InvescoIVZ

13F holders, Q1 2024 (March 31)
494holders
10famous investors
$16.58avg. 13F price*

At the end of Q1 2024, 494 institutions reported holding Invesco Ltd. (IVZ) in their 13F filings. The largest holders were BlackRock Inc. ($901.7M), Vanguard Group Inc. ($853.7M) and Trian Fund Management ($563.1M). 10 famous investors held it, including Nelson Peltz (7.0% of Trian Fund Management's portfolio), Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.1% of AQR Capital Management's portfolio).

Company
Invesco Ltd.
Sector
Finance
CUSIP
G491BT108
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 494Q1 2024Q2 2024: 475Q2 2024Q3 2024: 493Q3 2024Q4 2024: 525Q4 2024Q1 2025: 517Q1 2025Q2 2025: 522Q2 2025Q3 2025: 566Q3 2025Q4 2025: 630Q4 2025Q1 2026: 638Q1 2026Q2 2026: 670Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions61$62.4M
Exits56$180.1M

Ownership 494 holders

BlackRock Inc. 0.02% Add +17.4% 54,349,185 $901.7M
Vanguard Group Inc. 0.02% Add +0.0% 51,458,942 $853.7M
Trian Fund Management 7.02% No change 33,940,096 $563.1M
State Street Corp. 0.02% Add +3.6% 21,856,185 $362.6M
Dimensional Fund Advisors LP 0.07% Add +6.8% 14,735,162 $244.5M
Geode Capital Management, LLC 0.02% Add +2.0% 9,950,029 $164.8M
Morgan Stanley 0.01% Add +23.7% 6,124,027 $101.6M
Northern Trust Corp. 0.01% Reduce -10.8% 5,065,723 $84.0M
Fisher Asset Management 0.03% Add +6.4% 4,172,791 $69.2M
Charles Schwab Investment Management Inc. 0.02% Add +2.5% 4,134,976 $68.6M
Voloridge Investment Management, LLC 0.19% Add +356.5% 3,111,622 $51.6M
Two Sigma Advisers, LP 0.12% Add +105.5% 3,080,600 $51.1M
Goldman Sachs Group Inc. 0.01% Reduce -15.5% 2,804,991 $46.5M
Norges Bank 0.01% Reduce -22.6% 2,591,715 $43.0M
Swedbank AB 0.06% No change 2,500,000 $41.5M
Alliancebernstein L.P. 0.01% Add +332.8% 2,483,712 $41.2M
Bank of New York Mellon Corp 0.01% Reduce -5.1% 2,459,372 $40.8M
Millennium Management 0.03% Reduce -12.4% 2,345,056 $38.9M
Two Sigma Investments, LP 0.10% Add +69.9% 2,301,734 $38.2M
Amundi 0.02% Add +39.5% 2,354,223 $35.9M
Bank of America Corp. 0.00% Add +210.6% 2,139,079 $35.5M
Barclays PLC 0.02% Reduce -20.1% 2,051,796 $34.0M
AQR Capital Management 0.06% Add +3.7% 1,986,446 $33.0M
American Century Companies Inc. 0.02% Add +9.0% 1,733,980 $28.8M
Letko, Brosseau & Associates Inc. 0.48% Reduce -0.9% 1,654,863 $27.5M
HSBC Holdings PLC 0.02% Add +67.6% 1,557,795 $25.8M
T. Rowe Price Associates Inc. 0.00% Add +4.0% 1,497,405 $24.8M
UBS Group AG 0.01% Reduce -17.5% 1,394,327 $23.1M
Massachusetts Financial Services Co. 0.01% Reduce -48.1% 1,321,758 $21.9M
Tudor Investment Corporation 0.25% Add +6861.6% 1,207,008 $20.0M
Pzena Investment Management LLC 0.06% Reduce -0.5% 1,114,451 $18.5M
Macquarie Group Ltd. 0.02% Add +25581.1% 1,104,286 $18.3M
Deutsche Bank AG 0.01% Reduce -0.4% 1,093,799 $18.1M
Nuveen Asset Management, LLC 0.01% Reduce -0.3% 1,087,349 $18.0M
Connor, Clark & Lunn Investment Management Ltd. 0.08% Add +0.5% 1,079,698 $17.9M
First Trust Advisors LP 0.02% Reduce -14.3% 1,018,098 $16.9M
Citadel Advisors 0.02% Reduce -81.1% 1,010,261 $16.8M
JPMorgan Chase & Co. 0.00% Reduce -6.5% 1,009,152 $16.7M
D. E. Shaw & Co. 0.02% Add +63.9% 985,979 $16.4M
Qube Research & Technologies Ltd 0.03% New 978,238 $16.2M
Royal Bank of Canada 0.00% Reduce -4.8% 968,532 $16.1M
Renaissance Technologies 0.02% Add +590.6% 897,100 $14.9M
Squarepoint Ops LLC 0.06% Reduce -54.6% 870,414 $14.4M
BNP Paribas Financial Markets 0.02% Add +40.4% 826,929 $13.7M
AXA S.A. 0.04% Reduce -39.2% 750,920 $12.5M
Rhumbline Advisers 0.01% Reduce -5.8% 702,200 $11.6M
Legal & General Group Plc 0.00% Add +4.7% 698,617 $11.6M
