Invesco Ltd. - Common Stock, par value $0.20 per share (IVZ)

Historical Holders from Q1 2014 to Q3 2025

Symbol: IVZ on NYSE
Type / Class: Equity / Common Stock, par value $0.20 per share
Shares outstanding: 443,339,881
All holders as of 30 Sep 2025: Q3 2025
Total 13F shares, excl. options: 391,191,189
Holdings value: $8,975,671,986
% of all portfolios: 0.004%
Number of holders: 549
Number of buys: 293
Number of sells: -225
Average buys %: +0%
Average sells %: -0%

Reported Shares, Excluding Options vs Price

Reported Value, Excluding Options

Total Investors

Significant Owners of Invesco Ltd. - Common Stock, par value $0.20 per share (IVZ)

Filer	Ownership	Change %	Holdings Value	Net Change	Nb Shares	Change %	Reporting Name	Report Period
BlackRock, Inc.	8.1%		$506,820,469		36,357,279		BlackRock, Inc.	31 Mar 2025
MILLENNIUM MANAGEMENT LLC	5.9%	+14%	$600,042,796	+$68,879,002	26,157,053	+13%	Millennium Management LLC	24 Oct 2025
TRIAN FUND MANAGEMENT, L.P.	4.62%		$288,209,612		20,675,008		Nelson Peltz	20 May 2025

Institutional Holders of Invesco Ltd. - Common Stock, par value $0.20 per share (IVZ)

Period	Reported Shares, Excl. Options	Value, Excl. Options	Change	Puts Notional Value	Calls Notional Value	Price	Investors
2025 Q3	391,191,189	$8,975,671,986	-$414,257,133	$48,380,066	$191,869,682	$22.94	549
2025 Q2	411,567,624	$6,491,474,181	+$132,439,407	$22,360,534	$45,452,249	$15.77	513
2025 Q1	404,058,705	$6,118,049,706	-$7,755,578	$21,149,504	$29,524,738	$15.17	511
2024 Q4	402,598,928	$7,035,801,089	+$218,710,150	$73,450,960	$32,990,004	$17.48	518
2024 Q3	388,653,886	$6,823,243,770	+$80,618,217	$81,978,940	$102,957,476	$17.56	483
2024 Q2	302,631,858	$4,527,841,421	-$6,997,210	$57,379,080	$36,393,192	$14.96	470
2024 Q1	302,525,768	$5,014,776,322	+$27,539,863	$90,007,386	$21,148,932	$16.59	487
2023 Q4	298,908,873	$5,330,882,059	-$80,104,294	$37,078,656	$36,930,584	$17.84	489
2023 Q3	303,551,133	$4,405,687,821	-$7,970,879	$31,021,980	$12,736,944	$14.52	481
2023 Q2	303,517,436	$5,102,176,063	-$169,807,317	$44,007,482	$18,358,773	$16.81	468
2023 Q1	313,068,024	$5,131,210,664	-$55,026,308	$21,060,920	$14,013,640	$16.4	504
2022 Q4	316,882,106	$5,703,989,568	-$85,591,156	$32,258,153	$22,908,156	$17.99	500
2022 Q3	322,045,700	$4,413,465,675	+$267,658,937	$25,871,000	$17,709,000	$13.7	477
2022 Q2	300,006,954	$4,837,598,363	-$32,735,271	$31,576,995	$11,736,791	$16.13	487
2022 Q1	303,400,516	$7,149,685,689	+$58,486,696	$57,894,000	$28,538,000	$23.06	503
2021 Q4	303,293,076	$7,121,939,642	+$164,194,613	$38,141,000	$28,521,938	$23.02	545
2021 Q3	296,057,921	$7,210,902,734	+$106,194,336	$38,111,549	$44,802,169	$24.11	540
2021 Q2	291,208,822	$7,754,109,118	-$15,422,968	$35,645,223	$43,597,816	$26.73	549
2021 Q1	290,977,379	$7,366,291,910	-$507,002,859	$31,984,222	$61,046,404	$25.22	517
2020 Q4	311,046,614	$5,421,291,254	-$283,821,261	$90,251,000	$139,005,000	$17.43	484
2020 Q3	328,177,385	$3,744,701,361	+$143,494,999	$23,758,000	$23,571,000	$11.41	438
2020 Q2	315,173,655	$3,390,285,301	+$158,839,530	$27,843,000	$25,573,000	$10.76	426
2020 Q1	302,722,315	$2,748,523,037	-$66,221,893	$21,009,000	$25,384,000	$9.08	472
2019 Q4	302,344,679	$5,436,290,978	-$13,200,230	$24,791,000	$51,184,000	$17.98	498
2019 Q3	303,771,758	$5,148,037,369	-$274,477,232	$32,233,000	$52,810,000	$16.94	491
2019 Q2	318,457,439	$6,513,533,033	+$264,645,056	$35,710,000	$158,016,418	$20.46	505
2019 Q1	307,361,663	$5,936,517,720	-$271,063,393	$37,585,000	$76,463,873	$19.31	494
2018 Q4	323,526,450	$5,414,227,364	-$198,814,086	$28,750,000	$32,731,000	$16.74	504
2018 Q3	330,603,817	$7,561,350,010	+$65,916,806	$54,717,000	$58,447,000	$22.88	548
2018 Q2	327,179,002	$8,687,451,908	-$111,778,554	$29,819,000	$32,147,000	$26.56	550
2018 Q1	329,892,967	$10,562,013,522	-$211,758,958	$26,058,000	$44,290,000	$32.01	582
2017 Q4	335,357,084	$12,252,226,833	+$82,126,018	$28,301,000	$49,142,708	$36.54	609
2017 Q3	333,304,010	$11,669,723,572	+$194,144,228	$30,266,000	$61,586,000	$35.04	539
2017 Q2	327,716,063	$11,526,289,419	+$132,432,974	$17,705,000	$68,396,000	$35.19	558
2017 Q1	326,813,231	$10,009,877,521	+$874,567,428	$12,938,000	$64,877,000	$30.63	536
2016 Q4	329,284,211	$9,991,483,140	+$326,178,794	$10,976,000	$62,572,000	$30.34	546
2016 Q3	319,571,841	$9,988,186,159	-$190,193,257	$20,876,000	$74,018,000	$31.27	498
2016 Q2	327,111,402	$8,354,396,436	-$241,622,629	$16,447,000	$54,977,000	$25.54	515
2016 Q1	335,544,093	$10,324,753,045	-$355,237,050	$8,825,000	$51,143,000	$30.77	500
2015 Q4	346,897,875	$11,612,858,069	-$46,036,944	$14,386,000	$43,669,000	$33.48	523
2015 Q3	347,885,075	$10,863,794,477	-$317,817,890	$7,931,000	$24,469,000	$31.23	527
2015 Q2	358,500,293	$13,440,299,390	-$124,447,334	$10,499,000	$43,279,000	$37.49	550
2015 Q1	361,985,223	$14,362,346,170	-$34,931,325	$4,497,000	$54,246,000	$39.69	534
2014 Q4	363,139,066	$14,347,163,359	+$71,604,108	$10,786,000	$25,563,000	$39.52	552
2014 Q3	363,744,480	$14,360,518,697	-$58,618,827	$10,895,000	$30,306,000	$39.48	502
2014 Q2	365,215,586	$13,786,696,298	-$377,432,045	$9,154,000	$39,112,000	$37.75	476
2014 Q1	373,314,611	$13,801,456,559	+$445,314,171	$7,119,000	$27,485,000	$37	460