What Invesco Ltd changed, 2013 to 2026
53 quarterly 13F filings, from Q2 2013 to Q2 2026, each read from the filing itself. A quarter is compared only with the quarter before it, so a quarter with no filing is a gap in the record, not a sale.
Reported book
$1264bn
$215bn at Q2 2013
Positions
3,819
4,297 at Q2 2013
Top ten weight
29%
13% at Q2 2013
Typical quarterly turnover
about 6%
Estimated from share changes
Q4 2025. From Q4 2025 Invesco's reports include 101 Nasdaq-100 lines, added for Q4 2025 and Q1 2026 by NEW HOLDINGS amendments and reported under one further included manager, worth about $400bn. The step in the book that quarter is that change in what the report covers, not purchases of that size.
- Q2 2013: $215bn
- Q3 2013: $230bn
- Q4 2013: $252bn
- Q1 2014: $246bn
- Q2 2014: $254bn
- Q3 2014: $250bn
- Q4 2014: $259bn
- Q1 2015: $258bn
- Q2 2015: $255bn
- Q3 2015: $236bn
- Q4 2015: $251bn
- Q1 2016: $246bn
- Q2 2016: $272bn
- Q3 2016: $291bn
- Q4 2016: $298bn
- Q1 2017: $305bn
- Q2 2017: $321bn
- Q3 2017: $271bn
- Q4 2017: $277bn
- Q1 2018: $268bn
- Q2 2018: $302bn
- Q3 2018: $318bn
- Q4 2018: $261bn
- Q1 2019: $297bn
- Q2 2019: $389bn
- Q3 2019: $382bn
- Q4 2019: $322bn
- Q1 2020: $238bn
- Q2 2020: $280bn
- Q3 2020: $296bn
- Q4 2020: $344bn
- Q1 2021: $375bn
- Q2 2021: $407bn
- Q3 2021: $395bn
- Q4 2021: $415bn
- Q1 2022: $392bn
- Q2 2022: $330bn
- Q3 2022: $311bn
- Q4 2022: $341bn
- Q1 2023: $358bn
- Q2 2023: $381bn
- Q3 2023: $371bn
- Q4 2023: $420bn
- Q1 2024: $466bn
- Q2 2024: $473bn
- Q3 2024: $518bn
- Q4 2024: $541bn
- Q1 2025: $528bn
- Q2 2025: $588bn
- Q3 2025: $635bn
- Q4 2025: $1060bn
- Q1 2026: $1024bn
- Q2 2026: $1264bn
- Q2 2013: 13%
- Q3 2013: 13%
- Q4 2013: 14%
- Q1 2014: 13%
- Q2 2014: 12%
- Q3 2014: 13%
- Q4 2014: 13%
- Q1 2015: 12%
- Q2 2015: 12%
- Q3 2015: 13%
- Q4 2015: 14%
- Q1 2016: 13%
- Q2 2016: 16%
- Q3 2016: 17%
- Q4 2016: 17%
- Q1 2017: 18%
- Q2 2017: 19%
- Q3 2017: 15%
- Q4 2017: 16%
- Q1 2018: 17%
- Q2 2018: 17%
- Q3 2018: 18%
- Q4 2018: 17%
- Q1 2019: 17%
- Q2 2019: 17%
- Q3 2019: 17%
- Q4 2019: 11%
- Q1 2020: 12%
- Q2 2020: 13%
- Q3 2020: 14%
- Q4 2020: 12%
- Q1 2021: 11%
- Q2 2021: 11%
- Q3 2021: 11%
- Q4 2021: 12%
- Q1 2022: 12%
- Q2 2022: 11%
- Q3 2022: 12%
- Q4 2022: 10%
- Q1 2023: 13%
- Q2 2023: 15%
- Q3 2023: 14%
- Q4 2023: 15%
- Q1 2024: 16%
- Q2 2024: 18%
- Q3 2024: 18%
- Q4 2024: 19%
- Q1 2025: 17%
- Q2 2025: 20%
- Q3 2025: 21%
- Q4 2025: 32%
- Q1 2026: 29%
- Q2 2026: 29%
The positions that defined it
Every position that was ever among the 25 largest: when it first appeared, when it was largest, and where it stands in Q2 2026. The line is its reported value each quarter.
