Invesco Ltd. (IVZ) Institutional Ownership and Insiders Activity
Invesco Ltd. (IVZ) is widely held by institutional investors, with 3 tracked firms reporting positions valued at approximately $73.15M based on SEC Form 13F filings for the quarter ended March 31, 2026.
Trian Fund Management is the largest disclosed holder, reporting approximately $72.16M in IVZ holdings in its latest filing.
Institutional ownership among tracked investors remains highly concentrated, with Trian Fund Management representing the majority of disclosed value.
Institutional Holders
3
Total Reported Value
$73.15M
Largest Holder
Trian Fund Management
Largest Position
$72.16M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
0
Funds Exiting Positions
0
Top Institutional Owners
View all- Trian Fund Management$72.16M
- Sequoia Financial Advisors$979,886
- Olstein Capital Management$5,271
IVZ News
All news- Trian Fund's Strategic Holdings in Aerospace and Healthcare
May 17, 2026 · valut.ai
- Nelson Peltz Portfolio Snapshot: GE Dominance, SOLV Decline, and IVZ Exit
May 17, 2026 · valut.ai
- Nelson Peltz's Trian Fund Portfolio Trends: March 2026 Quarterly Review
May 17, 2026 · valut.ai
- Nelson Peltz's Trian Fund Portfolio Concentration as of March 31, 2026
May 17, 2026 · valut.ai
- Nelson Peltz Trian Fund Q1 2026: Focus on GE, SOLV, WEN, IVZ Shifts
May 17, 2026 · valut.ai
- Nelson Peltz Trian Fund March 2026 Portfolio Update
May 17, 2026 · valut.ai
- Trian Fund's Strategic Holdings in Aerospace and Healthcare
May 16, 2026 · valut.ai
- Nelson Peltz's Top Holdings in Trian Fund Management Portfolio (March 31, 2026)
May 16, 2026 · valut.ai
Related IVZ Institutional Insights:
- IVZ Institutional Ownership & Insiders Activity
- IVZ Institutional Ownership & 13F Activity
- IVZ Top Institutional Shareholders
- IVZ Institutional Buying Activity
- IVZ Institutional Selling Activity
- Institutional Portfolio Overlap & Shared Holdings
- IVZ Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings