Joel Greenblatt's IVZ Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 12,767 shares of Invesco Ltd. (IVZ) worth $292,875, representing 0.00% of the portfolio. First purchased in 2013-Q3, this long-term strategic position has been held for 49 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in IVZ, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2020, adding 526,318 shares. Largest reduction occurred in Q1 2021, reducing 330,986 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Invesco (IVZ) Holding Value Over Time
Track share changes against reported price movement
Quarterly Invesco (IVZ) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2013 | +44,692 | New Buy | 44,692 | $31.91 |
| Q4 2013 | -610 | Reduce 1.36% | 44,082 | $36.41 |
| Q1 2014 | +5,075 | Add 11.51% | 49,157 | $37.00 |
| Q2 2014 | -490 | Reduce 1.00% | 48,667 | $37.75 |
| Q3 2014 | -18,588 | Reduce 38.19% | 30,079 | $39.50 |
| Q4 2014 | +27,136 | Add 90.22% | 57,215 | $39.52 |
| Q1 2015 | +108,435 | Add 189.52% | 165,650 | $39.69 |
| Q2 2015 | +31,791 | Add 19.19% | 197,441 | $37.49 |
| Q3 2015 | +95,428 | Add 48.33% | 292,869 | $31.23 |
| Q4 2015 | -161,089 | Reduce 55.00% | 131,780 | $33.48 |
| Q1 2016 | -116,118 | Reduce 88.12% | 15,662 | $30.78 |
| Q2 2016 | +7,302 | Add 46.62% | 22,964 | $25.56 |
| Q3 2016 | +2,272 | Add 9.89% | 25,236 | $31.26 |
| Q4 2016 | -25,236 | Sold Out | 25,236 | $0.00 |
| Q3 2017 | +54,601 | New Buy | 54,601 | $35.04 |
| Q4 2017 | +6,312 | Add 11.56% | 60,913 | $36.54 |
| Q1 2018 | +22,264 | Add 36.55% | 83,177 | $32.00 |
| Q2 2018 | +6,498 | Add 7.81% | 89,675 | $26.56 |
| Q3 2018 | -29,983 | Reduce 33.44% | 59,692 | $22.88 |
| Q4 2018 | +95,547 | Add 160.07% | 155,239 | $16.74 |
| Q1 2019 | -1,002 | Reduce 0.65% | 154,237 | $19.31 |
| Q2 2019 | +19,589 | Add 12.70% | 173,826 | $20.46 |
| Q3 2019 | +33,988 | Add 19.55% | 207,814 | $16.94 |
| Q4 2019 | -17,103 | Reduce 8.23% | 190,711 | $17.98 |
| Q1 2020 | +526,318 | Add 275.98% | 717,029 | $9.08 |
| Q2 2020 | -101,878 | Reduce 14.21% | 615,151 | $10.76 |
| Q3 2020 | -43,679 | Reduce 7.10% | 571,472 | $11.41 |
| Q4 2020 | -3,630 | Reduce 0.64% | 567,842 | $17.43 |
| Q1 2021 | -330,986 | Reduce 58.29% | 236,856 | $25.22 |
| Q2 2021 | -15,638 | Reduce 6.60% | 221,218 | $26.73 |
| Q3 2021 | -66,743 | Reduce 30.17% | 154,475 | $24.11 |
| Q4 2021 | +72,823 | Add 47.14% | 227,298 | $23.02 |
| Q1 2022 | -88,417 | Reduce 38.90% | 138,881 | $23.06 |
| Q2 2022 | +62,412 | Add 44.94% | 201,293 | $16.13 |
| Q3 2022 | -27,616 | Reduce 13.72% | 173,677 | $13.70 |
| Q4 2022 | -122,127 | Reduce 70.32% | 51,550 | $17.99 |
| Q1 2023 | +22,632 | Add 43.90% | 74,182 | $16.40 |
| Q2 2023 | -74,182 | Sold Out | 74,182 | $0.00 |
| Q2 2025 | +12,538 | New Buy | 12,538 | $15.77 |
| Q3 2025 | +229 | Add 1.83% | 12,767 | $22.94 |
Joel Greenblatt's Invesco Investment FAQs
Joel Greenblatt first purchased Invesco Ltd. (IVZ) in Q3 2013, acquiring 44,692 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Invesco Ltd. (IVZ) for 49 quarters since Q3 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to Invesco Ltd. (IVZ) was in Q1 2020, adding 717,029 shares worth $6.51 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 12,767 shares of Invesco Ltd. (IVZ), valued at approximately $292,875. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Invesco Ltd. (IVZ) represents approximately 0.00% of Joel Greenblatt'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.
Joel Greenblatt's peak holding in Invesco Ltd. (IVZ) was 717,029 shares, as reported at the end of Q1 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.