Steven Cohen's IVZ Position Overview
Steven Cohen (via Point72 Asset Management, L.P.) currently holds 1.19 M shares of Invesco Ltd. (IVZ) worth $27.21 M, representing 0.05% of the portfolio. First purchased in 2015-Q2, this long-term strategic position has been held for 42 quarters.
Based on 13F filings since 2013, Steven Cohen has maintained a long-term strategic position in IVZ, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2023, adding 3.51 M shares. Largest reduction occurred in Q4 2024, reducing 1.17 M shares.
Analysis based on 13F filings available since 2013 Q2
Steven Cohen's Invesco (IVZ) Holding Value Over Time
Track share changes against reported price movement
Quarterly Invesco (IVZ) Trades by Steven Cohen
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2015 | +281,800 | New Buy | 281,800 | $37.49 |
| Q3 2015 | -281,800 | Sold Out | 281,800 | $0.00 |
| Q4 2015 | +157,500 | New Buy | 157,500 | $33.48 |
| Q1 2016 | -157,500 | Sold Out | 157,500 | $0.00 |
| Q2 2016 | +280,200 | New Buy | 280,200 | $25.54 |
| Q3 2016 | -58,800 | Reduce 20.99% | 221,400 | $31.27 |
| Q4 2016 | -221,400 | Sold Out | 221,400 | $0.00 |
| Q2 2018 | +152,500 | New Buy | 152,500 | $26.56 |
| Q3 2018 | +188,000 | Add 123.28% | 340,500 | $22.88 |
| Q4 2018 | -340,500 | Sold Out | 340,500 | $0.00 |
| Q1 2019 | +44,900 | New Buy | 44,900 | $19.31 |
| Q2 2019 | -44,900 | Sold Out | 44,900 | $0.00 |
| Q2 2021 | +278,300 | New Buy | 278,300 | $26.73 |
| Q3 2021 | -278,300 | Sold Out | 278,300 | $0.00 |
| Q3 2022 | +447,100 | New Buy | 447,100 | $13.70 |
| Q4 2022 | -447,100 | Sold Out | 447,100 | $0.00 |
| Q3 2023 | +248,600 | New Buy | 248,600 | $14.52 |
| Q4 2023 | +3.51 M | Add 1411.06% | 3.76 M | $17.84 |
| Q1 2024 | -3.76 M | Sold Out | 3.76 M | $0.00 |
| Q2 2024 | +3.51 M | New Buy | 3.51 M | $14.96 |
| Q3 2024 | -289,521 | Reduce 8.26% | 3.22 M | $17.56 |
| Q4 2024 | -1.17 M | Reduce 36.53% | 2.04 M | $17.48 |
| Q1 2025 | -2.04 M | Sold Out | 2.04 M | $0.00 |
| Q2 2025 | +1.01 M | New Buy | 1.01 M | $15.77 |
| Q3 2025 | +173,666 | Add 17.15% | 1.19 M | $22.94 |
Steven Cohen's Invesco Investment FAQs
Steven Cohen first purchased Invesco Ltd. (IVZ) in Q2 2015, acquiring 281,800 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Steven Cohen has held Invesco Ltd. (IVZ) for 42 quarters since Q2 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Steven Cohen's largest addition to Invesco Ltd. (IVZ) was in Q4 2023, adding 3,756,500 shares worth $67.02 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Steven Cohen's firm, Point72 Asset Management, L.P., owns 1,186,112 shares of Invesco Ltd. (IVZ), valued at approximately $27.21 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 0.05% of Steven Cohen'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.
Steven Cohen's peak holding in Invesco Ltd. (IVZ) was 3,756,500 shares, as reported at the end of Q4 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.