Skip to content

Invesco

US · IVZ #1217 by market cap Listed 1970
30.50 +0.12 +0.40%
Live - 5344 symbols - heartbeat 132s ago · 2026-10-07 20:02
After-hours 30.40 -0.33%
Market cap
13.47B
P/B
1.35
EPS
-1.60
Reader sentiment Are you bullish or bearish on IVZ?

Anonymous reader poll. Unscientific, not investment advice.

✦ Quant Ownership Signal how this is computed

Mixed / stable
  • The number of reporting institutions decreased by 1 in the most recent period (2026/Q3).
  • Total institutional ownership (as a % of shares) was little changed.

Institutional ownership

Held by institutions
98.22% +0.08pp
Institutions
802 -1
As of
2026/Q3 vs. prior period

Ownership vs. money flow

Diverging

Institutions added shares last reporting period, and the stock has seen net outflows in main-fund flow over the last 20 trading sessions - the two are pointing in different directions.

Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.

Holder types

Mutual Fund60.19%
Private Company20.16%
Hedge Fund10.74%
Public Company3.69%
Government Pension Fund1.59%
Sovereign Wealth Fund1.18%
Individual/Insider0.69%
Family Office/Trust0.33%
Insurance Company0.19%
Other1.25%

Top holders

Massachusetts Mutual Life Insurance Company 18.44%
BlackRock 8.77%
Vanguard Capital Management, LLC 6.92%
Dimensional Fund Advisors 4.92%
Vanguard Portfolio Management, LLC 4.18%
State Street Global Advisors 3.80%
Millennium Management LLC 3.55%
Geode Capital Management, LLC 2.83%
AQR Capital Management 2.79%
T. Rowe Price Group, Inc. 2.40%

Bar length is relative to the largest holder shown here, not to 100% of the company.

Insiders

50 filings tracked · 29 buys · 21 sells

NameRoleStake
Massachusetts Mutual Life Insurance Company -- 18.44%
Andrew Tak Lo Senior MD & Chief Executive Officer, Asia Pacific 0.18%
Andrew Schlossberg Chief Executive Officer 0.17%
Laura Dukes Senior MD & CFO 0.06%
Tony Wong Senior MD & Co-Head of Investment 0.03%
Jeffrey Kupor Senior MD & General Counsel 0.03%
G. Wagoner Chairperson and Non-Executive Director 0.03%
Sarah Beshar Independent Non-Executive Director 0.03%
Phoebe Wood Independent Non-Executive Director 0.02%
Nigel Sheinwald Independent Non-Executive Director 0.02%

Insider transactions most recent Form 4 filings

DateNameRoleTypeSharesPrice
2026-09-10 Phoebe Wood Independent Non-Executive Director Open Market Disposition -3,000 $32.44
2026-09-08 Andrew Tak Lo Senior MD & Chief Executive Officer, Asia Pacific Open Market Disposition -143,370 $32.20–32.85
2026-09-08 Andrew Tak Lo Senior MD & Chief Executive Officer, Asia Pacific Intent to Sell (Form 144) -100,840 $32.20
2026-09-08 Stephanie Butcher Senior MD & Co-Head of Investment Open Market Disposition -45,095 $32.28
2026-09-07 Andrew Tak Lo Senior MD & Chief Executive Officer, Asia Pacific Intent to Sell (Form 144) -42,530 $32.85
2026-09-03 Laura Dukes Senior MD & CFO Other Disposition -7,600 --
2026-09-03 Laura Dukes Senior MD & CFO Open Market Disposition -31,075 $33.16
2026-08-30 Stephanie Butcher Senior MD & Co-Head of Investment Derivative Exercise and Sale -30,760 $32.78
2026-08-30 Stephanie Butcher Senior MD & Co-Head of Investment Derivative Exercise and Retained +34,682 --
2026-08-30 Douglas Sharp Senior MD, Head of EMEA & Americas Derivative Exercise and Sale -22,213 $32.78
2026-08-30 Douglas Sharp Senior MD, Head of EMEA & Americas Derivative Exercise and Retained +48,272 --
2026-07-01 Jeffrey Kupor Senior MD & General Counsel Sale to Issuer -26,002 $27.01
2026-07-01 Andrew Tak Lo Senior MD & Chief Executive Officer, Asia Pacific Derivative Exercise and Retained +116,754 --
2026-07-01 Andrew Schlossberg Chief Executive Officer Sale to Issuer -156,007 $27.01
2026-07-01 Laura Dukes Senior MD & CFO Sale to Issuer -52,003 $27.01
2026-05-14 G. Wagoner Chairperson and Non-Executive Director Other Acquisition +8,112 --
2026-05-14 Thomas Finke Independent Non-Executive Director Other Acquisition +8,112 --
2026-05-14 William Glavin Independent Non-Executive Director Other Acquisition +8,112 --
2026-05-14 Phoebe Wood Independent Non-Executive Director Other Acquisition +8,112 --
2026-05-14 Christopher Womack Non-Executive Director Other Acquisition +8,112 --

Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.

Quote time 2026-10-07 20:02:43 · For reference only, not investment advice and not tailored to your situation.