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CIK: 0000914208
Total reported value
$1.3T
$1.3T
3732 檔
6.7%
The Q1 2026 SEC filing reveals that Invesco Ltd. held a total portfolio value of $1.3T, covering 3732 public equity positions.
In Q1 2026, Invesco Ltd. adopted a defensive or profit-taking posture, trimming 96 positions and completely liquidating 1 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, MSFT) accounted for 6.7% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 3732 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 3.81% | -3.47% | -0.33% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.83% | -3.34% | -0.79% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.40% | -2.68% | -6.50% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.02% | -0.85% | +0.99% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.82% | -1.88% | -4.13% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 1.58% | -0.94% | -3.87% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.37% | -1.75% | -14.27% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.01% | -1.35% | +4.39% | |
| 9 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.96% | -1.96% | -0.25% | |
| 10 | WMT | Walmart Inc | Stock-Consumer Staples | 0.83% | -2.11% | +74.00% | |
| 11 | LRCX | Lam Research CORP | Stock-Tech | 0.79% | +0.28% | +6.28% | |
| 12 | CSCO | Cisco Systems Inc | Stock-Tech | 0.67% | -0.46% | -5.10% | |
| 13 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.66% | -1.46% | -0.35% | |
| 14 | NFLX | Netflix Inc | Stock-Comm Services | 0.63% | -1.54% | -1.39% | |
| 15 | MU | Micron Technology Inc | Stock-Tech | 0.62% | +1.17% | +23.35% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.56% | +0.31% | NEW | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.56% | +0.32% | NEW | |
| 18 | TXN | Texas Instruments Inc | Stock-Tech | 0.54% | -0.11% | +0.15% | |
| 19 | AMAT | Applied Materials Inc | Stock-Tech | 0.51% | +0.08% | +21.58% | |
| 20 | AMD | Advanced Micro Devices | Stock-Tech | 0.51% | +0.56% | +4.86% | |
| 21 | CVX | Chevron CORP | Stock-Energy | 0.50% | +0.20% | NEW | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.49% | +0.20% | NEW | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.49% | +0.35% | NEW | |
| 24 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.47% | -1.25% | -6.84% | |
| 25 | BAC | Bank Of America CORP | Stock-Financials | 0.45% | +0.26% | NEW | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 0.44% | +0.27% | NEW | |
| 27 | CAT | Caterpillar Inc | Stock-Industrials | 0.42% | +0.28% | NEW | |
| 28 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.41% | +0.08% | NEW | |
| 29 | PM | Philip Morris International | Stock-Consumer Staples | 0.41% | +0.23% | NEW | |
| 30 | MA | Mastercard Inc - A | Stock-Financials | 0.40% | +0.24% | NEW | |
| 31 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.40% | +0.19% | NEW | |
| 32 | GE | General Electric | Stock-Industrials | 0.40% | +0.25% | NEW | |
| 33 | LIN | Linde plc | Stock-Materials | 0.40% | -0.67% | -2.38% | |
| 34 | WFC | Wells Fargo & Co | Stock-Financials | 0.39% | +0.22% | NEW | |
| 35 | KLAC | Kla CORP | Stock-Tech | 0.37% | -0.02% | +4.74% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.36% | +0.19% | NEW | |
| 37 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.36% | +0.15% | NEW | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.34% | +0.20% | NEW | |
| 39 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.34% | +0.20% | NEW | |
| 40 | INTC | Intel CORP | Stock-Tech | 0.33% | +0.49% | -0.95% | |
| 41 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.33% | -0.58% | -0.37% | |
| 42 | PH | Parker Hannifin CORP | Stock-Industrials | 0.32% | +0.16% | NEW | |
| 43 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.32% | — | NEW | |
| 44 | ADI | Analog Devices Inc | Stock-Tech | 0.32% | -0.35% | +3.27% | |
| 45 | AZN | AstraZeneca PLC | Stock-Healthcare | 0.31% | +0.15% | NEW | |
