Guru Ownership Trend
Guru Analysis for Invesco Ltd. (IVZ)
Invesco Ltd. (IVZ), a key player in the Financials sector, continues to attract institutional attention.
As of Q2 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $509.02 M.
Top institutional holders include Cliff Asness and Nelson Peltz.
Institutional sentiment is currently Bearish. This is evidenced by a $80.3 M net outflow during the quarter.
Recent activity highlights Jefferies Group who opened a new position. Conversely, Jeremy Grantham reduced exposure by 84.8%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Invesco Ltd. (IVZ)
Major holders include Cliff Asness ($332.62 M), Nelson Peltz ($42.9 M), Ken Fisher ($38.21 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 15.78 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $80.3 M, with 3 managers increasing positions and 7 managers reducing holdings.
During the most recent reporting period, 5 managers trimmed their positions, while 2 fully exited IVZ. The total reported sell value was $82.98 M.
Yes, 1 managers opened new positions in IVZ, and 2 increased their existing holdings. The total reported buy value was $2.68 M.
