Security Snapshot

Invesco Ltd. - Common Stock (IVZ) Institutional Ownership

CUSIP: G491BT108

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

618

Shares (Excl. Options)

411,190,372

Price

$26.27

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Type / Class
Equity / Common Stock
Symbol
IVZ on NYSE
Shares outstanding
443,928,867
Price per share
$24.14
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
411,190,372
Total reported value
$10,806,821,883
% of total 13F portfolios
0.01%
Share change
+17,045,147
Value change
+$461,263,159
Number of holders
618
Price from insider filings
$24.14
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • IVZ - Invesco Ltd. - Common Stock is tracked under CUSIP G491BT108.
  • 618 institutions reported positions in Q4 2025.
  • 4 significant owners is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 618 to 385 between Q4 2025 and Q1 2026.
  • Reported value moved from $10,806,821,883 to $5,059,058,489.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 618 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP G491BT108?
CUSIP G491BT108 identifies IVZ - Invesco Ltd. - Common Stock in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of Invesco Ltd. - Common Stock (IVZ) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 8.1% $506,820,469 36,357,279 BlackRock, Inc. 31 Mar 2025
VANGUARD CAPITAL MANAGEMENT LLC 7.2% $770,986,801 31,740,914 Vanguard Capital Management 31 Mar 2026
MILLENNIUM MANAGEMENT LLC 4.9% -17% $573,959,727 -$113,186,055 21,848,486 -16% Millennium Management LLC 31 Dec 2025
TRIAN FUND MANAGEMENT, L.P. 4.6% $288,209,612 20,675,008 Nelson Peltz 20 May 2025

As of 31 Dec 2025, 618 institutional investors reported holding 411,190,372 shares of Invesco Ltd. - Common Stock (IVZ). This represents 93% of the company’s total 443,928,867 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Invesco Ltd. - Common Stock (IVZ) together control 74% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
MASSACHUSETTS MUTUAL LIFE INSURANCE CO 18% 81,332,319 0% 88% $2,136,600,020
VANGUARD GROUP INC 12% 52,965,761 +1.8% 0.02% $1,391,410,541
BlackRock, Inc. 8.8% 38,956,628 +3.3% 0.02% $1,023,390,626
STATE STREET CORP 4.9% 21,541,382 +0.09% 0.02% $565,892,105
DIMENSIONAL FUND ADVISORS LP 4.7% 20,764,685 -2.7% 0.11% $545,492,086
MILLENNIUM MANAGEMENT LLC 3.1% 13,882,786 +7.9% 0.26% $364,700,788
GEODE CAPITAL MANAGEMENT, LLC 2.5% 10,925,140 -2.5% 0.02% $286,470,121
AQR CAPITAL MANAGEMENT LLC 2% 8,882,863 -9.5% 0.12% $233,352,811
Invesco Ltd. 2% 8,770,121 0.04% $230,391,080
MORGAN STANLEY 1.7% 7,338,776 -3.8% 0.01% $192,789,690
PRICE T ROWE ASSOCIATES INC /MD/ 1.5% 6,729,393 +368% 0.02% $176,782,000
GOLDMAN SACHS GROUP INC 1.4% 6,424,969 +3.3% 0.02% $168,783,931
NORTHERN TRUST CORP 1.4% 6,007,833 -3.8% 0.02% $157,825,772
Fisher Asset Management, LLC 1.2% 5,508,744 +6% 0.05% $144,714,726
ALLIANCEBERNSTEIN L.P. 1.1% 4,808,093 -3.7% 0.04% $126,308,603
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.99% 4,376,599 -1.1% 0.02% $114,973,256
SAMLYN CAPITAL, LLC 0.95% 4,211,041 +117% 1.8% $110,624,046
NORGES BANK 0.88% 3,902,656 0.01% $102,522,773
Bank of New York Mellon Corp 0.73% 3,249,634 +47% 0.02% $85,367,870
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.71% 3,150,958 0% 0.12% $82,776,000
MACQUARIE GROUP LTD 0.67% 2,979,258 +0.92% 0.34% $78,265,108
TRIAN FUND MANAGEMENT, L.P. 0.67% 2,970,944 -80% 2% $78,046,699
UBS Group AG 0.64% 2,841,830 -17% 0.01% $74,654,874
DEUTSCHE BANK AG\ 0.59% 2,634,866 +82% 0.02% $69,217,930
Holocene Advisors, LP 0.56% 2,467,939 +1.6% 0.14% $64,832,758

