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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
145Tracked holders
+2Δ holders
281.04MShares held
$7.41BReported value
+8New positions
−5Exits
Stable Conviction score 42/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +1.4% · share flow -1.2% · net new positions +2.1%formula
Ownership fragmentation — more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 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 · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock (passive) 38.71M -0.1% $1.02B 0.0% ▼ Trim 5 SEC ↗
2 BlackRock (passive) 38.71M -0.1% $1.02B 0.0% ▼ Trim 5 SEC ↗
3 BlackRock (passive) 38.71M -0.1% $1.02B 0.0% ▼ Trim 5 SEC ↗
4 BlackRock (passive) 38.71M -0.1% $1.02B 0.0% ▼ Trim 5 SEC ↗
5 BlackRock (passive) 38.71M -0.1% $1.02B 0.0% ▼ Trim 5 SEC ↗
6 BlackRock (passive) 38.71M -0.1% $1.02B 0.0% ▼ Trim 5 SEC ↗
7 BlackRock (passive) 38.71M -0.1% $1.02B 0.0% ▼ Trim 5 SEC ↗
8 BlackRock (passive) 38.71M -0.1% $1.02B 0.0% ▼ Trim 5 SEC ↗
9 BlackRock (passive) 38.71M -0.1% $1.02B 0.0% ▼ Trim 5 SEC ↗
10 BlackRock (passive) 38.71M -0.1% $1.02B 0.0% ▼ Trim 5 SEC ↗
11 BlackRock (passive) 38.71M -0.1% $1.02B 0.0% ▼ Trim 5 SEC ↗
12 BlackRock (passive) 38.71M -0.1% $1.02B 0.0% ▼ Trim 5 SEC ↗
13 BlackRock (passive) 38.71M -0.1% $1.02B 0.0% ▼ Trim 5 SEC ↗
14 BlackRock (passive) 38.71M -0.1% $1.02B 0.0% ▼ Trim 5 SEC ↗
15 BlackRock (passive) 38.71M -0.1% $1.02B 0.0% ▼ Trim 5 SEC ↗
16 BlackRock (passive) 38.71M -0.1% $1.02B 0.0% ▼ Trim 5 SEC ↗
17 BlackRock (passive) 38.71M -0.1% $1.02B 0.0% ▼ Trim 5 SEC ↗
18 BlackRock (passive) 38.71M -0.1% $1.02B 0.0% ▼ Trim 5 SEC ↗
19 BlackRock (passive) 38.71M -0.1% $1.02B 0.0% ▼ Trim 5 SEC ↗
20 BlackRock (passive) 38.71M -0.1% $1.02B 0.0% ▼ Trim 5 SEC ↗
21 BlackRock (passive) 38.71M -0.1% $1.02B 0.0% ▼ Trim 5 SEC ↗
22 Vanguard Capital Management Llc 28.10M +0.5% $741.67M 0.0% ▲ Add 2 SEC ↗
23 Dimensional Fund Advisors Lp 21.72M +1.7% $573.11M 0.1% ▲ Add 3 SEC ↗
24 Dimensional Fund Advisors Lp 21.72M +1.7% $573.11M 0.1% ▲ Add 3 SEC ↗
25 Dimensional Fund Advisors Lp 21.72M +1.7% $573.11M 0.1% ▲ Add 3 SEC ↗
26 Dimensional Fund Advisors Lp 21.72M +1.7% $573.11M 0.1% ▲ Add 3 SEC ↗
27 Dimensional Fund Advisors Lp 21.72M +1.7% $573.11M 0.1% ▲ Add 3 SEC ↗
28 State Street Global Advisors (passive) 16.79M +0.5% $443.17M 0.0% ▲ Add 7 SEC ↗
29 Millennium Management 15.69M -27.5% $414.05M 0.3% ▼ Trim 9 SEC ↗
