IVZ
Invesco (IVZ)
NYSE
$28.84-$0.08 (-0.28%)
Price as of Nov 13, 2026 7:30 PM EST
  • $13.1B
    Market Cap
  • 26.71%
    1-Year Change
  • Asset Management
    Industry

Top Holders

Institutional
Mutual Funds
Holder
Ownership %
Shares Held
Change (Shares, %)
Report Date
MASSACHUSETTS MUTUAL LIFE INSURANCE CO
18.50%
81.3M
0 (0.00%)
Sep 30, 2026
BLACKROCK FUNDING, INC. /DE
12.50%
55.0M
+286,180 (+0.52%)
Dec 31, 2024
BLACKROCK INC.
12.33%
54.2M
-139,631 (-0.26%)
Jun 30, 2024
VANGUARD GROUP INC
12.05%
53.0M
+947,693 (+1.79%)
Dec 31, 2025
BLACKROCK, INC.
8.93%
39.2M
+527,245 (+1.34%)
Sep 30, 2026
VANGUARD CAPITAL MANAGEMENT LLC
6.55%
28.8M
+675,357 (+2.35%)
Sep 30, 2026
DIMENSIONAL FUND ADVISORS LP
4.74%
20.8M
-899,159 (-4.32%)
Sep 30, 2026

Current Ownership Distribution

  • Institutions7.0B (73.09%)
  • Mutual Funds2.3B (23.78%)
  • Insiders298.9M (3.12%)
  • Other0 (0.00%)

Insider Transactions

  • 3.12% (298.9M)
    Current InsiderOwnership (%, shares)
  • 0
    Number of InsiderBuying (last 12 months)
  • $0.00
    Amount of InsiderBuying (last 12 months)
  • 2
    Number of InsiderSelling (last 12 months)
  • $10.9M
    Amount of InsiderSelling (last 12 months)
Insider Name & Title
Type
Date
Transaction Value
Shares
Share Price
Shares After Transactions
Invesco Advisers, Inc.
Award
Nov 02, 2026
$467,876.64
16,435
$28.47
196,720
Invesco Advisers, Inc.
Return
Oct 30, 2026
$255,332.32
8,969
$28.47
180,285
WOOD PHOEBE A
Sell
Sep 11, 2026
$97,320.00
3,000
$32.44
107,111
DUKES LAURA ALLISON
Chief Financial Officer
Sell
Sep 04, 2026
$1.0M
31,075
$33.16
259,183
DUKES LAURA ALLISON
Chief Financial Officer
Gift
Sep 04, 2026
$0.00
7,600
$0.00
251,583
Invesco Advisers, Inc.
Return
Aug 31, 2026
$1.4M
52,637
$26.04
515,246
Butcher Stephanie
Senior Managing Director
Exempt
Aug 31, 2026
$0.00
25,497
$0.00
25,497
Butcher Stephanie
Senior Managing Director
Exempt
Aug 31, 2026
$0.00
19,179
$0.00
38,358
Butcher Stephanie
Senior Managing Director
Exempt
Aug 31, 2026
$0.00
20,766
$0.00
62,838
Butcher Stephanie
Senior Managing Director
Award
Aug 31, 2026
$0.00
25,497
$0.00
46,115
Butcher Stephanie
Senior Managing Director
In Kind
Aug 31, 2026
$392,835.52
11,984
$32.78
34,131
Butcher Stephanie
Senior Managing Director
Award
Aug 31, 2026
$0.00
19,179
$0.00
53,310
Butcher Stephanie
Senior Managing Director
In Kind
Aug 31, 2026
$295,511.70
9,015
$32.78
44,295
Butcher Stephanie
Senior Managing Director
Award
Aug 31, 2026
$0.00
20,766
$0.00
65,061
Butcher Stephanie
Senior Managing Director
In Kind
Aug 31, 2026
$319,965.58
9,761
$32.78
55,300
Invesco Advisers, Inc.
Award
Aug 03, 2026
$2.6M
99,706
$26.02
567,883
Invesco Advisers, Inc.
Award
Aug 03, 2026
$383,581.55
13,519
$28.37
175,868
Invesco Advisers, Inc.
Return
Jul 31, 2026
$254,481.16
8,969
$28.37
162,349
Kupor Jeffrey H
Senior Managing Director
In Kind
Jul 02, 2026
$702,314.02
26,002
$27.01
125,818
Invesco Advisers, Inc.
Award
Jul 01, 2026
$391,333.45
13,812
$28.33
171,318
Invesco Advisers, Inc.
Return
Jun 29, 2026
$163,725.49
5,779
$28.33
157,506
Smith Alan Leonard
SMD and CHRO
Exempt
Mar 13, 2026
$0.00
8,641
$0.00
8,641
Smith Alan Leonard
SMD and CHRO
Award
Mar 13, 2026
$0.00
8,641
$0.00
18,338
Smith Alan Leonard
SMD and CHRO
In Kind
Mar 13, 2026
$88,527.00
3,849
$23.00
14,489
Lo Andrew Tak Shing
Senior Managing Director
Exempt
Feb 28, 2026
$0.00
16,479
$0.00
0
Smith Alan Leonard
SMD and CHRO
Exempt
Feb 28, 2026
$0.00
8,936
$0.00
26,808
Sharp Douglas J
Senior Managing Director
Award
Feb 28, 2026
$0.00
80,969
$0.00
80,969
DUKES LAURA ALLISON
Chief Financial Officer
Exempt
Feb 28, 2026
$0.00
17,659
$0.00
35,317
JOHNSTON SHANNON A
SMD and CIOO
Exempt
Feb 28, 2026
$0.00
8,913
$0.00
26,739
Wong Tony
Senior Managing Director
Exempt
Feb 28, 2026
$0.00
15,343
$0.00
30,687