515 tracked 13F filers disclose a position in IVZ as of the latest SEC 13F filings, a combined $9.8B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MASSACHUSETTS MUTUAL LIFE INSURANCE CO | $2.0B | 81.3M | —Held | Q1 2026 | |
| 2 | BlackRock, Inc. | $941.2M | 38.7M | ▼−0.5% Reduced · −209K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $679.3M | 28.0M | →First observed position No prior filed position | Q1 2026 | |
| 4 | MILLENNIUM MANAGEMENT LLC | $525.8M | 21.6M | ▲+56% Added · +7.8M sh | Q1 2026 | |
| 5 | DIMENSIONAL FUND ADVISORS LP | $518.8M | 21.4M | ▲+2.9% Added · +596K sh | Q1 2026 | |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | $467.9M | 19.3M | →First observed position No prior filed position | Q1 2026 | |
| 7 | STATE STREET CORP | $405.8M | 16.7M | ▼−22% Reduced · −4.8M sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $311.4M | 12.8M | ▲+18% Added · +1.9M sh | Q1 2026 | |
| 9 | AQR CAPITAL MANAGEMENT LLC | $299.6M | 12.5M | ▲+41% Added · +3.6M sh | Q1 2026 | |
| 10 | PRICE T ROWE ASSOCIATES INC /MD/ | $294.3M | 12.1M | ▲+80% Added · +5.4M sh | Q1 2026 | |
| 11 | GOLDMAN SACHS GROUP INC | $256.1M | 10.5M | ▲+64% Added · +4.1M sh | Q1 2026 | |
| 12 | MORGAN STANLEY | $193.6M | 8.0M | ▲+8.6% Added · +631K sh | Q1 2026 | |
| 13 | NORTHERN TRUST CORP | $145.9M | 6.0M | ▼~0% Reduced · −1K sh | Q1 2026 | |
| 14 | ALLIANCEBERNSTEIN L.P. | $126.5M | 4.8M | ▲+0.1% Added · +7K sh | Q1 2026 | |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $108.0M | 4.4M | ▲+1.6% Added · +70K sh | Q1 2026 | |
| 16 | NORGES BANK | $102.5M | 3.9M | ▲+19% Added · +616K sh | Q4 2025 | |
| 17 | Bank of New York Mellon Corp | $83.4M | 3.4M | ▲+5.6% Added · +182K sh | Q1 2026 | |
| 18 | MACQUARIE GROUP LTD | $81.0M | 3.3M | ▲+12% Added · +356K sh | Q1 2026 | |
| 19 | TRIAN FUND MANAGEMENT, L.P. | $72.2M | 3.0M | —Held | Q1 2026 | |
| 20 | D. E. Shaw & Co., Inc. | $72.2M | 3.0M | ▲+192% Added · +2.0M sh | Q1 2026 | |
| 21 | UBS Group AG | $70.0M | 2.9M | ▲+1.4% Added · +38K sh | Q1 2026 | |
| 22 | BANK OF AMERICA CORP /DE/ | $64.5M | 2.7M | ▲+29% Added · +596K sh | Q1 2026 | |
| 23 | Qube Research & Technologies Ltd | $62.8M | 2.6M | ▲+76% Added · +1.1M sh | Q1 2026 | |
| 24 | VANGUARD FIDUCIARY TRUST CO | $60.0M | 2.5M | →First observed position No prior filed position | Q1 2026 | |
| 25 | BARCLAYS PLC | $58.2M | 2.4M | ▲+99% Added · +1.2M sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 6 funds opened a new position in IVZ and 26 added to an existing one, while 15 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 280 funds | $274.0B |
| AMAZON.COM INCAMZN | 277 funds | $201.0B |
| NVIDIA CORPNVDA | 274 funds | $395.0B |
| APPLE INCAAPL | 274 funds | $306.8B |
| META PLATFORMS INC-CLASS AMETA | 274 funds | $112.5B |
| JPMORGAN CHASE & COJPM | 273 funds | $66.4B |
| ALPHABET INC-CL AGOOGL | 272 funds | $169.9B |
| BROADCOM INCAVGO | 270 funds | $157.1B |
| ELI LILLY & COLLY | 266 funds | $79.9B |
| BANK OF AMERICA CORPBAC | 265 funds | $34.6B |
| ALPHABET INC-CL CGOOG | 262 funds | $124.6B |
| MICRON TECHNOLOGY INCMU | 262 funds | $38.7B |
Ranked by how many of IVZ's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Oct 31, 2025 | Sharp Douglas J | Senior Managing Director | Sell (S) | 160K | $3.8M |
| Sep 10, 2025 | Butcher Stephanie | Senior Managing Director | Sell (S) | 103K | $2.3M |
| Mar 1, 2023 | FLANAGAN MARTIN L | President & CEO, Director | Sell (S) | 232K | $4.1M |
| Jan 30, 2023 | TRIAN FUND MANAGEMENT, L.P. | 10% Owner | Sell (S) | 786K | $14.2M |
| Jan 27, 2023 | TRIAN FUND MANAGEMENT, L.P. | 10% Owner | Sell (S) | 2.4M | $43.6M |
| Jan 25, 2023 | TRIAN FUND MANAGEMENT, L.P. | 10% Owner | Sell (S) | 2.4M | $43.0M |
| Jan 24, 2023 | TRIAN FUND MANAGEMENT, L.P. | 10% Owner | Sell (S) | 1.0M | $18.8M |
| Jan 23, 2023 | TRIAN FUND MANAGEMENT, L.P. | 10% Owner | Sell (S) | 3.8M | $72.0M |
| Jun 14, 2022 | MassMutual Holding LLC | 10% Owner | Buy (P) | 828K | $13.4M |
| Jun 13, 2022 | MassMutual Holding LLC | 10% Owner | Buy (P) | 828K | $13.3M |
| May 10, 2022 | Vacheron Terry | Chief Accounting Officer | Buy (P) | 4K | $70K |
| Apr 4, 2022 | TRIAN FUND MANAGEMENT, L.P. | 10% Owner | Buy (P) | 250K | $5.9M |
Connected entities for IVZ
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/IVZ/capital-change-brief"
Use Arkolith's capital_change_brief for IVZ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for IVZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.