Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

INVESCO LTD · SHS · Q1 2026 · 14 members disclosed IVZ ↗

13F filers reporting this class for the quarter ended 2026-03-31: 471
sum of the reported values across every holder; undisclosed values are left out, never counted as zero: $7.1B
holders whose share count rose or who opened the position (new + add), by shares: 249
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 67

Holders — quarter ended 2026-03-31

by reported value · Δ shares vs 2025-12-31Holders rank by reported value. The change kind — new, add, trim or exit — is read from the share count against the prior quarter, never from the reported value.

13F holders of IVZ ranked by reported value, 1–25 of 500 holders
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$941M	38,747,821	−208,807	TRIM
2	VANGUARD CAPITAL MANAGEMENT LLC	$679M	27,965,063	—	NO PRIOR
3	MILLENNIUM MANAGEMENT LLC	$526M	21,648,675	+7,765,889	ADD
4	DIMENSIONAL FUND ADVISORS LP	$519M	21,361,119	+596,434	ADD
5	VANGUARD PORTFOLIO MANAGEMENT LLC	$468M	19,262,823	—	NO PRIOR
6	STATE STREET CORP	$406M	16,705,078	−4,836,304	TRIM
7	GEODE CAPITAL MANAGEMENT, LLC	$311M	12,841,194	+1,916,054	ADD
8	AQR CAPITAL MANAGEMENT LLC	$300M	12,524,431	+3,641,568	ADD
9	Invesco Ltd.	$256M	10,558,025	+1,787,904	ADD
10	MORGAN STANLEY	$194M	7,969,702	+630,926	ADD
11	NORTHERN TRUST CORP	$146M	6,006,801	−1,032	TRIM
12	ALLIANCEBERNSTEIN L.P.	$126M	4,815,122	+7,029	ADD
13	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$108M	4,446,841	+70,242	ADD
14	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$85.6M	3,523,492	+3,523,492	NEW
15	Bank of New York Mellon Corp	$83.4M	3,431,694	+182,060	ADD
16	MACQUARIE GROUP LTD	$81.0M	3,335,304	+356,046	ADD
17	TRIAN FUND MANAGEMENT, L.P.	$72.2M	2,970,944	0	NO CHANGE
18	D. E. Shaw & Co., Inc.	$72.2M	2,970,869	+1,952,472	ADD
19	UBS Group AG	$70.0M	2,880,261	+38,431	ADD
20	BANK OF AMERICA CORP /DE/	$64.5M	2,654,290	+595,797	ADD
21	Qube Research & Technologies Ltd	$62.8M	2,585,048	+1,120,221	ADD
22	VANGUARD FIDUCIARY TRUST CO	$60.0M	2,468,123	—	NO PRIOR
23	DEUTSCHE BANK AG\	$48.3M	1,987,429	−647,437	TRIM
24	Nuveen, LLC	$47.4M	1,950,118	−9,696	TRIM
25	FIRST TRUST ADVISORS LP	$44.3M	1,824,137	−154,580	TRIM

