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Invesco Ltd. (IVZ) institutional ownership

Latest close $28.98 Jul 10, 2026
Market cap$11.7B 52-week range SectorFinancial Services
Funds holding · Q1 2026
614
reported IVZ position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Net bought $194M
345 buyers · 269 sellers

Invesco Ltd. (IVZ) price and institutional activity

Dates

Q1 2026

$1.2B bought by 345 investors
Millennium Management LLC$203MT. Rowe Price Associates$141M +343 more
$1.0B sold by 269 investors
State Street-$127MSamlyn Capital, LLC-$110M +267 more
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Bought Sold Totals per quarter; hover a bar for the names.

Invesco Ltd. (IVZ) institutional activity · 614

Investor Type Est. change Change Δ Own Date
Millennium Management LLC · Added +$203M
Change +7.8M Date Q1 2026
Millennium Management LLC Added· Q1 2026 +$203M +7.8M Q1 2026
T. Rowe Price Associates · Added +$141M
Change +5.4M Date Q1 2026
T. Rowe Price Associates Added· Q1 2026 +$141M +5.4M Q1 2026
State Street · Reduced −$127M
Change −4.8M Date Q1 2026
State Street Reduced· Q1 2026 −$127M −4.8M Q1 2026
Samlyn Capital, LLC · Exited −$110M
Change −4.2M Δ Own −100.0% Date Q1 2026
Samlyn Capital, LLC Exited· Q1 2026 −$110M −4.2M −100.0% Q1 2026
Goldman Sachs Group Inc · Added +$108M
Change +4.1M Date Q1 2026
Goldman Sachs Group Inc Added· Q1 2026 +$108M +4.1M Q1 2026
Fisher Asset Management, LLC Reduced· Q1 2026 −$106M −4.0M −73.5% Q1 2026
Norges · Exited −$102M
Change −3.9M Δ Own −100.0% Date Q1 2026
Norges Exited· Q1 2026 −$102M −3.9M −100.0% Q1 2026
AQR Capital Management LLC · Added +$95M
Change +3.6M Date Q1 2026
AQR Capital Management LLC Added· Q1 2026 +$95M +3.6M Q1 2026
Jane Street Group, LLC · Reduced −$60M
Change −2.3M Date Q1 2026
Jane Street Group, LLC Reduced· Q1 2026 −$60M −2.3M Q1 2026
Holocene Advisors, LP · Reduced −$57M
Change −2.2M Date Q1 2026
Holocene Advisors, LP Reduced· Q1 2026 −$57M −2.2M Q1 2026
Los Angeles Capital Management LLC · Added +$55M
Change +2.1M Date Q1 2026
Los Angeles Capital Management LLC Added· Q1 2026 +$55M +2.1M Q1 2026
D. E. Shaw & Co., Inc. · Added +$51M
Change +2.0M Δ Own +191.7% Date Q1 2026
D. E. Shaw & Co., Inc. Added· Q1 2026 +$51M +2.0M +191.7% Q1 2026
Geode · Added +$50M
Change +1.9M Date Q1 2026
Geode Added· Q1 2026 +$50M +1.9M Q1 2026
Vanguard · Reduced −$49M
Change −1.9M Date Q1 2026
Vanguard Reduced· Q1 2026 −$49M −1.9M Q1 2026
Invesco Ltd. · Added +$47M
Change +1.8M Δ Own +20.4% Date Q1 2026
Invesco Ltd. Added· Q1 2026 +$47M +1.8M +20.4% Q1 2026
Data through Q1 2026 · filed Jun 9, 2026
15 of 614

Famous investor activity in Invesco Ltd. (IVZ)

