Follow-The-Filings

Security

IVZ

Invesco Ltd · SHS

Equity holders as of 2026 Q1 (each manager’s latest book)

14 owners 2 exits max 1.9% (Nelson Peltz - Trian Fund...)

grid → activity →
owners 14
max % 1.9%
tracked value $2.6B
qoq A 7 R 6 E 2

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Nelson Peltz - Trian Fund Management, L.P. 2026 Q1 1.9% — 2,970,944 $72M hist
Robert Olstein - Olstein Capital Management, L.P. 2026 Q1 1.2% Reduce -6.9% 217,000 $5M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.2% Add +55.9% 21,648,675 $526M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.1% Add +41.0% 12,524,431 $300M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.1% Reduce -14.0% 1,603,062 $39M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add +191.7% 2,970,869 $72M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Add +1.8% 52,965,761 $1.4B hist
Norges Bank 2025 Q4 stale 0.0% Add +18.7% 3,902,656 $103M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Reduce -73.5% 1,461,487 $36M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Reduce -39.3% 162,111 $4M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce -64.2% 308,512 $7M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add +59.2% 96,065 $2M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Add +0.2% 12,850 $312 hist
Ancora Advisors LLC 2026 Q1 0.0% Reduce -80.0% 129 $3 hist
Ray Dalio - Bridgewater Associates, LP exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 28,015 $736 hist
Dmitry Balyasny - Balyasny Asset Management L.P. exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 25,242 $663 hist

14 current · 2 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $5.72B $6.07B $6.38B
Gross profit — — —
Gross margin — — —
Net income -$333.7M $538M —
Net margin * -5.8% 8.9% —

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets — — —
Total non-current assets — — —
Total assets $28.93B $27.01B $27.09B
Total current liabilities — — —
Total non-current liabilities — — —
Total equity $14.6B $14.56B $12.23B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $1.3B $1.19B $1.53B
Cash from investing -$244.3M $68.4M -$974.4M
Cash from financing -$585.4M -$1.66B -$149.5M
Net change in cash * $471.1M -$403.2M $401.4M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders