | -0.97% |
| 31 Mar, 15 | 361,979,750 | -0.31% |
| 31 Dec, 14 | 363,115,952 | -0.23% |
| 30 Sep, 14 | 363,947,246 | -0.58% |
| 30 Jun, 14 | 366,056,189 | -2.25% |
| 31 Mar, 14 | 374,468,625 | 3.68% |
| 31 Dec, 13 | 361,177,807 | -6.94% |
| 30 Sep, 13 | 388,097,127 | 2.07% |
| 30 Jun, 13 | 380,214,092 | 117.04% |
| 31 Mar, 13 | 175,177,689 | -12.54% |
| 31 Dec, 12 | 200,295,190 | -3.47% |
| 30 Sep, 12 | 207,500,679 | 1.27% |
| 30 Jun, 12 | 204,891,646 | -5.42% |
| 31 Mar, 12 | 216,633,346 | 3.45% |
| 31 Dec, 11 | 209,399,426 | -2.55% |
| 30 Sep, 11 | 214,886,142 | 8.66% |
| 30 Jun, 11 | 197,767,816 | 29.25% |
| 31 Mar, 11 | 153,010,727 | 7.60% |
| 31 Dec, 10 | 142,196,680 | 18.43% |
| 30 Sep, 10 | 120,063,793 | -12.04% |
| 30 Jun, 10 | 136,491,313 | 15.59% |
| 31 Mar, 10 | 118,080,068 | -5.38% |
| 31 Dec, 09 | 124,789,729 | 17.44% |
| 30 Sep, 09 | 106,253,797 | 18.32% |
| 30 Jun, 09 | 89,801,028 | 0.15% |
| 31 Mar, 09 | 89,664,419 | -15.68% |
| 31 Dec, 08 | 106,335,054 | 45.51% |
| 30 Sep, 08 | 73,075,330 | 3.93% |
| 30 Jun, 08 | 70,314,205 | -7.15% |
| 31 Mar, 08 | 75,731,749 | -83.84% |
| 31 Dec, 07 | 468,780,061 | 17555.63% |
| 30 Sep, 07 | 2,655,130 | -18.90% |
| 30 Jun, 07 | 3,273,830 | - |
Invesco (IVZ) has 54.25M shares outstanding as of 30 Jun 24, down -81.89% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 11.88% | 0.27% |
| 31 Mar, 24 | 65.88% | 1.56% |
| 31 Dec, 23 | 65.02% | 1.55% |
| 30 Sep, 23 | 64.80% | 1.54% |
| 30 Jun, 23 | 64.83% | 1.42% |
| 31 Mar, 23 | 67.69% | 1.47% |
| 31 Dec, 22 | 67.84% | 1.39% |
| 30 Sep, 22 | 69.74% | 1.65% |
| 30 Jun, 22 | 65.11% | 1.53% |
| 31 Mar, 22 | 65.33% | 1.55% |
| 31 Dec, 21 | 64.89% | 1.62% |
| 30 Sep, 21 | 63.26% | 1.63% |
| 30 Jun, 21 | 62.25% | 1.60% |
| 31 Mar, 21 | 62.43% | 1.37% |
| 31 Dec, 20 | 67.61% | 1.34% |
| 30 Sep, 20 | 71.12% | 1.52% |
| 30 Jun, 20 | 68.49% | 1.55% |
| 31 Mar, 20 | 66.55% | 1.50% |
| 31 Dec, 19 | 66.71% | 1.54% |
| 30 Sep, 19 | 65.74% | 1.20% |
| 30 Jun, 19 | 74.11% | 1.26% |
| 31 Mar, 19 | 76.65% | 1.24% |
| 31 Dec, 18 | 78.51% | 1.23% |
| 30 Sep, 18 | 79.95% | 1.20% |
| 30 Jun, 18 | 81.57% | 1.27% |
| 31 Mar, 18 | 80.10% | 1.20% |