Show all 500 holders

13F holders of IVZ ranked by reported value, 26–500 of 500 holders
#	Filer	Reported value	Shares	Δ shares	Change
26	CITIGROUP INC	$41.3M	1,699,438	+336,462	ADD
27	Point72 Asset Management, L.P.	$38.9M	1,603,062	−260,502	TRIM
28	Quantinno Capital Management LP	$38.3M	1,574,728	+306,213	ADD
29	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$35.8M	1,515,077	−406,081	TRIM
30	SEI INVESTMENTS CO	$35.7M	1,396,191	+231,926	ADD
31	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$31.3M	1,287,348	−159,346	TRIM
32	RAYMOND JAMES FINANCIAL INC	$29.7M	1,223,526	+206,187	ADD
33	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	$29.3M	1,204,285	+87,133	ADD
34	LETKO, BROSSEAU & ASSOCIATES INC	$29.1M	1,198,263	−377,200	TRIM
35	Allianz Asset Management GmbH	$28.7M	1,181,971	−200,206	TRIM
36	Alyeska Investment Group, L.P.	$28.4M	1,167,558	+1,167,558	NEW
37	Delta Global Management LP	$27.3M	1,122,257	−214,339	TRIM
38	Amundi	$25.3M	1,042,100	−972,700	TRIM
39	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$24.4M	1,005,401	+58,971	ADD
40	Vanguard Global Advisers, LLC	$23.6M	971,950	—	NO PRIOR
41	TODD ASSET MANAGEMENT LLC	$22.5M	926,713	+926,713	NEW
42	Engineers Gate Manager LP	$22.4M	921,326	−140,315	TRIM
43	IEQ CAPITAL, LLC	$22.2M	914,384	−1,459	TRIM
44	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$22.0M	906,701	+906,701	NEW
45	Squarepoint Ops LLC	$20.1M	827,522	+301,969	ADD
46	PRINCIPAL FINANCIAL GROUP INC	$20.0M	824,547	+43,322	ADD
47	FRANKLIN RESOURCES INC	$19.9M	820,429	+147,400	ADD
48	BANK OF MONTREAL /CAN/	$19.6M	806,117	+498,798	ADD
49	Swiss National Bank	$17.1M	703,500	0	NO CHANGE
50	Cerity Partners LLC	$17.1M	702,134	−3,111	TRIM
51	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$17.0M	698,485	+12,802	ADD
52	Legal & General Group Plc	$16.6M	683,451	−45,445	TRIM
53	HSBC HOLDINGS PLC	$16.4M	674,037	−188,139	TRIM
54	ROYAL BANK OF CANADA	$16.1M	661,711	−68,891	TRIM
55	CREDIT AGRICOLE S A	$15.8M	649,332	+21,611	ADD
56	FMR LLC	$14.1M	578,781	−141,393	TRIM
57	Susquehanna Portfolio Strategies, LLC	$14.0M	575,286	0	NO CHANGE
58	Mitsubishi UFJ Asset Management Co., Ltd.	$13.1M	538,767	+40,497	ADD
59	WEALTHCARE CAPITAL MANAGEMENT LLC	$11.3M	465,545	−33,000	TRIM
60	Endure Capital Management, LLC	$11.2M	461,606	—	NO PRIOR
61	CANADA PENSION PLAN INVESTMENT BOARD	$11.2M	460,800	+15,700	ADD
62	Governors Lane LP	$10.4M	427,500	+96,571	ADD
63	TWO SIGMA INVESTMENTS, LP	$9.4M	387,145	+225,034	ADD
64	WELLS FARGO & COMPANY/MN	$9.3M	380,905	+232,676	ADD
65	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$9.0M	369,686	0	NO CHANGE
66	Mariner, LLC	$8.9M	367,376	+66,686	ADD
67	ADAGE CAPITAL PARTNERS GP, L.L.C.	$8.7M	356,169	−5,700	TRIM
68	ExodusPoint Capital Management, LP	$8.4M	343,851	+343,851	NEW
69	Live Oak Private Wealth LLC	$8.2M	338,777	−8,000	TRIM
70	VANGUARD ASSET MANAGEMENT, Ltd	$8.0M	328,387	—	NO PRIOR
71	Schonfeld Strategic Advisors LLC	$7.7M	317,414	+153,134	ADD
72	CITADEL ADVISORS LLC	$7.5M	308,512	−553,798	TRIM
73	CWM, LLC	$7.2M	296,702	+61,370	ADD
74	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$6.9M	285,884	−14,689	TRIM
75	Y-Intercept (Hong Kong) Ltd	$6.9M	282,691	+33,079	ADD
76	Holocene Advisors, LP	$6.6M	271,480	−2,196,459	TRIM
77	Vontobel Holding Ltd.	$6.3M	260,742	+107,500	ADD
78	Connor, Clark & Lunn Investment Management Ltd.	$6.3M	259,797	+259,797	NEW
79	Robeco Institutional Asset Management B.V.	$6.2M	256,836	+1,542	ADD
80	NATIONAL BANK OF CANADA /FI/	$6.2M	256,181	+6,899	ADD
81	PRUDENTIAL FINANCIAL INC	$6.2M	255,260	−454,162	TRIM
82	WELLINGTON MANAGEMENT GROUP LLP	$6.1M	252,149	+36,171	ADD
83	STIFEL FINANCIAL CORP	$5.9M	241,540	+34,549	ADD
84	Creative Planning	$5.9M	241,364	+57,957	ADD
85	Universal- Beteiligungs- und Servicegesellschaft mbH	$5.7M	233,614	+54,321	ADD
86	Corient Private Wealth LLC	$5.5M	227,011	+18,272	ADD
87	WINTON GROUP Ltd	$5.4M	222,960	+194,960	ADD
88	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$5.4M	221,343	−124,418	TRIM
