13F

Stock

Invesco Ltd.

IVZ · held by 11 managers

Reported value

$63M

Holders

11

+3 new · −0 exited

Holders’ est. mark

$2.34M

Price effect on 7 books still in the name

Largest holder

$42.1M

BARCLAYS PLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BARCLAYS PLC2.67M$42.1M$1.6MAdded$376K
Swiss Life Asset Management Ltd1.18M$18.6M$706.5KAdded$766.1K
Essential Partners LLC44.6K$703KHeld
Savant Capital, LLC33.6K$530K$20.2KCut−$158K
INDEPENDENT FINANCIAL GROUP, LLC29.9K$471.7K$11.2KAdded$188.4K
Sanctuary Advisors, LLC16.6K$262KNew
DGS Capital Management, LLC15.4K$243.2KNew
DANSKE BANK A/S3K$47.3K$1.8KCut−$51.3K
Leonteq Securities AG948$14.9K$383Added$7.38K
ELEVATION POINT WEALTH PARTNERS, LLC788$12.4KNew
Prestige Wealth Management Group LLC118$1.86K$70Added$70

Positions as of Q2 2025. 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.