Steven Cohen's IVZ Position Overview
Steven Cohen (via Point72 Asset Management, L.P.) currently holds 1.86 M shares of Invesco Ltd. (IVZ) worth $48.96 M, representing 0.05% of the portfolio. First purchased in 2015-Q2, this long-term strategic position has been held for 26 quarters.
Based on 13F filings, Steven Cohen has maintained a strategic position in IVZ, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2023, adding 3.51 M shares. Largest reduction occurred in Q1 2024, reducing 3.76 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +677,452 | Add 57.12% | 1.86 M | $26.27 |
| Q3 2025 | +173,666 | Add 17.15% | 1.19 M | $22.94 |
| Q2 2025 | +1.01 M | New Buy | 1.01 M | $15.77 |
| Q1 2025 | -2.04 M | Sold Out | 0 | $0.00 |
| Q4 2024 | -1.17 M | Reduce 36.53% | 2.04 M | $17.48 |
| Q3 2024 | -289,521 | Reduce 8.26% | 3.22 M | $17.56 |
| Q2 2024 | +3.51 M | New Buy | 3.51 M | $14.96 |
| Q1 2024 | -3.76 M | Sold Out | 0 | $0.00 |
| Q4 2023 | +3.51 M | Add 1411.06% | 3.76 M | $17.84 |
| Q3 2023 | +248,600 | New Buy | 248,600 | $14.52 |
| Q4 2022 | -447,100 | Sold Out | 0 | $0.00 |
| Q3 2022 | +447,100 | New Buy | 447,100 | $13.70 |
| Q3 2021 | -278,300 | Sold Out | 0 | $0.00 |
| Q2 2021 | +278,300 | New Buy | 278,300 | $26.73 |
| Q2 2019 | -44,900 | Sold Out | 0 | $0.00 |
| Q1 2019 | +44,900 | New Buy | 44,900 | $19.31 |
| Q4 2018 | -340,500 | Sold Out | 0 | $0.00 |
| Q3 2018 | +188,000 | Add 123.28% | 340,500 | $22.88 |
| Q2 2018 | +152,500 | New Buy | 152,500 | $26.56 |
| Q4 2016 | -221,400 | Sold Out | 0 | $0.00 |
| Q3 2016 | -58,800 | Reduce 20.99% | 221,400 | $31.27 |
| Q2 2016 | +280,200 | New Buy | 280,200 | $25.54 |
| Q1 2016 | -157,500 | Sold Out | 0 | $0.00 |
| Q4 2015 | +157,500 | New Buy | 157,500 | $33.48 |
| Q3 2015 | -281,800 | Sold Out | 0 | $0.00 |
| Q2 2015 | +281,800 | New Buy | 281,800 | $37.49 |
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 26 quarters since Q2 2015.
Steven Cohen's largest addition to Invesco Ltd. (IVZ) was in Q4 2023, adding 3,756,500 shares worth $67.02 M.
According to the latest 13F filing for Q4 2025, Steven Cohen's firm, Point72 Asset Management, L.P., owns 1,863,564 shares of Invesco Ltd. (IVZ), valued at approximately $48.96 M.
As of the Q4 2025 filing, Invesco Ltd. (IVZ) represents approximately 0.05% of Steven Cohen's publicly disclosed stock portfolio, making it one of their key holdings.
Steven Cohen's peak holding in Invesco Ltd. (IVZ) was 3,756,500 shares, as reported at the end of Q4 2023.