Institutional shares held 302 Million
5.86M calls
4.67M puts
Total value of holdings $5.22B
$101M calls
$80.6M puts
Market Cap $7.92B
454,800,000 Shares Out.
Institutional ownership 66.51%
# of Institutions 546


Latest Institutional Activity in IVZ

Top Purchases

Q3 2024
Millennium Management LLC Shares Held: 10M ($175M)
Q3 2024
Aqr Capital Management LLC Shares Held: 5.88M ($102M)
Q3 2024
Dimensional Fund Advisors LP Shares Held: 19.8M ($345M)
Q3 2024
Azora Capital LP Shares Held: 1.55M ($27.1M)
Q3 2024
Goldman Sachs Group Inc Shares Held: 4.38M ($76.3M)

Top Sells

Q3 2024
Trian Fund Management, L.P. Shares Held: 23.2M ($403M)
Q3 2024
Amundi Shares Held: 1.18M ($20.6M)
Q3 2024
American Century Companies Inc Shares Held: 224K ($3.9M)
Q3 2024
Marshall Wace, LLP Shares Held: 38.4K ($668K)
Q3 2024
Jane Street Group, LLC Shares Held: 48.1K ($838K)

About IVZ

Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equity and fixed income portfolios. The firm also launches equity, fixed income, commodity, multi-asset, and balanced mutual funds for its clients. It launches equity, fixed income, multi-asset, and balanced exchange-traded funds. The firm also launches and manages private funds. It invests in the public equity and fixed income markets across the globe. The firm also invests in alternative markets, such as commodities and currencies. For the equity portion of its portfolio, it invests in growth and value stocks of large-cap, mid-cap, and small-cap companies. For the fixed income portion of its portfolio, the firm invests in convertibles, government bonds, municipal bonds, treasury securities, and cash. It also invests in short term and intermediate term bonds, investment grade and high yield bonds, taxable and tax-free bonds, senior secured loans, and structured securities such as asset-backed securities, mortgage-backed securities, and commercial mortgage-backed securities. The firm employs absolute return, global macro, and long/short strategies. It employs quantitative analysis to make its investments. The firm was formerly known as Invesco Plc, AMVESCAP plc, Amvesco plc, Invesco PLC, Invesco MIM, and H. Lotery & Co. Ltd. Invesco Ltd. was founded in December 1935 and is based in Atlanta, Georgia with an additional office in Hamilton, Bermuda.


Insider Transactions at IVZ

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
453K Shares
From 16 Insiders
Grant, award, or other acquisition 331K shares
Exercise of conversion of derivative security 121K shares
Sell / Disposition
225K Shares
From 9 Insiders
Payment of exercise price or tax liability 194K shares
Bona fide gift 30.7K shares

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