INVESCO LTD (IVZ)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
638
Reporting holders
$11.1B
Reported value
94.0%
Of shares outstanding
1.0%
Held as options
+40
Holder change
Institutions report 415,014,262 shares against 441,499,780 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MASSACHUSETTS MUTUAL LIFE INSURANCE CO | $2.1B | 81,332,319 | 90.22% | 8q | HELD |
| BlackRock, Inc. | $1.0B | 38,713,707 | 0.02% | 8q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $741.7M | 28,104,027 | 0.02% | 2q | HELD |
| DIMENSIONAL FUND ADVISORS LP | $573.1M | 21,716,982 | 0.10% | 31q | +1.7%+$9.4M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $487.1M | 18,458,992 | 0.02% | 2q | -4.2%-$21.2M |
| MILLENNIUM MANAGEMENT LLC | $452.1M | 15,689,569 | 0.16% | 15q | -27.5%-$171.7M |
| STATE STREET CORP | $443.2M | 16,793,008 | 0.01% | 31q | +0.5%+$2.3M |
| AQR CAPITAL MANAGEMENT LLC | $332.6M | 12,604,180 | 0.12% | 31q | +0.6%+$2.1M |
| GEODE CAPITAL MANAGEMENT, LLC | $329.4M | 12,503,038 | 0.02% | 31q | -2.6%-$8.9M |
| GOLDMAN SACHS GROUP INC | $294.2M | 11,149,168 | 0.03% | 31q | +5.7%+$16.0M |
| Invesco Ltd. | $245.7M | 9,309,278 | 0.02% | 3q | -11.8%-$33.0M |
| MORGAN STANLEY | $232.1M | 8,793,669 | 0.01% | 35q | +10.3%+$21.7M |
| NORTHERN TRUST CORP | $159.9M | 6,059,777 | 0.02% | 31q | +0.9%+$1.4M |
| Qube Research & Technologies Ltd | $141.2M | 5,348,752 | 0.13% | 3q | +106.9%+$72.9M |
| NORGES BANK | $137.5M | 5,210,635 | 0.01% | 32q | +33.5%+$34.5M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $116.1M | 4,400,220 | 0.02% | 31q | -1.0%-$1.2M |
| Sixth Street Partners Management Company, L.P. | $116.1M | 4,400,220 | 0.02% | new | NEW |
| Amundi | $105.4M | 3,992,511 | 0.03% | 21q | +283.1%+$77.9M |
| MACQUARIE GROUP LTD | $98.3M | 3,725,321 | 0.42% | 32q | +11.7%+$10.3M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $97.8M | 3,705,443 | 0.15% | 3q | +5.2%+$4.8M |
| D. E. Shaw & Co., Inc. | $97.3M | 3,687,880 | 0.05% | 25q | +24.1%+$18.9M |
| ALLIANCEBERNSTEIN L.P. | $84.1M | 3,463,700 | 0.03% | 31q | -28.1%-$32.8M |
| UBS Group AG | $75.2M | 2,848,991 | 0.01% | 31q | -1.1%-$825.2K |
| BARCLAYS PLC | $74.3M | 2,816,366 | 0.01% | 31q | +17.5%+$11.1M |
| VANGUARD FIDUCIARY TRUST CO | $65.0M | 2,461,728 | 0.01% | 2q | HELD |
| BANK OF AMERICA CORP /DE/ | $59.3M | 2,245,546 | 0.00% | 31q | -15.4%-$10.8M |
| CITADEL ADVISORS LLC | $57.5M | 1,862,292 | 0.01% | 31q | +503.6%+$48.0M |
| Allianz Asset Management GmbH | $56.5M | 2,141,912 | 0.05% | 9q | +81.2%+$25.3M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $56.0M | 1,969,959 | 0.09% | 9q | +30.0%+$12.9M |
