Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads — coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.

Dark mode

🧭 Guided View
New to markets — prices, yields, YTD, market cap? We explain every term as you browse, in plain English. Same data, with the help built in.

⚡ Expert View
You already know the market. Just the data — clean, fast and compact, with no extra explanations. This is the default view.

Interface language
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
145Tracked holders
-2Δ holders
280.11MShares held
$6.81BReported value
+3New positions
−6Exits
Stable Conviction score 39/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -1.4% · share flow +5.3% · net new positions -2.1%formula
Concentrated accumulation — rising shares among fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

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 · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock (passive) 38.75M -0.5% $941.18M 0.0% ▼ Trim 4 SEC ↗
2 BlackRock (passive) 38.75M -0.5% $941.18M 0.0% ▼ Trim 4 SEC ↗
3 BlackRock (passive) 38.75M -0.5% $941.18M 0.0% ▼ Trim 4 SEC ↗
4 BlackRock (passive) 38.75M -0.5% $941.18M 0.0% ▼ Trim 4 SEC ↗
5 BlackRock (passive) 38.75M -0.5% $941.18M 0.0% ▼ Trim 4 SEC ↗
6 BlackRock (passive) 38.75M -0.5% $941.18M 0.0% ▼ Trim 4 SEC ↗
7 BlackRock (passive) 38.75M -0.5% $941.18M 0.0% ▼ Trim 4 SEC ↗
8 BlackRock (passive) 38.75M -0.5% $941.18M 0.0% ▼ Trim 4 SEC ↗
9 BlackRock (passive) 38.75M -0.5% $941.18M 0.0% ▼ Trim 4 SEC ↗
10 BlackRock (passive) 38.75M -0.5% $941.18M 0.0% ▼ Trim 4 SEC ↗
11 BlackRock (passive) 38.75M -0.5% $941.18M 0.0% ▼ Trim 4 SEC ↗
12 BlackRock (passive) 38.75M -0.5% $941.18M 0.0% ▼ Trim 4 SEC ↗
13 BlackRock (passive) 38.75M -0.5% $941.18M 0.0% ▼ Trim 4 SEC ↗
14 BlackRock (passive) 38.75M -0.5% $941.18M 0.0% ▼ Trim 4 SEC ↗
15 BlackRock (passive) 38.75M -0.5% $941.18M 0.0% ▼ Trim 4 SEC ↗
16 BlackRock (passive) 38.75M -0.5% $941.18M 0.0% ▼ Trim 4 SEC ↗
17 BlackRock (passive) 38.75M -0.5% $941.18M 0.0% ▼ Trim 4 SEC ↗
18 BlackRock (passive) 38.75M -0.5% $941.18M 0.0% ▼ Trim 4 SEC ↗
19 BlackRock (passive) 38.75M -0.5% $941.18M 0.0% ▼ Trim 4 SEC ↗
20 BlackRock (passive) 38.75M -0.5% $941.18M 0.0% ▼ Trim 4 SEC ↗
21 BlackRock (passive) 38.75M -0.5% $941.18M 0.0% ▼ Trim 4 SEC ↗
22 Vanguard Capital Management Llc 27.97M $679.27M 0.0% n/c 1 SEC ↗
23 Millennium Management 21.65M +55.9% $525.85M 0.4% ▲ Add 8 SEC ↗
24 Dimensional Fund Advisors Lp 21.36M +2.9% $518.84M 0.1% ▲ Add 2 SEC ↗
25 Dimensional Fund Advisors Lp 21.36M +2.9% $518.84M 0.1% ▲ Add 2 SEC ↗
26 Dimensional Fund Advisors Lp 21.36M +2.9% $518.84M 0.1% ▲ Add 2 SEC ↗
