Invesco Ltd.
Invesco Ltd. (IVZ) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · IVZ · as of Sep 30, 2025
Ownership Breakdown
596
Institutional Holders
▲ 50 vs Q2
$8.98B
Total Inst. Value
▲ $2.49B vs Q2
443.30M
Shares Outstanding
freeFloat 99.21%
391.42M
13F Shares Held
▼ 20.24M vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
IVZ largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
MASSACHUSETTS MUTUAL LIFE INSURANCE CO investment advice | 81.33M | 17.92% | 17.92% | $1.87T | Nov 4, 2025 | — held |
VANGUARD GROUP INC investment advice | 52.02M | 11.46% | 11.46% | $1.19T | Nov 7, 2025 | ▲ 593.1K |
BLACKROCK, INC. investment advice | 37.71M | 8.31% | 8.31% | $864.96B | Nov 12, 2025 | ▼ 7.53M |
STATE STREET CORP investment advice | 21.52M | 4.74% | 4.74% | $493.73B | Nov 14, 2025 | ▼ 738.2K |
DIMENSIONAL FUND ADVISORS LP investment advice | 21.33M | 4.70% | 4.70% | $489.32B | Nov 12, 2025 | ▲ 319.1K |
TRIAN FUND MANAGEMENT, L.P. investment advice | 14.63M | 3.22% | 3.22% | $335.58B | Nov 14, 2025 | — held |
MILLENNIUM MANAGEMENT LLC investment advice | 12.87M | 2.84% | 2.84% | $295.19B | Nov 14, 2025 | ▲ 11.41M |
GEODE CAPITAL MANAGEMENT, LLC investment advice | 11.20M | 2.47% | 2.47% | $256.51B | Nov 12, 2025 | ▲ 95.6K |
AQR CAPITAL MANAGEMENT LLC investment advice | 9.82M | 2.16% | 2.16% | $225.25B | Nov 14, 2025 | ▼ 1.79M |
MORGAN STANLEY investment advice | 7.63M | 1.68% | 1.68% | $175.08B | May 27, 2026 | ▲ 969.5K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
22
Increased
+24.28M shares4
New Positions
first time holders22
Decreased
−28.42M shares0
Sold Out
fully exitedNet shares change (top 50)
4.15M
+24.28M / −28.42M
Net new holders
+4
4 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
IVZ insider trading · insider activity
Source: SEC Form 4
1
Buy transactions
4
Sell transactions
0.25
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
WOOD PHOEBE A director | May 15, 2026 | Award | 8,112 | — | — | 110.1K | Form 4 ↗ |
WOMACK CHRISTOPHER C director | May 15, 2026 | Award | 8,112 | — | — | 59.9K | Form 4 ↗ |
WAGONER G RICHARD JR director | May 15, 2026 | Award | 8,112 | — | — | 107.9K | Form 4 ↗ |
Tolliver Paula director | May 15, 2026 | Award | 8,112 | — | — | 66.3K | Form 4 ↗ |
Sheinwald Nigel director | May 15, 2026 | Award | 8,112 | — | — | 102.0K | Form 4 ↗ |
Johnson Elizabeth S. director | May 15, 2026 | Award | 8,112 | — | — | 48.8K | Form 4 ↗ |
Glavin William Francis Jr director | May 15, 2026 | Award | 8,112 | — | — | 81.1K | Form 4 ↗ |
GIBBONS THOMAS P director | May 15, 2026 | Award | 8,112 | — | — | 47.2K | Form 4 ↗ |
Finke Thomas M director | May 15, 2026 | Award | 8,112 | — | — | 64.2K | Form 4 ↗ |
Beshar Sarah director | May 15, 2026 | Award | 8,112 | — | — | 115.2K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Invesco Ltd. (IVZ) is primarily owned by institutional investors, who hold approximately 88.3% of total shares outstanding. Company insiders own approximately 0.79%, while retail and public investors account for the remaining 10.91%.
The largest institutional shareholder of Invesco Ltd. is MASSACHUSETTS MUTUAL LIFE INSURANCE CO, holding approximately 81.33 million shares — equal to 17.92% of outstanding shares — as of September 30, 2025.
A total of 596 institutional investors currently hold IVZ stock, with a combined institutional value of approximately $8.98 billion as of the most recent 13F filing period.
Frequently asked questions
IVZ ownershipInvesco Ltd. (IVZ) is primarily owned by institutional investors, who hold approximately 88.3% of shares. The largest shareholder is MASSACHUSETTS MUTUAL LIFE INSURANCE CO with a 17.92% stake. Company insiders hold 0.79%. Data sourced from SEC Form 13F as of September 30, 2025.