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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 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 10 Feb 2026
Managers listing it
32
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 8 listed it in both
Shares listed
60,162,325
combined, among listed positions
Reported value
$1.6bn
combined, at the quarter end

Among the 92 comparable managers: 19 buyers (opened or added shares) and 15 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -2,210,445.

Managers listing IVZ in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

32 of 32 holders

ActionFiling
Millennium Management LLC13,882,786$365m0.15%Added+1,014,86317 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC8,882,863$233m0.12%Trimmed-936,13617 Feb 2026 (the filing on sec.gov)
Invesco Ltd8,770,121$230munder 0.1%Newnew19 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc6,729,393$177munder 0.1%Added+5,292,86717 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP4,808,093$126munder 0.1%Trimmed-183,98317 Feb 2026 (the filing on sec.gov)
Trian Fund Management LP2,970,944$78m1.96%Trimmed-11,657,51117 Feb 2026 (the filing on sec.gov)
Holocene Advisors LP2,467,939$65m0.14%Added+39,04517 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC2,314,357$61munder 0.1%Added+1,750,21212 Feb 2026 (the filing on sec.gov)
Point72 Asset Management LP1,863,564$49m0.05%Added+677,45217 Feb 2026 (the filing on sec.gov)
Arrowstreet Capital LP1,446,694$38munder 0.1%Added+19,29113 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.1,018,397$27munder 0.1%Added+264,35117 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC862,310$23munder 0.1%Trimmed-4,119,00317 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)720,174$19munder 0.1%Added+306,96617 Feb 2026 (the filing on sec.gov)
Moore Capital Management LP670,080$18m0.25%Newnew17 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC525,553$14munder 0.1%Added+20,27013 Feb 2026 (the filing on sec.gov)
Tudor Investment Corp412,693$11munder 0.1%Added+176,61817 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP345,761$9.1munder 0.1%Added+197,90117 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC263,452$6.9munder 0.1%Trimmed-108,45713 Feb 2026 (the filing on sec.gov)
Wellington Management Group LLP215,978$5.7munder 0.1%Trimmed-10,55417 Feb 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC164,280$4.3munder 0.1%Trimmed-183,34217 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP162,111$4.3munder 0.1%Trimmed-105,01617 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd157,490$4.1munder 0.1%Trimmed-12,96217 Feb 2026 (the filing on sec.gov)
Walleye Capital LLC100,233$2.6munder 0.1%Added+90,14713 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC81,640$2.1munder 0.1%Added+4,16627 Oct 2026 (the filing on sec.gov)
Two Sigma Advisers LP75,200$2.0munder 0.1%Trimmed-78,20017 Feb 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, 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 (5)

Exited (2)

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 →