89	Chevy Chase Trust Holdings, LLC	$5.3M	218,734	−6,973	TRIM
90	Mitsubishi UFJ Trust & Banking Corp	$5.1M	211,743	−65,553	TRIM
91	Financiere des Professionnels - Fonds d'investissement inc.	$5.0M	207,800	+207,800	NEW
92	TORONTO DOMINION BANK	$5.0M	205,439	−54,953	TRIM
93	D.A. DAVIDSON & CO.	$5.0M	204,797	+8,124	ADD
94	LPL Financial LLC	$4.8M	198,184	−106,048	TRIM
95	MERCER GLOBAL ADVISORS INC /ADV	$4.7M	194,929	+27,910	ADD
96	VISTA INVESTMENT PARTNERS LLC	$4.5M	186,645	+186,645	NEW
97	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$4.4M	180,167	−21,889	TRIM
98	Convergence Investment Partners, LLC	$4.3M	178,323	+41,858	ADD
99	Cinctive Capital Management LP	$4.3M	177,881	+177,881	NEW
100	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$4.2M	172,064	+54,632	ADD
101	STOREBRAND ASSET MANAGEMENT AS	$4.1M	166,983	—	NO PRIOR
102	Janus Henderson Group Ltd.	$4.0M	165,886	+8,396	ADD
103	CIBC Bancorp USA Inc.	$3.9M	161,779	—	NO PRIOR
104	Financial Sense Advisors, Inc.	$3.8M	158,255	+118	ADD
105	Mubadala Investment Co PJSC	$3.8M	156,035	−16,433	TRIM
106	HANCOCK WHITNEY CORP	$3.7M	139,630	+5,502	ADD
107	Del-Sette Capital Management, LLC	$3.6M	146,655	+10,335	ADD
108	Cetera Investment Advisers	$3.5M	145,255	+13,137	ADD
109	ProShare Advisors LLC	$3.5M	142,989	−4,664	TRIM
110	Man Group plc	$3.3M	136,864	+65,182	ADD
111	MACKENZIE FINANCIAL CORP	$3.3M	135,594	−19,999	TRIM
112	Zurcher Kantonalbank (Zurich Cantonalbank)	$3.3M	135,048	+135,048	NEW
113	QRG CAPITAL MANAGEMENT, INC.	$3.3M	134,628	+4,148	ADD
114	Havemeyer Place LP	$3.2M	130,219	+93,499	ADD
115	Caption Management, LLC	$3.2M	130,000	−269,800	TRIM
116	PUBLIC SECTOR PENSION INVESTMENT BOARD	$3.1M	126,724	+13,402	ADD
117	Czech National Bank	$2.9M	120,921	+3,556	ADD
118	Rafferty Asset Management, LLC	$2.9M	119,997	−32,769	TRIM
119	VISTA INVESTMENT PARTNERS II, LLC	$2.9M	118,799	+118,799	NEW
120	LAZARD ASSET MANAGEMENT LLC	$2.8M	116,515	+37,066	ADD
121	STATE OF MICHIGAN RETIREMENT SYSTEM	$2.8M	115,998	−500	TRIM
122	State of New Jersey Common Pension Fund D	$2.8M	113,659	0	NO CHANGE
123	Ruffer LLP	$2.7M	112,202	+112,202	NEW
124	ZACKS INVESTMENT MANAGEMENT	$2.7M	112,318	+7,145	ADD
125	Pathstone Holdings, LLC	$2.7M	110,532	−6,936	TRIM
126	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$2.5M	103,427	−104	TRIM
127	MetLife Investment Management, LLC	$2.5M	102,430	−2,938	TRIM
128	Baird Financial Group, Inc.	$2.5M	101,291	+101,291	NEW
129	TRUIST FINANCIAL CORP	$2.5M	101,143	+377	ADD
130	KLP KAPITALFORVALTNING AS	$2.4M	100,700	+2,100	ADD
131	Grantham, Mayo, Van Otterloo & Co. LLC	$2.4M	100,594	−169,111	TRIM
132	CIBC Asset Management Inc	$2.4M	99,453	+381	ADD
133	HARMONY ASSET MANAGEMENT LLC	$2.4M	98,144	+3,607	ADD
134	Focus Partners Wealth	$2.4M	98,052	+14,442	ADD
135	Arizona State Retirement System	$2.4M	97,841	−1,013	TRIM
136	CONTINENTAL ADVISORS LLC	$2.4M	97,690	0	NO CHANGE
137	Retirement Systems of Alabama	$2.3M	94,286	−403	TRIM
138	Vanguard Investments Australia, Ltd.	$2.2M	90,129	—	NO PRIOR
139	Mirae Asset Global Investments Co., Ltd.	$2.1M	88,269	+14,825	ADD
140	VOYA INVESTMENT MANAGEMENT LLC	$2.1M	88,054	−474	TRIM
141	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$2.1M	87,634	−10,409	TRIM
142	Wealthfront Advisers LLC	$2.1M	87,376	+1,152	ADD
143	PICTON MAHONEY ASSET MANAGEMENT	$2.1M	85,847	−7,998	TRIM
144	Asset Management One Co., Ltd.	$2.0M	80,287	−377	TRIM
145	VARCOV Co.	$1.9M	79,037	+79,037	NEW
146	Pictet Asset Management Holding SA	$1.9M	77,832	+7,366	ADD
147	TD ASSET MANAGEMENT INC	$1.9M	77,554	+450	ADD
148	ENVESTNET ASSET MANAGEMENT INC	$1.8M	74,019	+17,380	ADD
149	Mork Capital Management, LLC	$1.8M	73,400	0	NO CHANGE
150	Northstar Advisory Group, LLC	$1.7M	71,978	+71,978	NEW
151	Vanguard Personalized Indexing Management, LLC	$1.7M	71,862	−1,610	TRIM
152	NEOS Investment Management LLC	$1.7M	69,674	−5,174	TRIM
153	Gold Investment Management Ltd.	$1.7M	69,017	+1,875	ADD
154	ASSETMARK, INC	$1.7M	68,256	+15,352	ADD
