Also trades as: 0UAN.L (LSE) · $vol 0M
IVZ Institutional Ownership
Invesco Ltd.
1W: +0.9%
1M: -7.7%
3M: -3.0%
YTD: +6.8%
1Y: +27.0%
3Y: +148.6%
5Y: +39.4%
$28.43
-0.10 (-0.35%)
After Hours: $28.87 (+0.44, +1.53%)
Weekly Expected Move ±3.6%
$26
$27
$28
$29
$30
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Overview
News
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Dividends
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
Institutional Ownership — IVZ
738
Institutional Holders
+20 vs prior quarter
0.0%
Ownership
+0.00pp
$11B
Total Invested
106
New Positions
261
Increased
287
Reduced
62
Closed
0.82
Put/Call Ratio
Ownership Trends
Top Institutional Holders (800 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 81,332,319 | $2.3B | — | +0.0% | 8Q | SEC ↗ |
| 2 | BlackRock, Inc. | 38,713,707 | $1.1B | -34,114 | -0.1% | 8Q | SEC ↗ |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 28,104,027 | $802M | +138,964 | +0.5% | 2Q | SEC ↗ |
| 4 | DIMENSIONAL FUND ADVISORS LP | 21,716,982 | $620M | +355,863 | +1.7% | 75Q | SEC ↗ |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 18,458,992 | $527M | -803,831 | -4.2% | 2Q | SEC ↗ |
| 6 | STATE STREET CORP | 16,793,008 | $479M | +87,930 | +0.5% | 46Q | SEC ↗ |
| 7 | MILLENNIUM MANAGEMENT LLC | 15,689,569 | $448M | -5,959,106 | -27.5% | 15Q | SEC ↗ |
| 8 | AQR CAPITAL MANAGEMENT LLC | 12,604,180 | $360M | +79,749 | +0.6% | 47Q | SEC ↗ |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 12,503,038 | $357M | -338,156 | -2.6% | 75Q | SEC ↗ |
| 10 | GOLDMAN SACHS GROUP INC | 11,149,168 | $318M | +605,275 | +5.7% | 15Q | SEC ↗ |
| 11 | PRICE T ROWE ASSOCIATES INC /MD | 10,616,670 | $303M | -1,501,048 | -12.4% | 16Q | SEC ↗ |
| 12 | Invesco Ltd. | 9,309,278 | $266M | -1,248,747 | -11.8% | 3Q | SEC ↗ |
| 13 | MORGAN STANLEY | 8,793,669 | $251M | +823,967 | +10.3% | 60Q | SEC ↗ |
| 14 | NORTHERN TRUST CORP | 6,059,777 | $173M | +52,976 | +0.9% | 75Q | SEC ↗ |
| 15 | Qube Research & Technologies Ltd | 5,348,752 | $153M | +2,763,704 | +106.9% | 3Q | SEC ↗ |
| 16 | NORGES BANK NEW | 5,210,635 | $149M | — | +0.0% | 1Q | SEC ↗ |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 4,400,220 | $126M | -46,621 | -1.0% | 15Q | SEC ↗ |
| 18 | Sixth Street Partners Management Compa NEW | 4,400,220 | $126M | — | +0.0% | 1Q | SEC ↗ |
| 19 | Amundi | 3,992,511 | $114M | +2,950,411 | +283.1% | 21Q | SEC ↗ |
| 20 | MACQUARIE GROUP LTD | 3,725,321 | $106M | +390,017 | +11.7% | 64Q | SEC ↗ |
| 21 | NOMURA ASSET MANAGEMENT INTERNATIONAL | 3,705,443 | $106M | +181,951 | +5.2% | 3Q | SEC ↗ |
| 22 | D. E. Shaw & Co., Inc. | 3,687,880 | $105M | +717,011 | +24.1% | 25Q | SEC ↗ |
| 23 | ALLIANCEBERNSTEIN L.P. | 3,463,700 | $99M | -1,351,422 | -28.1% | 63Q | SEC ↗ |
| 24 | UBS Group AG | 2,848,991 | $81M | -31,270 | -1.1% | 47Q | SEC ↗ |
| 25 | BARCLAYS PLC | 2,816,366 | $80M | +420,310 | +17.5% | 51Q | SEC ↗ |
| 26 | VANGUARD FIDUCIARY TRUST CO | 2,461,728 | $70M | -6,395 | -0.3% | 2Q | SEC ↗ |
| 27 | BANK OF AMERICA CORP /DE | 2,245,546 | $64M | -408,744 | -15.4% | 15Q | SEC ↗ |
| 28 | Allianz Asset Management GmbH | 2,151,209 | $61M | +969,238 | +82.0% | 9Q | SEC ↗ |
| 29 | Bank of New York Mellon Corp | 2,109,979 | $60M | -1,321,715 | -38.5% | 75Q | SEC ↗ |
