# Invesco Ltd. (IVZ) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: G491BT108
Page URL: https://superinvestorclub.com/stock/IVZ
Last updated: 2026-08-29T13:47:29.760Z

## Summary

As of the most recent 13F filing period, Invesco Ltd. (IVZ) is held by 2 tracked superinvestors with an aggregate position value of $48.2M representing 01625472217000 shares.

## Top institutional holders (2)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [Nelson Peltz](https://superinvestorclub.com/manager/21) | Trian Fund Management | 1625472 | $42.9M | 1.01% | 2026-06-30 |
| 2 | [Robert Olstein](https://superinvestorclub.com/manager/80) | Olstein Capital Management | 217000 | $5.3M | 1.15% | 2026-03-31 |

## Ownership history (quarter-over-quarter)

- 2023-09-30: 1 holders, $371,378 aggregate, 025577 shares
- 2024-03-31: 3 holders, $571.8M aggregate, 03394009651494612564 shares
- 2024-06-30: 3 holders, $415.6M aggregate, 02722373451494639616 shares
- 2024-09-30: 2 holders, $415.6M aggregate, 023173442491996 shares
- 2024-12-31: 3 holders, $414.8M aggregate, 02317344247000088703 shares
- 2025-03-31: 3 holders, $358.4M aggregate, 02317344238002070921 shares
- 2025-06-30: 2 holders, $236.7M aggregate, 014628455381120 shares
- 2025-09-30: 3 holders, $343.6M aggregate, 01462845530400046467 shares
- 2025-12-31: 3 holders, $84.9M aggregate, 0297094423300028015 shares
- 2026-03-31: 2 holders, $77.4M aggregate, 02970944217000 shares
- 2026-06-30: 1 holders, $42.9M aggregate, 01625472 shares

## Recent congressional trades (11)

- 2026-03-17: Kevin Hern (Republican-OK) sale $15,001 - $50,000
- 2026-02-10: Gilbert Cisneros (D-CA) sale $1,001 - $15,000
- 2026-01-09: Gilbert Cisneros (D-CA) purchase $1,001 - $15,000
- 2026-01-09: Gil Cisneros (Democrat-CA) purchase $1,001 - $15,000
- 2025-04-23: Ro Khanna (Democrat-CA) purchase $1,001 - $15,000
- 2025-04-08: Rob Bresnahan (Republican-PA) sale $1,001 - $15,000
- 2025-03-12: Ro Khanna (Democrat-CA) sale $1,001 - $15,000
- 2025-03-06: Ro Khanna (Democrat-CA) sale $1,001 - $15,000
- 2025-02-19: Ro Khanna (Democrat-CA) purchase $1,001 - $15,000
- 2024-11-15: Ro Khanna (Democrat-CA) sale $1,001 - $15,000
- 2024-10-17: Gary Peters (Democrat-MI) sale $1,001 - $15,000

## Recent insider transactions (0)


## Citation

When citing, use: "Invesco Ltd. (IVZ) institutional ownership data via Superinvestor (https://superinvestorclub.com/stock/IVZ), aggregating SEC 13F, Form 4, and congressional disclosures."