IVZ Institutional Ownership & Shareholders
Invesco Ltd. (IVZ) is currently held by 690 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $11.14B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Massachusetts Mutual Life Insurance Co is currently the largest disclosed institutional shareholder of IVZ tracked by InsiderSet, reporting ownership valued at approximately $2.15B in its June 30, 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 $2.26B, representing an estimated gain of +5.19% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% 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
690
Total Reported Value
$11.14B
Largest Holder
Massachusetts Mutual Life Insurance Co
Largest Position
$2.15B
Insider Transactions (90d)
21
Latest Filing Quarter
Q2 2026
New Institutional Positions
60
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 | 90.22% | 81,332,319 | $2,146,359,898 | $2,257,785,175 | +$111,425,277 | +5.19% | |
| Blackrock, Inc. | 0.02% | 38,713,707 | $1,021,654,716 | $1,074,692,506 | +$53,037,790 | +5.19% | |
| Vanguard Capital Management Llc | 0.02% | 28,104,027 | $741,665,273 | $780,167,790 | +$38,502,517 | +5.19% | |
| Dimensional Fund Advisors Lp | 0.10% | 21,716,982 | $573,112,452 | $602,863,420 | +$29,750,968 | +5.19% | |
| Vanguard Portfolio Management Llc | 0.02% | 18,458,992 | $487,132,799 | $512,421,618 | +$25,288,819 | +5.19% | |
| State Street Corp | 0.01% | 16,793,008 | $443,167,481 | $466,173,902 | +$23,006,421 | +5.19% | |
| Millennium Management Llc | 0.28% | 15,689,569 | $414,047,726 | $435,542,435 | +$21,494,709 | +5.19% | |
| Aqr Capital Management Llc | 0.12% | 12,604,180 | $332,624,311 | $349,892,037 | +$17,267,726 | +5.19% | |
| Geode Capital Management, Llc | 0.02% | 12,503,038 | $329,393,479 | $347,084,335 | +$17,690,856 | +5.37% | |
| Goldman Sachs Group Inc | 0.03% | 11,149,168 | $294,226,545 | $309,500,904 | +$15,274,359 | +5.19% | |
| Price T Rowe Associates Inc | 0.03% | 10,616,670 | $280,175,000 | $294,718,759 | +$14,543,759 | +5.19% | |
| Invesco Ltd. | 0.02% | 9,309,278 | $245,671,847 | $258,425,557 | +$12,753,710 | +5.19% | |
| Morgan Stanley | 0.01% | 8,793,669 | $232,064,955 | $244,112,251 | +$12,047,296 | +5.19% | |
| Northern Trust Corp | 0.02% | 6,059,777 | $159,917,516 | $168,219,410 | +$8,301,894 | +5.19% | |
| Qube Research & Technologies Ltd | 0.16% | 5,348,752 | $141,153,565 | $148,481,356 | +$7,327,791 | +5.19% | |
| Norges Bank | 0.01% | 5,210,635 | $137,508,658 | $144,647,228 | +$7,138,570 | +5.19% | |
| Charles Schwab Investment Management Inc | 0.02% | 4,400,220 | $116,121,806 | $122,150,107 | +$6,028,301 | +5.19% | |
| Macquarie Group Ltd | 0.42% | 3,725,321 | $98,311,221 | $103,414,911 | +$5,103,690 | +5.19% | |
| Nomura Asset Management International Inc. | 0.15% | 3,705,443 | $97,787,000 | $102,863,098 | +$5,076,098 | +5.19% | |
| D. E. Shaw & Co., Inc. | 0.06% | 3,687,880 | $97,323,153 | $102,375,549 | +$5,052,396 | +5.19% | |
| Alliancebernstein L.P. | 0.03% | 3,463,700 | $84,133,273 | $96,152,312 | +$12,019,039 | +14.29% | |
| Ubs Group Ag | 0.01% | 2,848,991 | $75,184,873 | $79,087,990 | +$3,903,117 | +5.19% | |
| Barclays Plc | 0.02% | 2,816,366 | $74,323,898 | $78,182,320 | +$3,858,422 | +5.19% | |
| Vanguard Fiduciary Trust Co | 0.01% | 2,461,728 | $64,965,002 | $68,337,569 | +$3,372,567 | +5.19% | |
| Bank Of America Corp | 0.00% | 2,245,546 | $59,259,966 | $62,336,357 | +$3,076,391 | +5.19% | |
| Allianz Asset Management Gmbh | 0.05% | 2,151,209 | $56,770,406 | $59,717,562 | +$2,947,156 | +5.19% | |
| Bank Of New York Mellon Corp | 0.01% | 2,109,979 | $55,682,332 | $58,573,017 | +$2,890,685 | +5.19% | |
| Nuveen, Llc | 0.01% | 1,910,544 | $50,419,238 | $53,036,701 | +$2,617,463 | +5.19% | |
| Wealth Enhancement Advisory Services, Llc | 0.07% | 1,705,612 | $50,066,422 | $47,347,789 | -$2,718,633 | -5.43% | |
