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 | 160,000 | $0 | $3,768,832 | -$3,768,832 |
| 6-9 | 0 | 103,192 | $0 | $2,282,710 | -$2,282,710 |
| 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
|
$2,136,600,020 | — | 31 Dec 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
12%
|
52,965,761
|
$1,391,410,541 | — | 31 Dec 2025 | |
| 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
|
38,956,628
|
$1,023,390,626 | — | 31 Dec 2025 | |
| 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 | |
| STATE STREET CORP |
13F
|
Company |
4.8%
|
21,541,382
|
$565,892,105 | — | 31 Dec 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
4.7%
|
20,764,685
|
$545,492,086 | — | 31 Dec 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.5%
|
10,925,140
|
$286,470,121 | — | 31 Dec 2025 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
2%
|
8,882,863
|
$233,352,811 | — | 31 Dec 2025 | |
| Invesco Ltd. |
13F
|
Company |
2%
|
8,770,121
|
$230,391,080 | — | 31 Dec 2025 | |
| MORGAN STANLEY |
13F
|
Company |
1.6%
|
7,338,776
|
$192,789,690 | — | 31 Dec 2025 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
1.5%
|
6,729,393
|
$176,782,000 | — | 31 Dec 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
1.4%
|
6,424,969
|
$168,783,931 | — | 31 Dec 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.3%
|
6,007,833
|
$157,825,772 | — | 31 Dec 2025 | |
| Fisher Asset Management, LLC |
13F
|
Company |
1.2%
|
5,508,744
|
$144,714,726 | — | 31 Dec 2025 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
1.1%
|
4,808,093
|
$126,308,603 | — | 31 Dec 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.98%
|
4,376,599
|
$114,973,256 | — | 31 Dec 2025 | |
| SAMLYN CAPITAL, LLC |
13F
|
Company |
0.94%
|
4,211,041
|
$110,624,046 | — | 31 Dec 2025 | |
| NORGES BANK |
13F
|
Company |
0.88%
|
3,902,656
|
$102,522,773 | — | 31 Dec 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.73%
|
3,249,634
|
$85,367,870 | — | 31 Dec 2025 | |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. |
13F
|
Company |
0.71%
|
3,150,958
|
$82,776,000 | — | 31 Dec 2025 | |
| MACQUARIE GROUP LTD |
13F
|
Company |
0.67%
|
2,979,258
|
$78,265,108 | — | 31 Dec 2025 | |
| UBS Group AG |
13F
|
Company |
0.64%
|
2,841,830
|
$74,654,874 | — | 31 Dec 2025 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.59%
|
2,634,866
|
$69,217,930 | — | 31 Dec 2025 | |
| Holocene Advisors, LP |
13F
|
Company |
0.55%
|
2,467,939
|
$64,832,758 | — | 31 Dec 2025 | |
| Martin L. Flanagan |
3/4/5
|
President & CEO, Director |
—
class O/S missing
|
4,026,945
|
$64,108,964 | — | 28 Feb 2023 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
0.52%
|
2,314,357
|
$60,798,158 | — | 31 Dec 2025 | |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
13F
|
Company |
0.43%
|
1,921,158
|
$54,276,175 | — | 31 Dec 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.46%
|
2,058,493
|
$54,076,604 | — | 31 Dec 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.45%
|
2,020,822
|
$53,087,197 | — | 31 Dec 2025 | |
| Amundi |
13F
|
Individual |
0.45%
|
2,014,800
|
$52,928,796 | — | 31 Dec 2025 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.44%
|
1,978,717
|
$51,980,895 | — | 31 Dec 2025 | |
| Nuveen, LLC |
13F
|
Company |
0.44%
|
1,959,814
|
$51,484,313 | — | 31 Dec 2025 | |
| Point72 Asset Management, L.P. |
13F
|
Company |
0.42%
|
1,863,564
|
$48,955,826 | — | 31 Dec 2025 | |
| LETKO, BROSSEAU & ASSOCIATES INC |
13F
|
Company |
0.35%
|
1,575,463
|
$41,387,413 | — | 31 Dec 2025 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
0.33%
|
1,464,827
|
$38,481,005 | — | 31 Dec 2025 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP |
13F
|
Company |
0.32%
|
1,446,694
|
$38,004,651 | — | 31 Dec 2025 | |
| BNP PARIBAS FINANCIAL MARKETS |
13F
|
Company |
0.32%
|
1,425,528
|
$37,448,621 | — | 31 Dec 2025 | |
| Allianz Asset Management GmbH |
13F
|
Company |
0.31%
|
1,382,177
|
$36,309,790 | — | 31 Dec 2025 | |
| CITIGROUP INC |
13F
|
Company |
0.31%
|
1,362,976
|
$35,805,379 | — | 31 Dec 2025 | |
| Delta Global Management LP |
13F
|
Company |
0.3%
|
1,336,596
|
$35,112,377 | — | 31 Dec 2025 | |
| Quantinno Capital Management LP |
13F
|
Company |
0.28%
|
1,268,515
|
$33,323,902 | — | 31 Dec 2025 | |
| WEDGE CAPITAL MANAGEMENT L L P/NC |
13F
|
Company |
0.28%
|
1,265,865
|
$33,254,274 | — | 31 Dec 2025 | |
| BARCLAYS PLC |
13F
|
Company |
0.27%
|
1,206,803
|
$31,702,713 | — | 31 Dec 2025 | |
| SEI INVESTMENTS CO |
13F
|
Company |
0.26%
|
1,164,265
|
$30,793,517 | — | 31 Dec 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.25%
|
1,123,830
|
$29,523,030 | — | 31 Dec 2025 | |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. |
13F
|
Company |
0.25%
|
1,117,152
|
$29,347,583 | — | 31 Dec 2025 |
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.