Invesco Ownership | Who Owns Invesco?

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Invesco Ownership Summary

Invesco is owned by 68.85% institutional investors, 0.65% insiders, and 30.51% retail investors. Massachusetts mutual life insurance is the largest institutional shareholder, holding 18.03% of IVZ shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.14% of its assets in Invesco shares.

IVZ Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Invesco	68.85%	0.65%	30.51%
Sector	Financial Services Stocks	32.01%	15.42%	52.57%
Industry	Asset Management Stocks	25.13%	8.83%	66.05%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Massachusetts mutual life insurance	81.33M	18.03%	$2.14B
Blackrock	54.21M	11.88%	$810.97M
Vanguard group	52.97M	11.74%	$1.39B
Blackrock funding, inc. /de	38.96M	8.63%	$1.02B
State street	21.52M	4.74%	$493.73M
Dimensional fund advisors lp	20.76M	4.60%	$545.49M
Trian fund management	14.63M	3.22%	$335.58M
Geode capital management	10.93M	2.42%	$286.47M
Aqr capital management	8.15M	1.79%	$142.39M
Morgan stanley	7.34M	1.63%	$192.79M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Massachusetts mutual life insurance	81.33M	88.11%	$2.14B
Trian fund management	14.63M	8.17%	$335.58M
Insight folios	398.19K	2.44%	$5.96M
Del-sette capital management	136.32K	2.21%	$3.58M
Poehling capital management	253.38K	1.36%	$6.66M
Gifford fong associates	255.39K	1.34%	$6.71M
Wealthcare capital management	498.55K	1.30%	$13.10M
Olstein capital management	233.00K	1.26%	$6.12M
Live oak private wealth	346.78K	1.24%	$9.11M
Mork capital management	73.40K	1.16%	$1.68M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	3.90M	0.01%	3.90M
Holocene advisors, lp	2.43M	0.13%	2.43M
Aqr capital management	8.15M	0.18%	2.26M
Samlyn capital	1.94M	0.61%	1.94M
Balyasny asset management	5.09M	0.12%	1.87M

Top Sellers

Holder	Shares	% Assets	Change
Royal bank of canada	473.47K	0.00%	-8.46M
Millennium management	2.65M	0.02%	-4.58M
Alliancebernstein	4.99M	0.04%	-2.93M
Swedbank ab	-	-	-2.00M
Alyeska investment group	-	-	-1.52M

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	3.90M	0.01%	3.90M	$102.52M
Holocene advisors, lp	2.43M	0.13%	2.43M	$55.72M
Samlyn capital	1.94M	0.61%	1.94M	$44.57M
Wedge capital management l l p/nc	1.27M	0.60%	1.27M	$33.25M
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 %
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%
Dec 31, 2024	362	-30.38%	277,997,541	-28.01%	61	0.85%	181	-29.57%	111	-28.39%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	14.00M	3.14%	74.66K
Vanguard US Total Market Shares ETF	13.59M	3.03%	11.17K
Vanguard 500 Index Investor	11.06M	2.48%	-1.30M
Vanguard Small Cap Index	10.87M	2.44%	191.68K
iShares Select Dividend ETF	9.98M	2.24%	-
Invesco S&P 500® Equal Weight ETF	9.39M	2.11%	13.75K
Vanguard Small Cap Value Index Inv	6.99M	1.57%	180.56K
DFA US Small Cap Value I	5.77M	1.29%	-
Fidelity 500 Index	5.67M	1.27%	2.53K
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 68.85%, followed by 0.65% insiders and 30.50% retail investors. The average institutional ownership in Invesco's industry, Asset Management Stocks, is 25.13%, which Invesco exceeds.

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 88.11% of its assets in 81.33M Invesco shares, valued at 2.14B$.

Who is the top mutual fund holder of Invesco shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Invesco shares, with 3.14% of its total shares outstanding invested in 14M Invesco shares.

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