Invesco Ltd. (IVZ) Institutional Shareholders
Invesco Ltd. (IVZ) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $9.99B in IVZ holdings during the latest filing period.
Massachusetts Mutual Life Insurance Co is currently the largest disclosed institutional shareholder of IVZ tracked by InsiderSet, reporting ownership valued at approximately $1.98B in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.41B, representing an estimated gain of +21.86% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 64% of the total disclosed IVZ value among the investors covered in this analysis. Major shareholders include Massachusetts Mutual Life Insurance Co, Blackrock, Inc., Vanguard Capital Management Llc, and several other long-term asset managers with concentrated positions in Invesco Ltd. (IVZ).
This page ranks the largest institutional IVZ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
626
Total Reported Value
$9.99B
Largest Holder
Massachusetts Mutual Life Insurance Co
Largest Position
$1.98B
Insider Transactions (90d)
4
Latest Filing Quarter
Q2 2026
New Institutional Positions
53
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Co | 91.14% | 81,332,319 | $1,975,562,029 | $2,407,436,642 | +$431,874,613 | +21.86% | |
| Blackrock, Inc. | 0.02% | 38,747,821 | $941,184,574 | $1,146,935,502 | +$205,750,928 | +21.86% | |
| Vanguard Capital Management Llc | 0.02% | 27,965,063 | $679,271,380 | $827,765,865 | +$148,494,485 | +21.86% | |
| Millennium Management Llc | 0.39% | 21,648,675 | $525,846,316 | $640,800,780 | +$114,954,464 | +21.86% | |
| Dimensional Fund Advisors Lp | 0.11% | 21,361,119 | $518,835,748 | $632,289,122 | +$113,453,374 | +21.87% | |
| Vanguard Portfolio Management Llc | 0.02% | 19,262,823 | $467,893,971 | $570,179,561 | +$102,285,590 | +21.86% | |
| State Street Corp | 0.01% | 16,705,078 | $405,766,345 | $494,470,309 | +$88,703,964 | +21.86% | |
| Geode Capital Management, Llc | 0.02% | 12,841,194 | $311,419,807 | $380,099,342 | +$68,679,535 | +22.05% | |
| Aqr Capital Management Llc | 0.14% | 12,524,431 | $299,584,396 | $370,723,158 | +$71,138,762 | +23.75% | |
| Invesco Ltd. | 0.04% | 10,558,025 | $256,454,427 | $312,517,540 | +$56,063,113 | +21.86% | |
| Goldman Sachs Group Inc | 0.03% | 10,543,893 | $256,111,171 | $312,099,233 | +$55,988,062 | +21.86% | |
| Morgan Stanley | 0.01% | 7,969,702 | $193,584,148 | $235,903,179 | +$42,319,031 | +21.86% | |
| Northern Trust Corp | 0.02% | 6,006,801 | $145,905,197 | $177,801,310 | +$31,896,113 | +21.86% | |
| Alliancebernstein L.P. | 0.04% | 4,815,122 | $126,493,255 | $142,527,611 | +$16,034,356 | +12.68% | |
| Storebrand Asset Management As | 0.04% | 6,489,695 | $119,356,719 | $192,094,972 | +$72,738,253 | +60.94% | |
| Charles Schwab Investment Management Inc | 0.02% | 4,446,841 | $108,013,768 | $131,626,494 | +$23,612,726 | +21.86% | |
| Nomura Asset Management International Inc. | 0.15% | 3,523,492 | $85,586,000 | $104,295,363 | +$18,709,363 | +21.86% | |
| Bank Of New York Mellon Corp | 0.02% | 3,431,694 | $83,355,830 | $101,578,142 | +$18,222,312 | +21.86% | |
| Macquarie Group Ltd | 0.48% | 3,335,304 | $81,014,534 | $98,724,998 | +$17,710,464 | +21.86% | |
| Trian Fund Management | Nelson Peltz | 1.87% | 2,970,944 | $72,164,230 | $87,939,942 | +$15,775,712 | +21.86% |
| D. E. Shaw & Co., Inc. | 0.06% | 2,970,869 | $72,162,408 | $87,937,722 | +$15,775,314 | +21.86% | |
| Ubs Group Ag | 0.01% | 2,880,261 | $69,961,539 | $85,255,726 | +$15,294,187 | +21.86% | |
| Bank Of America Corp | 0.00% | 2,654,290 | $64,472,691 | $78,566,984 | +$14,094,293 | +21.86% | |
| Qube Research & Technologies Ltd | 0.09% | 2,585,048 | $62,790,816 | $76,517,421 | +$13,726,605 | +21.86% | |
| Vanguard Fiduciary Trust Co | 0.02% | 2,468,123 | $59,950,708 | $73,056,441 | +$13,105,733 | +21.86% | |
| Barclays Plc | 0.02% | 2,396,056 | $58,200,199 | $70,923,258 | +$12,723,059 | +21.86% | |
| Wealth Enhancement Advisory Services, Llc | 0.09% | 1,969,959 | $56,010,526 | $58,310,786 | +$2,300,260 | +4.11% | |
| Los Angeles Capital Management Llc | 0.20% | 2,095,572 | $50,901,444 | $62,028,931 | +$11,127,487 | +21.86% | |
| Deutsche Bank Ag\ | 0.02% | 1,987,429 | $48,274,650 | $58,827,898 | +$10,553,248 | +21.86% | |
| Nuveen, Llc | 0.01% | 1,950,118 | $47,368,367 | $57,723,493 | +$10,355,126 | +21.86% | |
| First Trust Advisors Lp | 0.03% | 1,824,137 | $44,308,280 | $53,994,455 | +$9,686,175 | +21.86% | |
| Ameriprise Financial Inc | 0.01% | 1,797,384 | $43,658,862 | $53,202,566 | +$9,543,704 | +21.86% | |
| Citigroup Inc | 0.03% | 1,699,438 | $41,279,350 | $50,303,365 | +$9,024,015 | +21.86% | |
| Point72 Asset Management, L.P. | 0.07% | 1,603,062 | $38,938,376 | $47,450,635 | +$8,512,259 | +21.86% | |
| Sonoma Allocations Llc | 11.90% | 447,018 | $38,300,409 | $13,231,733 | -$25,068,676 | -65.45% | |
| Quantinno Capital Management Lp | 0.06% | 1,574,728 | $38,250,155 | $46,611,949 | +$8,361,794 | +21.86% | |
| Sei Investments Co | 0.03% | 1,396,191 | $35,680,706 | $41,327,254 | +$5,646,548 | +15.83% | |
| Fisher Asset Management, Llc | 0.01% | 1,461,487 | $35,499,526 | $43,260,015 | +$7,760,489 | +21.86% | |
| Wedge Capital Management L L P/Nc | 0.53% | 1,208,058 | $31,880,651 | $35,758,517 | +$3,877,866 | +12.16% | |
| Arrowstreet Capital, Limited Partnership | 0.02% | 1,287,348 | $31,269,683 | $38,105,501 | +$6,835,818 | +21.86% | |
| Raymond James Financial Inc | 0.01% | 1,223,526 | $29,719,445 | $36,216,370 | +$6,496,925 | +21.86% | |
| Basswood Capital Management, L.L.C. | 1.49% | 1,204,285 | $29,252,083 | $35,646,836 | +$6,394,753 | +21.86% | |
| Letko, Brosseau & Associates Inc | 0.47% | 1,198,263 | $29,105,808 | $35,468,585 | +$6,362,777 | +21.86% | |
| Allianz Asset Management Gmbh | 0.03% | 1,181,971 | $28,710,076 | $34,986,342 | +$6,276,266 | +21.86% | |
| Alyeska Investment Group, L.P. | 0.08% | 1,167,558 | $28,359,984 | $34,559,717 | +$6,199,733 | +21.86% | |
| Delta Global Management Lp | 2.23% | 1,122,257 | $27,259,623 | $33,218,807 | +$5,959,184 | +21.86% | |
| Bnp Paribas Financial Markets | 0.02% | 1,091,049 | $26,501,580 | $32,295,050 | +$5,793,470 | +21.86% | |
| Amundi | 0.01% | 1,042,100 | $25,312,609 | $30,846,160 | +$5,533,551 | +21.86% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.01% | 1,005,401 | $24,421,192 | $29,759,870 | +$5,338,678 | +21.86% | |
| Vanguard Global Advisers, Llc | 0.01% | 971,950 | $23,608,666 | $28,769,720 | +$5,161,054 | +21.86% |
Frequently asked questions about IVZ
Who owns the most IVZ stock?
The largest holders of IVZ are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for Invesco Ltd. (IVZ).
Is IVZ widely held by superinvestors?
Many widely followed stocks like IVZ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IVZ is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.