Security record · archived quarter
IVZ
Invesco Ltd. · Financial Services · Asset Management
15Tracked holders
—Δ holders
62.87MShares held
$940.19MReported value
+0New positions
−0Exits
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2024
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 145 | +2 | 281.04M | $7.41B | +8 | −5 |
| Q1 2026 | 145 | -2 | 280.11M | $6.81B | +3 | −6 |
| Q4 2025 | 147 | 0 | 294.68M | $7.74B | +1 | — |
| Q3 2025 | 22 | -1 | 192.62M | $4.42B | +1 | −3 |
| Q2 2025 | 21 | +1 | 175.97M | $2.77B | +2 | −1 |
| Q1 2025 | 17 | +1 | 88.78M | $1.34B | +2 | −1 |
| Q4 2024 | 16 | 0 | 87.97M | $1.54B | +1 | −1 |
| Q3 2024 | 15 | 0 | 64.84M | $1.14B | +1 | −1 |
| Q2 2024 | 15 | — | 62.87M | $940.19M | — | — |
Who holds it · Q2 2024
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Trian Fund Management ✦ | 27.22M | — | $407.27M | 9.9% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 10.16M | — | $151.73M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 10.16M | — | $151.73M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Millennium Management ✦ | 5.10M | — | $76.25M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Fisher Asset Management ✦ | 4.45M | — | $66.62M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Point72 Asset Management ✦ | 3.51M | — | $52.44M | 0.2% | n/c | 1 | SEC ↗ |
| 7 | AQR Capital Management ✦ | 2.36M | — | $35.27M | 0.1% | n/c | 1 | SEC ↗ |
| 8 | AQR Capital Management ✦ | 2.36M | — | $35.27M | 0.1% | n/c | 1 | SEC ↗ |
| 9 | AQR Capital Management ✦ | 2.36M | — | $35.27M | 0.1% | n/c | 1 | SEC ↗ |
| 10 | Two Sigma Investments ✦ | 2.19M | — | $32.73M | 0.1% | n/c | 1 | SEC ↗ |
| 11 | Norges Bank ✦ (passive) | 2.12M | — | $31.73M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | T. Rowe Price ✦ | 1.55M | — | $23.23M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | T. Rowe Price ✦ | 1.55M | — | $23.23M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 1.26M | — | $18.87M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 1.26M | — | $18.87M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Marshall Wace ✦ | 1.22M | — | $18.27M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Marshall Wace ✦ | 1.22M | — | $18.27M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Renaissance Technologies ✦ | 682.20K | — | $10.21M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | D. E. Shaw & Co. ✦ | 635.69K | — | $9.51M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | D. E. Shaw & Co. ✦ | 635.69K | — | $9.51M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Adage Capital Partners ✦ | 366.47K | — | $5.48M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Bridgewater Associates ✦ | 39.62K | — | $592,655 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 626 holders, 417.28M shares, $9.76B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2024 ·
Methodology ·
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