Invesco Ltd. - Common Stock, par value $0.20 per share (IVZ)

Historical Holders from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock, par value $0.20 per share
Symbol
IVZ on NYSE
Shares outstanding
443,339,881
Price per share
$26.27
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares as of 30 Sep 2025
391,191,584
Holdings value
$8,975,681,047
% of all portfolios
0%
Share change
-20,628,294
Value change
-$414,517,035
Average buys %
+0%
Average sells %
-0%
Number of holders
550
Price from insider filings
$23.56
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Invesco Ltd. - Common Stock, par value $0.20 per share (IVZ) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 8.1% $441,377,367 36,357,279 BlackRock, Inc. 31 Mar 2025
MILLENNIUM MANAGEMENT LLC 5.9% +14% $600,042,796 +$68,879,002 26,157,053 +13% Millennium Management LLC 24 Oct 2025
TRIAN FUND MANAGEMENT, L.P. 4.6% $288,209,612 20,675,008 Nelson Peltz 20 May 2025
As of 30 Sep 2025, Invesco Ltd. - Common Stock, par value $0.20 per share (IVZ) has 550 institutional shareholders filing 13F forms. They hold 391,191,584 shares of 443,339,881 outstanding shares (88%) .

Top 25 institutional shareholders own 73% of the company.

Filer Ownership Nb Shares Share Change % Portfolio % Holdings Value
MASSACHUSETTS MUTUAL LIFE INSURANCE CO 18% 81,332,319 0% 86% $1,865,763,398
VANGUARD GROUP INC 12% 52,018,068 +1.2% 0.02% $1,193,294,479
BlackRock, Inc. 8.5% 37,705,292 -17% 0.02% $864,959,391
STATE STREET CORP 4.9% 21,522,492 -3.3% 0.02% $493,725,966
DIMENSIONAL FUND ADVISORS LP 4.8% 21,330,647 +1.5% 0.11% $489,324,889
TRIAN FUND MANAGEMENT, L.P. 3.3% 14,628,455 0% 8.2% $335,576,758
MILLENNIUM MANAGEMENT LLC 2.9% 12,867,923 +781% 0.23% $295,190,154
GEODE CAPITAL MANAGEMENT, LLC 2.5% 11,203,054 +0.86% 0.02% $256,505,203
AQR CAPITAL MANAGEMENT LLC 2.2% 9,818,999 -15% 0.14% $225,247,844
MORGAN STANLEY 1.7% 7,631,910 +15% 0.01% $175,076,050
NORTHERN TRUST CORP 1.4% 6,245,156 -5% 0.02% $143,263,879
GOLDMAN SACHS GROUP INC 1.4% 6,219,448 -43% 0.02% $142,674,145
Fisher Asset Management, LLC 1.2% 5,197,841 +5.2% 0.04% $119,238,487
ALLIANCEBERNSTEIN L.P. 1.1% 4,992,076 -37% 0.04% $114,518,223
CITADEL ADVISORS LLC 1.1% 4,981,313 +23% 0.09% $114,271,320
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1% 4,425,097 -1.2% 0.02% $101,511,725
UBS Group AG 0.77% 3,407,607 -41% 0.02% $78,170,504
Balyasny Asset Management L.P. 0.75% 3,326,031 -35% 0.15% $76,299,151
FIRST TRUST ADVISORS LP 0.7% 3,109,235 -8% 0.05% $71,325,850
MACQUARIE GROUP LTD 0.67% 2,952,193 +61% 0.08% $67,723,344
Holocene Advisors, LP 0.55% 2,428,894 0.13% $55,718,828
Bank of New York Mellon Corp 0.5% 2,209,538 +0.56% 0.01% $50,686,813
SAMLYN CAPITAL, LLC 0.44% 1,942,781 0.63% $44,567,396
Amundi 0.4% 1,775,738 -25% 0.01% $42,848,557
BARCLAYS PLC 0.4% 1,767,826 -34% 0.02% $40,553,928

