SEC ownership of Invesco Ltd.

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000914208.

Comparable stake leader

BlackRock, Inc.

Disclosed value leader

MASSACHUSETTS MUTUAL LIFE INSURANCE CO

Comparable rows

50/50

Latest evidence

15 May 2026

Top shareholders Insider holders Latest transactions
Public ticker
IVZ on NYSE
Parsed ownership sources
13F, 13D/G, and 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
Largest SEC-reported holder
BlackRock, Inc.
Ranking: Comparable ownership first, then disclosed value
Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 3 signals
Comparable ownership rows
50 of 50
Meaning: Rows with safely comparable ownership %
Latest 13D/G holder
BlackRock, Inc.
Source: Latest parsed Schedule 13D/G stake
Latest parsed ownership date
15 May 2026
Freshness: Most recent filing date in this holder set
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0000914208
Issuer location
Atlanta, GA

Ownership snapshot

Top shareholders of Invesco Ltd. (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
BlackRock, Inc.
Disclosed value leader
MASSACHUSETTS MUTUAL LIFE...
Comparable rows
50/50
Latest evidence
15 May 2026
13F 13D/G 3/4/5 Lead comparable stake: 8.1% 13D/G row: BlackRock, Inc. Showing 1-8 of 50 holder rows.

Quick read

BlackRock, Inc. leads the comparable SEC ownership view at 8.1%.

50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens BlackRock, Inc.'s linked filing trail.
Comparable ownership Top 5
BlackRock, Inc. 8.1%
VANGUARD CAPITAL MANAGEMENT LLC 7.2%
MILLENNIUM MANAGEMENT LLC 4.9%
TRIAN FUND MANAGEMENT, L.P. 4.6%
G. Richard Wagoner Jr. 0.03%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-8 of 50 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
BlackRock, Inc.
13F 13D/G
Company
13F 13D/G
8.1%
from 13D/G
$941,184,574
38,747,821 shares
 — 31 Mar 2026
VANGUARD CAPITAL MANAGEMENT LLC
13D/G 13F
Vanguard Capital Management · Company
13D/G 13F
7.2%
$770,986,801
31,740,914 shares
 $0 31 Mar 2026
MILLENNIUM MANAGEMENT LLC
13D/G 13F
Company
13D/G 13F
4.9%
$573,959,727
21,848,486 shares
 -$113,186,055 31 Dec 2025
TRIAN FUND MANAGEMENT, L.P.
3/4/5 13D/G 13F
10%+ Owner · Nelson Peltz · Company
3/4/5 13D/G 13F
4.6%
from 13D/G
$723,073,473
45,419,188 shares
 — 27 Jan 2023
G. Richard Wagoner Jr.
3/4/5
Director
3/4/5
0.03%
$2,984,512
122,870 shares
 — 15 May 2026
Sarah Beshar
3/4/5
Director
3/4/5
0.03%
$2,797,381
115,166 shares
 — 15 May 2026
Phoebe A. Wood
3/4/5
Director
3/4/5
0.02%
$2,674,600
110,111 shares
 — 15 May 2026
Nigel Sheinwald
3/4/5
Director
3/4/5
0.02%
$2,476,802
101,968 shares
 — 15 May 2026
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Forms 3/4/5 flow

Insider trading overview

Net insider flow leans to selling over the last 12 months. Net value: -$6,051,542.

Buys
$0
Insiders: 0
Sells
$6,051,542
Insiders: 2
Net
-$6,051,542
Shares: -263,192
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 0 Shares: 263,192
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 0 0 $0 $0 $0
3-6 0 0 $0 $0 $0
6-9 0 160,000 $0 $3,768,832 -$3,768,832
9-12 0 103,192 $0 $2,282,710 -$2,282,710

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-20 of 34 reporting-owner rows connected to Invesco Ltd.. Open a relationship link for the CIK-to-CIK filing trail.

Rows
34
Largest Forms 3/4/5 holder
MM Asset Management Holding LLC
Net 12M change
-$6,051,542
Latest report
15 May 2026
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
MM Asset Management Holding LLC 10%+ Owner $1,294,810,518 Mixed 13 Jun 2022
MASSACHUSETTS MUTUAL LIFE INSURANCE CO 10%+ Owner $1,268,460,053 Mixed 01 Nov 2021
Nelson Peltz Director $723,813,037 Mixed 13 Dec 2021
Edward P. Garden Director $723,813,037 Mixed 13 Dec 2021
TRIAN FUND MANAGEMENT, L.P. 10%+ Owner $723,073,473 Mixed 27 Jan 2023
Martin L. Flanagan President & CEO, Director $64,108,964 Mixed 28 Feb 2023
Andrew Schlossberg President and CEO, Director $23,600,255 Mixed 28 Feb 2026
Andrew Tak Shing Lo Senior Managing Director $22,521,256 Mixed 28 Feb 2026
Kevin M. Carome SMD and General Counsel $9,965,872 Mixed 28 Feb 2022
Laura Allison Dukes Chief Financial Officer $8,987,773 Mixed 28 Feb 2026
Gregory McGreevey Senior Managing Director $4,145,616 Mixed 08 Mar 2022
Jeffrey H. Kupor Senior Managing Director $3,986,793 Mixed 28 Feb 2026
Tony Wong Senior Managing Director $3,334,258 Mixed 28 Feb 2026
G. Richard Wagoner Jr. Director $2,984,512 Median 15 May 2026
Sarah Beshar Director $2,797,381 Median 15 May 2026
Mark F. Giuliano SMD & Chief Adm Officer $2,730,442 Mixed 28 Feb 2024
Phoebe A. Wood Director $2,674,600 Median 15 May 2026
Nigel Sheinwald Director $2,476,802 Median 15 May 2026
Colin Meadows Senior Managing Director $2,164,117 Mixed 04 Nov 2021
William Francis Glavin Jr. Director $1,969,530 Median 15 May 2026

Recent insider transactions for Invesco Ltd.

Showing up to 300 recent insider transactions from the last 12 months.

