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 Q3 2025, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $876.61 M.
Top institutional holders include Nelson Peltz and Cliff Asness.
Notably, Nelson Peltz has expressed high conviction in this stock, allocating 8.17% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $59.2 M net outflow during the quarter.
Recent activity highlights HOTCHKIS & WILEY who opened a new position. Conversely, Paul Tudor Jones reduced exposure by 82.1%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 8.17% | 14,628,455 | $335.58 M | Q3 2025 | ||
| 0.14% | Reduce -15.5% | 9,818,999 | $225.25 M | Q3 2025 | |
| 0.04% | Add 5.2% | 5,197,841 | $119.24 M | Q3 2025 | |
| 0.05% | Add 17.2% | 1,186,112 | $27.21 M | Q3 2025 | |
| 0.02% | New Buy | 337,054 | $7.73 M | Q3 2025 | |
| 1.32% | Reduce -20.2% | 304,000 | $6.97 M | Q3 2025 | |
| 0.01% | Reduce -82.1% | 236,075 | $5.42 M | Q3 2025 | |
| 0.01% | Reduce -32.4% | 191,887 | $4.4 M | Q3 2025 | |
| 0.02% | Reduce -21.4% | 162,270 | $3.72 M | Q3 2025 | |
| 0.00% | New Buy | 46,467 | $1.07 M | Q3 2025 | |
| 0.00% | Add 1.8% | 12,767 | $292,875 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Invesco Ltd. (IVZ)
Major holders include Nelson Peltz ($335.58 M), Cliff Asness ($225.25 M), Ken Fisher ($119.24 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 32.12 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $59.2 M, with 5 managers increasing positions and 6 managers reducing holdings.
During the most recent reporting period, 5 managers trimmed their positions, while 1 fully exited IVZ. The total reported sell value was $77.93 M.
Yes, 2 managers opened new positions in IVZ, and 3 increased their existing holdings. The total reported buy value was $18.73 M.