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Disclosery

IVZ INVESCO LTD

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Stock (common), issuer CIK 914208

508 managers (523 13F filers) reported a position in IVZ shares at 2025-06-30, 411,848,755 shares in all. 72 filers opened a position and 70 filers sold out during the quarter.

Managers
508
13F filers
523
New
72
Added
202
Reduced
186
Sold out
70
Shares held by filers
411,848,755

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
OPTIMUM INVESTMENT ADVISORS1,600$25.2K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB1,494$23.6K<0.01%-49113F-HRTimeline
Clearstead Advisors, LLC1,474$23.2K<0.01%-1,26613F-HRTimeline
Crews Bank & Trust1,325$20.9K<0.01%013F-HRTimeline
MUFG Securities EMEA plc1,320$20.8K<0.01%new13F-HR/ATimeline
MassMutual Private Wealth & Trust, FSB1,313$20.7K<0.01%-20813F-HRTimeline
PRIVATE TRUST CO NA1,267$20K<0.01%-8613F-HRTimeline
Altshuler Shaham Ltd1,224$19.3K<0.01%new13F-HRTimeline
Independence Bank of Kentucky1,210$19.1K<0.01%new13F-HRTimeline
CYBER HORNET ETFs LLC1,188$19K0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.1,000$16.1K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton950$15K<0.01%013F-HRTimeline
Leonteq Securities AG948$14.9K<0.01%+44413F-HRTimeline
NewSquare Capital LLC941$14.8K<0.01%+85013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.934$14.7K0.01%013F-HRTimeline
Larson Financial Group LLC908$14.3K<0.01%+46413F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO815$12.9K<0.01%+30713F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC788$12.4K<0.01%new13F-HR/ATimeline
SALEM INVESTMENT COUNSELORS INC750$11.8K<0.01%013F-HR/ATimeline
Clearstead Trust, LLC732$11.5K<0.01%new13F-HRTimeline
WHITTIER TRUST CO731$11.5K<0.01%-38313F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV698$11K<0.01%+43113F-HRTimeline
Blue Trust, Inc.671$10.6K<0.01%-39813F-HRTimeline
Hemington Wealth Management638$10K<0.01%+10813F-HRTimeline
Cromwell Holdings LLC624$9.84K0.01%-37713F-HRTimeline
Addison Advisors LLC565$8.91K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…520$8.2K<0.01%-4313F-HRTimeline
Dogwood Wealth Management LLC484$8.09K<0.01%+613F-HRTimeline
Avion Wealth536$8K<0.01%+3613F-HR/ATimeline
HANTZ FINANCIAL SERVICES, INC.527$8K<0.01%+48713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
First Horizon Advisors, Inc.474$7.49K<0.01%+15013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC336$7.07K<0.01%new13F-HRTimeline
Red Tortoise LLC446$7.03K<0.01%013F-HRTimeline
True Wealth Design, LLC443$6.99K<0.01%-1,75113F-HRTimeline
Whipplewood Advisors, LLC381$6.01K<0.01%-59,13813F-HRTimeline
WPG Advisers, LLC336$5.3K<0.01%+27613F-HRTimeline
Smartleaf Asset Management LLC329$5.17K<0.01%-61713F-HRTimeline
Activest Wealth Management321$5.06K<0.01%+32113F-HRTimeline
Cape Investment Advisory, Inc.302$4.76K<0.01%+8213F-HRTimeline
SUMMIT SECURITIES GROUP LLC301$4.75K<0.01%-2,38713F-HRTimeline
Fortitude Family Office, LLC271$4.27K<0.01%-13613F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH267$4.21K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC258$4.07K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…247$3.9K<0.01%013F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…238$3.77K<0.01%+313F-HRTimeline
WealthCollab, LLC235$3.71K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC231$3.64K<0.01%-14413F-HRTimeline
Wood Tarver Financial Group, LLC200$3K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors190$3K<0.01%new13F-HRTimelineGroup
