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

CUSIP: G491BT108

Q1 2023 13F Holders as of 31 Mar 2023

Holder snapshot 7 signals
Share change
-3,018,909
Put/Call ratio
150%
SEC-reported price per share
$16.40
Number of holders
504
Value change
-$55,026,308
Number of buys
255
Open additional details 1 more signal available
Number of sells
210
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
438,917,949

Security key

G491BT108

Report period

Q1 2023

Institutions

504

Top holders

10

Ownership snapshot

Top reported holders of IVZ - Invesco Ltd. - Common Stock, par value $0.20 per share (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
TRIAN FUND MANAGEMENT, L.P.
Disclosed value leader
TRIAN FUND MANAGEMENT, L.P.
Comparable rows
15/15
Latest evidence
31 Dec 2022
13F 3/4/5 Lead comparable stake: 13% Showing 1-6 of 15 holder rows.

Quick read

TRIAN FUND MANAGEMENT, L.P. leads the comparable SEC ownership view at 13%.

15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens TRIAN FUND MANAGEMENT, L.P.'s linked filing trail.
Comparable ownership Top 5
TRIAN FUND MANAGEMENT, L.P. 13%
VANGUARD GROUP INC 12%
BlackRock Finance, Inc. 10%
STATE STREET CORP 5.8%
GEODE CAPITAL MANAGEMENT, LLC 2.1%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
TRIAN FUND MANAGEMENT, L.P.
13F 3/4/5
Company · 10%+ Owner
13%
$1,003,097,826
55,758,634 shares
31 Dec 2022
VANGUARD GROUP INC
13F
Company
13F
12%
$947,176,431
52,650,163 shares
31 Dec 2022
BlackRock Finance, Inc.
13F
Company
13F
10%
$813,581,017
45,224,070 shares
31 Dec 2022
STATE STREET CORP
13F
Company
13F
5.8%
$456,473,457
25,373,733 shares
31 Dec 2022
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
13F
2.1%
$165,323,000
9,204,556 shares
31 Dec 2022
DIMENSIONAL FUND ADVISORS LP
13F
Company
13F
2.1%
$162,659,000
9,041,422 shares
31 Dec 2022
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q1 2023

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
504
Shares
313,068,024
Rows available
504
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q1 2023 vs Q1 2023 Across Filers

Q1 2023 holders
504
Q1 2023 holders
504
Holder diff
0
Investor Q1 2023 Shares Q1 2023 Shares Share Diff Share Chg % Q1 2023 value Q1 2023 value Value change Value Chg %
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