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Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.
About 94.82% of IVZ shares are held by financial institutions. NUVEEN, LLC is the top corporate investor, holding 1.96M shares valued at $51.48M. A 0.43% stake in Invesco Ltd. is owned by the company. JANE STREET GROUP, LLC owns 2.31M shares valued at $60.80M, which translates its holding of 0.51% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Dec 31, 2025 | NUVEEN, LLC | 0.43% | 1.96M | 51.48M | 228.93K | +13.23% |
| Dec 31, 2025 | JANE STREET GROUP, LLC | 0.51% | 2.31M | 60.8M | 1.75M | +310.24% |
| Dec 31, 2025 | HOLOCENE ADVISORS, LP | 0.55% | 2.47M | 64.83M | 39.05K | +1.61% |
| Dec 31, 2025 | DEUTSCHE BANK AG\ | 0.58% | 2.63M | 69.22M | 1.18M | +81.70% |
| Dec 31, 2025 | UBS GROUP AG | 0.63% | 2.84M | 74.65M | -565.78K | -16.60% |
| Dec 31, 2025 | TRIAN FUND MANAGEMENT, L.P. | 0.66% | 2.97M | 78.05M | -11.66M | -79.69% |
| Dec 31, 2025 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.97% | 4.38M | 114.97M | -48.5K | -1.10% |
| Dec 31, 2025 | FISHER ASSET MANAGEMENT, LLC | 1.22% | 5.51M | 144.71M | 310.9K | +5.98% |
| Dec 31, 2025 | GOLDMAN SACHS GROUP INC | 1.42% | 6.42M | 168.75M | 204.32K | +3.29% |
| Dec 31, 2025 | MORGAN STANLEY | 1.63% | 7.34M | 192.79M | -293.14K | -3.84% |
| Dec 31, 2025 | MACQUARIE GROUP LTD | 0.66% | 2.98M | 78.27M | 27.07K | +0.92% |
| Dec 31, 2025 | MACQUARIE MANAGEMENT HOLDINGS, INC. | 0.7% | 3.15M | 82.78B | 3.15M | +100.00% |
| Dec 31, 2025 | BANK OF NEW YORK MELLON CORP | 0.72% | 3.25M | 85.37M | 1.04M | +47.07% |
| Dec 31, 2025 | ALLIANCEBERNSTEIN L.P. | 1.07% | 4.81M | 126.31M | -183.98K | -3.69% |
| Dec 31, 2025 | NORTHERN TRUST CORP | 1.33% | 6.01M | 157.83M | -237.32K | -3.80% |
| Dec 31, 2025 | PRICE T ROWE ASSOCIATES INC /MD/ | 1.49% | 6.73M | 176.78M | 5.29M | +368.45% |
| Dec 31, 2025 | INVESCO LTD. | 1.94% | 8.77M | 230.39M | 8.77M | +100.00% |
| Dec 31, 2025 | SQUAREPOINT OPS LLC | 0.12% | 525.55K | 13.81M | 20.27K | +4.01% |
| Dec 31, 2025 | 0.13% | 584.62K | 15.36M | -583.76K | -49.96% | |
| Dec 31, 2025 | CITADEL ADVISORS LLC | 0.19% | 862.31K | 22.65B | -4.12M | -82.69% |
| Dec 31, 2025 | RAYMOND JAMES FINANCIAL INC | 0.23% | 1.02M | 26.73M | 855.67K | +529.25% |
| Dec 31, 2025 | NORGES BANK | 0.87% | 3.9M | 102.52M | 3.9M | +100.00% |
| Dec 31, 2025 | AQR CAPITAL MANAGEMENT LLC | 1.97% | 8.88M | 233.35M | -936.14K | -9.53% |
| Dec 31, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 2.42% | 10.93M | 286.47M | -277.91K | -2.48% |
| Dec 31, 2025 | MILLENNIUM MANAGEMENT LLC | 1.77% | 7.97M | 209.26M | 3.38M | +73.73% |
| Dec 31, 2025 | DIMENSIONAL FUND ADVISORS LP | 4.6% | 20.76M | 545.49M | -565.96K | -2.65% |
| Dec 31, 2025 | STATE STREET CORP | 4.77% | 21.54M | 565.89M | 18.89K | +0.09% |
| Dec 31, 2025 | BLACKROCK, INC. | 8.63% | 38.96M | 1.02B | 1.25M | +3.32% |
| Dec 31, 2025 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 0.07% | 300.57K | 7.9M | -2.46K | -0.81% |
| Dec 31, 2025 | MARINER, LLC | 0.07% | 300.69K | 7.91M | 96.39K | +47.18% |
| Dec 31, 2025 | LPL FINANCIAL LLC | 0.07% | 304.23K | 7.99M | 62.58K | +25.89% |
| Dec 31, 2025 | BANK OF MONTREAL /CAN/ | 0.07% | 307.32K | 8.07M | -8.39K | -2.66% |
| Dec 31, 2025 | VANGUARD GROUP INC | 11.74% | 52.97M | 1.39B | 947.69K | +1.82% |
| Dec 31, 2025 | MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 18.03% | 81.33M | 2.14B | 0 | 0 |
| Dec 31, 2025 | PRINCIPAL FINANCIAL GROUP INC | 0.17% | 781.23K | 20.52M | -140.08K | -15.20% |
| Dec 31, 2025 | RHUMBLINE ADVISERS | 0.17% | 772.26K | 20.29B | -61.04K | -7.32% |
| Dec 31, 2025 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 0.08% | 369.69K | 9.71M | -45.63K | -10.99% |
| Dec 31, 2025 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 0.09% | 399.17K | 10.49M | 38.68K | +10.73% |
| Dec 31, 2025 | ENGINEERS GATE MANAGER LP | 0.24% | 1.06M | 27.89M | 1M | +1,686.97% |
| Dec 31, 2025 | WALLEYE TRADING LLC | 0.24% | 1.07M | 28.15M | 442.62K | +70.35% |
| Dec 31, 2025 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 0.25% | 1.12M | 29.35M | 190.7K | +20.58% |
| Dec 31, 2025 | ALLIANZ ASSET MANAGEMENT GMBH | 0.31% | 1.38M | 36.31M | -103.32K | -6.96% |
| Dec 31, 2025 | BNP PARIBAS ARBITRAGE, SNC | 0.32% | 1.43M | 37.45M | 506.44K | +55.10% |
| Dec 31, 2025 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.32% | 1.45M | 38M | 19.29K | +1.35% |
| Dec 31, 2025 | QUBE RESEARCH & TECHNOLOGIES LTD | 0.32% | 1.46M | 38.48M | 1.46M | +100.00% |
| Dec 31, 2025 | LETKO, BROSSEAU & ASSOCIATES INC | 0.35% | 1.58M | 41.39M | -25.68K | -1.60% |
| Dec 31, 2025 | FIRST TRUST ADVISORS LP | 0.44% | 1.98M | 51.98M | -1.13M | -36.36% |
| Dec 31, 2025 | AMERIPRISE FINANCIAL INC | 0.45% | 2.02M | 53.09M | 477.54K | +30.94% |
| Dec 31, 2025 | AMUNDI | 0.45% | 2.01M | 52.93M | 239.06K | +13.46% |
| Dec 31, 2025 | BANK OF AMERICA CORP /DE/ | 0.46% | 2.06M | 54.08M | 592.64K | +40.43% |
| Dec 31, 2025 | LIVE OAK PRIVATE WEALTH LLC | 0.08% | 346.78K | 9.11M | -10.51K | -2.94% |
| Dec 31, 2025 | TUDOR INVESTMENT CORP ET AL | 0.09% | 412.69K | 10.84M | 176.62K | +74.81% |
| Dec 31, 2025 | THRIVENT FINANCIAL FOR LUTHERANS | 0.1% | 448.17K | 11.77M | -182.88K | -28.98% |
| Dec 31, 2025 | MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 0.11% | 498.27K | 13.42M | -35 | -0.01% |
| Dec 31, 2025 | WEALTHCARE CAPITAL MANAGEMENT LLC | 0.11% | 498.55K | 13.1M | -33K | -6.21% |
| Dec 31, 2025 | IEQ CAPITAL, LLC | 0.2% | 915.84K | 24.06M | 89.48K | +10.83% |
| Dec 31, 2025 | UBS ASSET MANAGEMENT AMERICAS INC | 0.21% | 946.43K | 24.86M | -32.86K | -3.35% |
| Dec 31, 2025 | JPMORGAN CHASE & CO | 0.25% | 1.12M | 29.52M | -247.85K | -18.07% |
| Dec 31, 2025 | SEI INVESTMENTS CO | 0.26% | 1.16M | 30.79M | 1.02M | +691.16% |
| Dec 31, 2025 | WEDGE CAPITAL MANAGEMENT L L P/NC | 0.28% | 1.27M | 33.25M | 1.27M | +100.00% |
| Dec 31, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.41% | 1.84M | 48.34M | 1M | +119.61% |
| Dec 31, 2025 | SAMLYN CAPITAL, LLC | 0.93% | 4.21M | 110.62M | 2.27M | +116.75% |
| Dec 31, 2025 | BARCLAYS PLC | 0.27% | 1.21M | 31.7M | -561.02K | -31.74% |
| Dec 31, 2025 | QUANTINNO CAPITAL MANAGEMENT LP | 0.28% | 1.27M | 33.32M | 134.28K | +11.84% |
| Dec 31, 2025 | DELTA GLOBAL MANAGEMENT LP | 0.3% | 1.34M | 35.11M | 1.34M | +100.00% |
| Dec 31, 2025 | FRANKLIN RESOURCES INC | 0.15% | 673.03K | 17.68M | 317.41K | +89.26% |
| Dec 31, 2025 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 0.15% | 685.68K | 18.01M | 37.77K | +5.83% |
| Dec 31, 2025 | SWISS NATIONAL BANK | 0.16% | 703.5K | 18.48M | 9.2K | +1.33% |
| Dec 31, 2025 | CERITY PARTNERS LLC | 0.16% | 705.25K | 18.53M | -112.9K | -13.80% |
| Dec 31, 2025 | PRUDENTIAL FINANCIAL INC | 0.16% | 709.42K | 18.64M | -60.48K | -7.86% |
| Dec 31, 2025 | LEGAL & GENERAL GROUP PLC | 0.16% | 728.9K | 19.15M | -56.25K | -7.16% |
| Dec 31, 2025 | CITIGROUP INC | 0.3% | 1.36M | 35.81M | 630.54K | +86.09% |
| Dec 31, 2025 | POINT72 ASSET MANAGEMENT, L.P. | 0.41% | 1.86M | 48.96M | 677.45K | +57.12% |
| Dec 31, 2025 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.43% | 1.92M | 54.28M | 1.74M | +989.73% |
| Dec 31, 2025 | ROYAL BANK OF CANADA | 0.16% | 730.6K | 19.19M | 257.14K | +54.31% |
| Sep 30, 2025 | DIMENSIONAL FUND ADVISORS LP | 4.7% | 21.33M | 489.32M | 319.1K | +1.52% |
| Sep 30, 2025 | TRIAN FUND MANAGEMENT, L.P. | 3.22% | 14.63M | 335.58M | 0 | 0 |
| Sep 30, 2025 | AQR CAPITAL MANAGEMENT LLC | 2.16% | 9.82M | 225.25M | -1.79M | -15.45% |
| Sep 30, 2025 | MILLENNIUM MANAGEMENT LLC | 1.01% | 4.59M | 105.18M | 3.49M | +316.83% |
| Sep 30, 2025 | NORTHERN TRUST CORP | 1.38% | 6.25M | 143.26M | -325.36K | -4.95% |
| Sep 30, 2025 | MORGAN STANLEY | 1.68% | 7.63M | 175.08M | 969.51K | +14.55% |
| Sep 30, 2025 | RHUMBLINE ADVISERS | 0.18% | 833.3K | 19.12M | -38.81K | -4.45% |
| Sep 30, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.18% | 838K | 19.22M | 310.3K | +58.80% |
| Sep 30, 2025 | AMERIPRISE FINANCIAL INC | 0.34% | 1.54M | 35.4M | 885.61K | +134.66% |
| Sep 30, 2025 | BANK OF NEW YORK MELLON CORP | 0.49% | 2.21M | 50.69M | 12.29K | +0.56% |
| Sep 30, 2025 | HOLOCENE ADVISORS, LP | 0.54% | 2.43M | 55.72M | 2.43M | +100.00% |
| Sep 30, 2025 | MACQUARIE GROUP LTD | 0.65% | 2.95M | 67.72M | 1.12M | +61.10% |
| Sep 30, 2025 | FIRST TRUST ADVISORS LP | 0.69% | 3.11M | 71.33M | -271.7K | -8.04% |
| Sep 30, 2025 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.98% | 4.43M | 101.51M | -52.99K | -1.18% |
| Sep 30, 2025 | CITADEL ADVISORS LLC | 1.1% | 4.98M | 114.27M | 921.87K | +22.71% |
| Sep 30, 2025 | ALLIANCEBERNSTEIN L.P. | 1.1% | 4.99M | 114.52M | -2.93M | -37.01% |
| Sep 30, 2025 | FISHER ASSET MANAGEMENT, LLC | 1.15% | 5.2M | 119.24M | 259K | +5.24% |
| Sep 30, 2025 | SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 0.13% | 575.29K | 13.2M | 562.09K | +4,258.23% |
| Sep 30, 2025 | CAPITAL FUND MANAGEMENT S.A. | 0.14% | 613.66K | 14.08M | -27.5K | -4.29% |
| Sep 30, 2025 | THRIVENT FINANCIAL FOR LUTHERANS | 0.14% | 631.05K | 14.48M | 287.22K | +83.54% |
| Sep 30, 2025 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 0.14% | 647.92K | 14.86M | 17.38K | +2.76% |
| Sep 30, 2025 | SWISS NATIONAL BANK | 0.15% | 694.3K | 15.93M | 9.8K | +1.43% |
| Sep 30, 2025 | CITIGROUP INC | 0.16% | 732.44K | 16.8M | 254.5K | +53.25% |
| Sep 30, 2025 | PRUDENTIAL FINANCIAL INC | 0.17% | 769.9K | 17.66M | -282.43K | -26.84% |
| Sep 30, 2025 | LEGAL & GENERAL GROUP PLC | 0.17% | 785.15K | 18.01M | -99.43K | -11.24% |
| Sep 30, 2025 | CERITY PARTNERS LLC | 0.18% | 818.14K | 18.77M | 62.48K | +8.27% |
| Sep 30, 2025 | JANE STREET GROUP, LLC | 0.2% | 917.5K | 21.05M | 726.2K | +379.61% |
| Sep 30, 2025 | BNP PARIBAS ARBITRAGE, SNC | 0.2% | 919.08K | 21.08M | -179.44K | -16.33% |
| Sep 30, 2025 | PRINCIPAL FINANCIAL GROUP INC | 0.2% | 921.3K | 21.13M | -547.52K | -37.28% |
| Sep 30, 2025 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 0.2% | 926.45K | 21.25M | 266.21K | +40.32% |
| Sep 30, 2025 | POINT72 ASSET MANAGEMENT, L.P. | 0.26% | 1.19M | 27.21M | 173.67K | +17.15% |
| Sep 30, 2025 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.31% | 1.43M | 32.74M | -178.49K | -11.11% |
| Sep 30, 2025 | PRICE T ROWE ASSOCIATES INC /MD/ | 0.32% | 1.44M | 32.96M | 198.76K | +16.06% |
| Sep 30, 2025 | ALYESKA INVESTMENT GROUP, L.P. | 0.33% | 1.52M | 34.78M | 1.52M | +100.00% |
| Sep 30, 2025 | LETKO, BROSSEAU & ASSOCIATES INC | 0.35% | 1.6M | 36.73M | -1.3K | -0.08% |
| Sep 30, 2025 | NUVEEN, LLC | 0.38% | 1.73M | 39.71M | -154.28K | -8.18% |
| Sep 30, 2025 | 0.26% | 1.17M | 26.8M | -12.93K | -1.09% | |
| Sep 30, 2025 | BARCLAYS PLC | 0.39% | 1.77M | 40.55M | -903.03K | -33.81% |
| Sep 30, 2025 | AMUNDI | 0.39% | 1.78M | 42.85M | -605.04K | -25.41% |
