Who Owns Invesco Stock?
NYSE: IVZFinanceInvestment ManagersUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 98.58%
- Held by insiders
- 0.60%
- Institutional holders
- 921
- Institutions 98.6%
- Insiders 0.6%
- Public and other 0.8%
Who owns Invesco stock?
Institutional investors own about 98.6% of Invesco's shares, spread across 921 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 0.60% of IVZ.
The largest institutional holders are Massachusetts Mutual Life Insurance Co. (18.35%), Blackrock Inc. (8.73%) and Vanguard Capital Management LLC (6.34%). Together, the top 10 institutions control 58.0% of shares outstanding. In their latest filings, 5 of the top 10 institutions increased their IVZ positions and 4 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of IVZ
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Massachusetts Mutual Life Insurance Co. | 81.33M | 18.35% | 0.0% |
| Blackrock Inc. | 38.71M | 8.73% | -0.1% |
| Vanguard Capital Management LLC | 28.10M | 6.34% | +0.5% |
| Dimensional Fund Advisors LP | 21.72M | 4.90% | +1.7% |
| Vanguard Portfolio Management LLC | 18.46M | 4.16% | -4.2% |
| State Street Corporation | 16.79M | 3.79% | +0.5% |
| Millennium Management Llc | 15.69M | 3.54% | -27.5% |
| AQR Capital Management, LLC | 12.60M | 2.84% | +0.6% |
| Geode Capital Management, LLC | 12.50M | 2.82% | -2.6% |
| Goldman Sachs Group Inc | 11.15M | 2.52% | +5.7% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of IVZ
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 13.37M | 3.02% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | 11.49M | 2.59% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 9.65M | 2.18% |
| iShares Trust-iShares Select Dividend ETF | 9.30M | 2.10% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | 6.89M | 1.55% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | 6.12M | 1.38% |
| iShares Trust-iShares Core S&P 500 ETF | 5.90M | 1.33% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | 5.75M | 1.30% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | 5.44M | 1.23% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | 5.25M | 1.19% |
Frequently asked questions
Who is the largest shareholder of Invesco?
Massachusetts Mutual Life Insurance Co. is the largest institutional shareholder of IVZ, owning 18.35% of shares outstanding (81.33M shares) as of its latest 13F filing.
What percentage of Invesco is owned by institutions?
Institutions own about 98.6% of IVZ shares and 99.2% of the public float.
How much of Invesco do insiders own?
Insiders, such as officers and directors, own about 0.60% of IVZ shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.