| Bank of New York Mellon Corp | $55.7M | 2,109,979 | 0.01% | 31q | -38.5%-$34.9M |
| Nuveen, LLC | $50.4M | 1,910,544 | 0.01% | 6q | -2.0%-$1.0M |
| RAYMOND JAMES FINANCIAL INC | $47.8M | 1,812,379 | 0.01% | 7q | +48.1%+$15.5M |
| Quantinno Capital Management LP | $47.8M | 1,809,782 | 0.06% | 25q | +14.9%+$6.2M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $43.6M | 1,650,885 | 0.16% | 4q | -21.2%-$11.7M |
| TRIAN FUND MANAGEMENT, L.P. | $42.9M | 1,625,472 | 1.01% | 25q | -45.3%-$35.5M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $42.5M | 1,609,215 | 0.06% | 7q | +5668.4%+$41.7M |
| JPMORGAN CHASE & CO | $42.2M | 1,590,043 | 0.00% | 31q | +7.5%+$2.9M |
| AMERIPRISE FINANCIAL INC | $39.9M | 1,511,613 | 0.01% | 31q | -57.9%-$55.0M |
| DEUTSCHE BANK AG\ | $39.6M | 1,502,247 | 0.01% | 34q | -24.4%-$12.8M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $39.1M | 1,480,030 | 0.17% | 2q | +63.2%+$15.1M |
| Sonoma Allocations LLC | $38.3M | 447,018 | 11.90% | new | NEW |
| Fisher Asset Management, LLC | $38.2M | 1,447,838 | 0.01% | 14q | -0.9%-$360.2K |
| JANE STREET GROUP, LLC | $37.7M | 1,065,061 | 0.00% | 31q | +7556.3%+$37.2M |
| Squarepoint Ops LLC | $37.6M | 1,406,787 | 0.04% | 23q | +70.0%+$15.5M |
| ROYAL BANK OF CANADA | $37.0M | 1,402,186 | 0.01% | 31q | +111.9%+$19.5M |
| Engineers Gate Manager LP | $35.7M | 1,354,613 | 0.46% | 11q | +47.0%+$11.4M |
| Connor, Clark & Lunn Investment Management Ltd. | $35.1M | 1,330,992 | 0.07% | 2q | +412.3%+$28.3M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $34.4M | 1,304,988 | 0.02% | 8q | +1.4%+$465.5K |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $31.9M | 1,208,058 | 0.53% | 3q | -2.3%-$737.7K |
| LETKO, BROSSEAU & ASSOCIATES INC | $31.2M | 1,180,538 | 0.46% | 31q | -1.5%-$467.8K |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $30.8M | 1,167,259 | 1.23% | 6q | -3.1%-$977.1K |
| Vanguard Global Advisers, LLC | $25.2M | 953,445 | 0.01% | 2q | -1.9%-$488.3K |
| BANK OF MONTREAL /CAN/ | $24.8M | 940,108 | 0.01% | 31q | +16.6%+$3.5M |
| SEI INVESTMENTS CO | $24.2M | 914,734 | 0.02% | 24q | -34.5%-$12.7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $24.0M | 147,834 | 0.00% | 31q | -33.2%-$11.9M |
| TODD ASSET MANAGEMENT LLC | $23.8M | 899,988 | 0.42% | 2q | -2.9%-$705.3K |
| TWO SIGMA INVESTMENTS, LP | $23.5M | 889,615 | 0.02% | 12q | +129.8%+$13.3M |
| BNP PARIBAS FINANCIAL MARKETS | $23.2M | 878,328 | 0.01% | 31q | -19.5%-$5.6M |
| IEQ CAPITAL, LLC | $22.4M | 847,307 | 0.10% | 21q | -7.3%-$1.8M |
| Trexquant Investment LP | $20.6M | 778,963 | 0.12% | 12q | +1729.2%+$19.4M |
