Invesco Ltd. IVZ
We take great care to ensure that the data presented and summarized in this overview for Invesco Ltd. is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding IVZ
View all-
Black Rock Inc. New York, NY54.2MShares$755 Million0.02% of portfolio
-
Vanguard Group Inc Valley Forge, PA51.5MShares$717 Million0.02% of portfolio
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Nelson Peltz Trian Fund Management, L.P. | New York, Ny23.2MShares$323 Million12.7% of portfolio
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State Street Corp Boston, MA21.6MShares$301 Million0.02% of portfolio
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Dimensional Fund Advisors LP Austin, TX20.1MShares$280 Million0.09% of portfolio
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Geode Capital Management, LLC Boston, MA10.4MShares$145 Million0.01% of portfolio
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Aqr Capital Management LLC Greenwich, CT8.15MShares$113 Million0.19% of portfolio
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Israel Englander Millennium Management LLC | New York, Ny7.24MShares$101 Million0.07% of portfolio
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Alliancebernstein L.P. New York, NY6.38MShares$88.9 Million0.04% of portfolio
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Northern Trust Corp Chicago, IL6.36MShares$88.6 Million0.02% of portfolio
Latest Institutional Activity in IVZ
Top Purchases
Top Sells
About IVZ
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 December 1935 and is based in Atlanta, Georgia with an additional office in Hamilton, Bermuda.
Insider Transactions at IVZ
Insider Transaction List
View allDate | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
---|---|---|---|---|---|
Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
Mar 15
2025
|
Alan Leonard Smith SMD and CHRO |
SELL
Payment of exercise price or tax liability
|
Direct |
3,866
-44.74%
|
$57,990
$15.28 P/Share
|
Mar 15
2025
|
Alan Leonard Smith SMD and CHRO |
BUY
Grant, award, or other acquisition
|
Direct |
8,641
+50.0%
|
-
|
Feb 28
2025
|
Andrew Schlossberg President and CEO |
SELL
Payment of exercise price or tax liability
|
Direct |
46,117
-5.25%
|
$783,989
$17.39 P/Share
|
Feb 28
2025
|
Andrew Schlossberg President and CEO |
BUY
Grant, award, or other acquisition
|
Direct |
59,355
+3.29%
|
-
|
Feb 28
2025
|
Laura Allison Dukes Chief Financial Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
27,606
-7.76%
|
$469,302
$17.39 P/Share
|
Feb 28
2025
|
Laura Allison Dukes Chief Financial Officer |
BUY
Grant, award, or other acquisition
|
Direct |
30,463
+4.19%
|
-
|
Feb 28
2025
|
Andrew Tak Shing Lo Senior Managing Director |
BUY
Exercise of conversion of derivative security
|
Direct |
78,663
+2.34%
|
-
|
Feb 28
2025
|
Stephanie Butcher Senior Managing Director |
SELL
Payment of exercise price or tax liability
|
Direct |
12,514
-10.27%
|
$212,738
$17.39 P/Share
|
Feb 28
2025
|
Jeffrey H Kupor Senior Managing Director |
SELL
Payment of exercise price or tax liability
|
Direct |
5,334
-3.48%
|
$90,678
$17.39 P/Share
|
Feb 28
2025
|
Jeffrey H Kupor Senior Managing Director |
BUY
Grant, award, or other acquisition
|
Direct |
5,003
+3.16%
|
-
|
Feb 28
2025
|
Terry Vacheron Chief Accounting Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
1,817
-9.35%
|
$30,889
$17.39 P/Share
|
Feb 28
2025
|
Terry Vacheron Chief Accounting Officer |
BUY
Grant, award, or other acquisition
|
Direct |
2,534
+11.53%
|
-
|
Feb 28
2025
|
Tony Wong Senior Managing Director |
SELL
Payment of exercise price or tax liability
|
Direct |
12,209
-7.39%
|
$207,553
$17.39 P/Share
|
Feb 28
2025
|
Tony Wong Senior Managing Director |
BUY
Grant, award, or other acquisition
|
Direct |
15,343
+8.5%
|
-
|
Feb 28
2025
|
Douglas J Sharp Senior Managing Director |
SELL
Payment of exercise price or tax liability
|
Direct |
4,330
-3.22%
|
$73,610
$17.39 P/Share
|
Feb 28
2025
|
Douglas J Sharp Senior Managing Director |
BUY
Grant, award, or other acquisition
|
Direct |
9,212
+6.41%
|
-
|
Jan 15
2025
|
Douglas J Sharp Senior Managing Director |
SELL
Payment of exercise price or tax liability
|
Direct |
13,719
-9.87%
|
$233,223
$17.05 P/Share
|
Jan 15
2025
|
Douglas J Sharp Senior Managing Director |
BUY
Grant, award, or other acquisition
|
Direct |
29,188
+17.35%
|
-
|
Oct 25
2024
|
Laura Allison Dukes Chief Financial Officer |
SELL
Bona fide gift
|
Direct |
30,727
-8.64%
|
-
|
Aug 31
2024
|
Andrew Schlossberg President and CEO |
SELL
Payment of exercise price or tax liability
|
Direct |
10,790
-1.3%
|
$183,430
$17.09 P/Share
|
Last 12 Months Summary
Grant, award, or other acquisition | 378K shares |
---|---|
Exercise of conversion of derivative security | 78.7K shares |
Payment of exercise price or tax liability | 199K shares |
---|---|
Bona fide gift | 30.7K shares |