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Invesco Ltd. IVZ

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29.25 USD +0.99 (+3.51%)

Nov 4, 2026, 1:39 PM EST

28.47 Day range 29.28

22.44 52-week range 33.31

YTD: +11.35%
1 year: +25.86%

Funds holding IVZ, by value held
Fund	Value held	Weight in fund
VTI	$422.29M	0.02%
VOO	$349.67M	0.02%
VB	$299.77M	0.17%
DVY	$263.65M	1.12%
VBR	$195.06M	0.30%
DFSV	$187.74M	0.67%
RSP	$174.79M	0.17%
IVV	$166.90M	0.02%
DFAT	$156.17M	0.49%
SPY	$155.37M	0.02%
XLF	$83.03M	0.15%
DFAS	$74.27M	0.21%
VINIX	$70.56M	0.02%
VYM	$44.12M	0.05%
IWR	$43.19M	0.07%
DFAC	$39.57M	0.05%
SCHM	$37.76M	0.25%
SPYM	$35.00M	0.02%
DGRO	$22.59M	0.05%
IWD	$22.27M	0.03%

Held by insiders 0.60%

Held by institutions 98.93%

Float held by institutions 99.53%

Institutions 959

Top institutional holders
Holder	% held	Shares	Value	Reported
Massachusetts Mutual Life Insurance Co.	18.35%	81,332,319	2.30B	Jun 29, 2026
Blackrock Inc.	8.73%	38,713,707	1.09B	Jun 29, 2026
Vanguard Capital Management LLC	6.34%	28,104,027	794.22M	Jun 29, 2026
Dimensional Fund Advisors LP	4.90%	21,716,982	613.72M	Jun 29, 2026
Vanguard Portfolio Management LLC	4.16%	18,458,992	521.65M	Jun 29, 2026
State Street Corporation	3.79%	16,793,008	474.57M	Jun 29, 2026

Top mutual fund holders
Holder	% held	Shares	Value	Reported
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund	3.02%	13,372,609	377.91M	Jun 29, 2026
VANGUARD INDEX FUNDS-Vanguard 500 Index Fund	2.59%	11,488,622	324.67M	Jun 29, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund	2.18%	9,652,150	272.77M	Jun 29, 2026
iShares Trust-iShares Select Dividend ETF	2.08%	9,212,621	260.35M	Sep 29, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund	1.38%	6,118,099	172.90M	Jun 29, 2026
Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF	1.38%	6,095,751	172.27M	Sep 29, 2026

IVZ insiders
Insider	Relation	Latest transaction	Date	Shares held
BESHAR SARAH E	Director	Stock Award(Grant)	May 14, 2026	115,166
DUKES LAURA ALLISON	Chief Financial Officer	Sale	Sep 3, 2026	251,583
KUPOR JEFFREY HOWARD	Officer	Conversion of Exercise of derivative security	Feb 26, 2026	151,820
LO ANDREW TAK SHING	Officer	Sale	Sep 8, 2026	812,477
SCHLOSSBERG ANDREW R	Chief Executive Officer	Conversion of Exercise of derivative security	Feb 26, 2026	898,715
SHARP DOUGLAS J	Officer	Conversion of Exercise of derivative security	Aug 30, 2026	88,387