| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 8.1% | $506,820,469 | 36,357,279 | BlackRock, Inc. | 31 Mar 2025 | |||
| MILLENNIUM MANAGEMENT LLC | 4.9% | -17% | $573,959,727 | -$113,186,055 | 21,848,486 | -16% | Millennium Management LLC | 31 Dec 2025 |
| TRIAN FUND MANAGEMENT, L.P. | 4.6% | $288,209,612 | 20,675,008 | Nelson Peltz | 20 May 2025 |
As of 31 Dec 2025, 610 institutional investors reported holding 410,696,563 shares of Invesco Ltd. - Common Stock, par value $0.20 per share (IVZ). This represents 92% of the company’s total 445,887,469 outstanding shares.
The largest institutional shareholders of Invesco Ltd. - Common Stock, par value $0.20 per share (IVZ) together control 73% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 18% | 81,332,319 | 0% | 88% | $2,136,600,020 |
| VANGUARD GROUP INC | 12% | 52,965,761 | +1.8% | 0.02% | $1,391,410,541 |
| BlackRock, Inc. | 8.7% | 38,956,628 | +3.3% | 0.02% | $1,023,390,626 |
| STATE STREET CORP | 4.8% | 21,541,382 | +0.09% | 0.02% | $565,892,105 |
| DIMENSIONAL FUND ADVISORS LP | 4.7% | 20,764,685 | -2.7% | 0.11% | $545,492,086 |
| MILLENNIUM MANAGEMENT LLC | 3.1% | 13,882,786 | +7.9% | 0.26% | $364,700,788 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.5% | 10,925,140 | -2.5% | 0.02% | $286,470,121 |
| AQR CAPITAL MANAGEMENT LLC | 2% | 8,882,863 | -9.5% | 0.12% | $233,352,811 |
| Invesco Ltd. | 2% | 8,770,121 | 0.04% | $230,391,080 | |
| MORGAN STANLEY | 1.6% | 7,338,776 | -3.8% | 0.01% | $192,789,690 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1.5% | 6,729,393 | +368% | 0.02% | $176,782,000 |
| GOLDMAN SACHS GROUP INC | 1.4% | 6,423,764 | +3.3% | 0.02% | $168,752,275 |
| NORTHERN TRUST CORP | 1.3% | 6,007,833 | -3.8% | 0.02% | $157,825,772 |
| Fisher Asset Management, LLC | 1.2% | 5,508,744 | +6% | 0.05% | $144,714,726 |
| ALLIANCEBERNSTEIN L.P. | 1.1% | 4,808,093 | -3.7% | 0.04% | $126,308,603 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.98% | 4,376,599 | -1.1% | 0.02% | $114,973,256 |
| SAMLYN CAPITAL, LLC | 0.94% | 4,211,041 | +117% | 1.8% | $110,624,046 |
| NORGES BANK | 0.88% | 3,902,656 | 0.01% | $102,522,773 | |
| Bank of New York Mellon Corp | 0.73% | 3,249,634 | +47% | 0.02% | $85,367,870 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 0.71% | 3,150,958 | 0% | 0.12% | $82,776,000 |
| MACQUARIE GROUP LTD | 0.67% | 2,979,258 | +0.92% | 0.34% | $78,265,108 |
| TRIAN FUND MANAGEMENT, L.P. | 0.67% | 2,970,944 | -80% | 2% | $78,046,699 |
| UBS Group AG | 0.64% | 2,841,830 | -17% | 0.01% | $74,654,874 |
| DEUTSCHE BANK AG\ | 0.59% | 2,634,866 | +82% | 0.02% | $69,217,930 |
| Holocene Advisors, LP | 0.55% | 2,467,939 | +1.6% | 0.14% | $64,832,758 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 410,696,563 | $10,792,909,411 | +$457,553,938 | $26.27 | 610 |
| 2025 Q3 | 391,253,052 | $8,977,091,468 | -$414,567,714 | $22.94 | 558 |
| 2025 Q2 | 411,567,624 | $6,491,474,181 | +$132,439,407 | $15.77 | 513 |
| 2025 Q1 | 404,058,705 | $6,118,049,706 | -$7,755,578 | $15.17 | 511 |
| 2024 Q4 | 402,598,928 | $7,035,801,089 | +$218,710,150 | $17.48 | 518 |
