Invesco shares owned by Trian Fund Management
Quarter-by-quarter ownership of Invesco (IVZ) shares owned by Trian Fund Management
from 13F filings
Historical chart of Trian Fund Management investment in Invesco
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Quarterly reported holdings in Invesco by Trian Fund Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $336M | 15M | 22.94 |
| 2025-06-30 | $231M | 15M | 15.77 |
| 2025-03-31 | $352M | 23M | 15.17 |
| 2024-12-31 | $405M | 23M | 17.48 |
| 2024-09-30 | $407M | 23M | 17.56 |
| 2024-06-30 | $407M | 27M | 14.96 |
| 2024-03-31 | $563M | 34M | 16.59 |
| 2023-12-31 | $606M | 34M | 17.84 |
| 2023-09-30 | $493M | 34M | 14.52 |
| 2023-06-30 | $571M | 34M | 16.81 |
| 2023-03-31 | $557M | 34M | 16.40 |
| 2022-12-31 | $1.0M | 56M | 0.02 |
| 2022-09-30 | $764M | 56M | 13.70 |
| 2022-06-30 | $899M | 56M | 16.13 |
| 2022-03-31 | $1.4B | 54M | 26.00 |
| 2021-12-31 | $1.2B | 46M | 26.00 |
| 2021-09-30 | $956M | 37M | 26.00 |
| 2021-06-30 | $956M | 37M | 26.00 |
| 2021-03-31 | $955M | 37M | 26.00 |
| 2020-12-31 | $640M | 37M | 17.43 |
| 2020-09-30 | $419M | 37M | 11.41 |
| 2020-06-30 | $237M | 22M | 10.76 |