AI summary pending
View Full Filing (SEC EDGAR)Invesco Ltd.
$32.98+0.8%
+$575.3M
Net Activity
+4.09% total shares
Institutions Holding
671
Popularity Rank
#821
Avg Weight
0.23%
Total Value
$11.9B
671 institutions currently hold IVZ, with 373 net buyers and 289 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
289
Net Buying Institutions
373
Top 5 by Value
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Across its top 20 institutional holders, IVZ's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 9/100, avg. turnover score 43/100).
IVZ ranks #821 out of 37503 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
IVZ is a top-conviction position for Massachusetts Mutual Life Insurance Co — at 90.2% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
California State Teachers Retirement System has added to its IVZ position for two straight quarters, increasing it by $401.8M to reach $410.7M today.
Steve Cohen has trimmed its IVZ position for two straight quarters, cutting it by $52.1M while still holding $1.2M.
IVZ is up 0.8% today, and institutions have been net buyers of $575.3M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
IVZ reported a net loss of $81.5M over the trailing twelve months.
+$1.8B
Total Buy Value
$833.2M
Total Sell Value
373
Net Buyers
289
Net Sellers
IVZ
Q2 2026
Top 5 Institutional Movers
-$178.2M
+$137.5M
IVZ does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
12-Month Buy/Sell Activity
| Action | Insider | Date | Value |
|---|---|---|---|
| Sell | Douglas J Sharp | 2025-10-31 | $3.77M |
| Sell | Stephanie Butcher | 2025-09-10 | $2.28M |
| Action | Member | Trade Date | Amount |
|---|---|---|---|
| Sell (Full) | Gary C Peters Senate | 2024-10-17 | $1K–$15K |
No Form 144 planned sale filings in the last 90 days
0
Active 5%+ Holders
| Reporting Person | Type | Filing Date | % of Class |
|---|---|---|---|
| Integrated Core Strategies (US) LLC | 13G/A | 2026-08-10 | 3.9% |
4
Filings (14d)
AI summary pending
View Full Filing (SEC EDGAR)On Aug. 11, 2026, Invesco Ltd. issued a press release with its preliminary assets under management (AUM) as of July 31, 2026. This 8-K was filed under Regulation FD, and the release is attached as Exhibit 99.1. Note that the excerpt only says the press release was issued — it does not include the actual AUM figure.
View Full Filing (SEC EDGAR)Invesco Ltd. (ticker: IVZ) issued a press release on July 28, 2026, announcing its financial results for the quarter ending June 30, 2026. The 8-K filing simply notifies the market that the earnings release has been published, with the full details attached as an exhibit.
View Full Filing (SEC EDGAR)No AI summary for this filing type
View Full Filing (SEC EDGAR)G491BT108, B28XP76 , g491bt108
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Access IVZ's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/IVZCLI
npx alphasmo stocks get IVZFull API & MCP documentation →