Ossiam 0.20% Add +2712.9% 680,157 $11.3M
Swiss National Bank 0.01% Add +0.4% 665,700 $11.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -1.1% 650,661 $10.8M
California Public Employees Retirement System 0.01% Reduce -1.1% 633,796 $10.5M
Bank of Nova Scotia 0.02% Reduce -9.5% 632,820 $10.5M
Channing Capital Management, LLC 0.28% Add +33.0% 632,114 $10.5M
AE Wealth Management LLC 0.12% Reduce -18.4% 627,024 $10.4M
Marshall Wace, LLP 0.02% Reduce -53.3% 566,227 $9.4M
FMR LLC 0.00% Reduce -21.5% 551,058 $9.1M
Cerity Partners LLC 0.02% Add +7.7% 538,142 $8.9M
Healthcare of Ontario Pension Plan Trust Fund 0.03% Reduce -32.6% 531,436 $8.8M
Thrivent Financial for Lutherans 0.02% Add +217.8% 526,256 $8.7M
Olstein Capital Management, L.P. 1.40% Reduce -3.4% 514,946 $8.5M
M&G PLC 0.06% — 496,351 $8.4M
Principal Financial Group Inc. 0.00% Add +1.0% 506,616 $8.4M
Point72 Europe (London) LLP 0.75% Add +964.9% 485,700 $8.1M
State Board of Administration of Florida Retirement System 0.02% Add +10.4% 470,626 $7.7M
GMO 0.03% Add +17.6% 436,079 $7.2M
Man Group plc 0.02% Add +244.3% 420,940 $7.0M
Credit Suisse AG/ 0.01% Reduce -3.4% 411,873 $6.8M
Brandywine Global Investment Management, LLC 0.05% Add +1.8% 407,980 $6.8M
Wesleyan Assurance Society 0.59% No change 404,237 $6.7M
Susquehanna Portfolio Strategies, LLC 0.15% Reduce -23.9% 399,350 $6.6M
Ameriprise Financial Inc. 0.00% Reduce -81.5% 395,291 $6.6M
Cubist Systematic Strategies, LLC 0.07% Add +70.9% 393,728 $6.5M
Insight Folios Inc 2.62% Add +2.0% 390,278 $6.5M
Bank of Montreal 0.00% Add +7.1% 388,635 $6.5M
New York State Teachers Retirement System 0.01% Reduce -15.8% 380,292 $6.3M
Storebrand Asset Management As 0.02% Reduce -3.8% 364,927 $6.1M
Adage Capital Partners Gp, L.L.C. 0.01% Reduce -19.6% 350,869 $5.8M
California State Teachers Retirement System 0.01% Reduce -5.3% 350,465 $5.8M
Prudential Financial Inc. 0.01% Reduce -39.9% 344,523 $5.7M
Robeco Institutional Asset Management B.V. 0.01% Reduce -32.8% 320,896 $5.3M
Live Oak Private Wealth LLC 0.92% Add +4.3% 319,199 $5.3M
Manufacturers Life Insurance Company, The 0.00% Reduce -11.9% 316,789 $5.3M
Cacti Asset Management LLC 0.41% Add +64.5% 326,281 $5.1M
Voya Investment Management LLC 0.01% Add +121.5% 301,258 $5.0M
South Dakota Investment Council 0.10% No change 295,448 $4.9M
Jump Financial, LLC 0.13% Add +609.7% 295,127 $4.9M
Canada Pension Plan Investment Board 0.01% Add +118.7% 292,800 $4.9M
Sei Investments Co. 0.01% Reduce -0.5% 284,181 $4.7M
Quantbot Technologies LP 0.27% Add +62.5% 283,584 $4.7M
APG Asset Management N.V. 0.01% New 301,400 $4.6M
ExodusPoint Capital Management, LP 0.06% New 276,071 $4.6M
Interval Partners, LP 0.17% Reduce -40.4% 270,420 $4.5M
Poehling Capital Management, INC. 1.14% Reduce -0.1% 256,319 $4.3M
New York State Common Retirement Fund 0.01% Reduce -17.9% 255,955 $4.2M
Gifford Fong Associates 1.17% No change 255,393 $4.2M
Valueworks LLC 1.35% Add +0.8% 249,899 $4.1M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -0.9% 248,906 $4.1M
American Financial Group Inc. 1.75% No change 245,000 $4.1M
Susquehanna International Group, LLP 0.01% Reduce -64.0% 239,819 $4.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Reduce -10.4% 239,393 $4.0M
Holocene Advisors, LP 0.01% Reduce -85.2% 233,705 $3.9M
LPL Financial LLC 0.00% Add +9.4% 224,650 $3.7M
Trexquant Investment LP 0.07% Add +137.3% 224,624 $3.7M
Swiss Life Asset Management Ltd 0.05% New 217,430 $3.6M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -76.9% 211,156 $3.5M
Toronto Dominion Bank 0.01% Reduce -48.6% 210,811 $3.5M
Continental Advisors LLC 2.73% Add +6.0% 208,100 $3.5M
