Security record · archived quarter
IVZ
Invesco Ltd. · Financial Services · Asset Management
15Tracked holders
0Δ holders
64.84MShares held
$1.14BReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +3.1% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 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 · Q3 2024
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Trian Fund Management ✦ | 23.17M | -14.9% | $406.93M | 10.5% | ▼ Trim | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 10.25M | +0.9% | $179.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 10.25M | +0.9% | $179.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Millennium Management ✦ | 10.03M | +96.7% | $176.09M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 5 | AQR Capital Management ✦ | 5.88M | +148.8% | $102.21M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 6 | AQR Capital Management ✦ | 5.88M | +148.8% | $102.21M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 7 | AQR Capital Management ✦ | 5.88M | +148.8% | $102.21M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 8 | Fisher Asset Management ✦ | 4.54M | +2.0% | $79.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Point72 Asset Management ✦ | 3.22M | -8.3% | $56.46M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 10 | Two Sigma Investments ✦ | 2.71M | +24.0% | $47.64M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 11 | Norges Bank ✦ (passive) | 2.38M | +12.4% | $41.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | T. Rowe Price ✦ | 932.82K | -39.9% | $16.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | T. Rowe Price ✦ | 932.82K | -39.9% | $16.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 563.49K | -55.3% | $9.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 563.49K | -55.3% | $9.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Renaissance Technologies ✦ | 554.30K | -18.8% | $9.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Adage Capital Partners ✦ | 364.17K | -0.6% | $6.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | D. E. Shaw & Co. ✦ | 111.19K | -82.5% | $1.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | D. E. Shaw & Co. ✦ | 111.19K | -82.5% | $1.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Arrowstreet Capital ✦ | 93.07K | New | $1.63M | 0.0% | New | 1 | SEC ↗ |
| 21 | Marshall Wace ✦ | 38.36K | -96.9% | $673,672 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Arrowstreet Capital | $1.63M | 0.0% |
Exited
| Bridgewater Associates | $592,655 | was 0.0% |
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: Q3 2024 ·
Methodology ·
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