Insider and congress filings
Invesco Ltd. (IVZ)
About Invesco Ltd.
from the company's filings and listing- Exchange
- NYSE
- Sector
- Financial Services
- Industry
- Asset Management
- Chief executive
- Andrew Ryan Schlossberg
- Employees
- 7,405
- Listed since
- Aug 24, 1995
- Market value
- $14.2B
- Price to earnings
- -
- Earnings per share
- -$0.14
- Dividend yield
- 2.65%
Earnings
6 reported quarters · next on Oct 27, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Jul 28, 2026 | $0.71 | $0.67 | $1.3B | $1.3B | EPS beatRevenue in line |
| Q1 FY2026reported Apr 28, 2026 | $0.57 | $0.58 | $1.3B | $1.3B | EPS in lineRevenue in line |
| Jan 27, 2026 | $0.62 | $0.58 | $1.3B | $1.3B | EPS beatRevenue in line |
| Q3 FY2025reported Oct 28, 2025 | $0.61 | $0.45 | $1.2B | $1.2B | EPS beatRevenue in line |
| Q2 FY2025reported Jul 22, 2025 | $0.36 | $0.41 | $1.1B | $1.1B | EPS missRevenue in line |
| Q1 FY2025reported Apr 22, 2025 | $0.44 | $0.39 | $1.1B | $1.1B | EPS beatRevenue in line |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way; basis unverified means we could not classify the reported figure. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for 2025 · proxy filed Apr 2, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Andrew R. SchlossbergPresident and Chief Executive Officer | $750K | $10.1M | $5.5M | $16.3M |
| L. Allison DukesSenior Managing Director, Chief Financial Officer | $500K | $4.0M | $2.6M | $7.1M |
| Douglas J. SharpSenior Managing Director, Head of the Americas and EME | $500K | $3.3M | $2.9M | $6.7M |
| Andrew T.S. LoSenior Managing Director and Chief Executive Officer, | $500K | $3.3M | $2.8M | $6.6M |
| Tony L. WongSenior Managing Director, Co-Head of Investments | $500K | $3.1M | $2.3M | $5.9M |
| Stephanie C. ButcherSenior Managing Director, Co-Head of Investments | $500K | $3.0M | $2.4M | $5.9M |
The summary compensation table from the 2025 proxy statement, current executives only. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Change | Of company |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Co | $2.1B | 81,332,319 | 0.0% | 18.02% |
| Blackrock, Inc. | $1.0B | 38,713,707 | -0.1% | 8.58% |
| Vanguard Capital Management LLC | $741.7M | 28,104,027 | +0.5% | 6.23% |
| Dimensional Fund Advisors LP | $573.1M | 21,716,982 | +1.7% | 4.81% |
| Vanguard Portfolio Management LLC | $487.1M | 18,458,992 | -4.2% | 4.09% |
| State Street Corp | $443.2M | 16,793,008 | +0.5% | 3.72% |
| Millennium Management LLC | $414.0M | 15,689,569 | -27.5% | 3.48% |
| AQR Capital Management LLC | $332.6M | 12,604,180 | +0.6% | 2.79% |
| Geode Capital Management, LLC | $329.4M | 12,503,038 | -2.6% | 2.77% |
| Goldman Sachs Group Inc | $294.2M | 11,149,168 | +5.7% | 2.47% |
| Price T Rowe Associates Inc | $280.2M | 10,616,670 | -12.4% | 2.35% |
| Invesco Ltd. | $245.7M | 9,309,278 | -11.8% | 2.06% |
A 13F reports long US equity positions 45 days after the quarter ends, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory.
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Open-market insider trades
1 filing| Insider | Action | Shares | Price | Value | Trade date | Delay |
|---|---|---|---|---|---|---|
| Laura Allison DukesChief Financial Officer | Sold | 31,075 | $33.16 | $1.0M | Sep 4, 2026 | 5d |
One row is one filing. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count.
Insider filings reach a company by its ticker symbol. A symbol can be reassigned after its previous holder leaves the market, and a listed company also files on other companies whose stock it holds. This page withholds 2 insider rows: the SEC ownership filings behind them name a different company as the issuer of the stock traded.
