MASSACHUSETTS MUTUAL LIFE INSURANCE CO IVZ — INVESCO LTD

Ownership history in MASSACHUSETTS MUTUAL LIFE INSURANCE CO  ·  8 quarters on record

AI Ownership Summary

MASSACHUSETTS MUTUAL LIFE INSURANCE CO reported INVESCO LTD (IVZ) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 91.14% in 2026 Q1. The latest visible filing shows IVZ at 90.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IVZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MASSACHUSETTS MUTUAL LIFE INSURANCE CO's position in INVESCO LTD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IVZ was reported at 90.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
91.14% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MASSACHUSETTS MUTUAL LIFE INSURANCE CO held IVZ — position size vs. price
% of Fund (quarterly)    IVZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 81,332,319 — 0% 90.22% $2.15B 2026-08-07 $31.37
2026 Q1 UNCHANGED — — — 81,332,319 — 0% 91.14% $1.98B 2026-04-28 $25.49
2025 Q4 UNCHANGED — — — 81,332,319 — 0% 88.11% $2.14B 2026-02-13 $26.14
2025 Q3 UNCHANGED — — — 81,332,319 — 0% 85.97% $1.87B 2025-11-04 $22.52
2025 Q2 UNCHANGED — — — 81,332,319 — 0% 83.44% $1.28B 2025-08-15 $20.47
2025 Q1 UNCHANGED — — — 81,332,319 — 0% 83.19% $1.23B 2025-05-14 $14.86
2024 Q4 REDUCED — — — 81,332,319 -20 -0.0% 79.57% $1.42B 2025-02-13 $17.25
2024 Q3 INITIATED — — — 81,332,339 — — 83.29% $1.43B 2024-11-15 $16.54

FAQ About MASSACHUSETTS MUTUAL LIFE INSURANCE CO and IVZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has MASSACHUSETTS MUTUAL LIFE INSURANCE CO reported owning IVZ?

MASSACHUSETTS MUTUAL LIFE INSURANCE CO reported IVZ across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported IVZ position in MASSACHUSETTS MUTUAL LIFE INSURANCE CO's portfolio?

The largest reported portfolio weight for IVZ was 91.14% in 2026 Q1.

What is the latest reported IVZ position on this page?

The most recent filing on this page is 2026 Q2, when MASSACHUSETTS MUTUAL LIFE INSURANCE CO reported 81,332,319 shares, equal to 90.22% of portfolio, with an estimated market value of $2.15B.

What does the chart on this IVZ ownership page compare?

The chart compares MASSACHUSETTS MUTUAL LIFE INSURANCE CO's quarterly IVZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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