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

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