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

^$23.66

▲ +0.29 (1.24%)

As of 11/10/2025 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
11/10/2025	MAI Capital Management	17,985	$0.41M	0.0%	+3.9%	0.004%
11/10/2025	Waddell & Associates LLC	12,543	$0.29M	0.0%	+15.1%	0.003%
11/10/2025	TD Asset Management Inc	78,381	$1.80M	0.0%	-3.2%	0.018%
11/10/2025	Cozad Asset Management Inc.	81,396	$1.87M	0.1%	+2.2%	0.018%
11/10/2025	Mount Lucas Management LP	46,809	$1.07M	0.4%	-1.9%	0.010%
11/10/2025	Mufg Securities Americas Inc.	12,026	$0.28M	0.0%	+21.2%	0.003%
11/10/2025	AXQ Capital LP	16,213	$0.37M	0.1%	+40.4%	0.004%
11/10/2025	Compound Planning Inc.	9,891	$0.23M	0.0%	N/A	0.002%
11/10/2025	EverSource Wealth Advisors LLC	13,582	$0.31M	0.0%	+4.9%	0.003%
11/10/2025	Clearstead Advisors LLC	2,388	$55K	0.0%	+62.0%	0.001%
11/10/2025	Advisors Preferred LLC	40,306	$0.93M	0.1%	N/A	0.009%
11/10/2025	Citigroup Inc.	732,436	$16.80M	0.0%	+53.3%	0.164%
11/7/2025	Syon Capital LLC	18,865	$0.43M	0.0%	+25.2%	0.004%
11/7/2025	NEOS Investment Management LLC	56,779	$1.30M	0.0%	+42.5%	0.013%
11/7/2025	Arvest Bank Trust Division	29,565	$0.68M	0.0%	-4.3%	0.007%
11/7/2025	Wealthcare Advisory Partners LLC	37,639	$0.86M	0.0%	-3.4%	0.008%
11/7/2025	Wealthcare Capital Management LLC	531,545	$12.19M	1.2%	-5.8%	0.119%
11/7/2025	Rothschild Investment LLC	46,844	$1.08M	0.1%	+8.8%	0.011%
11/7/2025	Merit Financial Group LLC	23,733	$0.54M	0.0%	+24.2%	0.005%
11/7/2025	Vanguard Group Inc.	52,018,068	$1.19B	0.0%	+1.2%	11.664%
11/7/2025	Fifth Third Bancorp	22,870	$0.53M	0.0%	+3.9%	0.005%
11/7/2025	State of New Jersey Common Pension Fund D	113,659	$2.61M	0.0%	-12.0%	0.025%
11/7/2025	PNC Financial Services Group Inc.	145,322	$3.33M	0.0%	+22.9%	0.033%
11/7/2025	Shell Asset Management Co.	3,591	$82K	0.0%	-59.0%	0.001%
11/7/2025	Aberdeen Group plc	53,506	$1.23M	0.0%	-30.4%	0.012%
11/6/2025	Abich Financial Wealth Management LLC	10,296	$0.24M	0.1%	N/A	0.002%
11/6/2025	Assetmark Inc.	35,250	$0.81M	0.0%	+123.9%	0.008%
11/6/2025	Public Sector Pension Investment Board	96,158	$2.21M	0.0%	+3.7%	0.022%
11/6/2025	Cibc World Market Inc.	99,955	$2.29M	0.0%	N/A	0.022%
11/6/2025	Caprock Group LLC	40,349	$0.89M	0.0%	N/A	0.009%
11/6/2025	ING Groep NV	20,885	$0.48M	0.0%	-3.5%	0.005%
11/6/2025	Rhumbline Advisers	833,295	$19.12M	0.0%	-4.5%	0.187%
11/6/2025	Advisors Asset Management Inc.	28,468	$0.65M	0.0%	-7.1%	0.006%
11/6/2025	Krilogy Financial LLC	22,764	$0.53M	0.0%	N/A	0.005%
11/6/2025	Stratos Wealth Partners LTD.	11,631	$0.27M	0.0%	-74.0%	0.003%
11/6/2025	Wealthfront Advisers LLC	85,723	$1.97M	0.0%	+0.6%	0.019%
11/6/2025	Prospera Financial Services Inc	17,032	$0.39M	0.0%	+6.4%	0.004%
11/6/2025	ProShare Advisors LLC	154,745	$3.55M	0.0%	-17.0%	0.035%
11/5/2025	MCF Advisors LLC	6,089	$0.14M	0.0%	+91.7%	0.001%
