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 | |||||
| ≡ | Lee Ainslie - Maverick Capital | Sell 100.00% | 12,564 | 0.00 | |
| ≡ | 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 | |
| Q1 2024 | |||||
| ≡ | Lee Ainslie - Maverick Capital | Buy | 12,564 | 0.00 | |
| Q4 2023 | |||||
| ≡ | Lee Ainslie - Maverick Capital | Sell 100.00% | 25,577 | 0.01 | |
| Q3 2023 | |||||
| ≡ | Lee Ainslie - Maverick Capital | Buy | 25,577 | 0.01 | |
| Q2 2023 | |||||
| ≡ | Lee Ainslie - Maverick Capital | Sell 100.00% | 75,524 | 0.03 | |
| Q1 2023 | |||||
| ≡ | Lee Ainslie - Maverick Capital | Buy | 75,524 | 0.03 | |
| ≡ | 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 | |
| Q3 2022 | |||||
| ≡ | Lee Ainslie - Maverick Capital | Buy | 35,092 | 0.01 | |
| Q2 2022 | |||||
| ≡ | Nelson Peltz - Trian Fund Management | Add 3.19% | 1,724,600 | 0.61 | |
| Q1 2022 | |||||
| ≡ | Lee Ainslie - Maverick Capital | Sell 100.00% | 5,617 | 0.00 | |
| ≡ | Nelson Peltz - Trian Fund Management | Add 18.82% | 8,560,175 | 3.73 | |
| Q4 2021 | |||||
| ≡ | Lee Ainslie - Maverick Capital | Add 15.17% | 740 | 0.00 | |
| ≡ | Nelson Peltz - Trian Fund Management | Add 23.72% | 8,718,084 | 3.04 | |
| Q3 2021 | |||||
| ≡ | Lee Ainslie - Maverick Capital | Reduce 68.08% | 10,400 | 0.00 | |
| Q2 2021 | |||||
| ≡ | Nelson Peltz - Trian Fund Management | Add 0.04% | 14,236 | 0.00 | |
| ≡ | Lee Ainslie - Maverick Capital | Add 468.34% | 12,589 | 0.00 | |
| Q1 2021 | |||||
| ≡ | Lee Ainslie - Maverick Capital | Buy | 2,688 | 0.00 | |
| ≡ | Nelson Peltz - Trian Fund Management | Add 0.01% | 2,196 | 0.00 | |
| Q3 2020 | |||||
| ≡ | Nelson Peltz - Trian Fund Management | Add 66.79% | 14,712,352 | 2.78 | |
| Q2 2020 | |||||
| ≡ | Nelson Peltz - Trian Fund Management | Buy | 22,026,991 | 4.29 | |
| 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 | |
| Q1 2017 | |||||
| ≡ | Harry Burn - Sound Shore | Add 16.45% | 246,000 | 0.38 | |
| Q4 2016 | |||||
| ≡ | Harry Burn - Sound Shore | Add 21.22% | 261,750 | 0.42 | |
| 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 | |
| Q1 2016 | |||||
| ≡ | Harry Burn - Sound Shore | Add 1.54% | 25,200 | 0.04 | |
| Q3 2015 | |||||
| ≡ | Harry Burn - Sound Shore | Add 5.48% | 84,900 | 0.15 | |
| Q2 2015 | |||||
| ≡ | Harry Burn - Sound Shore | Reduce 8.35% | 141,100 | 0.23 | |
| Q1 2015 | |||||
| ≡ | Harry Burn - Sound Shore | Add 16.27% | 236,400 | 0.41 | |
| Q4 2014 | |||||
| ≡ | Harry Burn - Sound Shore | Reduce 10.23% | 165,500 | 0.29 | |
| Q2 2014 | |||||
| ≡ | Harry Burn - Sound Shore | Add 16.37% | 227,600 | 0.36 | |
| 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 2011 | |||||
| ≡ | Harry Burn - Sound Shore | Add 2.65% | 63,900 | 0.08 | |
| Q3 2011 | |||||
| ≡ | Harry Burn - Sound Shore | Add 4.03% | 93,300 | 0.10 | |
| Q2 2011 | |||||
| ≡ | Harry Burn - Sound Shore | Add 24.44% | 455,100 | 0.56 | |
| 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 | |
| Q3 2010 | |||||
| ≡ | Stephen Mandel - Lone Pine Capital | Add 4.63% | 420,000 | 0.08 | |
| Q2 2010 | |||||
| ≡ | Harry Burn - Sound Shore | Reduce 14.11% | 408,500 | 0.42 | |
| ≡ | Stephen Mandel - Lone Pine Capital | Add 1660.24% | 8,560,172 | 1.55 | |
| Q1 2010 | |||||
| ≡ | Stephen Mandel - Lone Pine Capital | Buy | 515,600 | 0.11 | |
| ≡ | Harry Burn - Sound Shore | Add 21.87% | 519,600 | 0.53 | |
| Q4 2009 | |||||
| ≡ | Harry Burn - Sound Shore | Add 3.38% | 77,700 | 0.09 | |
| Q3 2009 | |||||
| ≡ | Harry Burn - Sound Shore | Reduce 0.24% | 5,500 | 0.01 | |
| Q2 2009 | |||||
| ≡ | Harry Burn - Sound Shore | Buy | 2,303,800 | 2.44 | |
| 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 | |
| Q4 2007 | |||||
| ≡ | Harry Burn - Sound Shore | Add 11.79% | 330,500 | 0.39 | |
| Q3 2007 | |||||
| ≡ | Harry Burn - Sound Shore | Add 33.30% | 700,600 | 0.66 | |
| Q2 2007 | |||||
| ≡ | Harry Burn - Sound Shore | Buy | 2,103,800 | 1.86 | |
* "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.