IVZInvesco
$27.07+18% 1Y
$27.07
$22.0952 weeks$33.08
Who owns it
Who owns IVZ
652 institutions reported holding IVZ for Q2 2026, together 93% of the company, more than the 625 a quarter earlier.
652
Institutions reporting a position · as of Q2 2026 · up from 625 the quarter before
- Shares held by institutions
- 424.0M
Shares held by institutions · 93% of the company · long US equity positions only, as reported on Form 13F
- Held by the 300 largest ETFs
- 19.7%
Held by the 300 largest ETFs · in 44 funds · from the funds' own N-PORT filings
- Top 5 holders
- 46%
Top 5 holders · of the whole company, between five filers
Details›
- Reporting quarter2026-06-30
- Q2 2026
- Quarters on record
- 53
- New positions
- 100
- Positions exited
- 74
- Added to
- 236
- Reduced
- 204
- Top 10 holdersof the company
- 60%
- Reported valueat Jun 30, 2026 prices, not today's
- $11.2B
| Quarter | Filers | Shares | Reported value |
|---|---|---|---|
| Q2 2026 | 652 | 424.0M | $11.2B |
| Q1 2026 | 625 | 418.7M | $10.2B |
| Q4 2025 | 613 | 411.0M | $10.8B |
| Q3 2025 | 554 | 390.9M | $8.97B |
| Q2 2025 | 510 | 411.5M | $6.49B |
| Q1 2025 | 504 | 407.0M | $6.16B |
| Q4 2024 | 512 | 402.4M | $7.04B |
| Q3 2024 | 480 | 388.5M | $6.82B |
| Q2 2024 | 464 | 302.4M | $4.54B |
| Q1 2024 | 485 | 302.7M | $5.02B |
| Q4 2023 | 486 | 299.0M | $5.33B |
| Q3 2023 | 484 | 303.3M | $4.41B |
| Q2 2023 | 469 | 303.5M | $5.10B |
| Q1 2023 | 503 | 313.2M | $5.14B |
| Q4 2022 | 501 | 317.2M | $5.71B |
| Q3 2022 | 498 | 322.2M | $4.42B |
| Holder | Shares | % of company | Value |
|---|---|---|---|
| Massachusetts Mutual Life Insurance | 81.3M | 18% | $2.15B |
| Vanguard Group | 50.5M | 11% | $1.33B |
| BlackRock Inc. | 38.7M | 8.5% | $1.02B |
| Dimensional Fund Advisors | 21.7M | 4.8% | $573M |
| State Street | 16.8M | 3.7% | $443M |
| Millennium Management | 15.7M | 3.5% | $414M |
| Aqr Capital Management | 12.6M | 2.8% | $333M |
| Geode Capital Management | 12.5M | 2.8% | $329M |
| Goldman Sachs Group | 11.1M | 2.5% | $294M |
| Price T Rowe Associates | 10.6M | 2.3% | $280M |
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.
opening the register…
Which ETFs hold it
N-PORT, Jun 30, 2026
Held by these ETFs19.7%of the shares
- VTIabout 2.9%
- VOOabout 2.5%
- DVYabout 2.3%
- 41 other fundsabout 12%
- everyone else80%
The biggest stakes
Where it weighs most
- DVYiShares Select Dividend ETF1.2% of the fund
- DFSVDimensional US Small Cap Value ETF0.76% of the fund
- DFATDimensional U.S. Targeted Value ETF0.52% of the fund
- VBRVanguard Small-Cap Value ETF0.24% of the fund
- DFASDimensional U.S. Small Cap ETF0.24% of the fund
- SCHMSchwab U.S. Mid-Cap ETF0.23% of the fund
80%
lower2,842 companieshigher
Asset Management
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