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; 679 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
- Market capClose on Nov 10, 2026
- $12.7B
- Insider buysOpen market, last 90 days
- 0
- Insider sellsLast 90 days, $7.23M in total
- 4
- 13F holdersQ2 2026, +45 vs. previous quarter
- 679
- 13F valueReported value at the end of Q2 2026
- $11.2B
- Superinvestors holdingAt the end of Q2 2026
- 1
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2025
- $6.38B
- +5.1% year over year
- Net income, FY2025
- -$174.8M
- −132.5% year over year
- Free cash flow, FY2025
- $1.44B
- +28.6% year over year
- Revenue, Q3 FY2026
- $1.87B
- +14.2% year over year
Revenue flow, FY2025
Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.
Net loss for FY2025: $174.8M (2.7% of revenue).
Short interest
See short dataFrom FINRA, settlement date Oct 30, 2026.
- Short interest
- 15.9M
- Shares sold short
- Change
- −491.2K
- −3.0% vs. previous
- Days to cover
- 2.76
- At average daily volume
Superinvestors holding IVZ, Q2 2026
Go to the superinvestors tab1 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
See all insider tradesOpen-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
See all 679 holdersThe 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 |
Holders of 5% or more of IVZ
See all 2 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of Invesco Ltd..
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 13G/A | 8.10%36.4M shares | – | Oct 23, 20243 filings | Apr 23, 2025 | SEC |
| Vanguard Capital Management LLC | 13G | 7.15%31.7M shares | New | Apr 30, 20261 filing | Apr 30, 2026 | SEC |
Politician trades
All politician trades in IVZ6 members of Congress reported 10 trades in Invesco Ltd. since 2020. Newest filings:
| Filed | Politician | Type | Amount |
|---|---|---|---|
| Apr 3, 2026 |  Kevin Hern House · OK | Sell | $15K-$50K |
| Mar 9, 2026 |  Gilbert Ray Cisneros, Jr. House · CA | Sell (partial) | $1K-$15K |
| Feb 13, 2026 | Gilbert Ray Cisneros, Jr. House · CA | Buy | $1K-$15K |
| Apr 28, 2025 |  Robert P. Bresnahan, Jr. House · PA | Sell | $1K-$15K |
| Nov 14, 2024 |  Gary C. Peters Senate · MI | Sell (full) | $1K-$15K |
House · OK · Apr 3, 2026
Sell$15K-$50K
House · CA · Mar 9, 2026
Sell (partial)$1K-$15K
House · CA · Feb 13, 2026
Buy$1K-$15K
House · PA · Apr 28, 2025
Sell$1K-$15K
Senate · MI · Nov 14, 2024
Sell (full)$1K-$15K