ORG Partners LLC172$2.78K<0.01%+5713F-HRTimeline
Jackson, Grant Investment Advisers, Inc.171$2.7K<0.01%013F-HRTimeline
Hilltop National Bank162$2.56K<0.01%13F-HRTimeline
EASTERN BANK161$2.54K<0.01%013F-HRTimeline
Headlands Technologies LLC148$2.33K<0.01%-9,44813F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp138$2.18K<0.01%-17613F-HRTimelineGroup
GeoWealth Management, LLC129$2.03K<0.01%new13F-HRTimeline
GW&K Investment Management, LLC139$2K<0.01%+2713F-HRTimeline
Global Retirement Partners, LLC126$1.99K<0.01%13F-HRTimeline
SIMA Wealth Partners, LLC125$1.97K<0.01%013F-HRTimeline
CENTRAL TRUST Co123$1.94K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC91$1.93K<0.01%-20913F-HRTimeline
Prestige Wealth Management Group LLC118$1.86K<0.01%013F-HR/ATimeline
FSA Wealth Management LLC112$1.77K<0.01%013F-HRTimeline
NewEdge Advisors, LLC108$1.7K<0.01%+113F-HRTimeline
Rialto Wealth Management, LLC105$1.66K<0.01%new13F-HRTimeline
Nova Wealth Management, Inc.100$1.58K<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.97$1.53K<0.01%+1313F-HRTimeline
Howard Hughes Medical Institute96$1.51K<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.90$1.41K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV85$1.34K<0.01%+1013F-HRTimeline
Geneos Wealth Management Inc.83$1.31K<0.01%-313F-HRTimeline
1620 INVESTMENT ADVISORS, INC.80$1.26K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC80$1.26K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.63$994<0.01%-11,49913F-HRTimeline
Hughes Financial Services, LLC42$886<0.01%-2313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management56$883<0.01%-81113F-HRTimelineGroup
Tidemark, LLC55$867<0.01%013F-HRTimeline
Grove Bank & Trust53$836<0.01%-15213F-HRTimeline
SJS Investment Consulting Inc.52$821<0.01%-3813F-HRTimeline
Private Wealth Management Group, LLC46$726<0.01%-29913F-HRTimeline
Principia Wealth Advisory, LLC45$710<0.01%+1013F-HRTimeline
American Capital Advisory, LLC41$647<0.01%new13F-HRTimeline
Dunhill Financial, LLC40$639<0.01%-113F-HRTimeline
Kilter Group LLC40$631<0.01%new13F-HRTimeline
Bayforest Capital Ltd39$615<0.01%-6,45213F-HRTimeline
CVA Family Office, LLC38$599<0.01%-3513F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…36$568<0.01%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.35$552<0.01%-4113F-HRTimeline
TFC Financial Management, Inc.35$552<0.01%-10513F-HRTimeline
Sound Income Strategies, LLC34$536<0.01%-15413F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC34$536<0.01%new13F-HRTimeline
Rise Advisors, LLC32$505<0.01%013F-HRTimeline
HFM Investment Advisors, LLC32$505<0.01%+1513F-HRTimeline
Crewe Advisors LLC31$489<0.01%+1513F-HRTimeline
Bay Harbor Wealth Management, LLC26$410<0.01%+1913F-HRTimeline
Rossby Financial, LCC26$410<0.01%new13F-HRTimeline
WealthTrak Capital Management LLC25$395<0.01%-1513F-HRTimeline
Strengthening Families & Communities, L…22$352<0.01%new13F-HRTimeline
Quaker Wealth Management, LLC22$347<0.01%new13F-HRTimeline
Garde Capital, Inc.20$316<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.19$300<0.01%+513F-HRTimeline
CoreCap Advisors, LLC16$252<0.01%-93213F-HRTimeline
WestEnd Advisors, LLC10$158<0.01%-313F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.9$142<0.01%-1113F-HR/ATimelineGroup
SOA Wealth Advisors, LLC.7$113<0.01%013F-HRTimeline
Stephens Consulting, LLC1$16<0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC21$00%new13F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.