Latest Period
Q2 2026
Security Snapshot
Invesco Ltd. - Common Stock, par value $0.20 per share (IVZ) Institutional Ownership
CUSIP: G491BT108
13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026
Institutions Reporting
660
Shares (Excl. Options)
424,101,993
Price
$26.39
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- Security type / class
- Equity / Common Stock, par value $0.20 per share
- Symbol
- IVZ on NYSE
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 424,101,993
- Total 13F value
- $11,188,393,309
- Portfolio coverage rank
- 0.01%
- Share change
- +6,168,235
- Value change
- +$176,600,248
- Number of holders
- 660
- Shares outstanding
- 438,917,949
- SEC-reported price per share
- $29.63
- Insider filing price
- $29.63
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- IVZ - Invesco Ltd. - Common Stock, par value $0.20 per share is tracked under CUSIP G491BT108.
- 660 institutions reported positions in Q2 2026.
- 4 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 634 to 660 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $10,180,929,055 to $11,188,393,309.
Research use
- 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.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 660 institutions filings for Q2 2026.
Security key
G491BT108
Latest holder period
Q2 2026
13F holders
660
13D/G owners
4
CIK / CUSIP context first
Open Q2 2026 holders
IVZ full holder history
Invesco Ltd. SEC filings
Invesco Ltd. company facts
Invesco Ltd. insider transactions
Invesco Ltd. 13D/G history
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP G491BT108:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
4
Security
IVZ
| 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 | |||
| TRIAN FUND MANAGEMENT, L.P. | 4.6% | $288,209,612 | 20,675,008 | Nelson Peltz | 20 May 2025 | |||
| MILLENNIUM MANAGEMENT LLC | 3.9% | -20% | $476,388,374 | -$131,654,991 | 17,117,800 | -22% | Millennium Management LLC | 30 Jun 2026 |
As of 30 Jun 2026, 660 institutional investors reported holding 424,101,993 shares of Invesco Ltd. - Common Stock, par value $0.20 per share (IVZ). This represents 97% of the company’s total 438,917,949 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
76%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 19% | 81,332,319 | 0% | 90% | $2,146,359,898 |
| BlackRock, Inc. | 8.8% | 38,713,707 | -0.09% | 0.02% | $1,021,654,716 |
| VANGUARD CAPITAL MANAGEMENT LLC | 6.4% | 28,104,027 | +0.5% | 0.02% | $741,665,273 |
| DIMENSIONAL FUND ADVISORS LP | 4.9% | 21,716,982 | +1.7% | 0.1% | $573,112,452 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4.2% | 18,458,992 | -4.2% | 0.02% | $487,132,799 |
| STATE STREET CORP | 3.8% | 16,793,008 | +0.53% | 0.01% | $443,167,481 |
| MILLENNIUM MANAGEMENT LLC | 3.6% | 15,689,569 | -28% | 0.28% | $414,047,726 |
| AQR CAPITAL MANAGEMENT LLC | 2.9% | 12,604,180 | +0.64% | 0.12% | $332,624,311 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.8% | 12,503,038 | -2.6% | 0.02% | $329,393,479 |
| GOLDMAN SACHS GROUP INC | 2.5% | 11,149,168 | +5.7% | 0.03% | $294,226,545 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 2.4% | 10,616,670 | -12% | 0.03% | $280,175,000 |
| Invesco Ltd. | 2.1% | 9,309,278 | -12% | 0.02% | $245,671,847 |
| MORGAN STANLEY | 2% | 8,793,669 | +10% | 0.01% | $232,064,955 |
| NORTHERN TRUST CORP | 1.4% | 6,059,777 | +0.88% | 0.02% | $159,917,516 |
| Qube Research & Technologies Ltd | 1.2% | 5,348,752 | +107% | 0.16% | $141,153,565 |
| NORGES BANK | 1.2% | 5,210,635 | 0.01% | $137,508,658 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1% | 4,400,220 | -1% | 0.02% | $116,121,806 |
| Amundi | 0.91% | 3,992,511 | +283% | 0.03% | $105,362,366 |
| MACQUARIE GROUP LTD | 0.85% | 3,725,321 | +12% | 0.42% | $98,311,221 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 0.84% | 3,705,443 | +5.2% | 0.15% | $97,787,000 |
| D. E. Shaw & Co., Inc. | 0.84% | 3,687,880 | +24% | 0.06% | $97,323,153 |
| ALLIANCEBERNSTEIN L.P. | 0.79% | 3,463,700 | -28% | 0.03% | $84,133,273 |
| UBS Group AG | 0.65% | 2,848,991 | -1.1% | 0.01% | $75,184,873 |
| BARCLAYS PLC | 0.64% | 2,816,366 | +18% | 0.02% | $74,323,898 |
| VANGUARD FIDUCIARY TRUST CO | 0.56% | 2,461,728 | -0.26% | 0.01% | $64,965,002 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 424,101,993 | $11,188,393,309 | +$176,600,248 | $26.39 | 660 |
| 2026 Q1 | 418,973,074 | $10,180,929,055 | +$206,813,303 | $24.29 | 634 |
| 2025 Q4 | 411,482,601 | $10,814,498,738 | +$461,138,692 | $26.27 | 624 |
| 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 |