Invesco Ltd.
IVZ- Exchange
- NYSE
- Industry
- Investment Advice
- SEC CIK
- 0000914208
In the last 90 days, Invesco Ltd. insiders filed 0 open-market purchases and 4 sales; 670 institutions reported holding it in 13F filings for Q2 2026, worth $11.2B in total; Trian Fund Management is the only superinvestor holding it.
Key figures
- Insider buysOpen market, last 90 days
- 0
- Insider sellsLast 90 days, $7.23M in total
- 4
- 13F holdersQ2 2026, +41 vs. previous quarter
- 670
- 13F valueReported value at the end of Q2 2026
- $11.2B
- Superinvestors holdingAt the end of Q2 2026
- 1
Price chart
Superinvestors holding IVZ, Q2 2026
1 superinvestor reports holding Invesco Ltd. on Form 13F. Percentages are the stock's share of each portfolio.
Trian Fund Management
Nelson Peltz
1.0%
Invesco Ltd.'s share of the portfolio
- Shares
- 1,625,472
- Value
- $42.9M
Latest insider trades
Open-market purchases and sales by Invesco Ltd. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Sep 14, 2026 (view filing)1:37 PM ET | Sep 11 | 3 days | Wood Phoebe ADirector | SSale | −3.00K | $32.44 | −$97.3K | −2.7%107.1K after | |
| Sep 10, 2026 (view filing)2:02 PM ET | Sep 8-9 | 2 days | Lo Andrew Tak ShingSenior Managing Director | SSale | −143.4K | $32.39 | −$4.64M | −15.0%812.5K after | 2 lots |
| Sep 10, 2026 (view filing)2:00 PM ET | Sep 9 | 1 day | Butcher StephanieSenior Managing Director | SSale | −45.1K | $32.28 | −$1.46M | −81.5%10.2K after | |
| Sep 9, 2026 (view filing)12:33 PM ET | Sep 4 | 5 days | Dukes Laura AllisonChief Financial Officer | SSale | −31.1K | $33.16 | −$1.03M | −10.7%259.2K after | |
| Nov 3, 2025 (view filing) | Oct 31 | 3 days | Sharp Douglas JSenior Managing Director | SSale | −160.0K | $23.56 | −$3.77M | −99.9%192 after | |
| Sep 12, 2025 (view filing) | Sep 10 | 2 days | Butcher StephanieSenior Managing Director | SSale | −103.2K | $22.12 | −$2.28M | −77.6%29.9K after | |
| Mar 2, 2023 (view filing) | Mar 1 | 1 day | Flanagan Martin LPresident & CEO | SSale | −232.4K | $17.43 | −$4.05M | −33.9%452.6K after | |
| Jan 31, 2023 (view filing) | Jan 27-30 | 4 days | Trian Fund Management, L.P.10% Owner | SSale | −3.15M | $18.34 | −$57.9M | −6.5%45.4M after | 2 lots |
| Jan 25, 2023 (view filing) | Jan 23-25 | 2 days | Trian Fund Management, L.P.10% Owner | SSale | −7.17M | $18.65 | −$133.8M | −12.9%48.6M after | 3 lots |
| Jun 15, 2022 (view filing)5:30 PM ET | Jun 13-14 | 2 days | Massachusetts Mutual Life Insurance Co and 2 others10% Owner | PPurchase | +1.66M | $16.14 | +$26.7M | +2.1%81.3M after | 2 lots |
Top 10 13F holders, Q2 2026
The largest institutional positions in Invesco Ltd. at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Co | 81,332,319 | $2.15B | 90.22% | 00.0% | Unchanged |
| BlackRock, Inc. | 38,713,707 | $1.02B | 0.02% | −34,114−0.1% | Reduced |
| Vanguard Capital Management LLC | 28,104,027 | $741.7M | 0.02% | +138,964+0.5% | Added |
| Dimensional Fund Advisors LP | 21,716,982 | $573.1M | 0.10% | +355,863+1.7% | Added |
| Vanguard Portfolio Management LLC | 18,458,992 | $487.1M | 0.02% | −803,831−4.2% | Reduced |
| State Street Corp | 16,793,008 | $443.2M | 0.01% | +87,930+0.5% | Added |
| Millennium Management LLC | 15,689,569 | $414.0M | 0.28% | −5,959,106−27.5% | Reduced |
| AQR Capital Management LLC | 12,604,180 | $332.6M | 0.12% | +79,749+0.6% | Added |
| Geode Capital Management, LLC | 12,503,038 | $329.4M | 0.02% | −338,156−2.6% | Reduced |
| Goldman Sachs Group Inc | 11,149,168 | $294.2M | 0.03% | +605,275+5.7% | Added |