Invesco Ltd. (IVZ) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Dukes Laura Allison · Officer Tax withholding or exercise payment (F) -$1.4M
Price $27.01 Qty -52K Owned 290K ΔOwn −15.2% Trade date Jul 2, 2026 Filed date Jul 7, 2026
Dukes Laura Allison Officer Tax withholding or exercise payment (F) $27.01 -52K -$1.4M 290K −15.2% Jul 2, 2026 Jul 7, 2026
Kupor Jeffrey H. · Officer Tax withholding or exercise payment (F) -$702K
Price $27.01 Qty -26K Owned 126K ΔOwn −17.1% Trade date Jul 2, 2026 Filed date Jul 7, 2026
Kupor Jeffrey H. Officer Tax withholding or exercise payment (F) $27.01 -26K -$702K 126K −17.1% Jul 2, 2026 Jul 7, 2026
Lo Andrew Tak Shing · Officer 2 operations 0
Owned 0 Trade date Jul 2, 2026 Filed date Jul 7, 2026
Lo Andrew Tak Shing Officer 2 operations 0 0 Jul 2, 2026 Jul 7, 2026
Schlossberg Andrew · Director Tax withholding or exercise payment (F) -$4.2M
Price $27.01 Qty -156K Owned 743K ΔOwn −17.4% Trade date Jul 2, 2026 Filed date Jul 7, 2026
Schlossberg Andrew Director Tax withholding or exercise payment (F) $27.01 -156K -$4.2M 743K −17.4% Jul 2, 2026 Jul 7, 2026
Wood Phoebe A. · Director Grant (A) 8K
Owned 110K Trade date May 15, 2026 Filed date May 19, 2026
Wood Phoebe A. Director Grant (A) 8K 110K May 15, 2026 May 19, 2026
Womack Christopher C. · Director Grant (A) 8K
Owned 60K Trade date May 15, 2026 Filed date May 19, 2026
Womack Christopher C. Director Grant (A) 8K 60K May 15, 2026 May 19, 2026
Wagoner G. Richard Jr · Director Grant (A) 8K
Owned 108K Trade date May 15, 2026 Filed date May 19, 2026
Wagoner G. Richard Jr Director Grant (A) 8K 108K May 15, 2026 May 19, 2026
Tolliver Paula · Director Grant (A) 8K
Owned 66K Trade date May 15, 2026 Filed date May 19, 2026
Tolliver Paula Director Grant (A) 8K 66K May 15, 2026 May 19, 2026
Sheinwald Nigel · Director Grant (A) 8K
Owned 102K Trade date May 15, 2026 Filed date May 19, 2026
Sheinwald Nigel Director Grant (A) 8K 102K May 15, 2026 May 19, 2026
Johnson Elizabeth S. · Director Grant (A) 8K
Owned 49K Trade date May 15, 2026 Filed date May 19, 2026
Johnson Elizabeth S. Director Grant (A) 8K 49K May 15, 2026 May 19, 2026
Glavin William Francis Jr · Director Grant (A) 8K
Owned 81K Trade date May 15, 2026 Filed date May 19, 2026
Glavin William Francis Jr Director Grant (A) 8K 81K May 15, 2026 May 19, 2026
Gibbons Thomas P. · Director Grant (A) 8K
Owned 47K Trade date May 15, 2026 Filed date May 19, 2026
Gibbons Thomas P. Director Grant (A) 8K 47K May 15, 2026 May 19, 2026
Finke Thomas M. · Director Grant (A) 8K
Owned 64K Trade date May 15, 2026 Filed date May 19, 2026
Finke Thomas M. Director Grant (A) 8K 64K May 15, 2026 May 19, 2026
Beshar Sarah · Director Grant (A) 8K
Owned 115K Trade date May 15, 2026 Filed date May 19, 2026
Beshar Sarah Director Grant (A) 8K 115K May 15, 2026 May 19, 2026
Smith Alan Leonard · Officer Exercise or conversion (M/X/C) -9K
Owned 9K Trade date Mar 13, 2026 Filed date Mar 17, 2026
Smith Alan Leonard Officer Exercise or conversion (M/X/C) -9K 9K Mar 13, 2026 Mar 17, 2026
15 of 61
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Invesco Ltd. (IVZ) activist and large shareholders

What are Schedules 13D and 13G?

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
Massachusetts Mutual Life Insurance Co 81.4M
% of shares outstanding 17.9% Filing date Jun 15, 2022
Massachusetts Mutual Life Insurance Co 81.4M 17.9% Jun 15, 2022
Blackrock, Inc. 54.7M
% of shares outstanding 12.1% Filing date Nov 12, 2024
Blackrock, Inc. 54.7M 12.1% Nov 12, 2024
Vanguard Group Inc 51.5M
% of shares outstanding 11.4% Filing date Feb 13, 2024
Vanguard Group Inc 51.5M 11.4% Feb 13, 2024
BlackRock Inc. 46.3M
% of shares outstanding 10.3% Filing date Jan 24, 2024
BlackRock Inc. 46.3M 10.3% Jan 24, 2024
Vanguard Capital Management 31.7M
% of shares outstanding 7.2% Filing date Apr 30, 2026
Vanguard Capital Management 31.7M 7.2% Apr 30, 2026
Trian Fund Management, L.P. 27.2M
% of shares outstanding 6.0% Filing date Jun 14, 2024
Trian Fund Management, L.P. 27.2M 6.0% Jun 14, 2024
State Street Corp
% of shares outstanding 4.7% Filing date Jan 25, 2024
State Street Corp 4.7% Jan 25, 2024
Fusion Family Wealth LLC 1.3M
% of shares outstanding 4.6% Filing date Jan 30, 2024
Fusion Family Wealth LLC 1.3M 4.6% Jan 30, 2024
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Invesco Ltd. (IVZ) ownership FAQ

Who owns IVZ?

614 reporting institutions disclosed IVZ position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.