Ken Fisher's IVZ Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 5.2 M shares of Invesco Ltd. (IVZ) worth $119.24 M, representing 0.04% of the portfolio. First purchased in 2023-Q1, this medium-term investment has been held for 11 quarters.
Based on 13F filings, Ken Fisher has maintained a strategic position in IVZ, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2023, adding 391,933 shares. Largest reduction occurred in Q4 2024, reducing 7,638 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's Invesco (IVZ) Holding Value Over Time
Track share changes against reported price movement
Quarterly Invesco (IVZ) Trades by Ken Fisher
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2023 | +3.09 M | New Buy | 3.09 M | $16.40 |
| Q2 2023 | +137,659 | Add 4.46% | 3.22 M | $16.81 |
| Q3 2023 | +306,199 | Add 9.50% | 3.53 M | $14.52 |
| Q4 2023 | +391,933 | Add 11.11% | 3.92 M | $17.84 |
| Q1 2024 | +251,543 | Add 6.41% | 4.17 M | $16.59 |
| Q2 2024 | +280,717 | Add 6.73% | 4.45 M | $14.96 |
| Q3 2024 | +87,405 | Add 1.96% | 4.54 M | $17.56 |
| Q4 2024 | -7,638 | Reduce 0.17% | 4.53 M | $17.48 |
| Q1 2025 | +209,784 | Add 4.63% | 4.74 M | $15.17 |
| Q2 2025 | +195,787 | Add 4.13% | 4.94 M | $15.77 |
| Q3 2025 | +258,995 | Add 5.24% | 5.2 M | $22.94 |
Ken Fisher's Invesco Investment FAQs
Ken Fisher first purchased Invesco Ltd. (IVZ) in Q1 2023, acquiring 3,085,457 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held Invesco Ltd. (IVZ) for 11 quarters since Q1 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher's largest addition to Invesco Ltd. (IVZ) was in Q1 2023, adding 3,085,457 shares worth $50.6 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 5,197,841 shares of Invesco Ltd. (IVZ), valued at approximately $119.24 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 0.04% of Ken Fisher'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.
Ken Fisher's peak holding in Invesco Ltd. (IVZ) was 5,197,841 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.