Invesco Ltd (NYSE:IVZ)

27.63
Delayed Data
As of 4:06pm ET
 +0.60 / +2.22%
Today’s Change
26.37
Today|||52-Week Range
38.43
-24.38%
Year-to-Date
Institutional investors purchased a net $7.1 million shares of IVZ during the quarter ended March 2018 and now own 81.71% 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 holders47.59%
Other institutional34.12%
Individual stakeholders2.22%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

3/31/2018BLACKROCK FUND ADVISORS  Bought 5.9 Million shares of Invesco Ltd
3/31/2018AMERICAN CENTURY INVESTMENT MANA...  Bought 2.0 Million shares of Invesco Ltd
3/31/2018AMERIPRISE FINANCIAL SERVICES, I...  Bought 1.8 Million shares of Invesco Ltd

Top 10 Owners of Invesco Ltd

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
The Vanguard Group, Inc.10.18%41,821,4921,142,563,161+321,657+0.78%
BlackRock Fund Advisors6.35%26,084,455712,627,311+5,886,978+29.15%
UBS Financial Services, Inc.4.53%18,615,538508,576,498-836,764-4.30%
SSgA Funds Management, Inc.4.49%18,452,117504,111,836-667,776-3.49%
Capital Research & Management Co....3.56%14,636,836399,878,360-191,200-1.29%
American Century Investment Manag...2.83%11,640,548318,019,771+1,988,111+20.60%
JPMorgan Investment Management, I...2.45%10,067,564275,045,848-215,805-2.10%
Kiltearn Partners LLP1.74%7,127,910194,734,501+1,178,700+19.81%
The Bank of New York Mellon Corp....1.70%6,975,249190,563,803+445,769+6.83%
Wellington Management Co. LLP1.50%6,141,910167,796,981-93,063-1.49%

Top 10 Mutual Funds Holding Invesco Ltd

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Vanguard Total Stock Market Index...2.47%10,136,144276,919,454+120,799+1.21%
Vanguard Mid Cap Index Fund2.38%9,794,407267,583,199+35,076+0.36%
Vanguard 500 Index Fund1.77%7,256,693198,252,853+42,128+0.58%
American Funds Washington Mutual ...1.56%6,409,300175,102,07600.00%
iShares Select Dividend ETF1.47%6,047,008165,204,259+55,668+0.93%
American Century Mid Cap Value Fu...1.25%5,114,405139,725,545+682,264+15.39%
JPMorgan Mid Cap Value Fund1.14%4,698,194128,354,660-801,500-14.57%
SPDR S&P 500 ETF1.12%4,602,496125,740,191-31,178-0.67%
American Funds American Mutual Fu...1.01%4,157,800113,591,09600.00%
Vanguard Institutional Index Fund0.96%3,955,503108,064,342-21,194-0.53%