Invesco Ltd. (IVZ) Institutional Ownership and Insiders Activity
Invesco Ltd. (IVZ) is widely held by institutional investors, with 2 tracked firms reporting positions valued at approximately $73.72M based on SEC Form 13F filings for the quarter ended June 30, 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.
Recent insider activity includes 4 tracked Form 4 transactions over the last three months, reflecting ongoing executive and director trading activity.
Institutional Holders
2
Total Reported Value
$73.72M
Largest Holder
Trian Fund Management
Largest Position
$72.16M
Insider Transactions (90d)
4
Latest Filing Quarter
Q2 2026
New Institutional Positions
0
Funds Exiting Positions
0
Top Institutional Owners
View all- Trian Fund Management$72.16M
- Sequoia Financial Advisors$1.55M
IVZ News
All news- High Portfolio Concentration: Massachusetts Mutual Life Insurance Co's Holdings Breakdown
Aug 9, 2026 · valut.ai
- Sonoma Allocations LLC Investment Activity in Q2 2026
Jul 10, 2026 · valut.ai
- 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
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