Who Owns IVZ?

Invesco Ltd. — Institutional Ownership & 13F Holdings

$25.86

+0.39 (+1.53%)

Market Cap

$11.1B

Shares Outstanding

444,313,529

Institutional Holders

549

Total Inst. Value

$11.3B

% of Float Held

92.0%

QoQ Holder Change

+165

Institutional data as of Q1 2025

New Positions

119

Closed Positions

74

Increased

204

Decreased

175

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1CANADA PENSION PLAN INVESTMENT BOARD$5.6B371,100
2MASSACHUSETTS MUTUAL LIFE INSURANCE CO$1.2B81,332,319
3VANGUARD GROUP INC$747.3M49,262,299
4BlackRock, Inc.$726.6M47,899,333
5TRIAN FUND MANAGEMENT, L.P.$351.5M23,173,442
6STATE STREET CORP$332.7M21,928,364
7DIMENSIONAL FUND ADVISORS LP$299.6M19,746,797
8GEODE CAPITAL MANAGEMENT, LLC$166.9M11,019,327
9MORGAN STANLEY$158.4M7,111,052
10GOLDMAN SACHS GROUP INC$108.3M7,042,823

Biggest Buyers & Sellers This Quarter

Top Buyers

FundShares AddedValue
STATE STREET CORP+285K$332.7M
GEODE CAPITAL MANAGEMENT, LLC+636K$166.9M
MORGAN STANLEY+588K$158.4M
GOLDMAN SACHS GROUP INC+3.5M$108.3M
NORTHERN TRUST CORP+722K$107.5M

Top Sellers

FundShares RemovedValue
BlackRock, Inc.-7.1M$726.6M
MILLENNIUM MANAGEMENT LLC-4.6M$40K
VANGUARD GROUP INC-2.2M$747.3M
TWO SIGMA INVESTMENTS, LP-1.5M$13K
TWO SIGMA ADVISERS, LP-1.2M$40K

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Frequently Asked Questions

How many institutional investors hold IVZ?

As of Q1 2025, 549 institutional investors report holding IVZ (Invesco Ltd.) in their 13F filings.

What percentage of Invesco Ltd. is owned by institutions?

Institutional investors hold approximately 92.0% of Invesco Ltd.'s float as reported in SEC 13F filings.

Which hedge fund owns the most IVZ?

The largest institutional holder of IVZ is CANADA PENSION PLAN INVESTMENT BOARD with $5.6B in shares.

Are institutions buying or selling IVZ?

This quarter, 119 institutions opened new positions in IVZ and 74 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.