Invesco Ltd. (IVZ) Institutional Ownership Changes & 13F Activity

Invesco Ltd. (IVZ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Olstein Capital Management, Sequoia Financial Advisors, Trian Fund Management, Renaissance Technologies LLC, and Hancock Classic Value.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2021Hancock Classic ValueSell-951,6772,736,002$69,002
Q1 2021Olstein Capital ManagementSell-238,916634,584$16,004
Q1 2021Trian Fund ManagementBuy2,19636,741,539$955,280
Q4 2020Hancock Classic ValueSell-832,3873,687,679$64,276
Q4 2020Olstein Capital ManagementSell-189,500873,500$15,225
Q3 2020Trian Fund ManagementBuy36,739,34336,739,343$419,196
Q3 2020Hancock Classic ValueBuy342,3054,520,066$51,574
Q2 2020Olstein Capital ManagementBuy397,2001,063,000$11,438
Q2 2020Hancock Classic ValueBuy250,4204,177,761$44,953
Q1 2020Olstein Capital ManagementBuy312,800665,800$6,045
Q1 2020Hancock Classic ValueSell-3,6353,927,341$35,660
Q4 2019Hancock Classic ValueBuy1,296,1703,930,976$70,679
Q4 2019Olstein Capital ManagementSell-187,000353,000$6,347
Q3 2019Olstein Capital ManagementBuy125,000540,000$9,148
Q3 2019Hancock Classic ValueSell-17,9722,634,806$44,634
Q2 2019Olstein Capital ManagementSell-47,000415,000$8,491
Q2 2019Hancock Classic ValueBuy6,8872,652,778$54,276
Q1 2019Renaissance Technologies LLCSell-1,885,400968,600$18,704
Q1 2019Hancock Classic ValueBuy15,3492,645,891$51,092
Q1 2019Olstein Capital ManagementSell-8,000462,000$8,921
Q4 2018Renaissance Technologies LLCBuy1,293,5002,854,000$47,776
Q4 2018Hancock Classic ValueSell-1,061,4792,630,542$44,035
Q4 2018Olstein Capital ManagementBuy38,000470,000$7,868
Q3 2018Hancock Classic ValueBuy1,071,9673,692,021$84,473
Q3 2018Renaissance Technologies LLCSell-153,4001,560,500$35,704
Q3 2018Olstein Capital ManagementBuy35,000432,000$9,884
Q2 2018Olstein Capital ManagementBuy71,000397,000$10,544
Q2 2018Hancock Classic ValueBuy12,8552,620,054$69,589
Q1 2018Hancock Classic ValueBuy89,0032,607,199$83,456
Q1 2018Olstein Capital ManagementBuy49,200326,000$10,435

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.

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