Which hedge funds own IVZ? INVESCO LTD, Q2 2026 13F holders
59 tracked hedge funds disclosed a position in IVZ (INVESCO LTD) in their Q2 2026 13F filings, worth $1.4bn in total. The largest holder by portfolio weight is Endure Capital Management, LLC at 7.9% of its book. 17 opened a new position this quarter: Sandler Capital Management, Lecap Asset Management Ltd, Qsemble Capital Management, LP, Bayforest Capital Ltd. 10 exited: Governors Lane LP, Caption Management, LLC, FORA Capital, LLC.
- 59
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 17
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 10
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $11.9m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $90.2m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $1.4bn
- Combined value Sum of the holders' reported positions in the security.
- 4.8%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Governors Lane LP | 1.3% | $10.4m |
| Caption Management, LLC | 0.2% | $3.2m |
| FORA Capital, LLC | 0.1% | $1.6m |
| Alyeska Investment Group, L.P. | 0.08% | $28.4m |
| Point72 Asset Management, L.P. | 0.07% | $38.9m |
| Patton Fund Management, Inc. | 0.04% | $240k |
| Quantitative Investment Management, LLC | 0.04% | $353k |
| Mirabella Financial Services LLP | 0.03% | $270k |
| Holocene Advisors, LP | 0.02% | $6.6m |
| Verition Fund Management LLC | 0.0% | $318k |
Ownership over time
Who discovered IVZ first? Beta
| Lone Pine Capital LLC | Q2 2010 | +0.6 pts |
| Maverick Capital Ltd | Q2 2010 | +0.5 pts |
| Alyeska Investment Group, L.P. | Q1 2014 | 0.0 pts |
| Sirios Capital Management L P | Q1 2016 | −0.3 pts |
| Viking Global Investors LP high conviction | Q4 2007 | −0.5 pts |
| Philadelphia Financial Management of San Francisco, LLC | Q1 2014 | −0.5 pts |
| Tudor Investment Corp ET AL high conviction | Q3 2008 | −1.7 pts |
| Junto Capital Management LP high conviction | Q1 2015 | – |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.