Invesco IVZ Institutional Ownership

NYSE IVZ
$30.50 -0.17 (-0.55%)
At close: Oct 5, 2026 · 4:00 PM EDT

As of the 13F quarter ended Jun 30, 2026, 667 institutions held 95.17% of Invesco (IVZ) shares outstanding. Versus the prior quarter, institutional ownership was up 2.34 percentage points, the holder count rose by 35 and shares held were up 4.01%. The largest holder is MASSACHUSETTS MUTUAL LIFE INSURANCE CO with 81.33Mn shares (18.02% of outstanding).

Updated Invesco (IVZ) stock price and overview

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%
▲+2.34 pp QoQ
Shares Held by Institutions
429.49Mn
of 451.30Mn outstanding
▲+4.01% QoQ
Shares Outstanding
451.30Mn
21.81Mn held outside 13F filers
Institutional Investors
667
filed 13F for Jun 2026
▲+35 vs prior quarter
Net Shares Added (QoQ)
+16.55Mn
accumulated since last quarter
Value of Holdings
$13.10Bn
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

Invesco Ltd. (NYSE:IVZ) appeared in the 13F filings of 667 institutional investors for the quarter ended June 30, 2026.

Form 13F Holdings

667 Institutional Holders

Report period 30 Jun, 2026
Total shares held 429.49Mn
Of outstanding 95.17%
Download Data
# 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