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Invesco Ltd (NYSE:IVZ)

29.87
Delayed Data
As of May 23
 +0.33 / +1.12%
Today’s Change
24.90
Today|||52-Week Range
40.52
-10.78%
Year-to-Date
Institutional investors purchased a net $8.2 million shares of IVZ during the quarter ended March 2016 and now own 84.86% 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 holders43.25%
Other institutional41.61%
Individual stakeholders2.13%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

3/31/2016COLUMBIA MANAGEMENT INVESTMENT A...  Bought 5.8 Million shares of Invesco Ltd
3/31/2016THE VANGUARD GROUP, INC.  Bought 3.5 Million shares of Invesco Ltd
3/31/2016CAPITAL RESEARCH & MANAGEMENT CO...  Bought 3.3 Million shares of Invesco Ltd

Top 10 Owners of Invesco Ltd

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
The Vanguard Group, Inc.7.44%31,056,077963,048,948+3,458,979+12.53%
BlackRock Fund Advisors4.43%18,481,845573,122,013-670,407-3.50%
Wellington Management Co. LLP4.23%17,653,438547,433,112-228,596-1.28%
SSgA Funds Management, Inc.4.19%17,469,359541,724,823+120,361+0.69%
UBS Financial Services, Inc.3.36%14,020,224434,767,146+1,736,463+14.14%
Columbia Management Investment Ad...3.12%13,022,117403,815,848+5,762,802+79.38%
JPMorgan Investment Management, I...3.12%13,004,173403,259,405-1,311,601-9.16%
Fidelity Management & Research Co...3.03%12,635,277391,819,940-1,855,539-12.80%
Capital Research & Management Co....2.53%10,558,300327,412,883+3,345,000+46.37%
The Bank of New York Mellon Corp....1.38%5,737,346177,915,099+110,072+1.96%

Top 10 Mutual Funds Holding Invesco Ltd

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Vanguard Total Stock Market Index...1.94%8,109,339251,470,602+7,385+0.09%
Vanguard 500 Index Fund1.26%5,273,003163,515,823+28,321+0.54%
Vanguard Institutional Index Fund1.10%4,607,706142,884,963+4,601+0.10%
Vanguard Mid Cap Index Fund1.09%4,530,271140,483,704+6,048+0.13%
SPDR S&P 500 ETF1.01%4,230,315131,182,068-56,806-1.33%
BlackRock Equity Dividend Fund0.99%4,123,294127,863,347+408,284+10.99%
JPMorgan Mid Cap Value Fund0.94%3,935,302122,033,71500.00%
RidgeWorth Mid Cap Value Equity F...0.72%3,000,00093,030,000+50,000+1.69%
Victory Munder Mid Cap Core Growt...0.70%2,926,00090,735,26000.00%
SPDR Series - Financial Select Se...0.56%2,349,67472,863,391-19,038-0.80%