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Invesco (IVZ) Institutional Ownership

Invesco logo
$28.47 +0.41 (+1.46%)
Closing price 05/29/2026 03:59 PM Eastern
Extended Trading
$28.50 +0.02 (+0.08%)
As of 05/29/2026 07:16 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Invesco (NYSE:IVZ)

Current
Institutional Ownership
Percentage
66.09%
Number of
Institutional Buyers
(last 12 months)
400
Total
Institutional Inflows
(last 12 months)
$1.60B
Number of
Institutional Sellers
(last 12 months)
226
Total
Institutional Outflows
(last 12 months)
$1.13B
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IVZ Institutional Buying and Selling by Quarter

Invesco Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/28/2026 Cozad Asset Management Inc.78,699$1.91M0.2%-4.1%0.018%
5/26/2026 Glenmede Trust Co. NA16,747$407K0.0%+5.9%0.004%
5/21/2026 Essential Partners LLC46,322$1.13M0.4%-1.6%0.010%
5/19/2026 Bank of America Corp DE2,654,290$64.47M0.0%+28.9%0.599%
5/19/2026 Edgestream Partners L.P.12,844$312K0.0%N/A0.003%
5/19/2026 Kentucky Retirement Systems36,598$889K0.0%N/A0.008%
5/19/2026 Janus Henderson Group PLC165,886$4.03M0.0%+5.3%0.037%
5/19/2026 Bull Harbor Capital LLC26,071$633K0.2%N/A0.006%
5/19/2026 South Dakota Investment Council58,879$1.43M0.0%-29.8%0.013%
5/18/2026 Amundi1,042,100$25.31M0.0%-48.3%0.235%
5/18/2026 EverSource Wealth Advisors LLC19,269$468K0.0%+33.9%0.004%
5/18/2026 California State Teachers Retirement System417,476$10.14M0.0%+23.4%0.094%
5/18/2026 Royal Bank of Canada661,711$16.07M0.0%-9.4%0.149%
5/16/2026 The Manufacturers Life Insurance Company 285,884$6.94M0.0%-4.9%0.064%
5/16/2026 Quantinno Capital Management LP1,574,728$38.25M0.1%+24.1%0.355%
5/16/2026 Lazard Asset Management LLC116,515$2.83M0.0%+46.7%0.026%
5/15/2026 Delta Global Management LP1,122,257$27.26M2.2%-16.0%0.253%
5/15/2026 Waverly Advisors LLC17,335$421K0.0%+3.8%0.004%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund27,897$678K0.0%-74.5%0.006%
5/14/2026 Public Employees Retirement System of Ohio114,522$2.78M0.0%-2.8%0.026%
5/14/2026 Compound Planning Inc.15,313$372K0.0%+19.3%0.003%
5/14/2026 Arrowstreet Capital Limited Partnership1,287,348$31.27M0.0%-11.0%0.290%
5/14/2026 Inceptionr LLC21,258$516K0.1%-7.4%0.005%
5/14/2026 Bank of Nova Scotia9,595$233K0.0%-97.6%0.002%
5/14/2026 Sei Investments Co.1,396,191$35.68M0.0%+19.9%0.315%
5/14/2026 Keynote Financial Services LLC11,244$273K0.1%-4.3%0.003%
5/14/2026 Lido Advisors LLC11,742$285K0.0%N/A0.003%
5/13/2026 Cetera Investment Advisers145,255$3.53M0.0%+9.9%0.033%
5/13/2026 Arvest Bank Trust Division29,635$720K0.0%+3.3%0.007%
5/13/2026 First Trust Advisors LP1,824,137$44.31M0.0%-7.8%0.411%
5/12/2026 CacheTech Inc.13,272$322K0.1%+18.0%0.003%
5/8/2026 PNC Financial Services Group Inc.165,696$4.03M0.0%-19.4%0.037%
5/8/2026 Convergence Investment Partners LLC178,323$4.33M0.7%+30.7%0.040%
5/7/2026 Meeder Asset Management Inc.1,881$46K0.0%N/A0.000%
5/7/2026 Dimensional Fund Advisors LP21,361,119$518.84M0.1%+2.9%4.815%
5/7/2026 Ironwood Investment Counsel LLC10,238$249K0.0%+6.6%0.002%
5/7/2026 AlphaCentric Advisors LLC11,919$290K0.3%+71.1%0.003%
5/7/2026 KBC Group NV41,600$1.01M0.0%+264.5%0.009%
5/7/2026 ANB Bank12,324$299K0.1%+3.1%0.003%
5/6/2026 California Public Employees Retirement System698,485$16.97M0.0%+1.9%0.157%
SpaceX eyes a 1.75 trillion valuation - here's what to know (Ad)