11/5/2025	Twin Capital Management Inc.	36,599	$0.84M	0.1%	-4.6%	0.008%
11/5/2025	State of Michigan Retirement System	120,598	$2.77M	0.0%	-0.7%	0.027%
11/5/2025	Guinness Asset Management LTD	29,216	$0.67M	0.0%	N/A	0.007%
11/5/2025	Poehling Capital Management INC.	253,843	$5.82M	1.2%	-0.7%	0.057%
11/5/2025	Sentry Investment Management LLC	1,236	$30K	0.0%	N/A	0.000%
11/5/2025	Bessemer Group Inc.	7,970	$0.18M	0.0%	+20.4%	0.002%
11/5/2025	SBI Securities Co. Ltd.	8,105	$0.19M	0.0%	-5.4%	0.002%
11/5/2025	Savant Capital LLC	64,363	$1.48M	0.0%	+42.0%	0.014%
11/5/2025	Envestnet Asset Management Inc.	39,731	$0.91M	0.0%	+89.9%	0.009%
11/4/2025	Penserra Capital Management LLC	26,687	$0.61M	0.0%	N/A	0.006%
11/4/2025	Allianz Asset Management GmbH	1,485,494	$34.08M	0.0%	+30.4%	0.333%
11/4/2025	Jackson Creek Investment Advisors LLC	49,261	$1.13M	0.3%	N/A	0.011%
11/4/2025	State of Wyoming	18,433	$0.42M	0.0%	-29.1%	0.004%
11/4/2025	Jones Financial Companies Lllp	144,976	$3.29M	0.0%	+22.1%	0.033%
11/4/2025	Convergence Investment Partners LLC	131,684	$3.02M	0.7%	N/A	0.030%
11/4/2025	United Community Bank	11,698	$0.27M	0.1%	+179.9%	0.003%
11/4/2025	Principal Financial Group Inc.	921,304	$21.14M	0.0%	-37.3%	0.207%
11/4/2025	Transcend Capital Advisors LLC	13,138	$0.30M	0.0%	N/A	0.003%
11/4/2025	Thrivent Financial for Lutherans	631,046	$14.48M	0.0%	+83.5%	0.142%
11/4/2025	Cornerstone Wealth Management LLC	10,700	$0.25M	0.0%	-4.5%	0.002%
11/3/2025	Arizona State Retirement System	105,949	$2.43M	0.0%	+1.3%	0.024%
11/3/2025	Impact Partnership Wealth LLC	28,398	$0.65M	0.1%	-5.8%	0.006%
11/3/2025	Continental Advisors LLC	116,690	$2.68M	1.2%	-11.4%	0.026%
11/3/2025	Foundations Investment Advisors LLC	21,905	$0.50M	0.0%	N/A	0.005%
11/3/2025	AE Wealth Management LLC	33,271	$0.76M	0.0%	+20.3%	0.007%
11/3/2025	New York State Common Retirement Fund	246,190	$5.65M	0.0%	-4.9%	0.055%
11/3/2025	Mirae Asset Global Investments Co. Ltd.	61,769	$1.42M	0.0%	+3.0%	0.014%
11/3/2025	Retirement Planning Co of New England Inc.	36,535	$0.84M	0.3%	-2.4%	0.008%
11/3/2025	Truist Financial Corp	106,219	$2.44M	0.0%	+9.7%	0.024%
10/31/2025	Mutual of America Capital Management LLC	48,343	$1.11M	0.0%	-5.8%	0.011%
10/31/2025	Retirement Systems of Alabama	95,135	$2.18M	0.0%	-0.9%	0.021%
10/31/2025	Y Intercept Hong Kong Ltd	101,484	$2.33M	0.1%	-55.9%	0.023%
10/31/2025	ARGA Investment Management LP	66,425	$1.52M	0.0%	-36.1%	0.015%
10/31/2025	Mitsubishi UFJ Trust & Banking Corp	405,820	$9.31M	0.0%	+65.4%	0.091%
10/31/2025	UniSuper Management Pty Ltd	87,180	$2M	0.0%	-20.2%	0.020%
10/30/2025	Envestnet Portfolio Solutions Inc.	17,747	$0.41M	0.0%	+42.2%	0.004%
10/30/2025	Teacher Retirement System of Texas	76,849	$1.76M	0.0%	+12.1%	0.017%
10/30/2025	Strs Ohio	8,702	$0.20M	0.0%	-91.9%	0.002%
