IVZ
Invesco Ltd. · Financial Services · Asset Management
Momentum inputs (comparable managers):
holder breadth -4.3% ·
share flow +1.8% ·
net new positions -9.1%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 145 | +2 | 281.05M | $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 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 52.02M | +1.1% | $1.19B | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (passive) | 37.71M | -16.6% | $864.96M | 0.0% | ▼ Trim | 2 | SEC ↗ ×21 |
| 3 | State Street Global Advisors ✦ (passive) | 21.52M | -3.3% | $493.73M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Trian Fund Management ✦ | 14.63M | 0.0% | $335.58M | 8.2% | Held | 6 | SEC ↗ |
| 5 | Millennium Management ✦ | 12.87M | +781.0% | $295.19M | 0.2% | ▲ Add | 6 | SEC ↗ |
| 6 | Geode Capital Management ✦ (passive) | 11.20M | +0.9% | $256.51M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 7 | AQR Capital Management ✦ | 9.82M | -15.4% | $225.25M | 0.1% | ▼ Trim | 6 | SEC ↗ ×6 |
| 8 | Morgan Stanley ✦ | 7.63M | — | $175.08M | 0.0% | n/c | 1 | SEC ↗ ×13 |
| 9 | Goldman Sachs Group ✦ | 6.22M | — | $142.67M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 10 | Fisher Asset Management ✦ | 5.20M | +5.2% | $119.24M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 4.98M | +22.7% | $114.27M | 0.1% | ▲ Add | 6 | SEC ↗ ×2 |
| 12 | JPMorgan Chase ✦ | 2.74M | — | $62.93M | 0.0% | n/c | 1 | SEC ↗ ×24 |
| 13 | T. Rowe Price ✦ | 1.44M | +16.1% | $32.95M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 14 | Arrowstreet Capital ✦ | 1.43M | -11.1% | $32.74M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 15 | Point72 Asset Management ✦ | 1.19M | +17.1% | $27.21M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 16 | D. E. Shaw & Co. ✦ | 754.05K | +84.7% | $17.30M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 17 | Fidelity (FMR) ✦ | 413.21K | +12.9% | $9.48M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 18 | Adage Capital Partners ✦ | 307.02K | +380.2% | $7.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Two Sigma Investments ✦ | 267.13K | +129.0% | $6.13M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 20 | Wellington Management ✦ | 226.53K | +512.7% | $5.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Bridgewater Associates ✦ | 46.47K | New | $1.07M | 0.0% | New | 1 | SEC ↗ |
| 22 | Gotham Asset Management ✦ | 12.77K | +1.8% | $292,875 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Bridgewater Associates | $1.07M | 0.0% |
Exited
| Norges Bank | $51.84M | was 0.0% |
| Marshall Wace | $10.29M | was 0.0% |
| Renaissance Technologies | $6.98M | 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