Invesco Ownership | Who Owns Invesco?

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Invesco Ownership Summary

Invesco is owned by 90.29% institutional investors, 0.70% insiders, and 9.00% retail investors. Massachusetts mutual life insurance is the largest institutional shareholder, holding 17.88% 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	90.29%	0.70%	9.00%
Sector	Financial Services Stocks	51.64%	15.54%	32.82%
Industry	Asset Management Stocks	51.84%	9.46%	38.70%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Massachusetts mutual life insurance	81.33M	17.88%	$1.42B
Blackrock	54.21M	11.88%	$810.97M
Vanguard group	51.49M	11.32%	$900.13M
Blackrock funding, inc. /de	45.24M	9.97%	$713.42M
State street	20.91M	4.58%	$312.80M
Dimensional fund advisors lp	20.10M	4.42%	$351.43M
Trian fund management	14.63M	3.22%	$230.69M
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	14.63M	6.08%	$230.69M
Insight folios	398.19K	2.44%	$5.96M
American financial group	245.00K	1.45%	$3.86M
Olstein capital management	470.00K	1.45%	$8.22M
Continental advisors	170.29K	1.37%	$2.98M
Governors lane lp	925.22K	1.32%	$14.59M
Valueworks	207.39K	1.21%	$3.63M
Wealthcare capital management	630.54K	1.11%	$11.02M
Poehling capital management	255.59K	0.94%	$4.03M

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
Balyasny asset management	5.09M	0.12%	1.87M
Deutsche bank ag\	3.33M	0.02%	1.23M

Top Sellers

Holder	Shares	% Assets	Change
Trian fund management	14.63M	6.08%	-8.54M
Millennium management	2.65M	0.02%	-4.58M
Blackrock funding, inc. /de	45.24M	0.01%	-2.66M
Swedbank ab	-	-	-2.00M
Marshall wace, llp	652.30K	0.01%	-1.92M

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	3.29M	0.01%	3.29M	$57.46M
Governors lane lp	925.22K	1.32%	925.22K	$14.59M
Lighthouse investment partners	235.85K	0.14%	235.85K	$3.72M
Graham capital management	169.87K	0.04%	169.87K	$2.68M
Wbi investments	109.29K	0.45%	109.29K	$1.72M

Sold Out

Holder	Change
Mendota financial group	-2.00
West branch capital	-3.00
Ruedi wealth management	-7.00
Goalvest advisory	-9.00
Sugar maple asset management	-10.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
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%

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 Institutional 500 Index Trust	12.73M	2.84%	80.14K
Vanguard 500 Index Investor	11.06M	2.48%	-1.30M
Vanguard Small Cap Index	10.87M	2.44%	191.68K
iShares Select Dividend ETF	10.13M	2.27%	-6.91K
Invesco S&P 500® Equal Weight ETF	9.38M	2.10%	2.61K
Vanguard Small Cap Value Index Inv	6.99M	1.57%	180.56K
DFA US Small Cap Value I	5.77M	1.29%	-
SPDR® Portfolio S&P 500® High Div ETF	5.69M	1.28%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
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
Oct 02, 2023	Invesco Realty, Inc.	-	Buy	$5.00M

Insider Transactions Trends

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

IVZ Ownership FAQ

Who Owns Invesco?

Invesco shareholders are primarily institutional investors at 90.29%, followed by 0.70% insiders and 9.01% retail investors. The average institutional ownership in Invesco's industry, Asset Management Stocks, is 51.84%, which Invesco exceeds.

Who owns the most shares of Invesco?

Invesco’s largest shareholders are Massachusetts mutual life insurance (81.33M shares, 17.88%), Blackrock (54.21M shares, 11.88%), and Vanguard group (51.49M shares, 11.32%). Together, they hold 41.08% 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 79.57% of its assets in 81.33M Invesco shares, valued at 1.42B$.

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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