IVZ Institutional Ownership & Top Shareholders
IVZ is held by 3 institutional investors with a total reported value of $336.56M. This analysis highlights the top institutional shareholders, including Trian Fund Management, Sequoia Financial Advisors, Olstein Capital Management, and other major asset managers, who collectively account for approximately 100% of the total institutional ownership.Trian Fund Management remains the largest institutional holder, with a position valued at approximately $335.58M. This page provides insight into institutional ownership concentration, portfolio allocations, and long-term holding patterns across major investment firms to understand institutional sentiment toward Invesco Ltd..
Related IVZ Insights:
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance |
|---|---|---|---|---|
| Trian Fund Management | Nelson Peltz | 8.17% | 14,628,455 | $335,576,758 |
| Sequoia Financial Advisors | 0.01% | 40,341 | $979,886 | |
| Olstein Capital Management | Robert Olstein | 1.15% | 217,000 | $5,271 |
Frequently asked questions about IVZ
Who owns the most IVZ stock?
The largest holders of IVZ are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for Invesco Ltd. (IVZ).
Is IVZ widely held by superinvestors?
Many widely followed stocks like IVZ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IVZ is represented among the institutional managers we track.