Current position

Nelson Peltz’s Invesco Ltd (IVZ) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Trian Fund ManagementVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ2 2020Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares55.76MHighest verified quarter-end share count
Quarters reported23Verified quarters with shares above zero
What happened?

Trian Fund Management first reported Invesco Ltd in Q2 2020. The reported position was increased and reduced across later filings. Trian Fund Management currently reports 1.63M shares. The latest verified filing showed: Sold 45.3% of the position.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
Sold 45.3% of the position−1.35M shares · 1.63M shares remained
Filing context

Quarter-end price $26.39 · Estimated holding basis $14.52

Q4 2025
Sold 79.7% of the position−11.66M shares · 2.97M shares remained
Filing context

Quarter-end price $26.27 · Estimated holding basis $14.52

Q2 2025
Sold 36.9% of the position−8.54M shares · 14.63M shares remained
Filing context

Quarter-end price $15.77 · Estimated holding basis $14.52

Q3 2024
Sold 14.9% of the position−4.05M shares · 23.17M shares remained
Filing context

Quarter-end price $17.56 · Estimated holding basis $14.52

Q2 2024
Sold 19.8% of the position−6.72M shares · 27.22M shares remained
Filing context

Quarter-end price $14.96 · Estimated holding basis $14.52

Q2 2022
Bought 3.2% more+1.72M shares · 55.76M shares reported after the change
Filing context

Quarter-end price $16.13 · Estimated holding basis $15.82

9 unchanged quarters are collapsed by default.

Portfolio importance

How important is Invesco Ltd in Trian Fund Management’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight1.0%Q2 2026
Current rank#7of 8 reported positions
Peak portfolio weight23.5%Q1 2022
Best historical rank#2Q1 2022
At peak importanceQ1 2022
IVZ
23.5%
Largest holding
26.1%
Cross-investor discovery

Who else owns Invesco Ltd?

Also reported by 1 other tracked investor in their latest verified filings.

Joel GreenblattGotham Asset Management
IVZ0.0% of reported portfolio
Explore Invesco Ltd across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$30.532026-09-18

Market context only; not an investor transaction price.

Latest filing quarter-end price$26.39Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$14.52Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-12
Open SEC filing ↗

This tracker follows Trian Fund Management, L.P.’s Form 13F disclosures—not Nelson Peltz’s personal brokerage account. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.