155	UniSuper Management Pty Ltd	$1.6M	67,714	+926	ADD
156	TEACHER RETIREMENT SYSTEM OF TEXAS	$1.6M	67,668	−2,507	TRIM
157	NewEdge Advisors, LLC	$1.6M	67,503	+67,503	NEW
158	FORA Capital, LLC	$1.6M	66,449	+66,449	NEW
159	GREENWOOD CAPITAL ASSOCIATES LLC	$1.6M	66,152	−3,521	TRIM
160	STATE OF WISCONSIN INVESTMENT BOARD	$1.6M	65,865	+10,402	ADD
161	Allworth Financial LP	$1.5M	63,339	+2,551	ADD
162	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$1.5M	63,030	+10,733	ADD
163	Summit Trail Advisors, LLC	$1.5M	61,564	+1,664	ADD
164	AXQ CAPITAL, LP	$1.4M	58,590	+58,590	NEW
165	Parrish Capital LLC	$1.4M	58,426	—	NO PRIOR
166	Buckley Wealth Management, LLC	$1.4M	56,960	−1,900	TRIM
167	AE Wealth Management LLC	$1.4M	56,270	+10,278	ADD
168	CSS LLC/IL	$1.4M	55,933	−14,600	TRIM
169	FOUNDATIONS INVESTMENT ADVISORS, LLC	$1.4M	55,590	+5,785	ADD
170	COMMONWEALTH EQUITY SERVICES, LLC	$1.3M	54,762	−20,867	TRIM
171	MML INVESTORS SERVICES, LLC	$1.3M	53,459	−8,001	TRIM
172	Illinois Municipal Retirement Fund	$1.3M	51,617	+51,617	NEW
173	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$1.2M	50,835	−100	TRIM
174	GUGGENHEIM CAPITAL LLC	$1.2M	50,700	+1,111	ADD
175	ADVISORY RESEARCH INC	$1.2M	50,281	+6,420	ADD
176	Focus Partners Advisor Solutions, LLC	$1.2M	50,053	+4,519	ADD
177	Merit Financial Group, LLC	$1.2M	49,381	+9,030	ADD
178	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	$1.2M	48,970	−172	TRIM
179	Savant Capital, LLC	$1.2M	48,711	+14,451	ADD
180	AMERICAN CENTURY COMPANIES INC	$1.2M	48,398	−91,492	TRIM
181	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$1.1M	47,228	−568	TRIM
182	Prana Capital Management, LP	$1.1M	47,227	−358,258	TRIM
183	Aviance Capital Partners, LLC	$1.1M	46,805	+51	ADD
184	Wealthstar Advisors, LLC	$1.1M	45,240	+45,240	NEW
185	AMERICAN FINANCIAL GROUP INC	$1.1M	45,000	−50,000	TRIM
186	Friedenthal Financial	$1.1M	44,687	+44,687	NEW
187	KESTRA PRIVATE WEALTH SERVICES, LLC	$1.1M	43,892	−190	TRIM
188	Equitable Holdings, Inc.	$1.1M	41,467	+11,817	ADD
189	XPONANCE LLC	$1.1M	43,269	+9,001	ADD
190	Magnetar Financial LLC	$1.0M	43,216	+43,216	NEW
191	Trexquant Investment LP	$1.0M	42,586	−641,560	TRIM
192	HighTower Advisors, LLC	$1.0M	41,904	+18,724	ADD
193	OSAIC HOLDINGS, INC.	$1.0M	41,826	−34,469	TRIM
194	Sequoia Financial Advisors, LLC	$980K	40,341	−8,003	TRIM
195	Pallas Capital Advisors LLC	$974K	40,102	−865	TRIM
196	Federation des caisses Desjardins du Quebec	$955K	39,330	+8,427	ADD
197	Wealthcare Advisory Partners LLC	$912K	37,540	−3,548	TRIM
198	Ethic Inc.	$905K	37,251	−8,835	TRIM
199	Guinness Asset Management LTD	$900K	37,033	−400	TRIM
200	Daiwa Securities Group Inc.	$879K	36,190	+1,980	ADD
201	Retirement Planning Co of New England, Inc.	$872K	35,901	−542	TRIM
202	Private Advisor Group, LLC	$867K	35,701	+1,451	ADD
203	Polymer Capital Management (US) LLC	$856K	35,234	+12,352	ADD
204	Sanctuary Advisors, LLC	$811K	33,374	+14,317	ADD
205	BNP Paribas Asset Management Holding S.A.	$803K	33,060	−469,728	TRIM
206	Tidal Investments LLC	$778K	32,018	+23,493	ADD
207	F/m Investments LLC	$766K	31,528	−29,123	TRIM
208	Ensign Peak Advisors, Inc	$745K	30,675	−14,680	TRIM
209	BTG Pactual Asset Management US LLC	$740K	30,481	+30,481	NEW
210	NorthCrest Asset Manangement, LLC	$738K	30,587	−7,783	TRIM
211	Quilter Plc	$729K	30,000	−2,245	TRIM
212	Caprock Group, LLC	$722K	29,708	+5,353	ADD
213	EVERGREEN CAPITAL MANAGEMENT LLC	$721K	29,667	+7,935	ADD
214	Arvest Bank Trust Division	$720K	29,635	+943	ADD
215	Crossmark Global Holdings, Inc.	$717K	29,528	—	NO PRIOR
216	Chicago Partners Investment Group LLC	$688K	26,910	+12,986	ADD
217	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$678K	27,897	−81,698	TRIM
218	Norinchukin Bank, The	$673K	27,703	−32	TRIM
219	Advisors Asset Management, Inc.	$661K	27,206	−642	TRIM
220	Emerald Investment Advisers, LLC	$656K	26,993	—	NO PRIOR
221	MIZUHO SECURITIES USA LLC	$652K	26,842	−5,567	TRIM
222	Krilogy Financial LLC	$648K	26,977	+716	ADD
223	Bull Harbor Capital LLC	$633K	26,071	—	NO PRIOR
