Nelson Peltz's IVZ Position Overview
Nelson Peltz (via Trian Fund Management, L.P.) currently holds 2.97 M shares of Invesco Ltd. (IVZ) worth $78.05 M, representing 1.96% of the portfolio. First purchased in 2020-Q2, this long-term strategic position has been held for 23 quarters.
Based on 13F filings, Nelson Peltz has maintained a strategic position in IVZ, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2020, adding 14.71 M shares. Largest reduction occurred in Q1 2023, reducing 21.82 M shares.
Analysis based on 13F filings available since 2013 Q2
Nelson Peltz's Invesco (IVZ) Holding Value Over Time
Track share changes against reported price movement
Quarterly Invesco (IVZ) Trades by Nelson Peltz
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -11.66 M | Reduce 79.69% | 2.97 M | $26.27 |
| Q2 2025 | -8.54 M | Reduce 36.87% | 14.63 M | $15.77 |
| Q3 2024 | -4.05 M | Reduce 14.88% | 23.17 M | $17.56 |
| Q2 2024 | -6.72 M | Reduce 19.79% | 27.22 M | $14.96 |
| Q1 2023 | -21.82 M | Reduce 39.13% | 33.94 M | $16.40 |
| Q2 2022 | +1.72 M | Add 3.19% | 55.76 M | $16.13 |
| Q1 2022 | +8.56 M | Add 18.82% | 54.03 M | $26.00 |
| Q4 2021 | +8.72 M | Add 23.72% | 45.47 M | $26.00 |
| Q2 2021 | +14,236 | Add 0.04% | 36.76 M | $26.00 |
| Q1 2021 | +2,196 | Add 0.01% | 36.74 M | $26.00 |
| Q3 2020 | +14.71 M | Add 66.79% | 36.74 M | $11.41 |
| Q2 2020 | +22.03 M | New Buy | 22.03 M | $10.76 |
Nelson Peltz's Invesco Investment FAQs
Nelson Peltz first purchased Invesco Ltd. (IVZ) in Q2 2020, acquiring 22,026,991 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Nelson Peltz has held Invesco Ltd. (IVZ) for 23 quarters since Q2 2020.
Nelson Peltz's largest addition to Invesco Ltd. (IVZ) was in Q2 2020, adding 22,026,991 shares worth $237.01 M.
According to the latest 13F filing for Q4 2025, Nelson Peltz's firm, Trian Fund Management, L.P., owns 2,970,944 shares of Invesco Ltd. (IVZ), valued at approximately $78.05 M.
As of the Q4 2025 filing, Invesco Ltd. (IVZ) represents approximately 1.96% of Nelson Peltz's publicly disclosed stock portfolio, making it one of their key holdings.
Nelson Peltz's peak holding in Invesco Ltd. (IVZ) was 55,758,634 shares, as reported at the end of Q2 2022.