Who owns Invesco (IVZ)
Which tracked institutional funds hold IVZ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IVZ company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
183 tracked funds added or opened IVZ while 106 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
IVZ’s largest tracked holder by dollar value, MASSACHUSETTS MUTUAL LIFE INSURANCE CO, sizes it at 90.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 90.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IVZ divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 637 tracked filers holding IVZ, 353 increased or opened the position and 310 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in IVZ between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 37
- Sonoma Allocations LLC$38M
- Seal Cove Capital, LLC$37M
- Asset Allocation Strategies LLC$24M
- NFJ INVESTMENT GROUP, LLC$19M
- Swiss Life Asset Management Ltd$15M
- PEAK6 LLC$10M
Full exits 45
- Point72 Asset Management, L.P.$39M
- Alyeska Investment Group, L.P.$28M
- Amundi$25M
- TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$23M
- FWG Holdings, LLC$17M
- Governors Lane LP$10M
Largest adds
- BlackRock, Inc.$248M
- MASSACHUSETTS MUTUAL LIFE INSURANCE CO$171M
- NORGES BANK$88M
- Qube Research & Technologies Ltd$78M
- VANGUARD CAPITAL MANAGEMENT LLC$62M
- DIMENSIONAL FUND ADVISORS LP$54M
Largest trims
- MILLENNIUM MANAGEMENT LLC$112M
- ALLIANCEBERNSTEIN L.P.$42M
- FIRST TRUST ADVISORS LP$31M
- TRIAN FUND MANAGEMENT, L.P.$29M
- CITIGROUP INC$29M
- Bank of New York Mellon Corp$28M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 81,332,319 | $2.1B | 20.9% | 2026-Q2 |
| BlackRock, Inc. added | 38,713,707 | $1.0B | 9.9% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 28,104,027 | $742M | 7.2% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 21,716,982 | $573M | 5.6% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 18,458,992 | $487M | 4.7% | 2026-Q2 |
| STATE STREET CORP added | 16,793,008 | $443M | 4.3% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 15,689,569 | $414M | 4.0% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 12,604,180 | $333M | 3.2% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 12,503,038 | $329M | 3.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 11,149,168 | $294M | 2.9% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 10,616,670 | $280M | 2.7% | 2026-Q2 |
| MORGAN STANLEY added | 8,793,669 | $232M | 2.3% | 2026-Q2 |
| NORTHERN TRUST CORP added | 6,059,777 | $160M | 1.6% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 5,348,752 | $141M | 1.4% | 2026-Q2 |
| NORGES BANK added | 5,210,635 | $138M | 1.3% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 4,400,220 | $116M | 1.1% | 2026-Q2 |
| MACQUARIE GROUP LTD added | 3,725,321 | $98M | 1.0% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 3,705,443 | $98M | 1.0% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 3,687,880 | $97M | 0.9% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 3,463,700 | $84M | 0.8% | 2026-Q2 |
| UBS Group AG trimmed | 2,848,991 | $75M | 0.7% | 2026-Q2 |
| BARCLAYS PLC added | 2,816,366 | $74M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 2,461,728 | $65M | 0.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 2,245,546 | $59M | 0.6% | 2026-Q2 |
| Allianz Asset Management GmbH added | 2,141,912 | $57M | 0.6% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 2,109,979 | $56M | 0.5% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 1,969,959 | $56M | 0.5% | 2026-Q2 |
| Nuveen, LLC trimmed | 1,910,544 | $50M | 0.5% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 1,862,292 | $49M | 0.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,812,379 | $48M | 0.5% | 2026-Q2 |
| Quantinno Capital Management LP added | 1,809,782 | $48M | 0.5% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC trimmed | 1,650,885 | $44M | 0.4% | 2026-Q2 |
| TRIAN FUND MANAGEMENT, L.P. trimmed | 1,625,472 | $43M | 0.4% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 1,609,215 | $42M | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 1,590,043 | $42M | 0.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 1,511,613 | $40M | 0.4% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 1,502,247 | $40M | 0.4% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 1,480,030 | $39M | 0.4% | 2026-Q2 |
