Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in IVZ held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 81.3M | $1.98B | 0.0% | 18.305% | 91.14% |
| 2 | BlackRock, Inc. | 38.7M | $941.2M | -0.5% | 8.721% | 0.02% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 28.0M | $679.3M | β | 6.294% | 0.02% |
| 4 | DIMENSIONAL FUND ADVISORS LP | 21.4M | $518.8M | +2.9% | 4.808% | 0.11% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 19.3M | $467.9M | β | 4.335% | 0.02% |
| 6 | STATE STREET CORP | 16.7M | $405.8M | -22.4% | 3.760% | 0.01% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 12.8M | $311.4M | +17.5% | 2.890% | 0.02% |
| 8 | AQR CAPITAL MANAGEMENT LLC | 12.5M | $299.6M | +41.0% | 2.819% | 0.14% |
| 9 | GOLDMAN SACHS GROUP INC | 10.9M | $264.0M | +69.2% | 2.446% | 0.03% |
| 10 | Invesco Ltd. | 10.6M | $256.5M | +20.4% | 2.376% | 0.04% |
| 11 | MORGAN STANLEY | 8.0M | $193.6M | +8.6% | 1.794% | 0.01% |
| 12 | NORTHERN TRUST CORP | 6.0M | $145.9M | -0.0% | 1.352% | 0.02% |
| 13 | ALLIANCEBERNSTEIN L.P. | 4.8M | $126.5M | +0.1% | 1.084% | 0.04% |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4.4M | $108.0M | +1.6% | 1.001% | 0.02% |
| 15 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 3.5M | $85.6M | +11.8% | 0.793% | 0.15% |
| 16 | Bank of New York Mellon Corp | 3.4M | $83.4M | +5.6% | 0.772% | 0.02% |
| 17 | MACQUARIE GROUP LTD | 3.3M | $81.0M | +11.9% | 0.751% | 0.48% |
| 18 | TRIAN FUND MANAGEMENT, L.P. | 3.0M | $72.2M | 0.0% | 0.669% | 1.87% |
| 19 | D. E. Shaw & Co., Inc. | 3.0M | $72.2M | +191.7% | 0.669% | 0.07% |
| 20 | UBS Group AG | 2.9M | $70.0M | +1.4% | 0.648% | 0.01% |
| 21 | BANK OF AMERICA CORP /DE/ | 2.7M | $64.5M | +28.9% | 0.597% | 0.00% |
| 22 | Qube Research & Technologies Ltd | 2.6M | $62.8M | +76.5% | 0.582% | 0.07% |
| 23 | VANGUARD FIDUCIARY TRUST CO | 2.5M | $60.0M | β | 0.555% | 0.02% |
| 24 | BARCLAYS PLC | 2.4M | $58.2M | +78.4% | 0.539% | 0.02% |
| 25 | LOS ANGELES CAPITAL MANAGEMENT LLC | 2.1M | $50.9M | +111012.0% | 0.472% | 0.20% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in IVZ β a direct measure of their conviction.
Filings activity in IVZ during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new IVZ position in Q1 2026
Institutions that fully closed their IVZ position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 615 | +1.3% | 72.10% | 7.46 pp | $9.27B | 9.4% |
| Q4 2025 | 607 | +12% | 79.56% | +12.06 pp | $10.22B | +18% |
| Q3 2025 | 543 | +6.9% | 67.50% | +10.70 pp | $8.67B | +19% |
| Q2 2025 | 508 | +1.0% | 56.80% | +8.69 pp | $7.30B | +18% |
| Q1 2025 | 503 | 1.2% | 48.11% | 5.64 pp | $6.18B | 10% |
| Q4 2024 | 509 | +8.1% | 53.75% | +1.07 pp | $6.91B | +2.0% |
| Q3 2024 | 471 | +4.0% | 52.68% | +3.12 pp | $6.77B | +6.3% |
| Q2 2024 | 453 | β | 49.56% | β | $6.37B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying IVZ stock.
Based on Q1 2026 13F filings, institutional ownership of Invesco Ltd. stands at 72.1%, held across 615 reporting institutions.
MASSACHUSETTS MUTUAL LIFE INSURANCE CO is the largest reported institutional holder of IVZ, with approximately 81,332,319 shares worth $1.98B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of IVZ.
Our composite Smart Money Score for IVZ is 28 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
102 institutions opened new positions in IVZ during Q1 2026, while 94 fully exited. 170 added to existing positions and 340 trimmed.
IVZ institutional ownership fell by 7.46 percentage points quarter-over-quarter, with a net change of +8 holders.
The top 10 institutions account for 66.1% of all reported 13F value in IVZ, and the top 25 account for 80.5%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Invesco Ltd. (IVZ) Institutional Ownership