| 31 Dec, 17 | 81.84% | 1.17% |
| 30 Sep, 17 | 83.78% | 1.23% |
| 30 Jun, 17 | 82.45% | 1.21% |
| 31 Mar, 17 | 82.67% | 1.31% |
| 31 Dec, 16 | 79.40% | 1.25% |
| 30 Sep, 16 | 79.84% | 1.23% |
| 30 Jun, 16 | 80.54% | 1.18% |
| 31 Mar, 16 | 82.75% | 1.27% |
| 31 Dec, 15 | 80.88% | 1.17% |
| 30 Sep, 15 | 83.24% | 1.15% |
| 30 Jun, 15 | 85.17% | 1.15% |
| 31 Mar, 15 | 86.00% | 1.22% |
| 31 Dec, 14 | 83.82% | 1.19% |
| 30 Sep, 14 | 83.80% | 1.19% |
| 30 Jun, 14 | 84.02% | 1.14% |
| 31 Mar, 14 | 85.73% | 1.32% |
| 31 Dec, 13 | 80.71% | 1.08% |
| 30 Sep, 13 | 86.65% | 1.21% |
| 30 Jun, 13 | 84.66% | 5.53% |
| 31 Mar, 13 | 39.12% | 1.99% |
| 31 Dec, 12 | 44.28% | 2.09% |
| 30 Sep, 12 | 45.98% | 2.27% |
| 30 Jun, 12 | 45.00% | 1.98% |
| 31 Mar, 12 | 47.69% | 2.33% |
| 31 Dec, 11 | 45.24% | 2.07% |
| 30 Sep, 11 | 46.77% | 2.59% |
| 30 Jun, 11 | 42.48% | 4.01% |
| 31 Mar, 11 | 32.56% | 3.41% |
| 31 Dec, 10 | 30.89% | 4.87% |
| 30 Sep, 10 | 25.19% | 2.80% |
| 30 Jun, 10 | 30.00% | 4.15% |
| 31 Mar, 10 | 26.90% | 3.01% |
| 31 Dec, 09 | 29.91% | 4.94% |
| 30 Sep, 09 | 24.62% | 5.20% |
| 30 Jun, 09 | 21.75% | 4.20% |
| 31 Mar, 09 | 22.75% | 3.13% |
| 31 Dec, 08 | 26.98% | 7.53% |
| 30 Sep, 08 | 18.93% | 5.75% |
| 30 Jun, 08 | 18.14% | 4.76% |
| 31 Mar, 08 | 19.52% | 0.13% |
| 31 Dec, 07 | 120.82% | 25801.01% |
| 30 Sep, 07 | 0.68% | 96.11% |
| 30 Jun, 07 | 0.84% | - |
As of 30 Jun 24, Invesco is held by 11.88% institutional shareholders, representing a 0.27% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 105 | -58.33% |
| 31 Mar, 24 | 252 | 3.28% |
| 31 Dec, 23 | 244 | 14.02% |
| 30 Sep, 23 | 214 | 4.90% |
| 30 Jun, 23 | 204 | -22.73% |
| 31 Mar, 23 | 264 | 8.20% |
| 31 Dec, 22 | 244 | -4.69% |
| 30 Sep, 22 | 256 | 1.19% |
| 30 Jun, 22 | 253 | 4.55% |
| 31 Mar, 22 | 242 | -6.92% |
| 31 Dec, 21 | 260 | 1.96% |
| 30 Sep, 21 | 255 | -6.25% |
| 30 Jun, 21 | 272 | 8.80% |
| 31 Mar, 21 | 250 | -1.96% |
| 31 Dec, 20 | 255 | 26.24% |
| 30 Sep, 20 | 202 | -7.34% |
| 30 Jun, 20 | 218 | -18.05% |
| 31 Mar, 20 | 266 | 3.50% |
| 31 Dec, 19 | 257 | 3.63% |
| 30 Sep, 19 | 248 | -11.11% |
| 30 Jun, 19 | 279 | 1.82% |
