Invesco Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

BMV:IVZ N Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
13 Jun 24	SellMex$1,871,090,594	Trian Fund Management, L.P.	Company		6,614,516	Mex$289.89

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of IVZ N?
Owner Type	Number of Shares	Ownership Percentage
State or Government	393,711	0.0875%
Individual Insiders	7,410,880	1.65%
Hedge Funds	27,223,734	6.05%
General Public	41,582,591	9.24%
Private Companies	81,387,016	18.1%
Institutions	292,034,494	64.9%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 74.27% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
18.1%	Massachusetts Mutual Life Insurance Company	81,387,016	Mex$25.9b	0%	no data
12.1%	BlackRock, Inc.	54,209,554	Mex$17.2b	-0.26%	0.01%
11.1%	The Vanguard Group, Inc.	49,878,289	Mex$15.8b	-3.07%	0.01%
6.05%	Trian Fund Management, L.P.	27,223,734	Mex$8.6b	-19.8%	7.7%
4.65%	State Street Global Advisors, Inc.	20,909,125	Mex$6.6b	-4.33%	0.01%
4.02%	Dimensional Fund Advisors LP	18,084,231	Mex$5.7b	22.7%	0.05%
2.55%	Invesco Capital Management LLC	11,466,695	Mex$3.6b	-5.97%	0.08%
2.26%	Geode Capital Management, LLC	10,155,354	Mex$3.2b	2.06%	0.01%
1.29%	AllianceBernstein L.P.	5,826,426	Mex$1.9b	135%	0.03%
1.27%	Northern Trust Global Investments	5,697,017	Mex$1.8b	12.5%	0.01%
1.13%	Millennium Management LLC	5,097,194	Mex$1.6b	117%	0.07%
0.99%	Fisher Asset Management, LLC	4,453,508	Mex$1.4b	6.73%	0.03%
0.95%	Martin Flanagan	4,297,271	Mex$1.4b	0%	no data
0.95%	Charles Schwab Investment Management, Inc.	4,265,923	Mex$1.4b	3.17%	0.01%
0.81%	Eaton Vance Management	3,633,692	Mex$1.2b	7.68%	0.01%
0.8%	Point72 Asset Management, L.P.	3,578,214	Mex$1.1b	243%	0.14%
0.77%	Voloridge Investment Management, LLC	3,483,588	Mex$1.1b	12%	0.2%
0.76%	Two Sigma Advisers, LP	3,422,800	Mex$1.1b	11.1%	0.12%
0.62%	Amundi Asset Management SAS	2,773,470	Mex$881.0m	16.5%	0.01%
0.58%	Goldman Sachs Asset Management, L.P.	2,595,359	Mex$824.4m	8.54%	0.01%
0.56%	Swedbank Robur Fonder AB	2,500,000	Mex$794.2m	0%	0.03%
0.54%	BNY Asset Management	2,425,675	Mex$770.5m	1.34%	0.01%
0.52%	AQR Capital Management, LLC	2,353,286	Mex$747.5m	18.7%	0.05%
0.52%	UBS Asset Management AG	2,346,297	Mex$745.3m	14.7%	no data
0.49%	Two Sigma Investments, LP	2,187,628	Mex$694.9m	-4.96%	0.08%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/09/18 17:26
End of Day Share Price	2024/06/21 00:00
Earnings	2024/06/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Invesco Ltd. is covered by 33 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Stephen Biggar	Argus Research Company
Benjamin Budish	Barclays
Roger Freeman	Barclays