Invesco Ltd.
Institutional investor · Portfolio as of Q3 2024
Top Holdings3,752 positions
MICROSOFT CORP | 38.7M | $16.6B | 3.2% | $193.63 | +118.77% | 21 qtrssince 2019-Q3 | Increased 60 |
APPLE INC | 65.9M | $15.4B | 3.0% | $126.54 | +82.61% | 21 qtrssince 2019-Q3 | Increased 59 |
NVIDIA CORPORATION | 120.7M | $14.7B | 2.8% | $15.07 | +703.94% | 21 qtrssince 2019-Q3 | Increased 57 |
AMAZON COM INC | 55M | $10.3B | 2.0% | $111.15 | +67.65% | 21 qtrssince 2019-Q3 | Increased 55 |
META PLATFORMS INC | 17.6M | $10.1B | 1.9% | $202.76 | +180.49% | 21 qtrssince 2019-Q3 | Increased 54 |
BROADCOM INC | 44.7M | $7.7B | 1.5% | $68.79 | +146.51% | 21 qtrssince 2019-Q3 | Increased 81 |
ALPHABET INC | 43.7M | $7.2B | 1.4% | $78.24 | +110.51% | 21 qtrssince 2019-Q3 | Decreased 0 |
UNITEDHEALTH GROUP INC | 6.1M | $3.6B | 0.7% | $343.52 | +62.27% | 21 qtrssince 2019-Q3 | Increased 52 |
ELI LILLY & CO | 3.7M | $3.3B | 0.6% | $252.86 | +245.53% | 21 qtrssince 2019-Q3 | Increased 50 |
COSTCO WHOLESALE CORPORATION | 3.7M | $3.3B | 0.6% | $545.60 | +60.72% | 21 qtrssince 2019-Q3 | Increased 53 |
ALPHABET INC | 19M | $3.2B | 0.6% | $85.25 | +94.74% | 21 qtrssince 2019-Q3 | Increased 48 |
TESLA INC | 11.8M | $3.1B | 0.6% | $215.53 | +21.39% | 21 qtrssince 2019-Q3 | Increased 49 |
NETFLIX INC. | 4.2M | $3B | 0.6% | $45.19 | +56.97% | 21 qtrssince 2019-Q3 | Increased 48 |
JOHNSON & JOHNSON | 18M | $2.9B | 0.6% | $126.79 | +21.09% | 21 qtrssince 2019-Q3 | Increased 49 |
JPMORGAN CHASE & CO | 13.4M | $2.8B | 0.5% | $107.15 | +87.92% | 21 qtrssince 2019-Q3 | Increased 46 |
VISA INC | 10.3M | $2.8B | 0.5% | $190.05 | +42.52% | 21 qtrssince 2019-Q3 | Decreased 0 |
EXXON MOBIL CORP | 21M | $2.5B | 0.5% | $68.27 | +61.05% | 21 qtrssince 2019-Q3 | Increased 38 |
BERKSHIRE HATHAWAY INC DEL | 5.3M | $2.4B | 0.5% | $298.00 | +54.45% | 21 qtrssince 2019-Q3 | Increased 46 |
MASTERCARD INCORPORATED | 4.8M | $2.4B | 0.5% | $315.76 | +54.29% | 21 qtrssince 2019-Q3 | Increased 40 |
ANALOG DEVICES INC | 10.2M | $2.3B | 0.5% | $140.17 | +59.43% | 21 qtrssince 2019-Q3 | Decreased 0 |
Invesco Ltd. manages $518B across 3752 positions as of Q3 2024. Top holdings: MSFT (3.2%), AAPL (3.0%), NVDA (2.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 103 new positions, 221 exits, 1756 increased. Top move: AVGO (INCREASED, conviction 81). Portfolio: $518.0B across 3752 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
Verify source filings on SEC EDGAR