Invesco Ltd.
Institutional investor · Portfolio as of Q1 2024
Top Holdings3,857 positions
MICROSOFT CORP | 36.3M | $15.3B | 3.3% | $177.83 | +132.06% | 19 qtrssince 2019-Q3 | Increased 61 |
NVIDIA CORPORATION | 12.2M | $11B | 2.4% | $10.44 | +762.78% | 19 qtrssince 2019-Q3 | Decreased 0 |
APPLE INC | 53.9M | $9.2B | 2.0% | $106.43 | +59.38% | 19 qtrssince 2019-Q3 | Increased 53 |
AMAZON COM INC | 48.5M | $8.8B | 1.9% | $100.83 | +78.89% | 19 qtrssince 2019-Q3 | Increased 51 |
META PLATFORMS INC | 16.6M | $8.1B | 1.7% | $179.14 | +168.78% | 19 qtrssince 2019-Q3 | Decreased 0 |
ALPHABET INC | 44.2M | $6.7B | 1.4% | $76.13 | +96.37% | 19 qtrssince 2019-Q3 | Decreased 0 |
BROADCOM INC | 3.9M | $5.1B | 1.1% | $53.29 | +142.93% | 19 qtrssince 2019-Q3 | Increased 52 |
ALPHABET INC | 20.1M | $3.1B | 0.7% | $80.58 | +87.19% | 19 qtrssince 2019-Q3 | Increased 46 |
VISA INC | 10.7M | $3B | 0.6% | $189.40 | +44.61% | 19 qtrssince 2019-Q3 | Decreased 0 |
JPMORGAN CHASE & CO | 13.2M | $2.7B | 0.6% | $105.65 | +79.00% | 19 qtrssince 2019-Q3 | Decreased 0 |
UNITEDHEALTH GROUP INC | 5.3M | $2.6B | 0.6% | $311.28 | +50.34% | 19 qtrssince 2019-Q3 | Increased 52 |
EXXON MOBIL CORP | 21.5M | $2.5B | 0.5% | $67.84 | +58.14% | 19 qtrssince 2019-Q3 | Increased 48 |
ELI LILLY & CO | 3.1M | $2.5B | 0.5% | $147.29 | +419.27% | 19 qtrssince 2019-Q3 | Increased 46 |
CHEVRON CORPORATION | 15.5M | $2.4B | 0.5% | $95.59 | +48.69% | 19 qtrssince 2019-Q3 | Increased 46 |
WELLS FARGO & CO | 40M | $2.3B | 0.5% | $35.14 | +55.83% | 19 qtrssince 2019-Q3 | Increased 38 |
ADVANCED MICRO DEVICES INC | 12.6M | $2.3B | 0.5% | $77.28 | +133.55% | 19 qtrssince 2019-Q3 | Decreased 0 |
JOHNSON & JOHNSON | 14.3M | $2.3B | 0.5% | $122.58 | +20.36% | 19 qtrssince 2019-Q3 | Increased 41 |
ANALOG DEVICES INC | 10.8M | $2.1B | 0.5% | $140.17 | +35.93% | 19 qtrssince 2019-Q3 | Decreased 0 |
NETFLIX INC. | 3.5M | $2.1B | 0.5% | $40.47 | +50.07% | 19 qtrssince 2019-Q3 | Increased 39 |
MERCK & CO INC | 16.1M | $2.1B | 0.5% | $71.32 | +71.14% | 19 qtrssince 2019-Q3 | Decreased 0 |
Invesco Ltd. manages $465.6B across 3857 positions as of Q1 2024. Top holdings: MSFT (3.3%), NVDA (2.4%), AAPL (2.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 204 new positions, 173 exits, 2087 increased. Top move: MSFT (INCREASED, conviction 61). Portfolio: $465.6B across 3857 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR