Invesco Ownership | Who Owns Invesco?

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Invesco Ownership Summary

Invesco is owned by 47.82% institutional investors, 0.63% insiders, and 51.54% retail investors. Massachusetts mutual life insurance is the largest institutional shareholder, holding 18.03% of IVZ shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 3.03% of its assets in Invesco shares.

IVZ Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Invesco	47.82%	0.63%	51.54%
Sector	Financial Services Stocks	37.05%	15.56%	47.39%
Industry	Asset Management Stocks	49.02%	11.57%	39.41%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Massachusetts mutual life insurance	81.33M	18.03%	$1.98B
Blackrock	54.21M	11.88%	$810.97M
Vanguard group	52.97M	11.74%	$1.39B
Blackrock funding, inc. /de	38.75M	8.59%	$941.18M
Millennium management	21.65M	4.80%	$525.85M
Dimensional fund advisors lp	21.36M	4.73%	$518.84M
State street	16.71M	3.70%	$405.77M
Geode capital management	12.84M	2.85%	$311.42M
Aqr capital management	12.52M	2.78%	$299.58M
Price t rowe associates inc /md/	12.12M	2.69%	$294.34M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Massachusetts mutual life insurance	81.33M	91.14%	$1.98B
Cambridge financial group	323.85K	2.94%	$7.87M
Insight folios	398.19K	2.44%	$5.96M
Delta global management lp	1.12M	2.23%	$27.26M
Del-sette capital management	146.66K	2.13%	$3.56M
Trian fund management	2.97M	1.87%	$72.16M
Basswood capital management	1.20M	1.38%	$29.25M
Gifford fong associates	255.39K	1.34%	$6.71M
Vista investment partners ii	118.80K	1.30%	$2.89M
Poehling capital management	253.00K	1.29%	$6.15M

Top Buyers

Holder	Shares	% Assets	Change
Millennium management	21.65M	0.22%	7.77M
Price t rowe associates inc /md/	12.12M	0.03%	5.39M
Goldman sachs group	10.54M	0.03%	4.12M
Norges bank	3.90M	0.01%	3.90M
Aqr capital management	12.52M	0.14%	3.64M

Top Sellers

Holder	Shares	% Assets	Change
State street	16.71M	0.01%	-4.84M
Samlyn capital	-	-	-4.21M
Fisher asset management	1.46M	0.01%	-4.05M
Jane street group	13.91K	-	-2.30M
Holocene advisors, lp	271.48K	0.02%	-2.20M

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	3.90M	0.01%	3.90M	$102.52M
Vanguard fiduciary trust	2.47M	0.02%	2.47M	$59.95M
Vanguard global advisers	971.95K	0.01%	971.95K	$23.61M
Todd asset management	926.71K	0.44%	926.71K	$22.51M
Axa investment managers	468.58K	0.03%	468.58K	$10.75M

Sold Out

Holder	Change
Stephens consulting	-1.00
Mendota financial group	-2.00
West branch capital	-3.00
Ruedi wealth management	-7.00
Goalvest advisory	-9.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Mar 31, 2026	435	-33.49%	215,777,794	-47.53%	47	0.58%	242	-33.33%	122	-32.60%
Dec 31, 2025	458	-22.37%	310,633,992	-20.62%	68	0.93%	246	-20.39%	132	-22.35%
Sep 30, 2025	559	5.87%	389,558,007	5.85%	85	1.31%	292	8.15%	160	-13.98%
Jun 30, 2025	530	-1.67%	409,755,073	1.69%	90	1.14%	272	-4.23%	185	5.71%
Mar 31, 2025	6	-98.90%	148,399	-99.96%	-	0.00%	2	-99.30%	3	-98.10%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard US Total Market Shares ETF	13.59M	3.03%	11.17K
Vanguard Total Stock Mkt Idx Inv	13.36M	3.01%	-708.16K
Vanguard 500 Index Investor	11.31M	2.54%	-140.65K
Vanguard Small Cap Index	9.73M	2.19%	-375.69K
iShares Select Dividend ETF	9.31M	2.10%	-
Invesco S&P 500® Equal Weight ETF	7.04M	1.59%	-2.12K
Vanguard Small Cap Value Index Inv	6.19M	1.39%	-298.94K
iShares Core S&P 500 ETF	5.74M	1.29%	16.84K
Fidelity 500 Index	5.67M	1.28%	5.89K
SPDR® S&P 500 ETF	5.61M	1.25%	-82.30K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Oct 31, 2025	Sharp Douglas J	Senior Managing Director	Sell	$3.77M
Sep 10, 2025	Butcher Stephanie	Senior Managing Director	Sell	$2.28M
Oct 02, 2023	Invesco Realty, Inc.	-	Buy	$5.00M
Oct 02, 2023	Invesco Realty, Inc.	-	Buy	$5.00M
Oct 02, 2023	Invesco Realty, Inc.	-	Buy	$5.00M

Insider Transactions Trends

Date	Buy	Sell
2025 Q4	-	1
2025 Q3	-	1
2025 Q2	-	-
2025 Q1	-	-
2024 Q4	-	-

IVZ Ownership FAQ

Who Owns Invesco?

Invesco shareholders are primarily institutional investors at 47.82%, followed by 0.63% insiders and 51.55% retail investors. The average institutional ownership in Invesco's industry, Asset Management Stocks, is 49.02%, which Invesco falls below.

Who owns the most shares of Invesco?

Invesco’s largest shareholders are Massachusetts mutual life insurance (81.33M shares, 18.03%), Blackrock (54.21M shares, 11.88%), and Vanguard group (52.97M shares, 11.74%). Together, they hold 41.64% of Invesco’s total shares outstanding.

Does Blackrock own Invesco?

Yes, BlackRock owns 11.88% of Invesco, totaling 54.21M shares as of Jun 2024. This represents 0.02% of BlackRock's total assets, with a market value of 810.97M$. In the last quarter, BlackRock decreased its holdings by -140K shares, a -0.26% change.

Who is Invesco’s biggest shareholder by percentage of total assets invested?

Massachusetts mutual life insurance is Invesco’s biggest shareholder by percentage of total assets invested, with 91.14% of its assets in 81.33M Invesco shares, valued at 1.98B$.

Who is the top mutual fund holder of Invesco shares?

Vanguard US Total Market Shares ETF is the top mutual fund holder of Invesco shares, with 3.03% of its total shares outstanding invested in 13.59M Invesco shares.

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