Financials · owned by 1 fund manager
Who owns Invesco (IVZ)?
1 of the 22 fund managers we track hold Invesco, worth $43M combined as of Q2 2026. Nelson Peltz has the biggest bet at 1.0% of the portfolio.
Ownership summary
Fund manager owners
1 / 22
0 opened new positions
Combined value
$43M
At quarter-end prices
Biggest weight
1.0%
Nelson Peltz
Buyers / sellers
0 / 1
Changes in Q2 2026
Smart money take
Why it matters
When several investors with very different styles own the same company, it’s often worth a closer look. Invesco appears in 1 of our 22 portfolios.
- Largest holder: Nelson Peltz (1.0% of portfolio)
- 0 managers bought or added this quarter
- 1 manager trimmed or sold out
- 1 congressional trade disclosed recently (0 buys, 1 sells)
- Company insiders in Q3 2026: no open-market buys, sold $7M
This is not a recommendation. Do your own research.
Fund managers who own IVZ
SEC 13F · Q2 2026| Investor | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| Nelson Peltz Trian Fund Management | 1.01% | Trimmed | 1,625,472 | $43M |
Congressional trades in IVZAll politician trades
| Member | Type | Amount | Traded | Disclosed |
|---|---|---|---|---|
| R Kevin Hern House · OK | Sell | $15,001 – $50,000 | 17 Mar 2026 | 3 Apr 2026 |
Coming soon · QWERTx Pro
Professionally managed portfolios, built around your life.
We are building QWERTx Pro: portfolios matched to your risk profile and time horizon, managed by experienced financial advisors. Join the waitlist to hear first when it launches.
