Invesco Ltd (IVZ)
| Sector: | Financials |
| Super Investor Stats: | |
| Ownership count: | 1 |
| Ownership rank: | 866 |
| % of all portfolios: | 0.012% |
| History | Portfolio Manager | Activity ▲ | Share change | % change to portfolio | |
| Q2 2026 | |||||
| ≡ | Nelson Peltz - Trian Fund Management | Reduce 45.29% | 1,345,472 | 0.84 | |
| Q4 2025 | |||||
| ≡ | Nelson Peltz - Trian Fund Management | Reduce 79.69% | 11,657,511 | 7.69 | |
| Q2 2025 | |||||
| ≡ | Nelson Peltz - Trian Fund Management | Reduce 36.87% | 8,544,987 | 3.55 | |
| Q1 2025 | |||||
| ≡ | Richard Pzena - Pzena Investment Management | Sell 100.00% | 886,851 | 0.05 | |
| Q3 2024 | |||||
| ≡ | Nelson Peltz - Trian Fund Management | Reduce 14.88% | 4,050,292 | 1.83 | |
| Q2 2024 | |||||
| ≡ | Richard Pzena - Pzena Investment Management | Reduce 20.42% | 227,600 | 0.01 | |
| ≡ | Nelson Peltz - Trian Fund Management | Reduce 19.79% | 6,716,362 | 2.45 | |
| ≡ | Lee Ainslie - Maverick Capital | Sell 100.00% | 12,564 | 0.00 | |
| Q4 2023 | |||||
| ≡ | Lee Ainslie - Maverick Capital | Sell 100.00% | 25,577 | 0.01 | |
| Q2 2023 | |||||
| ≡ | Lee Ainslie - Maverick Capital | Sell 100.00% | 75,524 | 0.03 | |
| Q1 2023 | |||||
| ≡ | Nelson Peltz - Trian Fund Management | Reduce 39.13% | 21,818,538 | 9.54 | |
| Q4 2022 | |||||
| ≡ | Lee Ainslie - Maverick Capital | Sell 100.00% | 35,092 | 0.01 | |
| Q1 2022 | |||||
| ≡ | Lee Ainslie - Maverick Capital | Sell 100.00% | 5,617 | 0.00 | |
| Q3 2021 | |||||
| ≡ | Lee Ainslie - Maverick Capital | Reduce 68.08% | 10,400 | 0.00 | |
| Q4 2017 | |||||
| ≡ | Harry Burn - Sound Shore | Sell 100.00% | 944,650 | 1.65 | |
| Q3 2017 | |||||
| ≡ | Harry Burn - Sound Shore | Reduce 35.37% | 516,950 | 0.90 | |
| Q2 2017 | |||||
| ≡ | Harry Burn - Sound Shore | Reduce 16.07% | 279,850 | 0.50 | |
| Q3 2016 | |||||
| ≡ | Harry Burn - Sound Shore | Reduce 24.48% | 399,800 | 0.69 | |
| Q2 2016 | |||||
| ≡ | Harry Burn - Sound Shore | Reduce 1.49% | 24,700 | 0.04 | |
| Q2 2015 | |||||
| ≡ | Harry Burn - Sound Shore | Reduce 8.35% | 141,100 | 0.23 | |
| Q4 2014 | |||||
| ≡ | Harry Burn - Sound Shore | Reduce 10.23% | 165,500 | 0.29 | |
| Q2 2013 | |||||
| ≡ | Harry Burn - Sound Shore | Reduce 5.60% | 82,500 | 0.15 | |
| Q4 2012 | |||||
| ≡ | Harry Burn - Sound Shore | Reduce 6.58% | 103,700 | 0.19 | |
| Q3 2012 | |||||
| ≡ | Harry Burn - Sound Shore | Reduce 5.89% | 98,700 | 0.17 | |
| Q2 2012 | |||||
| ≡ | Harry Burn - Sound Shore | Reduce 8.49% | 155,400 | 0.24 | |
| Q1 2012 | |||||
| ≡ | Harry Burn - Sound Shore | Reduce 26.00% | 643,400 | 1.05 | |
| Q4 2010 | |||||
| ≡ | Harry Burn - Sound Shore | Reduce 25.13% | 625,000 | 0.81 | |
| ≡ | Stephen Mandel - Lone Pine Capital | Sell 100.00% | 9,495,772 | 1.88 | |
| Q2 2010 | |||||
| ≡ | Harry Burn - Sound Shore | Reduce 14.11% | 408,500 | 0.42 | |
| Q3 2009 | |||||
| ≡ | Harry Burn - Sound Shore | Reduce 0.24% | 5,500 | 0.01 | |
| Q3 2008 | |||||
| ≡ | Harry Burn - Sound Shore | Sell 100.00% | 2,424,400 | 2.55 | |
| Q2 2008 | |||||
| ≡ | Harry Burn - Sound Shore | Reduce 8.69% | 230,800 | 0.24 | |
| Q1 2008 | |||||
| ≡ | Harry Burn - Sound Shore | Reduce 15.30% | 479,700 | 0.50 | |
* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.