Citigroup Inc. 0.00% Add +7.3% 201,922 $3.3M
Redwood Investment Management, LLC 0.31% Add +8.8% 195,840 $3.2M
Wells Fargo & Company 0.00% Add +14.0% 195,301 $3.2M
Campbell & CO Investment Adviser LLC 0.27% New 190,926 $3.2M
Quantinno Capital Management LP 0.07% Add +8.7% 188,462 $3.1M
Engineers Gate Manager LP 0.08% Reduce -0.1% 186,536 $3.1M
Rafferty Asset Management, LLC 0.01% Reduce -3.5% 184,594 $3.1M
Schonfeld Strategic Advisors LLC 0.02% Reduce -21.6% 184,148 $3.1M
State of New Jersey Common Pension Fund D 0.01% No change 181,736 $3.0M
National Bank of Canada 0.01% Add +68.7% 190,045 $3.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Add +22.9% 177,496 $2.9M
Janus Henderson Group PLC 0.00% Reduce -0.3% 176,640 $2.9M
Stifel Financial Corp. 0.00% Add +16.1% 172,634 $2.9M
Caption Management, LLC 0.31% New 168,997 $2.8M
Treasurer of the State of North Carolina 0.01% Add +0.7% 162,190 $2.7M
Nisa Investment Advisors, LLC 0.02% Add +0.1% 158,886 $2.6M
Point72 (DIFC) Ltd 0.20% — 158,825 $2.6M
PEAK6 Investments LLC 0.13% New 157,684 $2.6M
Alaska Permanent Fund Corp 0.04% Add +7.1% 155,635 $2.6M
Gabelli Funds LLC 0.02% No change 155,000 $2.6M
Public Employees Retirement System of Ohio 0.01% Reduce -7.9% 154,776 $2.6M
State of Tennessee, Department of Treasury 0.01% Add +119.1% 154,415 $2.6M
Catalyst Funds Management Pty Ltd 0.71% — 153,000 $2.5M
Osaic Holdings, Inc. 0.01% Add +140.6% 149,958 $2.5M
Truist Financial Corp. 0.00% Add +29.8% 140,772 $2.3M
Alexander Randolph Advisory, Inc. 2.02% Reduce -0.5% 139,190 $2.3M
Jane Street Group, LLC 0.00% Reduce -59.7% 135,277 $2.2M
CANADA LIFE ASSURANCE Co 0.00% Add +6.2% 133,700 $2.2M
Commonwealth Equity Services, LLC 0.00% Add +33.8% 133,407 $2.2M
Victory Capital Management Inc. 0.00% Reduce -10.7% 131,462 $2.2M
Amalgamated Bank 0.02% Add +5.7% 131,032 $2.2M
Quadrature Capital Ltd 0.04% Add +81.6% 129,684 $2.2M
Cinctive Capital Management LP 0.11% Reduce -75.7% 127,857 $2.1M
Systematic Alpha Investments, LLC 0.08% No change 126,193 $2.1M
Los Angeles Capital Management LLC 0.01% New 124,503 $2.1M
ProShare Advisors LLC 0.01% Reduce -4.8% 123,724 $2.1M
State of Michigan Retirement System 0.01% Add +0.1% 123,198 $2.0M
Mitsubishi UFJ Trust & Banking Corp 0.00% Add +684.1% 122,986 $2.0M
Tidal Investments LLC 0.03% New 121,777 $2.0M
Susquehanna Fundamental Investments, LLC 0.09% New 117,471 $1.9M
American International Group, Inc. 0.01% Reduce -0.3% 116,841 $1.9M
Paralel Advisors LLC 0.09% No change 116,749 $1.9M
Capital Fund Management S.A. 0.02% Add +102.2% 111,224 $1.8M
ARGA Investment Management, LP 0.06% Add +1.0% 108,269 $1.8M
Texas Permanent School Fund Corp. 0.01% Add +4.5% 103,613 $1.7M
MetLife Investment Management, LLC 0.01% Reduce -3.6% 103,556 $1.7M
Highland Capital Management, LLC 0.10% Reduce -0.3% 101,008 $1.7M
Y-Intercept (Hong Kong) Ltd 0.13% Add +39.6% 100,999 $1.7M
Retirement Systems of Alabama 0.01% Add +0.1% 99,212 $1.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +0.2% 98,678 $1.6M
Ensign Peak Advisors, Inc 0.00% Reduce -4.8% 98,025 $1.6M
QRG Capital Management, Inc. 0.02% Add +10.5% 97,629 $1.6M
Pictet Asset Management Holding SA 0.00% Add +0.7% 96,798 $1.6M
Guggenheim Capital LLC 0.01% Reduce -31.9% 95,740 $1.6M
Duality Advisers, LP 0.16% Add +322.9% 95,689 $1.6M
Cibc World Markets Corp. 0.01% Add +4.2% 95,581 $1.6M
Arizona State Retirement System 0.01% Reduce -1.5% 92,661 $1.5M
Baird Financial Group, Inc. 0.00% Add +2.9% 92,125 $1.5M
Cetera Investment Advisers 0.00% Add +354.1% 92,059 $1.5M
Wealthfront Advisers LLC 0.01% Reduce -2.2% 91,944 $1.5M
STRS Ohio 0.01% New 91,292 $1.5M
