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Invesco shares owned by Morningstar Investment Services

Quarter-by-quarter ownership of Invesco (IVZ) shares owned by Morningstar Investment Services from 13F filings

Historical chart of Morningstar Investment Services investment in Invesco

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All positions including Invesco held by Morningstar Investment Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco by Morningstar Investment Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $425k 24k 17.66
2024-03-31 $394k 24k 16.46
2023-12-31 $893k 49k 18.08
2023-09-30 $353k 24k 14.46
2023-06-30 $379k 23k 16.69
2023-03-31 $334k 21k 16.09
2022-12-31 $361k 19k 18.61
2022-09-30 $305k 20k 15.17
2022-06-30 $312k 19k 16.58
2022-03-31 $358k 15k 23.38
2021-12-31 $332k 14k 23.01
2021-09-30 $330k 13k 24.63
2021-06-30 $290k 11k 26.51
2021-03-31 $217k 8.7k 24.85
2020-09-30 $147k 13k 11.41
2020-06-30 $138k 13k 10.42
2020-03-31 $137k 14k 9.53
2019-12-31 $262k 15k 17.96
2019-09-30 $296k 17k 16.97
2019-06-30 $395k 19k 20.47
2019-03-31 $388k 20k 19.30
2018-12-31 $378k 23k 16.72
2018-09-30 $541k 24k 22.89
2018-06-30 $665k 25k 26.55
2018-03-31 $753k 24k 32.02
2017-12-31 $791k 22k 36.52
2017-09-30 $647k 19k 35.03
2017-06-30 $558k 16k 35.18
2017-03-31 $404k 13k 30.60
2016-09-30 $311k 9.9k 31.26
2016-06-30 $272k 11k 25.33
2016-03-31 $248k 8.1k 30.75
2015-12-31 $223k 6.7k 33.53
2015-09-30 $205k 6.6k 31.25
2014-09-30 $239k 6.1k 39.48
2014-06-30 $222k 5.9k 37.70

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View all positions for Morningstar Investment Services

Top funds holding Invesco

Massachusetts Mutual Life Insurance Company
Vanguard Group
BlackRock
State Street Corporation
Dimensional Fund Advisors
Millennium Management
Trian Fund Management
Geode Capital Management
AQR Capital Management
Northern Trust
Goldman Sachs Group
Citadel Advisors
Fisher Investments
Alliancebernstein
Charles Schwab Investment Management

View all funds holding Invesco