1 tracked superinvestor hold Invesco Ltd. (IVZ), worth $72M combined, led by Nelson Peltz. Smart money is holding IVZ as of the latest 13F filings.
Current price
$28.61
+72.4%
1Y
Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equity and fixed income portfolios. The firm also…
Market cap
$11.5B
P/E
-17.61
Div yield
3.1%
Revenue YoY
5.1%
Analyst target
$30
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
1
tracked 13F / N-PORT funds
Combined value
$72M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
0
0 buying · 0 selling
Smart money is holding IVZ steady this quarter — buys and sells are balanced.
Invesco Ltd. (IVZ) is held by 1 tracked funds worth $72M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Nelson Peltz at 2% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
Tracked holders were largely static this quarter — no new opens, adds or trims of size — suggesting the position is being held rather than actively traded.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Held | 2% | $72M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own IVZ?
1 tracked funds hold Invesco Ltd. (IVZ), the largest being Nelson Peltz (Trian Partners) at 2% of its 13F portfolio. 1 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling IVZ?
In the most recent 13F quarter, 0 tracked funds added or opened IVZ and 0 trimmed it.
How much IVZ do tracked funds hold?
Combined disclosed long exposure to IVZ across tracked superinvestors is $72M as of the Mar 2026 filings.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Mar 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.