HOTCHKIS & WILEY's IVZ Position Overview
HOTCHKIS & WILEY (via Hotchkis & Wiley Capital Management LLC) currently holds 312,980 shares of Invesco Ltd. (IVZ) worth $8.22 M, representing 0.02% of the portfolio. First purchased in 2025-Q3, this recently established position has been held for 2 quarters.
Based on recent 13F filings, HOTCHKIS & WILEY has initiated a new position in IVZ, representing a fresh investment thesis on this company. Largest reduction occurred in Q4 2025, reducing 24,074 shares.
Analysis based on 13F filings available since 2013 Q2
HOTCHKIS & WILEY's Invesco (IVZ) Holding Value Over Time
Track share changes against reported price movement
Quarterly Invesco (IVZ) Trades by HOTCHKIS & WILEY
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -24,074 | Reduce 7.14% | 312,980 | $26.27 |
| Q3 2025 | +337,054 | New Buy | 337,054 | $22.94 |
HOTCHKIS & WILEY's Invesco Investment FAQs
HOTCHKIS & WILEY first purchased Invesco Ltd. (IVZ) in Q3 2025, acquiring 337,054 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
HOTCHKIS & WILEY has held Invesco Ltd. (IVZ) for 2 quarters since Q3 2025.
HOTCHKIS & WILEY's largest addition to Invesco Ltd. (IVZ) was in Q3 2025, adding 337,054 shares worth $7.73 M.
According to the latest 13F filing for Q4 2025, HOTCHKIS & WILEY's firm, Hotchkis & Wiley Capital Management LLC, owns 312,980 shares of Invesco Ltd. (IVZ), valued at approximately $8.22 M.
As of the Q4 2025 filing, Invesco Ltd. (IVZ) represents approximately 0.02% of HOTCHKIS & WILEY's publicly disclosed stock portfolio, making it one of their key holdings.
HOTCHKIS & WILEY's peak holding in Invesco Ltd. (IVZ) was 337,054 shares, as reported at the end of Q3 2025.