# Invesco (IVZ): value investors who own it | moatshark

1 value investor held Invesco in their Q3 2026 13F, led by Trian Fund Management. See who bought, sold and how ownership has changed by quarter.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Trian Fund Management | 1.0% | $42.9m | Trimmed -45% | 25 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-09-11 | WOOD PHOEBE A | Director | Sold | 3000 | $97k |
| 2026-09-09 | Lo Andrew Tak Shing | Senior Managing Director | Sold | 100840 | $3.2m |
| 2026-09-09 | Butcher Stephanie | Senior Managing Director | Sold | 45095 | $1.5m |
| 2026-09-08 | Lo Andrew Tak Shing | Senior Managing Director | Sold | 42530 | $1.4m |
| 2026-09-04 | DUKES LAURA ALLISON | Chief Financial Officer | Sold | 31075 | $1.0m |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/ivz). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.