SC Filed 2023-01-25 Event — SEC 0001345471-23-000026 →

TRIAN FUND MANAGEMENT, L.P. → Invesco Ltd. IVZ

Stake: — Shares: —

Composite Decision Signal · PASS (LOW BASE-RATE EDGE) Conviction Score: 20/100

Passive Schedule 13G filer baseline
Held by 1 tracked 13F institutional manager
Moderate short days-to-cover (3.8 DTC)

Item 4 — Purpose of Transaction

Not extracted from this filing — typically because it's an amendment (13D/A) and Item 4 is unchanged from the parent filing. Read the raw SEC filing →

Cross-References

Insider Activity (last 365d)

2 transactions

0 buys · 2 sales · 0 awards/exercises

Issuer Cluster

5 13D/G filings on this issuer

4 other filings besides this one

Filer Track Record

26 filings by this filer

25 other filings in the data moat

Short Interest · settle 2026-10-15

DTC 3.80

16,400,988 shares short · +1.8% vs prior

Institutional Consensus · 2025-12-31

Held by elite portfolio managers

1 holder · $53.24M

Point72 Asset Mgmt

Form 4 Insider Transactions · last 365d

Date	Insider	Role	Type	Shares	Price	Value
2026-09-11	WOOD PHOEBE A	director	Sale	3,000	$32.44	$97K
2026-09-09	Butcher Stephanie	officer	Sale	45,095	$32.28	$1.46M

Other 13D/G Filings on Invesco Ltd.

Filed	Form	Filer	Stake	Shares
2023-06-02	SC	TRIAN FUND MANAGEMENT, L.P.	—	—	view →
2022-04-01	SC	TRIAN FUND MANAGEMENT, L.P.	—	—	view →
2022-02-01	SC	TRIAN FUND MANAGEMENT, L.P.	—	—	view →
2020-11-16	SC	MASSACHUSETTS MUTUAL LIFE INSURANCE CO	—	—	view →

Other Filings by TRIAN FUND MANAGEMENT, L.P.

Filed	Form	Issuer	Stake	Shares
2026-10-28	SCHEDULE 13D/A	The Wendy's Company	—	30,946,510	view →
2026-06-30	SCHEDULE 13D/A	JANUS HENDERSON GROUP PLC	—	0	view →
2026-06-18	SCHEDULE 13D/A	JANUS HENDERSON GROUP PLC	16.65%	25,654,382	view →
2026-05-14	SCHEDULE 13D/A	JANUS HENDERSON GROUP PLC	—	25,654,382	view →
2023-06-02	SC	Invesco Ltd. IVZ	—	—	view →
2022-05-24	SC	Wendy's Co WEN	—	—	view →
2022-04-01	SC	Invesco Ltd. IVZ	—	—	view →
2022-03-31	SC	JANUS HENDERSON GROUP PLC JHG	—	—	view →
2022-02-01	SC	JANUS HENDERSON GROUP PLC JHG	—	—	view →
2022-02-01	SC	Invesco Ltd. IVZ	—	—	view →
2022-01-06	SC	JANUS HENDERSON GROUP PLC JHG	—	—	view →
2021-12-13	SC	JANUS HENDERSON GROUP PLC JHG	—	—	view →
2021-11-16	SC	JANUS HENDERSON GROUP PLC JHG	—	—	view →
2021-10-04	SC	JANUS HENDERSON GROUP PLC JHG	—	—	view →
2021-07-19	SC	JANUS HENDERSON GROUP PLC JHG	—	—	view →
2021-05-19	SC	JANUS HENDERSON GROUP PLC JHG	—	—	view →
2021-05-12	SC	JANUS HENDERSON GROUP PLC JHG	—	—	view →
2020-08-12	SC	nVent Electric plc NVT	—	—	view →
2020-07-02	SC	nVent Electric plc NVT	—	—	view →
2019-05-17	SC	nVent Electric plc NVT	—	—	view →

Showing 20 of 25

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