| 31 Mar, 19 | 274 | 4.58% |
| 31 Dec, 18 | 262 | -12.96% |
| 30 Sep, 18 | 301 | 2.73% |
| 30 Jun, 18 | 293 | -5.18% |
| 31 Mar, 18 | 309 | -7.49% |
| 31 Dec, 17 | 334 | 22.79% |
| 30 Sep, 17 | 272 | -2.86% |
| 30 Jun, 17 | 280 | 1.82% |
| 31 Mar, 17 | 275 | -8.64% |
| 31 Dec, 16 | 301 | 28.09% |
| 30 Sep, 16 | 235 | -18.40% |
| 30 Jun, 16 | 288 | 20.50% |
| 31 Mar, 16 | 239 | -8.08% |
| 31 Dec, 15 | 260 | 2.36% |
| 30 Sep, 15 | 254 | -14.77% |
| 30 Jun, 15 | 298 | 13.74% |
| 31 Mar, 15 | 262 | -6.43% |
| 31 Dec, 14 | 280 | 7.69% |
| 30 Sep, 14 | 260 | 15.56% |
| 30 Jun, 14 | 225 | -3.02% |
| 31 Mar, 14 | 232 | -6.83% |
| 31 Dec, 13 | 249 | 19.71% |
| 30 Sep, 13 | 208 | -33.12% |
| 30 Jun, 13 | 311 | 279.27% |
| 31 Mar, 13 | 82 | -9.89% |
| 31 Dec, 12 | 91 | 4.60% |
| 30 Sep, 12 | 87 | 7.41% |
| 30 Jun, 12 | 81 | -4.71% |
| 31 Mar, 12 | 85 | 25.00% |
| 31 Dec, 11 | 68 | -9.33% |
| 30 Sep, 11 | 75 | 41.51% |
| 30 Jun, 11 | 53 | -28.38% |
| 31 Mar, 11 | 74 | -8.64% |
| 31 Dec, 10 | 81 | 28.57% |
| 30 Sep, 10 | 63 | -3.08% |
| 30 Jun, 10 | 65 | -2.99% |
| 31 Mar, 10 | 67 | 3.08% |
| 31 Dec, 09 | 65 | 10.17% |
| 30 Sep, 09 | 59 | -1.67% |
| 30 Jun, 09 | 60 | 7.14% |
| 31 Mar, 09 | 56 | - |
| 31 Dec, 08 | 56 | -8.20% |
| 30 Sep, 08 | 61 | 15.09% |
| 30 Jun, 08 | 53 | 20.45% |
| 31 Mar, 08 | 44 | -21.43% |
| 31 Dec, 07 | 56 | - |
| 30 Sep, 07 | - | -100.00% |
| 30 Jun, 07 | 2 | - |
105 institutional shareholders have increased their position in IVZ stock as of 30 Jun 24 compared to 252 in the previous quarter (a -58.33% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 77 | -51.57% |
| 31 Mar, 24 | 159 | -15.87% |
| 31 Dec, 23 | 189 | 4.42% |
| 30 Sep, 23 | 181 | -1.63% |
| 30 Jun, 23 | 184 | 14.29% |
| 31 Mar, 23 | 161 | -7.47% |
| 31 Dec, 22 | 174 | 22.54% |
| 30 Sep, 22 | 142 | -18.39% |
| 30 Jun, 22 | 174 | -5.95% |
| 31 Mar, 22 | 185 | -11.48% |
| 31 Dec, 21 | 209 | 0.48% |
| 30 Sep, 21 | 208 | 4.00% |
| 30 Jun, 21 | 200 | 1.52% |
| 31 Mar, 21 | 197 | 6.49% |
| 31 Dec, 20 | 185 | 1.65% |
| 30 Sep, 20 | 182 | 3.41% |
| 30 Jun, 20 | 176 | 6.67% |
| 31 Mar, 20 | 165 | -16.24% |
| 31 Dec, 19 | 197 | -3.90% |