224	HB Wealth Management, LLC	$620K	25,529	+7,154	ADD
225	FIFTH THIRD BANCORP	$617K	25,406	+3,402	ADD
226	Three Seasons Wealth, LLC	$616K	25,369	+25,369	NEW
227	DRW Securities, LLC	$610K	25,112	+14,357	ADD
228	Venture Visionary Partners LLC	$593K	24,412	−1,103	TRIM
229	EVOLVE PRIVATE WEALTH, LLC	$588K	24,227	+2,767	ADD
230	Kera Capital Partners, Inc.	$583K	23,992	+484	ADD
231	Aberdeen Group plc	$548K	22,564	−42,419	TRIM
232	Wedmont Private Capital	$547K	22,610	+1,374	ADD
233	MAI Capital Management	$541K	22,254	+6,275	ADD
234	NOVARE CAPITAL MANAGEMENT LLC	$534K	22,000	0	NO CHANGE
235	U.S. Capital Wealth Advisors, LLC	$529K	21,785	+10,404	ADD
236	Kestra Advisory Services, LLC	$522K	21,501	−256	TRIM
237	Allspring Global Investments Holdings, LLC	$522K	21,459	+1,088	ADD
238	WADDELL & ASSOCIATES, LLC	$520K	21,400	+7,800	ADD
239	INCEPTIONR LLC	$516K	21,258	−1,695	TRIM
240	Tower Research Capital LLC (TRC)	$512K	21,091	−1,095	TRIM
241	KEYBANK NATIONAL ASSOCIATION/OH	$511K	21,037	+3,873	ADD
242	Fieldview Capital Management, LLC	$511K	21,018	+4,198	ADD
243	Curi Capital, LLC	$507K	20,858	+8,817	ADD
244	Apollon Wealth Management, LLC	$506K	20,841	−605	TRIM
245	OpenArc Corporate Advisory, LLC	$505K	20,797	−607	TRIM
246	Gladstone Institutional Advisory LLC	$494K	20,353	+20,353	NEW
247	Inscription Capital, LLC	$490K	20,175	+324	ADD
248	ING GROEP NV	$490K	20,165	−379	TRIM
249	ARVEST INVESTMENTS, INC.	$488K	20,075	−513	TRIM
250	MALTESE CAPITAL MANAGEMENT LLC	$486K	20,000	−75,335	TRIM
251	Maryland State Retirement & Pension System	$477K	19,628	0	NO CHANGE
252	Sagewood Asset Management LP	$468K	19,282	+3,825	ADD
253	Utah Retirement Systems	$467K	19,237	0	NO CHANGE
254	BEACON INVESTMENT ADVISORY SERVICES, INC.	$465K	19,150	+3,168	ADD
255	M&T BANK CORP	$462K	19,007	+547	ADD
256	Wealth Management Associates, Inc.	$461K	18,960	−450	TRIM
257	Kendall Capital Management	$460K	18,925	−400	TRIM
258	NOMURA HOLDINGS INC	$455K	18,751	+5,165	ADD
259	DnB Asset Management AS	$453K	18,645	+18,645	NEW
260	JOHNSON INVESTMENT COUNSEL INC	$448K	18,444	+6,300	ADD
261	MUFG Securities EMEA plc	$445K	18,303	0	NO CHANGE
262	Brooklyn Investment Group	$443K	18,234	+8,869	ADD
263	Bleakley Financial Group, LLC	$441K	18,154	+6,076	ADD
264	NATIXIS	$433K	17,840	+1,427	ADD
265	EDMOND DE ROTHSCHILD HOLDING S.A.	$425K	17,500	0	NO CHANGE
266	EVOKE WEALTH, LLC	$422K	17,377	−283	TRIM
267	GROUP ONE TRADING LLC	$422K	17,355	−206,837	TRIM
268	Waverly Advisors, LLC	$421K	17,335	+634	ADD
269	COMMERCE BANK	$416K	17,133	+7,527	ADD
270	Generali Asset Management SPA SGR	$415K	17,071	+2,462	ADD
271	Independent Advisor Alliance	$412K	16,978	+530	ADD
272	GLENMEDE TRUST CO NA	$407K	16,747	+940	ADD
273	Global Financial Private Client, LLC	$406K	16,735	+1,798	ADD
274	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$400K	16,477	+16,477	NEW
275	Elo Mutual Pension Insurance Co	$400K	16,463	−5,067	TRIM
276	WealthBridge Capital Management, LLC	$396K	16,301	+16,301	NEW
277	EP Wealth Advisors, LLC	$395K	16,255	−1,276	TRIM
278	NOMURA ASSET MANAGEMENT CO LTD	$380K	15,650	−1,800	TRIM
279	QUADRANT CAPITAL GROUP LLC	$374K	15,379	+1,899	ADD
280	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$373K	15,366	0	NO CHANGE
281	Compound Planning, Inc.	$372K	15,313	+2,475	ADD
282	EAGLE ROCK INVESTMENT COMPANY, LLC	$369K	15,175	0	NO CHANGE
283	Baker Avenue Asset Management, LP	$365K	15,042	+5,427	ADD
284	nVerses Capital, LLC	$365K	15,009	+15,009	NEW
285	Atria Investments, Inc	$359K	14,785	+14,785	NEW
286	MATHER GROUP, LLC.	$352K	14,492	+2,183	ADD
287	Vise Technologies, Inc.	$346K	13,182	0	NO CHANGE
288	Prospera Financial Services Inc	$344K	14,165	−746	TRIM
289	Sumitomo Mitsui DS Asset Management Company, Ltd	$343K	14,135	+2,774	ADD
290	Holcombe Financial, Inc.	$342K	14,080	0	NO CHANGE
291	Paragon Capital Management Ltd	$339K	13,938	−627	TRIM
292	JANE STREET GROUP, LLC	$338K	13,911	−2,300,446	TRIM
293	World Investment Advisors	$330K	13,566	+13,566	NEW
