Among active 13F managers last quarter, 2 opened and 28 added, while 15 reduced; the largest holder to move was Millennium Management LLC (+56%). Over the last 180 days, 4 insiders sold and none bought, a net -$7.2M in open-market trades.
The legs disagree, or only one of them leans.
598 tracked 13F filers disclose a position in IVZ as of the latest SEC 13F filings, a combined $10.3B 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Massachusetts Mutual Life Insurance Co | 81.3M | $2.1B | —Held | Q2 2026 | |
| 2 | BlackRock, Inc. | 38.7M | $1.0B | ▼−0.1% Reduced · −34K sh | Q2 2026 | |
| 3 | Vanguard Capital Management LLC | 28.1M | $741.7M | ▲+0.5% Added · +139K sh | Q2 2026 | |
| 4 | Millennium Management LLC | 21.6M | $525.8M | ▲+56% Added · +7.8M sh | Q1 2026 | |
| 5 | Dimensional Fund Advisors LP | 21.4M | $518.8M | ▲+2.9% Added · +596K sh | Q1 2026 | |
| 6 | Vanguard Portfolio Management LLC | 18.5M | $487.1M | ▼−4.2% Reduced · −804K sh | Q2 2026 | |
| 7 | State Street Corp | 16.8M | $443.2M | ▲+0.5% Added · +88K sh | Q2 2026 | |
| 8 | AQR Capital Management LLC | 12.5M | $299.6M | ▲+41% Added · +3.6M sh | Q1 2026 | |
| 9 | Geode Capital Management, LLC | 12.5M | $329.4M | ▼−2.6% Reduced · −338K sh | Q2 2026 | |
| 10 | Price T Rowe Associates Inc | 10.6M | $280.2M | ▼−12% Reduced · −1.5M sh | Q2 2026 | |
| 11 | Goldman Sachs Group Inc | 10.5M | $256.1M | ▲+64% Added · +4.1M sh | Q1 2026 | |
| 12 | Morgan Stanley | 8.0M | $193.6M | ▲+8.6% Added · +631K sh | Q1 2026 | |
| 13 | Northern Trust Corp | 6.0M | $145.9M | ▼~0% Reduced · −1K sh | Q1 2026 | |
| 14 | AllianceBernstein L.P. | 4.8M | $126.5M | ▲+0.1% Added · +7K sh | Q1 2026 | |
| 15 | Charles Schwab Investment Management Inc | 4.4M | $108.0M | ▲+1.6% Added · +70K sh | Q1 2026 | |
| 16 | Norges Bank | 3.9M | $102.5M | ▲+19% Added · +616K sh | Q4 2025 | |
| 17 | Bank of New York Mellon Corp | 3.4M | $83.4M | ▲+5.6% Added · +182K sh | Q1 2026 | |
| 18 | Macquarie Group Ltd | 3.3M | $81.0M | ▲+12% Added · +356K sh | Q1 2026 | |
| 19 | D. E. Shaw & Co., Inc. | 3.0M | $72.2M | ▲+192% Added · +2.0M sh | Q1 2026 | |
| 20 | UBS Group AG | 2.9M | $70.0M | ▲+1.4% Added · +38K sh | Q1 2026 | |
| 21 | Bank Of America Corp | 2.7M | $64.5M | ▲+29% Added · +596K sh | Q1 2026 | |
| 22 | Qube Research & Technologies Ltd | 2.6M | $62.8M | ▲+76% Added · +1.1M sh | Q1 2026 | |
| 23 | Vanguard Fiduciary Trust Co | 2.5M | $65.0M | ▼−0.3% Reduced · −6K sh | Q2 2026 | |
| 24 | Barclays PLC | 2.4M | $58.2M | ▲+99% Added · +1.2M sh | Q1 2026 | |
| 25 | Deutsche Bank AG | 2.0M | $48.3M | ▼−25% Reduced · −647K 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. 2 value rows are withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 2 funds opened a new position in IVZ and 28 added to an existing one, while 15 reduced. 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 | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 348 funds | $265.0B |
| Amazon.com IncAMZN | 347 funds | $203.9B |
| Nvidia CorpNVDA | 345 funds | $409.3B |
| Meta Platforms Inc-Class AMETA | 340 funds | $110.3B |
| Eli Lilly & CoLLY | 339 funds | $87.2B |
| JPMorgan Chase & CoJPM | 339 funds | $68.7B |
| Apple IncAAPL | 337 funds | $310.2B |
| Chevron CorpCVX | 332 funds | $32.4B |
| Broadcom IncAVGO | 331 funds | $165.6B |
| Micron Technology IncMU | 330 funds | $59.0B |
| Alphabet Inc-CL AGOOGL | 329 funds | $188.2B |
| Walmart IncWMT | 324 funds | $38.7B |
Ranked by how many of IVZ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in IVZ.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 11, 2026 | Wood Phoebe A | Director | Sell (S) | 3K | $97K |
| Sep 9, 2026 | Butcher Stephanie | Senior Managing Director | Sell (S) | 45K | $1.5M |
| Sep 9, 2026 | Lo Andrew Tak Shing | Senior Managing Director | Sell (S) | 101K | $3.2M |
| Sep 8, 2026 | Lo Andrew Tak Shing | Senior Managing Director | Sell (S) | 43K | $1.4M |
| Sep 4, 2026 | Dukes Laura Allison | Chief Financial Officer | Sell (S) | 31K | $1.0M |
| 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 |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 54 | 39 | – |
Insiders Form 4 open-market | 0 | 4 | -$7.2M |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
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.