| 30 Sep, 19 | 205 | 17.82% |
| 30 Jun, 19 | 174 | -5.43% |
| 31 Mar, 19 | 184 | -10.24% |
| 31 Dec, 18 | 205 | 4.06% |
| 30 Sep, 18 | 197 | -1.01% |
| 30 Jun, 18 | 199 | -1.49% |
| 31 Mar, 18 | 202 | -3.35% |
| 31 Dec, 17 | 209 | 7.73% |
| 30 Sep, 17 | 194 | -5.83% |
| 30 Jun, 17 | 206 | 0.98% |
| 31 Mar, 17 | 204 | 6.25% |
| 31 Dec, 16 | 192 | -9.00% |
| 30 Sep, 16 | 211 | 22.67% |
| 30 Jun, 16 | 172 | -22.17% |
| 31 Mar, 16 | 221 | 9.41% |
| 31 Dec, 15 | 202 | -2.42% |
| 30 Sep, 15 | 207 | 13.11% |
| 30 Jun, 15 | 183 | -14.88% |
| 31 Mar, 15 | 215 | 3.37% |
| 31 Dec, 14 | 208 | 16.85% |
| 30 Sep, 14 | 178 | -4.81% |
| 30 Jun, 14 | 187 | 5.06% |
| 31 Mar, 14 | 178 | 7.23% |
| 31 Dec, 13 | 166 | 15.28% |
| 30 Sep, 13 | 144 | 97.26% |
| 30 Jun, 13 | 73 | 8.96% |
| 31 Mar, 13 | 67 | 8.06% |
| 31 Dec, 12 | 62 | 6.90% |
| 30 Sep, 12 | 58 | 7.41% |
| 30 Jun, 12 | 54 | -1.82% |
| 31 Mar, 12 | 55 | 12.24% |
| 31 Dec, 11 | 49 | 11.36% |
| 30 Sep, 11 | 44 | -24.14% |
| 30 Jun, 11 | 58 | 28.89% |
| 31 Mar, 11 | 45 | 40.63% |
| 31 Dec, 10 | 32 | 23.08% |
| 30 Sep, 10 | 26 | 4.00% |
| 30 Jun, 10 | 25 | -13.79% |
| 31 Mar, 10 | 29 | 3.57% |
| 31 Dec, 09 | 28 | -15.15% |
| 30 Sep, 09 | 33 | 17.86% |
| 30 Jun, 09 | 28 | 40.00% |
| 31 Mar, 09 | 20 | -20.00% |
| 31 Dec, 08 | 25 | 78.57% |
| 30 Sep, 08 | 14 | - |
| 30 Jun, 08 | 14 | -22.22% |
| 31 Mar, 08 | 18 | 1700.00% |
| 31 Dec, 07 | 1 | -50.00% |
| 30 Sep, 07 | 2 | - |
| 30 Jun, 07 | - | - |
77 institutional shareholders have reduced their position in IVZ stock as of 30 Jun 24 compared to 159 in the previous quarter (a -51.57% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 229 | -55.71% | 54,247,450 | -81.89% | 11.88% | 0.27% | 105 | -58.33% | 77 | -51.57% |
| 31 Mar, 24 | 517 | 0.58% | 299,610,907 | 1.31% | 65.88% | 1.56% | 252 | 3.28% | 159 | -15.87% |
| 31 Dec, 23 | 514 | 2.39% | 295,726,638 | -0.33% | 65.02% | 1.55% | 244 | 14.02% | 189 | 4.42% |
| 30 Sep, 23 | 502 | 2.24% | 296,720,498 | -0.08% | 64.80% | 1.54% | 214 | 4.90% | 181 | -1.63% |
| 30 Jun, 23 | 491 | -6.30% | 296,967,722 | -4.22% | 64.83% | 1.42% | 204 | -22.73% | 184 | 14.29% |
