IVZ Stock Ownership Activity

INVESCO LTD 13F holders

2 value investing gurus have made changes to the INVESCO LTD (IVZ) position according to the gurus' latest SEC quarterly report(s). The number of IVZ shares has been increased by 1, decreased by 1 super investor(s).

Which gurus or hedge funds are buying IVZ now?

According to the latest SEC filing(s) INVESCO LTD (IVZ) has been bought by Robert Olstein - Olstein Capital Management (added shares +0.29%).

To see more about who is investing in INVESCO LTD (IVZ), please go to the IVZ ownership page.

History
Name
Company
%
Activity
Share
Change
% change to
Portfolio
% of
Portfolio
2025 Q2 (2 results)
Robert Olstein
Olstein Capital Management
+0.29%
+1,100
+0.00%
1.13%
Nelson Peltz
Trian Fund Management
-36.87%
-8,544,987
-3.57%
6.12%
Current price: $22.16 40.52% AVG reported price*: $15.77
2025 Q1 (1 result)
Robert Olstein
Olstein Capital Management
-19.14%
-89,980
-0.25%
1.06%
Current price: $22.16 46.08% Reported price*: $15.17
2024 Q4 (1 result)
Robert Olstein
Olstein Capital Management
-4.47%
-21,996
-0.07%
1.45%
Current price: $22.16 26.77% Reported price*: $17.48
2024 Q3 (2 results)
Robert Olstein
Olstein Capital Management
-4.46%
-22,950
-0.07%
1.47%
Nelson Peltz
Trian Fund Management
-14.88%
-4,050,292
-1.88%
10.78%
Current price: $22.16 26.20% AVG reported price*: $17.56
2024 Q2 (2 results)
Nelson Peltz
Trian Fund Management
-19.79%
-6,716,362
-2.66%
10.78%
Nathaniel Simons
Meritage Group
-100.00%
-10,601
-0.00%
0.00%
Current price: $22.16 48.13% AVG reported price*: $14.96
2024 Q1 (2 results)
Robert Olstein
Olstein Capital Management
-3.38%
-18,000
-0.05%
1.40%
Nathaniel Simons
Meritage Group
-5.67%
-637
-0.00%
0.00%
Current price: $22.16 33.57% AVG reported price*: $16.59
2023 Q4 (2 results)
Nathaniel Simons
Meritage Group
buy
+11,238
+0.00%
0.00%
Robert Olstein
Olstein Capital Management
-14.59%
-91,054
-0.27%
1.60%
Current price: $22.16 24.36% AVG reported price*: $17.82
2023 Q3 (1 result)
Robert Olstein
Olstein Capital Management
-1.58%
-10,000
-0.02%
1.55%
Current price: $22.16 52.63% Reported price*: $14.52
2023 Q2 (1 result)
Robert Olstein
Olstein Capital Management
+12.01%
+68,000
+0.18%
1.72%
Current price: $22.16 31.82% Reported price*: $16.81
2023 Q1 (2 results)
Robert Olstein
Olstein Capital Management
-8.74%
-54,200
-0.14%
1.45%
Nelson Peltz
Trian Fund Management
-39.13%
-21,818,538
-9.54%
14.84%
Current price: $22.16 35.12% AVG reported price*: $16.40
2022 Q4 (1 result)
Robert Olstein
Olstein Capital Management
-8.42%
-57,000
-0.16%
1.75%
Current price: $22.16 23.18% Reported price*: $17.99
2022 Q2 (2 results)
Nelson Peltz
Trian Fund Management
+3.19%
+1,724,600
+0.61%
19.77%
Robert Olstein
Olstein Capital Management
-10.89%
-82,800
-0.20%
1.64%
Current price: $22.16 37.39% AVG reported price*: $16.13
2022 Q1 (2 results)
Nelson Peltz
Trian Fund Management
+18.82%
+8,560,175
+3.73%
23.52%
Robert Olstein
Olstein Capital Management
+1.75%
+13,100
+0.04%
2.20%
Current price: $22.16 9.66% AVG reported price*: $24.53
2021 Q4 (3 results)
Nelson Peltz
Trian Fund Management
+23.72%
+8,718,084
+3.04%
15.85%
Robert Olstein
Olstein Capital Management
+10.73%
+72,400
+0.20%
2.05%
Nathaniel Simons
