Share ownership Invesco Ltd.

IVZ

BMG491BT1088

Investment Management & Fund Operators

Market Closed - Nyse Other stock markets 16:00:02 2025-01-17 EST			5-day change	1st Jan Change
17.20 ^USD	+1.96%		+5.13%	-1.60%

01-17	Barclays Adjusts Invesco Price Target to $18 From $19, Maintains Equal Weight Rating	MT
01-17	Worker shortages may define the 2025 economy: Mike Dolan	RE

Major shareholders: Invesco Ltd.

Name	Equities	%	Valuation
Massachusetts Mutual Life Insurance Co. 18.10 %	81,332,339	18.10 %	1 422 M $
Massachusetts Mutual Life Insurance Co. (Investment Portfolio) 18.10 %	81,332,319	18.10 %	1 422 M $
Vanguard Fiduciary Trust Co. 11.36 %	51,075,265	11.36 %	893 M $
BlackRock Advisors LLC 10.44 %	46,907,583	10.44 %	820 M $
Trian Fund Management GP LLC 5.156 %	23,173,442	5.156 %	405 M $
State Street Corp. 4.686 %	21,060,533	4.686 %	368 M $
DFA Australia Ltd. 4.221 %	18,969,996	4.221 %	332 M $
Geode Capital Management LLC 2.280 %	10,248,480	2.280 %	179 M $
Millennium Management LLC 2.231 %	10,028,026	2.231 %	175 M $
AllianceBernstein LP 1.412 %	6,348,337	1.412 %	111 M $
░░░░░░░░░░░░░░░░░░░░░░░░░░░░	░ ░░░	░░░░%	░░
░░░░░░░░░░░░░░░░░░░	░ ░░░	░░░░%	░░
░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░	░ ░░░	░░░░%	░░
░░░░░░░░░░░░░░░░░░░░░░░░░	░ ░░░	░░░░%	░░
░░░░░░░░░░░░░░░░░░░░░░░░░░	░ ░░░	░░░░%	░░
░░░░░░░░░░░░░░░░░░	░ ░░░	░░░░%	░░
░░░░░░░░░░░░░░░░░░░░░░░░░░	░ ░░░	░░░░%	░░
░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░	░ ░░░	░░░░%	░░
░░░░░░░░░░░░░░░░░░░░░░░░░░	░ ░░░	░░░░%	░░
░░░░░░░░░░░░░░░░░░░░░░░░░░░░	░ ░░░	░░░░%	░░
░░░░░░░░░░░░░░░░░░░░░░░░	░ ░░░	░░░░%	░░
░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░	░ ░░░	░░░░%	░░
░░░░░░░░░░░░░░░░░░░░░░░░░░░░░	░ ░░░	░░░░%	░░
░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░░	░ ░░░	░░░░%	░░
░░░░░░░░░░░░░░░░░░░░░░░░░░░░	░ ░░░	░░░░%	░░

Breakdown by shareholder type

Institutional	69.59%
Other	28.56%
State Street Corp.	4.69%
Individuals	1.68%
Swedbank AB	0.44%
Governments	0.15%
The Bank of Nova Scotia	0.15%
Schweizerische Nationalbank	0.15%
Nomura Holdings, Inc.	0.09%
SEI Investments Co.	0.08%
Manulife Financial Corp.	0.07%
American Financial Group, Inc.	0.05%
Banco Bilbao Vizcaya Argentaria SA	0.03%
Corebridge Financial, Inc.	0.02%
Rathbones Group Plc	0.01%

Based on 1000 largest holdings

Geographical origin of shareholders

United States	92.09%
Australia	4.39%
United Kingdom	4.17%
Individuals	1.68%
Canada	0.87%
France	0.55%
Norway	0.52%
Sweden	0.46%
Switzerland	0.27%
Ireland	0.25%
Japan	0.21%
Germany	0.07%
Netherlands	0.06%
Spain	0.05%
Hong Kong	0.02%
Czech Republic	0.02%
Austria	0.02%
Denmark	0.01%
United Arab Emirates	0.01%
China	0.01%
Belgium	0.01%
South Korea	0.01%
Cayman Islands	0.01%

Based on 1000 largest holdings

Invesco Ltd. is one of the world's leading asset management companies. The group also provides investment consulting services. The activity is organized primarily around 4 areas: - management and sales of mutual investment funds; - management of corporate assets; - management of personal funds; - management of exchange-traded funds. At the end of 2023, Invesco Ltd. managed USD 1,585.3 billion in assets. Net sales are distributed geographically as follows: Americas (76.6%), Europe/Middle East/Africa (18.8%) and Asia/Pacific (4.6%).

Employees

8,524

Sector

Investment Management & Fund Operators

Calendar

2025-01-28 - Q4 2024 Earnings Release

More about the company