
Insider and congress filings
Invesco Ltd. (IVZ)
NYSE · Financial Services · 84 congress trades · last filed 1 month agoS&P 500
About Invesco Ltd.
from the company's filings and listing, as of Oct 20, 2026- Exchange
- NYSE
- Sector
- Financial Services
- Industry
- Asset Management
- Chief executive
- Andrew Ryan Schlossberg
- Employees
- 7,405
- Listed since
- Aug 24, 1995
- Market value
- $12.5B
- Price to earnings (12 mo)
- -
- Net income per share, as reported (12 mo)
- -$0.14
- Dividend yield
- 3.00%
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 |
| Q4 FY2025reported 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 reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for fiscal 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 EMEA | $500K | $3.3M | $2.9M | $6.7M |
| Andrew T.S. LoSenior Managing Director and Chief Executive Officer, Invesco Asia-Pacific | $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 proxy statement for fiscal 2025, with titles as filed then. Executives who have since left are not shown. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| 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 LLCCliff Asness | $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% |
| T. Rowe Price 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 and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
Open-market insider trades
5 filings shown · newest filing first| Insider | Action | Shares | Price | Value | Trade date | Delay (business days) |
|---|---|---|---|---|---|---|
| Phoebe A. WoodDirector | Sold | 3,000 | $32.44 | $97K | Sep 11, 2026filed Sep 14, 2026 | 1d |
| Stephanie ButcherSenior Managing Director | Sold | 45,095 | $32.28 | $1.5M | Sep 9, 2026filed Sep 10, 2026 | 1d |
| Andrew Tak Shing LoSenior Managing Director | Sold | 100,840 | $32.20 | $3.2M | Sep 9, 2026filed Sep 10, 2026 | 1d |
| Andrew Tak Shing LoSenior Managing Director | Sold | 42,530 | $32.84 | $1.4M | Sep 8, 2026filed Sep 10, 2026 | 2d |
| Laura Allison DukesChief Financial Officer | Sold | 31,075 | $33.16 | $1.0M | Sep 4, 2026filed Sep 9, 2026 | 2d |
One row is one filing, newest filing first. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count. The delay counts business days from the trade to the filing, the unit of Form 4's two business day deadline: weekends and federal holidays are skipped. How the filing itself works is explained in our guide to Form 4.
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.
Other Form 4 activity (20)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Shannon A. JohnstonSMD and Cioo | Option exercise | 28,249 | Oct 16, 2026 |
| Shannon A. JohnstonSMD and Cioo | Tax withholding | 12,526 | Oct 16, 2026 |
| Shannon A. JohnstonSMD and Cioo | Stock award | 28,249 | Oct 16, 2026 |
| Invesco Advisers, Inc.Director | Stock award | 16,176 | Oct 1, 2026 |
| Invesco Advisers, Inc.Director | Disposed to issuer | 8,969 | Sep 30, 2026 |
| Laura Allison DukesChief Financial Officer | Gift | 7,600 | Sep 4, 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 |
| Douglas J. SharpSenior Managing Director | Stock award | 70,485 | Aug 31, 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 |
| Andrew SchlossbergPresident and CEO | Tax withholding | 156,007 | Jul 2, 2026 |
| Andrew Tak Shing LoSenior Managing Director | Option exercise | 116,754 | Jul 2, 2026 |
| Jeffrey H. KuporSenior Managing Director | Tax withholding | 26,002 | Jul 2, 2026 |
| Laura Allison DukesChief Financial Officer | Tax withholding | 52,003 | Jul 2, 2026 |
| Sarah BesharDirector | Stock award | 8,112 | May 15, 2026 |
| Thomas M. FinkeDirector | Stock award | 8,112 | May 15, 2026 |
| Thomas P. GibbonsDirector | Stock award | 8,112 | May 15, 2026 |
| William Francis Glavin Jr.Director | 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.
