IVZ (Invesco) Stock Analysis - Hedge Fund Holdings

Invesco (IVZ) is a publicly traded Financial Services sector company. As of May 20, 2026, IVZ trades at $26.93 with a market cap of $12.14B and a P/E ratio of -18.36. IVZ moved +1.91% today. Year to date, IVZ is -1.74%; over the trailing twelve months it is +72.67%. Its 52-week range spans $11.60 to $29.61. Analyst consensus is buy with an average price target of $28.39. Rallies surfaces IVZ's financials, insider trades, hedge fund holdings, congressional trades, analyst ratings, and AI-generated research below.

Who owns IVZ stock?

Hedge funds tracked by Rallies that own IVZ include Trian Fund, Bridgewater Associates, Maverick Capital, and Panagora Asset. The latest tracked quarter is Mar 31, 2026. Rallies shows current holdings, share counts, position changes, and 13F ownership context for Invesco.

IVZ Key Metrics

Key financial metrics for IVZ
MetricValue
Price$26.93
Market Cap$12.14B
P/E Ratio-18.36
EPS$-1.47
Dividend Yield0.21%
52-Week High$29.61
52-Week Low$11.60
Volume2.16M
Avg Volume0
Revenue (TTM)$6.59B
Net Income$-223.00M
Gross Margin0.00%

Top Hedge Funds Holding IVZ

  • Trian Fund holds 2.97M shares of IVZ, changed +0.00% as of Mar 31, 2026.
  • Bridgewater Associates holds 28.02K shares of IVZ, changed -39.71% as of Dec 31, 2025.
  • Maverick Capital holds 12.56K shares of IVZ, changed +0.00% as of Mar 31, 2024.
  • Panagora Asset holds 10.17K shares of IVZ, changed -1.43% as of Mar 31, 2026.

Latest IVZ News

Recent IVZ Insider Trades

  • Sharp Douglas J sold 160.00K (~$3.77M) on Oct 31, 2025.
  • Butcher Stephanie sold 103.19K (~$2.28M) on Sep 10, 2025.

IVZ Analyst Consensus

10 analysts cover IVZ: 0 strong buy, 3 buy, 7 hold, 0 sell, 0 strong sell. Consensus rating is buy. Average price target: $28.39.

Common questions about IVZ

Who owns IVZ stock?
Hedge funds tracked by Rallies that own IVZ include Trian Fund, Bridgewater Associates, Maverick Capital, and Panagora Asset. The latest tracked quarter is Mar 31, 2026. Rallies shows current holdings, share counts, position changes, and 13F ownership context for Invesco.
Does Rallies show 13F holders for IVZ?
Yes. Rallies tracks hedge fund and 13F ownership data for IVZ, including fund names, share counts, latest tracked quarter, and position changes when available.
Is IVZ research on Rallies investment advice?
No. Rallies provides research, data, and educational context for IVZ. It does not provide personalized investment advice.
IVZ

Invesco