Invesco Ownership | Who Owns Invesco?

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Invesco Ownership Summary

Invesco is owned by 84.85% institutional investors, 1.65% insiders, and 13.49% retail investors. Blackrock is the largest institutional shareholder, holding 11.88% of IVZ shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.00% of its assets in Invesco shares.

IVZ Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Invesco	84.85%	1.65%	13.49%
Sector	Financial Services Stocks	86.48%	14.02%	-0.50%
Industry	Asset Management Stocks	41.88%	9.11%	49.01%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	54.21M	11.88%	$810.97M
Vanguard group	49.88M	10.93%	$746.18M
Trian fund management	27.22M	5.96%	$407.27M
State street	20.91M	4.58%	$312.80M
Dimensional fund advisors lp	18.08M	3.96%	$270.54M
Geode capital management	10.16M	2.22%	$151.73M
Morgan stanley	5.85M	1.28%	$87.56M
Alliancebernstein	5.83M	1.28%	$87.16M
Northern trust	5.70M	1.25%	$85.23M
Fisher asset management	4.45M	0.98%	$66.62M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Trian fund management	27.22M	9.93%	$407.27M
Insight folios	398.19K	2.44%	$5.96M
Alexander randolph advisory	138.08K	1.93%	$2.07M
American financial group	245.00K	1.57%	$3.67M
Continental advisors	238.94K	1.57%	$3.57M
Olstein capital management	470.00K	1.45%	$8.22M
Valueworks	249.89K	1.16%	$3.74M
Wealthcare capital management	630.54K	1.11%	$11.02M
Poehling capital management	256.93K	1.05%	$3.84M
Gifford fong associates	255.39K	1.01%	$3.82M

Top Buyers

Holder	Shares	% Assets	Change
Dimensional fund advisors lp	18.08M	0.07%	3.35M
Alliancebernstein	5.83M	0.03%	3.34M
Norges bank	2.12M	0.00%	2.12M
Jane street group	1.03M	0.00%	893.50K
Millennium management	715.30K	0.01%	715.30K

Top Sellers

Holder	Shares	% Assets	Change
Trian fund management	27.22M	9.93%	-6.72M
Swedbank ab	-	-	-2.00M
Vanguard group	49.88M	0.01%	-1.58M
Connor, clark & lunn investment management	-	-	-1.49M
Massachusetts financial services co /ma/	-	-	-1.32M

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	2.12M	0.00%	2.12M	$31.73M
Millennium management	715.30K	0.01%	715.30K	$10.70M
Allianz asset management gmbh	355.92K	0.01%	355.92K	$5.32M
Nomura	145.20K	0.00%	145.20K	$2.17M
Corebridge financial	114.28K	0.01%	114.28K	$1.71M

Sold Out

Holder	Change
Mendota financial group	-2.00
West branch capital	-3.00
Ruedi wealth management	-7.00
Tfo-tdc	-11.00
Delos wealth advisors	-11.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2023	504	2.02%	296,745,126	-1.30%	64	1.50%	214	3.38%	183	-0.54%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	13.47M	3.00%	13.15K
Vanguard Institutional 500 Index Trust	12.17M	2.71%	62.02K
Vanguard Small Cap Index	10.87M	2.42%	86.89K
iShares Select Dividend ETF	9.93M	2.21%	25.27K
Invesco S&P 500® Equal Weight ETF	8.17M	1.82%	8.96K
Vanguard Small Cap Value Index Inv	7.22M	1.61%	-74.41K
DFA US Small Cap Value I	6.07M	1.35%	-
SPDR® S&P 500® ETF Trust	5.65M	1.26%	42.24K
Fidelity 500 Index	5.56M	1.24%	37.83K
iShares Core S&P 500 ETF	5.28M	1.17%	3.71K

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
2024 Q4	-	-
2024 Q3	-	-
2024 Q2	-	-
2024 Q1	-	-
2023 Q4	4	-

IVZ Ownership FAQ

Who Owns Invesco?

Invesco shareholders are primarily institutional investors at 84.85%, followed by 1.65% insiders and 13.50% retail investors. The average institutional ownership in Invesco's industry, Asset Management Stocks, is 41.88%, which Invesco exceeds.

Who owns the most shares of Invesco?

Invesco’s largest shareholders are Blackrock (54.21M shares, 11.88%), Vanguard group (49.88M shares, 10.93%), and Trian fund management (27.22M shares, 5.96%). Together, they hold 28.77% 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?

Trian fund management is Invesco’s biggest shareholder by percentage of total assets invested, with 9.93% of its assets in 27.22M Invesco shares, valued at 407.27M$.

Who is the top mutual fund holder of Invesco shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Invesco shares, with 3.00% of its total shares outstanding invested in 13.47M Invesco shares.

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