13F

Stock

Invesco Ltd.

IVZ · held by 640 managers

Reported value

$9.79B

Holders

640

+81 new · −75 exited

Holders’ est. mark

−$602.3M

Price effect on 219 books still in the name

Largest holder

$1.98B

MASSACHUSETTS MUTUAL LIFE INSURANCE CO

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
MASSACHUSETTS MUTUAL LIFE INSURANCE CO81.3M$1.98B−$161MCut−$161M
BlackRock, Inc.38.7M$941.2M−$76.7MCut−$82.2M
VANGUARD CAPITAL MANAGEMENT LLC28M$679.3MHeld
MILLENNIUM MANAGEMENT LLC21.6M$525.8M−$27.5MAdded$161.1M
DIMENSIONAL FUND ADVISORS LP21.4M$518.8M−$41.1MCut−$26.7M
VANGUARD PORTFOLIO MANAGEMENT LLC19.3M$467.9MHeld
State Street16.7M$405.8M−$33.1MCut−$160.1M
GEODE CAPITAL MANAGEMENT, LLC12.8M$311.4M−$21.5MAdded$24.9M
Icahn Capital12.5M$299.6M−$20.9MAdded$66.2M
Invesco Ltd.10.6M$256.5M−$17.4MAdded$26.1M
GOLDMAN SACHS GROUP INC10.5M$256.1M−$12.7MAdded$87.3M
MORGAN STANLEY7.97M$193.6M−$14.5MAdded$794.5K
NORTHERN TRUST CORP6.01M$145.9M−$11.9MCut−$11.9M
ALLIANCEBERNSTEIN L.P.4.82M$126.5M$0Added$184.7K
CHARLES SCHWAB INVESTMENT MANAGEMENT INC4.45M$108M−$8.67MCut−$6.96M
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.3.52M$85.6M−$6.24MAdded$2.81M
Bank of New York Mellon Corp3.43M$83.4M−$6.43MCut−$2.01M
MACQUARIE GROUP LTD3.34M$81M−$5.9MAdded$2.75M
TRIAN FUND MANAGEMENT, L.P.2.97M$72.2M−$5.88MCut−$5.88M
D. E. Shaw & Co., Inc.2.97M$72.2M−$2.02MAdded$45.4M
UBS Group AG2.88M$70M−$5.63MCut−$4.69M
BANK OF AMERICA CORP /DE/2.65M$64.5M−$4.08MAdded$10.4M
Qube Research & Technologies Ltd2.59M$62.8M−$2.9MAdded$24.3M
VANGUARD FIDUCIARY TRUST CO2.47M$60MHeld
BARCLAYS PLC2.4M$58.2M−$2.39MAdded$26.5M
LOS ANGELES CAPITAL MANAGEMENT LLC2.1M$50.9M$1.53KAdded$50.9M
DEUTSCHE BANK AG\1.99M$48.3M−$3.94MCut−$20.9M
Nuveen, LLC1.95M$47.4M−$3.86MCut−$4.12M
FIRST TRUST ADVISORS LP1.82M$44.3M−$3.61MCut−$7.67M
AMERIPRISE FINANCIAL INC1.8M$43.7M−$3.56MCut−$9.43M
CITIGROUP INC1.7M$41.3M−$2.7MAdded$5.47M
Point72 Asset Management, L.P.1.6M$38.9M−$3.17MCut−$10M
Quantinno Capital Management LP1.57M$38.3M−$2.51MAdded$4.93M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1.52M$35.8M−$6.97MCut−$18.4M
SEI INVESTMENTS CO1.4M$35.7M−$1.04MAdded$4.89M
Fisher Asset Management, LLC1.46M$35.5M−$2.89MCut−$109.2M
JPMORGAN CHASE & CO1.48M$34.5M−$3.35MAdded$4.94M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP1.29M$31.3M−$2.55MCut−$6.73M
WEDGE CAPITAL MANAGEMENT L L P/NC1.24M$30M−$2.45MCut−$3.23M