10/30/2025	Covestor Ltd	6,416	$0.15M	0.1%	-49.6%	0.001%
10/30/2025	CNB Bank	1,153	$26K	0.0%	N/A	0.000%
10/30/2025	Universal Beteiligungs und Servicegesellschaft mbH	141,014	$3.24M	0.0%	-52.3%	0.032%
10/29/2025	Jackson Thornton Wealth Management LLC	9,598	$0.23M	0.0%	N/A	0.002%
10/29/2025	Inscription Capital LLC	19,851	$0.46M	0.0%	N/A	0.004%
10/29/2025	Root Financial Partners LLC	1,328	$30K	0.0%	N/A	0.000%
10/29/2025	NorthCrest Asset Manangement LLC	30,046	$0.72M	0.0%	+17.7%	0.007%
10/29/2025	Wealth Enhancement Advisory Services LLC	176,296	$4.25M	0.0%	+36.8%	0.040%
10/29/2025	Amalgamated Bank	80,476	$1.85M	0.0%	-2.2%	0.018%
10/29/2025	Aviance Capital Partners LLC	44,143	$1.01M	0.1%	N/A	0.010%
10/29/2025	Maryland State Retirement & Pension System	19,628	$0.45M	0.0%	+14.9%	0.004%
10/29/2025	Sequoia Financial Advisors LLC	27,841	$0.64M	0.0%	+177.2%	0.006%
10/29/2025	Gold Investment Management Ltd.	68,940	$1.58M	0.5%	+3.9%	0.015%
10/28/2025	QRG Capital Management Inc.	194,825	$4.47M	0.1%	-18.5%	0.044%
10/28/2025	MinichMacGregor Wealth Management LLC	13,041	$0.30M	0.1%	N/A	0.003%
10/28/2025	Ritholtz Wealth Management	8,775	$0.20M	0.0%	N/A	0.002%
10/27/2025	Kera Capital Partners Inc.	24,200	$0.56M	0.1%	+8.2%	0.005%
10/27/2025	Quent Capital LLC	1,604	$37K	0.0%	N/A	0.000%
10/27/2025	Sumitomo Mitsui Trust Group Inc.	20,629	$0.47M	0.0%	-2.8%	0.005%
10/24/2025	New York State Teachers Retirement System	360,486	$8.27M	0.0%	-11.0%	0.081%
10/24/2025	Bayforest Capital Ltd	6,996	$0.16M	0.1%	+17,838.5%	0.002%
10/24/2025	Forum Financial Management LP	19,139	$0.44M	0.0%	+10.5%	0.004%
10/24/2025	Sumitomo Mitsui DS Asset Management Company Ltd	11,361	$0.26M	0.0%	-88.0%	0.003%

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: $23.66

$23.35

$23.85

50 Day Range

MA: $22.94

$21.65

$24.12

52 Week Range

Now: $23.66

$11.60

$24.75

Volume

3,182,498 shs

Average Volume

5,442,662 shs

Market Capitalization

$10.55 billion

P/E Ratio

16.10

Dividend Yield

3.59%

Beta

1.72

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%
Allianz Asset Management GmbH — 0.33%
Principal Financial Group Inc. — 0.21%
Rhumbline Advisers — 0.19%
Cerity Partners LLC — 0.18%
Thrivent Financial for Lutherans — 0.14%
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:
Principal Financial Group Inc.
Vontobel Holding Ltd.
Universal Beteiligungs und Servicegesellschaft mbH
Cacti Asset Management LLC
Y Intercept Hong Kong Ltd
Strs Ohio
Sumitomo Mitsui DS Asset Management Company Ltd
Olstein Capital Management L.P.
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:
Vanguard Group Inc.
Allianz Asset Management GmbH
Thrivent Financial for Lutherans
Mitsubishi UFJ Trust & Banking Corp
Convergence Investment Partners LLC
Cibc World Market Inc.
IMC Chicago LLC
CWM LLC