Congress trades in IVZ
20 disclosures of 84 on record · median 28d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 25, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +1.6%After the saleS&P 500 +1.3% · +0.4 pts vs S&P 500 | May 27, 2026 | Jun 9, 2026 | 13d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +15.5%S&P 500 +10.8% · +4.7 pts vs S&P 500 | Apr 13, 2026 | May 11, 2026 | 28d |
| Kevin HernJoint | Stock | Sale | $15,001 - $50,000 | +18.3%After the saleS&P 500 +13.2% · +5.0 pts vs S&P 500 | Mar 17, 2026 | Apr 3, 2026 | 17d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | +2.8%After the saleS&P 500 +9.8% · -6.9 pts vs S&P 500 | Feb 10, 2026 | Mar 9, 2026 | 27d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | -1.8%S&P 500 +9.4% · -11.2 pts vs S&P 500 | Jan 9, 2026 | Feb 13, 2026 | 35d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +107.7%S&P 500 +42.0% · +65.7 pts vs S&P 500 | Apr 23, 2025 | May 12, 2025 | 19d |
| Robert Bresnahan | Stock | Sale | $1,001 - $15,000 | +131.1%After the saleS&P 500 +53.0% · +78.2 pts vs S&P 500 | Apr 8, 2025 | Apr 28, 2025 | 20d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +84.0%After the saleS&P 500 +36.0% · +48.0 pts vs S&P 500 | Mar 12, 2025 | Apr 10, 2025 | 29d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +78.2%After the saleS&P 500 +32.6% · +45.5 pts vs S&P 500 | Mar 6, 2025 | Apr 10, 2025 | 35d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +54.3%S&P 500 +23.9% · +30.3 pts vs S&P 500 | Feb 19, 2025 | Mar 6, 2025 | 15d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +58.8%After the saleS&P 500 +29.7% · +29.1 pts vs S&P 500 | Nov 15, 2024 | Dec 5, 2024 | 20d |
| Gary C. PetersSelf | Stock | Sale (Full) | $1,001 - $15,000 | +53.5%After the saleS&P 500 +30.5% · +23.0 pts vs S&P 500 | Oct 17, 2024 | Nov 14, 2024 | 28d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +102.2%S&P 500 +74.9% · +27.3 pts vs S&P 500 | Nov 3, 2023 | Dec 6, 2023 | 33d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +97.5%After the saleS&P 500 +77.9% · +19.6 pts vs S&P 500 | Oct 2, 2023 | Nov 8, 2023 | 37d |
| Michael T. McCaulINVESCO QQQ TR UNITSER 1 | Fund | Sale | $1,001 - $15,000 | +90.4%After the saleS&P 500 +80.3% · +10.1 pts vs S&P 500 | Jun 1, 2023 | Sep 14, 2023 | 105d |
| Michael T. McCaulINVESCO QQQ TR UNITSER 1 | Fund | Sale | $1,001 - $15,000 | +66.7%After the saleS&P 500 +66.6% · +0.2 pts vs S&P 500 | Aug 1, 2023 | Sep 14, 2023 | 44d |
| Michael T. McCaulINVESCO QQQ TR UNITSER 1 | Fund | Sale | $1,001 - $15,000 | +73.8%After the saleS&P 500 +68.0% · +5.8 pts vs S&P 500 | Jul 27, 2023 | Aug 16, 2023 | 20d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +86.3%S&P 500 +83.6% · +2.7 pts vs S&P 500 | May 23, 2023 | Jun 12, 2023 | 20d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +74.1%After the saleS&P 500 +106.7% · -32.6 pts vs S&P 500 | Jun 17, 2022 | Jul 7, 2022 | 20d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +48.9%S&P 500 +83.6% · -34.7 pts vs S&P 500 | May 5, 2022 | Jun 10, 2022 | 36d |
Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Every Congress trade in IVZ, filterable by party, chamber, type and account.
Members of Congress reporting a position
1 member · estimate, as of Oct 19, 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 Oct 19, 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.
Questions
Are insiders buying or selling IVZ?
Across the 5 most recent open-market filings shown here, 0 were purchases and 5 were sales.
Which members of Congress have traded IVZ?
Ro Khanna, Kevin Hern, Gilbert Ray Cisneros, Jr., Robert Bresnahan, Gary C. Peters and 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 Oct 19, 2026. The 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 Oct 26, 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 1 business day after the transaction (weekends and federal holidays skipped), 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 Oct 26, 2026.