Erste Asset Management GmbH 0.02% Add +14.4% 90,583 $1.5M
PNC Financial Services Group, Inc. 0.00% Add +13.5% 86,097 $1.4M
Bessemer Group Inc. 0.00% Add +5321.9% 85,341 $1.4M
Harmony Asset Management LLC 0.58% Reduce -2.6% 84,825 $1.4M
Qsemble Capital Management, LP 0.31% New 84,256 $1.4M
Venture Visionary Partners LLC 0.07% New 83,109 $1.4M
Aquatic Capital Management LLC 0.05% Add +50.5% 83,100 $1.4M
Nebula Research & Development LLC 0.29% New 82,016 $1.4M
Kestra Private Wealth Services, LLC 0.03% Reduce -1.6% 81,512 $1.4M
TD Asset Management Inc 0.00% Add +1.8% 80,092 $1.3M
Czech National Bank 0.02% Add +0.5% 79,115 $1.3M
B.O.S.S. Retirement Advisors, LLC 0.50% Reduce -10.7% 73,182 $1.3M
Savant Capital, LLC 0.01% Add +168.0% 78,377 $1.3M
Teza Capital Management LLC 0.17% Reduce -34.8% 76,490 $1.3M
Mork Capital Management, LLC 0.92% No change 73,400 $1.2M
Cambridge Investment Research Advisors, Inc. 0.00% Add +109.5% 72,075 $1.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Reduce -1.9% 70,974 $1.2M
Yousif Capital Management, LLC 0.01% Reduce -9.8% 70,436 $1.2M
Handelsbanken Fonder AB 0.00% No change 68,800 $1.1M
State of Wisconsin Investment Board 0.00% Add +67.7% 68,175 $1.1M
Public Sector Pension Investment Board 0.01% Add +0.3% 67,434 $1.1M
Numerai GP LLC 0.48% New 67,111 $1.1M
Raymond James & Associates 0.00% Reduce -8.9% 66,490 $1.1M
Kestra Advisory Services, LLC 0.01% Reduce -2.8% 66,466 $1.1M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -2.6% 65,935 $1.1M
Aviance Capital Partners, LLC 0.16% Add +2.9% 64,931 $1.1M
Pathstone Holdings, LLC 0.01% Add +26.0% 64,184 $1.1M
Greenwood Capital Associates LLC 0.14% New 63,944 $1.1M
Utah Retirement Systems 0.01% Reduce -0.2% 63,578 $1.1M
Centiva Capital, LP 0.06% New 63,239 $1.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -8.5% 61,559 $1.0M
CIBC Asset Management Inc 0.00% Add +2.9% 61,481 $1.0M
Mercer Global Advisors Inc. 0.00% Reduce -30.7% 60,161 $998K
New York Life Investment Management LLC 0.01% Reduce -3.7% 60,145 $998K
Franklin Resources Inc. 0.00% Reduce -42.5% 59,587 $989K
Neuberger Berman Group LLC 0.00% Add +0.2% 59,293 $984K
Mutual of America Capital Management LLC 0.01% Reduce -1.8% 58,933 $978K
Fox Run Management, L.L.C. 0.21% Add +7.5% 58,418 $969K
Verition Fund Management LLC 0.01% Add +13.7% 57,468 $953K
Mariner, LLC 0.00% Add +7.1% 57,377 $952K
Rothschild Investment LLC 0.07% Add +2.5% 57,071 $947K
Impax Asset Management Group plc 0.00% Add +52.3% 56,500 $937K
UniSuper Management Pty Ltd 0.01% Add +1171.5% 55,527 $921K
Gold Investment Management Ltd. 0.37% Add +4.7% 55,245 $917K
Russell Investments Group, Ltd. 0.00% Add +152.4% 54,637 $906K
Aberdeen Group plc 0.00% Reduce -31.1% 54,428 $903K
Hennion & Walsh Asset Management, Inc. 0.05% Add +53.4% 54,426 $903K
SG Americas Securities, LLC 0.00% Reduce -72.6% 53,730 $891K
KBC Group NV 0.00% Reduce -93.7% 52,534 $872K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -56.5% 53,463 $851K
Walleye Capital LLC 0.01% New 49,116 $815K
State of Alaska, Department of Revenue 0.01% Add +0.5% 48,771 $809K
HAP Trading, LLC 0.25% Add +8.3% 48,401 $803K
Mackenzie Financial Corp. 0.00% Reduce -0.6% 48,311 $801K
Corient Private Wealth LP 0.00% Add +23.3% 48,277 $801K
Simplex Trading, LLC 0.02% Add +427.9% 47,718 $791K
Lloyd Advisory Services, LLC. 0.17% New 47,320 $785K
Edgestream Partners, L.P. 0.04% Add +4.4% 47,298 $785K
Wright Investors Service Inc. 0.20% Add +2.1% 46,787 $776K
Vinva Investment Management Ltd 0.04% New 30,330 $771K
D.A. Davidson & Co. 0.01% Reduce -4.5% 46,190 $766K
Brevan Howard Capital Management LP 0.07% Add +7.6% 45,161 $749K
