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IVZ

Invesco Ltd.
$27.01 +0.18 (+0.67%) At close · Jul 2
Market Cap
$11.97B
Shares
443,300,000

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 631
Total Value: $9,885,629,086
Total Shares: 406,965,597
Showing 1–100 of 651 holdings by value · page 1 of 7

Institutional Ownership Trend

26 quarters

Superinvestors Holding IVZ

All superinvestors →
Nelson Peltz $72,164,229 Joel Greenblatt $312,126

Holder Concentration

Across 631 13F filers
Top Holder
20.0%
Jun 2023 → Mar 2026 · range 16.8% – 20.4%
of institutional value
Top 5
48.0%
Jun 2023 → Mar 2026 · range 48.0% – 57.9%
of institutional value
Top 10
64.0%
Jun 2023 → Mar 2026 · range 64.0% – 72.1%
of institutional value
HHI
683
Jun 2023 → Mar 2026 · range 683 – 890
Broadly held
Showing 100 of 651
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mid MASSACHUSETTS MUTUAL LIFE INSURANCE CO Insurance $1,975,562,028 19.98% 81,332,319
Mega BlackRock, Inc. $941,184,559 9.52% 38,747,821
Mega VANGUARD CAPITAL MANAGEMENT LLC $679,271,380 6.87% 27,965,063
Mega MILLENNIUM MANAGEMENT LLC $525,846,315 5.32% 21,648,675
Mega DIMENSIONAL FUND ADVISORS LP $518,861,577 5.25% 21,361,119
Mega STATE STREET CORP $405,766,344 4.10% 16,705,078
Mega GEODE CAPITAL MANAGEMENT, LLC $311,912,602 3.16% 12,841,194
Mega AQR CAPITAL MANAGEMENT LLC $304,218,423 3.08% 12,524,431
Mega PRICE T ROWE ASSOCIATES INC /MD/ $294,339,369 2.98% 12,117,718
Mega Invesco Ltd. $256,454,423 2.59% 10,558,025
Mega GOLDMAN SACHS GROUP INC $256,111,159 2.59% 10,543,893
Mega MORGAN STANLEY $193,584,056 1.96% 7,969,702
Mega NORTHERN TRUST CORP Bank $145,905,192 1.48% 6,006,801
Mega ALLIANCEBERNSTEIN L.P. $116,959,313 1.18% 4,815,122
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $108,013,767 1.09% 4,446,841
Mega MILLENNIUM MANAGEMENT LLC $104,451,858 1.06% 4,300,200
Large NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $85,585,620 0.87% 3,523,492
Mega Bank of New York Mellon Corp Bank $83,355,842 0.84% 3,431,694
Large MACQUARIE GROUP LTD $81,014,533 0.82% 3,335,304
Mid TRIAN FUND MANAGEMENT, L.P. $72,164,229 0.73% 2,970,944
Mega D. E. Shaw & Co., Inc. $72,162,407 0.73% 2,970,869
Mega UBS Group AG $69,961,538 0.71% 2,880,261
Mega BANK OF AMERICA CORP /DE/ Bank $64,472,701 0.65% 2,654,290
Large Qube Research & Technologies Ltd $62,790,815 0.64% 2,585,048
Mega VANGUARD FIDUCIARY TRUST CO Bank $59,950,707 0.61% 2,468,123
Mega BARCLAYS PLC $58,200,199 0.59% 2,396,056
Large LOS ANGELES CAPITAL MANAGEMENT LLC $50,901,443 0.51% 2,095,572
Mega DEUTSCHE BANK AG\ Bank $48,274,647 0.49% 1,987,429
Mega Nuveen, LLC $47,368,364 0.48% 1,950,118
Mega FIRST TRUST ADVISORS LP $44,308,287 0.45% 1,824,137
Mega AMERIPRISE FINANCIAL INC $43,658,455 0.44% 1,797,384
Mega CITIGROUP INC $41,279,347 0.42% 1,699,438
Large Point72 Asset Management, L.P. $38,938,375 0.39% 1,603,062
Large Quantinno Capital Management LP $38,250,143 0.39% 1,574,728
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $36,801,220 0.37% 1,515,077
Mega JPMORGAN CHASE & CO $35,941,083 0.36% 1,479,666
Mega Fisher Asset Management, LLC $35,499,519 0.36% 1,461,487
Large SEI INVESTMENTS CO $33,913,478 0.34% 1,396,191
Mega JANE STREET GROUP, LLC $32,094,377 0.32% 1,321,300
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $31,269,682 0.32% 1,287,348
Mid WEDGE CAPITAL MANAGEMENT L L P/NC $30,022,755 0.30% 1,236,013
Mega RAYMOND JAMES FINANCIAL INC $29,719,444 0.30% 1,223,526
Mid BASSWOOD CAPITAL MANAGEMENT, L.L.C. $29,252,082 0.30% 1,204,285
Mid LETKO, BROSSEAU & ASSOCIATES INC $29,105,808 0.29% 1,198,263