Congress trades in IVZ
20 disclosures of 84 on record · median 28d of the 45 allowed| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +16.2%S&P +1.6% · vs S&P 500 +14.6% | May 27, 2026 | Jun 9, 2026 | 13d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +32.1%S&P +11.1% · vs S&P 500 +20.9% | Apr 13, 2026 | May 11, 2026 | 28d |
| Kevin HernJoint | Stock | Sale | $15,001 - $50,000 | +35.2%S&P +13.6% · vs S&P 500 +21.6% | Mar 17, 2026 | Apr 3, 2026 | 17d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | +17.6%S&P +10.1% · vs S&P 500 +7.5% | Feb 10, 2026 | Mar 9, 2026 | 27d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | +12.3%S&P +9.8% · vs S&P 500 +2.5% | Jan 9, 2026 | Feb 13, 2026 | 35d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +137.5%S&P +42.4% · vs S&P 500 +95.1% | Apr 23, 2025 | May 12, 2025 | 19d |
| Robert Bresnahan | Stock | Sale | $1,001 - $15,000 | +164.3%S&P +53.5% · vs S&P 500 +110.9% | Apr 8, 2025 | Apr 28, 2025 | 20d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +110.4%S&P +36.4% · vs S&P 500 +74.0% | Mar 12, 2025 | Apr 10, 2025 | 29d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +103.8%S&P +33.1% · vs S&P 500 +70.7% | Mar 6, 2025 | Apr 10, 2025 | 35d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +76.4%S&P +24.3% · vs S&P 500 +52.1% | Feb 19, 2025 | Mar 6, 2025 | 15d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +81.6%S&P +30.2% · vs S&P 500 +51.5% | Nov 15, 2024 | Dec 5, 2024 | 20d |
| Gary C. PetersSelf | Stock | Sale (Full) | $1,001 - $15,000 | +75.6%S&P +30.9% · vs S&P 500 +44.6% | Oct 17, 2024 | Nov 14, 2024 | 28d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +131.2%S&P +75.5% · vs S&P 500 +55.7% | Nov 3, 2023 | Dec 6, 2023 | 33d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +125.8%S&P +78.5% · vs S&P 500 +47.3% | Oct 2, 2023 | Nov 8, 2023 | 37d |
| Michael T. McCaulFiled late | Fund | Sale | $1,001 - $15,000 | +119.6%S&P +81.1% · vs S&P 500 +38.5% | Jun 1, 2023 | Sep 14, 2023 | 105d |
| Michael T. McCaul | Fund | Sale | $1,001 - $15,000 | +92.4%S&P +67.4% · vs S&P 500 +25.0% | Aug 1, 2023 | Sep 14, 2023 | 44d |
| Michael T. McCaul | Fund | Sale | $1,001 - $15,000 | +100.5%S&P +68.8% · vs S&P 500 +31.6% | Jul 27, 2023 | Aug 16, 2023 | 20d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +119.6%S&P +86.1% · vs S&P 500 +33.5% | May 23, 2023 | Jun 12, 2023 | 20d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +100.6%S&P +108.3% · vs S&P 500 -7.7% | Jun 17, 2022 | Jul 7, 2022 | 20d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +71.6%S&P +85.0% · vs S&P 500 -13.5% | May 5, 2022 | Jun 10, 2022 | 36d |
Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 10, 2026, an estimate, with the S&P 500 over the same window and the difference against it. The figures describe the stock after the trade, not the member's result: the filing carries a band, not a fill, and a sale keeps the same sign, so a positive figure after a sale means the stock kept rising. An option row carries the underlying stock's move. A row marked n/a has no market price. Not investment advice.
Members of Congress reporting a position
1 member · estimate, as of Sep 10, 20261 member reports a position (estimated). The largest estimated position is in the $1,001 - $15,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Gilbert Ray Cisneros, Jr. | Democrat · House | $1,001 - $15,000 | <0.1% |
Estimate, as of Sep 10, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.
Awards, option exercises and gifts (20)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Laura Allison DukesChief Financial Officer | Gift | 7,600 | Sep 4, 2026 |
| Stephanie ButcherSenior Managing Director | Option exercise | 65,442 | Aug 31, 2026 |
| Stephanie ButcherSenior Managing Director | Tax withholding | 30,760 | Aug 31, 2026 |
| Stephanie ButcherSenior Managing Director | Stock award | 65,442 | Aug 31, 2026 |
| Douglas J. SharpSenior Managing Director | Stock award | 70,485 | Aug 31, 2026 |
| Douglas J. SharpSenior Managing Director | Option exercise | 70,485 | Aug 31, 2026 |
| Douglas J. SharpSenior Managing Director | Tax withholding | 22,213 | Aug 31, 2026 |
| Laura Allison DukesChief Financial Officer | Tax withholding | 52,003 | Jul 2, 2026 |
| Jeffrey H. KuporSenior Managing Director | Tax withholding | 26,002 | Jul 2, 2026 |
| Andrew Tak Shing LoSenior Managing Director | Option exercise | 116,754 | Jul 2, 2026 |
| Andrew SchlossbergPresident and CEO | Tax withholding | 156,007 | Jul 2, 2026 |
| Paula TolliverDirector | Stock award | 8,112 | May 15, 2026 |
| Phoebe A. WoodDirector | Stock award | 8,112 | May 15, 2026 |
| Christopher C. WomackDirector | Stock award | 8,112 | May 15, 2026 |
| G. Richard Wagoner Jr.Director | Stock award | 8,112 | May 15, 2026 |
| William Francis Glavin Jr.Director | Stock award | 8,112 | May 15, 2026 |
| Elizabeth S. JohnsonDirector | Stock award | 8,112 | May 15, 2026 |
| Nigel SheinwaldDirector | Stock award | 8,112 | May 15, 2026 |
| Sarah BesharDirector | Stock award | 8,112 | May 15, 2026 |
| Thomas M. FinkeDirector | Stock award | 8,112 | May 15, 2026 |
Awards, option exercises, shares withheld to cover tax and gifts all file on the same form as a purchase or a sale. None of them is a decision to trade, so they sit here rather than beside the ones that are.
Questions
Are insiders buying or selling IVZ?
Across the one open-market filing shown here, 0 were purchases and 1 was a sale.
Which members of Congress have traded IVZ?
Ro Khanna, Kevin Hern, Gilbert Ray Cisneros, Jr., Robert Bresnahan, Gary C. Peters, Michael T. McCaul disclosed IVZ transactions in the filings shown here.
Which members of Congress hold IVZ?
1 member of Congress reports a position in IVZ in the estimate we hold as of Sep 10, 2026. The largest estimated position belongs to Gilbert Ray Cisneros, Jr.. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.
Is IVZ in the S&P 500 or the Nasdaq 100?
Invesco Ltd. is a current member of the S&P 500, per the membership list we hold as of Sep 10, 2026. Current members of either index get a page here whatever their filing history.
How quickly are IVZ trades disclosed?
Insider filings on this page reached the public a median of 5 days after the transaction, against the two business days Form 4 allows. Congressional disclosures took a median of 28 days, against the 45 the STOCK Act allows.
How to read a Form 4
A DECISION THE INSIDER MADE
COMPENSATION PLUMBING
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Sep 10, 2026.