Position in TW
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$25,778,479
+$2,844,179 QoQ
Shares Held
219,093
+2.7% QoQ
Ownership
0.093%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 96.25547142081217.ToString("F0")%
None 3.7445285791878336.ToString("F0")%
Common Shares in TW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Invesco Ltd. holds $8,031,272,799 across 49 Capital Markets names. TW ranks #25 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,633,486 | $2,227,902,810 | |
| 2 | SCHW |
Schwab Charles Corp
|
16,956,980 | $1,593,616,969 | |
| 3 | MS |
Morgan Stanley
|
7,846,458 | $1,291,291,585 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
9,647,168 | $647,035,553 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
7,392,374 | $512,291,512 | |
| 6 | EVR |
Evercore Inc.
|
1,424,686 | $425,283,013 | |
| 7 | PIPR |
Piper Sandler Companies
|
2,609,305 | $199,742,293 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
349,011 | $104,992,973 |
All Filings in TW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,778,479 | 219,093 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $22,934,300 | 213,263 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $94,894,220 | 855,057 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $238,616,478 | 1,629,894 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $207,169,393 | 1,395,456 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $144,834,304 | 1,106,281 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $136,132,716 | 1,100,774 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $104,637,900 | 987,150 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $84,038,936 | 806,748 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $69,587,449 | 765,707 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $11,229,682 | 140,021 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $8,053,863 | 117,609 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $8,934,711 | 113,069 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $6,818,427 | 105,012 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $5,675,512 | 100,594 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $7,122,841 | 104,364 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $9,038,043 | 102,857 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $9,412,157 | 93,990 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $12,363,054 | 153,046 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $16,203,384 | 191,620 | Shares | Defined | 2021-08-17 | |
| 2021-03-31 | $48,537,044 | 655,906 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $45,003,965 | 720,640 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $40,228,510 | 693,595 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $20,489,465 | 352,416 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $64,081,570 | 1,524,300 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||