Invesco Plc (IVZ) Ownership

25.21 ↑0.00 (0.00%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Massachusetts Mutual Life Insurance Co is the biggest individual institutional holder of Invesco Plc (IVZ), owning a total of 81.3 million shares. Combined, the top 45 institutional holders of IVZ own 92.79% of the company with a total of 414.4 million shares.

In the latest ownership report on June 30th 2025, the top 45 institutional holders increased their combined ownership of IVZ by 10.6 million shares. 14 institutions bought 22,797,432 total additional shares and increased their ownership by an average of 430.91%. However 5 institutions sold 12,194,380 total shares and decreased their ownership by an average of 11.8%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Invesco Plc increased by a net total of 10,603,052 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Massachusetts Mutual Life Insurance Co	18.237%	0.000%	81,332,319	0	2025-06-30
Vanguard Group Inc	11.531%	4.390%	51,424,928	2,162,629	2025-06-30
BlackRock Inc	10.144%	-5.553%	45,239,328	-2,660,005	2025-06-30
State Street Corp	4.992%	1.516%	22,260,704	332,340	2025-06-30
Dimensional Fund Advisors, Inc.	4.712%	6.405%	21,011,543	1,264,746	2025-06-30
Trian Fund Management LP	3.280%	-36.874%	14,628,455	-8,544,987	2025-06-30
AQR Capital Management LLC	2.604%	5.296%	11,612,559	584,035	2025-06-30
Geode Capital Management, LLC	2.491%	0.799%	11,107,421	88,094	2025-06-30
Goldman Sachs Group Inc	2.454%	55.726%	10,942,724	3,915,804	2025-06-30
Royal Bank of Canada	2.002%	814.256%	8,929,559	7,952,857	2025-06-30
AllianceBernstein L.P.	1.777%	13.448%	7,924,717	939,365	2025-06-30
Morgan Stanley - Brokerage Accounts	1.494%	1.773%	6,662,406	116,080	2025-06-30
Northern Trust Corp	1.473%	-7.241%	6,570,512	-512,898	2025-06-30
UBS Group AG	1.287%	-6.327%	5,740,028	-387,677	2025-06-30
Balyasny Asset Management LLC	1.142%	58.117%	5,092,189	1,871,666	2025-06-30
Fisher Asset Management, LLC	1.108%	4.128%	4,938,846	195,787	2025-06-30
Charles Schwab Investment Management Inc	1.004%	0.565%	4,478,090	25,145	2025-06-30
Citadel Advisors Llc	0.910%	0.830%	4,059,439	33,404	2025-06-30
First Trust Advisors L.P.	0.758%	5,065.440%	3,380,933	3,315,480	2025-06-30
NORGES BANK	0.737%	0.000%	3,287,134	0	2025-06-30
Deutsche Bank AG	0.647%	-2.985%	2,886,246	-88,813	2025-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Massachusetts Mutual Life Insurance Co	18.237%	0.000%	81,332,319	0	2025-06-30
Vanguard Group Inc	11.531%	4.390%	51,424,928	2,162,629	2025-06-30
BlackRock Inc	10.144%	-5.553%	45,239,328	-2,660,005	2025-06-30
State Street Corp	4.992%	1.516%	22,260,704	332,340	2025-06-30
State Street Corporation	4.857%	3.570%	21,856,185	753,382	2024-03-31