RAYMOND JAMES FINANCIAL INC1.22M$29.7M−$2.01MAdded$2.99M
BASSWOOD CAPITAL MANAGEMENT, L.L.C.1.2M$29.3M−$2.21MCut−$95.5K
LETKO, BROSSEAU & ASSOCIATES INC1.2M$29.1M−$2.37MCut−$12.3M
Allianz Asset Management GmbH1.18M$28.7M−$2.34MCut−$7.6M
Alyeska Investment Group, L.P.1.17M$28.4MNew
Delta Global Management LP1.12M$27.3M−$2.22MCut−$7.85M
BNP PARIBAS FINANCIAL MARKETS1.09M$26.5M−$2.16MCut−$10.9M
Amundi1.04M$25.3M−$2.06MCut−$27.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1.01M$24.4M−$1.87MCut−$441.5K
Vanguard Global Advisers, LLC972K$23.6MHeld
TODD ASSET MANAGEMENT LLC926.7K$22.5MNew
Engineers Gate Manager LP921.3K$22.4M−$1.82MCut−$5.51M
IEQ CAPITAL, LLC914.4K$22.2M−$1.81MCut−$1.85M
VOLORIDGE INVESTMENT MANAGEMENT, LLC906.7K$22MNew
Squarepoint Ops LLC827.5K$20.1M−$1.04MAdded$6.29M
PRINCIPAL FINANCIAL GROUP INC824.5K$20M−$1.55MCut−$494.5K
FRANKLIN RESOURCES INC820.4K$19.9M−$1.33MAdded$2.25M
BANK OF MONTREAL /CAN/806.1K$19.6M−$608.5KAdded$11.5M
RHUMBLINE ADVISERS745.7K$18.1M−$1.48MCut−$2.17M
Swiss National Bank703.5K$17.1M−$1.39MCut−$1.39M
Cerity Partners LLC702.1K$17.1M−$1.39MCut−$1.47M
California Public Employees Retirement System698.5K$17M−$1.36MCut−$1.05M
Legal & General Group Plc683.5K$16.6M−$1.35MCut−$2.55M
HSBC HOLDINGS PLC674K$16.4M−$909.8KAdded$4.99M
ROYAL BANK OF CANADA661.7K$16.1M−$1.31MCut−$3.12M
CREDIT AGRICOLE S A649.3K$15.8M−$1.24MCut−$718K
Fidelity578.8K$14.1M−$1.15MCut−$4.86M
Susquehanna Portfolio Strategies, LLC575.3K$14M−$1.14MCut−$1.14M
Mitsubishi UFJ Asset Management Co., Ltd.538.8K$13.1M−$1.32MCut−$336.7K
WEALTHCARE CAPITAL MANAGEMENT LLC465.5K$11.3M−$921.8KCut−$1.79M
Endure Capital Management, LLC461.6K$11.2MHeld
CANADA PENSION PLAN INVESTMENT BOARD460.8K$11.2M−$881.3KCut−$499.9K
Governors Lane LP427.5K$10.4M−$655.2KAdded$1.69M
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM417.5K$10.1M−$669.6KAdded$1.26M
TWO SIGMA INVESTMENTS, LP387.1K$9.4M−$321KAdded$5.15M
WELLS FARGO & COMPANY/MN380.9K$9.25M−$293.5KAdded$5.36M
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM369.7K$8.98M−$732KCut−$732K
Mariner, LLC367.4K$8.92M−$602.6KAdded$1.02M
ADAGE CAPITAL PARTNERS GP, L.L.C.356.2K$8.65M−$705.2KCut−$855K
ExodusPoint Capital Management, LP343.9K$8.35MNew
CAPITAL FUND MANAGEMENT S.A.340K$8.26M−$262.3KAdded$4.78M
Live Oak Private Wealth LLC338.8K$8.23M−$670.8KCut−$881K
VANGUARD ASSET MANAGEMENT, Ltd328.4K$7.98MHeld
Cambridge Financial Group, Inc.323.8K$7.87M−$623KCut−$399K
Schonfeld Strategic Advisors LLC317.4K$7.71M−$325.3KAdded$3.39M
Citadel308.5K$7.49M−$610.9KCut−$15.2M
CWM, LLC296.7K$7.21M$5.71MAdded$7.2M
Russell Investments Group, Ltd.296K$7.19M−$381.3KAdded$2.13M
MANUFACTURERS LIFE INSURANCE COMPANY, THE285.9K$6.94M−$566.1KCut−$951.9K
Y-Intercept (Hong Kong) Ltd282.7K$6.87M−$494.2KAdded$309.3K
IBEX WEALTH ADVISORS271.6K$6.6M−$32.9KAdded$6.16M
Holocene Advisors, LP271.5K$6.59M−$537.5KCut−$58.2M
Vontobel Holding Ltd.260.7K$6.33M−$303.4KAdded$2.31M
Connor, Clark & Lunn Investment Management Ltd.259.8K$6.31MNew
Robeco Institutional Asset Management B.V.256.8K$6.24M−$505.5KCut−$468K
NATIONAL BANK OF CANADA /FI/256.2K$6.22M−$493.6KCut−$326K
PRUDENTIAL FINANCIAL INC255.3K$6.2M−$505.4KCut−$12.4M
Poehling Capital Management, INC.253K$6.15M−$500.9KCut−$511K
WELLINGTON MANAGEMENT GROUP LLP252.1K$6.12M−$427.6KAdded$451K
VICTORY CAPITAL MANAGEMENT INC248.5K$6.04M−$447.2KAdded$101.9K
NEW YORK STATE COMMON RETIREMENT FUND242.6K$5.89M−$480.3KCut−$690.5K
STIFEL FINANCIAL CORP241.5K$5.87M−$409.9KAdded$429.3K
Creative Planning241.4K$5.86M−$363.1KAdded$1.04M
Universal- Beteiligungs- und Servicegesellschaft mbH233.6K$5.67M−$355.4KAdded$964K
Erste Asset Management GmbH243.2K$5.66M−$751.2KCut−$16.4K
Corient Private Wealth LLC227K$5.47M−$192.1KAdded$3.16M
WINTON GROUP Ltd223K$5.42M−$55.4KAdded$4.68M
SUSQUEHANNA INTERNATIONAL GROUP, LLP221.3K$5.38M−$438.3KCut−$3.71M
Chevy Chase Trust Holdings, LLC218.7K$5.31M−$433.1KCut−$616.3K
GABELLI FUNDS LLC215K$5.22M−$425.7KCut−$425.7K
Mitsubishi UFJ Trust & Banking Corp211.7K$5.14M−$419.3KCut−$2.14M
Financiere des Professionnels - Fonds d'investissement inc.207.8K$5.05MNew
TORONTO DOMINION BANK205.4K$4.99M−$406.8KCut−$1.85M
D.A. DAVIDSON & CO.204.8K$4.97M−$389.4KCut−$192.1K
State of Tennessee, Department of Treasury200.2K$4.86M−$600.5KCut−$7.35M
LPL Financial LLC198.2K$4.81M−$392.4KCut−$3.18M
Jump Financial, LLC197.6K$4.8MNew
MERCER GLOBAL ADVISORS INC /ADV194.9K$4.73M−$330.7KAdded$347.2K
VISTA INVESTMENT PARTNERS LLC186.6K$4.53MNew
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.180.2K$4.38M−$356.7KCut−$931.8K
Convergence Investment Partners, LLC178.3K$4.33M−$270.2KAdded$746.5K
Cinctive Capital Management LP177.9K$4.32MNew
CACTI ASSET MANAGEMENT LLC175.2K$4.26M−$446.7KCut−$527.2K
JONES FINANCIAL COMPANIES LLLP181.1K$4.2M−$493.1KCut−$18.8K
Rathbones Group PLC172.4K$4.19M−$337.5KCut−$291.4K