| Fisher Asset Management, LLC trimmed | 1,447,838 | $38M | 0.4% | 2026-Q2 |
| Squarepoint Ops LLC added | 1,406,787 | $37M | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,402,186 | $37M | 0.4% | 2026-Q2 |
| Engineers Gate Manager LP added | 1,354,613 | $36M | 0.3% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 1,330,992 | $35M | 0.3% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 1,304,988 | $34M | 0.3% | 2026-Q2 |
| WEDGE CAPITAL MANAGEMENT L L P/NC trimmed | 1,208,058 | $32M | 0.3% | 2026-Q2 |
| LETKO, BROSSEAU & ASSOCIATES INC trimmed | 1,180,538 | $31M | 0.3% | 2026-Q2 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. trimmed | 1,167,259 | $31M | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 1,065,061 | $28M | 0.3% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 953,445 | $25M | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 940,108 | $25M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 914,734 | $24M | 0.2% | 2026-Q2 |
| TODD ASSET MANAGEMENT LLC trimmed | 899,988 | $24M | 0.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 889,615 | $23M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 878,328 | $23M | 0.2% | 2026-Q2 |
| IEQ CAPITAL, LLC trimmed | 847,307 | $22M | 0.2% | 2026-Q2 |
| Trexquant Investment LP added | 778,963 | $21M | 0.2% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 720,753 | $19M | 0.2% | 2026-Q2 |
| NFJ INVESTMENT GROUP, LLC new | 717,486 | $19M | 0.2% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. added | 716,388 | $19M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 713,200 | $19M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System added | 706,675 | $19M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 698,049 | $18M | 0.2% | 2026-Q2 |
| Legal & General Group Plc added | 692,931 | $18M | 0.2% | 2026-Q2 |
| Jump Financial, LLC added | 688,140 | $18M | 0.2% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 581,395 | $15M | 0.1% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 574,267 | $15M | 0.1% | 2026-Q2 |
| STRS OHIO added | 566,988 | $15M | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 565,704 | $15M | 0.1% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 565,637 | $15M | 0.1% | 2026-Q2 |
| Swiss Life Asset Management Ltd trimmed | 562,440 | $15M | 0.1% | 2026-Q2 |
| Susquehanna Portfolio Strategies, LLC trimmed | 562,086 | $15M | 0.1% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 507,912 | $13M | 0.1% | 2026-Q2 |
| CREDIT AGRICOLE S A trimmed | 496,528 | $13M | 0.1% | 2026-Q2 |
| CITIGROUP INC trimmed | 482,776 | $13M | 0.1% | 2026-Q2 |
| Endure Capital Management, LLC | 461,606 | $12M | 0.1% | 2026-Q2 |
| Cerity Partners LLC trimmed | 453,937 | $12M | 0.1% | 2026-Q2 |
| Sonoma Allocations LLC new | 447,018 | $38M | 0.4% | 2026-Q2 |
| WEALTHCARE CAPITAL MANAGEMENT LLC trimmed | 432,545 | $11M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 410,656 | $11M | 0.1% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 394,969 | $10M | 0.1% | 2026-Q2 |
| FMR LLC added | 386,607 | $10M | 0.1% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 380,400 | $10M | 0.1% | 2026-Q2 |
| Mariner, LLC added | 372,650 | $10M | 0.1% | 2026-Q2 |
| PEAK6 LLC added | 370,123 | $10M | 0.1% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 358,025 | $9M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 343,832 | $9M | 0.1% | 2026-Q2 |
| Delta Global Management LP trimmed | 340,928 | $9M | 0.1% | 2026-Q2 |
| Cambridge Financial Group, Inc. added | 333,010 | $9M | 0.1% | 2026-Q2 |
| Live Oak Private Wealth LLC trimmed | 321,030 | $8M | 0.1% | 2026-Q2 |
| Walleye Trading LLC added | 296,475 | $8M | 0.1% | 2026-Q2 |
| Erste Asset Management GmbH added | 289,059 | $8M | 0.1% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 286,979 | $8M | 0.1% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 282,955 | $7M | 0.1% | 2026-Q2 |
| IBEX WEALTH ADVISORS added | 279,655 | $7M | 0.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 277,133 | $7M | 0.1% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 271,942 | $7M | 0.1% | 2026-Q2 |
| ExodusPoint Capital Management, LP trimmed | 269,662 | $7M | 0.1% | 2026-Q2 |
| Seal Cove Capital, LLC new | 50,695 | $37M | 0.4% | 2026-Q2 |
| Asset Allocation Strategies LLC new | 32,393 | $24M | 0.2% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.