$IVZ

$28.43 -$0.10 (0.35%) Close

$IVZ Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 441.5M shares outstanding

Who owns IVZ?

By type of holder

Institutions 96.1% Insiders 0.7% Everyone else 3.2%

Concentration Top 10 holders own 64.9%

Massachusetts Mutual Life Insurance Co 18.4% · BlackRock, Inc. 8.8%

Institutional ownership

96.1%

+1.2 pts vs last qtr

Institutional holders

669

+31 vs last qtr

Net shares bought

+5.4M

by institutions in Q2 2026

New / sold out

104 / 73

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Norges Bank NEW +5.2M
Amundi +3.0M

Biggest sellers in Q2 2026

Millennium Management LLC −6.0M
Point72 Asset Management, L.P. SOLD OUT −1.6M

Who is planning to sell?

Notices of proposed sale, last 12 months

$7.23M

5 notices from 4 people

Shares covered

222.5K

0.05% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Lo Andrew Tak Shing Officer $4.64M
Butcher Stephanie Officer $1.46M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+9.6%

+1.03% a year

Each share's claim on the business

−8.8%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$1.41B vs $1.45B

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years60% 3–5 years5% 1–3 years25% Under 1 year10%

Quarterly turnover

8.2%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting IVZ on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
MM Massachusetts Mutual Life Insurance Co	81.3M	18.42%	Unchanged	2024	90.2%
Shares held by quarter Peak holding81.3M (Q3'24) Change over 8 quarters−20 Share of the company18.420% Massachusetts Mutual Life Insurance Co's full portfolio →
B BlackRock, Inc.	38.7M	8.77%	−34.1K (−0.1%)	≤2021	0.0%
Shares held by quarter Peak holding55.0M (Q4'24) Change over 8 quarters−16.0M Share of the company8.770% BlackRock, Inc.'s full portfolio →

Massachusetts Mutual Life Insurance Co

81.3M

% of company

18.42%

Change vs last qtr

Unchanged

Held since

2024

BlackRock, Inc.

38.7M

% of company

8.77%

Change vs last qtr

−34.1K (−0.1%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Invesco Ltd, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting IVZ on Form N-PORT; together they hold 17.0% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$353M	13.4M	3.03%	0.02%	June 30, 2026
V5 Vanguard 500 Index Fund Vanguard Index Funds	$303M	11.5M	2.60%	0.02%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$353M

% of company

3.03%

% of the fund

0.02%

As of

June 30, 2026

Vanguard 500 Index Fund

Vanguard Index Funds

Position value

$303M

% of company

2.60%

% of the fund

0.02%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Invesco Ltd and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
TF Trian Fund Management, L.P. 5%+ holder 13D · 4.6%	20.7M	4.68%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company4.680% Disclosed stake13D · 4.6% View the 13D/G filing →
PW Peter W. May 5%+ holder 13D · 4.6%	20.7M	4.68%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company4.680% Disclosed stake13D · 4.6% View the 13D/G filing →

Trian Fund Management, L.P.

5%+ holder13D · 4.6%

20.7M

% of company

4.68%

Change vs last qtr

—

Held since

—

Peter W. May

5%+ holder13D · 4.6%

20.7M

% of company

4.68%

Change vs last qtr

—

Held since

—

22 more holders behind a free account

See every insider and 5%+ holder of Invesco Ltd.

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