IVZ Insider Trading

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Insider Trading History
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About

Insider Ownership Percentage: 1.21%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $6,052,207.04

Invesco Insider Trading History Chart

Invesco Share Price & Price History

^$25.20

▲ +0.805 (3.30%)

As of 12/4/2025 04:59 PM ET

Days: 30 | 90 | 365

Invesco Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
10/31/2025	Douglas J Sharp	Director	Sell	160,000	$23.56	$3,769,600.00	192
9/10/2025	Stephanie Butcher	Director	Sell	103,192	$22.12	$2,282,607.04	29,855
10/2/2023	Invesco Realty, Inc.	Major Shareholder	Buy	796,323	$25.12	$20,003,633.76	1,052,487
9/5/2023	Invesco Realty, Inc.	Major Shareholder	Buy	2,800,000	$25.00	$70,000,000.00	853,400
1/30/2023	Trian Fund Management, L.P.	Major Shareholder	Sell	786,378	$18.11	$14,241,305.58	45,419,188
1/27/2023	Trian Fund Management, L.P.	Major Shareholder	Sell	2,367,477	$18.42	$43,608,926.34	46,205,566
1/24/2023	Trian Fund Management, L.P.	Major Shareholder	Sell	1,011,084	$18.56	$18,765,719.04	50,947,062

SEC Filings (Institutional Ownership Changes) for Invesco (NYSE:IVZ)

