Invesco Ownership | Who Owns Invesco?

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Invesco Ownership Summary

Invesco is owned by 95.14% institutional investors, 0.61% insiders, and 4.26% 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	95.14%	0.61%	4.26%
Sector	Financial Services Stocks	736.16%	13.84%	-650.00%
Industry	Asset Management Stocks	47.39%	11.77%	40.84%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Massachusetts mutual life insurance	81.33M	18.03%	$2.15B
Blackrock	54.21M	11.88%	$810.97M
Vanguard group	52.97M	11.74%	$1.39B
Blackrock funding, inc. /de	38.71M	8.58%	$1.02B
Vanguard capital management	28.10M	6.23%	$741.67M
Dimensional fund advisors lp	21.72M	4.81%	$573.11M
State street	16.79M	3.72%	$443.17M
Millennium management	15.69M	3.48%	$414.05M
Aqr capital management	12.60M	2.79%	$332.62M
Geode capital management	12.50M	2.77%	$329.39M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Massachusetts mutual life insurance	81.33M	90.22%	$2.15B
Del-sette capital management	251.88K	3.88%	$6.65M
Cambridge financial group	333.01K	3.06%	$8.79M
Insight folios	398.19K	2.44%	$5.96M
Poehling capital management	251.43K	1.42%	$6.64M
Gifford fong associates	255.39K	1.34%	$6.71M
Mork capital management	73.40K	1.24%	$1.94M
Basswood capital management	1.17M	1.23%	$30.80M
Vista investment partners ii	118.01K	1.22%	$3.11M
Vista investment partners	182.88K	1.21%	$4.83M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	5.21M	0.01%	5.21M
Sixth street partners management company	4.40M	0.02%	4.40M
Amundi	3.99M	0.03%	2.95M
Qube research	5.35M	0.13%	2.76M
Sg americas securities	1.88M	0.03%	1.81M

Top Sellers

Holder	Shares	% Assets	Change
Millennium management	15.69M	0.15%	-5.96M
Samlyn capital	-	-	-4.21M
Swedbank ab	-	-	-2.00M
Point72 asset management	-	-	-1.60M
Price t rowe associates inc /md/	10.62M	0.03%	-1.50M

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	5.21M	0.01%	5.21M	$137.51M
Sixth street partners management company	4.40M	0.02%	4.40M	$116.12M
Nfj investment group	717.49K	0.64%	717.49K	$18.93M
Axa investment managers	468.58K	0.03%	468.58K	$10.75M
Peak6	370.12K	0.02%	370.12K	$9.77M

Sold Out

Holder	Change
Stephens consulting	-1.00
Rakuten securities	-1.00
Mendota financial group	-2.00
Annis gardner whiting capital advisors	-2.00
West branch capital	-3.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2026	691	5.17%	429,167,633	2.44%	95	1.10%	365	0.83%	222	14.43%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard US Total Market Shares ETF	13.59M	3.03%	11.17K
Vanguard Morn Total Stk Mkt Idx Investor	13.37M	3.03%	-34.54K
Vanguard Total Stock Mkt Idx Inv	13.37M	3.02%	-34.54K
Vanguard 500 Index Investor	11.52M	2.60%	-108.14K
Vanguard Small Cap Index	9.66M	2.18%	-39.86K
iShares Select Dividend ETF	9.22M	2.09%	-
Invesco S&P 500® Equal Weight ETF	6.79M	1.54%	-11.55K
Vanguard Morn Small Cap Value Index	6.13M	1.39%	-117.29K
Vanguard Small Cap Value Index Inv	6.13M	1.38%	-117.29K
iShares Core S&P 500 ETF	5.98M	1.35%	9.55K

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 95.14%, followed by 0.61% insiders and 4.25% retail investors. The average institutional ownership in Invesco's industry, Asset Management Stocks, is 47.39%, 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 41.65% 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 90.22% of its assets in 81.33M Invesco shares, valued at 2.15B$.

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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