Cliff Asness's IVZ Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 9.82 M shares of Invesco Ltd. (IVZ) worth $225.25 M, representing 0.14% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 52 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2012 | +1.14 M | Add 0.00% | 1.14 M | $26.09 |
| Q2 2013 | +797,501 | Add 0.00% | 797,500 | $31.80 |
| Q3 2013 | -179,100 | Reduce 22.46% | 618,400 | $31.90 |
| Q4 2013 | -139,700 | Reduce 22.59% | 478,700 | $36.40 |
| Q1 2014 | -478,700 | Sold Out | 478,700 | $0.00 |
| Q4 2014 | +134,889 | New Buy | 134,889 | $39.52 |
| Q1 2015 | +174,900 | Add 129.66% | 309,789 | $39.69 |
| Q2 2015 | +869,757 | Add 280.76% | 1.18 M | $37.49 |
| Q3 2015 | +50,665 | Add 4.30% | 1.23 M | $31.23 |
| Q4 2015 | +305,113 | Add 24.80% | 1.54 M | $33.48 |
| Q1 2016 | -322,863 | Reduce 21.03% | 1.21 M | $30.77 |
| Q2 2016 | +245,208 | Add 20.22% | 1.46 M | $25.54 |
| Q3 2016 | -297,939 | Reduce 20.44% | 1.16 M | $31.27 |
| Q4 2016 | -166,649 | Reduce 14.37% | 993,081 | $30.34 |
| Q1 2017 | -98,707 | Reduce 9.94% | 894,374 | $30.63 |
| Q2 2017 | +443,811 | Add 49.62% | 1.34 M | $35.19 |
| Q3 2017 | +463,452 | Add 34.63% | 1.8 M | $35.04 |
| Q4 2017 | -1.14 M | Reduce 63.53% | 656,988 | $36.54 |
| Q1 2018 | +441,061 | Add 67.13% | 1.1 M | $32.01 |
| Q2 2018 | +268,441 | Add 24.45% | 1.37 M | $26.56 |
| Q3 2018 | -1.32 M | Reduce 96.29% | 50,702 | $22.88 |
| Q4 2018 | -16,663 | Reduce 32.86% | 34,039 | $16.75 |
| Q1 2019 | +29,960 | Add 88.02% | 63,999 | $19.31 |
| Q2 2019 | -17,040 | Reduce 26.63% | 46,959 | $20.46 |
| Q3 2019 | -29,444 | Reduce 62.70% | 17,515 | $16.96 |
| Q4 2019 | +53,799 | Add 307.16% | 71,314 | $17.98 |
| Q1 2020 | +40,217 | Add 56.39% | 111,531 | $9.08 |
| Q2 2020 | +824,747 | Add 739.48% | 936,278 | $10.52 |
| Q3 2020 | -27,769 | Reduce 2.97% | 908,509 | $11.41 |
| Q4 2020 | -785,068 | Reduce 86.41% | 123,441 | $17.21 |
| Q1 2021 | +306,875 | Add 248.60% | 430,316 | $25.22 |
| Q2 2021 | +160,563 | Add 37.31% | 590,879 | $26.49 |
| Q3 2021 | +307,477 | Add 52.04% | 898,356 | $24.11 |
| Q4 2021 | +482,082 | Add 53.66% | 1.38 M | $23.02 |
| Q1 2022 | +1.22 M | Add 88.08% | 2.6 M | $23.06 |
| Q2 2022 | +519,902 | Add 20.02% | 3.12 M | $15.71 |
| Q3 2022 | -1.52 M | Reduce 48.64% | 1.6 M | $13.70 |
| Q4 2022 | -306,892 | Reduce 19.17% | 1.29 M | $17.96 |
| Q1 2023 | +983,156 | Add 76.00% | 2.28 M | $16.17 |
| Q2 2023 | -740,800 | Reduce 32.54% | 1.54 M | $16.81 |
| Q3 2023 | +799,977 | Add 52.08% | 2.34 M | $14.52 |
| Q4 2023 | -420,274 | Reduce 17.99% | 1.92 M | $17.84 |
| Q1 2024 | +70,687 | Add 3.69% | 1.99 M | $16.59 |
| Q2 2024 | +377,786 | Add 19.02% | 2.36 M | $14.92 |
| Q3 2024 | +3.52 M | Add 148.75% | 5.88 M | $17.38 |
| Q4 2024 | +2.26 M | Add 38.51% | 8.15 M | $17.48 |
| Q1 2025 | +2.88 M | Add 35.39% | 11.03 M | $14.99 |
| Q2 2025 | +584,035 | Add 5.30% | 11.61 M | $15.71 |
| Q3 2025 | -1.79 M | Reduce 15.45% | 9.82 M | $22.94 |
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 52 quarters since Q4 2012. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness's largest addition to Invesco Ltd. (IVZ) was in Q3 2024, adding 5,881,045 shares worth $102.21 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 9,818,999 shares of Invesco Ltd. (IVZ), valued at approximately $225.25 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Invesco Ltd. (IVZ) represents approximately 0.14% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness's peak holding in Invesco Ltd. (IVZ) was 11,612,559 shares, as reported at the end of Q2 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.