| 0.02% |
| 4 | DIMENSIONAL FUND ADVISORS LP | 21.7M | $573.1M | +1.7% | 4.899% | 0.10% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 18.5M | $487.1M | -4.2% | 4.164% | 0.02% |
| 6 | MILLENNIUM MANAGEMENT LLC | 17.1M | $452.1M | -34.0% | 3.864% | 0.16% |
| 7 | STATE STREET CORP | 16.8M | $443.2M | +0.5% | 3.788% | 0.01% |
| 8 | AQR CAPITAL MANAGEMENT LLC | 12.6M | $332.6M | +0.6% | 2.843% | 0.12% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 12.5M | $329.4M | -2.6% | 2.821% | 0.02% |
| 10 | GOLDMAN SACHS GROUP INC | 11.1M | $294.2M | +2.6% | 2.515% | 0.03% |
| 11 | Invesco Ltd. | 9.3M | $245.7M | -11.8% | 2.100% | 0.02% |
| 12 | MORGAN STANLEY | 8.8M | $232.1M | +10.3% | 1.984% | 0.01% |
| 13 | NORTHERN TRUST CORP | 6.1M | $159.9M | +0.9% | 1.367% | 0.02% |
| 14 | Qube Research & Technologies Ltd | 5.3M | $141.2M | +106.9% | 1.207% | 0.13% |
| 15 | NORGES BANK | 5.2M | $137.5M | — | 1.175% | 0.01% |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4.4M | $116.1M | -1.1% | 0.993% | 0.02% |
| 17 | Amundi | 4.0M | $105.4M | +283.1% | 0.901% | 0.03% |
| 18 | MACQUARIE GROUP LTD | 3.7M | $98.3M | +11.7% | 0.840% | 0.42% |
| 19 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 3.7M | $97.8M | +5.2% | 0.836% | 0.15% |
| 20 | D. E. Shaw & Co., Inc. | 3.7M | $97.3M | +24.1% | 0.832% | 0.05% |
| 21 | ALLIANCEBERNSTEIN L.P. | 3.5M | $84.1M | -28.1% | 0.781% | 0.03% |
| 22 | UBS Group AG | 2.8M | $75.2M | -1.1% | 0.643% | 0.01% |
| 23 | BARCLAYS PLC | 2.8M | $74.3M | +17.5% | 0.635% | 0.01% |
| 24 | VANGUARD FIDUCIARY TRUST CO | 2.5M | $65.0M | -0.3% | 0.555% | 0.01% |
| 25 | BANK OF AMERICA CORP /DE/ | 2.2M | $59.3M | -15.4% | 0.507% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in IVZ — a direct measure of their conviction.
| 89.46% |
| 1.45 pp |
| $6.18B |
| 10% |
| Q4 2024 | 509 | +8.1% | 90.91% | +1.99 pp | $6.91B | +2.0% |
| Q3 2024 | 471 | — | 88.92% | — | $6.77B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
98 institutions opened new positions in IVZ during Q2 2026, while 59 fully exited. 438 added to existing positions and 116 trimmed.
IVZ institutional ownership rose by 0.56 percentage points quarter-over-quarter, with a net change of +42 holders.
The top 10 institutions account for 62.4% of all reported 13F value in IVZ, and the top 25 account for 78.8%.
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