Invesco IVZ Institutional Ownership

NYSE IVZ

$28.07 -0.71 (-2.47%)

At close: Oct 23, 2026 · 4:00 PM EDT

As of the 13F quarter ended Jun 30, 2026, 667 institutions held 94.19% of Invesco (IVZ) shares outstanding. Versus the prior quarter, institutional ownership was up 1.37 percentage points, the holder count rose by 34 and shares held were up 1.52%. The largest holder is MASSACHUSETTS MUTUAL LIFE INSURANCE CO with 81.33Mn shares (18.02% of outstanding).

Updated Oct 21, 2026 Invesco (IVZ) stock price and overview

Institutions by Trading Activity

667 Institutions

Increased 360 54.0%

Unchanged 81 12.1%

Reduced 226 33.9%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

94.19%

▲+1.37 pp QoQ

Shares Held by Institutions

425.10Mn

of 451.30Mn outstanding

▲+1.52% QoQ

Shares Outstanding

451.30Mn

26.20Mn held outside 13F filers

Institutional Investors

667

filed 13F for Jun 2026

▲+34 vs prior quarter

Net Shares Added (QoQ)

+6.35Mn

accumulated since last quarter

Value of Holdings

$11.93Bn

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

Updated Oct 21, 2026

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

Their combined stake equaled 94.19% of outstanding shares in Q2 2026, up from 92.83% in Q1 2026.
Total holdings of IVZ shares rose 1.52% from Q1 2026, and the holder count rose 28.52% from Q2 2025.
Of these 667 holders, 360 added to their positions, 226 reduced their stakes and 81 left their positions unchanged.
The aggregate institutional position in Invesco was 425.1Mn shares at the end of Q2 2026, up 6.35Mn from the prior quarter and up 24.7Mn from a year earlier.
Massachusetts Mutual Life Insurance Co held the largest position in IVZ at 81.33Mn shares as of June 30, 2026, or 18.02% of shares outstanding.
Among existing holders, the largest additions to Invesco in Q2 2026 came from Amundi (+2.95Mn shares), Qube Research & Technologies Ltd (+2.76Mn shares), SG Americas Securities, LLC (+1.81Mn shares), Healthcare of Ontario Pension Plan Trust Fund (+1.58Mn shares) and Citadel Advisors LLC (+1.55Mn shares).
Holders that trimmed the most shares of Invesco in Q2 2026 while keeping a position were Millennium Management LLC (-5.96Mn shares), T. Rowe Price Associates Inc (-1.5Mn shares), AllianceBernstein L.P. (-1.35Mn shares), Trian Fund Management, L.P. (-1.35Mn shares) and Bank of New York Mellon Corp (-1.32Mn shares).
Invesco's 10 largest institutional shareholders as of Q2 2026 were Massachusetts Mutual Life Insurance Co (81.33Mn shares), BlackRock, Inc. (38.71Mn shares), Vanguard Capital Management LLC (28.1Mn shares), Dimensional Fund Advisors LP (21.72Mn shares), Vanguard Portfolio Management LLC (18.46Mn shares), State Street Corp (16.79Mn shares), Millennium Management LLC (15.69Mn shares), AQR Capital Management LLC (12.6Mn shares), Geode Capital Management, LLC (12.5Mn shares) and Goldman Sachs Group Inc (11.15Mn shares), per Business Quant data.

Form 13F Holdings

668 Institutional Holders

Report period 30 Jun, 2026

Total shares held 425.10Mn

Of outstanding 94.19%

#	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
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
20	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	0000921739	3,705,443	0.82%	▲181,951	+5.16%	$97.79Mn

Showing 1 to 20 of 668 holders