40.64
BATS BZX Real-Time Price
As of 3:18pm ET
 +0.30 / +0.74%
Today’s Change
34.00
Today|||52-Week Range
41.51
+2.83%
Year-to-Date
Institutional investors purchased a net $1.5 million shares of IVZ during the quarter ended December 2014 and now own 85.99% 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 holders43.51%
Other institutional42.48%
Individual stakeholders1.94%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

12/31/2014VICTORY CAPITAL MANAGEMENT, INC.  Bought 3.8 Million shares of Invesco Ltd
12/31/2014JPMORGAN INVESTMENT MANAGEMENT, ...  Bought 3.5 Million shares of Invesco Ltd
12/31/2014MILLENNIUM MANAGEMENT LLC  Bought 2.6 Million shares of Invesco Ltd

Top 10 Owners of Invesco Ltd

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
The Vanguard Group, Inc.5.57%24,015,054882,072,933+1,016,256+4.42%
JPMorgan Investment Management, I...5.52%23,797,946874,098,557+3,498,891+17.24%
SSgA Funds Management, Inc.4.60%19,826,591728,230,687+720,718+3.77%
T. Rowe Price Associates, Inc.4.41%18,976,385697,002,621-10,128,894-34.80%
Fidelity Management & Research Co...4.08%17,595,292646,275,075-3,225,410-15.49%
BlackRock Fund Advisors4.07%17,552,977644,720,845+651,019+3.85%
UBS Financial Services, Inc.1.84%7,904,218290,321,927+1,628,349+25.95%
Columbia Management Investment Ad...1.64%7,052,117259,024,257+1,574,939+28.75%
Neuberger Berman LLC1.58%6,813,336250,253,831-519,354-7.08%
The Bank of New York Mellon Corp....1.42%6,134,695225,327,347-83,457-1.34%

Top 10 Mutual Funds Holding Invesco Ltd

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Vanguard Total Stock Market Index...1.72%7,407,545272,079,128+166,634+2.30%
T Rowe Price Blue Chip Growth Fun...1.14%4,894,500179,774,985-620,400-11.25%
Vanguard 500 Index Fund1.10%4,747,866174,389,118+74,457+1.59%
Vanguard Institutional Index Fund1.04%4,469,038164,147,766+63,200+1.43%
SPDR S&P 500 ETF1.03%4,431,123162,755,148-630,960-12.46%
JPMorgan Mid Cap Value Fund0.91%3,935,302144,543,64200.00%
JPMorgan US Large Cap Core Plus F...0.76%3,279,696120,463,234+183,240+5.92%
Goldman Sachs Mid Cap Value Fund0.76%3,254,133119,524,305-712,967-17.97%
Government Pension Fund - Global ...0.73%3,150,321115,711,290-390,589-11.03%
Munder Mid Cap Core Growth Fund0.69%2,981,500109,510,495-143,700-4.60%

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