1 tracked superinvestor hold Invesco Ltd. (IVZ), worth $43M combined, led by Nelson Peltz. Smart money is trimming IVZ as of the latest 13F filings.
Current price
$33.07
+54.3%
1Y
Invesco Ltd. engages in the investment management business. Its products include mutual funds, unit trusts, exchange-traded funds, closed-end funds, and retirement plans. The company was founded in December 1935 and is headquartered in Atlanta, GA.
Market cap
$11.5B
P/E
-17.61
Div yield
2.6%
Revenue YoY
5.1%
Analyst target
$33
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
$43M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
-1
0 buying · 1 selling
Smart money is net reducing IVZ: 1 funds trimmed versus 0 adding.
Invesco Ltd. (IVZ) is held by 1 tracked funds worth $43M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Nelson Peltz at 1.1% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
No tracked fund opened a new position this quarter; 0 added and 1 trimmed, a net reduction.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Trimmed | 1.1% | $43M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
3 insiders filed SEC Form 144 for $7M of proposed sales in the last 90 days. A 144 is filed before the trade — see who else is selling.
| Insider | Role | Shares | Value | Filed |
|---|---|---|---|---|
| Lo Andrew Tak Shing | Officer | 100,840 | $3M | 2026-09-09 |
| Butcher Stephanie | Officer | 45,095 | $1M | 2026-09-09 |
| Lo Andrew Tak Shing | Officer | 42,530 | $1M | 2026-09-08 |
| Dukes Laura Allison | Officer | 31,075 | $1M | 2026-09-08 |
Which superinvestors own IVZ?
1 tracked funds hold Invesco Ltd. (IVZ), the largest being Nelson Peltz (Trian Partners) at 1.1% 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 1 trimmed it.
How much IVZ do tracked funds hold?
Combined disclosed long exposure to IVZ across tracked superinvestors is $43M as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 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.