Invesco Ltd.
Institutional investor · Portfolio as of Q2 2024
Top Holdings3,869 positions
Microsoft Corp. | 37.6M | $16.8B | 3.6% | $244.18 | +79.87% | 15 qtrssince 2020-Q4 | Increased 61 |
NVIDIA Corp. | 115.7M | $14.3B | 3.0% | $15.69 | +685.21% | 15 qtrssince 2020-Q4 | Increased 94 |
Apple Inc. | 61.5M | $12.9B | 2.7% | $153.19 | +36.19% | 15 qtrssince 2020-Q4 | Increased 62 |
Amazon.com, Inc. | 50.3M | $9.7B | 2.1% | $157.55 | +22.66% | 15 qtrssince 2020-Q4 | Increased 57 |
Meta Platforms Inc | 16.5M | $8.3B | 1.8% | $232.03 | +115.69% | 15 qtrssince 2020-Q4 | Decreased 0 |
Alphabet Inc. | 45.1M | $8.2B | 1.7% | $97.98 | +84.36% | 15 qtrssince 2020-Q4 | Increased 51 |
Broadcom Inc | 3.9M | $6.2B | 1.3% | $60.15 | +161.53% | 15 qtrssince 2020-Q4 | Increased 50 |
Alphabet Inc. | 18M | $3.3B | 0.7% | $97.90 | +85.81% | 15 qtrssince 2020-Q4 | Decreased 0 |
Eli Lilly & Co. | 3.3M | $3B | 0.6% | $211.85 | +320.88% | 15 qtrssince 2020-Q4 | Increased 47 |
Visa Inc | 10.8M | $2.8B | 0.6% | $212.38 | +21.51% | 15 qtrssince 2020-Q4 | Increased 45 |
UnitedHealth Group Inc. | 5.3M | $2.7B | 0.6% | $382.29 | +26.55% | 15 qtrssince 2020-Q4 | Decreased 0 |
JPMorgan Chase & Co. | 13.3M | $2.7B | 0.6% | $115.72 | +66.81% | 15 qtrssince 2020-Q4 | Increased 45 |
Netflix, Inc. | 3.9M | $2.7B | 0.6% | $49.19 | +37.21% | 15 qtrssince 2020-Q4 | Increased 51 |
Costco Wholesale Corporation | 3.1M | $2.6B | 0.6% | $511.73 | +64.06% | 15 qtrssince 2020-Q4 | Increased 50 |
Johnson & Johnson | 16.7M | $2.4B | 0.5% | $138.72 | -0.94% | 15 qtrssince 2020-Q4 | Increased 52 |
Analog Devices Inc. | 10.6M | $2.4B | 0.5% | $152.19 | +45.50% | 15 qtrssince 2020-Q4 | Decreased 0 |
EXXON MOBIL CORP | 20.8M | $2.4B | 0.5% | $63.25 | +71.62% | 15 qtrssince 2020-Q4 | Decreased 0 |
Adobe Inc | 4.2M | $2.3B | 0.5% | $513.93 | +8.10% | 15 qtrssince 2020-Q4 | Increased 40 |
Chevron Corp. | 14.4M | $2.3B | 0.5% | $85.27 | +69.96% | 15 qtrssince 2020-Q4 | Decreased 0 |
WELLS FARGO CO NEW | 38M | $2.3B | 0.5% | $29.15 | +93.60% | 15 qtrssince 2020-Q4 | Decreased 0 |
Invesco Ltd. manages $472.8B across 3869 positions as of Q2 2024. Top holdings: MSFT (3.6%), NVDA (3.0%), AAPL (2.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 217 new positions, 205 exits, 1788 increased. Top move: NVDA (INCREASED, conviction 94). Portfolio: $472.8B across 3869 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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