Cliff Asness's IVZ Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 8.88 M shares of Invesco Ltd. (IVZ) worth $233.35 M, representing 0.12% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 51 quarters.
Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in IVZ, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2024, adding 3.52 M shares. Largest reduction occurred in Q3 2025, reducing 1.79 M shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Invesco (IVZ) Holding Value Over Time
Track share changes against reported price movement
Quarterly Invesco (IVZ) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -936,136 | Reduce 9.53% | 8.88 M | $26.27 |
| Q3 2025 | -1.79 M | Reduce 15.45% | 9.82 M | $22.94 |
| Q2 2025 | +584,035 | Add 5.30% | 11.61 M | $15.71 |
| Q1 2025 | +2.88 M | Add 35.39% | 11.03 M | $14.99 |
| Q4 2024 | +2.26 M | Add 38.51% | 8.15 M | $17.48 |
| Q3 2024 | +3.52 M | Add 148.75% | 5.88 M | $17.38 |
| Q2 2024 | +377,786 | Add 19.02% | 2.36 M | $14.92 |
| Q1 2024 | +70,687 | Add 3.69% | 1.99 M | $16.59 |
| Q4 2023 | -420,274 | Reduce 17.99% | 1.92 M | $17.84 |
| Q3 2023 | +799,977 | Add 52.08% | 2.34 M | $14.52 |
| Q2 2023 | -740,800 | Reduce 32.54% | 1.54 M | $16.81 |
| Q1 2023 | +983,156 | Add 76.00% | 2.28 M | $16.17 |
| Q4 2022 | -306,892 | Reduce 19.17% | 1.29 M | $17.96 |
| Q3 2022 | -1.52 M | Reduce 48.64% | 1.6 M | $13.70 |
| Q2 2022 | +519,902 | Add 20.02% | 3.12 M | $15.71 |
| Q1 2022 | +1.22 M | Add 88.08% | 2.6 M | $23.06 |
| Q4 2021 | +482,082 | Add 53.66% | 1.38 M | $23.02 |
| Q3 2021 | +307,477 | Add 52.04% | 898,356 | $24.11 |
| Q2 2021 | +160,563 | Add 37.31% | 590,879 | $26.49 |
| Q1 2021 | +306,875 | Add 248.60% | 430,316 | $25.22 |
| Q4 2020 | -785,068 | Reduce 86.41% | 123,441 | $17.21 |
| Q3 2020 | -27,769 | Reduce 2.97% | 908,509 | $11.41 |
| Q2 2020 | +824,747 | Add 739.48% | 936,278 | $10.52 |
| Q1 2020 | +40,217 | Add 56.39% | 111,531 | $9.08 |
| Q4 2019 | +53,799 | Add 307.16% | 71,314 | $17.98 |
| Q3 2019 | -29,444 | Reduce 62.70% | 17,515 | $16.96 |
| Q2 2019 | -17,040 | Reduce 26.63% | 46,959 | $20.46 |
| Q1 2019 | +29,960 | Add 88.02% | 63,999 | $19.31 |
| Q4 2018 | -16,663 | Reduce 32.86% | 34,039 | $16.75 |
| Q3 2018 | -1.32 M | Reduce 96.29% | 50,702 | $22.88 |
| Q2 2018 | +268,441 | Add 24.45% | 1.37 M | $26.56 |
| Q1 2018 | +441,061 | Add 67.13% | 1.1 M | $32.01 |
| Q4 2017 | -1.14 M | Reduce 63.53% | 656,988 | $36.54 |
| Q3 2017 | +463,452 | Add 34.63% | 1.8 M | $35.04 |
| Q2 2017 | +443,811 | Add 49.62% | 1.34 M | $35.19 |
| Q1 2017 | -98,707 | Reduce 9.94% | 894,374 | $30.63 |
| Q4 2016 | -166,649 | Reduce 14.37% | 993,081 | $30.34 |
| Q3 2016 | -297,939 | Reduce 20.44% | 1.16 M | $31.27 |
| Q2 2016 | +245,208 | Add 20.22% | 1.46 M | $25.54 |
| Q1 2016 | -322,863 | Reduce 21.03% | 1.21 M | $30.77 |
| Q4 2015 | +305,113 | Add 24.80% | 1.54 M | $33.48 |
| Q3 2015 | +50,665 | Add 4.30% | 1.23 M | $31.23 |
| Q2 2015 | +869,757 | Add 280.76% | 1.18 M | $37.49 |
| Q1 2015 | +174,900 | Add 129.66% | 309,789 | $39.69 |
| Q4 2014 | +134,889 | New Buy | 134,889 | $39.52 |
| Q1 2014 | -478,700 | Sold Out | 0 | $0.00 |
| Q4 2013 | -139,700 | Reduce 22.59% | 478,700 | $36.40 |
| Q3 2013 | -179,100 | Reduce 22.46% | 618,400 | $31.90 |
| Q2 2013 | +797,500 | Add 0.00% | 797,500 | $31.80 |
| Q4 2012 | +1.14 M | Add 0.00% | 1.14 M | $26.09 |
Cliff Asness's Invesco Investment FAQs
Cliff Asness first purchased Invesco Ltd. (IVZ) in Q4 2012, acquiring 1,142,176 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Invesco Ltd. (IVZ) for 51 quarters since Q4 2012.
Cliff Asness's largest addition to Invesco Ltd. (IVZ) was in Q3 2024, adding 5,881,045 shares worth $102.21 M.
According to the latest 13F filing for Q4 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 8,882,863 shares of Invesco Ltd. (IVZ), valued at approximately $233.35 M.
As of the Q4 2025 filing, Invesco Ltd. (IVZ) represents approximately 0.12% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in Invesco Ltd. (IVZ) was 11,612,559 shares, as reported at the end of Q2 2025.