| Position | Value over time | First listed | Largest | Q2 2026 |
|---|---|---|---|---|
| Nvidia Corp(NVDA) | Q3 2015 | $65.9bnQ2 2026 | $65.9bn | |
| Apple Inc(AAPL) | Q3 2015 | $54.4bnQ2 2026 | $54.4bn | |
| Micron Technology Inc(MU) | Q3 2015 | $41.9bnQ2 2026 | $41.9bn | |
| Microsoft Corp(MSFT) | Q3 2015 | $51.1bnQ4 2025 | $37.4bn | |
| Amazon.com Inc(AMZN) | Q3 2015 | $34.3bnQ2 2026 | $34.3bn | |
| Alphabet Inc(GOOGL)Capital Stock Class A | Q4 2015 | $32.6bnQ2 2026 | $32.6bn | |
| Advanced Micro Devices(AMD) | Q4 2018 | $30.9bnQ2 2026 | $30.9bn | |
| Broadcom Inc(AVGO) | Q2 2018 | $26.1bnQ2 2026 | $26.1bn | |
| Alphabet Inc(GOOG)Capital Stock Class C | Q4 2015 | $23.4bnQ2 2026 | $23.4bn | |
| Tesla Motors Inc(TSLA) | Q3 2015 | $23.8bnQ4 2025 | $23.3bn | |
| Lam Research Corp(LRCX) | Q4 2024 | $22.7bnQ2 2026 | $22.7bn | |
| Intel Corp(INTC) | Q3 2015 | $22.0bnQ2 2026 | $22.0bn | |
| Royal BK of Scotland PLCDebt 7.500%12/3 | Q2 2016 | $9.6bnQ4 2016 | Soldlast listed Q2 2017 | |
| Royal BK of Scotland PLCNote 8.000%12/3 | Q2 2016 | $9.4bnQ2 2017 | Soldlast listed Q2 2017 | |
| Apple Inc(AAPL) | Q2 2013 | $7.6bnQ1 2015 | Below the listed rangelast listed Q2 2015 | |
| Alibaba Group Holding LTD ADR(BABA)Sponsored ADS | Q3 2015 | $7.3bnQ3 2020 | Below the listed rangelast listed Q2 2025 | |
| Hsbc Hldgs plcNote 6.000%12/3 | Q2 2017 | $6.3bnQ2 2017 | Soldlast listed Q2 2017 | |
| Royal BK Scotland Group PLCNote 8.625%12/3 | Q3 2016 | $6.1bnQ2 2017 | Soldlast listed Q2 2017 | |
| Microsoft Corp(MSFT) | Q2 2013 | $5.7bnQ1 2014 | Below the listed rangelast listed Q2 2015 | |
| Google Inc CL A | Q2 2013 | $5.1bnQ4 2013 | Soldlast listed Q2 2015 |
Quarter by quarter
Q1 2020: $238bn across 3,628 positions
Against Q4 2019: 214 new, 1,539 added to, 1,787 trimmed, 215 sold out, across all 3,628 positions.
Turnover about 7% of the book, estimated from share changes at quarter-end prices.
Largest additions
- Amazon.com Inc (AMZN)+$708m
- Microsoft Corp (MSFT)+$267m
- JD Com Inc ADR (JD)+$263m
- America Movil Sab de CV+$245m
- Progressive Corp (PGR)+$195m
- Netease Inc- ADR (NTES)+$193m
- Waste Connections Inc (WCN)+$175m
- Nvidia Corp (NVDA)+$172m
Largest reductions
- Alibaba Group Holding LTD ADR (BABA)-$2.0bn
- Citigroup Inc Com (C)-$1.4bn
- JP Morgan Chase & Co (JPM)-$1.1bn
- Carnival Corp (CCL)-$1.0bn
- Suncor Energy Inc (SU)-$847m
- Chevron Corp (CVX)-$711m
- Technipfmc PLC (FTI)-$693m
- Icici Bank LTD ADR (IBN)-$640m
Opened
Nothing new among the largest positions.
