IVZ Institutional Ownership Changes & 13F Activity


Invesco Ltd. (IVZ) institutional ownership data tracks hedge funds, asset managers, pension funds, and institutional investors holding Amazon shares based on recent SEC 13F filings (Q1 2026). Recent filings show notable position changes from firms including Olstein Capital Management, Sequoia Financial Advisors, Trian Fund Management, Renaissance Technologies LLC, and Hancock Classic Value. This page analyzes institutional buying and selling activity, increased and reduced positions, new holdings, and sold-out positions to help investors understand institutional sentiment, portfolio allocation trends, and hedge fund conviction in Invesco Ltd. stock.


Key Insights:

Related IVZ Insights:

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Olstein Capital ManagementSell-16,000217,000$5,271
Q1 2026Sequoia Financial AdvisorsBuy12,50040,341$979,886
Q4 2025Olstein Capital ManagementSell-71,000233,000$6,121
Q3 2025Olstein Capital ManagementSell-77,120304,000$6,974
Q3 2025Sequoia Financial AdvisorsBuy17,79827,841$638,666
Q2 2025Trian Fund ManagementSell-8,544,98714,628,455$230,690,735
Q2 2025Olstein Capital ManagementBuy1,100381,120$6,010
Q2 2025Sequoia Financial AdvisorsBuy10,04310,043$158,382
Q2 2025Renaissance Technologies LLCBuy288,700442,600$6,979,802
Q1 2025Olstein Capital ManagementSell-89,980380,020$5,765
Q1 2025Renaissance Technologies LLCBuy108,900153,900$2,334,663
Q4 2024Olstein Capital ManagementSell-21,996470,000$8,216
Q4 2024Renaissance Technologies LLCSell-509,30045,000$786,600
Q3 2024Trian Fund ManagementSell-4,050,29223,173,442$406,925,642
Q3 2024Olstein Capital ManagementSell-22,950491,996$8,639
Q3 2024Renaissance Technologies LLCSell-127,900554,300$9,733,508
Q2 2024Trian Fund ManagementSell-6,716,36227,223,734$407,267,061
Q2 2024Renaissance Technologies LLCSell-214,900682,200$10,205,712
Q2 2024Hancock Classic ValueSell-227,600886,851$13,267,291
Q1 2024Meritage GroupSell-63710,601$176
Q1 2024Olstein Capital ManagementSell-18,000514,946$8,543
Q1 2024Renaissance Technologies LLCBuy767,200897,100$14,883
Q1 2024Hancock Classic ValueSell-5,9191,114,451$18,488,742
Q4 2023Meritage GroupBuy2,55311,238$200
Q4 2023Renaissance Technologies LLCBuy81,800129,900$2,317
Q4 2023Olstein Capital ManagementSell-91,054532,946$9,508
Q4 2023Hancock Classic ValueSell-36,2011,120,370$19,987,401
Q3 2023Olstein Capital ManagementSell-10,000624,000$9,060
Q3 2023Hancock Classic ValueSell-1,529,4921,156,571$16,793,411
Q2 2023Renaissance Technologies LLCSell-1,166,70048,100$809

Frequently asked questions about IVZ activity

  • Which institutional owners are buying IVZ?

    Institutional owners buying IVZ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in IVZ activity?

    "Buy" means an investor increased their reported position in IVZ compared to the prior reporting period. This reflects growing exposure to Invesco Ltd. (IVZ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IVZ increasing?

    Institutional interest in IVZ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.