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IVZ · V in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

IVZV
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • IVZ
  • V
0204060202120222023202420252026
Holders and value by quarter
QuarterIVZV
Q3 20205 holders, $485m55 holders, $62.2bn
Q4 20206 holders, $796m52 holders, $67.1bn
Q1 20215 holders, $1.1bn58 holders, $64.5bn
Q2 202112 holders, $1.2bn52 holders, $69.3bn
Q3 202112 holders, $1.3bn56 holders, $63.6bn
Q4 202112 holders, $1.6bn47 holders, $58.0bn
Q1 20228 holders, $1.7bn59 holders, $61.8bn
Q2 20226 holders, $1.1bn57 holders, $55.2bn
Q3 20229 holders, $967m57 holders, $50.7bn
Q4 20227 holders, $1.2bn54 holders, $59.4bn
Q1 202312 holders, $909m55 holders, $64.0bn
Q2 20236 holders, $743m54 holders, $65.2bn
Q3 20238 holders, $668m55 holders, $61.5bn
Q4 202314 holders, $981m48 holders, $68.6bn
Q1 202411 holders, $771m50 holders, $73.1bn
Q2 20249 holders, $735m45 holders, $69.5bn
Q3 202413 holders, $1.1bn47 holders, $70.5bn
Q4 202412 holders, $985m48 holders, $77.6bn
Q1 20259 holders, $814m43 holders, $83.5bn
Q2 20258 holders, $688m45 holders, $83.4bn
Q3 20259 holders, $1.1bn48 holders, $82.8bn
Q4 20258 holders, $1.1bn49 holders, $86.0bn
Q1 202611 holders, $1.4bn49 holders, $73.3bn
Q2 20269 holders, $1.3bn52 holders, $81.9bn
IVZ

Invesco LTD

Holders
14
Reported value
$981m
Buyers
11
Sellers
3

Breadth +8 among 93 comparable managers.

Other financial servicesFinancial services · L3VLUP
V

Visa Inc

Holders
48
Reported value
$68.6bn
Buyers
17
Sellers
29

Breadth -12 among 93 comparable managers.

Business and payment servicesFinancial services · L3VLUP

Who holds both, Q4 2023

Among the 52 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only IVZ (4)

Marshall Wace LLP, Point72 Asset Management LP, Trian Fund Management LP, Voloridge Investment Management LLC

Only V (38)

Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, Artisan Partners LP, Baillie Gifford & Co, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, and 13 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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