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Jeremy Grantham's Invesco Ltd. (IVZ) position

Yes: as of Q1 2026, Jeremy Grantham holds 101K shares of IVZ worth $2.4M (0.0% of the disclosed portfolio). Held since at least Q1 2021; that opening coverage snapshot is not counted as a purchase.
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Current value
$2.4M
Shares held
101K
% of portfolio
0.0%
Est. average buy price (i)
$20.63
est. since Q1 2021
Quarter-end price
$23.79

Estimated trade prices

Average price in quarters with purchases
$20.87
Average prices in quarters with sales
  • Q1 2026: $26.16 (169K shares sold)
  • Q3 2025: $20.76 (92K shares sold)
  • Q2 2025: $14.36 (117K shares sold)
  • Q2 2024: $15.38 (242K shares sold)
  • Q4 2023: $14.43 (673K shares sold)
  • Q2 2023: $16.09 (53K shares sold)
  • Q1 2023: $17.84 (345K shares sold)
  • Q4 2021: $24.34 (81K shares sold)
  • Q3 2021: $25.01 (202 shares sold)

IVZ price vs Grantham's position

1Y 3Y 5Y MAX
Dates
$7$20$4020192020202120222023202420252026Added 228K shares (26.6%) · Q2 2021. Average closing price $27.25 · Price range $25.69–$29.33228KsharespurchasedSold 202 shares (under 0.1%) · Q3 2021. Average closing price $25.01 · Price range $23.42–$26.95202sharessoldSold 81K shares (7.5%) · Q4 2021. Average closing price $24.34 · Price range $21.76–$26.5381KsharessoldAdded 156K shares (15.6%) · Q1 2022. Average closing price $22.18 · Price range $18.64–$24.89156KsharespurchasedAdded 157K shares (13.6%) · Q2 2022. Average closing price $18.92 · Price range $15.93–$23.31157KsharespurchasedAdded 40K shares (3.1%) · Q3 2022. Average closing price $16.86 · Price range $13.70–$19.0740KsharespurchasedAdded 21K shares (1.6%) · Q4 2022. Average closing price $17.10 · Price range $13.87–$19.7721KsharespurchasedSold 345K shares (25.0%) · Q1 2023. Average closing price $17.84 · Price range $15.04–$20.21345KsharessoldSold 53K shares (5.1%) · Q2 2023. Average closing price $16.09 · Price range $14.38–$17.4753KsharessoldAdded 62K shares (6.3%) · Q3 2023. Average closing price $16.10 · Price range $14.09–$18.4062KsharespurchasedSold 673K shares (64.5%) · Q4 2023. Average closing price $14.43 · Price range $12.52–$18.07673KsharessoldAdded 65K shares (17.6%) · Q1 2024. Average closing price $16.14 · Price range $15.09–$18.2265KsharespurchasedSold 242K shares (55.5%) · Q2 2024. Average closing price $15.38 · Price range $14.17–$16.94242KsharessoldAdded 2K shares (1.2%) · Q3 2024. Average closing price $16.42 · Price range $14.85–$17.742KsharespurchasedAdded 7K shares (3.3%) · Q4 2024. Average closing price $17.81 · Price range $16.78–$18.637KsharespurchasedAdded 198K shares (97.7%) · Q1 2025. Average closing price $17.07 · Price range $14.82–$19.34198KsharespurchasedSold 117K shares (29.3%) · Q2 2025. Average closing price $14.36 · Price range $12.14–$15.77117KsharessoldSold 92K shares (32.4%) · Q3 2025. Average closing price $20.76 · Price range $16.17–$23.0092KsharessoldAdded 78K shares (40.6%) · Q4 2025. Average closing price $24.43 · Price range $22.44–$27.3978KsharespurchasedSold 169K shares (62.7%) · Q1 2026. Average closing price $26.16 · Price range $22.90–$29.46169Ksharessold
Average closing price · filing quarter
$26.16
Price range · filing quarter
$22.90 – $29.46
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Every quarterly change

Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Q1 2026 Reduced −169K −$4.4M −62.7% 101K May 14, 2026
Q4 2025 Added +78K +$1.9M +40.6% 270K Feb 17, 2026
Q3 2025 Reduced −92K −$1.9M −32.4% 192K Nov 13, 2025
Q2 2025 Reduced −117K −$1.7M −29.3% 284K Aug 13, 2025
Q1 2025 Added +198K +$3.4M +97.7% 402K May 14, 2025
Q4 2024 Added +7K +$117K +3.3% 203K Feb 13, 2025
Q3 2024 Added +2K +$39K +1.2% 197K Nov 13, 2024
Q2 2024 Reduced −242K −$3.7M −55.5% 194K Aug 13, 2024
Q1 2024 Added +65K +$1.1M +17.6% 436K May 14, 2024
Q4 2023 Reduced −673K −$9.7M −64.5% 371K Feb 13, 2024
Q3 2023 Added +62K +$997K +6.3% 1.0M Nov 13, 2023
Q2 2023 Reduced −53K −$857K −5.1% 982K Aug 14, 2023
Q1 2023 Reduced −345K −$6.2M −25.0% 1.0M May 12, 2023
Q4 2022 Added +21K +$362K +1.6% 1.4M Feb 13, 2023
Q3 2022 Added +40K +$683K +3.1% 1.4M Nov 10, 2022
Q2 2022 Added +157K +$3.0M +13.6% 1.3M Aug 12, 2022
Q1 2022 Added +156K +$3.5M +15.6% 1.2M May 13, 2022
Q4 2021 Reduced −81K −$2.0M −7.5% 1.0M Feb 11, 2022
Q3 2021 Reduced −202 −$5K 0.0% 1.1M Nov 12, 2021
Q2 2021 Added +228K +$6.2M +26.6% 1.1M Aug 12, 2021
Q1 2021 First covered – – – 858K May 13, 2021
Data through Q1 2026 · filed May 14, 2026
21 grouped rows from 21 quarters

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Common questions

Does Jeremy Grantham own IVZ?

Yes. As of Q1 2026, Jeremy Grantham disclosed 101K shares of IVZ, worth $2.4M. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Jeremy Grantham buy IVZ?

Jeremy Grantham held IVZ since at least Q1 2021, when this filing coverage begins; the opening snapshot is not a disclosed purchase. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did Jeremy Grantham sell IVZ?

The quarter-by-quarter table above shows each sale and reduction Jeremy Grantham disclosed in IVZ. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of IVZ does Jeremy Grantham own?

Jeremy Grantham disclosed 101K shares of IVZ as of Q1 2026. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Jeremy Grantham pay for IVZ?

Jeremy Grantham began building the IVZ position before our 13F history starts, so an exact average buy price cannot be estimated without understating it. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How are the estimated trade prices calculated?

13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.