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 Mar 31, 2025
Ownership Breakdown
545
Institutional Holders
▼ 9 vs Q4
$6.17B
Total Inst. Value
▼ $878.45M vs Q4
443.30M
Shares Outstanding
freeFloat 99.21%
407.37M
13F Shares Held
▲ 4.60M vs Q4
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
Q1 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
MASSACHUSETTS MUTUAL LIFE INSURANCE CO investment advice | 81.33M | 17.96% | 17.96% | $1.23T | May 14, 2025 | — held |
VANGUARD GROUP INC investment advice | 49.26M | 10.88% | 10.88% | $747.31B | May 9, 2025 | ▼ 2.23M |
BLACKROCK, INC. investment advice | 47.90M | 10.58% | 10.58% | $726.63B | May 2, 2025 | ▼ 7.06M |
TRIAN FUND MANAGEMENT, L.P. investment advice | 23.17M | 5.12% | 5.12% | $351.54B | May 15, 2025 | — held |
STATE STREET CORP investment advice | 21.93M | 4.84% | 4.84% | $332.65B | May 15, 2025 | ▲ 284.8K |
DIMENSIONAL FUND ADVISORS LP investment advice | 19.75M | 4.36% | 4.36% | $299.55B | May 13, 2025 | ▼ 357.7K |
AQR CAPITAL MANAGEMENT LLC investment advice | 11.03M | 2.44% | 2.44% | $165.26B | May 15, 2025 | ▲ 2.88M |
GEODE CAPITAL MANAGEMENT, LLC investment advice | 11.02M | 2.43% | 2.43% | $166.93B | May 13, 2025 | ▲ 636.1K |
NORTHERN TRUST CORP investment advice | 7.08M | 1.56% | 1.56% | $107.46B | May 13, 2025 | ▲ 721.9K |
GOLDMAN SACHS GROUP INC investment advice | 7.03M | 1.55% | 1.55% | $106.60B | Jun 27, 2025 | ▲ 3.51M |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q1 2025 vs prior quarter
Q1 2025
28
Increased
+22.10M shares4
New Positions
first time holders15
Decreased
−18.20M shares0
Sold Out
fully exitedNet shares change (top 50)
+3.90M
+22.10M / −18.20M
Net new holders
+17
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 91.9% of total shares outstanding. Company insiders own approximately 0.79%, while retail and public investors account for the remaining 7.31%.
The largest institutional shareholder of Invesco Ltd. is MASSACHUSETTS MUTUAL LIFE INSURANCE CO, holding approximately 81.33 million shares — equal to 17.96% of outstanding shares — as of March 31, 2025.
A total of 545 institutional investors currently hold IVZ stock, with a combined institutional value of approximately $6.17 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 91.9% of shares. The largest shareholder is MASSACHUSETTS MUTUAL LIFE INSURANCE CO with a 17.96% stake. Company insiders hold 0.79%. Data sourced from SEC Form 13F as of March 31, 2025.