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Security record · archived quarter

IVZ

Invesco Ltd. · Financial Services · Asset Management

32.72 +0.8% mkt cap $14.50B quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
147Tracked holders
0Δ holders
294.68MShares held
$7.74BReported value
+1New positions
−0Exits
Stable Conviction score 53/100 6 quarters of rising tracked shares ●●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -2.9% · net new positions +0.7%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 The Vanguard Group (passive) 52.97M +1.8% $1.39B 0.0% ▲ Add 3 SEC ↗
2 The Vanguard Group (passive) 52.97M +1.8% $1.39B 0.0% ▲ Add 3 SEC ↗
3 The Vanguard Group (passive) 52.97M +1.8% $1.39B 0.0% ▲ Add 3 SEC ↗
4 The Vanguard Group (passive) 52.97M +1.8% $1.39B 0.0% ▲ Add 3 SEC ↗
5 The Vanguard Group (passive) 52.97M +1.8% $1.39B 0.0% ▲ Add 3 SEC ↗
6 BlackRock (passive) 38.96M +3.3% $1.02B 0.0% ▲ Add 3 SEC ↗
7 BlackRock (passive) 38.96M +3.3% $1.02B 0.0% ▲ Add 3 SEC ↗
8 BlackRock (passive) 38.96M +3.3% $1.02B 0.0% ▲ Add 3 SEC ↗
9 BlackRock (passive) 38.96M +3.3% $1.02B 0.0% ▲ Add 3 SEC ↗
10 BlackRock (passive) 38.96M +3.3% $1.02B 0.0% ▲ Add 3 SEC ↗
11 BlackRock (passive) 38.96M +3.3% $1.02B 0.0% ▲ Add 3 SEC ↗
12 BlackRock (passive) 38.96M +3.3% $1.02B 0.0% ▲ Add 3 SEC ↗
13 BlackRock (passive) 38.96M +3.3% $1.02B 0.0% ▲ Add 3 SEC ↗
14 BlackRock (passive) 38.96M +3.3% $1.02B 0.0% ▲ Add 3 SEC ↗
15 BlackRock (passive) 38.96M +3.3% $1.02B 0.0% ▲ Add 3 SEC ↗
16 BlackRock (passive) 38.96M +3.3% $1.02B 0.0% ▲ Add 3 SEC ↗
17 BlackRock (passive) 38.96M +3.3% $1.02B 0.0% ▲ Add 3 SEC ↗
18 BlackRock (passive) 38.96M +3.3% $1.02B 0.0% ▲ Add 3 SEC ↗
19 BlackRock (passive) 38.96M +3.3% $1.02B 0.0% ▲ Add 3 SEC ↗
20 BlackRock (passive) 38.96M +3.3% $1.02B 0.0% ▲ Add 3 SEC ↗
21 BlackRock (passive) 38.96M +3.3% $1.02B 0.0% ▲ Add 3 SEC ↗
22 BlackRock (passive) 38.96M +3.3% $1.02B 0.0% ▲ Add 3 SEC ↗
23 BlackRock (passive) 38.96M +3.3% $1.02B 0.0% ▲ Add 3 SEC ↗
24 BlackRock (passive) 38.96M +3.3% $1.02B 0.0% ▲ Add 3 SEC ↗
25 BlackRock (passive) 38.96M +3.3% $1.02B 0.0% ▲ Add 3 SEC ↗
26 BlackRock (passive) 38.96M +3.3% $1.02B 0.0% ▲ Add 3 SEC ↗
27 State Street Global Advisors (passive) 21.54M +0.1% $565.89M 0.0% ▲ Add 5 SEC ↗