27 Dimensional Fund Advisors Lp 21.36M +2.9% $518.84M 0.1% ▲ Add 2 SEC ↗
28 Dimensional Fund Advisors Lp 21.36M +2.9% $518.84M 0.1% ▲ Add 2 SEC ↗
29 State Street Global Advisors (passive) 16.71M -22.4% $405.77M 0.0% ▼ Trim 6 SEC ↗
30 Geode Capital Management (passive) 12.84M +17.5% $311.42M 0.0% ▲ Add 8 SEC ↗
31 Geode Capital Management (passive) 12.84M +17.5% $311.42M 0.0% ▲ Add 8 SEC ↗
32 AQR Capital Management 12.52M +41.0% $299.58M 0.1% ▲ Add 8 SEC ↗
33 AQR Capital Management 12.52M +41.0% $299.58M 0.1% ▲ Add 8 SEC ↗
34 AQR Capital Management 12.52M +41.0% $299.58M 0.1% ▲ Add 8 SEC ↗
35 AQR Capital Management 12.52M +41.0% $299.58M 0.1% ▲ Add 8 SEC ↗
36 AQR Capital Management 12.52M +41.0% $299.58M 0.1% ▲ Add 8 SEC ↗
37 AQR Capital Management 12.52M +41.0% $299.58M 0.1% ▲ Add 8 SEC ↗
38 AQR Capital Management 12.52M +41.0% $299.58M 0.1% ▲ Add 8 SEC ↗
39 AQR Capital Management 12.52M +41.0% $299.58M 0.1% ▲ Add 8 SEC ↗
40 AQR Capital Management 12.52M +41.0% $299.58M 0.1% ▲ Add 8 SEC ↗
41 T. Rowe Price 12.12M +80.1% $294.34M 0.0% ▲ Add 8 SEC ↗
42 T. Rowe Price 12.12M +80.1% $294.34M 0.0% ▲ Add 8 SEC ↗
43 Invesco Ltd. 10.56M +20.4% $256.45M 0.0% ▲ Add 2 SEC ↗
44 Invesco Ltd. 10.56M +20.4% $256.45M 0.0% ▲ Add 2 SEC ↗
45 Invesco Ltd. 10.56M +20.4% $256.45M 0.0% ▲ Add 2 SEC ↗
46 Invesco Ltd. 10.56M +20.4% $256.45M 0.0% ▲ Add 2 SEC ↗
47 Invesco Ltd. 10.56M +20.4% $256.45M 0.0% ▲ Add 2 SEC ↗
48 Invesco Ltd. 10.56M +20.4% $256.45M 0.0% ▲ Add 2 SEC ↗
49 Invesco Ltd. 10.56M +20.4% $256.45M 0.0% ▲ Add 2 SEC ↗
50 Goldman Sachs Group 10.54M +64.1% $256.11M 0.0% ▲ Add 3 SEC ↗
51 Goldman Sachs Group 10.54M +64.1% $256.11M 0.0% ▲ Add 3 SEC ↗
52 Goldman Sachs Group 10.54M +64.1% $256.11M 0.0% ▲ Add 3 SEC ↗
53 Goldman Sachs Group 10.54M +64.1% $256.11M 0.0% ▲ Add 3 SEC ↗
54 Goldman Sachs Group 10.54M +64.1% $256.11M 0.0% ▲ Add 3 SEC ↗
55 Goldman Sachs Group 10.54M +64.1% $256.11M 0.0% ▲ Add 3 SEC ↗
56 Morgan Stanley 7.97M +8.6% $193.58M 0.0% ▲ Add 3 SEC ↗
57 Morgan Stanley 7.97M +8.6% $193.58M 0.0% ▲ Add 3 SEC ↗
58 Morgan Stanley 7.97M +8.6% $193.58M 0.0% ▲ Add 3 SEC ↗
59 Morgan Stanley 7.97M +8.6% $193.58M 0.0% ▲ Add 3 SEC ↗
60 Morgan Stanley 7.97M +8.6% $193.58M 0.0% ▲ Add 3 SEC ↗
61 Morgan Stanley 7.97M +8.6% $193.58M 0.0% ▲ Add 3 SEC ↗
62 Morgan Stanley 7.97M +8.6% $193.58M 0.0% ▲ Add 3 SEC ↗
63 Morgan Stanley 7.97M +8.6% $193.58M 0.0% ▲ Add 3 SEC ↗
64 Morgan Stanley 7.97M +8.6% $193.58M 0.0% ▲ Add 3 SEC ↗
65 Morgan Stanley 7.97M +8.6% $193.58M 0.0% ▲ Add 3 SEC ↗
66 Morgan Stanley 7.97M +8.6% $193.58M 0.0% ▲ Add 3 SEC ↗
67 Morgan Stanley 7.97M +8.6% $193.58M 0.0% ▲ Add 3 SEC ↗
