D.E. Shaw & Co
IVZ icon

D.E. Shaw & Co’s Invesco IVZ Stock Holding History

D.E. Shaw & Co’s Portfolio IVZ Stock Details IVZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-140,000
Closed -$2.5M – 4530
2023
Q4 		$2.5M Sell
140,000
-125,000
-47% -$1.8M ﹤0.01% 2499
2023
Q3 		$3.85M Buy
265,000
+55,000
+26% +$885K ﹤0.01% 2052
2023
Q2 		$3.53M Buy
210,000
+35,000
+20% +$563K ﹤0.01% 2144
2023
Q1 		$2.87M Buy
175,000
+85,000
+94% +$1.52M ﹤0.01% 2412
2022
Q4 		$1.62M Sell
90,000
-60,400
-40% -$1.03M ﹤0.01% 3100
2022
Q3 		$2.06M Sell
150,400
-166,000
-52% -$2.8M ﹤0.01% 2982
2022
Q2 		$5.1M Buy
316,400
+76,800
+32% +$1.45M 0.01% 2101
2022
Q1 		$5.53M Buy
+239,600
New +$5.31M 0.01% 2195
2020
Q1 		– Sell
-101,500
Closed -$1.82M – 4093
2019
Q4 		$1.82M Sell
101,500
-31,700
-24% -$541K ﹤0.01% 2545
2019
Q3 		$2.26M Buy
133,200
+88,400
+197% +$1.56M ﹤0.01% 2257
2019
Q2 		$917K Sell
44,800
-20,000
-31% -$415K ﹤0.01% 2723
2019
Q1 		$1.25M Sell
64,800
-146,800
-69% -$2.74M ﹤0.01% 2472
2018
Q4 		$3.54M Sell
211,600
-27,700
-12% -$554K ﹤0.01% 1740
2018
Q3 		$5.47M Sell
239,300
-900
-0.4% -$22.5K 0.01% 1522
2018
Q2 		$6.38M Buy
+240,200
New +$6.91M 0.01% 1355
2014
Q1 		– Sell
-104,300
Closed -$3.8M – 4442
2013
Q4 		$3.8M Sell
104,300
-20,000
-16% -$678K 0.01% 1926
2013
Q3 		$3.96M Hold
124,300
– – 0.01% 1815
2013
Q2 		$3.95M Buy
+124,300
New +$3.98M 0.01% 1530

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

D.E. Shaw & Co's IVZ Position: Q1 2026 in Review

D.E. Shaw & Co increased its Invesco (IVZ) stake by 192% in Q1 2026, buying an estimated $51.1M and bringing the position to 2,970,869 shares worth $72.2M. The position accounts for 0.04% of the portfolio, ranked #507.

D.E. Shaw & Co first reported a position in IVZ in Q2 2013 and has held it in 48 quarters since. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • D.E. Shaw & Co held 2,970,869 shares of Invesco worth $72.2M as of Q1 2026.
  • D.E. Shaw & Co bought 1,952,472 Invesco shares in Q1 2026, an estimated $51.1M.
  • Invesco made up 0.04% of D.E. Shaw & Co's portfolio in Q1 2026, its #507 holding.
  • D.E. Shaw & Co first reported a position in Invesco in Q2 2013 and has held it in 48 quarters since.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on D.E. Shaw & Co's 13F filing for Q1 2026, filed 15 May 2026.