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 Q1 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $548.65 M.
Top institutional holders include Cliff Asness and Nelson Peltz.
Institutional sentiment is currently Bearish. This is evidenced by a $61.06 M net outflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 41.0%. Conversely, Paul Tudor Jones reduced exposure by 80.4%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Invesco Ltd. (IVZ)
Major holders include Cliff Asness ($299.58 M), Nelson Peltz ($72.16 M), Steven Cohen ($38.94 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 18.97 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $61.06 M, with 3 managers increasing positions and 9 managers reducing holdings.
During the most recent reporting period, 5 managers trimmed their positions, while 4 fully exited IVZ. The total reported sell value was $148.16 M.
Yes, 0 managers opened new positions in IVZ, and 3 increased their existing holdings. The total reported buy value was $87.11 M.
