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Joel Greenblatt's Invesco Ltd. (IVZ) position

Yes: as of Q1 2026, Joel Greenblatt holds 13K shares of IVZ worth $306K (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
$306K
Shares held
13K
% of portfolio
0.0%
Est. average buy price (i)
$14.54
Quarter-end price
$23.79

Estimated trade prices

Average price in quarters with purchases
$20.76
Average prices in quarters with sales
  • Q4 2022: $17.10 (122K shares sold)
  • Q3 2022: $16.86 (28K shares sold)
  • Q1 2022: $22.18 (88K shares sold)
  • Q3 2021: $25.01 (67K shares sold)
  • Q2 2021: $27.25 (16K shares sold)

IVZ price vs Greenblatt's position

1Y 3Y 5Y MAX
Dates
$10$15$20$25$3020222023202420252026Sold 67K shares (30.2%) · Q3 2021. Average closing price $25.01 · Price range $23.42–$26.9567KsharessoldAdded 73K shares (47.1%) · Q4 2021. Average closing price $24.34 · Price range $21.76–$26.5373KsharespurchasedSold 88K shares (38.9%) · Q1 2022. Average closing price $22.18 · Price range $18.64–$24.8988KsharessoldAdded 62K shares (44.9%) · Q2 2022. Average closing price $18.92 · Price range $15.93–$23.3162KsharespurchasedSold 28K shares (13.7%) · Q3 2022. Average closing price $16.86 · Price range $13.70–$19.0728KsharessoldSold 122K shares (70.3%) · Q4 2022. Average closing price $17.10 · Price range $13.87–$19.77122KsharessoldAdded 23K shares (43.9%) · Q1 2023. Average closing price $17.84 · Price range $15.04–$20.2123KsharespurchasedNew position of 13K shares · Q2 2025. Average closing price $14.36 · Price range $12.14–$15.7713KsharespurchasedAdded 229 shares (1.8%) · Q3 2025. Average closing price $20.76 · Price range $16.17–$23.00229sharespurchasedAdded 61 shares (0.5%) · Q4 2025. Average closing price $24.43 · Price range $22.44–$27.3961sharespurchasedAdded 22 shares (0.2%) · Q1 2026. Average closing price $26.16 · Price range $22.90–$29.4622sharespurchased← Earlier —1 sell
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 Added +22 +$575 +0.2% 13K May 15, 2026
Q4 2025 Added +61 +$1K +0.5% 13K Feb 17, 2026
Q3 2025 Added +229 +$5K +1.8% 13K Nov 14, 2025
Q2 2025 New +13K +$180K – 13K Aug 14, 2025
Q1 2023 Added +23K +$404K +43.9% 74K May 15, 2023
Q4 2022 Reduced −122K −$2.1M −70.3% 52K Feb 14, 2023
Q3 2022 Reduced −28K −$466K −13.7% 174K Nov 14, 2022
Q2 2022 Added +62K +$1.2M +44.9% 201K Aug 15, 2022
Q1 2022 Reduced −88K −$2.0M −38.9% 139K May 16, 2022
Q4 2021 Added +73K +$1.8M +47.1% 227K Feb 14, 2022
Q3 2021 Reduced −67K −$1.7M −30.2% 154K Nov 15, 2021
Q2 2021 Reduced −16K −$426K −6.6% 221K Aug 16, 2021
Q1 2021 First covered – – – 237K May 17, 2021
Data through Q1 2026 · filed May 15, 2026
13 grouped rows from 13 quarters

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Common questions

Does Joel Greenblatt own IVZ?

Yes. As of Q1 2026, Joel Greenblatt disclosed 13K shares of IVZ, worth $306K. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Joel Greenblatt buy IVZ?

Joel Greenblatt 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 Joel Greenblatt sell IVZ?

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

How many shares of IVZ does Joel Greenblatt own?

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

What price did Joel Greenblatt pay for IVZ?

Joel Greenblatt's estimated average buy price for IVZ is $14.54, from quarter-average prices weighted by the shares added each quarter. 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.