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5/6/2026 Kera Capital Partners Inc.23,992$583K0.1%+2.1%0.005%
5/6/2026 Assetmark Inc.68,256$1.66M0.0%+29.0%0.015%
5/6/2026 Financiere des Professionnels Fonds d investissement inc.207,800$5.05M0.3%N/A0.047%
5/6/2026 Bessemer Group Inc.7,288$177K0.0%+70.8%0.002%
5/6/2026 Allspring Global Investments Holdings LLC21,459$522K0.0%+5.3%0.005%
5/6/2026 Independent Financial Group LLC11,752$285K0.0%N/A0.003%
5/5/2026 Wealthfront Advisers LLC87,376$2.12M0.0%+1.3%0.020%
5/5/2026 D.A. Davidson & CO.204,797$4.98M0.0%+4.1%0.046%
5/5/2026 Twin Capital Management Inc.35,988$874K0.1%-2.4%0.008%
5/5/2026 Bank of New York Mellon Corp3,431,694$83.36M0.0%+5.6%0.773%
5/5/2026 Illinois Municipal Retirement Fund51,617$1.25M0.0%N/A0.012%
5/5/2026 Three Seasons Wealth LLC25,369$616K0.2%N/A0.006%
5/5/2026 Harmony Asset Management LLC98,144$2.38M0.7%+3.8%0.022%
5/5/2026 Sanctuary Advisors LLC33,374$811K0.0%+75.1%0.008%
5/4/2026 Bleakley Financial Group LLC18,154$441K0.0%+50.3%0.004%
5/4/2026 State of Michigan Retirement System115,998$2.82M0.0%-0.4%0.026%
5/4/2026 Principal Financial Group Inc.824,547$20.03M0.0%+5.5%0.186%
5/4/2026 Chicago Partners Investment Group LLC26,910$688K0.0%+93.3%0.006%
5/4/2026 Del Sette Capital Management LLC146,655$3.56M2.1%+7.6%0.033%
5/4/2026 Teachers Retirement System of The State of Kentucky960,441$23.33M0.2%+2,633.1%0.216%
5/1/2026 Fifth Third Bancorp25,406$617K0.0%+15.5%0.006%
5/1/2026 Sequoia Financial Advisors LLC40,341$980K0.0%-16.6%0.009%
5/1/2026 ARGA Investment Management LP50,321$1.22M0.0%-22.3%0.011%
4/30/2026 Hsbc Holdings PLC674,037$16.38M0.0%+56.4%0.152%
4/30/2026 Elevated Capital Advisors LLC2,513$61K0.0%-92.2%0.001%
4/30/2026 Ibex Wealth Advisors271,581$6.60M0.6%+1,532.3%0.061%
4/30/2026 Greenwood Capital Associates LLC66,152$1.61M0.2%-5.1%0.015%
4/29/2026 Jackson Thornton Wealth Management LLC12,661$299K0.0%+5.8%0.003%
4/28/2026 DGS Capital Management LLC17,220$418K0.1%+10.4%0.004%
4/28/2026 Parrish Capital LLC58,426$1.42M1.3%-1.3%0.013%
4/28/2026 Praxis Investment Management Inc.15,213$370K0.0%+14.3%0.003%
4/28/2026 Wealthstar Advisors LLC45,240$1.10M0.5%N/A0.010%
4/28/2026 QRG Capital Management Inc.134,628$3.27M0.0%+3.2%0.030%
4/27/2026 HB Wealth Management LLC25,529$620K0.0%+38.9%0.006%
4/27/2026 Baer Investment Advisory LLC8,490$206K0.0%N/A0.002%
4/27/2026 World Investment Advisors13,566$330K0.0%N/A0.003%
4/27/2026 New York State Teachers Retirement System356,158$8.65M0.0%-10.8%0.080%
4/27/2026 Private Advisor Group LLC35,701$867K0.0%+4.2%0.008%
4/27/2026 Optas LLC10,876$264K0.0%N/A0.002%
4/27/2026 Y Intercept Hong Kong Ltd282,691$6.87M0.1%+13.3%0.064%
4/27/2026 Sound Income Strategies LLC5,983$146K0.0%+17,497.1%0.001%
4/25/2026 Keybank National Association OH21,037$511K0.0%+22.6%0.005%
4/23/2026 SJS Investment Consulting Inc.1,207$29K0.0%+80.1%0.000%
4/23/2026 EWA LLC12,490$303K0.1%+3.8%0.003%
4/23/2026 waypoint wealth counsel8,759$213K0.1%-7.6%0.002%
4/23/2026 Apollon Wealth Management LLC20,841$506K0.0%-2.8%0.005%
4/22/2026 Patton Fund Management Inc.9,891$240K0.0%+9.3%0.002%
4/22/2026 Janney Montgomery Scott LLC82,708$2.01M0.0%+147.7%0.019%
4/22/2026 Louisbourg Investments Inc.8,675$211K0.0%+16.1%0.002%
4/22/2026 Pictet Asset Management Holding SA77,832$1.89M0.0%+10.5%0.018%
SpaceX eyes a 1.75 trillion valuation - here's what to know (Ad)