| Sep 30, 2025 | SAMLYN CAPITAL, LLC | 0.43% | 1.94M | 44.57M | 1.94M | +100.00% |
| Sep 30, 2025 | IEQ CAPITAL, LLC | 0.18% | 826.36K | 18.96M | 289.4K | +53.89% |
| Sep 30, 2025 | JPMORGAN CHASE & CO | 0.3% | 1.37M | 31.47M | 275.6K | +25.14% |
| Sep 30, 2025 | UBS GROUP AG | 0.75% | 3.41M | 78.17M | -2.33M | -40.63% |
| Sep 30, 2025 | VICTORY CAPITAL MANAGEMENT INC | 0.05% | 213.47K | 4.9M | -75.61K | -26.16% |
| Sep 30, 2025 | GABELLI FUNDS LLC | 0.05% | 215K | 4.93M | 60K | +38.71% |
| Sep 30, 2025 | LPL FINANCIAL LLC | 0.05% | 241.66K | 5.54M | -46.89K | -16.25% |
| Sep 30, 2025 | AMERICAN FINANCIAL GROUP INC | 0.05% | 245K | 5.62M | 0 | 0 |
| Sep 30, 2025 | NEW YORK STATE COMMON RETIREMENT FUND | 0.05% | 246.19K | 5.65M | -12.6K | -4.87% |
| Sep 30, 2025 | POEHLING CAPITAL MANAGEMENT, INC. | 0.06% | 253.84K | 5.82M | -1.74K | -0.68% |
| Sep 30, 2025 | GIFFORD FONG ASSOCIATES | 0.06% | 255.39K | 5.86M | 0 | 0 |
| Sep 30, 2025 | WESLEYAN ASSURANCE SOCIETY | 0.06% | 258.14K | 5.92M | 0 | 0 |
| Sep 30, 2025 | ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 0.06% | 259.71K | 5.96M | 1.36K | +0.52% |
| Sep 30, 2025 | SOUTH DAKOTA INVESTMENT COUNCIL | 0.06% | 286.41K | 6.57M | -8.7K | -2.95% |
| Sep 30, 2025 | OLSTEIN CAPITAL MANAGEMENT, L.P. | 0.07% | 304K | 6.97M | -77.12K | -20.24% |
| Sep 30, 2025 | BANK OF MONTREAL /CAN/ | 0.07% | 315.71K | 7.24M | -360.63K | -53.32% |
| Sep 30, 2025 | HSBC HOLDINGS PLC | 0.07% | 316.24K | 7.19M | -310.63K | -49.55% |
| Sep 30, 2025 | FRANKLIN RESOURCES INC | 0.08% | 355.62K | 8.16M | 78.71K | +28.42% |
| Sep 30, 2025 | LIVE OAK PRIVATE WEALTH LLC | 0.08% | 357.29K | 8.2M | 898 | +0.25% |
| Sep 30, 2025 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 0.08% | 360.49K | 8.27M | -44.45K | -10.98% |
| Sep 30, 2025 | CANADA PENSION PLAN INVESTMENT BOARD | 0.08% | 371.1K | 8.51M | 0 | 0 |
| Sep 30, 2025 | MITSUBISHI UFJ TRUST & BANKING CORP | 0.09% | 405.82K | 9.31M | 160.5K | +65.42% |
| Sep 30, 2025 | FMR LLC | 0.09% | 413.21K | 9.48M | 47.31K | +12.93% |
| Sep 30, 2025 | MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 0.11% | 498.31K | 11.43M | 33.16K | +7.13% |
| Sep 30, 2025 | WEALTHCARE CAPITAL MANAGEMENT LLC | 0.12% | 531.55K | 12.19M | -33K | -5.85% |
| Sep 30, 2025 | UBS ASSET MANAGEMENT AMERICAS INC | 0.22% | 979.29K | 22.46M | -469.66K | -32.41% |
| Sep 30, 2025 | DEUTSCHE BANK AG\ | 0.32% | 1.45M | 33.27M | -1.44M | -49.76% |
| Sep 30, 2025 | BANK OF AMERICA CORP /DE/ | 0.32% | 1.47M | 33.63M | -1.43M | -49.35% |
| Sep 30, 2025 | PRANA CAPITAL MANAGEMENT, LP | 0.22% | 998.87K | 22.91M | 808.88K | +425.75% |
| Sep 30, 2025 | NOMURA HOLDINGS INC | 0.25% | 1.12M | 25.69M | 1.12M | +100.00% |
| Sep 30, 2025 | QUANTINNO CAPITAL MANAGEMENT LP | 0.25% | 1.13M | 26.02M | 290.37K | +34.41% |
| Sep 30, 2025 | GOLDMAN SACHS GROUP INC | 1.37% | 6.22M | 142.67M | -4.72M | -43.16% |
| Sep 30, 2025 | ALLIANZ ASSET MANAGEMENT GMBH | 0.33% | 1.49M | 34.08M | 345.92K | +30.36% |
| Sep 30, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 2.47% | 11.2M | 256.51M | 95.63K | +0.86% |
| Sep 30, 2025 | BLACKROCK, INC. | 8.31% | 37.71M | 864.96M | -7.53M | -16.65% |
| Sep 30, 2025 | VANGUARD GROUP INC | 11.46% | 52.02M | 1.19B | 593.14K | +1.15% |
| Sep 30, 2025 | MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 17.92% | 81.33M | 1.87B | 0 | 0 |
| Sep 30, 2025 | BALYASNY ASSET MANAGEMENT L.P. | 0.73% | 3.33M | 76.3M | -1.77M | -34.68% |
| Sep 30, 2025 | STATE STREET CORP | 4.74% | 21.52M | 493.73M | -738.21K | -3.32% |
| Jun 30, 2025 | MORGAN STANLEY | 1.47% | 6.66M | 105.07B | 116.08K | +1.77% |
| Jun 30, 2025 | PRICE T ROWE ASSOCIATES INC /MD/ | 0.27% | 1.24M | 19.52M | 9.16K | +0.75% |
| Jun 30, 2025 | AXA S.A. | 0.27% | 1.24M | 19.49M | 278.2K | +29.06% |
| Jun 30, 2025 | GOVERNORS LANE LP | 0.2% | 925.22K | 14.59M | 925.22K | +100.00% |
| Jun 30, 2025 | MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 17.92% | 81.33M | 1.28B | 0 | 0 |
| Jun 30, 2025 | VANGUARD GROUP INC | 11.33% | 51.42M | 810.97M | 2.16M | +4.39% |
| Jun 30, 2025 | BLACKROCK, INC. | 9.97% | 45.24M | 713.42M | -2.66M | -5.55% |
| Jun 30, 2025 | DIMENSIONAL FUND ADVISORS LP | 4.63% | 21.01M | 331.35M | 1.26M | +6.40% |
| Jun 30, 2025 | TRIAN FUND MANAGEMENT, L.P. | 3.22% | 14.63M | 230.69M | -8.54M | -36.87% |
| Jun 30, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 2.45% | 11.11M | 174.82M | 88.09K | +0.80% |
| Jun 30, 2025 | ROYAL BANK OF CANADA | 1.97% | 8.93M | 140.82M | 7.95M | +814.26% |
| Jun 30, 2025 | NORTHERN TRUST CORP | 1.45% | 6.57M | 103.62M | -512.9K | -7.24% |
| Jun 30, 2025 | BANK OF NEW YORK MELLON CORP | 0.48% | 2.2M | 34.65M | -295.47K | -11.85% |
| Jun 30, 2025 | 0.42% | 1.89M | 29.73M | -35.59K | -1.85% | |
| Jun 30, 2025 | MACQUARIE GROUP LTD | 0.4% | 1.83M | 28.9M | 251.08K | +15.88% |
| Jun 30, 2025 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.35% | 1.61M | 25.32M | 178.38K | +12.50% |
| Jun 30, 2025 | UBS ASSET MANAGEMENT AMERICAS INC | 0.32% | 1.45M | 22.85M | 402.28K | +38.43% |
| Jun 30, 2025 | ALLIANZ ASSET MANAGEMENT GMBH | 0.25% | 1.14M | 17.97M | 66.26K | +6.17% |
| Jun 30, 2025 | BNP PARIBAS ARBITRAGE, SNC | 0.24% | 1.1M | 17.32M | -789.76K | -41.82% |
| Jun 30, 2025 | JPMORGAN CHASE & CO | 0.24% | 1.1M | 17.29M | -421.81K | -27.79% |
| Jun 30, 2025 | PRUDENTIAL FINANCIAL INC | 0.23% | 1.05M | 16.6M | 475.37K | +82.39% |