Xponance LLC 0.01% Reduce -23.0% 44,888 $745K
Strategic Advisors LLC 0.15% Reduce -8.3% 44,500 $738K
Teacher Retirement System of Texas 0.00% Add +4.7% 42,670 $708K
CIBC Private Wealth Group LLC 0.00% Add +103.4% 42,864 $707K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -9.0% 42,156 $699K
XTX Topco Ltd 0.09% New 41,788 $693K
Cresset Asset Management, LLC 0.00% Add +14.9% 40,671 $675K
Raymond James Financial Services Advisors, Inc. 0.00% Add +81.6% 39,988 $663K
HighTower Advisors, LLC 0.00% Add +70.3% 39,213 $651K
Commerce Bank 0.00% Add +0.9% 39,143 $649K
Paradigm Asset Management Co. LLC 0.16% No change 39,000 $647K
Oregon Public Employees Retirement Fund 0.01% Add +9.4% 38,386 $637K
Wealthcare Advisory Partners LLC 0.02% Add +9.5% 38,284 $635K
Group One Trading LLC 0.02% Add +523.5% 38,074 $632K
Cornercap Investment Counsel Inc. 0.10% Add +2.6% 37,760 $626K
Allspring Global Investments Holdings, LLC 0.00% Reduce -9.3% 37,142 $616K
Acadian Asset Management LLC 0.00% Add +35.5% 37,173 $615K
Freestone Capital Holdings, LLC 0.02% New 36,692 $609K
Magnetar Financial LLC 0.02% New 36,557 $606K
Private Advisor Group, LLC 0.00% Reduce -29.4% 36,469 $605K
Creative Planning 0.00% Add +3.7% 35,927 $596K
iSAM Funds (UK) Ltd 0.34% New 35,341 $586K
Praxis Investment Management Inc. 0.04% No change 34,830 $578K
Teachers Retirement System of the State of Kentucky 0.01% Reduce -5.0% 34,592 $573K
Kentucky Retirement Systems 0.02% Reduce -5.1% 34,136 $566K
LMR Partners LLP 0.02% No change 34,112 $566K
Crossmark Global Holdings, Inc. 0.01% Add +2.3% 33,973 $564K
Asset Management One Co., Ltd. 0.00% Add +668.4% 33,442 $555K
Tennessee Valley Asset Management Partners 0.13% Add +0.8% 33,074 $549K
Stock Yards Bank & Trust Co. 0.02% Reduce -4.6% 32,682 $542K
Public Employees Retirement Association of Colorado 0.00% Reduce -7.8% 31,913 $529K
O'shaughnessy Asset Management, LLC 0.01% Add +33.8% 31,543 $523K
Investors Research Corp 0.12% Add +9.4% 31,500 $523K
Axq Capital, LP 0.12% Reduce -45.7% 31,000 $514K
Pacer Advisors, Inc. 0.00% Add +2.5% 30,796 $511K
ClearAlpha Technologies LP 0.22% Reduce -58.0% 30,387 $504K
Tower Research Capital LLC (TRC) 0.01% Reduce -58.2% 30,217 $501K
Wbi Investments, LLC 0.10% Reduce -78.6% 30,153 $500K
Kintegral Advisory, LLC 0.05% Reduce -0.3% 29,771 $494K
Natixis 0.00% Reduce -78.7% 29,549 $490K
Atom Investors LP 0.06% New 29,213 $485K
Krane Funds Advisors LLC 0.02% New 29,501 $482K
Hartford Investment Management Co. 0.02% Reduce -5.2% 28,610 $475K
Retirement Planning Co of New England, Inc. 0.25% Add +18.6% 27,550 $457K
Rathbones Group PLC 0.00% Reduce -2.8% 26,981 $448K
Equitable Holdings, Inc. 0.01% Reduce -0.7% 26,962 $447K
Securian Asset Management, Inc. 0.01% Reduce -7.0% 26,474 $439K
Maryland State Retirement & Pension System 0.01% No change 28,738 $438K
Signaturefd, LLC 0.01% Add +81.0% 26,251 $436K
Louisiana State Employees Retirement System 0.01% Reduce -3.7% 26,200 $435K
Mather Group, Llc. 0.01% Reduce -0.4% 23,482 $419K
Wolverine Trading, LLC 0.00% Add +2.6% 25,202 $418K
Credit Agricole S A 0.01% Add +114.7% 27,305 $417K
Vontobel Holding Ltd. 0.00% Reduce -19.3% 24,044 $399K
Unison Advisors LLC 0.04% Add +1.1% 23,975 $398K
Morningstar Investment Services LLC 0.00% Reduce -51.5% 23,938 $394K
New Mexico Educational Retirement Board 0.01% Reduce -5.0% 22,614 $375K
CSS LLC 0.09% New 22,390 $371K
Farther Finance Advisors, LLC 0.02% Add +4.3% 22,409 $370K
Impact Partnership Wealth, LLC 0.14% Add +15.9% 21,818 $362K
Captrust Financial Advisors 0.00% Reduce -44.4% 21,384 $355K
MML Investors Services, LLC 0.00% Reduce -7.3% 20,775 $345K
Glenmede Trust Co. NA 0.00% Reduce -1.1% 20,404 $339K
