TRIAN FUND MANAGEMENT, L.P.
Holdings in IVZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $78,046,698 | 2,970,944 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $335,576,757 | 14,628,455 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $230,690,735 | 14,628,455 | Shares | Defined | 2025-08-14 |
| 2025-03-31 | $351,541,115 | 23,173,442 | Shares | Defined | 2025-05-15 |
| 2024-12-31 | $405,071,766 | 23,173,442 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $406,925,641 | 23,173,442 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $407,267,060 | 27,223,734 | Shares | Defined | 2024-08-14 |
| 2024-03-31 | $563,066,192 | 33,940,096 | Shares | Defined | 2024-05-15 |
| 2023-12-31 | $605,491,312 | 33,940,096 | Shares | Defined | 2024-02-14 |
| 2023-09-30 | $492,810,193 | 33,940,096 | Shares | Defined | 2023-11-14 |
| 2023-06-30 | $570,533,013 | 33,940,096 | Shares | Defined | 2023-08-15 |
| 2023-03-31 | $556,617,574 | 33,940,096 | Shares | Defined | 2023-05-15 |
| 2022-12-31 | $1,003,097,825 | 55,758,634 | Shares | Defined | 2023-02-15 |
| 2022-09-30 | $763,893,285 | 55,758,634 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $899,386,766 | 55,758,634 | Shares | Defined | 2022-08-12 |
| 2022-03-31 | $1,246,024,824 | 54,034,034 | Shares | Defined | 2022-05-13 |
| 2021-12-31 | $1,046,808,234 | 45,473,859 | Shares | Defined | 2022-02-11 |
| 2021-09-30 | $886,181,735 | 36,755,775 | Shares | Defined | 2021-11-12 |
| 2021-06-30 | $982,481,865 | 36,755,775 | Shares | Defined | 2021-08-13 |
| 2021-03-31 | $926,621,613 | 36,741,539 | Shares | Defined | 2021-05-14 |
| 2020-12-31 | $640,366,748 | 36,739,343 | Shares | Defined | 2021-02-12 |
| 2020-09-30 | $419,195,903 | 36,739,343 | Shares | Defined | 2020-11-16 |
| 2020-06-30 | $237,010,423 | 22,026,991 | Shares | Defined | 2020-10-02 |