Invesco Ltd. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 11/15/2024 | 81.33 M | $1,428.20 B | 100.00% | 17.88% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 54.67 M | $960.04 M | 100.00% | 12.02% |
| VANGUARD GROUP INC | 11/13/2024 | 51.08 M | $896.88 M | 2.40% | 11.23% |
| TRIAN FUND MANAGEMENT, L.P. | 11/13/2024 | 23.17 M | $406.93 M | -14.88% | 5.09% |
| STATE STREET CORP | 11/14/2024 | 21.06 M | $369.82 M | 0.72% | 4.63% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 19.83 M | $348.22 M | 9.66% | 4.36% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 10.25 M | $179.67 M | 0.92% | 2.25% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 10.03 M | $176.09 M | 96.74% | 2.20% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2024 | 6.35 M | $111.48 M | 8.96% | 1.40% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2024 | 5.88 M | $102.21 M | 148.75% | 1.29% |
| MORGAN STANLEY | 11/14/2024 | 5.47 M | $96.13 M | -6.47% | 1.20% |
| FISHER ASSET MANAGEMENT, LLC | 11/12/2024 | 4.54 M | $79.74 M | 1.96% | 1.00% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 4.38 M | $76.96 M | 37.83% | 0.96% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 4.31 M | $75.72 M | 1.08% | 0.95% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 3.57 M | $62.61 M | 398.43% | 0.78% |
| TWO SIGMA ADVISERS, LP | 11/14/2024 | 3.30 M | $57.99 M | -3.51% | 0.73% |
| POINT72 ASSET MANAGEMENT, L.P. | 11/14/2024 | 3.22 M | $56.46 M | -8.26% | 0.71% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 11/14/2024 | 3.07 M | $53.94 M | -11.83% | 0.68% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2024 | 2.71 M | $47.64 M | 24.02% | 0.60% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 2.50 M | $43.90 M | 0.43% | 0.55% |
| BARCLAYS PLC | 11/19/2024 | 2.36 M | $41.52 M | 1.50% | 0.52% |
| SWEDBANK AB | 10/11/2024 | 2.00 M | $35.12 M | -20.00% | 0.44% |
| LETKO, BROSSEAU & ASSOCIATES INC | 11/07/2024 | 1.63 M | $28.55 M | -0.84% | 0.36% |
| SQUAREPOINT OPS LLC | 11/14/2024 | 1.61 M | $28.24 M | 2.01% | 0.35% |
| UBS GROUP AG | 11/14/2024 | 1.56 M | $27.42 M | -20.03% | 0.34% |
| AZORA CAPITAL LP | 11/14/2024 | 1.55 M | $27.29 M | 100.00% | 0.34% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 1.50 M | $26.31 M | -35.63% | 0.33% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 1.37 M | $23.97 M | -4.30% | 0.30% |
| MACQUARIE GROUP LTD | 11/14/2024 | 1.31 M | $22.92 M | 3.67% | 0.29% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 1.26 M | $22.20 M | -1.22% | 0.28% |
| AMUNDI | 11/13/2024 | 1.18 M | $20.50 M | -56.73% | 0.26% |
| JPMORGAN CHASE & CO | 12/26/2024 | 1.10 M | $19.27 M | 0.74% | 0.24% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 1.02 M | $17.92 M | 2.06% | 0.22% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2024 | 932,819 | $16.38 M | -39.91% | 0.21% |
| PZENA INVESTMENT MANAGEMENT LLC | 11/08/2024 | 886,851 | $15.57 M | 0.00% | 0.20% |
| MAN GROUP PLC | 11/14/2024 | 726,404 | $12.76 M | 358.45% | 0.16% |
| CERITY PARTNERS LLC | 11/12/2024 | 722,263 | $12.68 M | 35.76% | 0.16% |
| RHUMBLINE ADVISERS | 11/12/2024 | 672,781 | $11.81 M | -3.35% | 0.15% |
| WEALTHCARE CAPITAL MANAGEMENT LLC | 11/04/2024 | 663,545 | $11.65 M | 100.00% | 0.15% |
| TREXQUANT INVESTMENT LP | 11/12/2024 | 659,745 | $11.59 M | 756.86% | 0.15% |
| BANK OF NOVA SCOTIA | 11/13/2024 | 658,678 | $11.57 M | 233.26% | 0.14% |
| SWISS NATIONAL BANK | 11/07/2024 | 658,600 | $11.57 M | -0.69% | 0.14% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 646,434 | $11.35 M | 5.94% | 0.14% |
| NATIXIS | 11/13/2024 | 645,460 | $11.33 M | 23.17% | 0.14% |
| CHANNING CAPITAL MANAGEMENT, LLC | 11/13/2024 | 630,480 | $11.07 M | 0.40% | 0.14% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 11/13/2024 | 629,218 | $11.05 M | 4.56% | 0.14% |
| ALLIANZ ASSET MANAGEMENT GMBH | 11/13/2024 | 626,048 | $10.99 M | 75.90% | 0.14% |
| AE WEALTH MANAGEMENT LLC | 11/14/2024 | 606,179 | $10.64 M | -1.70% | 0.13% |
| CITADEL ADVISORS LLC | 11/14/2024 | 563,489 | $9.89 M | -55.33% | 0.12% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 554,300 | $9.73 M | -18.75% | 0.12% |
Invesco Ltd.institutional Ownership - FAQ's
During the previous two years, 752 institutional investors and hedge funds held shares of Invesco Ltd.. The most heavily invested institutionals were:
WRIGHT INVESTORS SERVICE INC: 0
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC: 0
MASSACHUSETTS MUTUAL LIFE INSURANCE CO: 81.33 M
BlackRock Funding, Inc. /DE: 54.67 M
VANGUARD GROUP INC: 51.08 M
TRIAN FUND MANAGEMENT, L.P.: 23.17 M
84.89% of Invesco Ltd. stock is owned by institutional investors.
Institutional investors have bought a total of 504.02 M shares in the last 24 months. This purchase volume represents approximately $8.36 B in transactions.