Invesco Ownership

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

Recent Insider Transactions

NYSE:IVZ Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
13 Jun 24	SellUS$100,912,025	Trian Fund Management, L.P.	Company		6,614,516	US$15.63

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?
Owner Type	Number of Shares	Ownership Percentage
State or Government	558,186	0.124%
Individual Insiders	7,298,889	1.62%
Hedge Funds	23,173,442	5.16%
General Public	36,275,455	8.07%
Private Companies	81,387,016	18.1%
Institutions	300,746,964	66.9%

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

Top Shareholders

Top 25 shareholders own 76.28% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
18.1%	Massachusetts Mutual Life Insurance Company	81,387,016	US$1.4b	0%	no data
12.2%	BlackRock, Inc.	54,672,046	US$947.5m	0.85%	0.01%
11.4%	The Vanguard Group, Inc.	51,075,265	US$885.1m	2.4%	0.01%
5.16%	Trian Fund Management, L.P.	23,173,442	US$401.6m	-14.9%	7.56%
4.69%	State Street Global Advisors, Inc.	21,060,533	US$365.0m	0.72%	0.01%
4.41%	Dimensional Fund Advisors LP	19,830,411	US$343.7m	9.66%	0.05%
2.71%	Invesco Capital Management LLC	12,174,042	US$211.0m	6.12%	0.08%
2.28%	Geode Capital Management, LLC	10,248,480	US$177.6m	0.92%	0.01%
2.23%	Millennium Management LLC	10,028,026	US$173.8m	96.7%	0.14%
1.41%	AllianceBernstein L.P.	6,348,337	US$110.0m	8.96%	0.03%
1.3%	AQR Capital Management, LLC	5,850,794	US$101.4m	149%	0.13%
1.23%	Northern Trust Global Investments	5,526,882	US$95.8m	-2.99%	0.01%
1.01%	Fisher Asset Management, LLC	4,540,913	US$78.7m	1.96%	0.03%
0.96%	Charles Schwab Investment Management, Inc.	4,311,814	US$74.7m	1.08%	0.01%
0.96%	Martin Flanagan	4,297,271	US$74.5m	0%	no data
0.83%	Eaton Vance Management	3,711,404	US$64.3m	2.14%	0.01%
0.76%	Point72 Asset Management, L.P.	3,427,823	US$59.4m	-4.2%	0.15%
0.73%	Two Sigma Advisers, LP	3,302,500	US$57.2m	-3.51%	0.13%
0.68%	Voloridge Investment Management, LLC	3,071,476	US$53.2m	-11.8%	0.19%
0.66%	Goldman Sachs Asset Management, L.P.	2,977,304	US$51.6m	14.7%	0.01%
0.6%	Two Sigma Investments, LP	2,713,111	US$47.0m	24%	0.11%
0.55%	UBS Asset Management AG	2,471,784	US$42.8m	5.35%	no data
0.54%	BNY Asset Management	2,435,948	US$42.2m	0.42%	0.01%
0.47%	Norges Bank Investment Management	2,120,733	US$36.8m	0%	no data
0.46%	Deutsche Asset & Wealth Management	2,082,853	US$36.1m	85%	0.01%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/23 15:22
End of Day Share Price	2024/12/23 00:00
Earnings	2024/09/30
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. 10 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