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; 674 institutions reported holding it in 13F filings for Q2 2026, worth $11.2B in total; Trian Fund Management is the only superinvestor holding it.
Holders of 5% or more of IVZ
Holders whose latest Schedule 13D or 13G filing reports 5% or more of Invesco Ltd., largest stake first. The change is against the holder's previous filing.
| 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 |
Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.
13D and 13G filings
42 Schedule 13D and 13G filings on Invesco Ltd., newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| Aug 10, 20267:29 PM ET | Millennium Management LLCand 3 others | 13G/A | 3.90%17.1M shares | −1.00 ppfrom 4.90%Below 5% | Jun 30, 2026 | SEC |
| Apr 30, 202611:05 AM ET | Vanguard Capital Management LLC | 13G | 7.15%31.7M shares | New | Mar 31, 2026 | SEC |
| Mar 27, 20269:54 AM ET | Vanguard Group Inc | 13G/A | 0.00%0 shares | –Below 5% | Mar 13, 2026 | SEC |
| Feb 12, 20264:18 PM ET | Millennium Management LLCand 3 others | 13G/A | 4.90%21.8M shares | −1.00 ppfrom 5.90%Below 5% | Dec 31, 2025 | SEC |
| Oct 31, 20254:32 PM ET | Millennium Management LLCand 3 others | 13G/A | 5.90%26.2M shares | +0.70 ppfrom 5.20% | Oct 24, 2025 | SEC |
| Oct 21, 20254:03 PM ET | Millennium Management LLCand 2 others | 13G | 5.20%23.2M shares | New | Oct 14, 2025 | SEC |
| May 22, 20257:00 PM ET | Trian Fund Management, L.P.and 4 othersSuperinvestorTrian Fund Management | 13D/A | 4.62%20.7M shares | –Below 5% | May 20, 2025 | SEC |
| Apr 23, 20257:22 PM ET | BlackRock, Inc. | 13G/A | 8.10%36.4M shares | – | Mar 31, 2025 | SEC |
| Nov 12, 2024 | BlackRock, Inc. | 13G/AOld format | – | – | – | SEC |
| Oct 23, 2024 | BlackRock, Inc. | 13G/AOld format | – | – | – | SEC |
| Jun 14, 2024 | Trian Fund Management, L.P.SuperinvestorTrian Fund Management | 13DOld format | – | – | – | SEC |
| Feb 13, 2024 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Jan 30, 2024 | Fusion Family Wealth LLC | 13GOld format | – | – | – | SEC |
| Jan 30, 2024 | Fusion Family Wealth LLC | 13GOld format | – | – | – | SEC |
| Jan 30, 2024 | Fusion Family Wealth LLC | 13GOld format | – | – | – | SEC |
| Jan 25, 202411:59 AM ET | State Street Corp | 13G/AOld format | – | – | – | SEC |
| Jan 24, 20242:27 PM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
| Jun 2, 2023 | Trian Fund Management, L.P.SuperinvestorTrian Fund Management | 13D/AOld format | – | – | – | SEC |
| Mar 8, 20232:01 PM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
| Feb 16, 2023 | Trian Fund Management, L.P.SuperinvestorTrian Fund Management | 13D/AOld format | – | – | – | SEC |
| Feb 13, 2023 | Fusion Family Wealth LLC | 13GOld format | – | – | – | SEC |
| Feb 13, 2023 | Fusion Family Wealth LLC | 13GOld format | – | – | – | SEC |
| Feb 13, 2023 | Fusion Family Wealth LLC | 13GOld format | – | – | – | SEC |
| Feb 9, 2023 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Feb 6, 20233:02 PM ET | State Street Corp | 13GOld format | – | New | – | SEC |
| Jan 31, 2023 | Trian Fund Management, L.P.SuperinvestorTrian Fund Management | 13D/AOld format | – | – | – | SEC |
| Jan 25, 2023 | Trian Fund Management, L.P.SuperinvestorTrian Fund Management | 13D/AOld format | – | – | – | SEC |
| Jan 24, 20231:56 PM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
| Jun 15, 2022 | Massachusetts Mutual Life Insurance Co | 13D/AOld format | – | – | – | SEC |
| Apr 1, 2022 | Trian Fund Management, L.P.SuperinvestorTrian Fund Management | 13D/AOld format | – | – | – | SEC |
| Mar 25, 2022 | Trian Fund Management, L.P.SuperinvestorTrian Fund Management | 13D/AOld format | – | – | – | SEC |
| Feb 10, 2022 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Feb 10, 2022 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Feb 1, 20225:14 PM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
| Feb 1, 2022 | Trian Fund Management, L.P.SuperinvestorTrian Fund Management | 13D/AOld format | – | – | – | SEC |
| Dec 15, 2021 | Trian Fund Management, L.P.SuperinvestorTrian Fund Management | 13D/AOld format | – | – | – | SEC |
| Feb 10, 2021 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Feb 9, 2021 | Fusion Family Wealth LLC | 13GOld format | – | – | – | SEC |
| Feb 8, 20215:17 PM ET | Bank of America Corp | 13G/AOld format | – | – | – | SEC |
| Feb 8, 2021 | Fusion Family Wealth LLC | 13GOld format | – | – | – | SEC |
| Feb 8, 2021 | Fusion Family Wealth LLC | 13GOld format | – | New | – | SEC |
| Jan 29, 20219:54 AM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
Form 144: proposed insider sales
1 notice from officers, directors and other affiliates planning to sell Invesco Ltd. shares, newest first.
| Filed (ET) | Seller | Shares to sell | Market value | Planned sale | Broker | Filing |
|---|---|---|---|---|---|---|
| Jun 9, 20235:21 PM ET | McGreevey GregoryDirector | 153.2K | $2.47M | Jun 9, 2023 | Fidelity Brokerage Services LLC | SEC |