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Invesco Ltd (NYSE:IVZ)

32.79
Delayed Data
As of Dec 09
 -0.37 / -1.12%
Today’s Change
23.02
Today|||52-Week Range
33.78
-2.06%
Year-to-Date
Institutional investors purchased a net $9.3 million shares of IVZ during the quarter ended September 2016 and now own 82.39% of the total shares outstanding. This majority interest is a greater percentage than is typical for companies in the Investment Managers industry and highlights that the smart money sees this stock as an important holding.
Mutual fund holders43.75%
Other institutional38.64%
Individual stakeholders2.06%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

9/30/2016THE VANGUARD GROUP, INC.  Bought 6.5 Million shares of Invesco Ltd
9/30/2016MORGAN STANLEY SMITH BARNEY LLC ...  Bought 2.1 Million shares of Invesco Ltd
9/30/2016PIONEER INVESTMENT MANAGEMENT, I...  Bought 1.9 Million shares of Invesco Ltd

Top 10 Owners of Invesco Ltd

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
The Vanguard Group, Inc.9.28%37,909,9541,064,890,608+6,533,888+20.82%
Wellington Management Co. LLP4.73%19,327,635542,913,267-1,029,352-5.06%
BlackRock Fund Advisors4.52%18,480,413519,114,801-143,453-0.77%
UBS Financial Services, Inc.4.10%16,766,203470,962,642+1,056,676+6.73%
SSgA Funds Management, Inc.3.17%12,939,749363,477,549-4,133,014-24.21%
Capital Research & Management Co....3.06%12,480,300350,571,627+1,418,300+12.82%
JPMorgan Investment Management, I...2.49%10,187,376286,163,392+1,127,175+12.44%
Columbia Management Investment Ad...1.68%6,841,738192,184,420-301,579-4.22%
The Bank of New York Mellon Corp....1.51%6,162,384173,101,367+475,845+8.37%
BlackRock Advisors LLC1.46%5,977,522167,908,593-268,099-4.29%

Top 10 Mutual Funds Holding Invesco Ltd

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Vanguard Mid Cap Index Fund2.28%9,315,564261,674,193+7,863+0.08%
Vanguard Total Stock Market Index...2.09%8,522,451239,395,649+85,947+1.02%
Vanguard 500 Index Fund1.41%5,740,045161,237,864+63,389+1.12%
JPMorgan Mid Cap Value Fund1.30%5,310,581149,174,220+1,075,201+25.39%
Vanguard Institutional Index Fund1.11%4,512,509126,756,378-22,751-0.50%
SPDR S&P 500 ETF1.07%4,377,218122,956,054+12,508+0.29%
BlackRock Equity Dividend Fund1.07%4,370,024122,753,974-739,690-14.48%
American Funds Washington Mutual ...1.00%4,106,800115,360,01200.00%
American Funds American Mutual Fu...0.92%3,761,300105,654,91700.00%
Janus Perkins Mid Cap Value Fund0.78%3,167,12588,964,541+12,348+0.39%