Meritage Group
-100.00%
-8,685
-0.00%
0.00%
Current price: $22.16 9.59% AVG reported price*: $24.51
2021 Q3 (2 results)
Nathaniel Simons
Meritage Group
buy
+8,685
+0.00%
0.00%
Robert Olstein
Olstein Capital Management
+7.56%
+47,416
+0.14%
1.99%
Current price: $22.16 8.09% AVG reported price*: $24.11
2021 Q2 (2 results)
Nelson Peltz
Trian Fund Management
+0.04%
+14,236
+0.00%
11.17%
Robert Olstein
Olstein Capital Management
-1.18%
-7,500
-0.03%
2.11%
Current price: $22.16 15.95% AVG reported price*: $26.37
2021 Q1 (2 results)
Nelson Peltz
Trian Fund Management
+0.01%
+2,196
+0.00%
11.30%
Robert Olstein
Olstein Capital Management
-27.35%
-238,916
-0.84%
2.24%
Current price: $22.16 13.47% AVG reported price*: $25.61
2020 Q4 (1 result)
Robert Olstein
Olstein Capital Management
-17.83%
-189,500
-0.53%
2.43%
Current price: $22.16 27.14% Reported price*: $17.43
2020 Q3 (1 result)
Nelson Peltz
Trian Fund Management
+66.79%
+14,712,352
+2.77%
6.93%
Current price: $22.16 94.22% Reported price*: $11.41
2020 Q2 (2 results)
Nelson Peltz
Trian Fund Management
buy
+22,026,991
+4.29%
4.29%
Robert Olstein
Olstein Capital Management
+59.66%
+397,200
+0.80%
2.14%
Current price: $22.16 105.95% AVG reported price*: $10.76
2020 Q1 (1 result)
Robert Olstein
Olstein Capital Management
+88.61%
+312,800
+0.62%
1.33%
Current price: $22.16 144.07% Reported price*: $9.08
2019 Q4 (1 result)
Robert Olstein
Olstein Capital Management
-34.63%
-187,000
-0.52%
0.98%
Current price: $22.16 23.25% Reported price*: $17.98
2019 Q3 (1 result)
Robert Olstein
Olstein Capital Management
+30.12%
+125,000
+0.33%
1.43%
Current price: $22.16 30.81% Reported price*: $16.94
2019 Q2 (1 result)
Robert Olstein
Olstein Capital Management
-10.17%
-47,000
-0.16%
1.38%
Current price: $22.16 8.31% Reported price*: $20.46
2019 Q1 (1 result)
Robert Olstein
Olstein Capital Management
-1.70%
-8,000
-0.03%
1.47%
Current price: $22.16 14.76% Reported price*: $19.31
2018 Q4 (1 result)
Robert Olstein
Olstein Capital Management
+8.80%
+38,000
+0.10%
1.28%
Current price: $22.16 32.37% Reported price*: $16.74
2018 Q3 (1 result)
Robert Olstein
Olstein Capital Management
+8.82%
+35,000
+0.11%
1.32%
Current price: $22.16 3.15% Reported price*: $22.88
2018 Q2 (1 result)
Robert Olstein
Olstein Capital Management
+21.78%
+71,000
+0.25%
1.40%
Current price: $22.16 16.56% Reported price*: $26.56
2018 Q1 (1 result)
Robert Olstein
Olstein Capital Management
+17.77%
+49,200
+0.20%
1.33%
Current price: $22.16 30.77% Reported price*: $32.01
2017 Q4 (2 results)
Robert Olstein
Olstein Capital Management
-10.42%
-32,200
-0.15%
1.29%
Harry Burn
Sound Shore Management
-100.00%
-2,655,103
-1.42%
0.00%
Current price: $22.16 39.35% AVG reported price*: $36.54
2017 Q3 (2 results)
Robert Olstein
Olstein Capital Management
+3.48%
+10,400
+0.05%
1.40%
Harry Burn
Sound Shore Management
-39.80%
-1,755,500
-1.00%
0.00%
Current price: $22.16 36.76% AVG reported price*: $35.04
2017 Q2 (2 results)
Robert Olstein
Olstein Capital Management
-6.81%
-21,832
-0.10%
1.33%
Harry Burn
Sound Shore Management
-14.28%
-734,480
-0.42%
2.54%
Current price: $22.16 37.03% AVG reported price*: $35.19
49 of 77

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.