NorthCrest Asset Manangement, LLC 0.01% Reduce -1.7% 20,010 $332K
First Trust Direct Indexing L.P. 0.02% Reduce -0.4% 20,006 $332K
Element Wealth, LLC 0.19% Add +0.5% 19,472 $323K
Ethic Inc. 0.01% Reduce -41.5% 19,345 $321K
Olympiad Research LP 0.21% New 19,020 $316K
Prelude Capital Management, LLC 0.02% New 18,737 $311K
MAI Capital Management 0.00% Reduce -6.3% 18,585 $308K
EPG Wealth Management LLC 0.08% Add +5.0% 18,528 $307K
Ieq Capital, LLC 0.00% Reduce -8.0% 18,452 $306K
Metropolitan Life Insurance Co 0.01% Reduce -0.9% 18,129 $301K
Centennial Wealth Advisory LLC 0.14% Reduce -4.9% 17,610 $292K
Lanark Financial, Inc. 0.03% Add +12.7% 17,170 $284K
Bank Ozk 0.13% Reduce -45.0% 17,039 $283K
International Private Wealth Advisors LLC 0.53% New 16,691 $277K
Handelsinvest Investeringsforvaltning 0.13% Reduce -34.2% 16,580 $275K
Stonebridge Capital Advisors LLC 0.02% Reduce -76.2% 16,500 $274K
Walleye Trading LLC 0.00% New 16,282 $270K
United Services Automobile Association 0.01% No change 16,121 $267K
Beacon Investment Advisory Services, Inc. 0.01% Add +0.0% 16,087 $267K
Norinchukin Bank, The 0.01% Reduce -1.4% 15,868 $263K
Fifth Third Bancorp 0.00% Add +3.5% 15,659 $260K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 15,366 $255K
DGS Capital Management, LLC 0.07% Reduce -5.4% 15,326 $254K
Eagle Rock Investment Company, LLC 0.05% No change 15,175 $252K
Aigen Investment Management, LP 0.05% New 15,085 $250K
Korea Investment CORP 0.00% No change 14,835 $246K
Kentucky Retirement Systems Insurance Trust Fund 0.02% Reduce -7.4% 14,834 $246K
Daiwa Securities Group Inc. 0.00% Add +22.8% 14,794 $245K
Greenleaf Trust 0.00% Reduce -0.3% 14,713 $244K
US Bancorp \de 0.00% Reduce -17.4% 14,711 $244K
Wedmont Private Capital 0.02% Add +0.8% 14,131 $239K
M&T Bank Corp 0.00% Add +2.9% 14,387 $239K
Cibc World Market Inc. 0.00% New 13,820 $229K
Envestnet Asset Management Inc. 0.00% Reduce -80.4% 13,490 $224K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +22.8% 13,429 $223K
United Capital Financial Advisors, LLC 0.00% Reduce -17.3% 13,319 $221K
Keystone Financial Group 0.03% Add +0.5% 13,099 $217K
Oak Thistle LLC 0.19% Reduce -80.0% 13,049 $216K
Moors & Cabot, Inc. 0.01% Add +1.2% 13,038 $216K
Oxford Financial Group, LTD. LLC 0.01% Add +0.4% 12,995 $216K
Dorsey & Whitney Trust CO LLC 0.01% Reduce -0.3% 12,922 $214K
Caldwell Trust Co 0.02% Add +0.0% 12,707 $211K
Maverick Capital 0.00% New 12,564 $208K
IRON Financial LLC 0.11% Add +9.1% 12,116 $201K
Natixis Advisors, LLC 0.00% Reduce -23.6% 12,101 $201K
Investors Asset Management of Georgia Inc. /Ga/ 0.09% Add +0.2% 12,084 $200K
Novare Capital Management LLC 0.02% No change 12,000 $199K
Boothbay Fund Management, LLC 0.01% Reduce -33.6% 11,884 $197K
V-Square Quantitative Management LLC 0.03% No change 11,772 $195K
Harbour Investments, Inc. 0.01% Reduce -0.9% 11,735 $195K
Headlands Technologies LLC 0.05% New 11,680 $194K
Perigon Wealth Management, LLC 0.01% Add +3.8% 11,669 $194K
Gsa Capital Partners LLP 0.02% New 11,603 $192K
Advisors Asset Management, Inc. 0.00% Add +77.6% 11,431 $190K
Leonteq Securities AG 0.03% Reduce -20.3% 11,210 $186K
Quantitative Investment Management, LLC 0.01% New 11,189 $185K
Cooper Financial Group 0.03% Add +1.3% 11,069 $184K
Burney Co./ 0.01% New 11,026 $183K
Perennial Investment Advisors, LLC 0.03% Add +0.2% 10,993 $182K
NEOS Investment Management LLC 0.01% New 10,945 $182K
Cipher Capital LP 0.08% New 10,813 $179K
Meridian Wealth Advisors, LLC 0.03% No change 10,798 $179K
Fayez Sarofim & Co 0.00% No change 10,691 $177K
Meritage Group LP 0.00% Reduce -5.7% 10,601 $176K