| 30 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 1,969,959 | $56M | +454,882 | +30.0% | 9Q | SEC ↗ |
| 31 | Nuveen, LLC | 1,910,544 | $55M | -39,574 | -2.0% | 6Q | SEC ↗ |
| 32 | SG Americas Securities, LLC | 1,876,561 | $54M | +1,814,220 | +2910.2% | 72Q | SEC ↗ |
| 33 | CITADEL ADVISORS LLC | 1,862,292 | $53M | +1,553,780 | +503.6% | 38Q | SEC ↗ |
| 34 | RAYMOND JAMES FINANCIAL INC | 1,812,379 | $52M | +588,853 | +48.1% | 7Q | SEC ↗ |
| 35 | Quantinno Capital Management LP | 1,809,782 | $52M | +235,054 | +14.9% | 25Q | SEC ↗ |
| 36 | LOS ANGELES CAPITAL MANAGEMENT LLC | 1,650,885 | $47M | -444,687 | -21.2% | 4Q | SEC ↗ |
| 37 | TRIAN FUND MANAGEMENT, L.P. | 1,625,472 | $46M | -1,345,472 | -45.3% | 25Q | SEC ↗ |
| 38 | HEALTHCARE OF ONTARIO PENSION PLAN TRU | 1,609,215 | $46M | +1,581,318 | +5668.4% | 7Q | SEC ↗ |
| 39 | JPMORGAN CHASE & CO | 1,590,043 | $45M | +110,377 | +7.5% | 75Q | SEC ↗ |
| 40 | AMERIPRISE FINANCIAL INC | 1,511,613 | $43M | -285,771 | -15.9% | 16Q | SEC ↗ |
| 41 | DEUTSCHE BANK AG | 1,502,247 | $43M | -485,182 | -24.4% | 52Q | SEC ↗ |
| 42 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 1,480,030 | $42M | +573,329 | +63.2% | 2Q | SEC ↗ |
| 43 | Fisher Asset Management, LLC | 1,447,838 | $41M | -13,649 | -0.9% | 14Q | SEC ↗ |
| 44 | Squarepoint Ops LLC | 1,406,787 | $40M | +579,265 | +70.0% | 23Q | SEC ↗ |
| 45 | ROYAL BANK OF CANADA | 1,402,186 | $40M | +740,475 | +111.9% | 70Q | SEC ↗ |
| 46 | Engineers Gate Manager LP | 1,354,613 | $39M | +433,287 | +47.0% | 11Q | SEC ↗ |
| 47 | Connor, Clark & Lunn Investment Manage | 1,330,992 | $38M | +1,071,195 | +412.3% | 2Q | SEC ↗ |
| 48 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 1,304,988 | $37M | +17,640 | +1.4% | 8Q | SEC ↗ |
| 49 | WEDGE CAPITAL MANAGEMENT L L P/NC | 1,208,058 | $34M | -27,955 | -2.3% | 3Q | SEC ↗ |
| 50 | LETKO, BROSSEAU & ASSOCIATES INC | 1,180,538 | $34M | -17,725 | -1.5% | 33Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NORGES BANK | 5,210,635 | $149M |
| Sixth Street Partners Management Co | 4,400,220 | $126M |
| NFJ INVESTMENT GROUP, LLC | 717,486 | $20M |
| Swiss Life Asset Management Ltd | 562,440 | $16M |
| Sonoma Allocations LLC | 447,018 | $13M |
| PEAK6 LLC | 370,123 | $11M |
| Arete Wealth Advisors, LLC | 203,050 | $6M |
| OSSIAM | 183,996 | $5M |
| XTX Topco Ltd | 174,966 | $5M |
| Jupiter Topco LLC | 155,086 | $4M |
| New Age Alpha Advisors, LLC | 122,976 | $4M |
| EASTERLY INVESTMENT PARTNERS LLC | 113,750 | $3M |
| PREVAIL INNOVATIVE WEALTH ADVISORS, | 96,506 | $3M |
| Qsemble Capital Management, LP | 95,845 | $3M |
| Phillip James Consulting Co. | 88,120 | $3M |
| Vident Advisory, LLC | 61,408 | $2M |
| Aquatic Capital Management LLC | 49,402 | $1M |
| Point Nemo Capital, LLC | 46,786 | $1M |
| LECAP ASSET MANAGEMENT LTD | 43,811 | $1M |
| Graham Capital Management, L.P. | 43,197 | $1M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SAMLYN CAPITAL, LLC | 4,211,041 | $120M |
| Point72 Asset Management, L.P. | 1,603,062 | $46M |
| Alyeska Investment Group, L.P. | 1,167,558 | $33M |
| MOORE CAPITAL MANAGEMENT, LP | 670,080 | $19M |
| Governors Lane LP | 427,500 | $12M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT | 312,980 | $9M |