| 31 Mar, 23 | 524 | -0.19% | 310,065,467 | -1.24% | 67.69% | 1.47% | 264 | 8.20% | 161 | -7.47% |
| 31 Dec, 22 | 525 | 2.94% | 313,970,585 | -1.48% | 67.84% | 1.39% | 244 | -4.69% | 174 | 22.54% |
| 30 Sep, 22 | 510 | -1.16% | 318,695,481 | 7.23% | 69.74% | 1.65% | 256 | 1.19% | 142 | -18.39% |
| 30 Jun, 22 | 516 | -3.91% | 297,205,781 | -1.00% | 65.11% | 1.53% | 253 | 4.55% | 174 | -5.95% |
| 31 Mar, 22 | 537 | -6.12% | 300,196,124 | -0.03% | 65.33% | 1.55% | 242 | -6.92% | 185 | -11.48% |
| 31 Dec, 21 | 572 | 0.18% | 300,298,896 | 2.46% | 64.89% | 1.62% | 260 | 1.96% | 209 | 0.48% |
| 30 Sep, 21 | 571 | -0.17% | 293,085,294 | 1.74% | 63.26% | 1.63% | 255 | -6.25% | 208 | 4.00% |
| 30 Jun, 21 | 572 | 4.57% | 288,070,429 | -0.04% | 62.25% | 1.60% | 272 | 8.80% | 200 | 1.52% |
| 31 Mar, 21 | 547 | 3.01% | 288,187,534 | -7.23% | 62.43% | 1.37% | 250 | -1.96% | 197 | 6.49% |
| 31 Dec, 20 | 531 | 12.26% | 310,657,124 | -5.27% | 67.61% | 1.34% | 255 | 26.24% | 185 | 1.65% |
| 30 Sep, 20 | 473 | 0.85% | 327,947,164 | 4.07% | 71.12% | 1.52% | 202 | -7.34% | 182 | 3.41% |
| 30 Jun, 20 | 469 | -9.11% | 315,115,028 | 3.91% | 68.49% | 1.55% | 218 | -18.05% | 176 | 6.67% |
| 31 Mar, 20 | 516 | -6.18% | 303,268,924 | 0.11% | 66.55% | 1.50% | 266 | 3.50% | 165 | -16.24% |
| 31 Dec, 19 | 550 | 0.36% | 302,949,725 | -0.42% | 66.71% | 1.54% | 257 | 3.63% | 197 | -3.90% |
| 30 Sep, 19 | 548 | -1.26% | 304,233,498 | -4.88% | 65.74% | 1.20% | 248 | -11.11% | 205 | 17.82% |
| 30 Jun, 19 | 555 | 0.54% | 319,844,165 | 3.90% | 74.11% | 1.26% | 279 | 1.82% | 174 | -5.43% |
| 31 Mar, 19 | 552 | -1.25% | 307,837,753 | -4.92% | 76.65% | 1.24% | 274 | 4.58% | 184 | -10.24% |
| 31 Dec, 18 | 559 | -6.37% | 323,778,565 | -2.25% | 78.51% | 1.23% | 262 | -12.96% | 205 | 4.06% |
| 30 Sep, 18 | 597 | 1.02% | 331,240,553 | 1.21% | 79.95% | 1.20% | 301 | 2.73% | 197 | -1.01% |
| 30 Jun, 18 | 591 | -2.96% | 327,267,207 | -0.66% | 81.57% | 1.27% | 293 | -5.18% | 199 | -1.49% |
| 31 Mar, 18 | 609 | -4.40% | 329,446,240 | -1.67% | 80.10% | 1.20% | 309 | -7.49% | 202 | -3.35% |
| 31 Dec, 17 | 637 | 12.74% | 335,044,486 | 0.53% | 81.84% | 1.17% | 334 | 22.79% | 209 | 7.73% |
| 30 Sep, 17 | 565 | -4.88% | 333,273,435 | 1.69% | 83.78% | 1.23% | 272 | -2.86% | 194 | -5.83% |
| 30 Jun, 17 | 594 | 3.85% | 327,735,941 | 0.23% | 82.45% | 1.21% | 280 | 1.82% | 206 | 0.98% |
| 31 Mar, 17 | 572 | -1.38% | 326,974,612 | -0.70% | 82.67% | 1.31% | 275 | -8.64% | 204 | 6.25% |
| 31 Dec, 16 | 580 | 8.21% | 329,278,005 | 3.06% | 79.40% | 1.25% | 301 | 28.09% | 192 | -9.00% |
| 30 Sep, 16 | 536 | -2.72% | 319,506,783 | -2.39% | 79.84% | 1.23% | 235 | -18.40% | 211 | 22.67% |
| 30 Jun, 16 | 551 | 3.77% | 327,323,890 | -2.97% | 80.54% | 1.18% | 288 | 20.50% | 172 | -22.17% |
| 31 Mar, 16 | 531 | -3.10% | 337,354,076 | -2.75% | 82.75% | 1.27% | 239 | -8.08% | 221 | 9.41% |
| 31 Dec, 15 | 548 | -0.90% | 346,879,294 | -0.30% | 80.88% | 1.17% | 260 | 2.36% | 202 | -2.42% |
| 30 Sep, 15 | 553 | -2.64% | 347,937,572 | -2.94% | 83.24% | 1.15% | 254 | -14.77% | 207 | 13.11% |
| 30 Jun, 15 | 568 | 2.71% | 358,484,258 | -0.97% | 85.17% | 1.15% | 298 | 13.74% | 183 | -14.88% |
| 31 Mar, 15 | 553 | -3.83% | 361,979,750 | -0.31% | 86.00% | 1.22% | 262 | -6.43% | 215 | 3.37% |
| 31 Dec, 14 | 575 | 9.32% | 363,115,952 | -0.23% | 83.82% | 1.19% | 280 | 7.69% | 208 | 16.85% |
| 30 Sep, 14 | 526 | 5.62% | 363,947,246 | -0.58% | 83.80% | 1.19% | 260 | 15.56% | 178 | -4.81% |
| 30 Jun, 14 | 498 | 1.84% | 366,056,189 | -2.25% | 84.02% | 1.14% | 225 | -3.02% | 187 | 5.06% |
| 31 Mar, 14 | 489 | - | 374,468,625 | 3.68% | 85.73% | 1.32% | 232 | -6.83% | 178 | 7.23% |
| 31 Dec, 13 | 489 | 11.14% | 361,177,807 | -6.94% | 80.71% | 1.08% | 249 | 19.71% | 166 | 15.28% |
| 30 Sep, 13 | 440 | 3.29% | 388,097,127 | 2.07% | 86.65% | 1.21% | 208 | -33.12% | 144 | 97.26% |
| 30 Jun, 13 | 426 | 147.67% | 380,214,092 | 117.04% | 84.66% | 5.53% | 311 | 279.27% | 73 | 8.96% |
| 31 Mar, 13 | 172 | 0.58% | 175,177,689 | -12.54% | 39.12% | 1.99% | 82 | -9.89% | 67 | 8.06% |
| 31 Dec, 12 | 171 | 10.32% | 200,295,190 | -3.47% | 44.28% | 2.09% | 91 | 4.60% | 62 | 6.90% |
| 30 Sep, 12 | 155 | 4.73% | 207,500,679 | 1.27% | 45.98% | 2.27% | 87 | 7.41% | 58 | 7.41% |
| 30 Jun, 12 | 148 | -3.27% | 204,891,646 | -5.42% | 45.00% | 1.98% | 81 | -4.71% | 54 | -1.82% |
| 31 Mar, 12 | 153 | 18.60% | 216,633,346 | 3.45% | 47.69% | 2.33% | 85 | 25.00% | 55 | 12.24% |
| 31 Dec, 11 | 129 | -0.77% | 209,399,426 | -2.55% | 45.24% | 2.07% | 68 | -9.33% | 49 | 11.36% |
| 30 Sep, 11 | 130 | 4.00% | 214,886,142 | 8.66% | 46.77% | 2.59% | 75 | 41.51% | 44 | -24.14% |
| 30 Jun, 11 | 125 | -4.58% | 197,767,816 | 29.25% | 42.48% | 4.01% | 53 | -28.38% | 58 | 28.89% |
| 31 Mar, 11 | 131 | 8.26% | 153,010,727 | 7.60% | 32.56% | 3.41% | 74 | -8.64% | 45 | 40.63% |
| 31 Dec, 10 | 121 | 17.48% | 142,196,680 | 18.43% | 30.89% | 4.87% | 81 | 28.57% | 32 | 23.08% |
| 30 Sep, 10 | 103 | -2.83% | 120,063,793 | -12.04% | 25.19% | 2.80% | 63 | -3.08% | 26 | 4.00% |
| 30 Jun, 10 | 106 | 1.92% | 136,491,313 | 15.59% | 30.00% | 4.15% | 65 | -2.99% | 25 | -13.79% |
| 31 Mar, 10 | 104 | -0.95% | 118,080,068 | -5.38% | 26.90% | 3.01% | 67 | 3.08% | 29 | 3.57% |
| 31 Dec, 09 | 105 | -0.94% | 124,789,729 | 17.44% | 29.91% | 4.94% | 65 | 10.17% | 28 | -15.15% |
| 30 Sep, 09 | 106 | 8.16% | 106,253,797 | 18.32% | 24.62% | 5.20% | 59 | -1.67% | 33 | 17.86% |
| 30 Jun, 09 | 98 | 15.29% | 89,801,028 | 0.15% | 21.75% | 4.20% | 60 | 7.14% | 28 | 40.00% |
| 31 Mar, 09 | 85 | 1.19% | 89,664,419 | -15.68% | 22.75% | 3.13% | 56 | - | 20 | -20.00% |
| 31 Dec, 08 | 84 | - | 106,335,054 | 45.51% | 26.98% | 7.53% | 56 | -8.20% | 25 | 78.57% |
| 30 Sep, 08 | 84 | 10.53% | 73,075,330 | 3.93% | 18.93% | 5.75% | 61 | 15.09% | 14 | - |
| 30 Jun, 08 | 76 | 8.57% | 70,314,205 | -7.15% | 18.14% | 4.76% | 53 | 20.45% | 14 | -22.22% |
| 31 Mar, 08 | 70 | 20.69% | 75,731,749 | -83.84% | 19.52% | 0.13% | 44 | -21.43% | 18 | 1700.00% |
| 31 Dec, 07 | 58 | 2800.00% | 468,780,061 | 17555.63% | 120.82% | 25801.01% | 56 | - | 1 | -50.00% |
| 30 Sep, 07 | 2 | - | 2,655,130 | -18.90% | 0.68% | 96.11% | - | -100.00% | 2 | - |
| 30 Jun, 07 | 2 | - | 3,273,830 | - | 0.84% | - | 2 | - | - | - |
Invesco Insider Shareholders Trades
Open Market Insider Trades
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Invesco's stock was made by DUKES LAURA ALLISON on May 17 2024, selling 25,097 shares at $16.31 per share (valued at $409.33K).
Invesco Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 10 | 1 | 1000.00% |
| Q1 2024 | 19 | 13 | 146.15% |
| Q4 2023 | 4 | - | - |
| Q3 2023 | 17 | 14 | 121.43% |
| Q2 2023 | 12 | 3 | 400.00% |
| Q1 2023 | 22 | 26 | 84.62% |
| Q4 2022 | - | 1 | - |
| Q3 2022 | 8 | 14 | 57.14% |
| Q2 2022 | 19 | 3 | 633.33% |
| Q1 2022 | 32 | 17 | 188.24% |
| Q4 2021 | 11 | 13 | 84.62% |
| Q3 2021 | 5 | 10 | 50.00% |
| Q2 2021 | 24 | 7 | 342.86% |
| Q1 2021 | 34 | 17 | 200.00% |
| Q4 2020 | 11 | 2 | 550.00% |
| Q3 2020 | 19 | 8 | 237.50% |
| Q2 2020 | 9 | - | - |
| Q1 2020 | 31 | 16 | 193.75% |
| Q4 2019 | 8 | 2 | 400.00% |
| Q3 2019 | 16 | 5 | 320.00% |
10 total buy trades, and 1 total sell trades (buy/sell ratio of 10.00%) were made by Invesco's insiders, as of Q2 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | - | - | - |
| Q1 2024 | - | - | - |
| Q4 2023 | 4 | - | - |
| Q3 2023 | 4 | - | - |
| Q2 2023 | - | - | - |
| Q1 2023 | - | 6 | - |
| Q4 2022 | - | - | - |
| Q3 2022 | - | - | - |
| Q2 2022 | 5 | - | - |
| Q1 2022 | 12 | 2 | 600.00% |
| Q4 2021 | 1 | 2 | 50.00% |
| Q3 2021 | - | 1 | - |
| Q2 2021 | - | 3 | - |
| Q1 2021 | - | 2 | - |
| Q4 2020 | - | - | - |
| Q3 2020 | 3 | - | - |
| Q2 2020 | 1 | - | - |
| Q1 2020 | - | - | - |
| Q4 2019 | - | - | - |
| Q3 2019 | - | - | - |
As of Q2 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Invesco's stocks.
Invesco Peer Ownership
| Ticker | Company |
|---|---|
| NTRS | Northern Trust Corporation |
| SEIC | SEI Investments Company |
| AMP | Ameriprise Financial, Inc. |
| BEN | Franklin Resources, Inc. |
| FHI | Federated Hermes, Inc. |
| STT | State Street Corporation |
| AMG | Affiliated Managers Group, Inc. |
| BK | The Bank of New York Mellon Corporation |
| TROW | T. Rowe Price Group, Inc. |
| BSIG | BrightSphere Investment Group Inc. |
| APAM | Artisan Partners Asset Management Inc. |
| PFG | Principal Financial Group, Inc. |
IVZ Ownership FAQ
Who Owns Invesco?
Invesco is owned by institutional shareholders (11.88%), insiders (1.66%), and public (86.46%). The largest institutional shareholder of Invesco is BLACKROCK INC. (11.88% of total shares) and the top mutual fund owner is SCHRODER GLOBAL SERIES TRUST (24.50% of total shares).
Who are the major institutional shareholders of Invesco?
Invesco's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, TRIAN FUND MANAGEMENT, L.P., STATE STREET CORP, and DIMENSIONAL FUND ADVISORS LP. The top five shareholders own together 37.31% of the company's share outstanding.
How many Invesco shareholders are there?
As of Jun 2024, there are 229 institutional shareholders of Invesco.
What percentage of Invesco is owned by BLACKROCK INC?
BLACKROCK INC owns 54.21M shares of Invesco, representing 11.88% of the company's total shares outstanding, valued at $810.97M (as of Jun 2024).
What percentage of Invesco is owned by VANGUARD GROUP INC?
As of Jun 2024, VANGUARD GROUP INC holds 49.88M shares of Invesco (IVZ), compromising 10.93% of the company, valued at $746.18M.
What percentage of Invesco is owned by TRIAN FUND MANAGEMENT, L.P?
TRIAN FUND MANAGEMENT, L.P is the third largest holder of Invesco. The company owns 27.22M of the company's shares outstanding (worth $407.27M).