| 2024 Q3 | 388,653,886 | $6,823,243,770 | +$80,618,217 | $17.56 | 483 |
| 2024 Q2 | 302,631,858 | $4,527,841,421 | -$6,997,210 | $14.96 | 470 |
| 2024 Q1 | 302,525,768 | $5,014,776,322 | +$27,539,863 | $16.59 | 487 |
| 2023 Q4 | 298,908,873 | $5,330,882,059 | -$80,104,294 | $17.84 | 489 |
| 2023 Q3 | 303,551,133 | $4,405,687,821 | -$7,970,879 | $14.52 | 481 |
| 2023 Q2 | 303,517,436 | $5,102,176,063 | -$169,807,317 | $16.81 | 468 |
| 2023 Q1 | 313,068,024 | $5,131,210,664 | -$55,026,308 | $16.40 | 504 |
| 2022 Q4 | 316,882,106 | $5,703,989,568 | -$85,591,156 | $17.99 | 500 |
| 2022 Q3 | 322,045,700 | $4,413,465,675 | +$267,658,937 | $13.70 | 477 |
| 2022 Q2 | 300,006,954 | $4,837,598,363 | -$32,735,271 | $16.13 | 487 |
| 2022 Q1 | 303,400,516 | $7,149,685,689 | +$58,486,696 | $23.06 | 503 |
| 2021 Q4 | 303,293,076 | $7,121,939,642 | +$164,194,613 | $23.02 | 545 |
| 2021 Q3 | 296,057,921 | $7,210,902,734 | +$106,194,336 | $24.11 | 540 |
| 2021 Q2 | 291,208,822 | $7,754,109,118 | -$15,422,968 | $26.73 | 549 |
| 2021 Q1 | 290,977,379 | $7,366,291,910 | -$507,002,859 | $25.22 | 517 |
| 2020 Q4 | 311,046,614 | $5,421,291,254 | -$283,821,261 | $17.43 | 484 |
| 2020 Q3 | 328,177,385 | $3,744,701,361 | +$143,494,999 | $11.41 | 438 |
| 2020 Q2 | 315,173,655 | $3,390,285,301 | +$158,839,530 | $10.76 | 426 |
| 2020 Q1 | 302,722,315 | $2,748,523,037 | -$66,221,893 | $9.08 | 472 |
| 2019 Q4 | 302,344,679 | $5,436,290,978 | -$13,200,230 | $17.98 | 498 |
| 2019 Q3 | 303,771,758 | $5,148,037,369 | -$274,477,232 | $16.94 | 491 |
| 2019 Q2 | 318,457,439 | $6,513,533,033 | +$264,645,056 | $20.46 | 505 |
| 2019 Q1 | 307,361,663 | $5,936,517,720 | -$271,063,393 | $19.31 | 494 |
| 2018 Q4 | 323,526,450 | $5,414,227,364 | -$198,814,086 | $16.74 | 504 |
| 2018 Q3 | 330,603,817 | $7,561,350,010 | +$65,916,806 | $22.88 | 548 |
| 2018 Q2 | 327,179,002 | $8,687,451,908 | -$111,778,554 | $26.56 | 550 |
| 2018 Q1 | 329,892,967 | $10,562,013,522 | -$211,758,958 | $32.01 | 582 |
| 2017 Q4 | 335,357,084 | $12,252,226,833 | +$82,126,018 | $36.54 | 609 |
| 2017 Q3 | 333,304,010 | $11,669,723,572 | +$194,144,228 | $35.04 | 539 |
| 2017 Q2 | 327,716,063 | $11,526,289,419 | +$132,432,974 | $35.19 | 558 |
| 2017 Q1 | 326,813,231 | $10,009,877,521 | +$874,567,428 | $30.63 | 536 |
| 2016 Q4 | 329,284,211 | $9,991,483,140 | +$326,178,794 | $30.34 | 546 |
| 2016 Q3 | 319,571,841 | $9,988,186,159 | -$190,193,257 | $31.27 | 498 |
| 2016 Q2 | 327,111,402 | $8,354,396,436 | -$241,622,629 | $25.54 | 515 |
| 2016 Q1 | 335,544,093 | $10,324,753,045 | -$355,237,050 | $30.77 | 500 |
| 2015 Q4 | 346,897,875 | $11,612,858,069 | -$46,036,944 | $33.48 | 523 |
| 2015 Q3 | 347,885,075 | $10,863,794,477 | -$317,817,890 | $31.23 | 527 |
| 2015 Q2 | 358,500,293 | $13,440,299,390 | -$124,447,334 | $37.49 | 550 |
| 2015 Q1 | 361,985,223 | $14,362,346,170 | -$34,931,325 | $39.69 | 534 |
| 2014 Q4 | 363,139,066 | $14,347,163,359 | +$71,604,108 | $39.52 | 552 |
| 2014 Q3 | 363,744,480 | $14,360,518,697 | -$58,618,827 | $39.48 | 502 |
| 2014 Q2 | 365,215,586 | $13,786,696,298 | -$377,432,045 | $37.75 | 476 |
| 2014 Q1 | 373,314,611 | $13,801,456,559 | +$445,314,171 | $37.00 | 460 |