| Jun 30, 2025 | POINT72 ASSET MANAGEMENT, L.P. | 0.22% | 1.01M | 15.97M | 1.01M | +100.00% |
| Jun 30, 2025 | LEGAL & GENERAL GROUP PLC | 0.19% | 884.58K | 13.95M | 95.32K | +12.08% |
| Jun 30, 2025 | BANK OF NOVA SCOTIA | 0.19% | 878.01K | 13.85M | 387.18K | +78.88% |
| Jun 30, 2025 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 0.15% | 660.24K | 10.41M | -155.46K | -19.06% |
| Jun 30, 2025 | STATE STREET CORP | 4.91% | 22.26M | 351.05M | 332.34K | +1.52% |
| Jun 30, 2025 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.99% | 4.48M | 70.62M | 25.15K | +0.56% |
| Jun 30, 2025 | FIRST TRUST ADVISORS LP | 0.75% | 3.38M | 53.32M | 3.32M | +5,065.44% |
| Jun 30, 2025 | NORGES BANK | 0.72% | 3.29M | 51.84M | 3.29M | +100.00% |
| Jun 30, 2025 | UBS GROUP AG | 1.26% | 5.74M | 90.52M | -387.68K | -6.33% |
| Jun 30, 2025 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.26% | 1.16M | 18.35M | -1.71M | -59.55% |
| Jun 30, 2025 | VERITION FUND MANAGEMENT LLC | 0.25% | 1.15M | 18.19M | 769.29K | +200.12% |
| Jun 30, 2025 | MILLENNIUM MANAGEMENT LLC | 0.24% | 1.1M | 17.35M | 1M | +1,000.00% |
| Jun 30, 2025 | RHUMBLINE ADVISERS | 0.19% | 872.11K | 13.75M | 82.06K | +10.39% |
| Jun 30, 2025 | SWISS NATIONAL BANK | 0.15% | 684.5K | 10.79M | 31.4K | +4.81% |
| Jun 30, 2025 | BANK OF MONTREAL /CAN/ | 0.15% | 676.33K | 10.67M | 419.62K | +163.46% |
| Jun 30, 2025 | AMUNDI | 0.52% | 2.38M | 39.5M | -824.07K | -25.71% |
| Jun 30, 2025 | QUANTINNO CAPITAL MANAGEMENT LP | 0.19% | 843.87K | 13.31M | 316.34K | +59.97% |
| Jun 30, 2025 | FISHER ASSET MANAGEMENT, LLC | 1.09% | 4.94M | 77.89M | 195.79K | +4.13% |
| Jun 30, 2025 | LETKO, BROSSEAU & ASSOCIATES INC | 0.35% | 1.6M | 25.27M | 9.58K | +0.60% |
| Jun 30, 2025 | PRINCIPAL FINANCIAL GROUP INC | 0.32% | 1.47M | 23.16M | 70.46K | +5.04% |
| Jun 30, 2025 | TUDOR INVESTMENT CORP ET AL | 0.29% | 1.32M | 20.85M | 800.87K | +153.67% |
| Jun 30, 2025 | BALYASNY ASSET MANAGEMENT L.P. | 1.12% | 5.09M | 80.3M | 1.87M | +58.12% |
| Jun 30, 2025 | NATIONAL BANK OF CANADA /FI/ | 0.17% | 759.98K | 11.98M | 416.35K | +121.16% |
| Jun 30, 2025 | TWO SIGMA ADVISERS, LP | 0.17% | 759.9K | 11.98M | -1.85M | -70.88% |
| Jun 30, 2025 | CERITY PARTNERS LLC | 0.17% | 755.67K | 11.92M | -33.11K | -4.20% |
| Jun 30, 2025 | SQUAREPOINT OPS LLC | 0.15% | 701.21K | 11.06M | -341.47K | -32.75% |
| Jun 30, 2025 | AQR CAPITAL MANAGEMENT LLC | 2.56% | 11.61M | 182.49B | 584.04K | +5.30% |
| Jun 30, 2025 | GOLDMAN SACHS GROUP INC | 2.41% | 10.94M | 172.57B | 3.92M | +55.73% |
| Jun 30, 2025 | ALLIANCEBERNSTEIN L.P. | 1.75% | 7.92M | 124.97B | 939.37K | +13.45% |
| Jun 30, 2025 | CITADEL ADVISORS LLC | 0.89% | 4.06M | 64.02B | 33.4K | +0.83% |
| Jun 30, 2025 | NUVEEN, LLC | 0.42% | 1.89M | 29.73M | -35.59K | -1.85% |
| Jun 30, 2025 | DEUTSCHE BANK AG\ | 0.64% | 2.89M | 45.52M | -88.81K | -2.99% |
| Jun 30, 2025 | BARCLAYS PLC | 0.59% | 2.67M | 42.12M | -80.85K | -2.94% |
| Jun 30, 2025 | BANK OF AMERICA CORP /DE/ | 0.64% | 2.89M | 45.64M | 997.83K | +52.63% |
| Mar 31, 2025 | PRINCIPAL FINANCIAL GROUP INC | 0.31% | 1.4M | 21.21M | 894.11K | +177.31% |
| Mar 31, 2025 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.32% | 1.43M | 21.66M | 436.23K | +44.01% |
| Mar 31, 2025 | UBS ASSET MANAGEMENT AMERICAS INC | 0.23% | 1.05M | 15.88M | 12.69K | +1.23% |
| Mar 31, 2025 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.98% | 4.45M | 67.55M | 29.61K | +0.67% |
| Mar 31, 2025 | STATE STREET CORP | 4.84% | 21.93M | 332.65M | 284.82K | +1.32% |
| Mar 31, 2025 | TRIAN FUND MANAGEMENT, L.P. | 5.12% | 23.17M | 351.54M | 0 | 0 |
| Mar 31, 2025 | RHUMBLINE ADVISERS | 0.17% | 790.04K | 11.98M | 133.37K | +20.31% |
| Mar 31, 2025 | SQUAREPOINT OPS LLC | 0.23% | 1.04M | 15.82M | -203.16K | -16.31% |
| Mar 31, 2025 | AQR CAPITAL MANAGEMENT LLC | 2.44% | 11.03M | 165.26M | 2.88M | +35.39% |
| Mar 31, 2025 | ALLIANCEBERNSTEIN L.P. | 1.54% | 6.99M | 105.97M | 605.16K | +9.48% |
| Mar 31, 2025 | CITADEL ADVISORS LLC | 0.89% | 4.03M | 61.07M | 1.15M | +40.21% |
| Mar 31, 2025 | AMUNDI | 0.71% | 3.2M | 44.32M | 551.59K | +20.79% |
| Mar 31, 2025 | MILLENNIUM MANAGEMENT LLC | 0.59% | 2.65M | 40.24M | -4.58M | -63.33% |
| Mar 31, 2025 | TWO SIGMA ADVISERS, LP | 0.58% | 2.61M | 39.59M | -1.16M | -30.75% |
| Mar 31, 2025 | BANK OF NEW YORK MELLON CORP | 0.55% | 2.49M | 37.81M | -120.77K | -4.62% |
| Mar 31, 2025 | 0.42% | 1.92M | 29.14M | 1.92M | +100.00% | |
| Mar 31, 2025 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.23% | 1.03M | 15.55M | 1.03M | +100.00% |
| Mar 31, 2025 | ROYAL BANK OF CANADA | 0.22% | 976.7K | 14.82M | -58.96K | -5.69% |
| Mar 31, 2025 | AXA S.A. | 0.21% | 957.47K | 14.52M | 866.25K | +949.64% |
| Mar 31, 2025 | TWO SIGMA INVESTMENTS, LP | 0.19% | 841.37K | 12.76M | -1.49M | -63.95% |
| Mar 31, 2025 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 0.18% | 815.7K | 12.37M | 815.7K | +100.00% |
| Mar 31, 2025 | LEGAL & GENERAL GROUP PLC | 0.17% | 789.26K | 11.97M | 129.73K | +19.67% |
| Mar 31, 2025 | BANK OF AMERICA CORP /DE/ | 0.42% | 1.9M | 28.76M | 662.82K | +53.75% |
| Mar 31, 2025 | MARSHALL WACE, LLP | 0.57% | 2.57M | 38.97M | 2.44M | +1,891.82% |
| Mar 31, 2025 | BALYASNY ASSET MANAGEMENT L.P. | 0.71% | 3.22M | 48.86M | 3.22M | +100.00% |
| Mar 31, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 2.43% | 11.02M | 166.93M | 636.12K | +6.13% |
| Mar 31, 2025 | BLACKROCK, INC. | 10.58% | 47.9M | 726.63M | -7.06M | -12.84% |