294	Brand Asset Management Group, Inc.	$326K	13,415	−72	TRIM
295	US BANCORP \DE\	$323K	13,301	+503	ADD
296	Adams Wealth Management	$322K	13,272	+2,029	ADD
297	CacheTech Inc.	$322K	13,272	+2,029	ADD
298	Arax Advisory Partners	$320K	12,626	+3,668	ADD
299	Verition Fund Management LLC	$318K	13,084	−250,368	TRIM
300	Element Wealth, LLC	$317K	13,043	−5	TRIM
301	Gotham Asset Management, LLC	$312K	12,850	+22	ADD
302	Edgestream Partners, L.P.	$312K	12,844	+12,844	NEW
303	CHOREO, LLC	$310K	12,755	+508	ADD
304	Frec Markets, Inc.	$304K	12,507	+12,507	NEW
305	EWA, LLC	$303K	12,490	+452	ADD
306	COLDSTREAM CAPITAL MANAGEMENT INC	$302K	12,447	−11	TRIM
307	Aaron Wealth Advisors LLC	$301K	12,404	+3,372	ADD
308	JACKSON THORNTON WEALTH MANAGEMENT, LLC	$299K	12,661	+697	ADD
309	MUFG SECURITIES AMERICAS INC.	$298K	12,286	+295	ADD
310	Caerus Investment Advisors, LLC	$293K	12,047	−1,258	TRIM
311	SECURIAN ASSET MANAGEMENT, INC	$292K	12,002	−100	TRIM
312	AlphaCentric Advisors LLC	$290K	11,919	+4,953	ADD
313	SIGNATUREFD, LLC	$288K	11,859	+1,541	ADD
314	INDEPENDENT FINANCIAL GROUP, LLC	$288K	11,852	—	NO PRIOR
315	Lido Advisors, LLC	$285K	11,742	+11,742	NEW
316	Orion Porfolio Solutions, LLC	$285K	11,724	+1,595	ADD
317	VestGen Advisors, LLC	$283K	9,973	+9,973	NEW
318	RITHOLTZ WEALTH MANAGEMENT	$276K	11,355	+1,936	ADD
319	QTR Family Wealth, LLC	$275K	11,126	+11,126	NEW
320	KEYNOTE FINANCIAL SERVICES LLC	$273K	11,244	−500	TRIM
321	MIRABELLA FINANCIAL SERVICES LLP	$270K	11,131	−13,482	TRIM
322	LGT Group Foundation	$269K	11,065	−1,660	TRIM
323	Optas, LLC	$264K	10,876	+10,876	NEW
324	Carrera Capital Advisors	$259K	10,650	−817	TRIM
325	North Dakota State Investment Board	$258K	10,639	−1,766	TRIM
326	Odyssean, LLC	$252K	10,391	+10,391	NEW
327	Ironwood Investment Counsel, LLC	$249K	10,238	+637	ADD
328	Stratos Wealth Partners, LTD.	$248K	10,190	−605	TRIM
329	NORDEN GROUP LLC	$247K	10,176	+967	ADD
330	PANAGORA ASSET MANAGEMENT INC	$247K	10,174	−148	TRIM
331	Quarry LP	$243K	10,023	−6,814	TRIM
332	FOX RUN MANAGEMENT, L.L.C.	$243K	10,437	+10,437	NEW
333	Walleye Trading LLC	$243K	10,002	−1,061,747	TRIM
334	JOURNEY STRATEGIC WEALTH LLC	$241K	9,938	+1,737	ADD
335	PATTON FUND MANAGEMENT, INC.	$240K	9,891	+844	ADD
336	EXCHANGE TRADED CONCEPTS, LLC	$237K	9,762	−226,005	TRIM
337	Parallax Volatility Advisers, L.P.	$236K	9,460	+118	ADD
338	Cornerstone Wealth Management, LLC	$233K	9,600	−1,600	TRIM
339	BANK OF NOVA SCOTIA	$233K	9,595	−395,300	TRIM
340	MCGUIRE CAPITAL ADVISORS INC	$227K	9,338	+9,338	NEW
341	MinichMacGregor Wealth Management, LLC	$225K	9,267	−1,392	TRIM
342	Ascent Group, LLC	$224K	9,206	+9,206	NEW
343	Savvy Advisors, Inc.	$222K	9,134	+856	ADD
344	Symmetry Partners, LLC	$222K	9,130	+417	ADD
345	Envestnet Portfolio Solutions, Inc.	$219K	9,030	−461	TRIM
346	Dorsey & Whitney Trust CO LLC	$216K	8,890	+287	ADD
347	waypoint wealth counsel	$213K	8,759	−725	TRIM
348	Parcion Private Wealth LLC	$211K	8,687	+803	ADD
349	Everhart Financial Group, Inc.	$208K	8,557	+8,557	NEW
350	VICTORY FINANCIAL GROUP, LLC	$206K	8,490	+8,490	NEW
351	Cornerstone Select Advisors, LLC	$206K	8,468	+222	ADD
352	Metis Global Partners, LLC	$203K	8,376	−1,202	TRIM
353	MCF Advisors LLC	$142K	5,852	—	NO PRIOR
354	Resona Asset Management Co.,Ltd.	$132K	5,683	0	NO CHANGE
355	Walleye Capital LLC	$128K	5,275	−94,958	TRIM
356	Rockefeller Capital Management L.P.	$111K	4,585	+224	ADD
357	Wealth Enhancement Trust Services, Inc.	$100K	4,123	+94	ADD
358	EFG International AG	$98.8K	4,066	0	NO CHANGE
359	Pinpoint Asset Management (Singapore) Pte. Ltd.	$97.0K	3,992	+3,992	NEW
360	Pinnacle Wealth Planning Services, Inc.	$94.0K	3,871	+1,833	ADD
361	PROFFITT & GOODSON INC	$84.5K	3,477	−189	TRIM
362	Evelyn Partners Investment Management LLP	$84.3K	3,470	0	NO CHANGE
363	Caldwell Trust Co	$84.3K	3,470	0	NO CHANGE
364	Intentional Wealth Strategies, LLC	$81.6K	3,360	—	NO PRIOR
365	Twin Tree Management, LP	$78.3K	3,225	−43,533	TRIM
366	UMB Bank, n.a.	$77.7K	3,197	+460	ADD
367	True Wealth Design, LLC	$68.6K	2,823	+543	ADD
