Quick Takeaways
- IVZ - Invesco Ltd. has 34 insiders with reported activity on this page.
- Net insider value flow over the last year: -$6,051,542.
- Recent transaction rows are available for direct filing-level review.
Insider Transactions Reported by 34 Insiders of Invesco Ltd.
- Symbol
- IVZ on NYSE
- Location
- Atlanta, GA
What Changed
- Buy value: ; sell value: $6,051,542.
- Net share flow: -263,192.
Why This Matters
- This page gives a plain-language issuer insider context before you inspect transaction-level evidence.
- Use the filing links below to verify timestamps, codes, and ownership impacts directly from SEC forms.
Source Evidence
Filed on Form 4
See Original Filing
Issuer insider activity is sourced from SEC Forms 3, 4, and 5.
Insider trading overview
Last 12 monthsNet insider flow leans to selling over the last 12 months. Net value: -$6,051,542.
Buys
$0
Shares: 0
Insiders: 0
Sells
$6,051,542
Shares: 263,192
Insiders: 2
Net
-$6,051,542
Shares: -263,192
Insiders: -2
| Window (months) | Buy shares | Sell shares | Buy $ | Sell $ | Net $ |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 263,192 | $0 | $6,051,542 | -$6,051,542 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Invesco Ltd. executives and other stock owners filed with the SEC include:
| 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 | ||
| Mark F. Giuliano | SMD & Chief Adm Officer | $2,730,442 | Mixed | 28 Feb 2024 | ||
| Colin Meadows | Senior Managing Director | $2,164,117 | Mixed | 04 Nov 2021 | ||
| Annette Lege | Chief Accounting Officer | $1,753,477 | Mixed | 28 Feb 2022 | ||
| G. Richard Wagoner Jr. | Director | $1,599,726 | Mixed | 15 May 2025 | ||
| Sarah Beshar | Director | $1,492,073 | Mixed | 15 May 2025 | ||
| Denis Kessler | Director | $1,478,490 | Mixed | 15 May 2023 | ||
| Jennifer Krevitt | SMD & Chief HR Officer | $1,450,630 | Mixed | 03 Jul 2023 | ||
| Phoebe A. Wood | Director | $1,421,868 | Mixed | 15 May 2025 | ||
| Nigel Sheinwald | Director | $1,308,352 | Mixed | 15 May 2025 | ||
| C. Robert Henrikson | Director | $1,293,723 | Mixed | 15 May 2022 | ||
| Douglas J. Sharp | Senior Managing Director | $1,053,419 | -$3,768,832 | -78% | Mixed | 28 Feb 2026 |
| William Francis Glavin Jr. | Director | $1,017,229 | Mixed | 15 May 2025 | ||
| Paula Tolliver | Director | $810,762 | Mixed | 15 May 2025 | ||
| Thomas M. Finke | Director | $782,396 | Mixed | 15 May 2025 | ||
| Christopher C. Womack | Director | $722,161 | Mixed | 15 May 2025 | ||
| Shannon A. Johnston | SMD and CIOO | $652,455 | Mixed | 28 Feb 2026 | ||
| Elizabeth S. Johnson | Director | $566,772 | Mixed | 15 May 2025 | ||
| Thomas P. Gibbons | Director | $544,914 | Mixed | 15 May 2025 | ||
| Stephanie Butcher | Senior Managing Director | $541,428 | -$2,282,710 | -81% | Mixed | 28 Feb 2026 |
| Terry Vacheron | Chief Accounting Officer | $513,881 | Mixed | 28 Feb 2026 | ||
| Alan Leonard Smith | SMD and CHRO | $384,248 | Mixed | 13 Mar 2026 |
Top shareholders of Invesco Ltd. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| MASSACHUSETTS MUTUAL LIFE INSURANCE CO |
13F
3/4/5
|
Company · 10%+ Owner |
18%
|
81,332,319
|
$1,975,562,029 | — | 31 Mar 2026 | |
| MM Asset Management Holding LLC |
3/4/5
|
10%+ Owner |
—
class O/S missing
