Invesco Ltd. (IVZ) Ownership
IVZ ownership summary
as of October 18, 2026- Institutions
- 98.5% of shares outstanding
- Insiders
- 0.60% of shares outstanding
- Shares outstanding
- 441.5M
- Float
- 356.5M shares available to trade
- Short interest
- 5.26% 16.1M shares short
- Days to cover
- 3.71 short interest up 30.2% vs prior month
- Institutions 98.48%
- Insiders 0.60%
- Other investors 0.92%
IVZ top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Massachusetts Mutual Life Insurance Co | 18.42% | 81.3M | $2.29B | — | June 30, 2026 |
| 2 | BlackRock Inc | 8.77% | 38.7M | $1.09B | −34,114 (−0.1%) | June 30, 2026 |
| 3 | Vanguard Capital Management, LLC | 6.37% | 28.1M | $792.5M | +138,964 (+0.5%) | June 30, 2026 |
| 4 | Dimensional Fund Advisors, Inc. | 4.92% | 21.7M | $612.4M | +355,863 (+1.7%) | June 30, 2026 |
| 5 | Vanguard Portfolio Management, LLC | 4.18% | 18.5M | $520.5M | −803,831 (−4.2%) | June 30, 2026 |
| 6 | State Street Corp | 3.80% | 16.8M | $473.6M | +87,930 (+0.5%) | June 30, 2026 |
| 7 | Millennium Management LLC | 3.55% | 15.7M | $442.4M | −6.0M (−27.5%) | June 30, 2026 |
| 8 | AQR Capital Management LLC | 2.85% | 12.6M | $355.4M | +79,749 (+0.6%) | June 30, 2026 |
| 9 | Geode Capital Management, LLC | 2.83% | 12.5M | $352.6M | −338,156 (−2.6%) | June 30, 2026 |
| 10 | The Goldman Sachs Group Inc | 2.53% | 11.1M | $314.4M | +605,275 (+5.7%) | June 30, 2026 |
| 11 | T. Rowe Price Associates, Inc. | 2.40% | 10.6M | $299.4M | −1.5M (−12.4%) | June 30, 2026 |
| 12 | Amvescap Plc. | 2.11% | 9.3M | $262.5M | −1.2M (−11.8%) | June 30, 2026 |
| 13 | Morgan Stanley - Brokerage Accounts | 1.99% | 8.8M | $248.0M | +823,967 (+10.3%) | June 30, 2026 |
| 14 | Northern Trust Corp | 1.37% | 6.1M | $170.9M | +52,976 (+0.9%) | June 30, 2026 |
| 15 | Qube Research & Technologies | 1.21% | 5.3M | $150.8M | +2.8M (+106.9%) | June 30, 2026 |
| 16 | NORGES BANK | 1.18% | 5.2M | $146.9M | +1.3M (+33.5%) | June 30, 2026 |
| 17 | Charles Schwab Investment Management Inc | 1.00% | 4.4M | $124.1M | −46,621 (−1.0%) | June 30, 2026 |
| 18 | Amundi | 0.90% | 4.0M | $112.6M | +3.0M (+283.1%) | June 30, 2026 |
| 19 | Macquarie Group Ltd | 0.84% | 3.7M | $105.1M | +390,017 (+11.7%) | June 30, 2026 |
| 20 | Delaware Management Holdings Inc | 0.84% | 3.7M | $104.5M | +181,951 (+5.2%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 12 holders added 9.7M shares and 7 cut 9.9M.