Large Allianz Asset Management GmbH $28,710,075 0.29% 1,181,971
Large Alyeska Investment Group, L.P. $28,359,983 0.29% 1,167,558
Mid Delta Global Management LP $27,259,622 0.28% 1,122,257
Mega BNP PARIBAS ARBITRAGE, SA $26,501,580 0.27% 1,091,049
Mega Amundi $25,312,609 0.26% 1,042,100
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $24,421,185 0.25% 1,005,401
Mega Vanguard Global Advisers, LLC $23,608,665 0.24% 971,950
Large TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY Pension $23,329,111 0.24% 960,441
Mid TODD ASSET MANAGEMENT LLC $22,509,858 0.23% 926,713
Mid Engineers Gate Manager LP $22,379,008 0.23% 921,326
Large IEQ CAPITAL, LLC $22,210,387 0.22% 914,384
Large VOLORIDGE INVESTMENT MANAGEMENT, LLC $22,023,767 0.22% 906,701
Large Squarepoint Ops LLC $20,100,509 0.20% 827,522
Mega PRINCIPAL FINANCIAL GROUP INC $20,028,246 0.20% 824,547
Mega FRANKLIN RESOURCES INC $19,928,217 0.20% 820,429
Mega BANK OF MONTREAL /CAN/ Bank $19,580,579 0.20% 806,117
Mega RHUMBLINE ADVISERS $18,112,712 0.18% 745,686
Mega Swiss National Bank Bank $17,088,015 0.17% 703,500
Large Cerity Partners LLC $17,054,833 0.17% 702,134
Mega California Public Employees Retirement System Pension $16,966,200 0.17% 698,485
Mega Legal & General Group Plc $16,601,023 0.17% 683,451
Mega HSBC HOLDINGS PLC $16,372,358 0.17% 674,037
Mega ROYAL BANK OF CANADA Bank $16,072,956 0.16% 661,711
Large CREDIT AGRICOLE S A $15,772,272 0.16% 649,332
Mega FMR LLC $14,058,589 0.14% 578,781
Mid Susquehanna Portfolio Strategies, LLC $13,973,696 0.14% 575,286
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $13,680,128 0.14% 563,200
Mega Mitsubishi UFJ Asset Management Co., Ltd. $13,086,650 0.13% 538,767
Micro WEALTHCARE CAPITAL MANAGEMENT LLC $11,308,088 0.11% 465,545
Small Endure Capital Management, LLC $11,212,409 0.11% 461,606
Mega CANADA PENSION PLAN INVESTMENT BOARD Pension $11,192,832 0.11% 460,800
Mid Governors Lane LP $10,383,975 0.11% 427,500
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $10,140,492 0.10% 417,476
Large Thrivent Financial for Lutherans $9,617,867 0.10% 395,960
Mega TWO SIGMA INVESTMENTS, LP $9,403,752 0.10% 387,145
Mega WELLS FARGO & COMPANY/MN $9,252,181 0.09% 380,905
Large STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM Pension $8,979,672 0.09% 369,686
Large Mariner, LLC $8,923,563 0.09% 367,376
Large ADAGE CAPITAL PARTNERS GP, L.L.C. $8,651,345 0.09% 356,169
Large NEW YORK STATE TEACHERS RETIREMENT SYSTEM Pension $8,651,077 0.09% 356,158
Large ExodusPoint Capital Management, LP $8,352,140 0.08% 343,851
Large CAPITAL FUND MANAGEMENT S.A. $8,257,774 0.08% 339,966
Small Live Oak Private Wealth LLC $8,228,893 0.08% 338,777
Mega VANGUARD ASSET MANAGEMENT, Ltd $7,976,520 0.08% 328,387
Mega GOLDMAN SACHS GROUP INC $7,894,250 0.08% 325,000
Small Cambridge Financial Group, Inc. $7,866,195 0.08% 323,845
Large Schonfeld Strategic Advisors LLC $7,709,986 0.08% 317,414
Mega CITADEL ADVISORS LLC $7,493,756 0.08% 308,512
Large CWM, LLC $7,206,891 0.07% 296,702
Large Russell Investments Group, Ltd. $7,189,131 0.07% 295,971
Mega MANUFACTURERS LIFE INSURANCE COMPANY, THE Insurance $6,944,122 0.07% 285,884
Mid Y-Intercept (Hong Kong) Ltd $6,866,564 0.07% 282,691
Mid ALGERT GLOBAL LLC $6,718,541 0.07% 276,597
Small IBEX WEALTH ADVISORS $6,596,702 0.07% 271,581
Large Holocene Advisors, LP $6,594,249 0.07% 271,480
Large Vontobel Holding Ltd. $6,333,423 0.06% 260,742
Key facts CIK 914208 CUSIP G491BT108 13F (30d) 34 filings 10 filers Visit website Investor relations

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