Joel Greenblatt's IVZ Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 12,828 shares of Invesco Ltd. (IVZ) worth $336,992, representing 0.00% of the portfolio. First purchased in 2013-Q3, this long-term strategic position has been held for 41 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +61 | Add 0.48% | 12,828 | $26.27 |
| Q3 2025 | +229 | Add 1.83% | 12,767 | $22.94 |
| Q2 2025 | +12,538 | New Buy | 12,538 | $15.77 |
| Q2 2023 | -74,182 | Sold Out | 0 | $0.00 |
| Q1 2023 | +22,632 | Add 43.90% | 74,182 | $16.40 |
| Q4 2022 | -122,127 | Reduce 70.32% | 51,550 | $17.99 |
| Q3 2022 | -27,616 | Reduce 13.72% | 173,677 | $13.70 |
| Q2 2022 | +62,412 | Add 44.94% | 201,293 | $16.13 |
| Q1 2022 | -88,417 | Reduce 38.90% | 138,881 | $23.06 |
| Q4 2021 | +72,823 | Add 47.14% | 227,298 | $23.02 |
| Q3 2021 | -66,743 | Reduce 30.17% | 154,475 | $24.11 |
| Q2 2021 | -15,638 | Reduce 6.60% | 221,218 | $26.73 |
| Q1 2021 | -330,986 | Reduce 58.29% | 236,856 | $25.22 |
| Q4 2020 | -3,630 | Reduce 0.64% | 567,842 | $17.43 |
| Q3 2020 | -43,679 | Reduce 7.10% | 571,472 | $11.41 |
| Q2 2020 | -101,878 | Reduce 14.21% | 615,151 | $10.76 |
| Q1 2020 | +526,318 | Add 275.98% | 717,029 | $9.08 |
| Q4 2019 | -17,103 | Reduce 8.23% | 190,711 | $17.98 |
| Q3 2019 | +33,988 | Add 19.55% | 207,814 | $16.94 |
| Q2 2019 | +19,589 | Add 12.70% | 173,826 | $20.46 |
| Q1 2019 | -1,002 | Reduce 0.65% | 154,237 | $19.31 |
| Q4 2018 | +95,547 | Add 160.07% | 155,239 | $16.74 |
| Q3 2018 | -29,983 | Reduce 33.44% | 59,692 | $22.88 |
| Q2 2018 | +6,498 | Add 7.81% | 89,675 | $26.56 |
| Q1 2018 | +22,264 | Add 36.55% | 83,177 | $32.00 |
| Q4 2017 | +6,312 | Add 11.56% | 60,913 | $36.54 |
| Q3 2017 | +54,601 | New Buy | 54,601 | $35.04 |
| Q4 2016 | -25,236 | Sold Out | 0 | $0.00 |
| Q3 2016 | +2,272 | Add 9.89% | 25,236 | $31.26 |
| Q2 2016 | +7,302 | Add 46.62% | 22,964 | $25.56 |
| Q1 2016 | -116,118 | Reduce 88.12% | 15,662 | $30.78 |
| Q4 2015 | -161,089 | Reduce 55.00% | 131,780 | $33.48 |
| Q3 2015 | +95,428 | Add 48.33% | 292,869 | $31.23 |
| Q2 2015 | +31,791 | Add 19.19% | 197,441 | $37.49 |
| Q1 2015 | +108,435 | Add 189.52% | 165,650 | $39.69 |
| Q4 2014 | +27,136 | Add 90.22% | 57,215 | $39.52 |
| Q3 2014 | -18,588 | Reduce 38.19% | 30,079 | $39.50 |
| Q2 2014 | -490 | Reduce 1.00% | 48,667 | $37.75 |
| Q1 2014 | +5,075 | Add 11.51% | 49,157 | $37.00 |
| Q4 2013 | -610 | Reduce 1.36% | 44,082 | $36.41 |
| Q3 2013 | +44,692 | New Buy | 44,692 | $31.91 |
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 41 quarters since Q3 2013.
Joel Greenblatt's largest addition to Invesco Ltd. (IVZ) was in Q1 2020, adding 717,029 shares worth $6.51 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 12,828 shares of Invesco Ltd. (IVZ), valued at approximately $336,992.
As of the Q4 2025 filing, Invesco Ltd. (IVZ) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Invesco Ltd. (IVZ) was 717,029 shares, as reported at the end of Q1 2020.