Loading... Please wait... Loading... Please wait...
| Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 05/10/2024 | BLACKROCK INC. | 54.35 M | $901.65 M | 17.39% | 11.95% |
| 05/10/2024 | VANGUARD GROUP INC | 51.46 M | $853.70 M | 0.01% | 11.31% |
| 05/15/2024 | TRIAN FUND MANAGEMENT, L.P. | 33.94 M | $563.07 M | 0.00% | 7.46% |
| 05/15/2024 | STATE STREET CORP | 21.86 M | $362.59 M | 3.57% | 4.81% |
| 05/10/2024 | DIMENSIONAL FUND ADVISORS LP | 14.74 M | $244.46 M | 6.79% | 3.24% |
| 05/13/2024 | GEODE CAPITAL MANAGEMENT, LLC | 9.95 M | $164.85 M | 2.03% | 2.19% |
| 05/15/2024 | MORGAN STANLEY | 6.12 M | $101.60 M | 23.67% | 1.35% |
| 05/14/2024 | NORTHERN TRUST CORP | 5.07 M | $84.04 M | -10.85% | 1.11% |
| 05/09/2024 | FISHER ASSET MANAGEMENT, LLC | 4.17 M | $69.23 M | 6.41% | 0.92% |
| 05/09/2024 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4.13 M | $68.60 M | 2.48% | 0.91% |
| 05/15/2024 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 3.11 M | $51.62 M | 356.47% | 0.68% |
| 05/15/2024 | TWO SIGMA ADVISERS, LP | 3.08 M | $51.11 M | 105.50% | 0.68% |
| 05/15/2024 | GOLDMAN SACHS GROUP INC | 2.80 M | $46.53 M | -15.54% | 0.62% |
| 05/15/2024 | SWEDBANK AB | 2.50 M | $41.48 M | 100.00% | 0.55% |
| 05/14/2024 | ALLIANCEBERNSTEIN L.P. | 2.48 M | $41.20 M | 332.81% | 0.55% |
| 04/25/2024 | BANK OF NEW YORK MELLON CORP | 2.46 M | $40.80 M | -5.06% | 0.54% |
| 05/15/2024 | AMUNDI | 2.35 M | $35.95 M | 39.50% | 0.52% |
| 05/15/2024 | MILLENNIUM MANAGEMENT LLC | 2.35 M | $38.90 M | -12.40% | 0.52% |
| 05/15/2024 | TWO SIGMA INVESTMENTS, LP | 2.30 M | $38.19 M | 69.87% | 0.51% |
| 05/15/2024 | BANK OF AMERICA CORP /DE/ | 2.14 M | $35.49 M | 210.58% | 0.47% |
| 05/15/2024 | BARCLAYS PLC | 2.05 M | $34.04 M | -20.10% | 0.45% |
| 05/15/2024 | AQR CAPITAL MANAGEMENT LLC | 1.99 M | $32.96 M | 3.69% | 0.44% |
| 05/07/2024 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.93 M | $32.06 M | 1,220.08% | 0.42% |
| 05/14/2024 | AMERICAN CENTURY COMPANIES INC | 1.73 M | $28.77 M | 8.99% | 0.38% |
| 05/08/2024 | LETKO, BROSSEAU & ASSOCIATES INC | 1.65 M | $27.45 M | -0.89% | 0.36% |
| 05/15/2024 | HSBC HOLDINGS PLC | 1.56 M | $25.84 M | 67.62% | 0.34% |
| 05/15/2024 | PRICE T ROWE ASSOCIATES INC /MD/ | 1.50 M | $24.84 M | 4.05% | 0.33% |
| 05/13/2024 | UBS GROUP AG | 1.39 M | $23.13 M | -17.53% | 0.31% |
| 05/14/2024 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.32 M | $21.93 M | -48.06% | 0.29% |
| 05/15/2024 | TUDOR INVESTMENT CORP ET AL | 1.21 M | $20.02 M | 6,861.63% | 0.27% |
| 05/03/2024 | PZENA INVESTMENT MANAGEMENT LLC | 1.11 M | $18.49 M | -0.53% | 0.25% |
| 05/14/2024 | MACQUARIE GROUP LTD | 1.10 M | $18.32 M | 25,581.07% | 0.24% |
| 05/15/2024 | DEUTSCHE BANK AG\ | 1.09 M | $18.15 M | -0.37% | 0.24% |
| 05/13/2024 | NUVEEN ASSET MANAGEMENT, LLC | 1.09 M | $18.04 M | -0.32% | 0.24% |
| 05/09/2024 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 1.08 M | $17.91 M | 0.45% | 0.24% |
| 05/13/2024 | FIRST TRUST ADVISORS LP | 1.02 M | $16.89 M | -14.28% | 0.22% |
| 05/15/2024 | CITADEL ADVISORS LLC | 1.01 M | $16.76 M | -81.14% | 0.22% |
| 05/10/2024 | JPMORGAN CHASE & CO | 1.01 M | $16.74 M | -6.51% | 0.22% |
| 05/15/2024 | MILLENNIUM MANAGEMENT LLC | 1.00 M | $16.59 M | -1.49% | 0.22% |
| 05/15/2024 | D. E. SHAW & CO., INC. | 985,979 | $16.36 M | 63.85% | 0.22% |
| 05/14/2024 | QUBE RESEARCH & TECHNOLOGIES LTD | 978,238 | $16.23 M | 100.00% | 0.22% |
| 05/15/2024 | ROYAL BANK OF CANADA | 972,915 | $16.14 M | -4.42% | 0.21% |
| 05/13/2024 | RENAISSANCE TECHNOLOGIES LLC | 897,100 | $14.88 M | 590.61% | 0.20% |
| 05/15/2024 | SQUAREPOINT OPS LLC | 870,414 | $14.44 M | -54.64% | 0.19% |
| 05/01/2024 | BNP PARIBAS ARBITRAGE, SNC | 826,929 | $13.72 M | 40.35% | 0.18% |
| 05/15/2024 | AXA S.A. | 750,920 | $12.46 M | -39.16% | 0.17% |
| 05/09/2024 | RHUMBLINE ADVISERS | 702,200 | $11.65 M | -5.85% | 0.15% |
| 07/01/2024 | LEGAL & GENERAL GROUP PLC | 698,617 | $11.59 M | 4.67% | 0.15% |
| 05/13/2024 | OSSIAM | 680,157 | $11.28 M | 2,712.89% | 0.15% |
| 05/07/2024 | SWISS NATIONAL BANK | 665,700 | $11.04 M | 0.39% | 0.15% |
A. During the previous two years, 809 institutional investors and hedge funds held shares of Invesco Ltd.. The most heavily invested institutionals were:
BlackRock Inc.: 54.35 M
VANGUARD GROUP INC: 51.46 M
TRIAN FUND MANAGEMENT, L.P.: 33.94 M
STATE STREET CORP: 21.86 M
DIMENSIONAL FUND ADVISORS LP: 14.74 M
GEODE CAPITAL MANAGEMENT, LLC: 9.95 M
A. 65.83% of Invesco Ltd. stock is owned by institutional investors.
A. Institutional investors have bought a total of 472.57 M shares in the last 24 months. This purchase volume represents approximately $7.11 B in transactions.
