IVZ: Invesco Ltd. insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 0 sales totaling - in the last 180 days.
Activist and 5% holders
| Filed | What | Holder | Stake | Change | Filing |
|---|---|---|---|---|---|
| 2026-08-10 | Fell below 5% | Integrated Core Strategies (US) LLC | 3.90% | SEC |
Institutional ownership (Q2 2026)
672 institutions reported holding $10.84B of Invesco Ltd. on Form 13F (640 the quarter before). 97 opened a new position and 63 sold out. Shares held by institutions: +1%.
| Largest holders | Shares | Value |
|---|---|---|
| MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 81,332,319 | $2.15B |
| BlackRock, Inc. | 38,713,707 | $1.02B |
| VANGUARD CAPITAL MANAGEMENT LLC | 28,104,027 | $741.67M |
| DIMENSIONAL FUND ADVISORS LP | 21,716,982 | $573.11M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 18,458,992 | $487.13M |
| STATE STREET CORP | 16,793,008 | $443.17M |
| MILLENNIUM MANAGEMENT LLC | 15,689,569 | $414.05M |
| AQR CAPITAL MANAGEMENT LLC | 12,604,180 | $332.62M |
| GEODE CAPITAL MANAGEMENT, LLC | 12,503,038 | $329.39M |
| GOLDMAN SACHS GROUP INC | 11,149,168 | $294.23M |
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