66.09% of Invesco stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

Invesco Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
12/2/2025	Allworth Financial LP	59,698	$1.37M	0.0%	+4.9%	0.013%
12/2/2025	Swiss Life Asset Management Ltd	1,168,377	$26.80M	0.1%	-1.1%	0.263%
12/1/2025	Groupama Asset Managment	24,968	$0.57M	0.0%	N/A	0.006%
11/22/2025	Prana Capital Management LP	998,874	$22.91M	0.8%	+425.7%	0.224%
11/21/2025	CIBC Bancorp USA Inc.	45,538	$1.05M	0.0%	N/A	0.010%
11/20/2025	WBI Investments LLC	49,782	$1.14M	0.3%	-54.5%	0.011%
11/20/2025	Caerus Investment Advisors LLC	10,763	$0.25M	0.1%	N/A	0.002%
11/19/2025	Captrust Financial Advisors	73,381	$1.68M	0.0%	+22.3%	0.016%
11/19/2025	Coldstream Capital Management Inc.	11,885	$0.27M	0.0%	+8.0%	0.003%
11/19/2025	Danske Bank A S	3,000	$69K	0.0%	N/A	0.001%
11/18/2025	Advisory Services Network LLC	20,838	$0.48M	0.0%	N/A	0.005%
11/18/2025	Del Sette Capital Management LLC	131,156	$3.01M	1.9%	N/A	0.029%
11/17/2025	Hancock Whitney Corp	129,153	$2.96M	0.1%	+0.5%	0.029%
11/17/2025	CANADA LIFE ASSURANCE Co	165,511	$3.81M	0.0%	-29.7%	0.037%
11/17/2025	Woodline Partners LP	58,880	$1.35M	0.0%	+21.8%	0.013%
11/17/2025	Dark Forest Capital Management LP	45,270	$1.04M	0.0%	-79.7%	0.010%
11/17/2025	Alyeska Investment Group L.P.	1,515,987	$34.78M	0.1%	N/A	0.341%
11/17/2025	CacheTech Inc.	12,801	$0.29M	0.1%	-31.1%	0.003%
11/17/2025	United Capital Financial Advisors LLC	9,130	$0.21M	0.0%	N/A	0.002%
11/17/2025	State Street Corp	21,522,492	$493.73M	0.0%	-3.3%	4.836%
11/17/2025	Susquehanna Fundamental Investments LLC	57,621	$1.32M	0.1%	-13.7%	0.013%
11/17/2025	Samlyn Capital LLC	1,942,781	$44.57M	0.6%	N/A	0.436%
11/17/2025	Quantessence Capital LLC	25,200	$0.58M	0.2%	N/A	0.006%
11/17/2025	Quarry LP	2,475	$57K	0.0%	-73.3%	0.001%
11/17/2025	Prelude Capital Management LLC	9,203	$0.21M	0.0%	-29.9%	0.002%
11/17/2025	Public Employees Retirement System of Ohio	121,977	$2.80M	0.0%	+0.6%	0.027%
11/17/2025	Parallax Volatility Advisers L.P.	8,987	$0.21M	0.0%	N/A	0.002%
11/17/2025	Northwestern Mutual Wealth Management Co.	80,150	$1.84M	0.0%	+4.9%	0.018%
11/17/2025	Northern Trust Corp	6,245,156	$143.26M	0.0%	-5.0%	1.403%
11/17/2025	Norinchukin Bank The	26,249	$0.60M	0.0%	+2.1%	0.006%
11/17/2025	Mariner LLC	204,298	$4.69M	0.0%	+51.7%	0.046%
11/17/2025	Maltese Capital Management LLC	315,000	$7.23M	1.1%	+110.0%	0.071%
11/17/2025	National Bank of Canada FI	280,465	$6.43M	0.0%	-63.1%	0.063%
11/17/2025	Mercer Global Advisors Inc. ADV	159,988	$3.67M	0.0%	+44.6%	0.036%
11/17/2025	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	205,219	$4.71M	0.0%	-14.4%	0.046%
11/17/2025	Larson Financial Group LLC	1,466	$34K	0.0%	+61.5%	0.000%
11/17/2025	Lighthouse Investment Partners LLC	373,651	$8.57M	0.3%	+58.4%	0.084%
11/17/2025	Integrated Wealth Concepts LLC	25,905	$0.59M	0.0%	+16.2%	0.006%
11/17/2025	Holocene Advisors LP	2,428,894	$55.72M	0.1%	N/A	0.546%
11/17/2025	Focus Partners Wealth	33,962	$0.78M	0.0%	+72.4%	0.008%
11/17/2025	Chevy Chase Trust Holdings LLC	227,598	$5.22M	0.0%	-3.7%	0.051%
11/17/2025	Cinctive Capital Management LP	10,297	$0.24M	0.0%	-85.1%	0.002%
11/17/2025	Banco Bilbao Vizcaya Argentaria S.A.	134,642	$3.09M	0.0%	+0.6%	0.030%
11/17/2025	California Public Employees Retirement System	647,918	$14.86M	0.0%	+2.8%	0.146%
11/17/2025	Bank of America Corp DE	1,465,851	$33.63M	0.0%	-49.3%	0.329%
11/17/2025	Bank of Nova Scotia	245,094	$5.62M	0.0%	-72.1%	0.055%
11/17/2025	Algert Global LLC	447,807	$10.27M	0.2%	-7.2%	0.101%
11/17/2025	Alliancebernstein L.P.	4,992,076	$114.52M	0.0%	-37.0%	1.122%
11/17/2025	Ameriprise Financial Inc.	1,543,279	$35.40M	0.0%	+134.7%	0.347%