Institutional Holders of Invesco Ltd. - Common Stock, par value $0.20 per share (IVZ) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q4 2,536,823 $70,654,512 +$56,258,856 $26.27 16
2025 Q3 391,191,584 $8,975,681,047 -$414,517,035 $22.94 550
2025 Q2 411,567,624 $6,491,474,181 +$132,439,383 $15.77 513
2025 Q1 402,873,630 $6,100,088,277 -$7,714,689 $15.17 509
2024 Q4 401,597,740 $7,018,309,344 +$247,210,918 $17.48 514
2024 Q3 386,041,453 $6,777,369,319 +$43,812,856 $17.56 482
2024 Q2 302,427,398 $4,524,783,351 +$32,178,342 $14.96 467
2024 Q1 299,703,918 $4,967,961,545 -$40,758,374 $16.59 485
2023 Q4 2,815,942 $50,254,623 -$4,958,367 $17.84 5
2023 Q3 291,750,033 $4,234,339,378 -$9,196,267 $14.52 472
2023 Q2 291,821,377 $4,905,569,333 -$228,086,674 $16.81 460
2023 Q1 309,933,217 $5,079,816,531 -$56,501,762 $16.40 496
2022 Q4 311,821,846 $5,612,928,351 -$53,618,300 $17.99 491
2022 Q3 315,234,658 $4,320,133,824 +$285,820,094 $13.70 465
2022 Q2 296,505,893 $4,776,695,383 -$38,566,988 $16.13 473
2022 Q1 300,496,116 $7,082,705,559 +$56,797,547 $23.06 495
2021 Q4 295,087,550 $6,932,605,875 +$146,555,510 $23.02 534
2021 Q3 291,828,815 $7,108,417,135 +$117,358,080 $24.11 533
2021 Q2 247,855,932 $6,595,522,465 -$8,740,061 $26.73 540
2021 Q1 286,517,108 $7,253,793,869 -$501,695,044 $25.22 507
2020 Q4 310,115,381 $5,405,087,823 -$288,842,912 $17.43 474
2020 Q3 327,442,717 $3,736,320,464 +$144,231,457 $11.41 430
2020 Q2 315,079,390 $3,389,270,162 +$214,788,464 $10.76 420
2020 Q1 291,115,850 $2,643,297,565 -$63,354,960 $9.08 458
2019 Q4 302,221,277 $5,434,072,900 -$13,410,575 $17.98 493
2019 Q3 303,634,544 $5,145,714,751 -$295,565,161 $16.94 484
2019 Q2 310,286,700 $6,346,362,010 +$401,634,865 $20.46 495
2019 Q1 296,011,970 $5,717,356,404 -$283,060,839 $19.31 488
2018 Q4 323,296,702 $5,410,385,924 -$196,840,476 $16.74 496
2018 Q3 326,488,121 $7,467,179,591 +$48,510,273 $22.88 541
2018 Q2 323,666,794 $8,593,998,664 -$13,636,666 $26.56 540
2018 Q1 316,845,435 $10,144,106,124 -$208,950,310 $32.01 571
2017 Q4 323,516,260 $11,819,570,620 +$85,341,459 $36.54 596
2017 Q3 331,656,858 $11,611,987,097 +$186,142,606 $35.04 531
2017 Q2 326,158,897 $11,471,491,084 +$120,215,267 $35.19 550
2017 Q1 325,263,992 $9,962,398,463 +$893,154,337 $30.63 528
2016 Q4 326,533,484 $9,901,150,024 +$368,574,143 $30.34 540
2016 Q3 316,151,016 $9,881,221,159 -$180,820,185 $31.27 495
2016 Q2 315,342,439 $8,053,820,436 -$127,622,502 $25.54 510
2016 Q1 316,949,454 $9,752,601,045 -$217,442,064 $30.77 502
2015 Q4 342,176,283 $11,454,716,069 -$79,549,843 $33.48 521
2015 Q3 332,741,858 $10,390,873,477 -$399,895,191 $31.23 524
2015 Q2 348,461,411 $13,063,942,390 -$74,368,107 $37.49 546
2015 Q1 360,356,679 $14,297,709,813 +$13,084,033 $39.69 531
2014 Q4 360,280,648 $14,234,198,359 +$85,249,661 $39.52 549
2014 Q3 360,313,432 $14,225,062,237 -$117,276,259 $39.48 502
2014 Q2 363,330,470 $13,715,533,888 -$409,317,574 $37.75 473
2014 Q1 371,234,794 $13,730,615,559 +$428,134,236 $37.00 457