Invesco Ownership | Who Owns Invesco?
Invesco Ownership Summary
Invesco is owned by 0.03% institutional investors, 0.70% insiders, and 99.27% retail investors. Massachusetts mutual life insurance is the largest institutional shareholder, holding 17.88% 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 | 0.03% | 0.70% | 99.27% |
| Sector | Financial Services Stocks | 71.97% | 15.45% | 12.58% |
| Industry | Asset Management Stocks | 31.89% | 9.87% | 58.24% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Massachusetts mutual life insurance | 81.33M | 17.88% | $1.42B |
| Blackrock funding, inc. /de | 54.96M | 12.08% | $960.67M |
| Blackrock | 54.21M | 11.88% | $810.97M |
| Vanguard group | 51.49M | 11.32% | $900.13M |
| Trian fund management | 23.17M | 5.12% | $351.54M |
| State street | 20.91M | 4.58% | $312.80M |
| Dimensional fund advisors lp | 20.10M | 4.42% | $351.43M |
| Geode capital management | 10.38M | 2.28% | $181.28M |
| Aqr capital management | 8.15M | 1.79% | $142.39M |
| Alliancebernstein | 6.38M | 1.40% | $111.53M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Massachusetts mutual life insurance | 81.33M | 79.57% | $1.42B |
| Trian fund management | 23.17M | 9.41% | $351.54M |
| Insight folios | 398.19K | 2.44% | $5.96M |
| American financial group | 245.00K | 1.95% | $4.28M |
| Olstein capital management | 470.00K | 1.45% | $8.22M |
| Continental advisors | 170.29K | 1.37% | $2.98M |
| Valueworks | 207.39K | 1.21% | $3.63M |
| Wealthcare capital management | 630.54K | 1.11% | $11.02M |
| Gifford fong associates | 255.39K | 1.10% | $4.46M |
| Poehling capital management | 256.93K | 1.05% | $3.84M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 3.29M | 0.01% | 3.29M |
| Aqr capital management | 8.15M | 0.18% | 2.26M |
| Ubs group | 3.63M | 0.01% | 2.07M |
| Cibc private wealth group | 1.71M | 0.05% | 1.64M |
| Deutsche bank ag\ | 3.33M | 0.02% | 1.23M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Millennium management | 2.65M | 0.02% | -4.58M |
| Point72 asset management | - | - | -2.04M |
| Swedbank ab | - | - | -2.00M |
| Massachusetts financial services co /ma/ | - | - | -1.32M |
| Azora capital lp | - | - | -1.17M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 3.29M | 0.01% | 3.29M | $57.46M |
| La banque postale asset management sa | 413.12K | 0.10% | 413.12K | $7.22M |
| Susquehanna fundamental investments | 328.65K | 0.08% | 328.65K | $5.74M |
| Mubadala investment co pjsc | 220.44K | 0.02% | 220.44K | $3.85M |
| Raymond james financial | 113.19K | 0.00% | 113.19K | $1.98M |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -2.00 |
| West branch capital | -3.00 |
| Activest wealth management | -3.00 |
| Ruedi wealth management | -7.00 |
| Sugar maple asset management | -10.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2025 | 6 | -98.90% | 148,399 | -99.96% | - | 0.00% | 2 | -99.30% | 3 | -98.10% |
| Dec 31, 2024 | 362 | -30.38% | 277,997,541 | -28.01% | 61 | 0.85% | 181 | -29.57% | 111 | -28.39% |
| Sep 30, 2024 | 513 | 2.19% | 385,996,852 | 27.66% | 84 | 1.93% | 255 | 11.35% | 152 | -10.59% |
| Jun 30, 2024 | 497 | -4.05% | 301,976,253 | 0.79% | 66 | 1.52% | 226 | -9.96% | 170 | 6.25% |
| Mar 31, 2024 | 518 | 0.39% | 299,609,786 | 1.31% | 65 | 1.56% | 251 | 2.45% | 160 | -15.79% |
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 | 12.81M | 2.86% | 138.03K |
| Vanguard Institutional 500 Index Trust | 12.65M | 2.83% | 202.01K |
| iShares Select Dividend ETF | 10.20M | 2.28% | -3.46K |
| Vanguard Small Cap Index | 10.11M | 2.26% | 58.99K |
| Invesco S&P 500® Equal Weight ETF | 9.02M | 2.01% | -31.36K |
| Vanguard Small Cap Value Index Inv | 6.54M | 1.46% | 20.39K |
| DFA US Small Cap Value I | 5.77M | 1.29% | -131.24K |
| Fidelity 500 Index | 5.62M | 1.26% | -8.34K |
| SPDR® S&P 500 ETF | 5.61M | 1.25% | -82.30K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 |
| Oct 02, 2023 | Invesco Realty, Inc. | - | Buy | $5.00M |
| Sep 05, 2023 | Invesco Realty, Inc. | - | Buy | $17.50M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
IVZ Ownership FAQ
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