Dimensional Fund Advisors, Inc.	4.712%	6.405%	21,011,543	1,264,746	2025-06-30
Trian Fund Management LP	3.280%	-36.874%	14,628,455	-8,544,987	2025-06-30
AQR Capital Management LLC	2.604%	5.296%	11,612,559	584,035	2025-06-30
Geode Capital Management, LLC	2.491%	0.799%	11,107,421	88,094	2025-06-30
Goldman Sachs Group Inc	2.454%	55.726%	10,942,724	3,915,804	2025-06-30
Royal Bank of Canada	2.002%	814.256%	8,929,559	7,952,857	2025-06-30
AllianceBernstein L.P.	1.777%	13.448%	7,924,717	939,365	2025-06-30
Millennium Management LLC	1.617%	-27.851%	7,235,113	-2,792,913	2024-12-31
Morgan Stanley - Brokerage Accounts	1.494%	1.773%	6,662,406	116,080	2025-06-30
Northern Trust Corp	1.473%	-7.241%	6,570,512	-512,898	2025-06-30
UBS Group AG	1.287%	-6.327%	5,740,028	-387,677	2025-06-30
Balyasny Asset Management LLC	1.142%	58.117%	5,092,189	1,871,666	2025-06-30
Fisher Asset Management, LLC	1.108%	4.128%	4,938,846	195,787	2025-06-30
Charles Schwab Investment Management Inc	1.004%	0.565%	4,478,090	25,145	2025-06-30
Citadel Advisors Llc	0.910%	0.830%	4,059,439	33,404	2025-06-30
Two Sigma Advisers, LLC	0.842%	14.123%	3,768,900	466,400	2024-12-31
FMR Inc	0.785%	-7.046%	3,527,422	-267,373	2023-09-30
First Trust Advisors L.P.	0.758%	5,065.440%	3,380,933	3,315,480	2025-06-30
NORGES BANK	0.737%	0.000%	3,287,134	0	2025-06-30
Point72 Asset Management, L.P.	0.718%	-8.260%	3,215,545	-289,521	2024-09-30
Amundi	0.719%	20.789%	3,204,847	551,588	2025-03-31
Deutsche Bank AG	0.647%	-2.985%	2,886,246	-88,813	2025-06-30
VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.645%	6.014%	2,876,305	163,167	2025-03-31
Two Sigma Investments LLC	0.606%	24.021%	2,713,111	525,483	2024-09-30
Pzena Investment Management, LLC	0.598%	0.438%	2,686,063	11,701	2023-06-30
Bank of New York Mellon Corp	0.583%	4.538%	2,613,488	113,451	2024-12-31
Massachusetts Financial Services Company	0.566%	-63.662%	2,544,565	-4,457,947	2023-12-31
Barclays PLC	0.526%	1.504%	2,364,174	35,031	2024-09-30
Fiera Capital Corporation	0.521%	-0.486%	2,336,112	-11,418	2023-03-31
Bank of America Corp	0.476%	210.577%	2,139,079	1,450,335	2024-03-31
Ameriprise Financial Inc	0.475%	-5.149%	2,135,025	-115,903	2023-12-31
D. E. Shaw & Co LP	0.453%	33.488%	2,035,706	510,696	2023-09-30
JPMorgan Chase & Co	0.441%	-44.828%	2,021,286	-1,642,338	2022-12-31
Swedbank AB	0.445%	-20.000%	2,000,000	-500,000	2024-09-30
Squarepoint Ops LLC	0.427%	127.603%	1,918,726	1,075,710	2023-12-31
UBS Asset Mgmt Americas Inc	0.412%	-0.477%	1,852,650	-8,885	2023-09-30
Letko, Brosseau & Associates Inc	0.387%	-0.406%	1,736,838	-7,075	2023-06-30
Letko, Brosseau & Associates Inc.	0.362%	-0.845%	1,626,088	-13,850	2024-09-30
Azora Capital LP	0.346%	0.000%	1,554,036	1,554,036	2024-09-30
T. Rowe Price Associates, Inc.	0.208%	-39.912%	932,819	-619,609	2024-09-30

Mutual Fund Ownership

Vanguard Instl Ttl Stck Mkt Idx Tr is the biggest individual fund holder of Invesco Plc (IVZ), owning a total of 14.1 million shares. Combined, the top 37 mutual fund holders of IVZ own 42.33% of the company with a total of 189.3 million shares.

In the latest ownership report on August 31st 2025, the top 37 fund holders increased their combined ownership of IVZ by 53 thousand shares. 1 funds bought 66,539 total additional shares and increased their ownership by an average of 1.24%. However 2 funds sold 13,477 total shares and decreased their ownership by an average of 0.23%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Invesco Plc increased by a net total of 53,062 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Select Dividend ETF	2.237%	0.000%	9,975,806	0	2025-08-31
SPDR® S&P 500® ETF	1.223%	1.235%	5,454,292	66,539	2025-08-31
iShares Core S&P 500 ETF	1.206%	0.000%	5,380,106	0	2025-08-31
The Financial Select Sector SPDR® ETF	0.715%	-0.316%	3,186,919	-10,112	2025-08-31
State St S&P 500® Indx SL Cl III	0.536%	-0.141%	2,389,301	-3,365	2025-08-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Instl Ttl Stck Mkt Idx Tr	3.131%	1.937%	14,076,990	267,487	2023-03-31
Vanguard Total Stock Mkt Idx Inv	3.139%	0.536%	13,997,893	74,655	2025-07-31
Vanguard US Total Market Shares ETF	3.035%	0.082%	13,591,227	11,170	2024-09-30
Vanguard 500 Index Investor	2.480%	-10.505%	11,057,788	-1,297,969	2025-07-31
Vanguard Small Cap Index	2.436%	1.796%	10,865,659	191,679	2025-07-31
iShares Select Dividend ETF	2.237%	0.000%	9,975,806	0	2025-08-31
Invesco S&P 500® Equal Weight ETF	2.105%	0.147%	9,388,690	13,746	2025-08-29
Vanguard Small Cap Value Index Inv	1.568%	2.650%	6,993,385	180,558	2025-07-31
DFA US Small Cap Value I	1.294%	0.000%	5,769,261	0	2025-07-31
Fidelity 500 Index	1.272%	0.045%	5,673,232	2,528	2025-07-31
SPDR® S&P 500 ETF	1.253%	-1.445%	5,612,881	-82,304	2025-03-31
SPDR® S&P 500® ETF Trust	1.220%	-0.517%	5,465,338	-28,404	2025-03-31
SPDR® S&P 500® ETF	1.223%	1.235%	5,454,292	66,539	2025-08-31
SPDR® S&P 500 ETF Trust	1.198%	0.698%	5,389,979	37,380	2024-05-30
iShares Core S&P 500 ETF	1.206%	0.000%	5,380,106	0	2025-08-31
SPDR® Portfolio S&P 500 High Div ETF	1.191%	0.000%	5,357,565	0	2024-05-30
Fidelity® 500 Index	1.156%	0.803%	5,194,433	41,385	2023-10-31
SPDR® Portfolio S&P 500® High Div ETF	0.940%	0.248%	4,193,377	10,368	2025-08-29
Fisher All World Equity	0.844%	15.078%	3,763,037	493,039	2025-06-30
MFS Mid Cap Value A	0.732%	0.000%	3,289,371	0	2023-10-31
MFS Mid Cap Value Equity	0.732%	0.000%	3,289,371	0	2023-09-30
The Financial Select Sector SPDR® ETF	0.715%	-0.316%	3,186,919	-10,112	2025-08-31
DFA US Targeted Value I	0.689%	0.000%	3,072,948	0	2025-07-31
Financial Select Sector SPDR® ETF	0.668%	0.033%	3,003,117	984	2024-05-30
Vanguard Institutional Index I	0.607%	-0.578%	2,708,442	-15,738	2025-07-31
Dimensional US Targeted Value ETF	0.573%	0.000%	2,557,291	0	2025-08-29
State St S&P 500® Indx SL Cl III	0.536%	-0.141%	2,389,301	-3,365	2025-08-31
Invesco S&P 500® Pure Value ETF	0.476%	0.544%	2,139,828	11,568	2024-11-29
First Trust Financials AlphaDEX® ETF	0.478%	0.000%	2,131,488	0	2025-08-28
BlackRock Global Equity Mkt Netrl Instl	0.466%	-1.540%	2,076,066	-32,469	2025-06-30
Folksam LO Världen	0.445%	-20.000%	2,000,000	-500,000	2024-09-30
AB Discovery Value Advisor	0.444%	-3.739%	1,981,159	-76,943	2025-06-30
Dimensional US Small Cap Value ETF	0.391%	0.089%	1,742,408	1,544	2025-08-29
Blackrock Eq Idx Fund CF	0.382%	-0.135%	1,710,644	-2,316	2025-03-31
Vanguard Institutional 500 Index Trust	0.383%	0.000%	1,709,641	1,709,641	2025-07-31
BlackRock Advantage Large Cap Core Instl	0.364%	-0.534%	1,636,977	-8,787	2024-06-30
Vanguard High Dividend Yield ETF	0.326%	-0.031%	1,465,488	-455	2024-04-30