68 Morgan Stanley 7.97M +8.6% $193.58M 0.0% ▲ Add 3 SEC ↗
69 Morgan Stanley 7.97M +8.6% $193.58M 0.0% ▲ Add 3 SEC ↗
70 Northern Trust Corp 6.01M 0.0% $145.91M 0.0% ▼ Trim 2 SEC ↗
71 Northern Trust Corp 6.01M 0.0% $145.91M 0.0% ▼ Trim 2 SEC ↗
72 Northern Trust Corp 6.01M 0.0% $145.91M 0.0% ▼ Trim 2 SEC ↗
73 Northern Trust Corp 6.01M 0.0% $145.91M 0.0% ▼ Trim 2 SEC ↗
74 Northern Trust Corp 6.01M 0.0% $145.91M 0.0% ▼ Trim 2 SEC ↗
75 Northern Trust Corp 6.01M 0.0% $145.91M 0.0% ▼ Trim 2 SEC ↗
76 Northern Trust Corp 6.01M 0.0% $145.91M 0.0% ▼ Trim 2 SEC ↗
77 Northern Trust Corp 6.01M 0.0% $145.91M 0.0% ▼ Trim 2 SEC ↗
78 Alliancebernstein L.P. 4.82M +0.1% $126.49M 0.0% ▲ Add 2 SEC ↗
79 Charles Schwab Investment… 4.45M +1.6% $108.01M 0.0% ▲ Add 2 SEC ↗
80 Nomura Asset Management… 3.52M +11.8% $85.59M 0.1% ▲ Add 2 SEC ↗
81 Bank of New York Mellon Corp 3.43M +5.6% $83.36M 0.0% ▲ Add 2 SEC ↗
82 Bank of New York Mellon Corp 3.43M +5.6% $83.36M 0.0% ▲ Add 2 SEC ↗
83 Bank of New York Mellon Corp 3.43M +5.6% $83.36M 0.0% ▲ Add 2 SEC ↗
84 Bank of New York Mellon Corp 3.43M +5.6% $83.36M 0.0% ▲ Add 2 SEC ↗
85 Bank of New York Mellon Corp 3.43M +5.6% $83.36M 0.0% ▲ Add 2 SEC ↗
86 Bank of New York Mellon Corp 3.43M +5.6% $83.36M 0.0% ▲ Add 2 SEC ↗
87 Bank of New York Mellon Corp 3.43M +5.6% $83.36M 0.0% ▲ Add 2 SEC ↗
88 Bank of New York Mellon Corp 3.43M +5.6% $83.36M 0.0% ▲ Add 2 SEC ↗
89 Bank of New York Mellon Corp 3.43M +5.6% $83.36M 0.0% ▲ Add 2 SEC ↗
90 Bank of New York Mellon Corp 3.43M +5.6% $83.36M 0.0% ▲ Add 2 SEC ↗
91 Bank of New York Mellon Corp 3.43M +5.6% $83.36M 0.0% ▲ Add 2 SEC ↗
92 Bank of New York Mellon Corp 3.43M +5.6% $83.36M 0.0% ▲ Add 2 SEC ↗
93 Bank of New York Mellon Corp 3.43M +5.6% $83.36M 0.0% ▲ Add 2 SEC ↗
94 Bank of New York Mellon Corp 3.43M +5.6% $83.36M 0.0% ▲ Add 2 SEC ↗
95 Bank of New York Mellon Corp 3.43M +5.6% $83.36M 0.0% ▲ Add 2 SEC ↗
96 Bank of New York Mellon Corp 3.43M +5.6% $83.36M 0.0% ▲ Add 2 SEC ↗
97 Bank of New York Mellon Corp 3.43M +5.6% $83.36M 0.0% ▲ Add 2 SEC ↗
98 Trian Fund Management 2.97M 0.0% $72.16M 1.9% Held 8 SEC ↗
99 D. E. Shaw & Co. 2.97M +191.7% $72.16M 0.1% ▲ Add 8 SEC ↗
100 D. E. Shaw & Co. 2.97M +191.7% $72.16M 0.1% ▲ Add 8 SEC ↗

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

New buyers

No new tracked buyers this quarter.

Exited

Norges Bank $102.52M was 0.0%
Hotchkis & Wiley Capital… $8.22M was 0.0%
IMC-Chicago, LLC $4.42M was 0.1%
Cibc World Market Inc. $2.99M was 0.0%
Bridgewater Associates $735,954 was 0.0%
Balyasny Asset Management L.P. $663,107 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: Q1 2026 · Methodology · Get this via the API