Sold out
- Ingersoll-rand PLCwas $612m
- Axa Equitable HLDGS Incwas $593m
- Aqua America Incwas $161m
- Tallgrass Energy LPwas $141m
- Encana Corpwas $126m
- Carlyle Groupwas $117m
- Wellcare Health Plans Incwas $104m
- UBS Group AG (UBS)was $88m
Largest positions, Q1 2020
The largest 25 of 3,628 reported positions; the largest 500 carry 81.2% of the reported value.
| Position | Value | Weight | On the quarter |
|---|---|---|---|
| Microsoft Corp (MSFT) | $5.2bn | 2.2% | Added |
| Alibaba Group Holding LTD ADR (BABA) | $4.6bn | 1.9% | Trimmed |
| Amazon.com Inc (AMZN) | $4.1bn | 1.7% | Added |
| Alphabet Inc (GOOGL) | $3.0bn | 1.3% | Added |
| Facebook Inc-a (META) | $2.6bn | 1.1% | Added |
| Apple Inc (AAPL) | $2.6bn | 1.1% | Added |
| Procter & Gamble Co (PG) | $1.9bn | 0.8% | Added |
| Philip Morris International (PM) | $1.8bn | 0.7% | Trimmed |
| Johnson & Johnson (JNJ) | $1.7bn | 0.7% | Added |
| JP Morgan Chase & Co (JPM) | $1.6bn | 0.7% | Trimmed |
| Yum China HLDGS Inc (YUMC) | $1.6bn | 0.7% | Added |
| Citigroup Inc Com (C) | $1.5bn | 0.6% | Trimmed |
| Visa Inc-class A Shares (V) | $1.5bn | 0.6% | Added |
| Unitedhealth Group Incorporate (UNH) | $1.4bn | 0.6% | Added |
| Bank of America Corp (BAC) | $1.4bn | 0.6% | Added |
| Merck & Co. Inc. (MRK) | $1.4bn | 0.6% | Trimmed |
| Qualcomm Inc (QCOM) | $1.3bn | 0.6% | Trimmed |
| JD Com Inc ADR (JD) | $1.3bn | 0.6% | Added |
| AT&T Inc (T) | $1.3bn | 0.5% | Trimmed |
| Bristol-myers Squibb Co (BMY) | $1.3bn | 0.5% | Trimmed |
| Adobe Systems Inc (ADBE) | $1.2bn | 0.5% | Added |
| Berkshire Hathaway Inc CL B (BRK-B) | $1.2bn | 0.5% | Added |
| Intel Corp (INTC) | $1.2bn | 0.5% | Added |
| Mastercard Inc-class A (MA) | $1.2bn | 0.5% | Added |
| S&P Global Inc (SPGI) | $1.2bn | 0.5% | Trimmed |
The books most like this one
Among the managers whose filings are on file, at Q2 2026. Overlap is the share of the two books that is the same: for every stock both list, the smaller of its two weights, added up. Two books can overlap because both own the largest companies; it says nothing about whether the managers agree.
| Manager | Overlap | Stocks in both | Overlap over time | |
|---|---|---|---|---|
| T. Rowe Price Associates Inc | at least 58% | 301 | Compare | |
| Fidelity (FMR LLC) | at least 53% | 294 | Compare | |
| AllianceBernstein LP | at least 47% | 274 | Compare | |
| Acadian Asset Management LLC | at least 47% | 221 | Compare | |
| Wellington Management Group LLP | at least 47% | 269 | Compare | |
| Neuberger Berman Group LLC | at least 46% | 256 | Compare | |
| Capital Research Global Investors | at least 45% | 220 | Compare | |
| Capital World Investors | at least 43% | 223 | Compare |
“At least” where either manager has more positions than are read each quarter: a stock both hold below that range is not counted.