368	Silvant Capital Management LLC	$64.3K	2,649	0	NO CHANGE
369	Larson Financial Group LLC	$63.2K	2,601	+1,055	ADD
370	Smartleaf Asset Management LLC	$62.5K	2,682	+1,579	ADD
371	Elevated Capital Advisors, LLC	$61.1K	2,513	−29,847	TRIM
372	Deseret Mutual Benefit Administrators	$60.7K	2,500	+964	ADD
373	Eurizon Capital SGR S.p.A.	$60.2K	2,574	+2,574	NEW
374	Truvestments Capital LLC	$51.1K	2,105	0	NO CHANGE
375	MEEDER ASSET MANAGEMENT INC	$45.7K	1,881	+1,881	NEW
376	CENTRAL TRUST Co	$45.5K	1,875	+1,492	ADD
377	Manchester Capital Management LLC	$45.4K	1,868	0	NO CHANGE
378	FEDERATED HERMES, INC.	$45.2K	1,862	−37	TRIM
379	Blue Trust, Inc.	$45.2K	1,859	+1,173	ADD
380	HHM Wealth Advisors, LLC	$40.1K	1,650	0	NO CHANGE
381	TD Waterhouse Canada Inc.	$29.4K	1,213	+213	ADD
382	SJS Investment Consulting Inc.	$29.3K	1,207	+537	ADD
383	CNB Bank	$25.5K	1,049	−104	TRIM
384	Activest Wealth Management	$22.9K	942	+178	ADD
385	Parkside Financial Bank & Trust	$19.6K	807	−18	TRIM
386	GABLES CAPITAL MANAGEMENT INC.	$19.3K	793	−141	TRIM
387	HM PAYSON & CO	$19.2K	790	0	NO CHANGE
388	Measured Wealth Private Client Group, LLC	$19.1K	785	0	NO CHANGE
389	SALEM INVESTMENT COUNSELORS INC	$18.2K	750	+750	NEW
390	Leonteq Securities AG	$18.2K	748	+262	ADD
391	Steward Partners Investment Advisory, LLC	$18.0K	742	+240	ADD
392	Clearstead Trust, LLC	$17.8K	732	0	NO CHANGE
393	Owl Creek Wealth Partners LLC	$16.7K	689	—	NO PRIOR
394	Cromwell Holdings LLC	$15.6K	644	+20	ADD
395	Basecamp Wealth Advisors LLC	$14.9K	615	—	NO PRIOR
396	DANSKE BANK A/S	$12.1K	500	−4,900	TRIM
397	CVA Family Office, LLC	$12.1K	499	+461	ADD
398	Dogwood Wealth Management LLC	$12.1K	497	+4	ADD
399	Addison Advisors LLC	$11.8K	485	−80	TRIM
400	JFS WEALTH ADVISORS, LLC	$10.5K	433	+22	ADD
401	WPG Advisers, LLC	$9.6K	396	+118	ADD
402	THRIVENT FINANCIAL FOR LUTHERANS	$9.6K	395,960	−52,208	TRIM
403	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	$8.7K	356,158	−43,009	TRIM
404	Guinness Atkinson Asset Management Inc	$7.5K	308	0	NO CHANGE
405	SHP Wealth Management	$6.8K	281	+71	ADD
406	ALGERT GLOBAL LLC	$6.7K	276,597	−171,210	TRIM
407	Spire Wealth Management	$6.3K	261	−20	TRIM
408	Wesleyan Assurance Society	$6.3K	258,136	0	NO CHANGE
409	ELEVATION WEALTH PARTNERS, LLC	$6.0K	248	+53	ADD
410	FARMERS & MERCHANTS INVESTMENTS INC	$6.0K	247	0	NO CHANGE
411	Geneos Wealth Management Inc.	$5.9K	243	+200	ADD
412	WealthCollab, LLC	$5.7K	235	0	NO CHANGE
413	Stone House Investment Management, LLC	$5.4K	223	0	NO CHANGE
414	Olstein Capital Management, L.P.	$5.3K	217,000	−16,000	TRIM
415	Triumph Capital Management	$4.9K	203	0	NO CHANGE
416	Clearstead Advisors, LLC	$4.8K	198	−1,657	TRIM
417	Westfuller Advisors, LLC	$4.8K	197	+60	ADD
418	Marquette Asset Management, LLC	$4.5K	187	+187	NEW
419	Jackson, Grant Investment Advisers, Inc.	$4.2K	171	0	NO CHANGE
420	Hilltop National Bank	$3.9K	162	0	NO CHANGE
421	Grove Bank & Trust	$3.8K	158	−405	TRIM
422	Transamerica Financial Advisors, LLC	$3.8K	157	+28	ADD
423	Treasurer of the State of North Carolina	$3.8K	155,799	+3,322	ADD
424	Rialto Wealth Management, LLC	$3.7K	154	+29	ADD
425	Kilter Group LLC	$3.5K	146	−30	TRIM
426	CANADA LIFE ASSURANCE Co	$3.2K	129,463	+7,544	ADD
427	Synergy Investment Management, LLC	$3.1K	129	+129	NEW
428	SIMA Wealth Partners, LLC	$3.0K	125	—	NO PRIOR
429	Prestige Wealth Management Group LLC	$2.9K	118	0	NO CHANGE
430	POM Investment Strategies, LLC	$2.9K	118	0	NO CHANGE
431	Compagnie Lombard Odier SCmA	$2.7K	110	0	NO CHANGE
432	Retirement Wealth Solutions LLC	$2.6K	105	+14	ADD
433	BFSG, LLC	$2.4K	100	0	NO CHANGE
434	DiNuzzo Private Wealth, Inc.	$2.4K	97	0	NO CHANGE
435	Physician Wealth Advisors, Inc.	$2.2K	90	0	NO CHANGE
436	Quest 10 Wealth Builders, Inc.	$2.2K	89	0	NO CHANGE
437	Atlantic Union Bankshares Corp	$1.8K	74	+74	NEW
438	SUMMIT SECURITIES GROUP LLC	$1.8K	73	−989	TRIM
439	South Dakota Investment Council	$1.4K	58,879	−25,015	TRIM
440	Kentucky Retirement Systems	$1.3K	36,598	—	NO PRIOR