| Mar 31, 2025 | VANGUARD GROUP INC | 10.88% | 49.26M | 747.31M | -2.23M | -4.34% |
| Mar 31, 2025 | MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 17.96% | 81.33M | 1.23B | 0 | 0 |
| Mar 31, 2025 | JPMORGAN CHASE & CO | 0.34% | 1.52M | 23.03M | 232.27K | +18.07% |
| Mar 31, 2025 | AE WEALTH MANAGEMENT LLC | 0.17% | 758.51K | 11.51M | -105.95K | -12.26% |
| Mar 31, 2025 | CERITY PARTNERS LLC | 0.17% | 788.77K | 11.97M | -11.42K | -1.43% |
| Mar 31, 2025 | QUBE RESEARCH & TECHNOLOGIES LTD | 0.33% | 1.49M | 22.55M | 722.08K | +94.44% |
| Mar 31, 2025 | CIBC PRIVATE WEALTH GROUP, LLC | 0.33% | 1.5M | 18.19M | -213.08K | -12.45% |
| Mar 31, 2025 | GOLDMAN SACHS GROUP INC | 1.55% | 7.03M | 106.6M | 3.51M | +99.64% |
| Mar 31, 2025 | MACQUARIE GROUP LTD | 0.35% | 1.58M | 23.99M | 219.83K | +16.15% |
| Mar 31, 2025 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.64% | 2.88M | 43.63M | 163.17K | +6.01% |
| Mar 31, 2025 | BARCLAYS PLC | 0.61% | 2.75M | 41.74M | 88.93K | +3.34% |
| Mar 31, 2025 | DEUTSCHE BANK AG\ | 0.66% | 2.98M | 45.13M | -359.54K | -10.78% |
| Mar 31, 2025 | UBS GROUP AG | 1.35% | 6.13M | 92.96M | 2.5M | +68.69% |
| Mar 31, 2025 | FISHER ASSET MANAGEMENT, LLC | 1.05% | 4.74M | 71.95M | 209.78K | +4.63% |
| Mar 31, 2025 | MAN GROUP PLC | 0.18% | 826.57K | 12.54M | -77.94K | -8.62% |
| Mar 31, 2025 | ALLIANZ ASSET MANAGEMENT GMBH | 0.24% | 1.07M | 16.28M | 154K | +16.75% |
| Mar 31, 2025 | DIMENSIONAL FUND ADVISORS LP | 4.36% | 19.75M | 299.55M | -357.75K | -1.78% |
| Mar 31, 2025 | MORGAN STANLEY | 1.45% | 6.55M | 99.31M | 581.31K | +9.75% |
| Mar 31, 2025 | LETKO, BROSSEAU & ASSOCIATES INC | 0.35% | 1.59M | 24.16M | -16.88K | -1.05% |
| Mar 31, 2025 | BNP PARIBAS ARBITRAGE, SNC | 0.42% | 1.89M | 28.65M | -262.62K | -12.21% |
| Mar 31, 2025 | PRICE T ROWE ASSOCIATES INC /MD/ | 0.27% | 1.23M | 18.64M | 255.26K | +26.22% |
| Mar 31, 2025 | JEFFERIES FINANCIAL GROUP INC. | 0.21% | 951.45K | 14.43M | 951.45K | +100.00% |
| Mar 31, 2025 | NORTHERN TRUST CORP | 1.56% | 7.08M | 107.46M | 721.95K | +11.35% |
| Mar 31, 2024 | GEODE CAPITAL MANAGEMENT, LLC | 2.19% | 9.95M | 164.85M | 197.71K | +2.03% |
| Mar 31, 2024 | DIMENSIONAL FUND ADVISORS LP | 3.24% | 14.74M | 244.46M | 937.11K | +6.79% |
| Mar 31, 2024 | VANGUARD GROUP INC | 11.31% | 51.46M | 853.7M | 4.08K | +0.01% |
| Mar 31, 2024 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 0.07% | 316.79K | 5.26M | -42.69K | -11.87% |
| Mar 31, 2024 | LIVE OAK PRIVATE WEALTH LLC | 0.07% | 319.2K | 5.3M | 13.02K | +4.25% |
| Mar 31, 2024 | ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 0.07% | 320.9K | 5.32M | -156.62K | -32.80% |
| Mar 31, 2024 | PRUDENTIAL FINANCIAL INC | 0.08% | 344.52K | 5.72M | -228.64K | -39.89% |
| Mar 31, 2024 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 0.08% | 380.29K | 6.31M | -71.45K | -15.82% |
| Mar 31, 2024 | INSIGHT FOLIOS INC | 0.09% | 390.28K | 6.47M | 7.78K | +2.03% |
| Mar 31, 2024 | SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 0.09% | 399.35K | 6.63M | 399.35K | +100.00% |
| Mar 31, 2024 | WESLEYAN ASSURANCE SOCIETY | 0.09% | 404.24K | 6.7M | 0 | 0 |
| Mar 31, 2024 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 0.09% | 407.98K | 6.77B | 7.35K | +1.83% |
| Mar 31, 2024 | CREDIT SUISSE AG/ | 0.09% | 411.87K | 6.83M | -14.65K | -3.43% |
| Mar 31, 2024 | GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC | 0.1% | 436.08K | 7.23M | 65.35K | +17.63% |
| Mar 31, 2024 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 0.1% | 470.63K | 7.72M | 44.42K | +10.42% |
| Mar 31, 2024 | PRINCIPAL FINANCIAL GROUP INC | 0.11% | 506.62K | 8.4M | 5.16K | +1.03% |
| Mar 31, 2024 | OLSTEIN CAPITAL MANAGEMENT, L.P. | 0.11% | 514.95K | 8.54M | -18K | -3.38% |
| Mar 31, 2024 | THRIVENT FINANCIAL FOR LUTHERANS | 0.12% | 526.26K | 8.73M | 360.64K | +217.76% |
| Mar 31, 2024 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 0.12% | 531.44K | 8.82M | -257.65K | -32.65% |
| Mar 31, 2024 | CERITY PARTNERS LLC | 0.12% | 538.14K | 8.93M | 38.44K | +7.69% |
| Mar 31, 2024 | FMR LLC | 0.12% | 551.06K | 9.14M | -151.31K | -21.54% |
| Mar 31, 2024 | BANK OF MONTREAL /CAN/ | 0.09% | 388.64K | 6.46M | 25.62K | +7.06% |
| Mar 31, 2024 | BANK OF NOVA SCOTIA | 0.14% | 632.82K | 10.5B | -66.16K | -9.47% |
| Mar 31, 2024 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 0.14% | 633.8K | 10.51M | -7.11K | -1.11% |
| Mar 31, 2024 | SWISS NATIONAL BANK | 0.15% | 665.7K | 11.04M | 2.6K | +0.39% |
| Mar 31, 2024 | OSSIAM | 0.15% | 680.16K | 11.28M | 655.98K | +2,712.89% |
| Mar 31, 2024 | LEGAL & GENERAL GROUP PLC | 0.15% | 698.62K | 11.59M | 31.18K | +4.67% |
| Mar 31, 2024 | RHUMBLINE ADVISERS | 0.15% | 702.2K | 11.65M | -43.64K | -5.85% |
| Mar 31, 2024 | NUVEEN ASSET MANAGEMENT, LLC | 0.24% | 1.09M | 18.04M | -3.44K | -0.32% |
| Mar 31, 2024 | DEUTSCHE BANK AG\ | 0.24% | 1.09M | 18.15M | -4.02K | -0.37% |
| Mar 31, 2024 | MACQUARIE GROUP LTD | 0.24% | 1.1M | 18.32M | 1.1M | +25,581.07% |
| Mar 31, 2024 | PZENA INVESTMENT MANAGEMENT LLC | 0.25% | 1.11M | 18.49M | -5.92K | -0.53% |
| Mar 31, 2024 | TUDOR INVESTMENT CORP ET AL | 0.27% | 1.21M | 20.02M | 1.19M | +6,861.63% |
| Mar 31, 2024 | TWO SIGMA INVESTMENTS, LP | 0.51% | 2.3M | 38.19M | 946.72K | +69.87% |
| Mar 31, 2024 | AMUNDI | 0.52% | 2.35M | 35.95M | 666.66K | +39.50% |
