Who owns IVZ
615 institutions reported holding IVZ for 2026Q1, together 92% of the company, more than the 609 a quarter earlier.
615
Institutions reporting a position · as of 2026Q1 · up from 609 the quarter before
- Shares held by institutions
- 418.6M
Shares held by institutions · 92% of the company · long US equity positions only, as reported on Form 13F
- Reported value
- $10.2B
Reported value · at 2026-03-31 prices, not today's
- Top 5 holders
- 47%
Top 5 holders · of the whole company, between five filers
Details›
- Reporting quarter2026-03-31
- 2026Q1
- Quarters on record
- 52
- New positions
- 85
- Positions exited
- 82
- Added to
- 246
- Reduced
- 169
- Top 10 holdersof the company
- 61%
| Quarter | Filers | Shares | Reported value |
|---|---|---|---|
| 2026Q1 | 615 | 418.6M | $10.2B |
| 2025Q4 | 609 | 411.0M | $10.8B |
| 2025Q3 | 553 | 390.7M | $8.97B |
| 2025Q2 | 508 | 411.4M | $6.49B |
| 2025Q1 | 502 | 406.8M | $6.16B |
| 2024Q4 | 511 | 402.2M | $7.03B |
| 2024Q3 | 477 | 388.2M | $6.82B |
| 2024Q2 | 462 | 302.1M | $4.53B |
| 2024Q1 | 483 | 302.3M | $5.01B |
| 2023Q4 | 484 | 298.6M | $5.33B |
| 2023Q3 | 482 | 302.9M | $4.40B |
| 2023Q2 | 467 | 303.1M | $5.10B |
| 2023Q1 | 501 | 312.8M | $5.13B |
| 2022Q4 | 499 | 316.8M | $5.70B |
| 2022Q3 | 496 | 321.8M | $4.41B |
| 2022Q2 | 509 | 299.4M | $4.83B |
| Holder | Shares | % of company | Value |
|---|---|---|---|
| MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 81.3M | 18% | $1.98B |
| VANGUARD GROUP INC | 51.2M | 11% | $1.24B |
| BlackRock Inc. | 38.7M | 8.5% | $941M |
| MILLENNIUM MANAGEMENT LLC | 21.6M | 4.8% | $526M |
| DIMENSIONAL FUND ADVISORS LP | 21.4M | 4.7% | $519M |
| STATE STREET CORP | 16.7M | 3.7% | $406M |
| GEODE CAPITAL MANAGEMENT LLC | 12.8M | 2.8% | $311M |
| AQR CAPITAL MANAGEMENT LLC | 12.5M | 2.8% | $300M |
| PRICE T ROWE ASSOCIATES INC /MD/ | 12.1M | 2.7% | $294M |
| Invesco Ltd. | 10.6M | 2.3% | $256M |
SEC Form 13F data sets (DERA bulk files). 13F is quarterly, filed up to 45 days late, and covers long US equity positions only, no shorts, no derivatives, nothing held below the reporting threshold.
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