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IVZ in the 13F filings

Invesco LTD · CUSIP G491BT108

Sector · Other financial servicesTheme · Financial services· L3VLUP-defined
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Dec 2024
the date the book describes
Filed
14 Feb 2025
latest of these filings; the earliest 11 Feb 2025
Managers listing it
12
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q3 2024 and Q4 2024; 9 listed it in both
Shares listed
56,330,409
combined, among listed positions
Reported value
$985m
combined, at the quarter end

Among the 94 comparable managers: 7 buyers (opened or added shares) and 4 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing IVZ in Q4 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

12 of 12 holders

ActionFiling
Trian Fund Management LP23,173,442$405m10.44%Held014 Feb 2025 (the filing on sec.gov)
AQR Capital Management LLC8,145,596$142m0.18%Added+2,264,55114 Feb 2025 (the filing on sec.gov)
Millennium Management LLC7,235,113$126m0.06%Trimmed-2,792,91314 Feb 2025 (the filing on sec.gov)
AllianceBernstein LP6,380,191$112munder 0.1%Added+31,85412 Feb 2025 (the filing on sec.gov)
Two Sigma Advisers LP3,768,900$66m0.15%Added+466,40014 Feb 2025 (the filing on sec.gov)
Voloridge Investment Management LLC2,713,138$47m0.17%Trimmed-358,33814 Feb 2025 (the filing on sec.gov)
Two Sigma Investments LP2,333,706$41m0.09%Trimmed-379,40514 Feb 2025 (the filing on sec.gov)
Point72 Asset Management LP2,041,010$36m0.08%Trimmed-1,174,53514 Feb 2025 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC329,412$5.8munder 0.1%Addedn.a.14 Feb 2025 (the filing on sec.gov)
Quantbot Technologies LP106,920$1.9m0.07%Added+26,70411 Feb 2025 (the filing on sec.gov)
Bridgewater Associates LP88,703$1.6munder 0.1%Newnew13 Feb 2025 (the filing on sec.gov)
Moore Capital Management LP14,278$250kunder 0.1%Newnew14 Feb 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2024 to Q4 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (2)

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
13 in Q3 2024 to 9 in Q2 2026

Tracked managers listing it, at least.

01020302014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
IVZ by quarter
QuarterHoldersReported valueBuyersSellers
Q2 201312$3.3bnn.a.n.a.
Q3 201314$3.5bnn.a.n.a.
Q4 20138$3.3bnn.a.n.a.
Q1 201410$3.0bnn.a.n.a.
Q2 201411$3.1bnn.a.n.a.
Q3 201414$2.7bnn.a.n.a.
Q4 201418$2.4bnn.a.n.a.
Q1 201516$2.5bnn.a.n.a.
Q2 201522$2.4bnn.a.n.a.
Q3 201517$1.6bnn.a.n.a.
Q4 201516$1.7bnn.a.n.a.
Q1 201613$1.2bnn.a.n.a.
Q2 201612$732mn.a.n.a.
Q3 20168$738mn.a.n.a.
Q4 20168$566mn.a.n.a.
Q1 201712$439mn.a.n.a.
Q2 20176$484mn.a.n.a.
Q3 20178$428mn.a.n.a.
Q4 20178$488mn.a.n.a.
Q1 201811$417mn.a.n.a.
Q2 201813$484mn.a.n.a.
Q3 20189$202mn.a.n.a.
Q4 201810$239mn.a.n.a.
Q1 20196$123mn.a.n.a.
Q2 20199$149mn.a.n.a.
Q3 201910$176mn.a.n.a.
Q4 20197$165mn.a.n.a.
Q1 20207$50mn.a.n.a.
Q2 20203$278mn.a.n.a.
Q3 20205$485mn.a.n.a.
Q4 20206$796mn.a.n.a.
Q1 20215$1.1bnn.a.n.a.
Q2 202112$1.2bnn.a.n.a.
Q3 202112$1.3bnn.a.n.a.
Q4 202112$1.6bnn.a.n.a.
Q1 20228$1.7bnn.a.n.a.
Q2 20226$1.1bnn.a.n.a.
Q3 20229$967mn.a.n.a.
Q4 20227$1.2bnn.a.n.a.
Q1 202312$909mn.a.n.a.
Q2 20236$743mn.a.n.a.
Q3 20238$668mn.a.n.a.
Q4 202314$981m113
Q1 202411$771m93
Q2 20249$735m55
Q3 202413$1.1bn85
Q4 202412$985m74
Q1 20259$814m72
Q2 20258$688m53
Q3 20259$1.1bn53
Q4 20258$1.1bn1915
Q1 202611$1.4bn1716
Q2 20269$1.3bn1416

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

IVZ and V →IVZ and AXP →IVZ and BAC →Choose a stock to compare with IVZ →

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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own IVZ, latest filings →Back to the 13F Explorer →