Institutional Holders of Invesco Ltd. - Common Stock (IVZ) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 208,327,229 $5,059,058,489 -$126,717,976 $24.29 385
2025 Q4 411,190,372 $10,806,821,883 +$461,263,159 $26.27 618
2025 Q3 391,220,703 $8,976,349,382 -$415,041,011 $22.94 558
2025 Q2 411,567,624 $6,491,474,181 +$132,439,407 $15.77 513
2025 Q1 404,058,705 $6,118,049,706 -$7,755,578 $15.17 511
2024 Q4 402,598,928 $7,035,801,089 +$218,710,150 $17.48 518
2024 Q3 388,653,886 $6,823,243,770 +$80,618,217 $17.56 483
2024 Q2 302,631,858 $4,527,841,421 -$6,997,210 $14.96 470
2024 Q1 302,525,768 $5,014,776,322 +$27,539,863 $16.59 487
2023 Q4 298,908,873 $5,330,882,059 -$80,104,294 $17.84 489
2023 Q3 303,551,133 $4,405,687,821 -$7,970,879 $14.52 481
2023 Q2 303,517,436 $5,102,176,063 -$169,807,317 $16.81 468
2023 Q1 313,068,024 $5,131,210,664 -$55,026,308 $16.40 504
2022 Q4 316,882,106 $5,703,989,568 -$85,591,156 $17.99 500
2022 Q3 322,045,700 $4,413,465,675 +$267,658,937 $13.70 477
2022 Q2 300,006,954 $4,837,598,363 -$32,735,271 $16.13 487
2022 Q1 303,400,516 $7,149,685,689 +$58,486,696 $23.06 503
2021 Q4 303,293,076 $7,121,939,642 +$164,194,613 $23.02 545
2021 Q3 296,057,921 $7,210,902,734 +$106,194,336 $24.11 540
2021 Q2 291,208,822 $7,754,109,118 -$15,422,968 $26.73 549
2021 Q1 290,977,379 $7,366,291,910 -$507,002,859 $25.22 517
2020 Q4 311,046,614 $5,421,291,254 -$283,821,261 $17.43 484
2020 Q3 328,177,385 $3,744,701,361 +$143,494,999 $11.41 438
2020 Q2 315,173,655 $3,390,285,301 +$158,839,530 $10.76 426
2020 Q1 302,722,315 $2,748,523,037 -$66,221,893 $9.08 472
2019 Q4 302,344,679 $5,436,290,978 -$13,200,230 $17.98 498
2019 Q3 303,771,758 $5,148,037,369 -$274,477,232 $16.94 491
2019 Q2 318,457,439 $6,513,533,033 +$264,645,056 $20.46 505
2019 Q1 307,361,663 $5,936,517,720 -$271,063,393 $19.31 494
2018 Q4 323,526,450 $5,414,227,364 -$198,814,086 $16.74 504
2018 Q3 330,603,817 $7,561,350,010 +$65,916,806 $22.88 548
2018 Q2 327,179,002 $8,687,451,908 -$111,778,554 $26.56 550
2018 Q1 329,892,967 $10,562,013,522 -$211,758,958 $32.01 582
2017 Q4 335,357,084 $12,252,226,833 +$82,126,018 $36.54 609
2017 Q3 333,304,010 $11,669,723,572 +$194,144,228 $35.04 539
2017 Q2 327,716,063 $11,526,289,419 +$132,432,974 $35.19 558
2017 Q1 326,813,231 $10,009,877,521 +$874,567,428 $30.63 536
2016 Q4 329,284,211 $9,991,483,140 +$326,178,794 $30.34 546
2016 Q3 319,571,841 $9,988,186,159 -$190,193,257 $31.27 498
2016 Q2 327,111,402 $8,354,396,436 -$241,622,629 $25.54 515
2016 Q1 335,544,093 $10,324,753,045 -$355,237,050 $30.77 500
2015 Q4 346,897,875 $11,612,858,069 -$46,036,944 $33.48 523
2015 Q3 347,885,075 $10,863,794,477 -$317,817,890 $31.23 527
2015 Q2 358,500,293 $13,440,299,390 -$124,447,334 $37.49 550
2015 Q1 361,985,223 $14,362,346,170 -$34,931,325 $39.69 534
2014 Q4 363,139,066 $14,347,163,359 +$71,604,108 $39.52 552
2014 Q3 363,744,480 $14,360,518,697 -$58,618,827 $39.48 502
2014 Q2 365,215,586 $13,786,696,298 -$377,432,045 $37.75 476
2014 Q1 373,314,611 $13,801,456,559 +$445,314,171 $37.00 460
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