Invesco Ltd.
IVZLast close · Oct 16, 202628.20−0.60 (−2.08%)
Market cap$12.5B
Of the 85 managers this site tracks, 2 held Invesco (IVZ) at the end of Q2 2026, their latest 13Fs. The largest position by value was Nelson Peltz's, $42.9M; Robert Olstein's ($5.3M) follows. 1 Schedule 13D/13G filing is on record; the latest is Nelson Peltz's SCHEDULE 13D/A, filed May 22, 2025, reporting 4.6% of the class.
Superinvestors holding IVZ
| Manager | Firm | Quarter | Shares | Value |
|---|---|---|---|---|
| Nelson Peltz | Trian Fund Management, L.P. | Q2 2026 | 2M | $42.9M |
| Robert Olstein | Olstein Capital Management, L.P. | Q1 2026 | 217,000 | $5.3M |
Beneficial-ownership filings
| Schedule | Filer | Shares | % of class | Filed |
|---|---|---|---|---|
| 13D | Nelson Peltz | 21M | 4.62% | 2025-05-22 |
13D/13G are SEC beneficial-ownership disclosures, triggered only above 5%; a 13F is a quarterly snapshot filed up to 45 days after quarter end. Superinvestor names link to their full portfolios under Investors.