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TRIAN FUND MANAGEMENT, L.P.: IVZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TRIAN FUND MANAGEMENT, L.P. on IVZ, newest first. How the timeline and the estimate are built.

TRIAN FUND MANAGEMENT, L.P. held 1,625,472 IVZ shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,625,472 shares
    Change vs previous 13F -1,345,472 shares

    1.01% of the 13F portfolio, value $42,896,206.

    13F-HR 0001345471-26-000035 filed by TRIAN FUND MANAGEMENT, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,970,944 shares
    Change vs previous 13F 0 shares

    1.87% of the 13F portfolio, value $72,164,230.

    13F-HR 0001345471-26-000026 filed by TRIAN FUND MANAGEMENT, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,970,944 shares
    Change vs previous 13F -11,657,511 shares

    1.96% of the 13F portfolio, value $78,046,699.

    13F-HR 0001345471-26-000015 filed by TRIAN FUND MANAGEMENT, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 14,628,455 shares
    Change vs previous 13F 0 shares

    8.17% of the 13F portfolio, value $335,576,758.

    13F-HR 0001345471-25-000051 filed by TRIAN FUND MANAGEMENT, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 14,628,455 shares
    Change vs previous 13F -8,544,987 shares

    6.08% of the 13F portfolio, value $230,690,735.

    13F-HR 0001345471-25-000028 filed by TRIAN FUND MANAGEMENT, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 23,173,442 shares
    Change vs previous 13F 0 shares

    9.41% of the 13F portfolio, value $351,541,115.

    13F-HR 0001345471-25-000018 filed by TRIAN FUND MANAGEMENT, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 23,173,442 shares
    Change vs previous 13F 0 shares

    10.44% of the 13F portfolio, value $405,071,766.

    13F-HR 0001345471-25-000009 filed by TRIAN FUND MANAGEMENT, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 23,173,442 shares
    Change vs previous 13F not available

    10.46% of the 13F portfolio, value $406,925,642.

    13F-HR 0001345471-24-000040 filed by TRIAN FUND MANAGEMENT, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).