WhaleCreepWhat the best hedge funds own, from their SEC 13F filings
HomeStocks › IVZ

Which hedge funds own IVZ? INVESCO LTD, Q2 2026 13F holders

Financial Services · Open on the interactive board

6 of the hedge funds tracked by WhaleCreep disclosed a position in IVZ (INVESCO LTD) in their Q2 2026 13F filings, worth $605.9m in total. The largest holder by portfolio weight is Trian Fund Management at 1.0% of its book. 1 manager opened a new position this quarter: Brevan Howard Capital Management. 2 exited: Ancora Advisors, Holocene Advisors.

6tracked managers holding
1opened this quarter
2exited this quarter

Which hedge funds hold IVZ? Current holders by portfolio weight

ManagerAs ofWeight of bookValueSharesΔ sharesAction
Trian Fund ManagementQ2 2026 1.0%$42.9m1,625,472 -45% reduced
Millennium ManagementQ2 2026 0.3%$414.0m15,689,569 -28% reduced
D. E. Shaw & CoQ2 2026 0.1%$97.3m3,687,880 24% added
Citadel AdvisorsQ2 2026 0.0%$49.1m1,862,292 504% added
Brevan Howard Capital ManagementQ2 2026 0.0%$989.2k37,483 new
Tudor InvestmentQ2 2026 0.0%$1.5m56,260 -30% reduced

Exited since the previous quarter

ManagerPrior weightPrior value
Ancora Advisors0.0%$3.1k
Holocene Advisors0.1%$6.6m

How has hedge fund ownership of IVZ changed?

QuarterManagers holdingCombined value
Q2 20266$605.9m
Q1 20268$725.2m
Q4 20258$222.8m
Q3 20256$426.3m
Q2 20255$275.2m
Q1 20255$363.4m
Q4 20248$450.2m
Q3 20245$480.0m
Q2 20246$483.3m
Q1 20245$602.1m
Q4 20235$703.3m
Q3 20235$505.3m
Q2 20235$575.3m
Q1 20235$587.2m
Q4 20223$1.0bn
Q3 20226$786.7m

Counts every tracked manager that disclosed IVZ in that quarter's filing, including managers that have since stopped filing.