11/14/2025	Schonfeld Strategic Advisors LLC	347,622	$7.97M	0.0%	N/A	0.078%
11/14/2025	Creative Planning	89,962	$2.06M	0.0%	+181.1%	0.020%
11/14/2025	Lazard Asset Management LLC	79,551	$1.83M	0.0%	-3.9%	0.018%
11/14/2025	AQR Capital Management LLC	9,818,999	$225.25M	0.1%	-15.4%	2.202%
11/14/2025	Valueworks LLC	94,929	$2.18M	0.6%	-3.2%	0.021%
11/14/2025	Credit Agricole S A	68,524	$1.57M	0.0%	N/A	0.015%
11/14/2025	Raymond James Financial Inc.	161,674	$3.71M	0.0%	+46.7%	0.036%
11/14/2025	Amundi	1,775,738	$42.85M	0.0%	-25.4%	0.398%
11/14/2025	Financial Sense Advisors Inc.	156,345	$3.59M	0.6%	N/A	0.035%
11/14/2025	Equitable Holdings Inc.	30,150	$0.69M	0.0%	-20.8%	0.007%
11/14/2025	Man Group plc	348,880	$8M	0.0%	-43.0%	0.078%
11/14/2025	Hotchkis & Wiley Capital Management LLC	337,054	$7.73M	0.0%	N/A	0.076%
11/14/2025	California State Teachers Retirement System	335,852	$7.70M	0.0%	-2.3%	0.075%
11/14/2025	Horizon Investments LLC	86,152	$1.98M	0.0%	+1,050.1%	0.019%
11/14/2025	Zurcher Kantonalbank Zurich Cantonalbank	102,174	$2.34M	0.0%	+21.5%	0.023%
11/14/2025	Balyasny Asset Management L.P.	3,326,031	$76.30M	0.1%	-34.7%	0.746%
11/14/2025	UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC	979,285	$22.47M	0.0%	-32.4%	0.220%
11/14/2025	Two Sigma Investments LP	267,127	$6.13M	0.0%	+129.0%	0.060%
11/14/2025	Vident Advisory LLC	69,037	$1.58M	0.0%	-18.1%	0.015%
11/14/2025	Newbridge Financial Services Group Inc.	6,716	$0.15M	0.0%	N/A	0.002%
11/14/2025	Brown Brothers Harriman & Co.	2,046	$47K	0.0%	+151.0%	0.000%
11/14/2025	Glenmede Investment Management LP	17,664	$0.41M	0.0%	-16.2%	0.004%
11/13/2025	Pathstone Holdings LLC	113,025	$2.59M	0.0%	-2.2%	0.025%
11/13/2025	Twin Tree Management LP	65,353	$1.50M	0.0%	-86.9%	0.015%
11/13/2025	Vise Technologies Inc.	12,757	$0.29M	0.0%	-4.0%	0.003%
11/13/2025	Arrowstreet Capital Limited Partnership	1,427,403	$32.75M	0.0%	-11.1%	0.320%
11/13/2025	Employees Retirement System of Texas	3,336	$77K	0.0%	N/A	0.001%
11/13/2025	Sei Investments Co.	147,160	$3.38M	0.0%	+14.1%	0.033%
11/13/2025	UBS Group AG	3,407,607	$78.17M	0.0%	-40.6%	0.764%
11/13/2025	Tennessee Valley Asset Management Partners	26,915	$0.62M	0.1%	N/A	0.006%
11/13/2025	BNP Paribas Financial Markets	919,084	$21.08M	0.0%	-16.3%	0.206%
11/13/2025	Mackenzie Financial Corp	76,050	$1.75M	0.0%	-13.0%	0.017%
11/13/2025	Franklin Resources Inc.	355,615	$8.16M	0.0%	+28.4%	0.080%
11/13/2025	Van ECK Associates Corp	3,298	$76K	0.0%	-55.2%	0.001%
11/13/2025	Legal & General Group Plc	785,145	$18.01M	0.0%	-11.2%	0.176%
11/13/2025	Swiss National Bank	694,300	$15.93M	0.0%	+1.4%	0.156%
11/13/2025	LGT Group Foundation	14,635	$0.34M	0.0%	-27.8%	0.003%
11/13/2025	Russell Investments Group Ltd.	185,525	$4.26M	0.0%	+80.9%	0.042%
11/13/2025	Inceptionr LLC	21,511	$0.49M	0.1%	N/A	0.005%
11/13/2025	Private Advisor Group LLC	39,918	$0.92M	0.0%	+250.0%	0.009%
11/13/2025	Vinva Investment Management Ltd	31,000	$0.71M	0.0%	-26.3%	0.007%
11/13/2025	Parallel Advisors LLC	3,031	$70K	0.0%	+18.4%	0.001%
11/13/2025	Natixis Advisors LLC	54,148	$1.24M	0.0%	+10.9%	0.012%
11/13/2025	Grantham Mayo Van Otterloo & Co. LLC	191,887	$4.40M	0.0%	-32.4%	0.043%
11/13/2025	First Trust Advisors LP	3,109,235	$71.33M	0.1%	-8.0%	0.697%
11/12/2025	Gabelli Funds LLC	215,000	$4.93M	0.0%	+38.7%	0.048%
11/12/2025	Barclays PLC	1,767,826	$40.55M	0.0%	-33.8%	0.396%
11/12/2025	Stonebridge Capital Advisors LLC	11,825	$0.27M	0.0%	-4.1%	0.003%
11/12/2025	Dimensional Fund Advisors LP	21,330,647	$489.33M	0.1%	+1.5%	4.783%
11/12/2025	Cresset Asset Management LLC	28,723	$0.66M	0.0%	N/A	0.006%
11/12/2025	Picton Mahoney Asset Management	64,104	$1.47M	0.0%	N/A	0.014%

