Neuberger Berman Group
IVZ icon

Neuberger Berman Group’s Invesco IVZ Stock Holding History

Neuberger Berman Group’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
2026
Q1 		$2.1M Buy
86,584
+4,944
+6% +$129K ﹤0.01% 1168
2025
Q4 		$2.14M Buy
81,640
+4,166
+5% +$102K ﹤0.01% 1154
2025
Q3 		$1.78M Buy
77,474
+6,686
+9% +$139K ﹤0.01% 1184
2025
Q2 		$1.12M Buy
70,788
+3,701
+6% +$53.1K ﹤0.01% 1318
2025
Q1 		$1.02M Buy
67,087
+2,152
+3% +$36.7K ﹤0.01% 1310
2024
Q4 		$1.14M Sell
64,935
-1,336
-2% -$23.8K ﹤0.01% 1277
2024
Q3 		$1.16M Buy
66,271
+1,163
+2% +$19.1K ﹤0.01% 1257
2024
Q2 		$974K Buy
65,108
+5,815
+10% +$89.4K ﹤0.01% 1291
2024
Q1 		$984K Buy
59,293
+123
+0.2% +$1.99K ﹤0.01% 1291
2023
Q4 		$1.06M Buy
59,170
+4,918
+9% +$71K ﹤0.01% 1273
2023
Q3 		$788K Buy
54,252
+30,823
+132% +$496K ﹤0.01% 1322
2023
Q2 		$394K Sell
23,429
-6,568
-22% -$106K ﹤0.01% 1506
2023
Q1 		$492K Buy
29,997
+10,230
+52% +$183K ﹤0.01% 1463
2022
Q4 		$356K Sell
19,767
-15,429
-44% -$264K ﹤0.01% 1547
2022
Q3 		$485K Buy
35,196
+7,927
+29% +$134K ﹤0.01% 1482
2022
Q2 		$442K Sell
27,269
-4,479
-14% -$84.7K ﹤0.01% 1521
2022
Q1 		$735K Buy
31,748
+9,306
+41% +$206K ﹤0.01% 1428
2021
Q4 		$445K Buy
+22,442
New +$546K ﹤0.01% 1577
2021
Q2 		– Sell
-10,473
Closed -$242K – 1796
2021
Q1 		$242K Buy
+10,473
New +$235K ﹤0.01% 1662
2020
Q2 		– Sell
-11,429
Closed -$104K – 1569
2020
Q1 		$104K Sell
11,429
-15,748
-58% -$239K ﹤0.01% 1476
2019
Q4 		$489K Buy
27,177
+4,612
+20% +$78.7K ﹤0.01% 1297
2019
Q3 		$383K Sell
22,565
-23,501
-51% -$415K ﹤0.01% 1331
2019
Q2 		$943K Buy
46,066
+2,149
+5% +$44.6K ﹤0.01% 1176
2019
Q1 		$848K Buy
43,917
+30,601
+230% +$572K ﹤0.01% 1153
2018
Q4 		$223K Sell
13,316
-23,521
-64% -$471K ﹤0.01% 1463
2018
Q3 		$843K Buy
36,837
+4,045
+12% +$101K ﹤0.01% 1229
2018
Q2 		$870K Sell
32,792
-24,152
-42% -$695K ﹤0.01% 1274
2018
Q1 		$1.82M Buy
56,944
+1,888
+3% +$65.1K ﹤0.01% 1044
2017
Q4 		$2.01M Buy
55,056
+1,884
+4% +$68.2K ﹤0.01% 1027
2017
Q3 		$1.86M Buy
53,172
+6,158
+13% +$210K ﹤0.01% 1011
2017
Q2 		$1.65M Sell
47,014
-6,349
-12% -$207K ﹤0.01% 1046
2017
Q1 		$1.64M Buy
53,363
+3,441
+7% +$108K ﹤0.01% 1046
2016
Q4 		$1.51M Sell
49,922
-9,552
-16% -$294K ﹤0.01% 1049
2016
Q3 		$1.86M Sell
59,474
-3,282
-5% -$96.4K ﹤0.01% 980
2016
Q2 		$1.6M Sell
62,756
-14,896
-19% -$442K ﹤0.01% 1012
2016
Q1 		$2.39M Sell
77,652
-1,750,720
-96% -$50.5M ﹤0.01% 960
2015
Q4 		$61.2M Sell
1,828,372
-756,840
-29% -$24.8M 0.08% 330
2015
Q3 		$80.7M Sell
2,585,212
-797,731
-24% -$28.4M 0.1% 274
2015
Q2 		$127M Sell
3,382,943
-138,426
-4% -$5.54M 0.14% 207
2015
Q1 		$140M Sell
3,521,369
-3,291,967
-48% -$129M 0.15% 194
2014
Q4 		$269M Sell
6,813,336
-519,354
-7% -$20.5M 0.28% 93
2014
Q3 		$289M Buy
7,332,690
+22,825
+0.3% +$898K 0.3% 84
2014
Q2 		$276M Buy
7,309,865
+583,954
+9% +$21.1M 0.27% 96
2014
Q1 		$249M Buy
6,725,911
+209,642
+3% +$7.26M 0.25% 109
2013
Q4 		$237M Buy
6,516,269
+4,554,355
+232% +$154M 0.24% 112
2013
Q3 		$62.6M Buy
1,961,914
+908,914
+86% +$29M 0.07% 365
2013
Q2 		$33.5M Buy
+1,053,000
New +$33.7M 0.04% 482

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

Neuberger Berman Group's IVZ Position: Q1 2026 in Review

Neuberger Berman Group increased its Invesco (IVZ) stake by 6.1% in Q1 2026, buying an estimated $129K and bringing the position to 86,584 shares worth $2.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1168.

Neuberger Berman Group first reported a position in IVZ in Q2 2013 and has held it in 47 quarters since. The position peaked at $289M in Q3 2014. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Neuberger Berman Group held 86,584 shares of Invesco worth $2.1M as of Q1 2026.
  • Neuberger Berman Group bought 4,944 Invesco shares in Q1 2026, an estimated $129K.
  • Invesco made up ﹤0.01% of Neuberger Berman Group's portfolio in Q1 2026, its #1168 holding.
  • Neuberger Berman Group first reported a position in Invesco in Q2 2013 and has held it in 47 quarters since.
  • Neuberger Berman Group's Invesco position peaked at $289M in Q3 2014.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Neuberger Berman Group's 13F filing for Q1 2026, filed 14 May 2026.