Ray Dalio's IVZ Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 46,467 shares of Invesco Ltd. (IVZ) worth $1.07 M, representing 0.00% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 36 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in IVZ, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2019, adding 1.53 M shares. Largest reduction occurred in Q1 2019, reducing 1.96 M shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Invesco (IVZ) Holding Value Over Time
Track share changes against reported price movement
Quarterly Invesco (IVZ) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +21,801 | Add 0.00% | 21,800 | $31.79 |
| Q3 2013 | -21,800 | Sold Out | 0 | $0.00 |
| Q3 2014 | +9,600 | New Buy | 9,600 | $39.48 |
| Q4 2014 | -9,600 | Sold Out | 0 | $0.00 |
| Q2 2015 | +19,400 | New Buy | 19,400 | $37.47 |
| Q3 2015 | -5,900 | Reduce 30.41% | 13,500 | $31.26 |
| Q4 2015 | -13,500 | Sold Out | 0 | $0.00 |
| Q2 2016 | +300,822 | New Buy | 300,822 | $25.54 |
| Q3 2016 | -285,722 | Reduce 94.98% | 15,100 | $31.26 |
| Q4 2016 | +227,500 | Add 1506.62% | 242,600 | $30.34 |
| Q1 2017 | -225,894 | Reduce 93.11% | 16,706 | $30.65 |
| Q2 2017 | -16,706 | Sold Out | 0 | $0.00 |
| Q1 2018 | +303,193 | New Buy | 303,193 | $32.01 |
| Q2 2018 | +418,373 | Add 137.99% | 721,566 | $26.56 |
| Q3 2018 | +306,507 | Add 42.48% | 1.03 M | $22.88 |
| Q4 2018 | +932,770 | Add 90.73% | 1.96 M | $16.74 |
| Q1 2019 | -1.96 M | Sold Out | 0 | $0.00 |
| Q3 2019 | +1.53 M | New Buy | 1.53 M | $16.94 |
| Q4 2019 | -1.44 M | Reduce 93.87% | 93,831 | $17.98 |
| Q1 2020 | -93,831 | Sold Out | 0 | $0.00 |
| Q4 2020 | +84,402 | New Buy | 84,402 | $17.43 |
| Q1 2021 | +49,727 | Add 58.92% | 134,129 | $25.22 |
| Q2 2021 | +6,272 | Add 4.68% | 140,401 | $26.73 |
| Q3 2021 | +43,735 | Add 31.15% | 184,136 | $24.11 |
| Q4 2021 | -103,020 | Reduce 55.95% | 81,116 | $23.02 |
| Q1 2022 | -29,314 | Reduce 36.14% | 51,802 | $23.07 |
| Q2 2022 | +185 | Add 0.36% | 51,987 | $16.14 |
| Q3 2022 | -51,987 | Sold Out | 0 | $0.00 |
| Q2 2023 | +13,082 | New Buy | 13,082 | $16.81 |
| Q3 2023 | -13,082 | Sold Out | 0 | $0.00 |
| Q2 2024 | +39,616 | New Buy | 39,616 | $14.96 |
| Q3 2024 | -39,616 | Sold Out | 0 | $0.00 |
| Q4 2024 | +88,703 | New Buy | 88,703 | $17.48 |
| Q1 2025 | -17,782 | Reduce 20.05% | 70,921 | $15.17 |
| Q2 2025 | -70,921 | Sold Out | 0 | $0.00 |
| Q3 2025 | +46,467 | New Buy | 46,467 | $22.94 |
Ray Dalio's Invesco Investment FAQs
Ray Dalio first purchased Invesco Ltd. (IVZ) in Q2 2013, acquiring 21,800 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Invesco Ltd. (IVZ) for 36 quarters since Q2 2013.
Ray Dalio's largest addition to Invesco Ltd. (IVZ) was in Q3 2019, adding 1,531,460 shares worth $25.94 M.
According to the latest 13F filing for Q3 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 46,467 shares of Invesco Ltd. (IVZ), valued at approximately $1.07 M.
As of the Q3 2025 filing, Invesco Ltd. (IVZ) represents approximately 0.00% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Invesco Ltd. (IVZ) was 1,960,843 shares, as reported at the end of Q4 2018.