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Disclosery

IVZ INVESCO LTD

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Stock (common), issuer CIK 914208

507 managers (520 13F filers) reported a position in IVZ shares at 2025-03-31, 407,470,960 shares in all. 61 filers opened a position and 68 filers sold out during the quarter.

Managers
507
13F filers
520
New
61
Added
208
Reduced
179
Sold out
68
Shares held by filers
407,470,960

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Manchester Capital Management LLC2,220$33.7K<0.01%+51013F-HRTimeline
True Wealth Design, LLC2,194$33.3K0.01%-2,98913F-HRTimeline
SVB WEALTH LLC2,131$32.3K<0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC2,100$31.9K<0.01%-713F-HRTimeline
Pinnacle Bancorp, Inc.2,000$30.3K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB1,985$30.1K<0.01%013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.1,969$29.9K<0.01%+1,28213F-HRTimelineGroup
CI INVESTMENTS INC.in group CI INVESTMENTS INC.1,828$28K<0.01%-14513F-HRTimelineGroup
Deseret Mutual Benefit Administrators1,824$27.7K0.01%013F-HRTimeline
UMB Bank, n.a.1,799$27.3K<0.01%+2913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
OPTIMUM INVESTMENT ADVISORS1,600$24.3K0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,521$23.1K<0.01%+26413F-HRTimeline
IFP Advisors, Inc1,366$20.7K<0.01%+10413F-HRTimeline
PRIVATE TRUST CO NA1,353$20.5K<0.01%013F-HRTimeline
Crews Bank & Trust1,325$20.1K<0.01%-1,20013F-HRTimeline
Caitong International Asset Management …1,271$19.3K0.01%-1,47013F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding1,234$18.7K-73,122Timeline
WHITTIER TRUST CO1,114$16.9K<0.01%-43113F-HRTimeline
Blue Trust, Inc.1,069$16.2K<0.01%+47313F-HRTimeline
Hexagon Capital Partners LLC1,056$16K<0.01%+13213F-HRTimeline
Cromwell Holdings LLC1,001$15.2K0.01%013F-HRTimeline
TD Waterhouse Canada Inc.1,000$15.1K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton950$14.4K<0.01%013F-HRTimeline
CoreCap Advisors, LLC948$14.4K<0.01%+54813F-HRTimeline
Smartleaf Asset Management LLC946$14.4K<0.01%-14413F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.934$14.2K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management867$13.2K<0.01%+76913F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC750$11.4K<0.01%013F-HRTimeline
Lindbrook Capital, LLC734$11.1K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…563$8.54K<0.01%-413F-HRTimeline
Hemington Wealth Management530$8K<0.01%+17113F-HRTimeline
Avion Wealth500$8K<0.01%013F-HRTimeline
Continuum Advisory, LLC526$7.98K<0.01%-9913F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO508$7.71K<0.01%+35613F-HRTimelineGroup
Leonteq Securities AG504$7.57K<0.01%-12,66613F-HRTimeline
Dogwood Wealth Management LLC478$7.25K<0.01%+613F-HRTimeline
Red Tortoise LLC446$6.77K<0.01%013F-HRTimeline
Larson Financial Group LLC444$6.74K<0.01%+44113F-HRTimeline
Fortitude Family Office, LLC407$6.17K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC375$5.69K<0.01%+2313F-HRTimeline
Private Wealth Management Group, LLC345$5.23K<0.01%-8813F-HRTimeline
First Horizon Advisors, Inc.324$4.93K<0.01%-1213F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp314$4.76K<0.01%new13F-HRTimelineGroup
Cornerstone Planning Group LLC300$4.05K<0.01%+5313F-HRTimeline
Bell Investment Advisors, Inc267$4.05K<0.01%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH267$4.05K<0.01%013F-HRTimeline
DT Investment Partners, LLC266$4.04K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV267$4K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…247$3.75K<0.01%013F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…235$3.57K<0.01%+313F-HRTimeline
