TRIAN FUND MANAGEMENT, L.P. IVZ — Invesco Ltd.

Ownership history in TRIAN FUND MANAGEMENT, L.P.  ·  22 quarters on record

AI Ownership Summary

TRIAN FUND MANAGEMENT, L.P. reported Invesco Ltd. (IVZ) in 22 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 10.46% in 2024 Q3. The latest visible filing shows IVZ at 1.96% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IVZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TRIAN FUND MANAGEMENT, L.P.'s position in Invesco Ltd., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IVZ was reported at 1.96% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
10.46% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IVZ stock page TRIAN FUND MANAGEMENT, L.P. fund profile TRIAN FUND MANAGEMENT, L.P. full holdings
How TRIAN FUND MANAGEMENT, L.P. held IVZ — position size vs. price
% of Fund (quarterly)    IVZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 79.7% -6.8% ✅ 2,970,944 -11,657,511 -79.7% 1.96% $78.0M 2026-02-14 (Est.) $26.52
2025 Q3 UNCHANGED — — — 14,628,455 — 0% 8.17% $335.6M 2025-11-14 $23.33
2025 Q2 REDUCED 36.9% +47.3% ❌ 14,628,455 -8,544,987 -36.9% 6.08% $230.7M 2025-08-14 $20.98
2025 Q1 UNCHANGED — — — 23,173,442 — 0% 9.41% $351.5M 2025-05-15 $14.92
2024 Q4 UNCHANGED — — — 23,173,442 — 0% 10.44% $405.1M 2025-02-14 $17.77
2024 Q3 REDUCED 14.9% +0.7% ❌ 23,173,442 -4,050,292 -14.9% 10.46% $406.9M 2024-11-13 $16.57
2024 Q2 REDUCED 19.8% +18.8% ❌ 27,223,734 -6,716,362 -19.8% 9.93% $407.3M 2024-08-14 $15.29
2024 Q1 UNCHANGED — — — 33,940,096 — 0% 7.02% $563.1M 2024-05-15 $15.13
2023 Q4 UNCHANGED — — — 33,940,096 — 0% 8.64% $605.5M 2024-02-14 $13.97
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IVZ

As of 2026 Q1 — sorted by position size

Parrish Capital LLC 1.41% VISTA INVESTMENT PARTNERS II, LLC 1.3% Poehling Capital Management, INC. 3Y 7Y 1.29% VISTA INVESTMENT PARTNERS LLC 1.2% Olstein Capital Management, L.P. 3Y 7Y 1.15% Live Oak Private Wealth LLC 3Y 1.15% WEALTHCARE CAPITAL MANAGEMENT LLC 3Y 7Y 1.13% Northstar Advisory Group, LLC 3Y 0.65% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 0.55% Friedenthal Financial 3Y 7Y 0.54%

FAQ About TRIAN FUND MANAGEMENT, L.P. and IVZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has TRIAN FUND MANAGEMENT, L.P. reported owning IVZ?

TRIAN FUND MANAGEMENT, L.P. reported IVZ across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IVZ position in TRIAN FUND MANAGEMENT, L.P.'s portfolio?

The largest reported portfolio weight for IVZ was 10.46% in 2024 Q3.

What is the latest reported IVZ position on this page?

The most recent filing on this page is 2025 Q4, when TRIAN FUND MANAGEMENT, L.P. reported 2,970,944 shares, equal to 1.96% of portfolio, with an estimated market value of $78.0M.

What does the chart on this IVZ ownership page compare?

The chart compares TRIAN FUND MANAGEMENT, L.P.'s quarterly IVZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did TRIAN FUND MANAGEMENT, L.P. time their IVZ position?

Based on 13F filing dates vs. subsequent IVZ price moves, TRIAN FUND MANAGEMENT, L.P. correctly timed 4 out of 10 reported position changes (40%). The annualised alpha on IVZ relative to SPY over the holding period was +0.3%.

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