30 AQR Capital Management 12.60M +0.6% $332.62M 0.1% ▲ Add 9 SEC ↗
31 AQR Capital Management 12.60M +0.6% $332.62M 0.1% ▲ Add 9 SEC ↗
32 AQR Capital Management 12.60M +0.6% $332.62M 0.1% ▲ Add 9 SEC ↗
33 AQR Capital Management 12.60M +0.6% $332.62M 0.1% ▲ Add 9 SEC ↗
34 AQR Capital Management 12.60M +0.6% $332.62M 0.1% ▲ Add 9 SEC ↗
35 AQR Capital Management 12.60M +0.6% $332.62M 0.1% ▲ Add 9 SEC ↗
36 AQR Capital Management 12.60M +0.6% $332.62M 0.1% ▲ Add 9 SEC ↗
37 AQR Capital Management 12.60M +0.6% $332.62M 0.1% ▲ Add 9 SEC ↗
38 AQR Capital Management 12.60M +0.6% $332.62M 0.1% ▲ Add 9 SEC ↗
39 Geode Capital Management (passive) 12.50M -2.6% $329.39M 0.0% ▼ Trim 9 SEC ↗
40 Geode Capital Management (passive) 12.50M -2.6% $329.39M 0.0% ▼ Trim 9 SEC ↗
41 Goldman Sachs Group 11.15M +5.7% $294.23M 0.0% ▲ Add 4 SEC ↗
42 Goldman Sachs Group 11.15M +5.7% $294.23M 0.0% ▲ Add 4 SEC ↗
43 Goldman Sachs Group 11.15M +5.7% $294.23M 0.0% ▲ Add 4 SEC ↗
44 Goldman Sachs Group 11.15M +5.7% $294.23M 0.0% ▲ Add 4 SEC ↗
45 Goldman Sachs Group 11.15M +5.7% $294.23M 0.0% ▲ Add 4 SEC ↗
46 Goldman Sachs Group 11.15M +5.7% $294.23M 0.0% ▲ Add 4 SEC ↗
47 T. Rowe Price 10.62M -12.4% $280.18M 0.0% ▼ Trim 9 SEC ↗
48 T. Rowe Price 10.62M -12.4% $280.18M 0.0% ▼ Trim 9 SEC ↗
49 Invesco Ltd. 9.31M -11.8% $245.67M 0.0% ▼ Trim 3 SEC ↗
50 Invesco Ltd. 9.31M -11.8% $245.67M 0.0% ▼ Trim 3 SEC ↗
51 Invesco Ltd. 9.31M -11.8% $245.67M 0.0% ▼ Trim 3 SEC ↗
52 Invesco Ltd. 9.31M -11.8% $245.67M 0.0% ▼ Trim 3 SEC ↗
53 Invesco Ltd. 9.31M -11.8% $245.67M 0.0% ▼ Trim 3 SEC ↗
54 Morgan Stanley 8.79M +10.3% $232.06M 0.0% ▲ Add 4 SEC ↗
55 Morgan Stanley 8.79M +10.3% $232.06M 0.0% ▲ Add 4 SEC ↗
56 Morgan Stanley 8.79M +10.3% $232.06M 0.0% ▲ Add 4 SEC ↗
57 Morgan Stanley 8.79M +10.3% $232.06M 0.0% ▲ Add 4 SEC ↗
58 Morgan Stanley 8.79M +10.3% $232.06M 0.0% ▲ Add 4 SEC ↗
59 Morgan Stanley 8.79M +10.3% $232.06M 0.0% ▲ Add 4 SEC ↗
60 Morgan Stanley 8.79M +10.3% $232.06M 0.0% ▲ Add 4 SEC ↗
61 Morgan Stanley 8.79M +10.3% $232.06M 0.0% ▲ Add 4 SEC ↗
62 Morgan Stanley 8.79M +10.3% $232.06M 0.0% ▲ Add 4 SEC ↗
63 Morgan Stanley 8.79M +10.3% $232.06M 0.0% ▲ Add 4 SEC ↗
64 Morgan Stanley 8.79M +10.3% $232.06M 0.0% ▲ Add 4 SEC ↗
65 Morgan Stanley 8.79M +10.3% $232.06M 0.0% ▲ Add 4 SEC ↗
66 Morgan Stanley 8.79M +10.3% $232.06M 0.0% ▲ Add 4 SEC ↗
67 Morgan Stanley 8.79M +10.3% $232.06M 0.0% ▲ Add 4 SEC ↗
68 Northern Trust Corp 6.06M +0.9% $159.92M 0.0% ▲ Add 3 SEC ↗
69 Northern Trust Corp 6.06M +0.9% $159.92M 0.0% ▲ Add 3 SEC ↗
70 Northern Trust Corp 6.06M +0.9% $159.92M 0.0% ▲ Add 3 SEC ↗
71 Northern Trust Corp 6.06M +0.9% $159.92M 0.0% ▲ Add 3 SEC ↗
72 Northern Trust Corp 6.06M +0.9% $159.92M 0.0% ▲ Add 3 SEC ↗
73 Northern Trust Corp 6.06M +0.9% $159.92M 0.0% ▲ Add 3 SEC ↗
74 Northern Trust Corp 6.06M +0.9% $159.92M 0.0% ▲ Add 3 SEC ↗
75 Northern Trust Corp 6.06M +0.9% $159.92M 0.0% ▲ Add 3 SEC ↗
76 Qube Research & Technologies Ltd 5.35M +106.9% $141.15M 0.2% ▲ Add 3 SEC ↗
77 Norges Bank (passive) 5.21M New $137.51M 0.0% New 1 SEC ↗
78 Charles Schwab Investment… 4.40M -1.1% $116.12M 0.0% ▼ Trim 3 SEC ↗
79 Charles Schwab Investment… 4.40M -1.1% $116.12M 0.0% ▼ Trim 3 SEC ↗
80 Amundi 3.99M +283.1% $105.36M 0.0% ▲ Add 3 SEC ↗
81 Amundi 3.99M +283.1% $105.36M 0.0% ▲ Add 3 SEC ↗
82 Nomura Asset Management… 3.71M +5.2% $97.79M 0.1% ▲ Add 3 SEC ↗
83 D. E. Shaw & Co. 3.69M +24.1% $97.32M 0.1% ▲ Add 9 SEC ↗
84 D. E. Shaw & Co. 3.69M +24.1% $97.32M 0.1% ▲ Add 9 SEC ↗
85 Alliancebernstein L.P. 3.46M -28.1% $84.13M 0.0% ▼ Trim 3 SEC ↗
86 UBS Group AG 2.85M -1.1% $75.18M 0.0% ▼ Trim 3 SEC ↗
87 UBS Group AG 2.85M -1.1% $75.18M 0.0% ▼ Trim 3 SEC ↗
88 UBS Group AG 2.85M -1.1% $75.18M 0.0% ▼ Trim 3 SEC ↗
89 UBS Group AG 2.85M -1.1% $75.18M 0.0% ▼ Trim 3 SEC ↗
90 UBS Group AG 2.85M -1.1% $75.18M 0.0% ▼ Trim 3 SEC ↗
91 UBS Group AG 2.85M -1.1% $75.18M 0.0% ▼ Trim 3 SEC ↗
92 Barclays Plc 2.82M +17.5% $74.32M 0.0% ▲ Add 3 SEC ↗
93 Barclays Plc 2.82M +17.5% $74.32M 0.0% ▲ Add 3 SEC ↗
94 Barclays Plc 2.82M +17.5% $74.32M 0.0% ▲ Add 3 SEC ↗
95 Bank Of America Corp /De/ 2.25M -15.4% $59.26M 0.0% ▼ Trim 3 SEC ↗
96 Bank Of America Corp /De/ 2.25M -15.4% $59.26M 0.0% ▼ Trim 3 SEC ↗
97 Bank Of America Corp /De/ 2.25M -15.4% $59.26M 0.0% ▼ Trim 3 SEC ↗
98 Bank Of America Corp /De/ 2.25M -15.4% $59.26M 0.0% ▼ Trim 3 SEC ↗
99 Bank Of America Corp /De/ 2.25M -15.4% $59.26M 0.0% ▼ Trim 3 SEC ↗
100 Bank Of America Corp /De/ 2.25M -15.4% $59.26M 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

Norges Bank $137.51M 0.0%

Exited

Point72 Asset Management $38.94M was 0.1%
Alyeska Investment Group, L.P. $28.36M was 0.1%
Holocene Advisors, LP $6.59M was 0.0%
Simplex Trading, Llc $250,187 was 0.0%
Bank Of Nova Scotia $233,063 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: Q2 2026 · Methodology · Get this via the API