Insider Symbol Class Transaction % SEC-reported value SEC-reported price Shares Shares owned Date Ownership
Phoebe A. Wood IVZ Common Shares Award 7.95% 8,112 110,111 15 May 2026 Direct
Christopher C. Womack IVZ Common Shares Award 15.7% 8,112 59,917 15 May 2026 Direct
G. Richard Wagoner Jr. IVZ Common Shares Award 8.13% 8,112 107,870 15 May 2026 Direct
Paula Tolliver IVZ Common Shares Award 14% 8,112 66,273 15 May 2026 Direct
Nigel Sheinwald IVZ Common Shares Award 8.64% 8,112 101,968 15 May 2026 Direct
Elizabeth S. Johnson IVZ Common Shares Award 20% 8,112 48,770 15 May 2026 Direct
William Francis Glavin Jr. IVZ Common Shares Award 11.1% 8,112 81,084 15 May 2026 Direct
Thomas P. Gibbons IVZ Common Shares Award 20.8% 8,112 47,202 15 May 2026 Direct
Thomas M. Finke IVZ Common Shares Award 14.4% 8,112 64,238 15 May 2026 Direct
Sarah Beshar IVZ Common Shares Award 7.58% 8,112 115,166 15 May 2026 Direct
Alan Leonard Smith IVZ Common Shares Tax liability -21% -3,849 14,489 13 Mar 2026 Direct
Alan Leonard Smith IVZ Common Shares Award 89.1% 8,641 18,338 13 Mar 2026 Direct
Alan Leonard Smith IVZ Restricted Stock Units Options Exercise -50% -8,641 8,641 13 Mar 2026 Direct
Terry Vacheron IVZ Common Shares Tax liability -12.7% -2,852 19,569 28 Feb 2026 Direct
Terry Vacheron IVZ Common Shares Award 27.2% 4,798 22,421 28 Feb 2026 Direct
Terry Vacheron IVZ Restricted Stock Units Award 8,187 8,187 28 Feb 2026 Direct
Terry Vacheron IVZ Restricted Stock Units Options Exercise -48.6% -4,798 5,069 28 Feb 2026 Direct
Alan Leonard Smith IVZ Common Shares Tax liability -29.3% -4,014 9,697 28 Feb 2026 Direct
Alan Leonard Smith IVZ Common Shares Award 187.1% 8,936 13,711 28 Feb 2026 Direct
Alan Leonard Smith IVZ Restricted Stock Units Award 32,202 32,202 28 Feb 2026 Direct
Alan Leonard Smith IVZ Restricted Stock Units Options Exercise -25% -8,936 26,808 28 Feb 2026 Direct
Douglas J. Sharp IVZ Common Shares Tax liability -35.1% -21,685 40,115 28 Feb 2026 Direct
Douglas J. Sharp IVZ Common Shares Award 294.6% 46,138 61,800 28 Feb 2026 Direct
Douglas J. Sharp IVZ Restricted Stock Units Award 80,969 80,969 28 Feb 2026 Direct
Andrew Schlossberg IVZ Common Shares Tax liability -9.47% -94,002 898,715 28 Feb 2026 Direct
Andrew Schlossberg IVZ Common Shares Award 21.9% 178,634 992,717 28 Feb 2026 Direct
Andrew Schlossberg IVZ Restricted Stock Units Award 189,127 189,127 28 Feb 2026 Direct
Andrew Schlossberg IVZ Restricted Stock Units Options Exercise -53.3% -97,664 85,497 28 Feb 2026 Direct
Andrew Tak Shing Lo IVZ Common Shares Award 21.8% 150,267 839,093 28 Feb 2026 Direct
Andrew Tak Shing Lo IVZ Restricted Stock Units Award 77,370 77,370 28 Feb 2026 Direct
Andrew Tak Shing Lo IVZ Restricted Stock Units Options Exercise -100% -66,848 0 28 Feb 2026 Direct
Jeffrey H. Kupor IVZ Common Shares Tax liability -4.49% -7,130 151,820 28 Feb 2026 Direct
Jeffrey H. Kupor IVZ Common Shares Award 7.54% 11,143 158,950 28 Feb 2026 Direct
Jeffrey H. Kupor IVZ Restricted Stock Units Award 35,343 35,343 28 Feb 2026 Direct
Jeffrey H. Kupor IVZ Restricted Stock Units Options Exercise -52.7% -11,143 10,007 28 Feb 2026 Direct
Shannon A. Johnston IVZ Common Shares Tax liability -13.8% -3,970 24,846 28 Feb 2026 Direct
Shannon A. Johnston IVZ Common Shares Award 44.8% 8,913 28,816 28 Feb 2026 Direct
Shannon A. Johnston IVZ Restricted Stock Units Award 37,825 37,825 28 Feb 2026 Direct
Shannon A. Johnston IVZ Restricted Stock Units Options Exercise -25% -8,913 26,739 28 Feb 2026 Direct
Laura Allison Dukes IVZ Common Shares Tax liability -14.5% -58,064 342,261 28 Feb 2026 Direct
Laura Allison Dukes IVZ Common Shares Award 36.6% 107,152 400,325 28 Feb 2026 Direct
Laura Allison Dukes IVZ Restricted Stock Units Award 73,257 73,257 28 Feb 2026 Direct
Laura Allison Dukes IVZ Restricted Stock Units Options Exercise -55.5% -44,021 35,317 28 Feb 2026 Direct
Stephanie Butcher IVZ Common Shares Tax liability -30.9% -9,237 20,618 28 Feb 2026 Direct
Stephanie Butcher IVZ Restricted Stock Units Award 66,317 66,317 28 Feb 2026 Direct
Tony Wong IVZ Common Shares Tax liability -12.3% -17,854 126,971 28 Feb 2026 Direct
Tony Wong IVZ Common Shares Award 28.3% 31,955 144,825 28 Feb 2026 Direct
Tony Wong IVZ Restricted Stock Units Award 66,317 66,317 28 Feb 2026 Direct
Tony Wong IVZ Restricted Stock Units Options Exercise -51% -31,955 30,687 28 Feb 2026 Direct
Tony Wong IVZ Common Shares Tax liability -26.2% -40,113 112,870 06 Feb 2026 Direct
* marks a reported price that did not pass the local price check.
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