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Disclosery

IVZ INVESCO LTD

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Stock (common), issuer CIK 914208

511 managers (524 13F filers) reported a position in IVZ shares at 2024-12-31, 402,859,948 shares in all. 55 filers opened a position and 46 filers sold out during the quarter.

Managers
511
13F filers
524
New
55
Added
198
Reduced
163
Sold out
46
Shares held by filers
402,859,948

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Deseret Mutual Benefit Administrators1,824$31.9K0.02%013F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC1,751$31K0.01%-28513F-HRTimeline
UMB Bank, n.a.1,770$30.9K<0.01%+28013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Manchester Capital Management LLC1,710$29.9K<0.01%-1913F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,600$28K0.01%013F-HRTimeline
Avior Wealth Management, LLC1,561$27.3K<0.01%+1113F-HRTimeline
WHITTIER TRUST CO1,545$27K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,353$23.6K<0.01%013F-HRTimeline
Venturi Wealth Management, LLC1,279$22.4K<0.01%+67713F-HRTimeline
IFP Advisors, Inc1,262$22.1K<0.01%+71813F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,257$22K<0.01%013F-HRTimeline
Castleview Partners, LLC1,123$19.8K0.01%013F-HR/ATimeline
CENTRAL TRUST Co1,123$19.6K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC1,090$19.1K<0.01%+23213F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…1,137$19K<0.01%new13F-HRTimelineGroup
Cromwell Holdings LLC1,001$17.5K0.01%013F-HRTimeline
TD Waterhouse Canada Inc.1,000$17.5K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC960$16.8K<0.01%-6313F-HRTimeline
Arax Advisory Partners959$16.8K<0.01%+4113F-HRTimeline
Rosenberg Matthew Hamilton950$16.6K<0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.934$16.3K0.01%-70013F-HRTimeline
Hexagon Capital Partners LLC924$16.2K<0.01%+10213F-HRTimeline
Versant Capital Management, Inc846$14.8K<0.01%+17513F-HRTimeline
Global X Japan Co., Ltd.796$13.9K<0.01%+16313F-HRTimeline
Parkside Financial Bank & Trust775$13.5K<0.01%+5313F-HRTimeline
SALEM INVESTMENT COUNSELORS INC750$13.1K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Lindbrook Capital, LLC734$12.8K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.705$12.3K0.01%13F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.687$12K<0.01%-10813F-HRTimelineGroup
Quarry LP669$11.7K<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK653$11.4K<0.01%013F-HRTimelineGroup
Continuum Advisory, LLC625$10.9K<0.01%-2313F-HRTimeline
Blue Trust, Inc.596$10.4K<0.01%-6,18713F-HR/ATimeline
Elequin Capital, LP570$9.96K<0.01%-58313F-HRTimeline
Steward Partners Investment Advisory, L…567$9.91K<0.01%-4313F-HRTimeline
Dogwood Wealth Management LLC472$8.24K<0.01%new13F-HRTimeline
Avion Wealth500$8K<0.01%013F-HRTimeline
Red Tortoise LLC446$7.8K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC433$7.57K<0.01%013F-HRTimeline
Fortitude Family Office, LLC407$7.11K<0.01%013F-HRTimeline
CoreCap Advisors, LLC400$6.99K<0.01%-37413F-HRTimeline
Raleigh Capital Management Inc.372$6.5K<0.01%+19513F-HRTimeline
JFS WEALTH ADVISORS, LLC352$6.15K<0.01%+813F-HRTimeline
Hemington Wealth Management359$6K<0.01%+10413F-HRTimeline
First Horizon Advisors, Inc.336$5.88K<0.01%+113F-HRTimeline
Transce3nd, LLC300$5.24K<0.01%13F-HRTimeline
Cape Investment Advisory, Inc.294$5.14K<0.01%013F-HRTimeline
Hilltop National Bank288$5.03K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc267$4.67K<0.01%-21213F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH267$4.67K<0.01%013F-HRTimeline