| Holocene Advisors, LP | 271,480 | $8M |
| Lighthouse Investment Partners, LLC | 269,472 | $8M |
| WINTON GROUP Ltd | 222,960 | $6M |
| Informed Momentum Co LLC | 200,876 | $6M |
| Financial Sense Advisors, Inc. | 158,255 | $5M |
| Mubadala Investment Co PJSC | 156,035 | $4M |
| Kingsview Wealth Management, LLC | 147,946 | $4M |
| Caption Management, LLC | 130,000 | $4M |
| CIBC WORLD MARKET INC. | 114,000 | $3M |
| Atlatl Advisers LLC | 97,690 | $3M |
| Handelsbanken Fonder AB | 91,700 | $3M |
| VALUEWORKS LLC | 90,614 | $3M |
| PICTON MAHONEY ASSET MANAGEMENT | 85,847 | $2M |
| VARCOV Co. | 79,037 | $2M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Amundi | +2,950,411 | +283.1% | 3,992,511 |
| Qube Research & Technologies Ltd | +2,763,704 | +106.9% | 5,348,752 |
| SG Americas Securities, LLC | +1,814,220 | +2910.2% | 1,876,561 |
| HEALTHCARE OF ONTARIO PENSION PLAN | +1,581,318 | +5668.4% | 1,609,215 |
| CITADEL ADVISORS LLC | +1,553,780 | +503.6% | 1,862,292 |
| Connor, Clark & Lunn Investment Man | +1,071,195 | +412.3% | 1,330,992 |
| JANE STREET GROUP, LLC | +1,051,150 | +7556.3% | 1,065,061 |
| Allianz Asset Management GmbH | +969,238 | +82.0% | 2,151,209 |
| MORGAN STANLEY | +823,967 | +10.3% | 8,793,669 |
| ROYAL BANK OF CANADA | +740,475 | +111.9% | 1,402,186 |
| Trexquant Investment LP | +736,377 | +1729.2% | 778,963 |
| D. E. Shaw & Co., Inc. | +717,011 | +24.1% | 3,687,880 |
| GOLDMAN SACHS GROUP INC | +605,275 | +5.7% | 11,149,168 |
| RAYMOND JAMES FINANCIAL INC | +588,853 | +48.1% | 1,812,379 |
| Squarepoint Ops LLC | +579,265 | +70.0% | 1,406,787 |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | +573,329 | +63.2% | 1,480,030 |
| STRS OHIO | +558,284 | +6414.1% | 566,988 |
| TWO SIGMA INVESTMENTS, LP | +502,470 | +129.8% | 889,615 |
| Jump Financial, LLC | +490,539 | +248.2% | 688,140 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +454,882 | +30.0% | 1,969,959 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MILLENNIUM MANAGEMENT LLC | -5,959,106 | -27.5% | 15,689,569 |
| PRICE T ROWE ASSOCIATES INC /MD | -1,501,048 | -12.4% | 10,616,670 |
| ALLIANCEBERNSTEIN L.P. | -1,351,422 | -28.1% | 3,463,700 |
| TRIAN FUND MANAGEMENT, L.P. | -1,345,472 | -45.3% | 1,625,472 |
| Bank of New York Mellon Corp | -1,321,715 | -38.5% | 2,109,979 |
| FIRST TRUST ADVISORS LP | -1,316,225 | -72.2% | 507,912 |
| Invesco Ltd. | -1,248,747 | -11.8% | 9,309,278 |
| CITIGROUP INC | -1,216,662 | -71.6% | 482,776 |
| UBS AM, a distinct business unit of | -947,631 | -94.3% | 57,770 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | -803,831 | -4.2% | 18,458,992 |
| Delta Global Management LP | -781,329 | -69.6% | 340,928 |
| DEUTSCHE BANK AG | -485,182 | -24.4% | 1,502,247 |
| SEI INVESTMENTS CO | -481,457 | -34.5% | 914,734 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | -444,687 | -21.2% | 1,650,885 |
| BANK OF AMERICA CORP /DE | -408,744 | -15.4% | 2,245,546 |
| GEODE CAPITAL MANAGEMENT, LLC | -338,156 | -2.6% | 12,503,038 |
| AMERIPRISE FINANCIAL INC | -285,771 | -15.9% | 1,511,613 |
| FRANKLIN RESOURCES INC | -254,725 | -31.0% | 565,704 |
| Cerity Partners LLC | -248,197 | -35.3% | 453,937 |
| PRINCIPAL FINANCIAL GROUP INC | -243,152 | -29.5% | 581,395 |