Invesco IVZ Institutional Ownership

NYSE IVZ

$32.10 -0.24 (-0.74%)

As of: Sep 9, 2026 · 3:59 PM EDT

Institutions by Trading Activity

667 Institutions

Increased 361 54.1%

Unchanged 82 12.3%

Reduced 224 33.6%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

95.17%

▲+2.30 pp QoQ

Shares Held by Institutions

429.49Mn

of 451.30Mn outstanding

▲+4.00% QoQ

Shares Outstanding

451.30Mn

21.81Mn held outside 13F filers

Institutional Investors

667

filed 13F for Jun 2026

▲+36 vs prior quarter

Net Shares Added (QoQ)

+16.53Mn

accumulated since last quarter

Value of Holdings

$14.20Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Invesco Ltd. (NYSE:IVZ) has 667 institutional investors with active 13F positions as of June 2026.

They owned 95.2% of outstanding stock in June 2026, up from 92.9% the prior quarter.
They increased total shares held in Invesco by 4.0% from the prior quarter, while the number of investors in IVZ increased 28.27% year over year.
During the quarter, 361 of these 667 funds increased positions in IVZ, 224 reduced exposure, and 82 held steady.
Altogether, these fund groups held 429.49Mn shares in IVZ by June 2026, up by 16.53Mn shares quarter on quarter, and up 11.85Mn shares year over year.
As of June 30, 2026, the biggest holder of Invesco is MASSACHUSETTS MUTUAL LIFE INSURANCE CO at 81.33Mn shares, representing 18.02% of shares outstanding.
The largest buyers of Invesco for the quarter ending June 2026 were NORGES BANK (5.21Mn), Sixth Street Partners Management Company, L.P. (4.4Mn), Amundi (2.95Mn), Qube Research & Technologies Ltd (2.76Mn), SG Americas Securities, LLC (1.81Mn).
Top sellers of IVZ stock for the quarter ending June 2026 included MILLENNIUM MANAGEMENT LLC (5.96Mn), PRICE T ROWE ASSOCIATES INC /MD/ (1.5Mn), ALLIANCEBERNSTEIN L.P. (1.35Mn), TRIAN FUND MANAGEMENT, L.P. (1.35Mn), Bank of New York Mellon Corp (1.32Mn).
Per Business Quant, the top 10 investors in IVZ for the quarter ending June 2026 include MASSACHUSETTS MUTUAL LIFE INSURANCE CO (81.33Mn), BlackRock, Inc. (38.71Mn), VANGUARD CAPITAL MANAGEMENT LLC (28.1Mn), DIMENSIONAL FUND ADVISORS LP (21.72Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (18.46Mn), State Street Corp (16.79Mn), MILLENNIUM MANAGEMENT LLC (15.69Mn), AQR CAPITAL MANAGEMENT LLC (12.6Mn), GEODE CAPITAL MANAGEMENT, LLC (12.5Mn), Goldman Sachs Group Inc (11.15Mn).

Form 13F Holdings

667 Institutional Holders

Report period 30 Jun, 2026

Total shares held 429.49Mn

Of outstanding 95.17%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	MASSACHUSETTS MUTUAL LIFE INSURANCE CO	0000225602	81,332,319	18.02%	0	0.00%	$2.15Bn
2	BlackRock, Inc.	0002012383	38,713,707	8.58%	▼34,114	-0.09%	$1.02Bn
3	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	28,104,027	6.23%	▲138,964	+0.50%	$741.67Mn
4	DIMENSIONAL FUND ADVISORS LP	0000354204	21,716,982	4.81%	▲355,863	+1.67%	$573.11Mn
5	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	18,458,992	4.09%	▼803,831	-4.17%	$487.13Mn
6	State Street Corp	0000093751	16,793,008	3.72%	▲87,930	+0.53%	$443.17Mn
7	MILLENNIUM MANAGEMENT LLC	0001273087	15,689,569	3.48%	▼5,959,106	-27.53%	$414.05Mn
8	AQR CAPITAL MANAGEMENT LLC	0001167557	12,604,180	2.79%	▲79,749	+0.64%	$332.62Mn
9	GEODE CAPITAL MANAGEMENT, LLC	0001214717	12,503,038	2.77%	▼338,156	-2.63%	$329.39Mn
10	Goldman Sachs Group Inc	0000886982	11,149,168	2.47%	▲605,275	+5.74%	$294.23Mn
11	PRICE T ROWE ASSOCIATES INC /MD/	0000080255	10,616,670	2.35%	▼1,501,048	-12.39%	$280.18K
12	Invesco Ltd.	0000914208	9,309,278	2.06%	▼1,248,747	-11.83%	$245.67Mn
13	Morgan Stanley	0000895421	8,793,669	1.95%	▲823,967	+10.34%	$232.06Mn
14	Northern Trust Corp	0000073124	6,059,777	1.34%	▲52,976	+0.88%	$159.92Mn
15	Qube Research & Technologies Ltd	0001729829	5,348,752	1.19%	▲2,763,704	+106.91%	$141.15Mn
16	NORGES BANK	0001374170	5,210,635	1.15%	▲5,210,635	0.00%	$137.51Mn
17	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	4,400,220	0.98%	▼46,621	-1.05%	$116.12Mn
17	Sixth Street Partners Management Company, L.P.	0001812095	4,400,220	0.98%	▲4,400,220	0.00%	$116.12Mn
18	Amundi	0001330387	3,992,511	0.88%	▲2,950,411	+283.12%	$105.36Mn
19	MACQUARIE GROUP LTD	0001418333	3,725,321	0.83%	▲390,017	+11.69%	$98.31Mn

Showing 1 to 20 of 667 holders