28 Dimensional Fund Advisors Lp 20.76M $545.49M 0.1% n/c 1 SEC ↗
29 Dimensional Fund Advisors Lp 20.76M $545.49M 0.1% n/c 1 SEC ↗
30 Dimensional Fund Advisors Lp 20.76M $545.49M 0.1% n/c 1 SEC ↗
31 Dimensional Fund Advisors Lp 20.76M $545.49M 0.1% n/c 1 SEC ↗
32 Dimensional Fund Advisors Lp 20.76M $545.49M 0.1% n/c 1 SEC ↗
33 Millennium Management 13.88M +7.9% $364.70M 0.3% ▲ Add 7 SEC ↗
34 Geode Capital Management (passive) 10.93M -2.5% $286.47M 0.0% ▼ Trim 7 SEC ↗
35 Geode Capital Management (passive) 10.93M -2.5% $286.47M 0.0% ▼ Trim 7 SEC ↗
36 AQR Capital Management 8.88M -9.5% $233.35M 0.1% ▼ Trim 7 SEC ↗
37 AQR Capital Management 8.88M -9.5% $233.35M 0.1% ▼ Trim 7 SEC ↗
38 AQR Capital Management 8.88M -9.5% $233.35M 0.1% ▼ Trim 7 SEC ↗
39 AQR Capital Management 8.88M -9.5% $233.35M 0.1% ▼ Trim 7 SEC ↗
40 AQR Capital Management 8.88M -9.5% $233.35M 0.1% ▼ Trim 7 SEC ↗
41 AQR Capital Management 8.88M -9.5% $233.35M 0.1% ▼ Trim 7 SEC ↗
42 AQR Capital Management 8.88M -9.5% $233.35M 0.1% ▼ Trim 7 SEC ↗
43 Invesco Ltd. 8.77M $230.39M 0.0% n/c 1 SEC ↗
44 Invesco Ltd. 8.77M $230.39M 0.0% n/c 1 SEC ↗
45 Invesco Ltd. 8.77M $230.39M 0.0% n/c 1 SEC ↗
46 Invesco Ltd. 8.77M $230.39M 0.0% n/c 1 SEC ↗
47 Invesco Ltd. 8.77M $230.39M 0.0% n/c 1 SEC ↗
48 Invesco Ltd. 8.77M $230.39M 0.0% n/c 1 SEC ↗
49 Invesco Ltd. 8.77M $230.39M 0.0% n/c 1 SEC ↗
50 Morgan Stanley 7.34M -3.8% $192.79M 0.0% ▼ Trim 2 SEC ↗
51 Morgan Stanley 7.34M -3.8% $192.79M 0.0% ▼ Trim 2 SEC ↗
52 Morgan Stanley 7.34M -3.8% $192.79M 0.0% ▼ Trim 2 SEC ↗
53 Morgan Stanley 7.34M -3.8% $192.79M 0.0% ▼ Trim 2 SEC ↗
54 Morgan Stanley 7.34M -3.8% $192.79M 0.0% ▼ Trim 2 SEC ↗
55 Morgan Stanley 7.34M -3.8% $192.79M 0.0% ▼ Trim 2 SEC ↗
56 Morgan Stanley 7.34M -3.8% $192.79M 0.0% ▼ Trim 2 SEC ↗
57 Morgan Stanley 7.34M -3.8% $192.79M 0.0% ▼ Trim 2 SEC ↗
58 Morgan Stanley 7.34M -3.8% $192.79M 0.0% ▼ Trim 2 SEC ↗
59 Morgan Stanley 7.34M -3.8% $192.79M 0.0% ▼ Trim 2 SEC ↗
60 Morgan Stanley 7.34M -3.8% $192.79M 0.0% ▼ Trim 2 SEC ↗
61 Morgan Stanley 7.34M -3.8% $192.79M 0.0% ▼ Trim 2 SEC ↗
62 Morgan Stanley 7.34M -3.8% $192.79M 0.0% ▼ Trim 2 SEC ↗
63 T. Rowe Price 6.73M +368.4% $176.78M 0.0% ▲ Add 7 SEC ↗
64 T. Rowe Price 6.73M +368.4% $176.78M 0.0% ▲ Add 7 SEC ↗
65 Goldman Sachs Group 6.42M +3.3% $168.78M 0.0% ▲ Add 2 SEC ↗