WealthCollab, LLC235$3.56K<0.01%+5613F-HRTimeline
Cape Investment Advisory, Inc.220$3.34K<0.01%-7413F-HRTimeline
Grove Bank & Trust205$3.11K<0.01%+18513F-HRTimeline
Wood Tarver Financial Group, LLC200$3.03K<0.01%-1113F-HRTimeline
Sound Income Strategies, LLC188$2.85K<0.01%+14313F-HRTimeline
Jackson, Grant Investment Advisers, Inc.171$2.59K<0.01%013F-HRTimeline
EASTERN BANK161$2.44K<0.01%013F-HRTimeline
TFC Financial Management, Inc.140$2.12K<0.01%+6313F-HRTimeline
GW&K Investment Management, LLC112$2K<0.01%-1413F-HRTimeline
SIMA Wealth Partners, LLC125$1.9K<0.01%new13F-HRTimeline
MOTCO125$1.9K<0.01%new13F-HRTimeline
CENTRAL TRUST Co123$1.87K<0.01%-1,00013F-HRTimeline
Prestige Wealth Management Group LLC118$1.79K<0.01%013F-HR/ATimeline
ORG Partners LLC115$1.75K<0.01%013F-HRTimeline
FSA Wealth Management LLC112$1.7K<0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department107$1.62K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC107$1.62K<0.01%-12,45413F-HRTimeline
Trifecta Capital Advisors, LLC97$1.47K<0.01%013F-HRTimeline
NewSquare Capital LLC91$1.38K<0.01%+6813F-HRTimeline
SJS Investment Consulting Inc.90$1.37K<0.01%-213F-HRTimeline
Quest 10 Wealth Builders, Inc.90$1.36K<0.01%-61513F-HRTimeline
Geneos Wealth Management Inc.86$1.3K<0.01%+4313F-HRTimeline
DiNuzzo Private Wealth, Inc.84$1.27K<0.01%-1213F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC82$1.24K<0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.80$1.21K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC80$1.21K<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.76$1.15K<0.01%-1813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV75$1.14K<0.01%-18213F-HRTimeline
CVA Family Office, LLC73$1.11K<0.01%-1313F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.40$1K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Hughes Financial Services, LLC65$987<0.01%new13F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…64$971<0.01%13F-HRTimeline
Global Financial Private Client, LLC60$910<0.01%+3313F-HRTimeline
WPG Advisers, LLC60$910<0.01%013F-HRTimeline
Tidemark, LLC55$834<0.01%new13F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC51$774<0.01%013F-HRTimeline
Greenline Partners, LLC45$683<0.01%new13F-HRTimeline
Dunhill Financial, LLC41$622<0.01%-2513F-HRTimeline
WealthTrak Capital Management LLC40$607<0.01%+2013F-HRTimeline
Capital A Wealth Management, LLC34$516<0.01%+1513F-HRTimeline
AdvisorNet Financial, Inc33$501<0.01%+113F-HRTimeline
Rise Advisors, LLC32$485<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC35$478<0.01%+813F-HRTimeline
Garde Capital, Inc.20$304<0.01%new13F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.20$303<0.01%+1013F-HRTimelineGroup
HFM Investment Advisors, LLC17$258<0.01%13F-HRTimeline
Crewe Advisors LLC16$243<0.01%013F-HRTimeline
NVWM, LLC15$228<0.01%-3613F-HRTimeline
Parkworth Wealth Management, Inc.14$212<0.01%-513F-HRTimeline
WestEnd Advisors, LLC13$197<0.01%+413F-HRTimeline
GoalVest Advisory LLC9$137<0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.7$107<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC7$106<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-2513F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Activest Wealth Management0$00%-313F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
SIERRA OCEAN, LLC0$00%-6613F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Whipplewood Advisors, LLC59,519$3.87K+59,28013F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.