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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $10.96B 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 $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 $2.65B, representing an estimated gain of +23.34% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 62% 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
654
Total Reported Value
$10.96B
Largest Holder
Massachusetts Mutual Life Insurance Co
Largest Position
$2.15B
Insider Transactions (90d)
4
Latest Filing Quarter
Q2 2026
New Institutional Positions
59
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 | $2,647,366,983 | +$501,007,085 | +23.34% | |
| Blackrock, Inc. | 0.02% | 38,713,707 | $1,021,654,716 | $1,260,131,163 | +$238,476,447 | +23.34% | |
| Vanguard Capital Management Llc | 0.02% | 28,104,027 | $741,665,273 | $914,786,079 | +$173,120,806 | +23.34% | |
| Dimensional Fund Advisors Lp | 0.10% | 21,716,982 | $573,112,452 | $706,887,764 | +$133,775,312 | +23.34% | |
| Vanguard Portfolio Management Llc | 0.02% | 18,458,992 | $487,132,799 | $600,840,190 | +$113,707,391 | +23.34% | |
| State Street Corp | 0.01% | 16,793,008 | $443,167,481 | $546,612,410 | +$103,444,929 | +23.34% | |
| Millennium Management Llc | 0.28% | 15,689,569 | $414,047,726 | $510,695,471 | +$96,647,745 | +23.34% | |
| Aqr Capital Management Llc | 0.12% | 12,604,180 | $332,624,311 | $410,266,059 | +$77,641,748 | +23.34% | |
| Geode Capital Management, Llc | 0.02% | 12,503,038 | $329,393,479 | $406,973,887 | +$77,580,408 | +23.55% | |
| Goldman Sachs Group Inc | 0.03% | 11,149,168 | $294,226,545 | $362,905,418 | +$68,678,873 | +23.34% | |
| Invesco Ltd. | 0.02% | 9,309,278 | $245,671,847 | $303,016,999 | +$57,345,152 | +23.34% | |
| Morgan Stanley | 0.01% | 8,793,669 | $232,064,955 | $286,233,926 | +$54,168,971 | +23.34% | |
| Northern Trust Corp | 0.02% | 6,059,777 | $159,917,516 | $197,245,741 | +$37,328,225 | +23.34% | |
| Qube Research & Technologies Ltd | 0.16% | 5,348,752 | $141,153,565 | $174,101,878 | +$32,948,313 | +23.34% | |
| Norges Bank | 0.01% | 5,210,635 | $137,508,658 | $169,606,169 | +$32,097,511 | +23.34% | |
| Charles Schwab Investment Management Inc | 0.02% | 4,400,220 | $116,121,806 | $143,227,161 | +$27,105,355 | +23.34% | |
| Sixth Street Partners Management Company, L.P. | 0.02% | 4,400,220 | $116,121,806 | $143,227,161 | +$27,105,355 | +23.34% | |
| Amundi | 0.03% | 3,992,511 | $105,362,366 | $129,956,233 | +$24,593,867 | +23.34% | |
| Macquarie Group Ltd | 0.42% | 3,725,321 | $98,311,221 | $121,259,199 | +$22,947,978 | +23.34% | |
| Nomura Asset Management International Inc. | 0.15% | 3,705,443 | $97,787,000 | $120,612,170 | +$22,825,170 | +23.34% | |
| D. E. Shaw & Co., Inc. | 0.06% | 3,687,880 | $97,323,153 | $120,040,494 | +$22,717,341 | +23.34% | |
| Alliancebernstein L.P. | 0.03% | 3,463,700 | $84,133,273 | $112,743,435 | +$28,610,162 | +34.01% | |
| Ubs Group Ag | 0.01% | 2,848,991 | $75,184,873 | $92,734,657 | +$17,549,784 | +23.34% | |
