Invesco Ltd.
Institutional investor · Portfolio as of Q4 2023
Top Holdings3,822 positions
MICROSOFT CORP | 34.6M | $13B | 3.1% | $166.55 | +121.07% | 18 qtrssince 2019-Q3 | Decreased 0 |
APPLE INC | 51.1M | $9.8B | 2.3% | $102.92 | +84.81% | 18 qtrssince 2019-Q3 | Increased 55 |
AMAZON COM INC | 47.4M | $7.2B | 1.7% | $98.98 | +53.51% | 18 qtrssince 2019-Q3 | Increased 52 |
ALPHABET INC | 45.7M | $6.4B | 1.5% | $76.13 | +81.75% | 18 qtrssince 2019-Q3 | Decreased 0 |
META PLATFORMS INC | 17.4M | $6.2B | 1.5% | $179.14 | +95.72% | 18 qtrssince 2019-Q3 | Decreased 0 |
NVIDIA CORPORATION | 12.3M | $6.1B | 1.4% | $10.44 | +372.85% | 18 qtrssince 2019-Q3 | Decreased 0 |
BROADCOM INC | 3.7M | $4.2B | 1.0% | $50.66 | +114.29% | 18 qtrssince 2019-Q3 | Increased 52 |
VISA INC | 11.1M | $2.9B | 0.7% | $189.40 | +34.65% | 18 qtrssince 2019-Q3 | Increased 47 |
ADOBE INC | 4.7M | $2.8B | 0.7% | $397.03 | +50.26% | 18 qtrssince 2019-Q3 | Increased 48 |
ALPHABET INC | 19.5M | $2.7B | 0.7% | $78.37 | +78.14% | 18 qtrssince 2019-Q3 | Increased 45 |
JPMORGAN CHASE & CO | 14.6M | $2.5B | 0.6% | $105.65 | +51.08% | 18 qtrssince 2019-Q3 | Increased 45 |
TESLA INC | 10M | $2.5B | 0.6% | $213.49 | +16.39% | 18 qtrssince 2019-Q3 | Increased 55 |
UNITEDHEALTH GROUP INC | 4.6M | $2.4B | 0.6% | $285.58 | +73.71% | 18 qtrssince 2019-Q3 | Increased 49 |
CHEVRON CORPORATION | 15.3M | $2.3B | 0.5% | $94.90 | +40.09% | 18 qtrssince 2019-Q3 | Increased 51 |
ANALOG DEVICES INC | 10.9M | $2.2B | 0.5% | $140.17 | +35.82% | 18 qtrssince 2019-Q3 | Increased 49 |
JOHNSON & JOHNSON | 13.3M | $2.1B | 0.5% | $120.73 | +20.17% | 18 qtrssince 2019-Q3 | Increased 41 |
ADVANCED MICRO DEVICES INC | 14M | $2.1B | 0.5% | $77.28 | +90.74% | 18 qtrssince 2019-Q3 | Increased 47 |
EXXON MOBIL CORP | 20.1M | $2B | 0.5% | $65.00 | +40.66% | 18 qtrssince 2019-Q3 | Decreased 0 |
WELLS FARGO & CO | 39.8M | $2B | 0.5% | $35.06 | +31.69% | 18 qtrssince 2019-Q3 | Decreased 0 |
INTUIT | 3M | $1.9B | 0.5% | $312.31 | +94.89% | 18 qtrssince 2019-Q3 | Decreased 0 |
Invesco Ltd. manages $420.2B across 3822 positions as of Q4 2023. Top holdings: MSFT (3.1%), AAPL (2.3%), AMZN (1.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 142 new positions, 183 exits, 1985 increased. Top move: AAPL (INCREASED, conviction 55). Portfolio: $420.2B across 3822 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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Top Losers
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