| Mar 31, 2024 | GOLDMAN SACHS GROUP INC | 0.62% | 2.8M | 46.53M | -515.92K | -15.54% |
| Mar 31, 2024 | TWO SIGMA ADVISERS, LP | 0.68% | 3.08M | 51.11M | 1.58M | +105.50% |
| Mar 31, 2024 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.68% | 3.11M | 51.62M | 2.43M | +356.47% |
| Mar 31, 2024 | BLACKROCK INC. | 11.95% | 54.35M | 901.65M | 8.05M | +17.39% |
| Mar 31, 2024 | AXA S.A. | 0.17% | 750.92K | 12.46M | -483.39K | -39.16% |
| Mar 31, 2024 | BNP PARIBAS ARBITRAGE, SNC | 0.18% | 826.93K | 13.72M | 237.76K | +40.35% |
| Mar 31, 2024 | SQUAREPOINT OPS LLC | 0.19% | 870.41K | 14.44M | -1.05M | -54.64% |
| Mar 31, 2024 | RENAISSANCE TECHNOLOGIES LLC | 0.2% | 897.1K | 14.88M | 767.2K | +590.61% |
| Mar 31, 2024 | 0.55% | 2.5M | 41.48M | 2.5M | +100.00% | |
| Mar 31, 2024 | STATE STREET CORP | 4.81% | 21.86M | 362.59M | 753.38K | +3.57% |
| Mar 31, 2024 | TRIAN FUND MANAGEMENT, L.P. | 7.46% | 33.94M | 563.07M | 0 | 0 |
| Mar 31, 2024 | ROYAL BANK OF CANADA | 0.21% | 972.92K | 16.14M | -45.03K | -4.42% |
| Mar 31, 2024 | QUBE RESEARCH & TECHNOLOGIES LTD | 0.22% | 978.24K | 16.23M | 978.24K | +100.00% |
| Mar 31, 2024 | D. E. SHAW & CO., INC. | 0.22% | 985.98K | 16.36M | 384.22K | +63.85% |
| Mar 31, 2024 | MILLENNIUM MANAGEMENT LLC | 0.22% | 1M | 16.59M | -15.1K | -1.49% |
| Mar 31, 2024 | JPMORGAN CHASE & CO | 0.22% | 1.01M | 16.74M | -70.32K | -6.51% |
| Mar 31, 2024 | CITADEL ADVISORS LLC | 0.22% | 1.01M | 16.76M | -4.35M | -81.14% |
| Mar 31, 2024 | FIRST TRUST ADVISORS LP | 0.22% | 1.02M | 16.89M | -169.56K | -14.28% |
| Mar 31, 2024 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.24% | 1.08M | 17.91M | 4.87K | +0.45% |
| Mar 31, 2024 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 0.29% | 1.32M | 21.93M | -1.22M | -48.06% |
| Mar 31, 2024 | UBS GROUP AG | 0.31% | 1.39M | 23.13M | -296.3K | -17.53% |
| Mar 31, 2024 | PRICE T ROWE ASSOCIATES INC /MD/ | 0.33% | 1.5M | 24.84M | 58.33K | +4.05% |
| Mar 31, 2024 | HSBC HOLDINGS PLC | 0.34% | 1.56M | 25.84M | 628.42K | +67.62% |
| Mar 31, 2024 | LETKO, BROSSEAU & ASSOCIATES INC | 0.36% | 1.65M | 27.45M | -14.8K | -0.89% |
| Mar 31, 2024 | AMERICAN CENTURY COMPANIES INC | 0.38% | 1.73M | 28.77M | 143.09K | +8.99% |
| Mar 31, 2024 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.42% | 1.93M | 32.06M | 1.79M | +1,220.08% |
| Mar 31, 2024 | AQR CAPITAL MANAGEMENT LLC | 0.44% | 1.99M | 32.96M | 70.69K | +3.69% |
| Mar 31, 2024 | BARCLAYS PLC | 0.45% | 2.05M | 34.04M | -516.22K | -20.10% |
| Mar 31, 2024 | BANK OF AMERICA CORP /DE/ | 0.47% | 2.14M | 35.49M | 1.45M | +210.58% |
| Mar 31, 2024 | BANK OF NEW YORK MELLON CORP | 0.54% | 2.46M | 40.8M | -130.94K | -5.06% |
| Mar 31, 2024 | ALLIANCEBERNSTEIN L.P. | 0.55% | 2.48M | 41.2M | 1.91M | +332.81% |
| Mar 31, 2024 | SWEDBANK AB | 0.55% | 2.5M | 41.48M | 2.5M | +100.00% |
| Mar 31, 2024 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.91% | 4.13M | 68.6M | 100.02K | +2.48% |
| Mar 31, 2024 | FISHER ASSET MANAGEMENT, LLC | 0.92% | 4.17M | 69.23M | 251.54K | +6.41% |
| Mar 31, 2024 | NORTHERN TRUST CORP | 1.11% | 5.07M | 84.04M | -616.71K | -10.85% |
| Mar 31, 2024 | MORGAN STANLEY | 1.35% | 6.12M | 101.6M | 1.17M | +23.67% |
| Dec 31, 2023 | PRICE T ROWE ASSOCIATES INC /MD/ | 0.32% | 1.44M | 25.67M | 52.88K | +3.81% |
| Dec 31, 2023 | HOLOCENE ADVISORS, LP | 0.35% | 1.58M | 28.18M | 1.13M | +250.69% |
| Dec 31, 2023 | AMERICAN CENTURY COMPANIES INC | 0.35% | 1.59M | 28.38M | -66.42K | -4.01% |
| Dec 31, 2023 | LETKO, BROSSEAU & ASSOCIATES INC | 0.37% | 1.67M | 29.79M | -43.7K | -2.55% |
| Dec 31, 2023 | AMUNDI | 0.37% | 1.69M | 29.97M | -4.07M | -70.71% |
| Dec 31, 2023 | UBS GROUP AG | 0.37% | 1.69M | 30.16M | 5.57K | +0.33% |
| Dec 31, 2023 | AQR CAPITAL MANAGEMENT LLC | 0.42% | 1.92M | 34.18M | -420.27K | -17.99% |
| Dec 31, 2023 | SQUAREPOINT OPS LLC | 0.42% | 1.92M | 34.23M | 1.08M | +127.60% |
| Dec 31, 2023 | AMERIPRISE FINANCIAL INC | 0.47% | 2.14M | 38.09M | -115.9K | -5.15% |
| Dec 31, 2023 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 0.56% | 2.54M | 45.4M | -4.46M | -63.66% |
| Dec 31, 2023 | BARCLAYS PLC | 0.56% | 2.57M | 45.81M | 714.79K | +38.57% |
| Dec 31, 2023 | BANK OF NEW YORK MELLON CORP | 0.57% | 2.59M | 46.21M | -305.61K | -10.55% |
| Dec 31, 2023 | MILLENNIUM MANAGEMENT LLC | 0.22% | 1.02M | 18.11M | -150.5K | -12.91% |
| Dec 31, 2023 | GOLDMAN SACHS GROUP INC | 0.73% | 3.32M | 59.25M | -841.96K | -20.23% |
| Dec 31, 2023 | NORGES BANK | 0.74% | 3.35M | 59.71M | 3.35M | +100.00% |
| Dec 31, 2023 | BALYASNY ASSET MANAGEMENT L.P. | 0.76% | 3.46M | 61.79M | 3.46M | +100.00% |
| Dec 31, 2023 | POINT72 ASSET MANAGEMENT, L.P. | 0.83% | 3.76M | 67.02M | 3.51M | +1,411.06% |
| Dec 31, 2023 | FISHER ASSET MANAGEMENT, LLC | 0.86% | 3.92M | 69.96M | 391.93K | +11.11% |
| Dec 31, 2023 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.89% | 4.03M | 71.98M | 136.58K | +3.50% |
| Dec 31, 2023 | MORGAN STANLEY | 1.09% | 4.95M | 88.34M | -456.93K | -8.45% |
| Dec 31, 2023 | CITADEL ADVISORS LLC | 1.18% | 5.36M | 95.55M | 3.39M | +172.46% |
| Dec 31, 2023 | NORTHERN TRUST CORP | 1.25% | 5.68M | 101.37M | -261.51K | -4.40% |
| Dec 31, 2023 | VANGUARD GROUP INC | 11.31% | 51.45M | 917.95M | 115.83K | +0.23% |
| Dec 31, 2023 | GEODE CAPITAL MANAGEMENT, LLC | 2.14% | 9.75M | 173.73M | 125.25K | +1.30% |
| Dec 31, 2023 | DIMENSIONAL FUND ADVISORS LP | 3.03% | 13.8M | 246.16M | 2.59M | +23.13% |
| Dec 31, 2023 | STATE STREET CORP | 4.64% | 21.1M | 376.47M | -2.62M | -11.03% |
| Dec 31, 2023 | TRIAN FUND MANAGEMENT, L.P. | 7.46% | 33.94M | 605.49M | 0 | 0 |
| Dec 31, 2023 | BLACKROCK INC. | 10.18% | 46.3M | 825.99M | 106.5K | +0.23% |
| Dec 31, 2023 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.15% | 681.68K | 12.16M | 655.8K | +2,534.39% |
| Dec 31, 2023 | BANK OF AMERICA CORP /DE/ | 0.15% | 688.74K | 12.29M | -662.02K | -49.01% |
| Dec 31, 2023 | BANK OF NOVA SCOTIA | 0.15% | 698.98K | 12.47M | 386.87K | +123.95% |
| Dec 31, 2023 | FMR LLC | 0.15% | 702.37K | 12.53M | -2.83M | -80.09% |
| Dec 31, 2023 | RHUMBLINE ADVISERS | 0.16% | 745.84K | 13.31M | -14.09K | -1.85% |
| Dec 31, 2023 | AE WEALTH MANAGEMENT LLC | 0.17% | 768.03K | 12.45M | -63.24K | -7.61% |
| Dec 31, 2023 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 0.17% | 789.09K | 14.08M | 695.09K | +739.46% |
| Dec 31, 2023 | KBC GROUP NV | 0.18% | 830.23K | 14.81M | -435.02K | -34.38% |
| Dec 31, 2023 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.2% | 913.51K | 16.3M | 903.19K | +8,754.42% |
| Dec 31, 2023 | HSBC HOLDINGS PLC | 0.2% | 929.38K | 16.64M | 180.24K | +24.06% |
| Dec 31, 2023 | ROYAL BANK OF CANADA | 0.22% | 1.02M | 18.16M | -198.69K | -16.33% |
| Dec 31, 2023 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.24% | 1.07M | 19.17M | 820.43K | +322.50% |
| Dec 31, 2023 | JPMORGAN CHASE & CO | 0.24% | 1.08M | 19.26M | 73.99K | +7.36% |
| Dec 31, 2023 | NUVEEN ASSET MANAGEMENT, LLC | 0.24% | 1.09M | 19.46M | -31.71K | -2.82% |
| Dec 31, 2023 | DEUTSCHE BANK AG\ | 0.24% | 1.1M | 19.59M | -824.59K | -42.89% |
| Dec 31, 2023 | PZENA INVESTMENT MANAGEMENT LLC | 0.25% | 1.12M | 19.99M | -36.2K | -3.13% |
| Dec 31, 2023 | FIRST TRUST ADVISORS LP | 0.26% | 1.19M | 21.19M | 88.98K | +8.10% |
| Dec 31, 2023 | MARSHALL WACE, LLP | 0.27% | 1.21M | 21.64M | 1.21M | +100.00% |
| Dec 31, 2023 | AXA S.A. | 0.27% | 1.23M | 22.02M | 108.1K | +9.60% |
| Dec 31, 2023 | TWO SIGMA INVESTMENTS, LP | 0.3% | 1.36M | 24.17M | 325.55K | +31.62% |
| Dec 31, 2023 | TWO SIGMA ADVISERS, LP | 0.33% | 1.5M | 26.74M | 389.5K | +35.10% |
Among the IVZ insiders holding of 0.71% of the stake in company, MASSACHUSETTS MUTUAL LIFE INSURANCE CO, , holds the largest shares of 81.33M. MM ASSET MANAGEMENT HOLDING LLC, 10 percent owner, is the second largest IVZ insider with ownership of 81.33M shares. TRIAN FUND MANAGEMENT, L.P., 10 percent owner, stands third with possession of 45.42M shares of that stake.
| Insiders | Designation | Shares Held |
|---|---|---|
| MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 81.33M | |
| MM ASSET MANAGEMENT HOLDING LLC | 10 percent owner | 81.33M |
| TRIAN FUND MANAGEMENT, L.P. | 10 percent owner | 45.42M |
| INVESCO REALTY, INC. | 10 percent owner | 1.05M |
| KELLEY KAREN DUNN | Senior Managing Director | 721.99K |
| CAROME KEVIN M | SMD and General Counsel | 465.86K |
| FLANAGAN MARTIN L | President & CEO | 452.58K |
| ARMOUR GREGORY MARK | SMD | 383.02K |
| MCGREEVEY GREGORY | Senior Managing Director | 260.4K |
| LO ANDREW TAK SHING | Senior Managing Director | 225.61K |
| TAYLOR PHILIP | Senior Managing Director | 146.22K |
| MEADOWS COLIN | Senior Managing Director | 135.94K |
| CANION ROD | director | 106.12K |
| ELLIS RODERICK G.H. | Chief Accounting Officer | 62.34K |
| LEGE ANNETTE | Chief Accounting Officer | 57.83K |
| HENRIKSON C ROBERT | director | 55.33K |
| JOHNSON BEN F. III | director | 54.62K |
| WOOD PHOEBE A | director | 47.76K |
| BESHAR SARAH | director | 47.02K |
| LAWRENCE EDWARD P | director | 33.85K |
| BUTCHER STEPHANIE | Senior Managing Director | 29.86K |
| BANHAM JOHN MICHAEL MIDDLECOTT | director | 18.39K |
| WAGONER G RICHARD JR | director | 15K |
| VACHERON TERRY | Chief Accounting Officer | 10.7K |
| PRESBY J THOMAS | director | 871 |
| SHARP DOUGLAS J | Senior Managing Director | 192 |
| Date | Insider | Type | Cost | Shares | Value ($) | Shares Total |
|---|---|---|---|---|---|---|
| Oct 31, 2025 | SHARP DOUGLAS J | SALE | 23.56 | 160K | 3.77M | 192 |
| Sep 10, 2025 | BUTCHER STEPHANIE | SALE | 22.12 | 103.19K | 2.28M | 29.86K |
| Oct 02, 2023 | INVESCO REALTY, INC. | PURCHASE | 25.12 | 199.06K | 5M | 1.05M |
| Sep 05, 2023 | INVESCO REALTY, INC. | PURCHASE | 25.00 | 700K | 17.5M | 853.4K |
| Mar 01, 2023 | FLANAGAN MARTIN L | SALE | 17.43 | 232.41K | 4.05M | 452.58K |
| Jan 30, 2023 | TRIAN FUND MANAGEMENT, L.P. | SALE | 18.11 | 786.38K | 14.24M | 45.42M |
| Jan 27, 2023 | TRIAN FUND MANAGEMENT, L.P. | SALE | 18.42 | 2.37M | 43.61M | 46.21M |
| Jan 25, 2023 | TRIAN FUND MANAGEMENT, L.P. | SALE | 18.10 | 2.37M | 42.97M | 48.57M |
| Jan 24, 2023 | TRIAN FUND MANAGEMENT, L.P. | SALE | 18.56 | 1.01M | 18.77M | 50.95M |
| Jan 23, 2023 | TRIAN FUND MANAGEMENT, L.P. | SALE | 19.02 | 3.79M | 72.03M | 51.96M |
| Jun 14, 2022 | MM ASSET MANAGEMENT HOLDING LLC | PURCHASE | 16.21 | 827.59K | 13.41M | 81.33M |
| Jun 13, 2022 | MASSACHUSETTS MUTUAL LIFE INSURANCE CO | PURCHASE | 16.21 | 827.59K | 13.41M | 81.33M |
| Jun 13, 2022 | MM ASSET MANAGEMENT HOLDING LLC | PURCHASE | 16.08 | 827.59K | 13.31M | 80.5M |
| May 10, 2022 | VACHERON TERRY | PURCHASE | 17.40 | 4K | 69.6K | 10.7K |
| Apr 01, 2022 | TRIAN FUND MANAGEMENT, L.P. | PURCHASE | 23.13 | 1.47M | 34.11M | 55.49M |
| Mar 31, 2022 | TRIAN FUND MANAGEMENT, L.P. | PURCHASE | 23.07 | 2M | 46.15M | 54.02M |
| Mar 29, 2022 | TRIAN FUND MANAGEMENT, L.P. | PURCHASE | 23.20 | 1.27M | 29.54M | 50.52M |
| Mar 28, 2022 | TRIAN FUND MANAGEMENT, L.P. | PURCHASE | 22.15 | 756.42K | 16.75M | 49.25M |
| Mar 25, 2022 | TRIAN FUND MANAGEMENT, L.P. | PURCHASE | 22.01 | 720.08K | 15.85M | 48.49M |
| Mar 23, 2022 | TRIAN FUND MANAGEMENT, L.P. | PURCHASE | 21.52 | 1.03M | 22.09M | 47.09M |
| Mar 08, 2022 | MASSACHUSETTS MUTUAL LIFE INSURANCE CO | PURCHASE | 19.40 | 1.07M | 20.68M | 3.8M |
| Mar 08, 2022 | MCGREEVEY GREGORY | SALE | 19.60 | 200K | 3.92M | 260.4K |
| Mar 07, 2022 | MASSACHUSETTS MUTUAL LIFE INSURANCE CO | PURCHASE | 18.65 | 1.38M | 25.7M | 2.74M |
| Mar 04, 2022 | MASSACHUSETTS MUTUAL LIFE INSURANCE CO | PURCHASE | 19.01 | 1.35M | 25.65M | 1.36M |
| Mar 01, 2022 | FLANAGAN MARTIN L | SALE | 19.51 | 189.71K | 3.7M | 487.83K |
| Nov 04, 2021 | MEADOWS COLIN | SALE | 25.84 | 47.21K | 1.22M | 135.94K |
| Nov 01, 2021 | MASSACHUSETTS MUTUAL LIFE INSURANCE CO | PURCHASE | 26.15 | 7.58K | 198.27K | 7.58K |
| Sep 13, 2021 | LO ANDREW TAK SHING | SALE | 24.91 | 150K | 3.74M | 225.61K |
| May 12, 2021 | WOOD PHOEBE A | SALE | 26.65 | 8.82K | 235.16K | 47.76K |
| May 11, 2021 | LO ANDREW TAK SHING | SALE | 27.34 | 300K | 8.2M | 375.61K |
| May 07, 2021 | MEADOWS COLIN | SALE | 28.28 | 170.49K | 4.82M | 183.15K |
| Mar 12, 2021 | MCGREEVEY GREGORY | SALE | 25.46 | 200K | 5.09M | 381.94K |
| Mar 04, 2021 | SHARP DOUGLAS J | SALE | 23.28 | 33.21K | 773.18K | 17.47K |
| Sep 02, 2020 | BESHAR SARAH | PURCHASE | 10.54 | 9.5K | 100.12K | 47.02K |
| Sep 02, 2020 | FLANAGAN MARTIN L | PURCHASE | 10.24 | 4.21K | 43.08K | 519.51K |
| Sep 01, 2020 | FLANAGAN MARTIN L | PURCHASE | 10.19 | 290.3K | 2.96M | 515.3K |
| May 01, 2020 | HENRIKSON C ROBERT | PURCHASE | 7.93 | 12.66K | 100.36K | 55.33K |
| Jun 07, 2019 | WAGONER G RICHARD JR | PURCHASE | 20.71 | 10K | 207.12K | 15K |
| May 13, 2019 | CANION ROD | PURCHASE | 19.84 | 10K | 198.4K | 106.12K |
| May 02, 2019 | CANION ROD | PURCHASE | 21.24 | 10K | 212.4K | 96.12K |
| May 02, 2019 | JOHNSON BEN F. III | PURCHASE | 21.37 | 10K | 213.7K | 54.62K |
| Feb 22, 2019 | BESHAR SARAH | PURCHASE | 18.97 | 5.27K | 99.97K | 20.6K |
| Feb 21, 2019 | CANION ROD | PURCHASE | 18.89 | 20K | 377.8K | 84.45K |
| Feb 08, 2019 | CANION ROD | PURCHASE | 17.97 | 10K | 179.7K | 64.45K |
| Mar 15, 2018 | FLANAGAN MARTIN L | SALE | 32.92 | 299.38K | 9.86M | 2.07M |
| Mar 14, 2018 | FLANAGAN MARTIN L | SALE | 33.62 | 123.48K | 4.15M | 2.37M |
| Mar 09, 2018 | LEGE ANNETTE | SALE | 34.31 | 5K | 171.55K | 57.83K |
| Feb 27, 2018 | BESHAR SARAH | PURCHASE | 33.32 | 2.97K | 98.96K | 8.84K |
| Feb 15, 2018 | CAROME KEVIN M | SALE | 33.38 | 25K | 834.5K | 465.86K |
| Oct 31, 2017 | MEADOWS COLIN | SALE | 36.01 | 54.22K | 1.95M | 164.42K |
| May 02, 2017 | TAYLOR PHILIP | SALE | 32.40 | 60K | 1.94M | 146.22K |
| Dec 05, 2016 | KELLEY KAREN DUNN | SALE | 31.56 | 157.62K | 4.97M | 721.99K |
| Nov 28, 2016 | TAYLOR PHILIP | SALE | 31.33 | 140K | 4.39M | 147.75K |
| Nov 02, 2016 | LO ANDREW TAK SHING | SALE | 27.71 | 150K | 4.16M | 251.6K |
| Sep 09, 2016 | LAWRENCE EDWARD P | SALE | 30.84 | 1.61K | 49.62K | 33.85K |
| Aug 01, 2016 | JOHNSON BEN F. III | PURCHASE | 29.24 | 2K | 58.48K | 30.65K |
| Jun 10, 2016 | MEADOWS COLIN | SALE | 28.43 | 40.43K | 1.15M | 195.07K |
| May 19, 2016 | MEADOWS COLIN | SALE | 28.68 | 17.25K | 494.73K | 235.51K |
| Mar 01, 2016 | FLANAGAN MARTIN L | SALE | 27.34 | 296.36K | 8.1M | 1.96M |
| May 27, 2015 | LAWRENCE EDWARD P | SALE | 40.32 | 2.5K | 100.8K | 30.41K |
| May 08, 2015 | MEADOWS COLIN | SALE | 41.44 | 32.5K | 1.35M | 212.19K |
| May 04, 2015 | PRESBY J THOMAS | SALE | 41.80 | 4.71K | 196.79K | 871 |
| Mar 13, 2015 | MEADOWS COLIN | SALE | 40.03 | 44.23K | 1.77M | 244.69K |
| Mar 03, 2015 | ARMOUR GREGORY MARK | SALE | 40.41 | 25K | 1.01M | 383.02K |
| Mar 02, 2015 | FLANAGAN MARTIN L | SALE | 40.39 | 161.5K | 6.52M | 494.65K |
| Dec 04, 2014 | LAWRENCE EDWARD P | SALE | 40.37 | 895 | 36.13K | 31.55K |
| Sep 03, 2014 | ELLIS RODERICK G.H. | SALE | 40.70 | 25K | 1.02M | 62.34K |
| Aug 12, 2014 | ELLIS RODERICK G.H. | SALE | 38.53 | 19.29K | 743.17K | 86.36K |
| Jun 09, 2014 | KELLEY KAREN DUNN | SALE | 38.23 | 27K | 1.03M | 827.91K |
| Jun 09, 2014 | TAYLOR PHILIP | SALE | 38.18 | 93.77K | 3.58M | 146K |
| Jun 05, 2014 | ELLIS RODERICK G.H. | SALE | 37.68 | 20K | 753.63K | 86.36K |
| May 08, 2014 | MEADOWS COLIN | SALE | 35.57 | 56K | 1.99M | 276.29K |
| Mar 11, 2014 | ARMOUR GREGORY MARK | SALE | 34.97 | 30K | 1.05M | 320.62K |
| Mar 06, 2014 | MEADOWS COLIN | SALE | 34.44 | 50K | 1.72M | 332.29K |
| Feb 07, 2014 | PRESBY J THOMAS | SALE | 32.89 | 4K | 131.56K | 861 |
| Dec 11, 2013 | MEADOWS COLIN | SALE | 34.85 | 20K | 697K | 365.09K |
| Nov 25, 2013 | CAROME KEVIN M | SALE | 33.89 | 38 | 1.29K | 374.52K |
| Nov 22, 2013 | CAROME KEVIN M | SALE | 33.63 | 29.7K | 998.81K | 374.57K |
| Nov 15, 2013 | BANHAM JOHN MICHAEL MIDDLECOTT | SALE | 33.79 | 3.98K | 134.32K | 18.39K |
| Nov 13, 2013 | LO ANDREW TAK SHING | SALE | 33.25 | 100K | 3.33M | 152.31K |
| Nov 12, 2013 | MEADOWS COLIN | SALE | 33.38 | 35K | 1.17M | 385.09K |
| Nov 12, 2013 | TAYLOR PHILIP | SALE | 33.20 | 150K | 4.98M | 156.94K |
| Nov 08, 2013 | ARMOUR GREGORY MARK | SALE | 32.89 | 50K | 1.64M | 214.76K |
| Aug 12, 2013 | WAGONER G RICHARD JR | PURCHASE | 32.52 | 5K | 162.58K | 5K |
| May 10, 2013 | TAYLOR PHILIP | SALE | 33.78 | 140K | 4.73M | 306.94K |