IVZ Institutional Ownership
Top institutional (13F) holders of IVZ and activist (13D/G) positions, sourced from SEC EDGAR.
Institutional owners
41
Institutional value
$6.71B
Top holder
BlackRock, Inc.
Activist holders
5
Top holders
| Holder | Stake | Filed | Value |
|---|---|---|---|
| BlackRock, Inc.holding company | 8.8% | Aug 7, 2026 | $1.02B |
| Vanguard Capital Managementinvestment advisor | 6.4% | Aug 13, 2026 | $741.67M |
| Dimensional Fund Advisors LPinvestment advisor | 4.9% | Aug 11, 2026 | $573.11M |
| Vanguard Portfolio Managementinvestment advisor | 4.2% | Aug 13, 2026 | $487.13M |
| MILLENNIUM MANAGEMENT LLCinvestment advisor | 3.9% | Aug 14, 2026 | $452.07M |
| STATE STREET CORPORATIONinvestment advisor | 3.8% | Sep 22, 2026 | $443.17M |
| AQR CAPITAL MANAGEMENT LLCinvestment advisor | 2.9% | Aug 14, 2026 | $332.62M |
| GEODE CAPITAL MANAGEMENT, LLCinvestment advisor | 2.8% | Aug 12, 2026 | $329.39M |
| GOLDMAN SACHS GROUP INCinvestment advisor | 2.5% | Aug 14, 2026 | $294.23M |
| T. Rowe Price Associates, Inc.investment advisor | 2.4% | Aug 14, 2026 | $280.18M |
| Invesco Ltd.investment advisor | 2.1% | Aug 14, 2026 | $245.67M |
| MORGAN STANLEYinvestment advisor | 2.0% | Aug 13, 2026 | $232.06M |
| NORTHERN TRUST CORPinvestment advisor | 1.4% | Aug 13, 2026 | $159.92M |
| Norges Bankother | 1.2% | Aug 12, 2026 | $137.51M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INCinvestment advisor | 1.0% | Aug 14, 2026 | $116.12M |
| D. E. Shaw & Co., Inc.investment advisor | 0.8% | Aug 14, 2026 | $97.32M |
| AllianceBernstein L.P.investment advisor | 0.8% | Aug 14, 2026 | $84.13M |
| UBS Group AGinvestment advisor | 0.6% | Aug 13, 2026 | $75.18M |
| BANK OF AMERICA CORP /DE/investment advisor | 0.5% | Aug 14, 2026 | $59.26M |
| CITADEL ADVISORS LLCinvestment advisor | 0.5% | Sep 1, 2026 | $57.49M |
| Bank of New York Mellon Corpholding company | 0.5% | Aug 6, 2026 | $55.68M |
| TRIAN FUND MANAGEMENT, L.P.ACTIVISTinvestment advisor | 0.4% | Aug 12, 2026 | $42.9M |
| JPMORGAN CHASE & COinvestment advisor | 0.4% | Aug 12, 2026 | $42.2M |
| Ameriprise Financial, Inc.holding company | 0.3% | Aug 14, 2026 | $39.89M |
| Fisher Asset Management, LLCinvestment advisor | 0.3% | Aug 4, 2026 | $38.21M |
Institutional ownership for companies related to IVZ
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Source: SEC EDGAR Schedule 13D / 13G and 13F filings.