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Invesco Ltd (NYSE:IVZ)

30.52
Delayed Data
As of Jan 20
 +0.35 / +1.16%
Today’s Change
23.02
Today|||52-Week Range
33.34
+0.59%
Year-to-Date
Institutional investors purchased a net $4.3 million shares of IVZ during the quarter ended September 2016 and now own 83.30% 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 holders44.81%
Other institutional38.55%
Individual stakeholders2.15%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

12/31/2016DALTON, GREINER, HARTMAN, MAHER ...  Bought 70.4 Thousand shares of Invesco Ltd
12/31/2016DANSKE BANK A/S (INVT MGMT)  Bought 52.0 Thousand shares of Invesco Ltd
11/30/2016TCW INVESTMENT MANAGEMENT CO.  Bought 43.9 Thousand 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%37,909,9541,150,188,004+6,533,888+20.82%
Wellington Management Co. LLP4.73%19,327,635586,400,446-1,029,352-5.06%
BlackRock Fund Advisors4.52%18,480,413560,695,730-143,453-0.77%
SSgA Funds Management, Inc.4.24%17,339,440526,078,610+266,677+1.56%
UBS Financial Services, Inc.4.10%16,766,203508,686,599+1,056,676+6.73%
Capital Research & Management Co....3.06%12,480,300378,652,302+1,418,300+12.82%
JPMorgan Investment Management, I...2.49%10,187,376309,084,988+1,127,175+12.44%
Columbia Management Investment Ad...1.68%6,841,738207,578,331-301,579-4.22%
The Bank of New York Mellon Corp....1.51%6,162,384186,966,731+475,845+8.37%
BlackRock Advisors LLC1.46%5,977,522181,358,017-268,099-4.29%

Top 10 Mutual Funds Holding Invesco Ltd

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Vanguard Mid Cap Index Fund2.30%9,412,954285,589,024+97,390+1.05%
Vanguard Total Stock Market Index...2.12%8,646,561262,336,661+124,110+1.46%
Vanguard 500 Index Fund1.43%5,827,113176,794,608+87,068+1.52%
JPMorgan Mid Cap Value Fund1.33%5,421,681164,493,802+111,100+2.09%
Vanguard Institutional Index Fund1.11%4,528,509137,394,963+16,000+0.35%
SPDR S&P 500 ETF1.11%4,527,213137,355,642+11,850+0.26%
BlackRock Equity Dividend Fund1.06%4,312,024130,826,808-58,000-1.33%
American Funds Washington Mutual ...1.00%4,106,800124,600,31200.00%
American Funds American Mutual Fu...0.92%3,761,300114,117,84200.00%
Janus Perkins Mid Cap Value Fund0.78%3,167,12596,090,573+12,348+0.39%