| CAPITAL FUND MANAGEMENT S.A. | $19.8M | 716,388 | 0.09% | 14q | +110.7%+$10.4M |
| HSBC HOLDINGS PLC | $19.0M | 720,753 | 0.01% | 31q | +6.9%+$1.2M |
| NFJ INVESTMENT GROUP, LLC | $18.9M | 717,486 | 0.64% | new | NEW |
| Swiss National Bank | $18.8M | 713,200 | 0.01% | 11q | +1.4%+$256.0K |
| California Public Employees Retirement System | $18.6M | 706,675 | 0.01% | 31q | +1.2%+$216.1K |
| RHUMBLINE ADVISERS | $18.4M | 698,049 | 0.01% | 31q | -6.4%-$1.3M |
| Legal & General Group Plc | $18.3M | 692,931 | 0.00% | 31q | +1.4%+$250.2K |
| Jump Financial, LLC | $18.2M | 688,140 | 0.15% | 2q | +248.2%+$12.9M |
| Endure Capital Management, LLC | $15.6M | 461,606 | 3.46% | 2q | HELD |
| PRINCIPAL FINANCIAL GROUP INC | $15.3M | 581,395 | 0.01% | 31q | -29.5%-$6.4M |
| WELLINGTON MANAGEMENT GROUP LLP | $15.2M | 574,267 | 0.00% | 6q | +127.7%+$8.5M |
| EXCHANGE TRADED CONCEPTS, LLC | $15.1M | 573,958 | 0.03% | 10q | +5779.5%+$14.9M |
| STRS OHIO | $15.0M | 566,988 | 0.06% | 10q | +6414.1%+$14.7M |
| FRANKLIN RESOURCES INC | $14.9M | 565,704 | 0.00% | 31q | -31.0%-$6.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $14.9M | 565,637 | 0.01% | 31q | +5.0%+$709.1K |
| Swiss Life Asset Management Ltd | $14.8M | 562,440 | 0.06% | new | NEW |
| Susquehanna Portfolio Strategies, LLC | $14.8M | 562,086 | 0.24% | 5q | -2.3%-$348.3K |
| CITIGROUP INC | $13.5M | 482,776 | 0.00% | 31q | -71.6%-$34.1M |
| FIRST TRUST ADVISORS LP | $13.4M | 507,912 | 0.01% | 31q | -72.2%-$34.7M |
| CREDIT AGRICOLE S A | $13.1M | 496,528 | 0.03% | 11q | -23.5%-$4.0M |
| Corient Private Wealth LP | $12.4M | 469,665 | 0.01% | 15q | +106.9%+$6.4M |
| Cerity Partners LLC | $12.0M | 453,937 | 0.01% | 14q | -35.3%-$6.5M |
| MERCER GLOBAL ADVISORS INC /ADV | $11.6M | 438,048 | 0.01% | 24q | +124.7%+$6.4M |
| WEALTHCARE CAPITAL MANAGEMENT LLC | $11.4M | 432,545 | 1.08% | 8q | -7.1%-$870.9K |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $10.4M | 394,969 | 0.01% | 6q | +10.9%+$1.0M |
| Walleye Trading LLC | $10.3M | 296,475 | 0.01% | 31q | +2864.2%+$9.9M |
| FMR LLC | $10.2M | 386,607 | 0.00% | 31q | -33.2%-$5.1M |
| CANADA PENSION PLAN INVESTMENT BOARD | $10.0M | 380,400 | 0.01% | 14q | -17.4%-$2.1M |
| Mariner, LLC | $9.8M | 372,650 | 0.01% | 22q | +1.4%+$139.2K |
| PEAK6 LLC | $9.8M | 370,123 | 0.02% | new | NEW |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $9.4M | 358,025 | 0.02% | 31q | -3.2%-$307.7K |
| VANGUARD ASSET MANAGEMENT, Ltd | $9.1M | 343,832 | 0.01% | 2q | +4.7%+$407.6K |
| Delta Global Management LP | $9.0M | 340,928 | 0.98% | 3q | -69.6%-$20.6M |
| Interval Partners, LP | $8.9M | options only | 0.23% | new | OPTIONS |
