Institutional shares held 327 Million
1.98M calls
1.4M puts
Total value of holdings $5.54B
$33.6M calls
$23.7M puts
Market Cap $7.89B
454,800,000 Shares Out.
Institutional ownership 71.91%
# of Institutions 576


Latest Institutional Activity in IVZ

Top Purchases

Q2 2025
Kera Capital Partners, Inc. Shares Held: 22.4K ($388K)
Q2 2025
Arvest Investments, Inc. Shares Held: 22.2K ($385K)
Q2 2025
Park Avenue Securities LLC Shares Held: 16.7K ($289K)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 129K ($2.23M)
Q2 2025
Sumitomo Mitsui Ds Asset Management Company, LTD Shares Held: 94.4K ($1.64M)

Top Sells

Q2 2025
Contravisory Investment Management, Inc. Shares Held: 2.1K ($36.5K)
Q2 2025
Pallas Capital Advisors LLC Shares Held: 36K ($624K)
Q2 2025
North Crest Asset Manangement, LLC Shares Held: 25.5K ($443K)
Q2 2025
Mcf Advisors LLC Shares Held: 3.18K ($55.1K)
Q2 2025
Farther Finance Advisors, LLC Shares Held: 22.6K ($391K)

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
464K Shares
From 19 Insiders
Grant, award, or other acquisition 385K shares
Exercise of conversion of derivative security 78.7K shares
Sell / Disposition
204K Shares
From 9 Insiders
Payment of exercise price or tax liability 173K shares
Bona fide gift 30.7K shares

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