| 46 | INTU | Intuit Inc | Stock-Tech | 0.30% | -0.48% | +31.35% | |
| 47 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.29% | -0.74% | -0.94% | |
| 48 | C | Citigroup Inc | Stock-Financials | 0.28% | +0.17% | NEW | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.28% | +0.15% | NEW | |
| 50 | CVS | Cvs Health CORP | Stock-Healthcare | 0.28% | +0.17% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc | +3.4% | NEW | New buy |
| 2 | AMAT | Applied Materials Inc | +0.4% | +108.56% | Trim |
| 3 | COST | Costco Wholesale CORP | +0.4% | +115.21% | Trim |
| 4 | MU | Micron Technology Inc | +0.4% | +141.60% | Trim |
| 5 | LRCX | Lam Research CORP | +0.3% | +14.84% | Trim |
| 6 | INTC | Intel CORP | +0.3% | +111.37% | Trim |
| 7 | KLAC | Kla CORP | +0.2% | +73.39% | Trim |
| 8 | WDC | Western Digital CORP | +0.2% | +28.67% | Trim |
| 9 | LIN | Linde plc | +0.2% | +80.02% | Trim |
| 10 | STX | Seagate Technology Holdings plc | +0.2% | +76.65% | Trim |
| 11 | ADI | Analog Devices Inc | +0.2% | +61.14% | Trim |
| 12 | ASML | ASML Holding N.V. | +0.1% | +88.43% | Trim |
| 13 | GILD | Gilead Sciences Inc | +0.1% | +67.18% | Trim |
| 14 | HON | Honeywell International Inc | +0.1% | +97.90% | Trim |
| 15 | TXN | Texas Instruments Inc | +0.1% | +4.74% | Trim |
| 16 | PEP | Pepsico Inc | +0.1% | +135.58% | Trim |
| 17 | NFLX | Netflix Inc | +0.1% | +103.88% | Trim |
| 18 | AMGN | Amgen Inc | +0.1% | +136.27% | Trim |
| 19 | BKR | Baker Hughes Co | +0.1% | +63.35% | Trim |
| 20 | MRVL | Marvell Technology Inc | +0.1% | +85.93% | Trim |
| 21 | FANG | Diamondback Energy Inc | +0.1% | +84.30% | Trim |
| 22 | ROST | Ross Stores Inc | +0.1% | +43.62% | Trim |
| 23 | CSCO | Cisco Systems Inc | +0.1% | +38.54% | Trim |
| 24 | TMUS | T-mobile US Inc | +0.1% | +164.88% | Trim |
| 25 | MPWR | Monolithic Power Systems Inc | +0.1% | -28.15% | Trim |
| 26 | AEP | American Electric Power | +0.1% | +47.64% | Trim |
| 27 | CSX | Csx CORP | +0.1% | +120.00% | Trim |
| 28 | ODFL | Old Dominion Freight Line | +0.1% | +47.49% | Trim |
| 29 | FAST | Fastenal Co | +0.1% | +39.72% | Trim |
| 30 | SBUX | Starbucks CORP | +0.1% | +63.66% | Trim |
| 31 | ARM | Arm Holdings Plc-adr | 0% | +20.77% | Trim |
| 32 | EXC | Exelon CORP | 0% | +32.44% | Trim |
| 33 | XEL | Xcel Energy Inc | 0% | +65.26% | Trim |
| 34 | MDLZ | Mondelez International Inc-a | 0% | +68.49% | Trim |
| 35 | PANW | Palo Alto Networks Inc | 0% | +190.88% | Add |
| 36 | MAR | Marriott International -cl A | 0% | +25.25% | Trim |
| 37 | ORLY | O'reilly Automotive Inc | 0% | +75.97% | Trim |
| 38 | PCAR | Paccar Inc | 0% | +101.51% | Trim |
| 39 | VRTX | Vertex Pharmaceuticals Inc | 0% | +147.67% | Trim |
| 40 | REGN | Regeneron Pharmaceuticals | 0% | +37.05% | Trim |
| 41 | EA | Electronic Arts Inc | 0% | +29.48% | Trim |
| 42 | KO | The Coca-Cola Company | 0% | -37.61% | Trim |
| 43 | FTNT | Fortinet Inc | 0% | +43.36% | Trim |
| 44 | MCHP | Microchip Technology Inc | 0% | -24.24% | Trim |
| 45 | WBD | Warner Bros Discovery Inc | — | +102.32% | Trim |
| 46 | INSM | Insmed Inc | — | +65.90% | Trim |
| 47 | MSTR | Strategy Inc | — | +262.63% | Add |
| 48 | ✓ | Ferrovial Se | — | +237.16% | Trim |
| 49 | DXCM | Dexcom Inc | — | +51.96% | Trim |
| 50 | CHTR | Charter Communications Inc-a | — | -4.33% | Trim |
According to official SEC Form 13F filings, Invesco Ltd. reported a total U.S. public equity portfolio value of $1.3T across 3732 disclosed positions in Q1 2026.
During Q1 2026, Invesco Ltd.'s top holdings by market value included NVDA (3.8%)、AAPL (2.8%)、MSFT (2.4%). The largest single position, NVDA, represented 3.8% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
WMT
市值: $12.7B
Top Position Liquidated / Trimmed
AZNN
前期市值: $1.2B
In Q1 2026, Invesco Ltd. made 102 total portfolio adjustments, initiating 1 new buys, adding to 4 positions, trimming 96 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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