441	Caitlin John, LLC	$1.3K	53	−500	TRIM
442	State of Alaska, Department of Revenue	$1.1K	44,234	0	NO CHANGE
443	KBC Group NV	$1.0K	41,600	+30,186	ADD
444	American Capital Advisory, LLC	$996	41	−10	TRIM
445	SouthState Bank Corp	$948	39	0	NO CHANGE
446	MV CAPITAL MANAGEMENT, INC.	$875	36	+1	ADD
447	TFC Financial Management, Inc.	$851	35	−82	TRIM
448	Private Wealth Management Group, LLC	$802	33	0	NO CHANGE
449	Caitong International Asset Management Co., Ltd	$777	32	−3,598	TRIM
450	HFM Investment Advisors, LLC	$777	32	−4	TRIM
451	FINANCIAL CONSULATE, INC	$705	29	0	NO CHANGE
452	Vermillion Wealth Management, Inc.	$680	28	+28	NEW
453	Quaker Wealth Management, LLC	$583	24	0	NO CHANGE
454	Cassaday & Co Wealth Management LLC	$486	20	+20	NEW
455	Portus Wealth Advisors, LLC	$486	20	+20	NEW
456	PARK AVENUE SECURITIES LLC	$470	19,345	+1,396	ADD
457	Bell Investment Advisors, Inc	$462	19	+19	NEW
458	Vestcor Inc	$381	15,673	+15,673	NEW
459	Meramec Financial Planners, LLC	$375	15	0	NO CHANGE
460	TopTier Wealth Management, LLC	$316	13	+13	NEW
461	DekaBank Deutsche Girozentrale	$226	9,528	0	NO CHANGE
462	ARCADIA INVESTMENT MANAGEMENT CORP/MI	$171	7	0	NO CHANGE
463	Signature Equity Partners, LLC	$146	6	+6	NEW
464	3 FACTOR INDEXING, LLC	$122	5	—	NO PRIOR
465	VAN ECK ASSOCIATES CORP	$69	2,824	+50	ADD
466	Capital Analysts, LLC	$49	2,036	+2	ADD
467	Annis Gardner Whiting Capital Advisors, LLC	$49	2	+2	NEW
468	Rakuten Securities, Inc.	$24	1	−4	TRIM
469	Avion Wealth	$12	500	0	NO CHANGE
470	Penserra Capital Management LLC	$10	414	+414	NEW
471	Capital Advisors, Ltd. LLC	$1	21	0	NO CHANGE
472	VANGUARD GROUP INC	—	—	—	n/c
473	Brandywine Global Investment Management, LLC	—	—	—	n/c
474	VIRGINIA RETIREMENT SYSTEMS ET Al	—	—	—	n/c
475	CIBC WORLD MARKETS CORP	—	—	—	n/c
476	CIBC Private Wealth Group LLC	—	—	—	n/c
477	Gifford Fong Associates	—	—	—	n/c
478	Global Retirement Partners, LLC	—	—	—	n/c
479	Lloyd Advisory Services, LLC.	—	—	—	n/c
480	DV EQUITIES, LLC	—	—	—	n/c
481	SageView Advisory Group, LLC	—	—	—	n/c
482	Jefferies Financial Group Inc.	—	—	−167,823	EXIT
483	Laird Norton Wetherby Trust Company, LLC	—	—	−8,463	EXIT
484	VALLEY NATIONAL ADVISERS INC	—	—	−39	EXIT
485	HARBOUR INVESTMENTS, INC.	—	—	−7,241	EXIT
486	HOWARD HUGHES MEDICAL INSTITUTE	—	—	−96	EXIT
487	ACADIAN ASSET MANAGEMENT LLC	—	—	−10,831	EXIT
488	Avantax Planning Partners, Inc.	—	—	−8,187	EXIT
489	GROUPAMA ASSET MANAGMENT	—	—	−22,622	EXIT
490	EASTERN BANK	—	—	−161	EXIT
491	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	—	—	−312,980	EXIT
492	BALYASNY ASSET MANAGEMENT L.P.	—	—	−25,242	EXIT
493	VALUEWORKS LLC	—	—	−90,614	EXIT
494	Bridgewater Associates, LP	—	—	−28,015	EXIT
495	NORGES BANK	—	—	−3,902,656	EXIT
496	Keel Point, LLC	—	—	−8,300	EXIT
497	Hudson Bay Capital Management LP	—	—	−18,710	EXIT
498	SAMLYN CAPITAL, LLC	—	—	−4,211,041	EXIT
499	CIBC WORLD MARKET INC.	—	—	−114,000	EXIT
500	INTACT INVESTMENT MANAGEMENT INC.	—	—	−3,000	EXIT

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · IVZ

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-07-31 → 2026-10-29 · statutory ranges

Use of congressional disclosure reports for commercial purposes, credit decisions or solicitation is restricted by 5 U.S.C. §13107(c).

Notable managers · quarter ended 2026-03-31

Adding: 1 Gotham Asset Management $312K held
Trimming: 2 Bridgewater Associates, Moore Capital Management $0 held

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = reported value now, not the change. · INVESCO LTD

Merged timeline of congressional filings and notable-manager moves on IVZ
Date	Who	Change	Size
2026-05-15	Gotham Asset Management 13F	ADD	+22 sh
2026-05-15	Bridgewater Associates 13F	EXIT	−28,015 sh
2026-05-15	Moore Capital Management 13F	EXIT	−670,080 sh

3 newest, by filing date · 13F rows are quarter-end snapshots, not trades

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.

Affiliated managers may report the same position, so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice.