Nelson Peltz's IVZ Position Overview
Nelson Peltz (via Trian Fund Management, L.P.) currently holds 14.63 M shares of Invesco Ltd. (IVZ) worth $335.58 M, representing 8.17% of the portfolio. First purchased in 2020-Q2, this long-term strategic position has been held for 22 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2020 | +22.03 M | New Buy | 22.03 M | $10.76 |
| Q3 2020 | +14.71 M | Add 66.79% | 36.74 M | $11.41 |
| Q1 2021 | +2,196 | Add 0.01% | 36.74 M | $26.00 |
| Q2 2021 | +14,236 | Add 0.04% | 36.76 M | $26.00 |
| Q4 2021 | +8.72 M | Add 23.72% | 45.47 M | $26.00 |
| Q1 2022 | +8.56 M | Add 18.82% | 54.03 M | $26.00 |
| Q2 2022 | +1.72 M | Add 3.19% | 55.76 M | $16.13 |
| Q1 2023 | -21.82 M | Reduce 39.13% | 33.94 M | $16.40 |
| Q2 2024 | -6.72 M | Reduce 19.79% | 27.22 M | $14.96 |
| Q3 2024 | -4.05 M | Reduce 14.88% | 23.17 M | $17.56 |
| Q2 2025 | -8.54 M | Reduce 36.87% | 14.63 M | $15.77 |
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 22 quarters since Q2 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Nelson Peltz's largest addition to Invesco Ltd. (IVZ) was in Q2 2020, adding 22,026,991 shares worth $237.01 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Nelson Peltz's firm, Trian Fund Management, L.P., owns 14,628,455 shares of Invesco Ltd. (IVZ), valued at approximately $335.58 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 8.17% of Nelson Peltz'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.
Nelson Peltz's peak holding in Invesco Ltd. (IVZ) was 55,758,634 shares, as reported at the end of Q2 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.