| Barclays Plc | 0.02% | 2,816,366 | $74,323,898 | $91,672,713 | +$17,348,815 | +23.34% | |
| Vanguard Fiduciary Trust Co | 0.01% | 2,461,728 | $64,965,002 | $80,129,246 | +$15,164,244 | +23.34% | |
| Bank Of America Corp | 0.00% | 2,245,546 | $59,259,966 | $73,092,522 | +$13,832,556 | +23.34% | |
| Allianz Asset Management Gmbh | 0.06% | 2,141,912 | $56,525,058 | $69,719,236 | +$13,194,178 | +23.34% | |
| Wealth Enhancement Advisory Services, Llc | 0.09% | 1,969,959 | $56,010,526 | $64,122,165 | +$8,111,639 | +14.48% | |
| Bank Of New York Mellon Corp | 0.01% | 2,109,979 | $55,682,332 | $68,679,816 | +$12,997,484 | +23.34% | |
| Nuveen, Llc | 0.01% | 1,910,544 | $50,419,238 | $62,188,207 | +$11,768,969 | +23.34% | |
| Citadel Advisors Llc | 0.03% | 1,862,292 | $49,145,886 | $60,617,605 | +$11,471,719 | +23.34% | |
| Raymond James Financial Inc | 0.01% | 1,812,379 | $47,828,663 | $58,992,936 | +$11,164,273 | +23.34% | |
| Quantinno Capital Management Lp | 0.06% | 1,809,782 | $47,760,149 | $58,908,404 | +$11,148,255 | +23.34% | |
| Los Angeles Capital Management Llc | 0.16% | 1,650,885 | $43,566,854 | $53,736,307 | +$10,169,453 | +23.34% | |
| Trian Fund Management | Nelson Peltz | 1.01% | 1,625,472 | $42,896,206 | $52,909,114 | +$10,012,908 | +23.34% |
| Healthcare Of Ontario Pension Plan Trust Fund | 0.06% | 1,609,215 | $42,467,184 | $52,379,948 | +$9,912,764 | +23.34% | |
| Jpmorgan Chase & Co | 0.00% | 1,590,043 | $42,202,350 | $51,755,900 | +$9,553,550 | +22.64% | |
| Ameriprise Financial Inc | 0.01% | 1,511,613 | $39,892,009 | $49,203,003 | +$9,310,994 | +23.34% | |
| Deutsche Bank Ag\ | 0.01% | 1,502,247 | $39,644,299 | $48,898,140 | +$9,253,841 | +23.34% | |
| Voloridge Investment Management, Llc | 0.17% | 1,480,030 | $39,057,992 | $48,174,976 | +$9,116,984 | +23.34% | |
| Sonoma Allocations Llc | 11.90% | 447,018 | $38,300,409 | $14,550,436 | -$23,749,973 | -62.01% | |
| Fisher Asset Management, Llc | 0.01% | 1,447,838 | $38,208,451 | $47,127,127 | +$8,918,676 | +23.34% | |
| Squarepoint Ops Llc | 0.07% | 1,406,787 | $37,125,109 | $45,790,917 | +$8,665,808 | +23.34% | |
| Royal Bank Of Canada | 0.01% | 1,402,186 | $37,004,000 | $45,641,154 | +$8,637,154 | +23.34% | |
| Engineers Gate Manager Lp | 0.46% | 1,354,613 | $35,748,237 | $44,092,653 | +$8,344,416 | +23.34% | |
| Connor, Clark & Lunn Investment Management Ltd. | 0.07% | 1,330,992 | $35,124,879 | $43,323,790 | +$8,198,911 | +23.34% | |
| Arrowstreet Capital, Limited Partnership | 0.02% | 1,304,988 | $34,438,633 | $42,477,359 | +$8,038,726 | +23.34% | |
| Wedge Capital Management L L P/Nc | 0.53% | 1,208,058 | $31,880,651 | $39,322,288 | +$7,441,637 | +23.34% | |
| Letko, Brosseau & Associates Inc | 0.46% | 1,180,538 | $31,154,398 | $38,426,512 | +$7,272,114 | +23.34% | |
| Basswood Capital Management, L.L.C. | 1.32% | 1,167,259 | $30,803,965 | $37,994,280 | +$7,190,315 | +23.34% |
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.