Elon Musk's team has quietly filed confidential paperwork with the SEC for what Bloomberg estimates could be a $1.75 trillion IPO - larger than Saudi Aramco and any tech offering in history. CNBC calls it 'the big market event of 2026.' According to former tech executive and angel investor Jeff Brown, there's a way to claim a stake before the public filing drops, starting with as little as $500.tc pixel

See how to get positioned in SpaceX before the announcement goes public
4/22/2026 Sterling Capital Management LLC95,093$2.31M0.0%+340.7%0.021%
4/21/2026 Aaron Wealth Advisors LLC12,404$301K0.0%+37.3%0.003%
4/21/2026 Louisiana State Employees Retirement System22,600$549K0.0%N/A0.005%
4/20/2026 Ritholtz Wealth Management11,355$276K0.0%+20.6%0.003%
4/20/2026 Global Financial Private Client LLC16,735$406K0.1%+12.0%0.004%
4/20/2026 MinichMacGregor Wealth Management LLC9,267$225K0.0%-13.1%0.002%
4/20/2026 Friedenthal Financial44,687$1.09M0.5%N/A0.010%
4/20/2026 Live Oak Private Wealth LLC338,777$8.23M1.1%-2.3%0.076%
4/20/2026 Blue Trust Inc.1,859$45K0.0%+171.0%0.000%
4/18/2026 CENTRAL TRUST Co1,875$46K0.0%+389.6%0.000%


IVZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 608 institutional investors and hedge funds held shares of Invesco. The most heavily invested institutionals were Massachusetts Mutual Life Insurance Co. ($1.43B), Vanguard Group Inc. ($1.39B), State Street Corp ($565.89M), Dimensional Fund Advisors LP ($518.84M), Geode Capital Management LLC ($286.47M), AQR Capital Management LLC ($233.35M), and Invesco Ltd. ($230.39M).Learn more on Invesco's institutional investors.

66.09% of Invesco's stock is owned by institutional investors. Learn more on IVZ's institutional investor holdings.

Of the 537 institutional investors that purchased Invesco's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Massachusetts Mutual Life Insurance Co. ($81.33M), Norges Bank ($10.48M), Invesco Ltd. ($8.77M), AQR Capital Management LLC ($6.11M), Price T Rowe Associates Inc. MD ($5.33M), Dimensional Fund Advisors LP ($4.54M), and Goldman Sachs Group Inc. ($3.71M).

Institutional investors have bought a total of 70,343,449 shares in the last 24 months. This purchase volume represents approximately $1.60B in transactions.

Of the 226 institutional investors that sold Invesco's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Trian Fund Management L.P. ($11.66M), Alliancebernstein L.P. ($2.93M), UBS Group AG ($2.90M), AQR Capital Management LLC ($2.73M), Amundi ($2.40M), Marshall Wace LLP ($1.92M), and Balyasny Asset Management L.P. ($1.77M).

Institutional investors have sold a total of 49,138,395 shares in the last 24 months. This volume of shares sold represents approximately $1.13B in transactions.


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This page (NYSE:IVZ) was last updated on 5/31/2026 by MarketBeat.com Staff.
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