Invesco Ltd.
SEC Form 13F institutional filer · CIK 0000914208
13F-HR · 510 reported holdings · 2026-03-31
Global asset management firm.
Reported long-US-equity value
$516.96B
Top-10 concentration
23.6%
Invesco Ltd. — $517B AUM allocation strategy
Invesco Ltd. files SEC Form 13F and reports $517B of long US equity value across 510 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 16.7%, followed by Communication Services 6.4% and Consumer Discretionary 3.5%.
The top 10 holdings account for 24% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Invesco Ltd. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$517B
total across 510 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
24% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$WMT +18.5M sh · +$2.62B+$IVZ +17.5M sh · +$723M+$F +11.7M sh · +$80.2M
Biggest trims (shares)
−$AMCR −18.1M sh · +$564M−$T −8.56M sh · −$249M−$HST −5.38M sh · −$70.8M
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors8.3%—
- Interactive Media & Services5.6%—
- Technology Hardware, Storage & Peripherals3.6%—
- Systems Software3.0%—
- Broadline Retail2.3%—
- Consumer Staples Merchandise Retail1.9%—
- Automobile Manufacturers1.2%—
- Asset Management & Custody Banks1.1%—
- Other holdings73.0%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 143M | $24.9B | -479K | 4.8% |
| $AAPL | Apple Inc | 72.9M | $18.5B | -577K | 3.6% |
| $MSFT | Microsoft Corporation | 42.3M | $15.7B | -2.94M | 3.0% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 45.8M | $13.2B | +449K | 2.6% |
| $AMZN | Amazon.com Inc | 57.1M | $11.9B | -2.46M | 2.3% |
| $AVGO | Broadcom Inc | 33.3M | $10.3B | -1.34M | 2.0% |
| $META | Meta Platforms Inc | 15.7M | $8.94B | -2.67M | 1.7% |
| $GOOGL | Alphabet Inc | 23M | $6.6B | +969K | 1.3% |
| $TSLA | Tesla Inc | 16.9M | $6.3B | -42.8K | 1.2% |
| $IVZ | Invesco Ltd | 113M | $5.86B | +17.5M | 1.1% |
…and 500 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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