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 Q4 2025, a total of 13 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $554.47 M.
Top institutional holders include Cliff Asness and Ken Fisher.
Institutional sentiment is currently Bearish. This is evidenced by a $283.41 M net outflow during the quarter.
Recent activity highlights Louis Moore Bacon who opened a new position. Conversely, Nelson Peltz reduced exposure by 79.7%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Invesco Ltd. (IVZ)
Major holders include Cliff Asness ($233.35 M), Ken Fisher ($144.71 M), Nelson Peltz ($78.05 M). According to the latest reported data, 13 tracked investment managers collectively hold approximately 21.32 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $283.41 M, with 8 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 5 managers trimmed their positions, while 0 fully exited IVZ. The total reported sell value was $333.82 M.
Yes, 2 managers opened new positions in IVZ, and 6 increased their existing holdings. The total reported buy value was $50.41 M.
