Invesco
IVZ · NYSE
Who owns IVZ
Largest institutional holders, from their latest 13F filings
The 10 largest institutions hold 56.4% of IVZ’s shares.
- Massachusetts Mutual Life Insurance Company18.4%
- BlackRock Institutional Trust Company, N.A.7.2%
- Vanguard Capital Management, LLC6.4%
- Dimensional Fund Advisors, L.P.4.9%
- Next 6 largest institutions19.5%
- All other shareholders43.6%
| Holder | Shares | % of shares |
|---|---|---|
| Massachusetts Mutual Life Insurance Company | 81.33M | 18.42% |
| BlackRock Institutional Trust Company, N.A. | 31.99M | 7.25% |
| Vanguard Capital Management, LLC | 28.10M | 6.37% |
| Dimensional Fund Advisors, L.P. | 21.72M | 4.92% |
| Vanguard Portfolio Management, LLC | 18.46M | 4.18% |
| State Street Investment Management (US) | 16.79M | 3.80% |
| Millennium Management LLC | 15.69M | 3.55% |
| AQR Capital Management, LLC | 12.60M | 2.85% |
| Geode Capital Management, L.L.C. | 12.50M | 2.83% |
| T. Rowe Price Associates, Inc. | 9.97M | 2.26% |
Largest mutual fund holders
| Holder | Shares | % of shares |
|---|---|---|
| Vanguard Total Stock Market Index Fund | 13.41M | 3.04% |
| Vanguard 500 Index Fund | 11.64M | 2.64% |
| Vanguard Small-Cap Index Fund | 9.68M | 2.19% |
| iShares Select Dividend ETF | 9.21M | 2.09% |
| Invesco S&P 500 Equal Weight ETF | 6.89M | 1.56% |
Insider trades
Form 4 filings by officers, directors and large holders
Over the last 6 months, insiders sold $7.23M (5 trades) of IVZ on the open market, with no buys.
| Insider | Type | Shares | Value |
|---|---|---|---|
| WOOD PHOEBE A | Sale | 3.00K | $97.32K |
| Butcher Stephanie | Sale | 45.09K | $1.46M |
| Lo Andrew Tak Shing | Sale | 100.84K | $3.25M |
| Lo Andrew Tak Shing | Sale | 42.53K | $1.40M |
| DUKES LAURA ALLISON | Gift | 7.60K | — |
| DUKES LAURA ALLISON | Sale | 31.07K | $1.03M |
| Butcher Stephanie | Option exercise | 20.77K | — |
| Butcher Stephanie | Option exercise | 19.18K | — |
| Butcher Stephanie | Option exercise | 25.50K | — |
| Butcher Stephanie | Tax withholding | 9.76K | $319.97K |
Congressional trades
Disclosed by members of Congress over the last 12 months
| Member | Type | Amount | Traded |
|---|---|---|---|
| Kevin HernHouse | Sale | $15K–$50K | Mar 17, 2026 |
| Gil CisnerosHouse | Sale | $1K–$15K | Feb 10, 2026 |
| Gil CisnerosHouse | Purchase | $1K–$15K | Jan 9, 2026 |
Short interest
Settled Sep 30, 2026
- Shares short
- 16.11M
- Days to cover
- 3.11
- % of shares outstanding
- 3.65%
- Average daily volume
- 5.19M
- Change since last report
- +23.2%
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