|
81,332,319
|
$1,294,810,518 | — | 13 Jun 2022 | |
| BlackRock, Inc. |
13F
13D/G
|
Company |
8.1%
from 13D/G
|
38,747,821
|
$941,184,574 | — | 31 Mar 2026 | |
| VANGUARD CAPITAL MANAGEMENT LLC |
13D/G
13F
|
Vanguard Capital Management · Company |
7.2%
|
31,740,914
|
$770,986,801 | $0 | 31 Mar 2026 | |
| Edward P. Garden |
3/4/5
|
Director |
—
class O/S missing
|
45,465,643
|
$723,813,037 | — | 13 Dec 2021 | |
| Nelson Peltz |
3/4/5
|
Director |
—
class O/S missing
|
45,465,643
|
$723,813,037 | — | 13 Dec 2021 | |
| TRIAN FUND MANAGEMENT, L.P. |
3/4/5
13D/G
13F
|
10%+ Owner · Nelson Peltz · Company |
4.6%
from 13D/G
|
45,419,188
|
$723,073,473 | — | 27 Jan 2023 | |
| MILLENNIUM MANAGEMENT LLC |
13D/G
13F
|
Company |
4.9%
|
21,848,486
|
$573,959,727 | -$113,186,055 | 31 Dec 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
4.8%
|
21,361,119
|
$518,835,748 | — | 31 Mar 2026 | |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
13F
|
Company |
4.3%
|
19,262,823
|
$467,893,971 | — | 31 Mar 2026 | |
| STATE STREET CORP |
13F
|
Company |
3.8%
|
16,705,078
|
$405,766,345 | — | 31 Mar 2026 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.9%
|
12,841,194
|
$311,419,807 | — | 31 Mar 2026 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
2.8%
|
12,524,431
|
$299,584,396 | — | 31 Mar 2026 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
2.7%
|
12,117,718
|
$294,341,000 | — | 31 Mar 2026 | |
| Invesco Ltd. |
13F
|
Company |
2.4%
|
10,558,025
|
$256,454,427 | — | 31 Mar 2026 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
2.4%
|
10,543,893
|
$256,111,171 | — | 31 Mar 2026 | |
| MORGAN STANLEY |
13F
|
Company |
1.8%
|
7,969,702
|
$193,584,148 | — | 31 Mar 2026 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.4%
|
6,006,801
|
$145,905,197 | — | 31 Mar 2026 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
1.1%
|
4,815,122
|
$126,493,255 | — | 31 Mar 2026 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1%
|
4,446,841
|
$108,013,768 | — | 31 Mar 2026 | |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. |
13F
|
Company |
0.79%
|
3,523,492
|
$85,586,000 | — | 31 Mar 2026 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.77%
|
3,431,694
|
$83,355,830 | — | 31 Mar 2026 | |
| MACQUARIE GROUP LTD |
13F
|
Company |
0.75%
|
3,335,304
|
$81,014,534 | — | 31 Mar 2026 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
0.67%
|
2,970,869
|
$72,162,408 | — | 31 Mar 2026 | |
| UBS Group AG |
13F
|
Company |
0.65%
|
2,880,261
|
$69,961,539 | — | 31 Mar 2026 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.6%
|
2,654,290
|
$64,472,691 | — | 31 Mar 2026 | |
| Martin L. Flanagan |
3/4/5
|
President & CEO, Director |
—
class O/S missing
|
4,026,945
|
$64,108,964 | — | 28 Feb 2023 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
0.58%
|
2,585,048
|
$62,790,816 | — | 31 Mar 2026 | |
| VANGUARD FIDUCIARY TRUST CO |
13F
|
Company |
0.56%
|
2,468,123
|
$59,950,708 | — | 31 Mar 2026 | |
| BARCLAYS PLC |
13F
|
Company |
0.54%
|
2,396,056
|
$58,200,199 | — | 31 Mar 2026 | |
| LOS ANGELES CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.47%
|
2,095,572
|
$50,901,444 | — | 31 Mar 2026 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.45%
|
1,987,429
|
$48,274,650 | — | 31 Mar 2026 | |
| Nuveen, LLC |
13F
|
Company |
0.44%
|
1,950,118
|
$47,368,367 | — | 31 Mar 2026 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.41%
|
1,824,137
|
$44,308,280 | — | 31 Mar 2026 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.4%
|
1,797,384
|
$43,658,862 | — | 31 Mar 2026 | |
| CITIGROUP INC |
13F
|
Company |
0.38%
|
1,699,438
|
$41,279,350 | — | 31 Mar 2026 | |
| Point72 Asset Management, L.P. |
13F
|
Company |
0.36%
|
1,603,062
|
$38,938,376 | — | 31 Mar 2026 | |
| Quantinno Capital Management LP |
13F
|
Company |
0.35%
|
1,574,728
|
$38,250,155 | — | 31 Mar 2026 | |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
13F
|
Company |
0.34%
|
1,515,077
|
$35,835,594 | — | 31 Mar 2026 | |
| SEI INVESTMENTS CO |
13F
|
Company |
0.31%
|
1,396,191
|
$35,680,706 | — | 31 Mar 2026 | |
| Fisher Asset Management, LLC |
13F
|
Company |
0.33%
|
1,461,487
|
$35,499,526 | — | 31 Mar 2026 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.33%
|
1,479,666
|
$34,461,441 | — | 31 Mar 2026 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP |
13F
|
Company |
0.29%
|
1,287,348
|
$31,269,683 | — | 31 Mar 2026 | |
| WEDGE CAPITAL MANAGEMENT L L P/NC |
13F
|
Company |
0.28%
|
1,236,013
|
$30,022,756 | — | 31 Mar 2026 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.28%
|
1,223,526
|
$29,719,445 | — | 31 Mar 2026 | |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. |
13F
|
Company |
0.27%
|
1,204,285
|
$29,252,083 | — | 31 Mar 2026 | |
| LETKO, BROSSEAU & ASSOCIATES INC |
13F
|
Company |
0.27%
|
1,198,263
|
$29,105,808 | — | 31 Mar 2026 | |
| Allianz Asset Management GmbH |
13F
|
Company |
0.27%
|
1,181,971
|
$28,710,076 | — | 31 Mar 2026 | |
| Alyeska Investment Group, L.P. |
13F
|
Company |
0.26%
|
1,167,558
|
$28,359,984 | — | 31 Mar 2026 | |
| Delta Global Management LP |
13F
|
Company |
0.25%
|
1,122,257
|
$27,259,623 | — | 31 Mar 2026 |
Recent Insider Transactions by Companies or Individuals for Invesco Ltd.
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | ||
| Douglas J. Sharp | IVZ | Common Shares | Tax liability | -46.7% | -13,719 | 15,662 | 15 Jan 2026 | Direct | ||
| Douglas J. Sharp | IVZ | Common Shares | Award | 15202.6% | 29,189 | 29,381 | 15 Jan 2026 | Direct | ||
| Douglas J. Sharp | IVZ | Restricted Stock Units | Options Exercise | -33.3% | -29,189 | 58,377 | 15 Jan 2026 | Direct | ||
| Andrew Schlossberg | IVZ | Common Shares | Gift | -2.26% | -18,800 | 814,083 | 11 Dec 2025 | Direct | ||
| Douglas J. Sharp | IVZ | Common Shares | Sale | -99.9% | $3,768,832 | $23.56 | -160,000 | 192 | 31 Oct 2025 | Direct |
| Shannon A. Johnston | IVZ | Common Shares | Tax liability | -29.5% | -8,345 | 19,903 | 16 Oct 2025 | Direct | ||
| Shannon A. Johnston | IVZ | Common Shares | Award | 28,248 | 28,248 | 16 Oct 2025 | Direct | |||
| Shannon A. Johnston | IVZ | Restricted Stock Units | Options Exercise | -25% | -28,248 | 84,746 | 16 Oct 2025 | Direct | ||
| Stephanie Butcher | IVZ | Common Shares | Sale | -77.6% | $2,282,710 | $22.12 | -103,192 | 29,855 | 10 Sep 2025 | Direct |
| Douglas J. Sharp | IVZ | Common Shares | Tax liability | -16.5% | -26,591 | 134,837 | 31 Aug 2025 | Direct |
* An asterisk sign (*) next to the price indicates that the price is likely invalid.