Jeremy Grantham's IVZ Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 191,887 shares of Invesco Ltd. (IVZ) worth $4.4 M, representing 0.01% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Jeremy Grantham has maintained a long-term strategic position in IVZ, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2020, adding 704,875 shares. Largest reduction occurred in Q4 2023, reducing 673,304 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Invesco (IVZ) Holding Value Over Time
Track share changes against reported price movement
Quarterly Invesco (IVZ) Trades by Jeremy Grantham
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +140,001 | Add 0.00% | 140,000 | $31.80 |
| Q3 2013 | +58,800 | Add 42.00% | 198,800 | $31.90 |
| Q4 2013 | -33,585 | Reduce 16.89% | 165,215 | $36.40 |
| Q1 2014 | -19,600 | Reduce 11.86% | 145,615 | $37.00 |
| Q2 2014 | -28,886 | Reduce 19.84% | 116,729 | $37.75 |
| Q3 2014 | +15,285 | Add 13.09% | 132,014 | $39.48 |
| Q4 2014 | -20,914 | Reduce 15.84% | 111,100 | $39.52 |
| Q1 2015 | +7,400 | Add 6.66% | 118,500 | $39.69 |
| Q2 2015 | -21,500 | Reduce 18.14% | 97,000 | $37.49 |
| Q3 2015 | +30,152 | Add 31.08% | 127,152 | $31.23 |
| Q4 2015 | -34,000 | Reduce 26.74% | 93,152 | $33.48 |
| Q1 2016 | -6,250 | Reduce 6.71% | 86,902 | $30.77 |
| Q2 2016 | -86,902 | Sold Out | 86,902 | $0.00 |
| Q3 2017 | +26,925 | New Buy | 26,925 | $35.02 |
| Q4 2017 | +148,500 | Add 551.53% | 175,425 | $36.54 |
| Q2 2018 | -148,500 | Reduce 84.65% | 26,925 | $26.56 |
| Q3 2018 | -26,925 | Sold Out | 26,925 | $0.00 |
| Q4 2020 | +731,800 | New Buy | 731,800 | $17.43 |
| Q1 2021 | +126,000 | Add 17.22% | 857,800 | $25.22 |
| Q2 2021 | +228,400 | Add 26.63% | 1.09 M | $26.73 |
| Q3 2021 | -202 | Reduce 0.02% | 1.09 M | $24.11 |
| Q4 2021 | -81,361 | Reduce 7.49% | 1 M | $23.02 |
| Q1 2022 | +156,363 | Add 15.56% | 1.16 M | $23.06 |
| Q2 2022 | +157,400 | Add 13.56% | 1.32 M | $16.13 |
| Q3 2022 | +40,500 | Add 3.07% | 1.36 M | $13.70 |
| Q4 2022 | +21,144 | Add 1.56% | 1.38 M | $17.99 |
| Q1 2023 | -344,700 | Reduce 24.98% | 1.04 M | $16.40 |
| Q2 2023 | -53,249 | Reduce 5.14% | 982,095 | $16.81 |
| Q3 2023 | +61,934 | Add 6.31% | 1.04 M | $14.52 |
| Q4 2023 | -673,304 | Reduce 64.49% | 370,725 | $17.84 |
| Q1 2024 | +65,354 | Add 17.63% | 436,079 | $16.59 |
| Q2 2024 | -241,939 | Reduce 55.48% | 194,140 | $14.96 |
| Q3 2024 | +2,405 | Add 1.24% | 196,545 | $17.56 |
| Q4 2024 | +6,566 | Add 3.34% | 203,111 | $17.48 |
| Q1 2025 | +198,397 | Add 97.68% | 401,508 | $15.17 |
| Q2 2025 | -117,490 | Reduce 29.26% | 284,018 | $15.77 |
| Q3 2025 | -92,131 | Reduce 32.44% | 191,887 | $22.94 |
Jeremy Grantham's Invesco Investment FAQs
Jeremy Grantham first purchased Invesco Ltd. (IVZ) in Q2 2013, acquiring 140,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Invesco Ltd. (IVZ) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's largest addition to Invesco Ltd. (IVZ) was in Q4 2020, adding 731,800 shares worth $12.76 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 191,887 shares of Invesco Ltd. (IVZ), valued at approximately $4.4 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 0.01% of Jeremy Grantham'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.
Jeremy Grantham's peak holding in Invesco Ltd. (IVZ) was 1,380,044 shares, as reported at the end of Q4 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.