IVZ
Invesco Ltd. · Financial Services · Asset Management
Momentum inputs (comparable managers):
holder breadth +5.0% ·
share flow -5.3% ·
net new positions +4.8%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 143 | +2 | 277.03M | $7.31B | +8 | −7 |
| 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 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 51.42M | — | $810.97M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (passive) | 45.24M | — | $713.42M | 0.0% | n/c | 1 | SEC ↗ ×22 |
| 3 | State Street Global Advisors ✦ (passive) | 22.26M | +1.5% | $351.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Trian Fund Management ✦ | 14.63M | -36.9% | $230.69M | 6.1% | ▼ Trim | 5 | SEC ↗ |
| 5 | AQR Capital Management ✦ | 11.61M | +5.3% | $182.49M | 0.2% | ▲ Add | 5 | SEC ↗ ×5 |
| 6 | Geode Capital Management ✦ (passive) | 11.11M | +0.8% | $174.82M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 7 | Fisher Asset Management ✦ | 4.94M | +4.1% | $77.89M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 4.06M | +0.8% | $64.02M | 0.1% | ▲ Add | 5 | SEC ↗ ×2 |
| 9 | Norges Bank ✦ (passive) | 3.29M | 0.0% | $51.84M | 0.0% | Held | 5 | SEC ↗ |
| 10 | Arrowstreet Capital ✦ | 1.61M | +12.5% | $25.32M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Millennium Management ✦ | 1.46M | -44.9% | $23.03M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 12 | T. Rowe Price ✦ | 1.24M | +0.8% | $19.52M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 13 | Point72 Asset Management ✦ | 1.01M | New | $15.97M | 0.0% | New | 1 | SEC ↗ |
| 14 | Marshall Wace ✦ | 652.30K | -74.6% | $10.29M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 15 | Renaissance Technologies ✦ | 442.60K | +187.6% | $6.98M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 16 | D. E. Shaw & Co. ✦ | 408.35K | -22.9% | $6.44M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 365.90K | — | $5.77M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 18 | Two Sigma Investments ✦ | 116.64K | -86.1% | $1.84M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 19 | Adage Capital Partners ✦ | 63.94K | -15.8% | $1.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Wellington Management ✦ | 36.97K | +34.1% | $583,048 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Gotham Asset Management ✦ | 12.54K | New | $197,724 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Point72 Asset Management | $15.97M | 0.0% |
| Gotham Asset Management | $197,724 | 0.0% |
Exited
| Bridgewater Associates | $1.08M | 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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Director · 3.00K sh · $97,320
Officer · 45.09K sh · $1.46M
Officer · 100.84K sh · $3.25M
Officer · 42.53K sh · $1.40M
Officer · 31.07K sh · $1.03M
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology