13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded

INVESCO LTD

650 institutions still hold INVESCO LTD as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP G491BT108·650 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 6.5%
vs prior quarter
13F value held
$7.7B
46.0% inst. owned
of float
Holders
650
+97 QoQ
filers reporting
Activity
+8 / −96
+1,001 added · −800 reduced
this quarter
Concentration
25.60%
MASSACHUSETTS MUTUAL LIFE INSURANCE CO #1
top holder share
AI Holders Summary · Q1 2026

650 institutions reported INVESCO LTD in Q1 2026. MASSACHUSETTS MUTUAL LIFE INSURANCE CO leads at 25.6% of the visible book. +97 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MASSACHUSETTS MUTUAL LIFE INSURANCE CO
CIK 0000225602
$2.0B81.3M91.14%Q1 202602
BlackRock, Inc.
CIK 0002012383
$941M38.7M0.02%Q1 202603
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$679M28.0M0.02%Q1 202604
MILLENNIUM MANAGEMENT LLC
CIK 0001273087
$630M25.9M0.26%Q1 202605
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$519M21.4M0.11%Q1 202606
Vanguard Portfolio Management
CIK 0002100121
$468M19.3M0.02%Q1 202607
STATE STREET CORP
CIK 0000093751
$406M16.7M0.01%Q1 202608
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$311M12.8M0.02%Q1 202609
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$300M12.5M0.14%Q1 202610
GOLDMAN SACHS GROUP INC
CIK 0000886982
$264M10.9M0.03%Q1 202611
Invesco Ltd.
CIK 0000914208
$256M10.6M0.04%Q1 202612
MORGAN STANLEY
CIK 0000895421
$194M8.0M0.01%Q1 202613
NORTHERN TRUST CORP
CIK 0000073124· Index
$146M6.0M0.02%Q1 202614
ALLIANCEBERNSTEIN L.P.
CIK 0001109448
$126M4.8M0.04%Q1 202615
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$108M4.4M0.02%Q1 202616
Delaware Management Holdings, Inc.
CIK 0000921739
$86M3.5M0.15%Q1 202617
Bank of New York Mellon Corp
CIK 0001390777
$83M3.4M0.02%Q1 202618
MACQUARIE GROUP LTD
CIK 0001418333
$81M3.3M0.48%Q1 202619
TRIAN FUND MANAGEMENT, L.P.
CIK 0001345471
$72M3.0M1.87%Q1 202620
UBS Group AG
CIK 0001610520
$70M2.9M0.01%Q1 2026
Page 1 of 33
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