Invesco Ltd. (IVZ) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

407,692,308Shares Outstanding

2,136,192Shares held by institutions

$56,395,469Value of institutional holdings

79.78%Institutional ownership %

12.32%Shares Changed QoQ

529No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Invesco Ltd. (NYSE:IVZ) currently has 584 active institutional owners and shareholders as of today (December 2025), that have filed 13F forms with the Securities Exchange Commission (SEC).

The percentage of Invesco owned by institutions changed from 102.0% in September 2025 to 102.5% in December 2025, marking a slight up trend.
On a quarter-over-quarter basis, institutional holdings shifted by 2.37%, with a year-over-year an increase of 13.18% in the count of filers.
Of these 584 institutional investors, 335 increased their holdings in Invesco, while 168 of them reduced positions, and 81 investors maintained their exposure.
This class of investors increased its holdings in Invesco to 398.83Mn shares for the 13F-cycle ending December 2025, up by 9.22Mn shares quarter on quarter, and down 4.98Mn shares year over year.
MASSACHUSETTS MUTUAL LIFE INSURANCE CO's holding of 81.33Mn shares as of December 31, 2025 makes it the primary institutional investor in Invesco, owning 20.90% of the stock.
Among the most significant buyers of Invesco during December 2025 were MILLENNIUM MANAGEMENT LLC (4.31Mn), NORGES BANK (3.90Mn), NOMURA ASSET MANAGEMENT INTERNATIONAL INC. (3.15Mn), SAMLYN CAPITAL, LLC (2.27Mn), Qube Research & Technologies Ltd (1.46Mn).
Leading sellers of Invesco stock in December 2025 included TRIAN FUND MANAGEMENT, L.P. (11.66Mn), CITADEL ADVISORS LLC (4.12Mn), BALYASNY ASSET MANAGEMENT L.P. (3.30Mn), FIRST TRUST ADVISORS LP (1.13Mn), AQR CAPITAL MANAGEMENT LLC (936.14K).
The top 10 institutional holders of Invesco for the quarter ending December 2025 included MASSACHUSETTS MUTUAL LIFE INSURANCE CO (81.33Mn), VANGUARD GROUP INC (52.97Mn), BlackRock, Inc. (38.96Mn), MILLENNIUM MANAGEMENT LLC (21.86Mn), STATE STREET CORP (21.54Mn), DIMENSIONAL FUND ADVISORS LP (20.76Mn), GEODE CAPITAL MANAGEMENT, LLC (10.93Mn), AQR CAPITAL MANAGEMENT LLC (8.88Mn), MORGAN STANLEY (7.34Mn), GOLDMAN SACHS GROUP INC (6.42Mn).

584 Institutional Holders

2,136,192 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
MASSACHUSETTS MUTUAL LIFE INSURANCE CO	31 Dec, 2025	81,332,319	0	0.00%	$2,136,600,020.00
VANGUARD GROUP INC	31 Dec, 2025	52,965,761	947,693	1.82%	$1,391,410,541.00
BlackRock, Inc.	31 Dec, 2025	38,956,628	1,251,336	3.32%	$1,023,390,626.00
MILLENNIUM MANAGEMENT LLC	31 Dec, 2025	21,857,686	4,314,463	24.59%	$574,201,411.00
STATE STREET CORP	31 Dec, 2025	21,541,382	18,890	0.09%	$565,892,105.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	20,764,685	-565,962	-2.65%	$545,492,086.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	10,925,140	-277,914	-2.48%	$286,470,121.00
AQR CAPITAL MANAGEMENT LLC	31 Dec, 2025	8,882,863	-936,136	-9.53%	$233,352,811.00
MORGAN STANLEY	31 Dec, 2025	7,338,776	-293,135	-3.84%	$192,789,690.00
GOLDMAN SACHS GROUP INC	31 Dec, 2025	6,423,764	204,316	3.29%	$168,752,275.00
NORTHERN TRUST CORP	31 Dec, 2025	6,007,833	-237,323	-3.80%	$157,825,772.00
Fisher Asset Management, LLC	31 Dec, 2025	5,508,744	310,903	5.98%	$144,714,726.00
ALLIANCEBERNSTEIN L.P.	31 Dec, 2025	4,808,093	-183,983	-3.69%	$126,308,603.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	4,376,599	-48,498	-1.10%	$114,973,256.00
SAMLYN CAPITAL, LLC	31 Dec, 2025	4,211,041	2,268,260	116.75%	$110,624,046.00
NORGES BANK	31 Dec, 2025	3,902,656	3,902,656	0.00%	$102,522,773.00
Bank of New York Mellon Corp	31 Dec, 2025	3,249,634	1,040,096	47.07%	$85,367,870.00
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	31 Dec, 2025	3,150,958	3,150,958	0.00%	$82,776,000.00
MACQUARIE GROUP LTD	31 Dec, 2025	2,979,258	27,065	0.92%	$78,265,108.00
TRIAN FUND MANAGEMENT, L.P.	31 Dec, 2025	2,970,944	-11,657,511	-79.69%	$78,046,699.00

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