| Cambridge Financial Group, Inc. | $8.8M | 333,010 | 3.06% | 3q | +2.8%+$241.9K |
| GROUP ONE TRADING LLC | $8.6M | 69,968 | 0.01% | 31q | +303.2%+$6.5M |
| Live Oak Private Wealth LLC | $8.5M | 321,030 | 1.06% | 25q | -5.2%-$468.3K |
| Erste Asset Management GmbH | $7.6M | 289,059 | 0.06% | 19q | +18.9%+$1.2M |
| VICTORY CAPITAL MANAGEMENT INC | $7.5M | 282,955 | 0.00% | 31q | +13.9%+$910.2K |
| IBEX WEALTH ADVISORS | $7.4M | 279,655 | 0.58% | 3q | +3.0%+$213.1K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-10 | 13G/A | Millennium Management LLCwith 3 co-filers | 3.9% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 638 | $11.1B | 415,014,262 | 103 | 239 | 200 | 1.0% |
| Q1 2026 | 598 | $10.1B | 405,990,806 | 77 | 243 | 166 | 1.9% |
| Q4 2025 | 590 | $11.0B | 402,273,559 | 90 | 235 | 152 | 4.2% |
| Q3 2025 | 522 | $9.2B | 388,332,767 | 91 | 181 | 156 | 2.9% |
| Q2 2025 | 478 | $6.6B | 416,384,199 | 67 | 171 | 169 | 1.3% |
| Q1 2025 | 480 | $6.1B | 402,293,330 | 58 | 185 | 152 | 0.9% |
| Q4 2024 | 481 | $7.4B | 398,804,063 | 50 | 174 | 141 | 5.9% |
| Q3 2024 | 448 | $6.9B | 384,303,299 | 53 | 165 | 140 | 2.9% |
| Q2 2024 | 430 | $4.6B | 297,220,240 | 38 | 154 | 153 | 2.4% |
| Q1 2024 | 443 | $5.2B | 308,300,320 | 56 | 143 | 134 | 2.5% |
| Q4 2023 | 432 | $5.4B | 297,619,548 | 52 | 130 | 160 | 1.4% |
| Q3 2023 | 422 | $4.3B | 293,839,243 | 45 | 129 | 151 | 1.1% |
| Q2 2023 | 410 | $5.0B | 293,353,735 | 35 | 124 | 150 | 1.3% |
| Q1 2023 | 430 | $5.0B | 305,201,889 | 59 | 157 | 125 | 0.7% |
| Q4 2022 | 381 | $5.1B | 278,632,358 | 47 | 116 | 138 | 1.2% |
| Q3 2022 | 495 | $4.5B | 322,221,306 | 44 | 210 | 128 | 1.3% |
| Q2 2022 | 509 | $4.9B | 300,574,007 | 55 | 188 | 168 | 1.1% |
| Q1 2022 | 522 | $7.3B | 304,133,184 | 49 | 183 | 186 | 1.4% |
| Q4 2021 | 560 | $7.3B | 304,548,126 | 56 | 173 | 200 | 1.5% |
| Q3 2021 | 555 | $7.3B | 296,265,672 | 58 | 176 | 211 | 1.3% |
| Q2 2021 | 559 | $7.9B | 293,038,905 | 87 | 162 | 199 | 1.2% |
| Q1 2021 | 531 | $7.5B | 291,676,290 | 87 | 154 | 194 | 1.5% |
| Q4 2020 | 510 | $5.7B | 311,864,521 | 98 | 130 | 176 | 5.1% |
| Q3 2020 | 451 | $3.8B | 329,375,700 | 54 | 130 | 176 | 1.4% |
| Q2 2020 | 444 | $3.5B | 318,571,213 | 62 | 151 | 176 | 1.7% |
| Q1 2020 | 494 | $2.9B | 308,471,948 | 61 | 192 | 163 | 2.0% |
| Q4 2019 | 522 | $5.7B | 313,652,948 | 49 | 176 | 196 | 1.7% |
| Q3 2019 | 514 | $5.3B | 308,684,820 | 56 | 183 | 196 | 2.0% |
| Q2 2019 | 526 | $7.1B | 323,839,015 | 67 | 204 | 170 | 3.3% |
| Q1 2019 | 522 | $6.1B | 308,819,758 | 61 | 186 | 183 | 2.0% |
| Q4 2018 | 529 | $5.6B | 330,946,781 | 5 | 14 | 13 | 1.2% |