Invesco Ltd.

All 13F Filings

Location
Atlanta, GA
Most recent 13F
Q4 2025
Holdings value ($000)
652,195,086
Description
Atlanta Georgia based advisory led wealth manager with a continental governance structure and a research first and risk aware investment mandate. The approach emphasizes fundamental research depth, active stewardship and governance oversight, and long duration private asset evaluation for private client and family mandates. The process prioritizes downside control, mandate clarity, and consistent execution standards through investment committee cadence and exposure consistency.
Founded
1978
Chairman
CEO
Andrew Schlossberg
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 2/19/2026 3,745 652,195,086 13F-HR Invesco Ltd.
Q3 2025 11/13/2025 3,783 634,723,344 13F-HR Invesco Ltd.
Q2 2025 8/13/2025 3,757 587,990,224 13F-HR Invesco Ltd.
Q1 2025 5/12/2025 3,766 527,931,241 13F-HR Invesco Ltd.
Q4 2024 2/13/2025 3,756 540,896,546 13F-HR Invesco Ltd.
Q3 2024 11/12/2024 3,752 517,950,029 13F-HR Invesco Ltd.
Q2 2024 8/13/2024 3,869 472,838,168 13F-HR Invesco Ltd.
Q1 2024 5/14/2024 3,857 465,561,088 13F-HR Invesco Ltd.
Q4 2023 2/13/2024 3,822 420,237,005 13F-HR Invesco Ltd.
Q3 2023 11/13/2023 3,868 371,300,618 13F-HR Invesco Ltd.
Q2 2023 8/11/2023 3,858 381,450,020 13F-HR Invesco Ltd.
Q1 2023 5/12/2023 3,859 358,483,207 13F-HR Invesco Ltd.
Q4 2022 2/13/2023 4,013 341,419,126 13F-HR Invesco Ltd.
Q3 2022 11/14/2022 3,982 310,689,232 13F-HR Invesco Ltd.
Q2 2022 8/15/2022 4,031 330,037,936 13F-HR Invesco Ltd.
Q1 2022 5/16/2022 3,997 392,052,205 13F-HR Invesco Ltd.
Q4 2021 2/14/2022 4,025 414,838,588 13F-HR Invesco Ltd.
Q3 2021 11/15/2021 4,014 394,591,611 13F-HR Invesco Ltd.
Q2 2021 8/17/2021 3,956 406,582,193 13F-HR Invesco Ltd.
Q1 2021 5/17/2021 3,850 374,713,524 13F-HR Invesco Ltd.
Q4 2020 2/16/2021 3,764 343,588,222 13F-HR Invesco Ltd.
Q3 2020 11/16/2020 3,619 295,819,519 13F-HR Invesco Ltd.
Q2 2020 8/14/2020 3,634 279,683,432 13F-HR Invesco Ltd.
Q1 2020 5/15/2020 3,628 237,579,401 13F-HR Invesco Ltd.
Q4 2019 2/14/2020 3,645 322,077,762 13F-HR Invesco Ltd.
Q1 2014 5/15/2014 4,102 246,498,053 13F-HR Invesco Ltd.
Q4 2013 2/13/2014 4,363 251,809,285 13F-HR Invesco Ltd.
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 47 K (0.0% of total reported value) · QoQ Δ: -79.54 K
Type Value ($000) Share % Inflow Outflow Net
Stocks 646.8 M 99.2% 17.47 M 0 17.47 M
ETFs 3.763 M 0.6% 25.9 K 0 25.9 K
Debt 1.082 M 0.2% 0 32.73 K -32.73 K
Other 480.5 K 0.1% 74.16 K 0 74.16 K
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Fund Snapshot

Q4 2025
Latest filed
2/19/2026
Total value ($000)
652,195,086
Holdings
3745
QoQ value change ($000)
17,471,742 (2.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.