Robert Olstein's IVZ Position Overview
Robert Olstein (via Olstein Capital Management, L.P.) currently holds 233,000 shares of Invesco Ltd. (IVZ) worth $6.12 M, representing 1.26% of the portfolio. First purchased in 2014-Q1, this long-term strategic position has been held for 48 quarters.
Based on 13F filings since 2013, Robert Olstein has maintained a long-term strategic position in IVZ, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2020, adding 397,200 shares. Largest reduction occurred in Q1 2021, reducing 238,916 shares.
Analysis based on 13F filings available since 2013 Q2
Robert Olstein's Invesco (IVZ) Holding Value Over Time
Track share changes against reported price movement
Quarterly Invesco (IVZ) Trades by Robert Olstein
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -71,000 | Reduce 23.36% | 233,000 | $26.27 |
| Q3 2025 | -77,120 | Reduce 20.24% | 304,000 | $22.94 |
| Q2 2025 | +1,100 | Add 0.29% | 381,120 | $15.77 |
| Q1 2025 | -89,980 | Reduce 19.14% | 380,020 | $15.17 |
| Q4 2024 | -21,996 | Reduce 4.47% | 470,000 | $17.48 |
| Q3 2024 | -22,950 | Reduce 4.46% | 491,996 | $17.56 |
| Q1 2024 | -18,000 | Reduce 3.38% | 514,946 | $16.59 |
| Q4 2023 | -91,054 | Reduce 14.59% | 532,946 | $17.84 |
| Q3 2023 | -10,000 | Reduce 1.58% | 624,000 | $14.52 |
| Q2 2023 | +68,000 | Add 12.01% | 634,000 | $16.81 |
| Q1 2023 | -54,200 | Reduce 8.74% | 566,000 | $16.40 |
| Q4 2022 | -57,000 | Reduce 8.42% | 620,200 | $17.99 |
| Q2 2022 | -82,800 | Reduce 10.89% | 677,200 | $16.13 |
| Q1 2022 | +13,100 | Add 1.75% | 760,000 | $23.06 |
| Q4 2021 | +72,400 | Add 10.73% | 746,900 | $23.02 |
| Q3 2021 | +47,416 | Add 7.56% | 674,500 | $24.11 |
| Q2 2021 | -7,500 | Reduce 1.18% | 627,084 | $26.73 |
| Q1 2021 | -238,916 | Reduce 27.35% | 634,584 | $25.22 |
| Q4 2020 | -189,500 | Reduce 17.83% | 873,500 | $17.43 |
| Q2 2020 | +397,200 | Add 59.66% | 1.06 M | $10.76 |
| Q1 2020 | +312,800 | Add 88.61% | 665,800 | $9.08 |
| Q4 2019 | -187,000 | Reduce 34.63% | 353,000 | $17.98 |
| Q3 2019 | +125,000 | Add 30.12% | 540,000 | $16.94 |
| Q2 2019 | -47,000 | Reduce 10.17% | 415,000 | $20.46 |
| Q1 2019 | -8,000 | Reduce 1.70% | 462,000 | $19.31 |
| Q4 2018 | +38,000 | Add 8.80% | 470,000 | $16.74 |
| Q3 2018 | +35,000 | Add 8.82% | 432,000 | $22.88 |
| Q2 2018 | +71,000 | Add 21.78% | 397,000 | $26.56 |
| Q1 2018 | +49,200 | Add 17.77% | 326,000 | $32.01 |
| Q4 2017 | -32,200 | Reduce 10.42% | 276,800 | $36.54 |
| Q3 2017 | +10,400 | Add 3.48% | 309,000 | $35.04 |
| Q2 2017 | -21,832 | Reduce 6.81% | 298,600 | $35.19 |
| Q1 2017 | -49,000 | Reduce 13.26% | 320,432 | $30.63 |
| Q4 2016 | -34,000 | Reduce 8.43% | 369,432 | $30.34 |
| Q3 2016 | -40,568 | Reduce 9.14% | 403,432 | $31.27 |
| Q2 2016 | +73,000 | Add 19.68% | 444,000 | $25.54 |
| Q1 2016 | +32,000 | Add 9.44% | 371,000 | $30.77 |
| Q4 2015 | +23,000 | Add 7.28% | 339,000 | $33.48 |
| Q1 2015 | +32,000 | Add 11.27% | 316,000 | $39.69 |
| Q4 2014 | +5,000 | Add 1.79% | 284,000 | $39.52 |
| Q2 2014 | +26,000 | Add 10.28% | 279,000 | $37.75 |
| Q1 2014 | +253,000 | New Buy | 253,000 | $37.00 |
Robert Olstein's Invesco Investment FAQs
Robert Olstein first purchased Invesco Ltd. (IVZ) in Q1 2014, acquiring 253,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Robert Olstein has held Invesco Ltd. (IVZ) for 48 quarters since Q1 2014.
Robert Olstein's largest addition to Invesco Ltd. (IVZ) was in Q2 2020, adding 1,063,000 shares worth $11.44 M.
According to the latest 13F filing for Q4 2025, Robert Olstein's firm, Olstein Capital Management, L.P., owns 233,000 shares of Invesco Ltd. (IVZ), valued at approximately $6.12 M.
As of the Q4 2025 filing, Invesco Ltd. (IVZ) represents approximately 1.26% of Robert Olstein's publicly disclosed stock portfolio, making it one of their key holdings.
Robert Olstein's peak holding in Invesco Ltd. (IVZ) was 1,063,000 shares, as reported at the end of Q2 2020.