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IVZ
Invesco Ltd.
$23.00
+0.10 (+0.44%)
Summary
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Holders
Full institutional holders data is a Pro feature
UpgradeInstitutional Holders
552
tracked filers
Total Institutional Value
$5.4B
552 holders tracked
Report Date
Q4 2025
SEC 13F-HR filing
| Holder | Category | Shares | Value | Weight | Change |
|---|---|---|---|---|---|
MASSACHUSETTS MUTUAL LIFE INSURANCE CO | Insurance | 81.3M | $1.9B | -- | -- |
STATE STREET CORP | Index Fund | 21.5M | $493.7M | -- | -3.3% |
DIMENSIONAL FUND ADVISORS LP | Index Fund | 20.2M | $464.1M | -- | +1.6% |
TRIAN FUND MANAGEMENT, L.P. | Activist | 14.6M | $335.6M | -- | -- |
GEODE CAPITAL MANAGEMENT, LLC | Index Fund | 10.0M | $227.9M | -- | +0.6% |
Data source: SEC EDGAR 13F-HR filings
Company Profile
Symbol
IVZ
Market Cap
$10.16B
IPO Date
Mar 1, 1994
CEO
--
Employees
7,500
Sector
--
Industry
INVESTMENT ADVICE
Country
United States
Exchange
--
Invesco provides investment-management services to retail (70% of managed assets) and institutional (30%) clients. At the end of November 2025, the firm had $2.154 trillion in assets under management spread among its equity (62% of AUM), balanced (3%), fixed-income (20%), alternative investment (6%), and money market (9%) operations. Passive products account for close to half of Invesco's total AUM. Invesco's US retail business is one of the 10 largest nonproprietary fund complexes in the country. The firm also has a meaningful presence outside of North America, with 31% of its AUM sourced from Europe, Africa, and the Middle East (16%) and Asia (15%).
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