Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
611 institutional managers reported holding IVZ for the quarter ended Mar 31, 2026. Together they hold about 92% of shares outstanding; the top 10 hold 62%. 85 opened new positions; 87 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| Massachusetts Mutual Life Insurance CO (focused) | 81.33M | 17.93% | $1.98B | unchanged | 2024 Q3 |
| Vanguard Group | 51.16M | 11.28% | $1.24B | trimmed -3.5% | ≤2013 |
| BlackRock | 38.75M | 8.54% | $941.2M | trimmed -0.5% | ≤2013 |
| Millennium Management | 21.65M | 4.77% | $525.8M | added +55.9% | ≤2013 |
| Dimensional Fund Advisors | 21.36M | 4.71% | $518.9M | added +2.9% | ≤2013 |
| State Street | 16.71M | 3.68% | $405.8M | trimmed -22.5% | ≤2013 |
| Geode Capital | 12.84M | 2.83% | $311.9M | added +17.5% | ≤2013 |
| AQR Capital | 12.52M | 2.76% | $304.2M | added +41% | 2014 Q4 |
| T. Rowe Price | 12.12M | 2.67% | $294.3M | added +80.1% | ≤2013 |
| Invesco | 10.56M | 2.33% | $256.5M | added +20.4% | 2025 Q4 |
| Goldman Sachs | 10.54M | 2.32% | $256.1M | added +64.1% | ≤2013 |
| Morgan Stanley | 7.97M | 1.76% | $193.6M | added +8.6% | ≤2013 |
| Northern Trust | 6.01M | 1.32% | $145.9M | unchanged | ≤2013 |
| AllianceBernstein | 4.82M | 1.06% | $117.0M | unchanged | ≤2013 |
| Charles Schwab Investment Management | 4.45M | 0.98% | $108.0M | added +1.6% | ≤2013 |
| UBS | 3.89M | 0.86% | $94.4M | added +2.6% | ≤2013 |
| Nomura Asset Management International INC. | 3.54M | 0.78% | $86.0M | added +11.9% | 2024 Q2 |
| BNY Mellon | 3.43M | 0.76% | $83.4M | added +5.6% | ≤2013 |
| Macquarie Group LTD | 3.34M | 0.73% | $81.0M | added +12% | ≤2013 |
| Trian Fund Management (focused) | 2.97M | 0.66% | $72.2M | unchanged | 2020 Q3 |
| D. E. Shaw | 2.97M | 0.66% | $72.2M | added +191.7% | ≤2013 |
| Bank OF America CORP /DE/ | 2.65M | 0.58% | $64.5M | added +28.9% | ≤2013 |
| Qube Research & Technologies LTD | 2.59M | 0.57% | $62.8M | added +76.5% | 2024 Q1 |
| Barclays PLC | 2.40M | 0.53% | $58.2M | added +98.5% | ≤2013 |
| LOS Angeles Capital Management LLC | 2.10M | 0.46% | $50.9M | added +111012% | 2024 Q4 |
| Deutsche Bank AG\ | 1.99M | 0.44% | $48.3M | trimmed -24.6% | ≤2013 |
| Nuveen | 1.95M | 0.43% | $47.4M | unchanged | ≤2013 |
| First Trust Advisors LP | 1.82M | 0.40% | $44.3M | trimmed -7.8% | ≤2013 |
| Ameriprise Financial INC | 1.80M | 0.40% | $43.7M | trimmed -11.1% | ≤2013 |
| Citigroup INC | 1.70M | 0.38% | $41.3M | added +24.7% | ≤2013 |
| Point72 | 1.60M | 0.35% | $38.9M | trimmed -14% | 2022 Q3 |
| Quantinno Capital Management LP | 1.57M | 0.35% | $38.3M | added +24.1% | 2020 Q2 |
| Wealth Enhancement Advisory Services, LLC | 1.52M | 0.33% | $36.8M | trimmed -21.1% | 2024 Q2 |
| Fisher Investments | 1.46M | 0.32% | $35.5M | trimmed -73.5% | 2023 Q1 |
| SEI Investments CO | 1.40M | 0.31% | $33.9M | added +19.9% | 2020 Q3 |
| Arrowstreet Capital | 1.29M | 0.28% | $31.3M | trimmed -11% | 2023 Q3 |
| Wedge Capital Management L L P/NC | 1.24M | 0.27% | $30.0M | trimmed -2.4% | 2025 Q4 |
| Raymond James Financial INC | 1.22M | 0.27% | $29.7M | added +20.3% | ≤2013 |
| Basswood Capital Management, L.l.c. | 1.20M | 0.27% | $29.3M | added +7.8% | 2025 Q1 |
| Letko, Brosseau & Associates INC | 1.20M | 0.26% | $29.1M | trimmed -23.9% | 2018 Q2 |
| BNP Paribas Financial Markets | 1.19M | 0.26% | $28.9M | trimmed -38.3% | ≤2013 |
| Allianz Asset Management GmbH | 1.18M | 0.26% | $28.7M | trimmed -14.5% | 2024 Q2 |
| Alyeska Investment Group | 1.17M | 0.26% | $28.4M | opened | 2025 Q3 |
| Delta Global Management LP | 1.12M | 0.25% | $27.3M | opened | 2026 Q1 |
| Amundi | 1.04M | 0.23% | $25.3M | trimmed -48.3% | ≤2013 |
| Teachers Retirement System OF THE State OF Kentucky | 960.4k | 0.21% | $23.3M | added +2633.1% | ≤2013 |
| Todd Asset Management LLC | 926.7k | 0.20% | $22.5M | opened | 2026 Q1 |
| Engineers Gate Manager LP | 921.3k | 0.20% | $22.4M | trimmed -13.2% | 2023 Q4 |
| IEQ Capital, LLC | 914.4k | 0.20% | $22.2M | unchanged | 2021 Q2 |
| Voloridge Investment Management | 906.7k | 0.20% | $22.0M | opened | 2023 Q3 |
Largest 50 of 611 shown; the full ranked, searchable register is at boothcheck.com/holders/IVZ. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.