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.172.1K$4.18M−$232.5KAdded$1.09M
STOREBRAND ASSET MANAGEMENT AS167K$4.06M−$328.7KCut−$304.8K
JANUS HENDERSON GROUP PLC165.9K$4.03M−$311.8KCut−$107.8K
PNC Financial Services Group, Inc.165.7K$4.02M−$328.1KCut−$1.38M
CIBC Bancorp USA Inc.161.8K$3.93MHeld
Police & Firemen's Retirement System of New Jersey158.7K$3.85M−$301.9KCut−$151.4K
Financial Sense Advisors, Inc.158.3K$3.84M−$313.1KCut−$310.2K
Mubadala Investment Co PJSC156K$3.79M−$308.9KCut−$740.6K
HANCOCK WHITNEY CORP139.6K$3.65M−$16.8KAdded$127.1K
Del-Sette Capital Management, LLC146.7K$3.56M−$269.9KCut−$18.9K
Cetera Investment Advisers145.3K$3.53M−$261.6KAdded$57.5K
ProShare Advisors LLC143K$3.47M−$283.1KCut−$405.6K
Man Group plc136.9K$3.32M−$141.9KAdded$1.44M
MACKENZIE FINANCIAL CORP135.6K$3.29M−$287.2KCut−$815.3K
Zurcher Kantonalbank (Zurich Cantonalbank)135K$3.28M−$215.7KAdded$419K
QRG CAPITAL MANAGEMENT, INC.134.6K$3.27M−$258.4KCut−$157.6K
Havemeyer Place LP130.2K$3.16M−$72.7KAdded$2.2M
Caption Management, LLC130K$3.16M−$257.4KCut−$7.35M
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.127.2K$3.09M−$251.8KCut−$303.3K
PUBLIC SECTOR PENSION INVESTMENT BOARD126.7K$3.08M−$224.4KAdded$101.2K
Systematic Alpha Investments, LLC126.2K$3.07M−$249.9KCut−$249.9K
Czech National Bank120.9K$2.94M−$232.4KCut−$146K
Rafferty Asset Management, LLC120K$2.91M−$237.6KCut−$1.1M
VISTA INVESTMENT PARTNERS II, LLC118.8K$2.89MNew
LAZARD ASSET MANAGEMENT LLC116.5K$2.83M−$157.3KAdded$743K
STATE OF MICHIGAN RETIREMENT SYSTEM116K$2.82M−$229.7KCut−$242.8K
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO114.5K$2.78M−$226.8KCut−$313.2K
State of New Jersey Common Pension Fund D113.7K$2.76M−$225KCut−$225K
Ruffer LLP112.2K$2.73MNew
ZACKS INVESTMENT MANAGEMENT112.3K$2.73M−$208.2KCut−$34.7K
Pathstone Holdings, LLC110.5K$2.68M−$218.9KCut−$401.1K
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS103.4K$2.51M−$204.8KCut−$207.5K
MetLife Investment Management, LLC102.4K$2.49M−$202.8KCut−$280K
Baird Financial Group, Inc.101.3K$2.46M−$200.6KCut−$287.6K
TRUIST FINANCIAL CORP101.1K$2.46M−$199.5KCut−$190.4K
KLP KAPITALFORVALTNING AS100.7K$2.45M−$195.2KCut−$144.2K
Grantham, Mayo, Van Otterloo & Co. LLC100.6K$2.44M−$199.2KCut−$4.64M
CIBC Asset Management Inc99.5K$2.42M−$196.2KCut−$186.9K
HARMONY ASSET MANAGEMENT LLC98.1K$2.38M−$187.2KCut−$99.6K
Focus Partners Wealth98.1K$2.38M−$165.5KAdded$185.3K