IVZ top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Vanguard MStar Total Stk Mkt Idx Invest | 3.03% | 13.4M | $377.1M | −42,648 (−0.3%) | August 31, 2026 |
| 2 | Vanguard 500 Index Investor | 2.67% | 11.8M | $332.1M | +139,594 (+1.2%) | August 31, 2026 |
| 3 | Vanguard Small Cap Index | 2.19% | 9.7M | $273.2M | +13,672 (+0.1%) | August 31, 2026 |
| 4 | iShares Select Dividend ETF | 2.09% | 9.2M | $259.8M | −3,160 (−0.0%) | September 30, 2026 |
| 5 | Vanguard MStar Small Cap Value Index | 1.39% | 6.2M | $173.5M | +4,677 (+0.1%) | August 31, 2026 |
| 6 | Invesco S&P 500® Equal Weight ETF | 1.38% | 6.1M | $171.9M | −12,635 (−0.2%) | September 30, 2026 |
| 7 | iShares Core S&P 500 ETF | 1.33% | 5.9M | $165.9M | −9,472 (−0.2%) | September 30, 2026 |
| 8 | Fidelity 500 Index | 1.30% | 5.8M | $162.3M | +22,105 (+0.4%) | August 31, 2026 |
| 9 | State Street® SPDR® S&P 500® ETF | 1.24% | 5.5M | $154.1M | — | September 30, 2026 |
| 10 | DFA US Small Cap Value I | 1.19% | 5.3M | $148.2M | — | August 31, 2026 |
| 11 | DFA US Targeted Value I | 0.70% | 3.1M | $86.7M | — | August 31, 2026 |
| 12 | State Street®FinSelSectSPDR®ETF | 0.68% | 3.0M | $84.3M | −18,997 (−0.6%) | September 30, 2026 |
| 13 | T. Rowe Price Mid-Cap Value | 0.67% | 3.0M | $84.0M | −1,827 (−0.1%) | August 31, 2026 |
| 14 | Nomura Growth and Income A | 0.67% | 3.0M | $84.0M | — | August 31, 2026 |
| 15 | Dimensional US Targeted Value ETF | 0.58% | 2.6M | $71.9M | +109 (+0.0%) | September 30, 2026 |
| 16 | Vanguard Institutional Index I | 0.54% | 2.4M | $66.7M | −29,666 (−1.2%) | August 31, 2026 |
| 17 | Dimensional US Small Cap Value ETF | 0.38% | 1.7M | $47.2M | — | September 24, 2026 |
| 18 | Carillon Scout Mid Cap I | 0.35% | 1.5M | $43.4M | +273,615 (+21.6%) | September 30, 2026 |
| 19 | Jupiter Merian Glb Eq Abs Rt I USD Acc | 0.34% | 1.5M | $42.6M | — | June 30, 2026 |
| 20 | iShares Russell Mid-Cap ETF | 0.34% | 1.5M | $41.8M | +2,736 (+0.2%) | September 30, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
IVZ insider transactions
latest 5| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2026-03-17 | Kevin Hern | Sell | $23.74 | — | — |
| 2026-02-10 | Gilbert Ray Cisneros, Jr. | Sell | $27.32 | — | — |
| 2026-01-09 | Gilbert Ray Cisneros, Jr. | Buy | $28.61 | — | — |
| 2025-10-31 | Douglas J Sharp | Sell | $23.56 | 160,000 | $3.8M |
| 2025-09-10 | Stephanie Butcher | Sell | $22.12 | 103,192 | $2.3M |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
IVZ shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns IVZ
Institutional investors own 98.5% of Invesco's shares and insiders 0.60%. The largest holder is Massachusetts Mutual Life Insurance Co with 18.42% of the shares (81.3M), as of June 30, 2026. Among the top 20 institutions, 12 added shares and 7 reduced their stake in the latest filings. Short interest is 5.26% of the float, or 3.71 days of average trading volume. The share count rose 4.7% since 2014.
Related: IVZ analyst forecast, IVZ key metrics, IVZ dividend history. See the IVZ stock overview for the latest quote and news.
IVZ ownership FAQ
Who owns the most Invesco stock?
The largest shareholders of Invesco are Massachusetts Mutual Life Insurance Co (18.42%), BlackRock Inc (8.77%), Vanguard Capital Management, LLC (6.37%), Dimensional Fund Advisors, Inc. (4.92%), Vanguard Portfolio Management, LLC (4.18%).
What percentage of Invesco is owned by institutions?
Institutions hold 98.5% of Invesco's shares outstanding; insiders hold 0.60%.
Which funds own Invesco?
The largest fund holders of Invesco are Vanguard MStar Total Stk Mkt Idx Invest (3.03%), Vanguard 500 Index Investor (2.67%), Vanguard Small Cap Index (2.19%), iShares Select Dividend ETF (2.09%), Vanguard MStar Small Cap Value Index (1.39%).
What is Invesco's short interest?
16.1M shares of Invesco were sold short, 5.26% of the float; at the average daily volume it would take 3.71 days to cover.
Are insiders buying or selling Invesco?
Of the latest 5 reported insider transactions in Invesco (since September 10, 2025), 1 were purchases and 4 were sales.
How many shares of Invesco are outstanding?
Invesco has 441.5M shares outstanding, of which 356.5M are in the public float.