Security record · archived quarter
IVZ
Invesco Ltd. · Financial Services · Asset Management
16Tracked holders
0Δ holders
87.97MShares held
$1.54BReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +1.7% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 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 · Q4 2024
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Trian Fund Management ✦ | 23.17M | 0.0% | $405.07M | 10.4% | Held | 3 | SEC ↗ |
| 2 | State Street Global Advisors ✦ (passive) | 21.64M | — | $378.33M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 10.38M | +1.3% | $181.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 10.38M | +1.3% | $181.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | AQR Capital Management ✦ | 8.15M | +38.5% | $142.39M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 6 | AQR Capital Management ✦ | 8.15M | +38.5% | $142.39M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 7 | AQR Capital Management ✦ | 8.15M | +38.5% | $142.39M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 8 | AQR Capital Management ✦ | 8.15M | +38.5% | $142.39M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 9 | Millennium Management ✦ | 7.24M | -27.9% | $126.47M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 10 | Fisher Asset Management ✦ | 4.53M | -0.2% | $79.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Norges Bank ✦ (passive) | 3.29M | +37.9% | $57.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 2.87M | +409.6% | $50.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 2.87M | +409.6% | $50.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Two Sigma Investments ✦ | 2.33M | -14.0% | $40.79M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 15 | Point72 Asset Management ✦ | 2.04M | -36.5% | $35.68M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 16 | Arrowstreet Capital ✦ | 991.28K | +965.1% | $17.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | T. Rowe Price ✦ | 973.35K | +4.3% | $17.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | T. Rowe Price ✦ | 973.35K | +4.3% | $17.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Marshall Wace ✦ | 128.97K | +236.2% | $2.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Marshall Wace ✦ | 128.97K | +236.2% | $2.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | D. E. Shaw & Co. ✦ | 92.19K | -17.1% | $1.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Bridgewater Associates ✦ | 88.70K | New | $1.55M | 0.0% | New | 1 | SEC ↗ |
| 23 | Renaissance Technologies ✦ | 45.00K | -91.9% | $786,600 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Bridgewater Associates | $1.55M | 0.0% |
Exited
| Adage Capital Partners | $6.39M | 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: Q4 2024 ·
Methodology ·
Get this via the API