Patton Fund Management, Inc. 0.03% New 10,345 $172K
Cwm, LLC 0.00% Add +65.1% 10,335 $171K
Truvestments Capital LLC 0.07% Reduce -28.9% 10,234 $170K
Nomura Asset Management Co. Ltd. 0.00% Reduce -0.8% 10,201 $169K
Lincoln National Corp. 0.00% New 10,199 $169K
Sumitomo Mitsui Trust Group, Inc. 0.00% New 10,167 $169K
GTS Securities LLC 0.00% Reduce -57.5% 10,100 $168K
Hoertkorn Richard Charles 0.07% No change 10,000 $166K
DekaBank Deutsche Girozentrale 0.00% Add +11.9% 9,471 $155K
Horizon Investments, LLC 0.00% Reduce -3.7% 8,850 $145K
Federation des caisses Desjardins du Quebec 0.00% No change 8,610 $143K
Capstone Investment Advisors, LLC 0.00% Add +44.6% 7,764 $129K
United Community Bank 0.05% Add +0.4% 7,616 $126K
MCF Advisors LLC 0.01% Add +2.0% 6,306 $105K
Covestor Ltd 0.06% Reduce -43.1% 5,856 $97K
Ameritas Investment Partners, Inc. 0.00% No change 5,598 $93K
Quent Capital, LLC 0.01% Add +8.7% 5,174 $86K
GAMMA Investing LLC 0.02% Add +4.0% 4,796 $80K
Point72 Asia (Singapore) Pte. Ltd. 0.02% Reduce -65.6% 4,471 $74K
EntryPoint Capital, LLC 0.06% New 3,862 $64K
Parallel Advisors, LLC 0.00% Add +11.3% 3,720 $62K
Abich Financial Wealth Management LLC 0.05% Add +50.0% 3,631 $60K
Optimum Investment Advisors 0.03% Reduce -34.0% 3,500 $58K
TD Private Client Wealth LLC 0.00% Reduce -9.9% 3,262 $54K
Huntington National Bank 0.00% Reduce -6.8% 2,861 $47K
Silvant Capital Management LLC 0.00% No change 2,649 $44K
EverSource Wealth Advisors, LLC 0.00% Add +12.8% 2,778 $39K
Jones Financial Companies LLLP 0.00% Reduce -27.0% 2,150 $36K
Pinnacle Bancorp, Inc. 0.01% No change 2,000 $33K
Asset Dedication, LLC 0.00% No change 1,900 $32K
Altshuler Shaham Ltd 0.00% Reduce -90.9% 1,871 $31K
CI Investments Inc. 0.00% Add +173.8% 1,848 $31K
TD Waterhouse Canada Inc. 0.00% Reduce -71.5% 1,347 $29K
Orion Capital Management LLC 0.01% No change 1,700 $28K
Gables Capital Management Inc. 0.01% No change 1,634 $27K
Quarry LP 0.01% Reduce -25.4% 1,537 $25K
Deseret Mutual Benefit Administrators 0.01% No change 1,521 $25K
Capital Analysts, LLC 0.00% Reduce -0.7% 1,510 $25K
Quadrant Capital Group LLC 0.00% Reduce -25.8% 1,472 $24K
Private Trust Co. NA 0.00% No change 1,353 $22K
Denali Advisors LLC 0.01% No change 1,337 $22K
MassMutual Private Wealth & Trust, FSB 0.00% Add +4.0% 1,246 $21K
Hilltop National Bank 0.01% — 1,238 $21K
Resona Asset Management Co.,Ltd. 0.00% — 1,233 $20K
Principal Securities, Inc. 0.00% Add +39.4% 1,210 $20K
CGC Financial Services, LLC 0.01% No change 1,155 $19K
Castleview Partners, LLC 0.01% No change 1,123 $19K
CENTRAL TRUST Co 0.00% Add +12.3% 1,123 $19K
Steward Partners Investment Advisory, LLC 0.00% No change 1,072 $18K
Avondale Wealth Management 0.01% No change 1,050 $17K
McIlrath & Eck, LLC 0.00% New 1,032 $17K
Valley National Advisers Inc. 0.00% No change 1,045 $17K
Clear Investment Research, LLC 0.02% No change 1,000 $17K
Towne Trust Company, N.A 0.01% New 1,000 $17K
Creative Financial Designs Inc. 0.00% Reduce -23.7% 982 $16K
Sunbelt Securities, Inc. 0.00% No change 949 $16K
Rosenberg Matthew Hamilton 0.00% No change 950 $16K
Lindbrook Capital, LLC 0.00% Reduce -1.1% 943 $16K
Federated Hermes, Inc. 0.00% Reduce -26.8% 821 $14K
Parkside Financial Bank & Trust 0.00% No change 806 $13K
Northwest Investment Counselors, LLC 0.00% New 757 $13K
Salem Investment Counselors Inc. 0.00% No change 750 $12K
Assetmark, Inc. 0.00% New 691 $11K
Whittier Trust Co. 0.00% Reduce -10.5% 683 $11K
Allworth Financial LP 0.00% Reduce -12.4% 623 $10K
Smartleaf Asset Management LLC 0.00% Add +94.3% 610 $10K
UMB Bank, n.a. 0.00% Add +3.1% 593 $10K
Venturi Wealth Management, LLC 0.00% Add +264.4% 583 $10K
