Invesco Ownership | Who Owns Invesco?

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Invesco Ownership Summary

Invesco is owned by 61.11% institutional investors, 1.69% insiders, and 37.20% retail investors. Massachusetts mutual life insurance is the largest institutional shareholder, holding 17.88% of IVZ shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 3.03% of its assets in Invesco shares.

IVZ Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Invesco	61.11%	1.69%	37.20%
Sector	Financial Services Stocks	40.29%	14.61%	45.11%
Industry	Asset Management Stocks	33.12%	8.74%	58.14%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Massachusetts mutual life insurance	81.33M	17.88%	$1.42B
Blackrock funding, inc. /de	54.96M	12.08%	$960.67M
Blackrock	54.21M	11.88%	$810.97M
Vanguard group	51.49M	11.32%	$900.13M
Trian fund management	23.17M	5.09%	$405.07M
State street	20.91M	4.58%	$312.80M
Dimensional fund advisors lp	20.10M	4.42%	$351.43M
Geode capital management	10.38M	2.28%	$181.28M
Aqr capital management	8.15M	1.79%	$142.39M
Millennium management	7.24M	1.59%	$126.47M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Massachusetts mutual life insurance	81.33M	79.57%	$1.42B
Trian fund management	23.17M	10.44%	$405.07M
Insight folios	398.19K	2.44%	$5.96M
American financial group	245.00K	1.95%	$4.28M
Olstein capital management	470.00K	1.45%	$8.22M
Continental advisors	170.29K	1.37%	$2.98M
Valueworks	207.39K	1.21%	$3.63M
Wealthcare capital management	630.54K	1.11%	$11.02M
Gifford fong associates	255.39K	1.10%	$4.46M
Poehling capital management	256.93K	1.05%	$3.84M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	3.29M	0.01%	3.29M
Aqr capital management	8.15M	0.18%	2.26M
Ubs group	3.63M	0.01%	2.07M
Cibc private wealth group	1.71M	0.05%	1.64M
Deutsche bank ag\	3.33M	0.02%	1.23M

Top Sellers

Holder	Shares	% Assets	Change
Millennium management	7.24M	0.06%	-2.79M
Swedbank ab	-	-	-2.00M
Massachusetts financial services co /ma/	-	-	-1.32M
Point72 asset management	2.04M	0.08%	-1.17M
State street	20.91M	0.01%	-947.06K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	3.29M	0.01%	3.29M	$57.46M
La banque postale asset management sa	413.12K	0.10%	413.12K	$7.22M
Susquehanna fundamental investments	328.65K	0.08%	328.65K	$5.74M
Mubadala investment co pjsc	220.44K	0.02%	220.44K	$3.85M
Prana capital management, lp	169.37K	0.14%	169.37K	$2.96M

Sold Out

Holder	Change
Mendota financial group	-2.00
West branch capital	-3.00
Ruedi wealth management	-7.00
Sugar maple asset management	-10.00
Clearstead advisors	-10.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	362	-30.38%	277,997,541	-28.01%	61	0.85%	181	-29.57%	111	-28.39%
Sep 30, 2024	513	2.19%	385,996,852	27.66%	84	1.93%	255	11.35%	152	-10.59%
Jun 30, 2024	497	-4.05%	301,976,253	0.79%	66	1.52%	226	-9.96%	170	6.25%
Mar 31, 2024	518	0.39%	299,609,786	1.31%	65	1.56%	251	2.45%	160	-15.79%
Dec 31, 2023	516	2.38%	295,738,869	-0.34%	65	1.55%	245	14.49%	190	3.83%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard US Total Market Shares ETF	13.59M	3.03%	11.17K
Vanguard Total Stock Mkt Idx Inv	13.52M	3.02%	19.85K
Vanguard Institutional 500 Index Trust	12.46M	2.78%	76.16K
Vanguard Small Cap Index	10.90M	2.44%	8.91K
iShares Select Dividend ETF	10.29M	2.30%	-
Invesco S&P 500® Equal Weight ETF	9.32M	2.08%	19.85K
Vanguard Small Cap Value Index Inv	7.18M	1.60%	-25.60K
DFA US Small Cap Value I	5.90M	1.32%	-165.40K
Fidelity 500 Index	5.63M	1.26%	25.06K
SPDR® S&P 500 ETF	5.61M	1.25%	-82.30K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Oct 02, 2023	Invesco Realty, Inc.	-	Buy	$5.00M
Oct 02, 2023	Invesco Realty, Inc.	-	Buy	$5.00M
Oct 02, 2023	Invesco Realty, Inc.	-	Buy	$5.00M
Oct 02, 2023	Invesco Realty, Inc.	-	Buy	$5.00M
Sep 05, 2023	Invesco Realty, Inc.	-	Buy	$17.50M

Insider Transactions Trends

Date	Buy	Sell
2025 Q1	-	-
2024 Q4	-	-
2024 Q3	-	-
2024 Q2	-	-
2024 Q1	-	-

IVZ Ownership FAQ

Who Owns Invesco?

Invesco shareholders are primarily institutional investors at 61.11%, followed by 1.69% insiders and 37.20% retail investors. The average institutional ownership in Invesco's industry, Asset Management Stocks, is 33.12%, which Invesco exceeds.

Who owns the most shares of Invesco?

Invesco’s largest shareholders are Massachusetts mutual life insurance (81.33M shares, 17.88%), Blackrock funding, inc. /de (54.96M shares, 12.08%), and Blackrock (54.21M shares, 11.88%). Together, they hold 41.84% of Invesco’s total shares outstanding.

Does Blackrock own Invesco?

Yes, BlackRock owns 11.88% of Invesco, totaling 54.21M shares as of Jun 2024. This represents 0.02% of BlackRock's total assets, with a market value of 810.97M$. In the last quarter, BlackRock decreased its holdings by -140K shares, a -0.26% change.

Who is Invesco’s biggest shareholder by percentage of total assets invested?

Massachusetts mutual life insurance is Invesco’s biggest shareholder by percentage of total assets invested, with 79.57% of its assets in 81.33M Invesco shares, valued at 1.42B$.

Who is the top mutual fund holder of Invesco shares?

Vanguard US Total Market Shares ETF is the top mutual fund holder of Invesco shares, with 3.03% of its total shares outstanding invested in 13.59M Invesco shares.

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