Institutional shares held 318 Million
1.89M calls
4.21M puts
Total value of holdings $4.43B
$26.4M calls
$58.7M puts
Market Cap $6.34B
454,800,000 Shares Out.
Institutional ownership 70.0%
# of Institutions 574


Latest Institutional Activity in IVZ

Top Purchases

Q1 2025
Principal Financial Group Inc Shares Held: 1.4M ($19.5M)
Q1 2025
Rhumbline Advisers Shares Held: 790K ($11M)
Q1 2025
Tounjian Advisory Partners, LLC Shares Held: 62.8K ($875K)
Q1 2025
Whipplewood Advisors, LLC Shares Held: 59.5K ($829K)
Q1 2025
Teacher Retirement System Of Texas Shares Held: 55.6K ($774K)

Top Sells

Q1 2025
Gamma Investing LLC Shares Held: 22.6K ($315K)
Q1 2025
Olstein Capital Management, L.P. Shares Held: 380K ($5.29M)
Q1 2025
Bessemer Group Inc Shares Held: 6.31K ($87.9K)
Q1 2025
Asset Management One Co., Ltd. Shares Held: 13.1K ($182K)
Q1 2025
Wealthcare Capital Management LLC Shares Held: 598K ($8.32M)

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

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
456K Shares
From 19 Insiders
Grant, award, or other acquisition 378K shares
Exercise of conversion of derivative security 78.7K shares
Sell / Disposition
229K Shares
From 9 Insiders
Payment of exercise price or tax liability 199K shares
Bona fide gift 30.7K shares

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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