Who holds IVZticker 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 · quarter ended 2026-03-31 · 14 members disclosed IVZ ↗

471

holders13F filers reporting this class for the quarter ended 2026-03-31

$7.1B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

249

addsholders whose share count rose or who opened the position (new + add), by shares

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of IVZ ranked by reported value
#	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
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	Jefferies Financial Group Inc.	—	—	−167,823	exit
473	VANGUARD GROUP INC	—	—	−52,965,761	exit
474	Laird Norton Wetherby Trust Company, LLC	—	—	−8,463	exit
475	VALLEY NATIONAL ADVISERS INC	—	—	−39	exit
476	HARBOUR INVESTMENTS, INC.	—	—	−7,241	exit
477	HOWARD HUGHES MEDICAL INSTITUTE	—	—	−96	exit
478	Brandywine Global Investment Management, LLC	—	—	−123,780	exit
479	ACADIAN ASSET MANAGEMENT LLC	—	—	−10,831	exit
480	VIRGINIA RETIREMENT SYSTEMS ET Al	—	—	−17,650	exit
481	Avantax Planning Partners, Inc.	—	—	−8,187	exit
482	GROUPAMA ASSET MANAGMENT	—	—	−22,622	exit
483	CIBC WORLD MARKETS CORP	—	—	−46,472	exit
484	EASTERN BANK	—	—	−161	exit
485	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	—	—	−312,980	exit
486	BALYASNY ASSET MANAGEMENT L.P.	—	—	−25,242	exit
487	VALUEWORKS LLC	—	—	−90,614	exit
488	CIBC Private Wealth Group LLC	—	—	−27,768	exit
489	Bridgewater Associates, LP	—	—	−28,015	exit
490	NORGES BANK	—	—	−3,902,656	exit
491	Keel Point, LLC	—	—	−8,300	exit
492	Hudson Bay Capital Management LP	—	—	−18,710	exit
493	SAMLYN CAPITAL, LLC	—	—	−4,211,041	exit
494	CIBC WORLD MARKET INC.	—	—	−114,000	exit
495	INTACT INVESTMENT MANAGEMENT INC.	—	—	−3,000	exit
496	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	—	—	−57,621	exit
497	MOORE CAPITAL MANAGEMENT, LP	—	—	−670,080	exit
498	GTS SECURITIES LLC	—	—	−9,598	exit
499	IMC-Chicago, LLC	—	—	−168,274	exit
500	TWO SIGMA ADVISERS, LP	—	—	−75,200	exit

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · IVZ

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

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

new + add vs trim + exit, by shares · $ = 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 rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

14 members of Congress disclosed IVZ — the congressional view ↗