DT Investment Partners, LLC266$4.65K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV257$4.49K<0.01%+10513F-HRTimeline
Cornerstone Planning Group LLC247$4.38K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…247$4.32K<0.01%013F-HRTimelineGroup
Whipplewood Advisors, LLC239$4.18K<0.01%13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…232$4.07K<0.01%+213F-HRTimeline
Global Retirement Partners, LLC200$3.5K<0.01%-5113F-HRTimeline
WealthCollab, LLC179$3.13K<0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC211$3K<0.01%13F-HRTimeline
Jackson, Grant Investment Advisers, Inc.171$2.99K<0.01%013F-HRTimeline
EASTERN BANK161$2.81K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO152$2.66K<0.01%+3013F-HRTimelineGroup
Prestige Wealth Management Group LLC118$2.06K<0.01%013F-HR/ATimeline
ORG Partners LLC115$2.01K<0.01%013F-HRTimeline
GW&K Investment Management, LLC126$2K<0.01%013F-HRTimeline
FSA Wealth Management LLC112$1.96K<0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department107$1.87K<0.01%13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management98$1.71K<0.01%013F-HRTimelineGroup
Trifecta Capital Advisors, LLC97$1.7K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.96$1.68K<0.01%+513F-HRTimeline
MV CAPITAL MANAGEMENT, INC.94$1.64K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.92$1.61K<0.01%-913F-HRTimeline
CVA Family Office, LLC86$1.5K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.80$1.4K<0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC80$1.4K<0.01%013F-HRTimeline
TFC Financial Management, Inc.77$1.35K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.69$1.21K<0.01%new13F-HRTimelineGroup
SIERRA OCEAN, LLC66$1.17K<0.01%13F-HRTimeline
Dunhill Financial, LLC66$1.16K<0.01%+2513F-HRTimeline
Zions Bancorporation, N.A.64$1.12K<0.01%013F-HRTimeline
WPG Advisers, LLC60$1.05K<0.01%13F-HRTimeline
Caitlin John, LLC53$926<0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC51$892<0.01%013F-HRTimeline
NVWM, LLC51$891<0.01%013F-HRTimeline
Sugarloaf Wealth Management, LLC50$874<0.01%013F-HRTimeline
Sound Income Strategies, LLC45$787<0.01%013F-HRTimeline
Geneos Wealth Management Inc.43$752<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC43$752<0.01%-4313F-HRTimeline
BOK Financial Private Wealth, Inc.33$577<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc32$559<0.01%-6913F-HRTimeline
Heritage Wealth Advisors29$507<0.01%+513F-HRTimeline
Global Financial Private Client, LLC27$472<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC27$472<0.01%13F-HRTimeline
Plante Moran Financial Advisors, LLC26$454<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…25$435<0.01%-113F-HRTimeline
NewSquare Capital LLC23$402<0.01%new13F-HRTimeline
Grove Bank & Trust20$350<0.01%new13F-HRTimeline
WealthTrak Capital Management LLC20$350<0.01%13F-HRTimeline
Parkworth Wealth Management, Inc.19$332<0.01%13F-HRTimeline
Capital A Wealth Management, LLC19$332<0.01%13F-HRTimeline
LANARK FINANCIAL, INC.17$2980.03%-17,72813F-HRTimeline
Crewe Advisors LLC16$280<0.01%new13F-HRTimeline
Rakuten Securities, Inc.10$175<0.01%+713F-HRTimeline
Sugar Maple Asset Management, LLC10$175<0.01%new13F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC10$174<0.01%013F-HRTimeline
WestEnd Advisors, LLC9$157<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.7$122<0.01%013F-HR/ATimeline
Larson Financial Group LLC3$52<0.01%013F-HRTimeline
Activest Wealth Management3$52<0.01%new13F-HRTimeline
Parallax Volatility Advisers, L.P.1$17<0.01%-125,65613F-HRTimeline
REAP Financial Group, LLC1$9<0.01%new13F-HRTimeline