Reporting Manager
Nelson Peltz
Symbol
IVZ
Shares outstanding
448M shares
Disclosed Ownership
20.7M shares
Ownership
4.62%
Form type
SCHEDULE 13D/A
Date filed
5/22/2025, 07:00 PM
Date of event
May 20, 2025

Reporting Managers (5)

Name Ownership Shares Owned sole voting power shared voting power Signature Title CIK
Nelson Peltz 4.62% 20.7M 0 20.7M /s/ Nelson Peltz Nelson Peltz 0000928265
Peter W. May 4.62% 20.7M 0 20.7M /s/ Peter W. May Peter W. May 0000928264
Trian Fund Management, L.P. 4.62% 20.7M 0 20.7M /s/ Peter W. May Member of the General Partner of the Reporting Person 0001345471
Trian Fund Management GP, LLC 4.62% 20.7M 0 20.7M /s/ Peter W. May Member 0001345472
Trian Partners AM Holdco, Ltd. 4.62% 20.7M 0 20.7M /s/ Peter W. May Director