| Sg Americas Securities, Llc | 0.03% | 1,876,561 | $49,522,000 | $52,093,333 | +$2,571,333 | +5.19% | |
| Citadel Advisors Llc | 0.03% | 1,862,292 | $49,145,886 | $51,697,226 | +$2,551,340 | +5.19% | |
| Raymond James Financial Inc | 0.01% | 1,812,379 | $47,828,663 | $50,311,641 | +$2,482,978 | +5.19% | |
| Quantinno Capital Management Lp | 0.06% | 1,809,782 | $47,760,149 | $50,239,548 | +$2,479,399 | +5.19% | |
| Los Angeles Capital Management Llc | 0.16% | 1,650,885 | $43,566,854 | $45,828,568 | +$2,261,714 | +5.19% | |
| Trian Fund Management | Nelson Peltz | 1.01% | 1,625,472 | $42,896,206 | $45,123,103 | +$2,226,897 | +5.19% |
| Healthcare Of Ontario Pension Plan Trust Fund | 0.06% | 1,609,215 | $42,467,184 | $44,671,808 | +$2,204,624 | +5.19% | |
| Jpmorgan Chase & Co | 0.00% | 1,590,043 | $42,202,350 | $44,139,594 | +$1,937,244 | +4.59% | |
| Ameriprise Financial Inc | 0.01% | 1,511,613 | $39,892,009 | $41,962,377 | +$2,070,368 | +5.19% | |
| Deutsche Bank Ag\ | 0.01% | 1,502,247 | $39,644,299 | $41,702,377 | +$2,058,078 | +5.19% | |
| Voloridge Investment Management, Llc | 0.17% | 1,480,030 | $39,057,992 | $41,085,633 | +$2,027,641 | +5.19% | |
| Sonoma Allocations Llc | 11.90% | 447,018 | $38,300,409 | $12,409,220 | -$25,891,189 | -67.60% | |
| Fisher Asset Management, Llc | 0.01% | 1,447,838 | $38,208,451 | $40,191,983 | +$1,983,532 | +5.19% | |
| Squarepoint Ops Llc | 0.07% | 1,406,787 | $37,125,109 | $39,052,407 | +$1,927,298 | +5.19% | |
| Royal Bank Of Canada | 0.01% | 1,402,186 | $37,004,000 | $38,924,683 | +$1,920,683 | +5.19% | |
| Engineers Gate Manager Lp | 0.46% | 1,354,613 | $35,748,237 | $37,604,057 | +$1,855,820 | +5.19% | |
| Connor, Clark & Lunn Investment Management Ltd. | 0.07% | 1,330,992 | $35,124,879 | $36,948,338 | +$1,823,459 | +5.19% | |
| Arrowstreet Capital, Limited Partnership | 0.02% | 1,304,988 | $34,438,633 | $36,226,467 | +$1,787,834 | +5.19% | |
| Wedge Capital Management L L P/Nc | 0.56% | 1,063,033 | $32,061,075 | $29,509,796 | -$2,551,279 | -7.96% | |
| Letko, Brosseau & Associates Inc | 0.46% | 1,180,538 | $31,154,398 | $32,771,735 | +$1,617,337 | +5.19% | |
| Basswood Capital Management, L.L.C. | 1.32% | 1,167,259 | $30,803,965 | $32,403,110 | +$1,599,145 | +5.19% |
Frequently asked questions about IVZ
Who are the largest institutional holders of IVZ?
The largest institutional holders of IVZ reported in the latest SEC Form 13F filings include Massachusetts Mutual Life Insurance Co, Blackrock, Inc., Vanguard Capital Management Llc, Dimensional Fund Advisors Lp, and Vanguard Portfolio Management Llc. InsiderSet ranks institutional holders by their latest reported IVZ position.
What is IVZ institutional ownership?
This page tracks IVZ positions reported by institutional investment managers through SEC Form 13F. Invesco Ltd. (IVZ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IVZ?
InsiderSet currently tracks 690 institutional managers reporting IVZ holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IVZ shareholders.
How much IVZ stock do institutions own?
Institutional investment managers disclosed approximately $11.14B in IVZ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IVZ institutional ownership last updated?
The latest IVZ institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IVZ holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IVZ position after the reporting date.
Are institutions buying or selling IVZ?
Institutional buying and selling can be analyzed by comparing IVZ positions across consecutive 13F reporting periods. InsiderSet's IVZ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IVZ ownership changes.
How has IVZ institutional ownership changed over time?
InsiderSet tracks IVZ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.