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.
Open-market trades, last 90 days
Open-market purchases (P) and sales (S) by Invesco Ltd. insiders, counted by Form 4 filing. Trades with a flagged price and duplicate filings are left out.
- Open-market buys
- 0 filings
- Open-market sells
- 4 filings
- 4 insiders, $7.23M in total
- Insiders trading
- 4
- Net value
- −$7.23M
- Purchases minus sales
Insider roster
Directors, officers and 10% owners who have filed a Form 4 for Invesco Ltd., current and former, most recent filer first. Last reported holding is the position after the last non-derivative trade in their latest filing.
| Name | Title | Last reported holding | Last filing | Filings, past year |
|---|---|---|---|---|
| Wood Phoebe A | Director | 107,111 | Sep 14, 2026 | 2 |
| Lo Andrew Tak Shing | Senior Managing Director | 812,477 | Sep 10, 2026 | 3 |
| Butcher Stephanie | Senior Managing Director | 10,205 | Sep 10, 2026 | 3 |
| Dukes Laura Allison | Chief Financial Officer | 251,583 | Sep 9, 2026 | 3 |
| Sharp Douglas J | Senior Managing Director | 88,387 | Sep 2, 2026 | 4 |
| Kupor Jeffrey H | Senior Managing Director | 125,818 | Jul 7, 2026 | 2 |
| Schlossberg Andrew | President and CEO | 742,708 | Jul 7, 2026 | 3 |
| Wagoner G Richard Jr | Director | 107,870 | May 19, 2026 | 1 |
| Womack Christopher C | Director | 59,917 | May 19, 2026 | 1 |
| Gibbons Thomas P | Director | 47,202 | May 19, 2026 | 1 |
| Glavin William Francis Jr | Director | 81,084 | May 19, 2026 | 1 |
| Finke Thomas M | Director | 64,238 | May 19, 2026 | 1 |
| Sheinwald Nigel | Director | 101,968 | May 19, 2026 | 1 |
| Beshar Sarah | Director | 115,166 | May 19, 2026 | 1 |
| Tolliver Paula | Director | 66,273 | May 19, 2026 | 1 |
| Johnson Elizabeth S. | Director | 48,770 | May 19, 2026 | 1 |
| Smith Alan Leonard | SMD and CHRO | 14,489 | Mar 17, 2026 | 2 |
| Vacheron Terry | Chief Accounting Officer | 19,569 | Mar 3, 2026 | 1 |
| Wong Tony | Senior Managing Director | 126,971 | Mar 3, 2026 | 2 |
| Johnston Shannon A | SMD and CIOO | 24,846 | Mar 3, 2026 | 2 |
| Giuliano Mark F | SMD & Chief Adm Officer | 178,577 | Mar 1, 2024 | 0 |
| Krevitt Jennifer | SMD & Chief HR Officer | 91,120 | Jul 3, 2023 | 0 |
| Kessler Denis | Director | 92,870 | May 17, 2023 | 0 |
| Flanagan Martin L | President & CEO | 452,584 | Mar 2, 2023 | 0 |
| Trian Fund Management, L.P. | 10% Owner | 45,419,188Indirect | Jan 31, 2023 | 0 |
| Massachusetts Mutual Life Insurance Co | 10% Owner | 81,332,319Indirect | Jun 15, 2022 | 0 |
| MassMutual Holding LLC | 10% Owner | 81,332,319Indirect | Jun 15, 2022 | 0 |
| MM Asset Management Holding LLC | 10% Owner | 81,332,319Indirect | Jun 15, 2022 | 0 |
| Henrikson C Robert | Director | 81,264 | May 17, 2022 | 0 |
| McGreevey Gregory | Senior Managing Director | 260,403 | Mar 10, 2022 | 0 |
| Carome Kevin M | SMD and General Counsel | 625,997 | Mar 2, 2022 | 0 |
| Lege Annette | Chief Accounting Officer | 110,143 | Mar 2, 2022 | 0 |
| Garden Edward P | Director | 45,457,427Indirect | Dec 15, 2021 | 0 |
| Peltz Nelson | Director | 45,457,427Indirect | Dec 15, 2021 | 0 |
| Meadows Colin | Senior Managing Director | 135,937 | Nov 10, 2021 | 0 |
Insider trades
Each row adds up one type of transaction in one Form 4 filing. Only open-market purchases (P) and sales (S) are shown by default; use the filters to see grants, option exercises and other codes.
| 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 |
| May 11, 2022 (view filing) | May 10 | 1 day | Vacheron TerryChief Accounting Officer | PPurchase | +4.00K | $17.40 | +$69.6K | +59.7%10.7K after | |
| Apr 4, 2022 (view filing) | Mar 31-Apr 4 | 4 days | Trian Fund Management, L.P.10% Owner | PPurchase | +3.72M | $23.12 | +$86.1M | +7.2%55.7M after | 3 lots |
| Mar 30, 2022 (view filing) | Mar 28-30 | 2 days | Trian Fund Management, L.P.10% Owner | PPurchase | +3.53M | $23.04 | +$81.3M | +7.3%52.0M after | 3 lots |
| Mar 25, 2022 (view filing) | Mar 23-25 | 2 days | Trian Fund Management, L.P.10% Owner | PPurchase | +2.43M | $21.74 | +$52.8M | +5.3%48.5M after | 3 lots |
| Mar 10, 2022 (view filing) | Mar 8 | 2 days | McGreevey GregorySenior Managing Director | SSale | −200.0K | $19.60 | −$3.92M | −43.4%260.4K after | |
| Mar 8, 2022 (view filing) | Nov 1, 2021-Mar 8, 2022 | 127 daysLate | Massachusetts Mutual Life Insurance Co10% Owner | PPurchase | +4.11M | $19.06 | +$78.4M | New position4.11M after | 5 lots |
| Mar 2, 2022 (view filing) | Mar 1 | 1 day | Flanagan Martin LPresident & CEO | SSale | −189.7K | $19.51 | −$3.70M | −28.0%487.8K after | |
| Nov 10, 2021 (view filing) | Nov 4 | 6 days | Meadows ColinSenior Managing Director | SSale | −47.2K | $25.84 | −$1.22M | −25.8%135.9K after | Amended |
| Sep 14, 2021 (view filing) | Sep 13 | 1 day | Lo Andrew Tak ShingSenior Managing Director | SSale | −150.0K | $24.91 | −$3.74M | −39.9%225.6K after |