Invesco Ltd. (IVZ) Institutional Ownership & Insider Trading
666 institutions reported holding Invesco Ltd. shares in 13F filings for the quarter ended 2026-06-30, according to EquiReason's reading of their SEC filings. 7 insider trades on Form 4 since 2025-10-01.
Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason
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- Market cap
- 12.4B
- P/E TTM
- —
- Dividend yield
- 3.0%
- 52-week
- —
- Next earnings
- 27 Oct, in 3 days
Institutions · all 13F filers
quarter to 30 Jun 2026 · filers in both quarters666 institutions held 96.2% of the shares. Across filers that reported both quarters, shares held changed +0.2%.
Largest moves, shares (millions)
Institutional flow by quarter
net shares added or trimmed, millions · filers in both quarters| Quarter | Holders | Shares held, M | Change | Increased | New | Decreased | Closed |
|---|---|---|---|---|---|---|---|
| Jun 26 | 666 | 425 | +0.2% | 236 | 76 | 199 | 47 |
| Mar 26 | 626 | 419 | +3.5% | 246 | 64 | 169 | 60 |
| Dec 25 | 614 | 411 | +3.1% | 227 | 77 | 157 | 28 |
| Sep 25 | 547 | 391 | -5.8% | 176 | 71 | 157 | 36 |
| Jun 25 | 506 | 410 | +1.1% | 176 | 57 | 173 | 55 |
| Mar 25 | 506 | 403 | +0.8% | 192 | 49 | 151 | 57 |
| Dec 24 | 511 | 402 | +2.9% | 171 | 49 | 145 | 33 |
| Sep 24 | 477 | 386 | -0.6% | 164 | 43 | 132 | 36 |
Invesco Ltd. — questions
- Who owns Invesco Ltd. stock?
- 666 institutions reported Invesco Ltd. shares in 13F filings for the quarter ended 2026-06-30. The largest: MASSACHUSETTS MUTUAL LIFE INSURANCE CO (18.4%), BlackRock, Inc. (8.8%), VANGUARD CAPITAL MANAGEMENT LLC (6.4%).
- Are Invesco Ltd. insiders buying or selling?
- 7 insider trades on Form 4 since 2025-10-01; the full list, with dates, people and plan status, is on this page.
Every figure on this page comes from Invesco Ltd.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.
How these figures are read: methodology · EquiReason.