IVZInvesco Ltd.

CUSIP: G491BT108

Guru Owners

$84.9M

Total Value Held

3.2M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Nelson Peltz	Trian Fund Management	2970944	$78.0M	1.96%	$26.27	Q4 2025
Robert Olstein	Olstein Capital Management	233000	$6.1M	1.26%	$26.27	Q4 2025
Ray Dalio	Bridgewater Associates	28015	$736K	0.00%	$26.27	Q4 2025

Nelson Peltz

$78.0M

1.96%

Robert Olstein

$6.1M

1.26%

Ray Dalio

$736K

0.00%

📊 Fundamentals

Market Cap$10.5B

Forward P/E7.8x

P/FCF14.1x

EPS (TTM)$-1.60

Revenue (TTM)$6.4B

Profit Margin-4.42%

Div Yield3.55%

Beta1.65

52-Week Range

$11.60

$29.61

Current: $23.67

Data from Yahoo Finance · refreshed every 4 hours

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '253 owners · $84.9M

INCREASEDNelson Peltz$78.0M

REDUCEDRobert Olstein$6.1M

REDUCEDRay Dalio$736K

Q3 '253 owners · $343.6M

REDUCEDRobert Olstein$7.0M

NEWRay Dalio$1.1M

Q2 '252 owners · $236.7M

REDUCEDNelson Peltz$230.7M

INCREASEDRobert Olstein$6.0M

SOLDRay Dalio

Q1 '253 owners · $358.4M

REDUCEDRobert Olstein$5.8M

REDUCEDRay Dalio$1.1M

Q4 '243 owners · $414.8M

REDUCEDRobert Olstein$8.2M

NEWRay Dalio$1.6M

Q3 '242 owners · $415.6M

REDUCEDNelson Peltz$406.9M

REDUCEDRobert Olstein$8.6M

SOLDRay Dalio

💰 DCF Calculator

DCF valuation isn't suitable for financial companies like banks and insurers — their cash flows work differently.

🏛️ Congressional Trades

IVZ: Held by 3 superinvestors · 8 congress member trades

BUYGil CisnerosD

$1,001 - $15,0002026-01-09

BUYRo KhannaD

$1,001 - $15,0002025-04-23

SELLRob BresnahanR

$1,001 - $15,0002025-04-08

SELLRo KhannaD

$1,001 - $15,0002025-03-12

SELLRo KhannaD

$1,001 - $15,0002025-03-06

BUYRo KhannaD

$1,001 - $15,0002025-02-19

SELLRo KhannaD

$1,001 - $15,0002024-11-15

SELLGary PetersD

$1,001 - $15,0002024-10-17