Continuum Advisory, LLC 0.00% New 615 $9K
FinTrust Capital Advisors, LLC 0.00% No change 555 $9K
CoreCap Advisors, LLC 0.00% New 516 $9K
Bell Investment Advisors, Inc 0.00% No change 515 $9K
First Horizon Advisors, Inc. 0.00% Add +17.5% 464 $8K
Pflug Koory, LLC 0.00% No change 450 $7K
Red Tortoise LLC 0.00% No change 446 $7K
Vima LLC 0.01% Reduce -32.1% 423 $7K
Fortitude Family Office, LLC 0.00% No change 407 $7K
Zions Bancorporation, N.A. 0.00% No change 373 $6K
NewEdge Advisors, LLC 0.00% Add +17.4% 323 $5K
JFS Wealth Advisors, LLC 0.00% Add +18.2% 318 $5K
IFP Advisors, Inc 0.00% Add +4.0% 310 $5K
Cape Investment Advisory, Inc. 0.00% Add +42.0% 294 $5K
Blue Trust, Inc. 0.00% Reduce -60.5% 278 $5K
Boyd Watterson Asset Management LLC 0.00% No change 267 $4K
Exchange Traded Concepts, LLC 0.00% New 252 $4K
RFP Financial Group LLC 0.00% No change 249 $4K
Farmers & Merchants Investments Inc. 0.00% No change 247 $4K
Private Wealth Management Group, LLC 0.00% No change 244 $4K
Gradient Investments LLC 0.00% Reduce -12.4% 232 $4K
Versant Capital Management, Inc 0.00% No change 219 $4K
Global Retirement Partners, LLC 0.00% Reduce -57.5% 210 $3K
ICA Group Wealth Management, LLC 0.00% Add +1.4% 210 $3K
Eukles Asset Management 0.00% No change 200 $3K
Hexagon Capital Partners LLC 0.00% No change 193 $3K
WealthCollab, LLC 0.00% No change 179 $3K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 171 $3K
Janiczek Wealth Management, LLC 0.00% No change 169 $3K
Rakuten Securities, Inc. 0.00% Add +108.8% 167 $3K
Raleigh Capital Management Inc. 0.00% Reduce -30.1% 165 $3K
Tidemark, LLC 0.00% Add +55.0% 155 $3K
Sound Income Strategies, LLC 0.00% No change 144 $2K
Manchester Capital Management LLC 0.00% Add +8.3% 143 $2K
Providence Capital Advisors, LLC 0.00% New 139 $2K
Private Ocean, LLC 0.00% No change 134 $2K
Brown Brothers Harriman & Co. 0.00% No change 122 $2K
Prestige Wealth Management Group LLC 0.00% No change 118 $2K
FSA Wealth Management LLC 0.00% No change 112 $2K
Chilton Capital Management LLC 0.00% No change 109 $2K
Avior Wealth Management, LLC 0.00% New 104 $2K
Concord Wealth Partners 0.00% No change 102 $2K
Point72 Hong Kong Ltd 0.00% New 100 $2K
SJS Investment Consulting Inc. 0.00% Add +10.5% 95 $2K
AdvisorNet Financial, Inc 0.00% Add +62.5% 91 $2K
Cornerstone Planning Group LLC 0.00% New 100 $1K
Jamison Private Wealth Management, Inc. 0.00% New 80 $1K
Whittier Trust Co. of Nevada Inc. 0.00% New 80 $1K
DiNuzzo Private Wealth, Inc. 0.00% Add +8.7% 75 $1K
Harbor Investment Advisory, LLC 0.00% New 74 $1K
MV Capital Management, Inc. 0.00% No change 66 $1K
Geneos Wealth Management Inc. 0.00% No change 64 $1K
City State Bank 0.00% No change 50 $1K
Capital Advisors, Ltd. LLC 0.00% New 36 $1K
GW&K Investment Management, LLC 0.00% Reduce -85.2% 53 $1K
Caitlin John, LLC 0.00% Reduce -72.4% 53 $879
Sugarloaf Wealth Management, LLC 0.00% No change 50 $830
Spire Wealth Management 0.00% No change 45 $747
Carolinas Wealth Consulting LLC 0.00% No change 41 $680
CVA Family Office, LLC 0.00% No change 40 $664
Dunhill Financial, LLC 0.00% Add +18.2% 39 $653
Raffa Wealth Management, LLC 0.00% No change 34 $564
Concourse Financial Group Securities, Inc. 0.00% No change 26 $431
Kelly Financial Services LLC 0.00% No change 24 $398
Bruce G. Allen Investments, LLC 0.00% New 17 $282
Delos Wealth Advisors, LLC 0.00% Reduce -38.9% 11 $183
TFO Wealth Partners, LLC 0.00% No change 11 $182
SOA Wealth Advisors, LLC. 0.00% No change 7 $112
WestEnd Advisors, LLC 0.00% New 2 $33

"% of holder's portfolio" is IVZ's weight in each manager's 13F, not the share of Invesco Ltd. the manager owns.