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:
- Q1 2026 SEC 13F filings show notable institutional position changes in IVZ.
- Olstein Capital Management, Sequoia Financial Advisors, Trian Fund Management, Renaissance Technologies LLC, and Hancock Classic Value were among firms reporting significant share count changes.
- Institutional ownership trends can help investors monitor hedge fund sentiment and long-term conviction in IVZ stock.
Related IVZ Insights:
| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q1 2021 | Hancock Classic Value | Sell | -951,677 | 2,736,002 | $69,002 |
| Q4 2020 | Olstein Capital Management | Sell | -189,500 | 873,500 | $15,225 |
| Q4 2020 | Hancock Classic Value | Sell | -832,387 | 3,687,679 | $64,276 |
| Q3 2020 | Trian Fund Management | Buy | 36,739,343 | 36,739,343 | $419,196 |
| Q3 2020 | Hancock Classic Value | Buy | 342,305 | 4,520,066 | $51,574 |
| Q2 2020 | Olstein Capital Management | Buy | 397,200 | 1,063,000 | $11,438 |
| Q2 2020 | Hancock Classic Value | Buy | 250,420 | 4,177,761 | $44,953 |
| Q1 2020 | Olstein Capital Management | Buy | 312,800 | 665,800 | $6,045 |
| Q1 2020 | Hancock Classic Value | Sell | -3,635 | 3,927,341 | $35,660 |
| Q4 2019 | Olstein Capital Management | Sell | -187,000 | 353,000 | $6,347 |
| Q4 2019 | Hancock Classic Value | Buy | 1,296,170 | 3,930,976 | $70,679 |
| Q3 2019 | Olstein Capital Management | Buy | 125,000 | 540,000 | $9,148 |
| Q3 2019 | Hancock Classic Value | Sell | -17,972 | 2,634,806 | $44,634 |
| Q2 2019 | Olstein Capital Management | Sell | -47,000 | 415,000 | $8,491 |
| Q2 2019 | Hancock Classic Value | Buy | 6,887 | 2,652,778 | $54,276 |
| Q1 2019 | Olstein Capital Management | Sell | -8,000 | 462,000 | $8,921 |
| Q1 2019 | Renaissance Technologies LLC | Sell | -1,885,400 | 968,600 | $18,704 |
| Q1 2019 | Hancock Classic Value | Buy | 15,349 | 2,645,891 | $51,092 |
| Q4 2018 | Olstein Capital Management | Buy | 38,000 | 470,000 | $7,868 |
| Q4 2018 | Hancock Classic Value | Sell | -1,061,479 | 2,630,542 | $44,035 |
| Q4 2018 | Renaissance Technologies LLC | Buy | 1,293,500 | 2,854,000 | $47,776 |
| Q3 2018 | Olstein Capital Management | Buy | 35,000 | 432,000 | $9,884 |
| Q3 2018 | Renaissance Technologies LLC | Sell | -153,400 | 1,560,500 | $35,704 |
| Q3 2018 | Hancock Classic Value | Buy | 1,071,967 | 3,692,021 | $84,473 |
| Q2 2018 | Olstein Capital Management | Buy | 71,000 | 397,000 | $10,544 |
| Q2 2018 | Hancock Classic Value | Buy | 12,855 | 2,620,054 | $69,589 |
| Q1 2018 | Olstein Capital Management | Buy | 49,200 | 326,000 | $10,435 |
| Q1 2018 | Hancock Classic Value | Buy | 89,003 | 2,607,199 | $83,456 |
| Q4 2017 | Olstein Capital Management | Sell | -32,200 | 276,800 | $10,114 |
| Q4 2017 | Renaissance Technologies LLC | Buy | 1,162,175 | 1,713,900 | $62,626 |
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.