Loading...
Loading...
Of the 16 tracked institutions holding IVZ, 8 have a 3-year clone track record — 6 of them beat the S&P. Average holder's clone alpha: +2.5pt. It's a gauge of who owns the name, not just how many.
Among the 16 tracked institutional investors we monitor, IVZ (INVESCO LTD) is held with a combined value of $4.05B across 153,816,176 shares. The largest holder is VANGUARD GROUP INC with a position worth $1.39B (0.02% of their portfolio). 6 funds increased their holdings. 10 funds reduced their position.
Total Institutional Value
$4.05B
Total Shares Held
153,816,176
Institutional Holders
16
% of Shares Outstanding
34.8%
of 441.50M shares · SEC 2026-06-30
Days to Cover
2.2-32.1%
11.09M shares short · FINRA 2026-08-14
Tracked 13F institutions hold 34.8% of IVZ's shares outstanding. This is a floor: 13F filings arrive on a ~45-day lag and we track only a subset of institutional filers, so true institutional ownership is higher. Shares-outstanding is the latest SEC cover-page figure (as of 2026-06-30), not a live float.
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
0
$0
4
$7.13M
Total Transactions
4
Last 12 months
| Date | Insider | Code | Type | Shares | Value |
|---|---|---|---|---|---|
| Sep 9, 2026 | Andrew Tak Shing Lo | S | Sale | 100,840 | $3.25M |
| Sep 9, 2026 | Stephanie Butcher | S | Sale | 45,095 | $1.46M |
| Sep 8, 2026 | Andrew Tak Shing Lo | S | Sale | 42,530 | $1.40M |
| Sep 4, 2026 | LAURA ALLISON DUKES | S | Sale | 31,075 | $1.03M |
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | $1.39B | 0.02% | +1.8% |
| 2 | BlackRock, Inc. | $1.02B | 0.02% | -0.1% |
| 3 | STATE STREET CORP | $443.17M | 0.01% | +0.5% |
| 4 | MILLENNIUM MANAGEMENT LLC | $414.05M | 0.28% | -39.5% |
| 5 | AQR CAPITAL MANAGEMENT LLC | $332.62M | 0.12% | +0.6% |
| 6 | PRICE T ROWE ASSOCIATES INC /MD/ | $280.18M | 0.03% | -12.4% |
| 7 | CITADEL ADVISORS LLC | $49.15M | 0.03% | +503.6% |
| 8 | TRIAN FUND MANAGEMENT, L.P. | $42.90M | 1.01% | -45.3% |
| 9 | Fisher Asset Management, LLC | $38.21M | 0.01% | -0.9% |
| 10 | WELLINGTON MANAGEMENT GROUP LLP | $15.15M | 0.00% | +127.7% |
SEC Schedule 13D (activist) and 13G (passive) filings for IVZ. Filed when an investor acquires 5%+ ownership.
| Member | Type | Date |
|---|---|---|
| Kevin Hern | Sell | Mar 17, 2026 |
| Gilbert Cisneros | Sell | Feb 10, 2026 |
| Gilbert Cisneros | Buy | Jan 9, 2026 |
| Rob Bresnahan | Sell |
As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of IVZ with a position worth $1.39B, representing 0.02% of their portfolio. In total, 16 institutional investors hold IVZ with a combined value of $4.05B.
Institutional investors hold $4.05B worth of IVZ stock across 16 positions. The largest institutional holder is VANGUARD GROUP INC with $1.39B in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For IVZ, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their IVZ positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
| Apr 8, 2025 |
| Gary C Peters | Sell | Oct 17, 2024 |
| John Hoeven | Buy | Nov 5, 2019 |
| John Hoeven | Buy | Mar 22, 2019 |
| John Hoeven | Sell | Dec 27, 2018 |
Showing 8 of 12. STOCK Act disclosures lag up to 45 days.
Last Close
$32.28
2026-09-11
YTD
+19.8%
91% of 52-week range
