Quick Takeaways
- TRIAN FUND MANAGEMENT, L.P. filed SCHEDULE 13D/A for INVESCO LTD Common Stock par value $0.20 per share (IVZ).
- Disclosed ownership: 4.6%.
- Date of event: 20 May 2025.
TRIAN FUND MANAGEMENT, L.P. - 20 May 2025 SCHEDULE 13D/A Report for INVESCO LTD Common Stock par value $0.20 per share (IVZ)
- Filing Manager
- TRIAN FUND MANAGEMENT, L.P.
- Reporting Manager
- Nelson Peltz
- Symbol
- IVZ
- Shares outstanding
- 447,510,996 shares
- Disclosed Ownership
- 20,675,008 shares
- Ownership
- 4.6%
- Form type
- SCHEDULE 13D/A
- Filing time
- 22 May 2025, 19:00:36 UTC
- Date of event
- 20 May 2025
- SEC
- View on sec.gov
Quoteable Key Fact
"TRIAN FUND MANAGEMENT, L.P. disclosed 4.6% ownership in INVESCO LTD Common Stock par value $0.20 per share (IVZ) on 20 May 2025."
What Changed
- No earlier schedule filing is available for direct comparison.
- Current filing was accepted on 22 May 2025, 19:00.
Why This Matters
- This page explains what this Schedule 13D/13G filing tells you before manager-level rows.
- You can verify ownership claims directly against the original SEC filing.
Source Evidence
Backed by Schedule 13D/13G
See Original Filing
Beneficial ownership values are sourced from the original SEC Schedule 13D/13G filing.
Reporting Managers (5)
| Name | Ownership | Shares Owned | sole voting power | shared voting power | Signature | Title | CIK |
|---|---|---|---|---|---|---|---|
| Nelson Peltz | 4.6% | 20,675,008 | 0 | 20,675,008 | /s/ Nelson Peltz | Nelson Peltz | 0000928265 |
| Peter W. May | 4.6% | 20,675,008 | 0 | 20,675,008 | /s/ Peter W. May | Peter W. May | 0000928264 |
| Trian Fund Management, L.P. | 4.6% | 20,675,008 | 0 | 20,675,008 | /s/ Peter W. May | Member of the General Partner of the Reporting Person | 0001345471 |
| Trian Fund Management GP, LLC | 4.6% | 20,675,008 | 0 | 20,675,008 | /s/ Peter W. May | Member | 0001345472 |
| Trian Partners AM Holdco, Ltd. | 4.6% | 20,675,008 | 0 | 20,675,008 | /s/ Peter W. May | Director |