ARIZONA STATE RETIREMENT SYSTEM97.8K$2.38M−$193.7KCut−$220.3K
CONTINENTAL ADVISORS LLC97.7K$2.37M−$193.4KCut−$193.4K
CAPTRUST FINANCIAL ADVISORS96.5K$2.34M−$166.1KAdded$145.7K
Sterling Capital Management LLC95.1K$2.31M−$42.7KAdded$1.74M
Retirement Systems of Alabama94.3K$2.29M−$186.7KCut−$197.3K
Vanguard Investments Australia, Ltd.90.1K$2.19MHeld
Mirae Asset Global Investments Co., Ltd.88.3K$2.14M−$145.4KAdded$214.7K
VOYA INVESTMENT MANAGEMENT LLC88.1K$2.14M−$174.3KCut−$186.8K
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO87.6K$2.13M−$173.5KCut−$446.9K
Wealthfront Advisers LLC87.4K$2.12M−$170.7KCut−$142.7K
NEUBERGER BERMAN GROUP LLC86.6K$2.1M−$161.6KCut−$41.6K
PICTON MAHONEY ASSET MANAGEMENT85.8K$2.09M−$170KCut−$380.1K
TUDOR INVESTMENT CORP ET AL80.8K$1.96M−$160KCut−$8.88M
Asset Management One Co., Ltd.80.3K$1.95M−$204.7KCut−$214.9K
Mount Lucas Management LP79.7K$1.94M−$94.2KAdded$686.3K
VARCOV Co.79K$1.92MNew
COZAD ASSET MANAGEMENT INC78.7K$1.91M−$155.8KCut−$243.5K
Pictet Asset Management Holding SA77.8K$1.89M−$139.5KAdded$39.4K
TD Asset Management Inc77.6K$1.88M−$152.7KCut−$141.7K
ENVESTNET ASSET MANAGEMENT INC74K$1.8M−$112.2KAdded$310K
Mork Capital Management, LLC73.4K$1.78M−$145.3KCut−$145.3K
HIGHLAND CAPITAL MANAGEMENT, LLC73.4K$1.78M−$145.3KCut−$151.9K
Northstar Advisory Group, LLC72K$1.75MNew
Vanguard Personalized Indexing Management, LLC71.9K$1.75M−$142.3KCut−$184.6K
NEOS Investment Management LLC69.7K$1.69M−$138KCut−$273.9K
Gold Investment Management Ltd.69K$1.68M−$132.9KCut−$87.4K
ASSETMARK, INC68.3K$1.66M−$104.7KAdded$268.2K
UniSuper Management Pty Ltd67.7K$1.64M−$132.2KCut−$109.7K
TEACHER RETIREMENT SYSTEM OF TEXAS67.7K$1.64M−$134KCut−$199.8K
BNP PARIBAS66.6K$1.61MNew
FORA Capital, LLC66.4K$1.61MNew
GREENWOOD CAPITAL ASSOCIATES LLC66.2K$1.61M−$131KCut−$223.5K
STATE OF WISCONSIN INVESTMENT BOARD65.9K$1.6M−$109.8KAdded$142.8K
Allworth Financial LP63.3K$1.54M−$120.3KCut−$58.4K
O'SHAUGHNESSY ASSET MANAGEMENT, LLC63K$1.53M−$103.5KAdded$157.2K
Summit Trail Advisors, LLC61.6K$1.5M−$118.6KCut−$78.2K
ROTHSCHILD INVESTMENT LLC60.1K$1.46M−$101.1KAdded$117.8K
GREAT LAKES ADVISORS, LLC58.6K$1.42MNew
AXQ CAPITAL, LP58.6K$1.42MNew
Parrish Capital LLC58.4K$1.42M−$115.7KCut−$136.3K
ALLSTATE CORP57.3K$1.39MNew
Buckley Wealth Management, LLC57K$1.38M−$112.8KCut−$162.7K
NISA INVESTMENT ADVISORS, LLC56.8K$1.38M−$109.2KCut−$68.8K
AE Wealth Management LLC56.3K$1.37M−$91KAdded$158.6K