66 Goldman Sachs Group 6.42M +3.3% $168.78M 0.0% ▲ Add 2 SEC ↗
67 Goldman Sachs Group 6.42M +3.3% $168.78M 0.0% ▲ Add 2 SEC ↗
68 Goldman Sachs Group 6.42M +3.3% $168.78M 0.0% ▲ Add 2 SEC ↗
69 Northern Trust Corp 6.01M $157.83M 0.0% n/c 1 SEC ↗
70 Northern Trust Corp 6.01M $157.83M 0.0% n/c 1 SEC ↗
71 Northern Trust Corp 6.01M $157.83M 0.0% n/c 1 SEC ↗
72 Northern Trust Corp 6.01M $157.83M 0.0% n/c 1 SEC ↗
73 Northern Trust Corp 6.01M $157.83M 0.0% n/c 1 SEC ↗
74 Northern Trust Corp 6.01M $157.83M 0.0% n/c 1 SEC ↗
75 Northern Trust Corp 6.01M $157.83M 0.0% n/c 1 SEC ↗
76 Northern Trust Corp 6.01M $157.83M 0.0% n/c 1 SEC ↗
77 Northern Trust Corp 6.01M $157.83M 0.0% n/c 1 SEC ↗
78 Fisher Asset Management 5.51M +6.0% $144.71M 0.0% ▲ Add 7 SEC ↗
79 Alliancebernstein L.P. 4.81M $126.31M 0.0% n/c 1 SEC ↗
80 Charles Schwab Investment… 4.38M $114.97M 0.0% n/c 1 SEC ↗
81 Norges Bank (passive) 3.90M New $102.52M 0.0% New 1 SEC ↗
82 Bank of New York Mellon Corp 3.25M $85.37M 0.0% n/c 1 SEC ↗
83 Bank of New York Mellon Corp 3.25M $85.37M 0.0% n/c 1 SEC ↗
84 Bank of New York Mellon Corp 3.25M $85.37M 0.0% n/c 1 SEC ↗
85 Bank of New York Mellon Corp 3.25M $85.37M 0.0% n/c 1 SEC ↗
86 Bank of New York Mellon Corp 3.25M $85.37M 0.0% n/c 1 SEC ↗
87 Bank of New York Mellon Corp 3.25M $85.37M 0.0% n/c 1 SEC ↗
88 Bank of New York Mellon Corp 3.25M $85.37M 0.0% n/c 1 SEC ↗
89 Bank of New York Mellon Corp 3.25M $85.37M 0.0% n/c 1 SEC ↗
90 Bank of New York Mellon Corp 3.25M $85.37M 0.0% n/c 1 SEC ↗
91 Bank of New York Mellon Corp 3.25M $85.37M 0.0% n/c 1 SEC ↗
92 Bank of New York Mellon Corp 3.25M $85.37M 0.0% n/c 1 SEC ↗
93 Bank of New York Mellon Corp 3.25M $85.37M 0.0% n/c 1 SEC ↗
94 Bank of New York Mellon Corp 3.25M $85.37M 0.0% n/c 1 SEC ↗
95 Bank of New York Mellon Corp 3.25M $85.37M 0.0% n/c 1 SEC ↗
96 Bank of New York Mellon Corp 3.25M $85.37M 0.0% n/c 1 SEC ↗
97 Bank of New York Mellon Corp 3.25M $85.37M 0.0% n/c 1 SEC ↗
98 Bank of New York Mellon Corp 3.25M $85.37M 0.0% n/c 1 SEC ↗
99 Nomura Asset Management… 3.15M $82.78M 0.1% n/c 1 SEC ↗
100 Trian Fund Management 2.97M -79.7% $78.05M 2.0% ▼ Trim 7 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Norges Bank $102.52M 0.0%

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: Q4 2025 · Methodology · Get this via the API