Invesco Plc (IVZ) Ownership

16.45 ↑0.40 (2.49%)
As of March 27, 2024, 3:59pm EST.

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Invesco Plc (IVZ), owning a total of 51.5 million shares. Combined, the top 33 institutional holders of IVZ own 57.46% of the company with a total of 258.4 million shares.

In the latest ownership report on December 31st 2023, the top 33 institutional holders increased their combined ownership of IVZ by 3 million shares. 11 institutions bought 11,187,092 total additional shares and increased their ownership by an average of 17.80%. However 6 institutions sold 8,213,620 total shares and decreased their ownership by an average of 17.21%.

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 2,973,472 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc11.446%0.226%51,454,867115,8332023-12-31
BlackRock Inc10.299%0.231%46,299,714106,4982023-12-31
Trian Fund Management LP7.550%0.000%33,940,09602023-12-31
State Street Corporation4.694%-11.028%21,102,803-2,615,7242023-12-31
Dimensional Fund Advisors, Inc.3.069%23.131%13,798,0512,592,0392023-12-31
Geode Capital Management, LLC2.169%1.301%9,752,324125,2512023-12-31
Goldman Sachs Group Inc1.477%59.549%6,641,8222,478,9522023-12-31
Northern Trust Corp1.264%-4.400%5,682,436-261,5072023-12-31
Morgan Stanley - Brokerage Accounts1.102%-8.448%4,951,933-456,9332023-12-31
Charles Schwab Investment Management Inc0.898%3.504%4,034,956136,5822023-12-31
Fisher Asset Management, LLC0.872%11.105%3,921,248391,9332023-12-31
Balyasny Asset Management LLC0.771%0.000%3,463,8193,463,8192023-12-31
NORGES BANK0.745%3.580%3,347,124115,6982023-12-31
Millennium Management LLC0.596%54.621%2,677,092945,7012023-12-31
Bank of New York Mellon Corp0.576%-10.553%2,590,316-305,6062023-12-31
Barclays PLC0.571%38.570%2,568,016714,7862023-12-31
Massachusetts Financial Services Company0.566%-63.662%2,544,565-4,457,9472023-12-31
Ameriprise Financial Inc0.475%-5.149%2,135,025-115,9032023-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc11.446%0.226%51,454,867115,8332023-12-31
BlackRock Inc10.299%0.231%46,299,714106,4982023-12-31
Trian Fund Management LP7.550%0.000%33,940,09602023-12-31
State Street Corporation4.694%-11.028%21,102,803-2,615,7242023-12-31
Dimensional Fund Advisors, Inc.3.069%23.131%13,798,0512,592,0392023-12-31
Geode Capital Management, LLC2.169%1.301%9,752,324125,2512023-12-31
Goldman Sachs Group Inc1.477%59.549%6,641,8222,478,9522023-12-31
Amundi1.282%18.174%5,761,414886,0562023-09-30
Northern Trust Corp1.264%-4.400%5,682,436-261,5072023-12-31
Morgan Stanley - Brokerage Accounts1.102%-8.448%4,951,933-456,9332023-12-31
Charles Schwab Investment Management Inc0.898%3.504%4,034,956136,5822023-12-31
Fisher Asset Management, LLC0.872%11.105%3,921,248391,9332023-12-31
FMR Inc0.785%-7.046%3,527,422-267,3732023-09-30
Balyasny Asset Management LLC0.771%0.000%3,463,8193,463,8192023-12-31
NORGES BANK0.745%3.580%3,347,124115,6982023-12-31
T. Rowe Price Associates, Inc.0.672%1.459%3,080,04444,3022022-12-31
Pzena Investment Management, LLC0.598%0.438%2,686,06311,7012023-06-30
Millennium Management LLC0.596%54.621%2,677,092945,7012023-12-31
Bank of New York Mellon Corp0.576%-10.553%2,590,316-305,6062023-12-31
Barclays PLC0.571%38.570%2,568,016714,7862023-12-31
Massachusetts Financial Services Company0.566%-63.662%2,544,565-4,457,9472023-12-31
Fiera Capital Corporation0.521%-0.486%2,336,112-11,4182023-03-31
AQR Capital Management LLC0.520%52.080%2,336,033799,9772023-09-30
Two Sigma Advisers, LLC0.505%-21.930%2,313,300-649,8002022-12-31
Bank of America Corp0.497%-1.672%2,229,500-37,9122023-03-31
Ameriprise Financial Inc0.475%-5.149%2,135,025-115,9032023-12-31
D. E. Shaw & Co LP0.453%33.488%2,035,706510,6962023-09-30
JPMorgan Chase & Co0.441%-44.828%2,021,286-1,642,3382022-12-31
Citadel Advisors Llc0.437%-65.014%1,965,850-3,653,1112023-09-30
Deutsche Bank AG0.428%26.449%1,922,406402,0982023-09-30
UBS Asset Mgmt Americas Inc0.412%-0.477%1,852,650-8,8852023-09-30
Letko, Brosseau & Associates Inc0.387%-0.406%1,736,838-7,0752023-06-30
Letko, Brosseau & Associates Inc.0.381%-1.352%1,713,363-23,4752023-09-30

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 26 mutual fund holders of IVZ own 31.86% of the company with a total of 143.2 million shares.

In the latest ownership report on February 29th 2024, the top 26 fund holders increased their combined ownership of IVZ by 315 thousand shares. 9 funds bought 363,369 total additional shares and increased their ownership by an average of 0.50%. However 5 funds sold 48,840 total shares and decreased their ownership by an average of 0.18%.

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 314,529 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv3.060%-0.236%13,758,372-32,5972024-02-29
Vanguard Small Cap Index2.518%1.056%11,318,565118,3232024-02-29
Vanguard Institutional 500 Index Trust2.439%1.053%10,965,841114,2162024-02-29
iShares Select Dividend ETF2.248%-0.032%10,103,706-3,2582024-02-29
Vanguard Small Cap Value Index Inv1.723%0.516%7,746,41739,7622024-02-29
Invesco S&P 500® Equal Weight ETF1.363%0.592%6,126,74336,0362024-02-29
SPDR® S&P 500 ETF Trust1.177%0.630%5,292,52433,1082024-02-29
SPDR® Portfolio S&P 500 High Div ETF1.164%0.000%5,230,88602024-02-29
iShares Core S&P 500 ETF1.041%0.305%4,677,52814,2042024-02-29
Vanguard Institutional Index I0.660%0.079%2,968,5042,3412024-02-29
Financial Select Sector SPDR® ETF0.660%-0.170%2,967,694-5,0532024-02-29
Folksam LO Världen0.556%0.000%2,500,00002024-02-29
Dimensional US Targeted Value ETF0.489%0.036%2,196,6217792024-02-29
State St S&P 500® Indx SL Cl III0.483%0.212%2,172,0834,6002024-02-29
Invesco S&P 500® Pure Value ETF0.405%-0.253%1,821,465-4,6202024-02-29
Vanguard High Dividend Yield ETF0.359%-0.205%1,613,390-3,3122024-02-29

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Instl Ttl Stck Mkt Idx Tr3.131%1.937%14,076,990267,4872023-03-31
Vanguard Total Stock Mkt Idx Inv3.060%-0.236%13,758,372-32,5972024-02-29
Vanguard Small Cap Index2.518%1.056%11,318,565118,3232024-02-29
Vanguard Institutional 500 Index Trust2.439%1.053%10,965,841114,2162024-02-29
Vanguard 500 Index Investor2.402%0.504%10,774,84354,0472023-08-31
iShares Select Dividend ETF2.248%-0.032%10,103,706-3,2582024-02-29
Vanguard Small Cap Value Index Inv1.723%0.516%7,746,41739,7622024-02-29
Invesco S&P 500® Equal Weight ETF1.363%0.592%6,126,74336,0362024-02-29
Fidelity 500 Index1.187%1.034%5,337,44554,6202024-01-31
SPDR® S&P 500 ETF Trust1.177%0.630%5,292,52433,1082024-02-29
SPDR® Portfolio S&P 500 High Div ETF1.164%0.000%5,230,88602024-02-29
Fidelity® 500 Index1.156%0.803%5,194,43341,3852023-10-31
iShares Core S&P 500 ETF1.041%0.305%4,677,52814,2042024-02-29
DFA US Small Cap Value I0.796%0.000%3,579,04102024-01-31
MFS Mid Cap Value A0.732%0.000%3,289,37102023-10-31
MFS Mid Cap Value Equity0.732%0.000%3,289,37102023-09-30
Vanguard Institutional Index I0.660%0.079%2,968,5042,3412024-02-29
Financial Select Sector SPDR® ETF0.660%-0.170%2,967,694-5,0532024-02-29
DFA US Targeted Value I0.597%2.884%2,683,41975,2212024-01-31
Folksam LO Världen0.556%0.000%2,500,00002024-02-29
Dimensional US Targeted Value ETF0.489%0.036%2,196,6217792024-02-29
State St S&P 500® Indx SL Cl III0.483%0.212%2,172,0834,6002024-02-29
First Trust Financials AlphaDEX® ETF0.421%0.618%1,915,43811,7582023-02-28
Invesco S&P 500® Pure Value ETF0.405%-0.253%1,821,465-4,6202024-02-29
Vanguard High Dividend Yield ETF0.359%-0.205%1,613,390-3,3122024-02-29
Blackrock Eq Idx Fund CF0.357%1.420%1,605,31822,4782023-12-31

Discussions

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corner_fight4r

$IVZ Bears always win...
Bulls have to be forever bagholders....

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aussie713

$IVZ they don’t want us to shine… But we gon shine…

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iburnmoney

$IVZ Like if the Hedgies are fucked

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bullorbear

$IVZ Shorts talk the talk but cant walk the walk

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