CSS LLC/IL55.9K$1.36M−$110.7KCut−$494.3K
FOUNDATIONS INVESTMENT ADVISORS, LLC55.6K$1.35M−$98.6KAdded$41.9K
COMMONWEALTH EQUITY SERVICES, LLC54.8K$1.33M−$108.4KCut−$656.6K
MML INVESTORS SERVICES, LLC53.5K$1.3M−$105.8KCut−$316K
Quantbot Technologies LP52.2K$1.27MNew
Illinois Municipal Retirement Fund51.6K$1.25MNew
YOUSIF CAPITAL MANAGEMENT, LLC51.4K$1.25M−$186.1KCut−$228.7K
OREGON PUBLIC EMPLOYEES RETIREMENT FUND50.8K$1.23M−$100.7KCut−$103.3K
GUGGENHEIM CAPITAL LLC50.7K$1.23M−$98.2KCut−$71.2K
ARGA Investment Management, LP50.3K$1.22M−$99.6KCut−$479.8K
ADVISORY RESEARCH INC50.3K$1.22M−$86.8KAdded$69.1K
Focus Partners Advisor Solutions, LLC50.1K$1.22M−$90.2KAdded$19.5K
Merit Financial Group, LLC49.4K$1.2M−$79.9KAdded$139.4K
CONTRAVISORY INVESTMENT MANAGEMENT, INC.49K$1.19M−$97KCut−$101.5K
Savant Capital, LLC48.7K$1.18M−$67.8KAdded$283.2K
AMERICAN CENTURY COMPANIES INC48.4K$1.18M−$95.8KCut−$2.5M
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC47.2K$1.15M−$93.5KCut−$108.4K
Prana Capital Management, LP47.2K$1.15M−$93.5KCut−$9.5M
Aviance Capital Partners, LLC46.8K$1.14M−$92.6KCut−$91.3K
Essential Partners LLC46.3K$1.13M−$91.7KCut−$111.7K
Wealthstar Advisors, LLC45.2K$1.1MNew
AMERICAN FINANCIAL GROUP INC45K$1.09M−$89.1KCut−$1.4M
Friedenthal Financial44.7K$1.09MNew
KESTRA PRIVATE WEALTH SERVICES, LLC43.9K$1.07M−$86.9KCut−$91.9K
Equitable Holdings, Inc.41.5K$1.07M−$17.2KAdded$286.4K
XPONANCE LLC43.3K$1.05M−$67.9KAdded$150.8K
Magnetar Financial LLC43.2K$1.05MNew
Trexquant Investment LP42.6K$1.03M−$84.3KCut−$16.9M
HighTower Advisors, LLC41.9K$1.02M−$45.9KAdded$408.9K
OSAIC HOLDINGS, INC.41.8K$1.02M−$82.8KCut−$988.3K
Sequoia Financial Advisors, LLC40.3K$979.9K−$79.9KCut−$290.1K
Integrated Wealth Concepts LLC40.3K$979.6K−$48.6KAdded$334.8K
Pallas Capital Advisors LLC40.1K$974.1K−$79.4KCut−$102.1K
Federation des caisses Desjardins du Quebec39.3K$955.3K−$61.2KAdded$143.5K
Neo Ivy Capital Management39.1K$950.6K−$77.5KCut−$125.1K
GAMMA Investing LLC37.9K$919.5K−$70.2KCut−$11.8K
Wealthcare Advisory Partners LLC37.5K$911.9K−$74.3KCut−$167.5K
Ethic Inc.37.3K$904.8K−$73.8KCut−$305.9K
Guinness Asset Management LTD37K$899.5K−$94.4KCut−$105.2K
Daiwa Securities Group Inc.36.2K$879.1K$830.1KAdded$878.2K
TWIN CAPITAL MANAGEMENT INC36K$874.1K−$71.3KCut−$94.7K
Retirement Planning Co of New England, Inc.35.9K$872K−$71.1KCut−$85.3K

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.