INVESCO LTD IVZ
$27.01
+0.7% 52w: $20.17 – $29.20
Latest 13F among current holders filed 5 days ago (Aug 28, 2026)
Price — last 12 months
research preview data20.1724.6829.20
Aug 18, 2025 Jul 2, 2026
Institutional holders
637
+9 QoQ
13F value
$10.19B
-6.0% QoQ
Smart-money holders
20
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
16.1×
$181.9M calls / $11.3M puts
Institutional value by quarter
Number of holders
Who owns IVZ?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MASSACHUSETTS MUTUAL LIFE INSURANCE CO ★2 | Fundamental diversified | 81.3M | $1.98B | — | Held |
| BlackRock, Inc. | Index provider | 38.7M | $941.2M | 0.0% | -0.5% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 28.0M | $679.3M | — | — |
| MILLENNIUM MANAGEMENT LLC | Multistrat pod | 21.6M | $525.8M | 0.4% | +55.9% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 21.4M | $518.8M | — | +2.9% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 19.3M | $467.9M | — | — |
| STATE STREET CORP | Index provider | 16.7M | $405.8M | 0.0% | -22.5% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 12.8M | $311.4M | — | +17.5% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 12.5M | $299.6M | 0.1% | +41.0% |
| PRICE T ROWE ASSOCIATES INC /MD/ | Diversified mechanical | 12.1M | $294.3M | 0.0% | +80.1% |
| Invesco Ltd. | Index provider | 10.6M | $256.5M | 0.0% | +20.4% |
| GOLDMAN SACHS GROUP INC | Bank broker | 10.5M | $256.1M | 0.0% | +64.1% |
| MORGAN STANLEY | Bank broker | 8.0M | $193.6M | 0.0% | +8.6% |
| NORTHERN TRUST CORP | Index provider | 6.0M | $145.9M | 0.0% | 0.0% |
| ALLIANCEBERNSTEIN L.P. | Long only active | 4.8M | $126.5M | 0.0% | +0.1% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 4.4M | $108.0M | — | +1.6% |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | Diversified mechanical | 3.5M | $85.6M | — | +11.8% |
| Bank of New York Mellon Corp | Diversified mechanical | 3.4M | $83.4M | 0.0% | +5.6% |
| MACQUARIE GROUP LTD | Diversified mechanical | 3.3M | $81.0M | 0.5% | +12.0% |
| TRIAN FUND MANAGEMENT, L.P. ★3 | Activist | 3.0M | $72.2M | — | Held |
| D. E. Shaw & Co., Inc. | Quant stat arb | 3.0M | $72.2M | 0.1% | +191.7% |
| UBS Group AG | Bank broker | 2.9M | $70.0M | 0.0% | +1.4% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 2.7M | $64.5M | 0.0% | +28.9% |
| Qube Research & Technologies Ltd | Quant stat arb | 2.6M | $62.8M | — | +76.5% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 2.5M | $60.0M | — | — |
| BARCLAYS PLC | Bank broker | 2.4M | $58.2M | 0.0% | +98.5% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | Diversified mechanical | 2.1M | $50.9M | — | +111012.0% |
| DEUTSCHE BANK AG\ | Bank broker | 2.0M | $48.3M | 0.0% | -24.6% |
| Nuveen, LLC | Diversified mechanical | 2.0M | $47.4M | 0.0% | -0.5% |
| FIRST TRUST ADVISORS LP | Index provider | 1.8M | $44.3M | 0.0% | -7.8% |
| AMERIPRISE FINANCIAL INC | Bank broker | 1.8M | $43.7M | 0.0% | -11.1% |
| CITIGROUP INC | Bank broker | 1.7M | $41.3M | 0.0% | +24.7% |
| Point72 Asset Management, L.P. | Multistrat pod | 1.6M | $38.9M | 0.1% | -14.0% |
| Quantinno Capital Management LP | Diversified mechanical | 1.6M | $38.3M | 0.1% | +24.1% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 1.5M | $35.8M | — | -21.1% |
| SEI INVESTMENTS CO | Diversified mechanical | 1.4M | $35.7M | 0.0% | +19.9% |
| Fisher Asset Management, LLC | Long only active | 1.5M | $35.5M | 0.0% | -73.5% |
| JPMORGAN CHASE & CO | Bank broker | 1.5M | $34.5M | 0.0% | +31.7% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Quant stat arb | 1.3M | $31.3M | 0.0% | -11.0% |
| WEDGE CAPITAL MANAGEMENT L L P/NC | Other | 1.2M | $30.0M | — | -2.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.2M | $29.7M | 0.0% | +20.3% |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | Other | 1.2M | $29.3M | — | +7.8% |
| LETKO, BROSSEAU & ASSOCIATES INC ★2 | Fundamental diversified | 1.2M | $29.1M | — | -23.9% |
| Allianz Asset Management GmbH | Diversified mechanical | 1.2M | $28.7M | 0.0% | -14.5% |
| Alyeska Investment Group, L.P. | Quant stat arb | 1.2M | $28.4M | — | New |
| Delta Global Management LP | Quant stat arb | 1.1M | $27.3M | — | -16.0% |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 1.1M | $26.5M | 0.0% | -23.5% |
| Amundi | Diversified mechanical | 1.0M | $25.3M | 0.0% | -48.3% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 1.0M | $24.4M | 0.0% | +6.2% |
| Vanguard Global Advisers, LLC | Diversified mechanical | 972.0K | $23.6M | — | — |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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