Data available starting January 2016

Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equity and fixed income portfolios. The firm also launches equity, fixed income, commodity, multi-asset, and balanced mutual funds for its clients. It launches equity, fixed income, multi-asset, and balanced exchange-traded funds. The firm also launches and manages private funds. It invests in the public equity and fixed income markets across the globe. The firm also invests in alternative markets, such as commodities and currencies. For the equity portion of its portfolio, it invests in growth and value stocks of large-cap, mid-cap, and small-cap companies. For the fixed income portion of its portfolio, the firm invests in convertibles, government bonds, municipal bonds, treasury securities, and cash. It also invests in short term and intermediate term bonds, investment grade and high yield bonds, taxable and tax-free bonds, senior secured loans, and structured securities such as asset-backed securities, mortgage-backed securities, and commercial mortgage-backed securities. The firm employs absolute return, global macro, and long/short strategies. It employs quantitative analysis to make its investments. The firm was formerly known as Invesco Plc, AMVESCAP plc, Amvesco plc, Invesco PLC, Invesco MIM, and H. Lotery & Co. Ltd. Invesco Ltd. was founded in 1935 and is based in Atlanta, Georgia with an additional office in Hamilton, Bermuda.

Today's Range

Now: $25.20

$24.59

$25.70

50 Day Range

MA: $23.55

$22.45

$25.20

52 Week Range

Now: $25.20

$11.60

$25.70

Volume

8,686,265 shs

Average Volume

4,045,806 shs

Market Capitalization

$11.21 billion

P/E Ratio

17.14

Dividend Yield

3.44%

Beta

1.66

Who are the company insiders with the largest holdings of Invesco?: Invesco's top insider shareholders include:
Stephanie Butcher (Director)
Douglas J Sharp (Director)
Learn More about top insider investors at Invesco.
Who are the major institutional investors of Invesco?: Invesco's top institutional investors include:
Vanguard Group Inc. — 11.66%
State Street Corp — 4.84%
Dimensional Fund Advisors LP — 4.78%
AQR Capital Management LLC — 2.20%
Northern Trust Corp — 1.40%
Fisher Asset Management LLC — 1.17%
Learn More about top institutional investors of Invesco stock.
Which major investors are selling Invesco stock?: Within the last quarter, IVZ stock was sold by these institutional investors:
Alliancebernstein L.P.
UBS Group AG
AQR Capital Management LLC
Balyasny Asset Management L.P.
Bank of America Corp DE
Barclays PLC
State Street Corp
Bank of Nova Scotia
Within the previous year, company insiders that have sold Invesco company stock include:
Stephanie Butcher (Director)
Douglas J Sharp (Director)
Learn More investors selling Invesco stock.
Which major investors are buying Invesco stock?: In the previous quarter, IVZ stock was acquired by institutional investors including:
Holocene Advisors LP
Samlyn Capital LLC
Alyeska Investment Group L.P.
Ameriprise Financial Inc.
Prana Capital Management LP
Vanguard Group Inc.
Susquehanna International Group LLP
Schonfeld Strategic Advisors LLC