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IVZ Invesco Ltd.

Financials, filed as INVESCO LTD (SHS), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

  • 1 Owner
  • Max 1.0%
  • $43M
  • 1 reduce

In 2026 Q2 Nelson Peltz trimmed Invesco.

Who owns this now

Largest portfolio weights among holders, up to 1.0% (Nelson Peltz, Trian Fund Management). Not free-float ownership.

  1. Nelson Peltz Reduce 1.0%

Who owns IVZ

Sorted by value, long equity only, as of 2026 Q2.

History
Nelson Peltz, Trian Fund Management 1.0%, was 1.9% Reduce −45.3% 1,625,472 $43M History

1 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by IVZ's executives, directors and 10% owners in the last 12 months, from their Form 4s

All IVZ insider trades
  • None no insider bought on the open market
  • $11M sold by 5 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. Phoebe A Wood Director
    Sale
    $97K 3,000 shares at $32.44 2.7% of stake
    Traded Sep 11 Filed Sep 14
    ↗
  2. Stephanie Butcher Senior Managing Director
    Sale
    $1.5M 45,095 shares at $32.28 82% of stake
    Traded Sep 9 Filed Sep 10
    ↗
  3. Andrew Tak Shing Lo Senior Managing Director
    Sale
    $4.6M 143,370 shares at $32.39 15% of stake
    Traded Sep 8–9 Filed Sep 10
    ↗
  4. Laura Allison Dukes CFO
    Sale
    $1M 31,075 shares at $33.16 11% of stake
    Traded Sep 4 Filed Sep 9
    ↗
  5. Douglas J Sharp Senior Managing Director
    Sale
    $3.8M 160,000 shares at $23.56 100% of stake
    Traded Oct 31, 2025 Filed Nov 3, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 40 stock grants, 22 share withholdings for taxes, 2 gifts, and 1 option exercise.

Congress

4 members of Congress traded IVZ in the last three years: 1 buy and 4 sales. 3 members listed it in 2025 annual reports.

All Congress trades
  1. Kevin Hern R-OK-1Joint Sell $15K–$50K Mar 17 filed Apr 3
  2. Gilbert Ray Cisneros, Jr. D-CA-31 Partial sale $1K–$15K Feb 10 filed Mar 9
  3. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Jan 9 filed Feb 13
  4. Robert P. Bresnahan, Jr. R-PA-8 Sell $1K–$15K Apr 8, 2025 filed Apr 28, 2025
  5. Gary C. Peters D-MI Sell $1K–$15K Oct 17, 2024 filed Nov 14, 2024

SEC filings

Recent issuer filings from EDGAR, 25 shown.

Filed Form Detail Links
8-K 2.02,9.01 Filing Doc
8-K 1.01,2.03,9.01 Filing Doc
8-K/A 7.01,9.01 Filing Doc
8-K 7.01,9.01 Filing Doc
8-K 7.01,9.01 Filing Doc
8-K 5.02,7.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G/A — Filing Doc

Source: SEC EDGAR submissions, updated 4 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $5.72B $6.07B $6.38B
Net income -$333.7M $538M —
Net margin * -5.8% 8.9% —

Balance sheet

Metric FY2023 FY2024 FY2025
Total assets $28.93B $27.01B $27.09B
Total equity $14.6B $14.56B $12.23B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $1.3B $1.19B $1.53B
Cash from investing -$244.3M $68.4M -$974.4M
Cash from financing -$0.585B -$1.66B -$0.15B
Net change in cash * $471.1M -$403.2M $401.4M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.