Who owns IVZ? 13F holders and whale ownership
IVZ is tracked across public portfolios in Whale Analyzer. This page answers who owns IVZ, which top funds are buying IVZ, aggregate disclosed value, and recent position changes based on public data. Nelson Peltz is the largest reported holder at $72M; the top five funds control 100.0% of reported ownership. Top tracked holders include Nelson Peltz.
Continue to the live IVZ dashboardTop holders
| Investor | Reported value | Shares | Change |
|---|---|---|---|
| Nelson Peltz 13F portfolio Trian Fund Management holdings | $72.2M | 3.0M | Held |
Ownership concentration
Reported ownership of IVZ is highly concentrated across tracked institutions.
- Single largest holder: 100.0% of reported ownership
- Top 5 holders: 100.0%
- Top 10 holders: 100.0%
Whale activity this quarter
Across 1 tracked institutions, 1 held. Net positioning is stable.
- Nelson Peltz — Trian Fund Management ($72.2M) (→ 0.0% qoq shares)
Sector positioning — Financials
IVZ sits within the Financials sector alongside 84 other tracked names. Compare whale ownership across peers:
How to use this page
Values are reported public positions from tracked 13F filers and disclosures — not real-time ownership totals. Open the live IVZ dashboard for price charts and cross-investor scans, or read the SEC 13F guide.
Related stock holder pages
- JHG whale holders — Janus Henderson Group plc
- GE whale holders — GE Aerospace
- SOLV whale holders — Solventum Corporation
- FERG whale holders — Ferguson Plc New
- WEN whale holders — Wendys Co.
- MICC whale holders — Magnum Ice Cream Co NV
- GEHC whale holders — GE HealthCare Technologies Inc.
Learn more in Whale Analyzer Academy
Deepen your read on IVZ with these Whale Analyzer Academy guides:
Frequently asked questions
Who owns IVZ stock?
Whale Analyzer tracks 1 public institutional holders of IVZ with a combined reported value of $72.2M. See the holder table above for the largest tracked positions.
Which top funds are buying IVZ?
Tracked institutions were stable last quarter — 1 held. Check the "Change" column: "New" = fresh position, "Increased" = added, "Reduced" = trimmed.
How concentrated is IVZ ownership?
The top five tracked holders report 100.0% of aggregate ownership.
What does 13F ownership mean for IVZ?
Use the interactive IVZ dashboard on Whale Analyzer for real-time holder analysis, or read our 13F Alpha Signals Guide.