IVZInvesco
Invesco Ltd. (the Parent), along with its consolidated entities (collectively, Invesco or the company), is an independent investment management firm dedicated to delivering a superior investment experience. 10-K, Item 1
- Headquarters
- Atlanta, GA
- CEO
- Andrew Schlossberg
- Next results
- around Jan 26, 2027
Who owns IVZ
97% of the shares are held by institutions that file 13Fs; the rest by everyone else.
13F filings are quarterly and up to 45 days old. Insider trades: Form 4 rows coded P (bought) and S (sold) at a price, not grants or plan exercises.
Institutional ownership 13F data can be up to 45 days old
Every 13F-HR filed for the quarter ending Jun 30, 2026, from SEC's Form 13F data sets. A 13F lists the long positions of managers with more than $100M in US stocks. Two managers can report the same shares, so totals can count some shares twice.
| Holder | Shares | Value | % of company | From Mar 31, 2026 |
|---|---|---|---|---|
| MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 81.33M | $2.1B | 18.50% | Held |
| BlackRock, Inc. | 38.71M | $1.0B | 8.81% | Held |
| VANGUARD CAPITAL MANAGEMENT LLC | 28.10M | $741.7M | 6.39% | Held |
| DIMENSIONAL FUND ADVISORS LP | 21.72M | $573.1M | 4.94% | Added +1.7% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 18.46M | $487.1M | 4.20% | Reduced -4.2% |
| STATE STREET CORP | 16.79M | $443.2M | 3.82% | Added +0.5% |
| MILLENNIUM MANAGEMENT LLC | 15.69M | $414.0M | 3.57% | Reduced -27.5% |
| AQR CAPITAL MANAGEMENT LLC | 12.60M | $332.6M | 2.87% | Added +0.6% |
| GEODE CAPITAL MANAGEMENT, LLC | 12.50M | $329.4M | 2.84% | Reduced -2.6% |
| GOLDMAN SACHS GROUP INC | 11.15M | $294.2M | 2.54% | Added +5.7% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 10.62M | $280K | 2.42% | Reduced -12.4% |
| Invesco Ltd. | 9.31M | $245.7M | 2.12% | Reduced -11.8% |
| MORGAN STANLEY | 8.79M | $232.1M | 2.00% | Added +10.3% |
| NORTHERN TRUST CORP | 6.06M | $159.9M | 1.38% | Added +0.9% |
| Qube Research & Technologies Ltd | 5.35M | $141.2M | 1.22% | Added +106.9% |
| NORGES BANK | 5.21M | $137.5M | 1.19% | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4.40M | $116.1M | 1.00% | Reduced -1.0% |
| Amundi | 3.99M | $105.4M | 0.91% | Added +283.1% |
| MACQUARIE GROUP LTD | 3.73M | $98.3M | 0.85% | Added +11.7% |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 3.71M | $97.8M | 0.84% | Added +5.2% |
| D. E. Shaw & Co., Inc. | 3.69M | $97.3M | 0.84% | Added +24.1% |
| ALLIANCEBERNSTEIN L.P. | 3.46M | $84.1M | 0.79% | Reduced -28.1% |
| UBS Group AG | 2.85M | $75.2M | 0.65% | Reduced -1.1% |
| BARCLAYS PLC | 2.82M | $74.3M | 0.64% | Added +17.5% |
| VANGUARD FIDUCIARY TRUST CO | 2.46M | $65.0M | 0.56% | Held |
Bought the most shares
- NORGES BANK +5.21M, new
- Amundi +2.95M
- Qube Research & Technologies Ltd +2.76M
- SG Americas Securities, LLC +1.81M
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND +1.58M
- CITADEL ADVISORS LLC +1.55M
- Connor, Clark & Lunn Investment Management Ltd. +1.07M
- JANE STREET GROUP, LLC +1.05M
- Allianz Asset Management GmbH +960K
- MORGAN STANLEY +824K
Sold the most shares
- MILLENNIUM MANAGEMENT LLC -5.96M
- Point72 Asset Management, L.P. -1.60M, sold out
- PRICE T ROWE ASSOCIATES INC /MD/ -1.50M
- ALLIANCEBERNSTEIN L.P. -1.35M
- TRIAN FUND MANAGEMENT, L.P. -1.35M
- Bank of New York Mellon Corp -1.32M
- FIRST TRUST ADVISORS LP -1.32M
- Invesco Ltd. -1.25M
- CITIGROUP INC -1.22M
- Alyeska Investment Group, L.P. -1.17M, sold out
Superinvestors holding IVZ 13F data can be up to 45 days old
From the latest 13F-HR of each of the investors followed on Investors. A 13F shows holdings at the end of a quarter and is filed up to 45 days later.
| Investor | Quarter | Shares | Value | % of portfolio | Last quarter |
|---|---|---|---|---|---|
| Nelson Peltz Trian Fund Management | Jun 30, 2026 | 1.63M | $42.9M | 1.01% | Reduced -45.3% |
13D filings: owners of more than 5% who may push for change
No Schedule 13D about IVZ in the last year.
Work on IVZ in a spreadsheet:
Excel workbook (a sheet per section, ten years by column, charts, links to the filings) ·
CSV.
For a Google Sheet that stays up to date, paste =IMPORTDATA("https://tickdelta.com/company/IVZ/export.csv") into a cell.