The filings behind it
Every quarter above is one 13F holdings report, with any amendment the filer made to it applied in the order it was filed. Where the reporting entity changed, each quarter keeps the filer that actually reported it.
| Quarter | Filer | Book | Amended | Filing |
|---|---|---|---|---|
| Q2 2026 | Invesco Ltd | $1264bn | 13F-HR | |
| Q1 2026 | Invesco Ltd | $1024bn | 1 | 13F-HR |
| Q4 2025 | Invesco Ltd | $1060bn | 1 | 13F-HR |
| Q3 2025 | Invesco Ltd | $635bn | 13F-HR | |
| Q2 2025 | Invesco Ltd | $588bn | 13F-HR | |
| Q1 2025 | Invesco Ltd | $528bn | 13F-HR | |
| Q4 2024 | Invesco Ltd | $541bn | 13F-HR | |
| Q3 2024 | Invesco Ltd | $518bn | 13F-HR | |
| Q2 2024 | Invesco Ltd | $473bn | 13F-HR | |
| Q1 2024 | Invesco Ltd | $466bn | 13F-HR | |
| Q4 2023 | Invesco Ltd | $420bn | 13F-HR | |
| Q3 2023 | Invesco Ltd | $371bn | 13F-HR | |
| Q2 2023 | Invesco Ltd | $381bn | 13F-HR | |
| Q1 2023 | Invesco Ltd | $358bn | 13F-HR | |
| Q4 2022 | Invesco Ltd | $341bn | 13F-HR | |
| Q3 2022 | Invesco Ltd | $311bn | 13F-HR | |
| Q2 2022 | Invesco Ltd | $330bn | 13F-HR | |
| Q1 2022 | Invesco Ltd | $392bn | 13F-HR | |
| Q4 2021 | Invesco Ltd | $415bn | 13F-HR | |
| Q3 2021 | Invesco Ltd | $395bn | 13F-HR | |
| Q2 2021 | Invesco Ltd | $407bn | 13F-HR | |
| Q1 2021 | Invesco Ltd | $375bn | 13F-HR | |
| Q4 2020 | Invesco Ltd | $344bn | 13F-HR | |
| Q3 2020 | Invesco Ltd | $296bn | 13F-HR | |
| Q2 2020 | Invesco Ltd | $280bn | 13F-HR | |
| Q1 2020 | Invesco Ltd | $238bn | 13F-HR | |
| Q4 2019 | Invesco Ltd | $322bn | 13F-HR | |
| Q3 2019 | Invesco Ltd | $382bn | 13F-HR | |
| Q2 2019 | Invesco Ltd | $389bn | 13F-HR | |
| Q1 2019 | Invesco Ltd | $297bn | 13F-HR | |
| Q4 2018 | Invesco Ltd | $261bn | 13F-HR | |
| Q3 2018 | Invesco Ltd | $318bn | 13F-HR | |
| Q2 2018 | Invesco Ltd | $302bn | 13F-HR | |
| Q1 2018 | Invesco Ltd | $268bn | 13F-HR | |
| Q4 2017 | Invesco Ltd | $277bn | 13F-HR | |
| Q3 2017 | Invesco Ltd | $271bn | 13F-HR | |
| Q2 2017 | Invesco Ltd | $321bn | 13F-HR | |
| Q1 2017 | Invesco Ltd | $305bn | 13F-HR | |
| Q4 2016 | Invesco Ltd | $298bn | 13F-HR | |
| Q3 2016 | Invesco Ltd | $291bn | 13F-HR | |
| Q2 2016 | Invesco Ltd | $272bn | 13F-HR | |
| Q1 2016 | Invesco Ltd | $246bn | 13F-HR | |
| Q4 2015 | Invesco Ltd | $251bn | 13F-HR | |
| Q3 2015 | Invesco Ltd | $236bn | 13F-HR | |
| Q2 2015 | Invesco Ltd | $255bn | 13F-HR | |
| Q1 2015 | Invesco Ltd | $258bn | 13F-HR | |
| Q4 2014 | Invesco Ltd | $259bn | 13F-HR | |
| Q3 2014 | Invesco Ltd | $250bn | 13F-HR | |
| Q2 2014 | Invesco Ltd | $254bn | 13F-HR | |
| Q1 2014 | Invesco Ltd | $246bn | 13F-HR | |
| Q4 2013 | Invesco Ltd | $252bn | 13F-HR | |
| Q3 2013 | Invesco Ltd | $230bn | 13F-HR | |
| Q2 2013 | Invesco Ltd | $215bn | 13F-HR |
Reading this record
A 13F lists US-listed long equity and options at the quarter end, filed up to 45 days later. It shows what was held, not when it was bought or at what price, and nothing short. Where a quarter lists only the largest positions, a name missing from it may still be held below that range; the counts of what was opened and sold always cover the whole filing.
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