13F

Stock

Invesco Ltd.

IVZ · held by 25 managers

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025

Reported value

$289M

Holders

25

+2 new · −0 exited

Holders’ est. mark

$21.9M

Price effect on 9 books still in the name

Largest holder

$175.1M

MORGAN STANLEY

Holder count by quarter

Q4 2017Q1 2018Q2 2018Q3 2018Q1 2019Q2 2019Q3 2019Q4 2019Q1 2020Q2 2020Q3 2020Q4 2020Q1 2021Q2 2021Q3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY7.63M$175.1M—Held
BARCLAYS PLC1.77M$40.6M$12.7MCut−$1.57M
BANK OF AMERICA CORP /DE/1.47M$33.6M—Held
Swiss Life Asset Management Ltd1.17M$26.8M$8.38MAdded$8.17M
TUDOR INVESTMENT CORP ET AL236.1K$5.42M—Held
Norris Financial Group, LLC66.3K$1.52M—New
Allworth Financial LP59.7K$1.37M—Held
Essential Partners LLC46K$1.06M$319.6KAdded$352.9K
Invst, LLC45.5K$1.04M—Held
Savant Capital, LLC32K$734.4K$229.5KAdded$204.4K
GROUPAMA ASSET MANAGMENT25K$572.8K—Held
Sanctuary Advisors, LLC17.6K$403.5K$119.1KAdded$141.5K
INDEPENDENT FINANCIAL GROUP, LLC15.6K$358.1K$111.9KCut−$113.6K
DGS Capital Management, LLC15.4K$353.5K$110.5KAdded$110.3K
IFP Advisors, Inc2.01K$46.1K—Held
Cape Investment Advisory, Inc.395$9.06K—Held
SIMA Wealth Partners, LLC125$2.87K—Held
Prestige Wealth Management Group LLC118$2.71K$846Added$846
Clark Wealth Partners58$1.52K—New
Kilter Group LLC53$1.22K—Held
Principia Wealth Advisory, LLC52$1.19K—Held
Leonteq Securities AG51$1.17K$366Cut−$13.8K
MV CAPITAL MANAGEMENT, INC.35$803—Held
NEW MEXICO EDUCATIONAL RETIREMENT BOARD20.2K$464—Held
KBC Group NV11.4K$262—Held

Positions as of Q3 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.