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Institutional Holders of IVZ

There is a long list of 487 institutional holders of IVZ within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of IVZ by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-IVZ table below, the initial column indicates the name of each top institutional holder of IVZ, with a link to that fund's top holdings. The next columns indicate the amount of IVZ stock held by each of the institutional holders of IVZ, followed by the IVZ position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Vanguard Group Inc.51,454,867$917,955 12/31/2023
     IVZ51,454,867$917,955 12/31/2023
BlackRock Inc.46,299,714$825,987 12/31/2023
     IVZ46,299,714$825,987 12/31/2023
Trian Fund Management L.P.33,940,096$605,491 12/31/2023
     IVZ33,940,096$605,491 12/31/2023
State Street Corp21,102,803$376,474 12/31/2023
     IVZ21,102,803$376,474 12/31/2023
Dimensional Fund Advisors LP13,798,051$246,163 12/31/2023
     IVZ13,798,051$246,163 12/31/2023
Geode Capital Management LLC9,752,324$173,735 12/31/2023
     IVZ9,752,324$173,735 12/31/2023
Northern Trust Corp5,682,436$101,375 12/31/2023
     IVZ5,682,436$101,375 12/31/2023
Citadel Advisors LLC $98,814 12/31/2023
     IVZ5,356,135$95,553 12/31/2023
     Call427,200$7,621 12/31/2023
     Put244,400$4,360 12/31/2023
Morgan Stanley4,951,933$88,342 12/31/2023
     IVZ4,951,933$88,342 12/31/2023
Charles Schwab Investment Management Inc.4,034,956$71,984 12/31/2023
     IVZ4,034,956$71,984 12/31/2023
Fisher Asset Management LLC3,921,248$69,955 12/31/2023
     IVZ3,921,248$69,955 12/31/2023
Point72 Asset Management L.P.3,756,500$67,016 12/31/2023
     IVZ3,756,500$67,016 12/31/2023
Balyasny Asset Management LLC3,463,819$61,795 12/31/2023
     IVZ3,463,819$61,795 12/31/2023
Norges Bank3,347,124$59,713 12/31/2023
     IVZ3,347,124$59,713 12/31/2023
Goldman Sachs Group Inc.3,320,911$59,245 12/31/2023
     IVZ3,320,911$59,245 12/31/2023
Barclays PLC2,568,016$45,813 12/31/2023
     IVZ2,568,016$45,813 12/31/2023
Massachusetts Financial Services Co. MA2,544,565$45,395 12/31/2023
     IVZ2,544,565$45,395 12/31/2023
Bank of New York Mellon Corp2,459,372$40,801 03/31/2024
     IVZ2,459,372$40,801 03/31/2024
Ameriprise Financial Inc.2,135,025$38,090 12/31/2023
     IVZ2,135,025$38,090 12/31/2023
Squarepoint Ops LLC $34,615 12/31/2023
     IVZ1,918,726$34,230 12/31/2023
     Call21,600$385 12/31/2023
AQR Capital Management LLC1,915,759$34,177 12/31/2023
     IVZ1,915,759$34,177 12/31/2023
Amundi1,687,561$29,971 12/31/2023
     IVZ1,687,561$29,971 12/31/2023
Letko Brosseau & Associates Inc.1,669,663$29,787 12/31/2023
     IVZ1,669,663$29,787 12/31/2023
Millennium Management LLC $29,650 12/31/2023
     IVZ2,677,092$47,759 12/31/2023
     Put1,015,100$18,109 12/31/2023
American Century Companies Inc.1,590,891$28,381 12/31/2023
     IVZ1,590,891$28,381 12/31/2023
Holocene Advisors LP1,579,839$28,184 12/31/2023
     IVZ1,579,839$28,184 12/31/2023
Two Sigma Advisers LP1,499,100$26,744 12/31/2023
     IVZ1,499,100$26,744 12/31/2023
UBS Group AG $26,593 12/31/2023
     IVZ1,690,625$30,161 12/31/2023
     Put200,000$3,568 12/31/2023
Price T Rowe Associates Inc. MD1,439,073$25,674 12/31/2023
     IVZ1,439,073$25,674 12/31/2023
Susquehanna International Group LLP $24,295 12/31/2023
     Call842,000$15,021 12/31/2023
     IVZ666,256$11,886 12/31/2023
     Put146,400$2,612 12/31/2023
Two Sigma Investments LP1,355,011$24,173 12/31/2023
     IVZ1,355,011$24,173 12/31/2023
AXA S.A.1,234,306$22,020 12/31/2023
     IVZ1,234,306$22,020 12/31/2023
Marshall Wace LLP1,213,213$21,644 12/31/2023
     IVZ1,213,213$21,644 12/31/2023
First Trust Advisors LP1,187,658$21,188 12/31/2023
     IVZ1,187,658$21,188 12/31/2023
Pzena Investment Management LLC1,120,370$19,987 12/31/2023
     IVZ1,120,370$19,987 12/31/2023
Deutsche Bank AG1,097,814$19,585 12/31/2023
     IVZ1,097,814$19,585 12/31/2023
Nuveen Asset Management LLC1,090,786$19,460 12/31/2023
     IVZ1,090,786$19,460 12/31/2023
JPMorgan Chase & Co.1,079,472$19,258 12/31/2023
     IVZ1,079,472$19,258 12/31/2023
Connor Clark & Lunn Investment Management Ltd.1,074,828$19,175 12/31/2023
     IVZ1,074,828$19,175 12/31/2023
Royal Bank of Canada1,017,942$18,162 12/31/2023
     IVZ1,017,942$18,162 12/31/2023
Hsbc Holdings PLC929,376$16,640 12/31/2023
     IVZ929,376$16,640 12/31/2023
Arrowstreet Capital Limited Partnership913,510$16,297 12/31/2023
     IVZ913,510$16,297 12/31/2023
KBC Group NV830,231$14,811 12/31/2023
     IVZ830,231$14,811 12/31/2023
Healthcare of Ontario Pension Plan Trust Fund789,088$14,077 12/31/2023
     IVZ789,088$14,077 12/31/2023
AE Wealth Management LLC768,028$13,702 12/31/2023
     IVZ768,028$13,702 12/31/2023
Rhumbline Advisers745,838$13,306 12/31/2023
     IVZ745,838$13,306 12/31/2023
FMR LLC702,369$12,530 12/31/2023
     IVZ702,369$12,530 12/31/2023
Bank of Nova Scotia698,979$12,469 12/31/2023
     IVZ698,979$12,469 12/31/2023
Bank of America Corp DE688,744$12,287 12/31/2023
     IVZ688,744$12,287 12/31/2023
Voloridge Investment Management LLC681,675$12,161 12/31/2023
     IVZ681,675$12,161 12/31/2023

See All: Funds Holding IVZ
See Details: Top 10 Hedge Funds Holding IVZ
Also See: IVZ Insider Buying
Also See: IVZ Holdings Changes
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