Invesco IVZ Insider Ownership

NYSE IVZ
$32.10 -0.24 (-0.74%)
As of: Sep 9, 2026 · 3:59 PM EDT

Insider Holdings by Owner

177.47Mn Shares

Insider Ownership Statistics

as of 30 Sep, 2026
Insider Ownership
—
share count not reported for this filer set
Shares Held by Insiders
72.97K
filed for Sep 2026
■0.00% QoQ
Shares Outstanding
—
not reported
Direct Holdings
72.97K
Indirect: 0
Net Shares Traded (QoQ)
0
no net change in Sep 2026
Insiders Holding Shares
32
with Form 4 holdings on file

Shares Owned by Insiders

Shares held % of outstanding
Latest —
Average ownership —
Peak ownership —

Shares Purchased/Sold by Insiders

Bought Sold
Latest quarter —
Net over range —
Buying quarters —

Insider Ownership Summary

Quarter ending 30 Sep, 2026

Invesco's top three insider shareholders as of September 09, 2026 are Asset Management Holding Llc Mm (TenPercentOwner, 81.33Mn shares), Asset Management Holding Llc Mm (TenPercentOwner, 81.33Mn shares), Asset Management Holding Llc Mm (TenPercentOwner, 81.33Mn shares).

Form 4 Holdings

Insiders Holding IVZ

Insiders 32
Shares held 177.47Mn
Of outstanding —
# Insider Position Direct Indirect Total Share of Insiders Last Filed
1 Asset Management Holding Llc Mm TenPercentOwner 0 81,332,319 81,332,319 45.8% 15 Jun, 2022
2 Edward P Garden Director 0 45,457,427 45,457,427 25.6% 15 Dec, 2021
3 Fund Management, L.P. Trian TenPercentOwner 0 45,419,188 45,419,188 25.6% 31 Jan, 2023
4 Andrew Tak Shing Lo Senior Managing Director 955,847 0 955,847 0.5% 07 Jul, 2026
5 Andrew Schlossberg President And Ceo 742,708 0 742,708 0.4% 07 Jul, 2026
6 Kevin M Carome Smd And General Counsel 625,997 0 625,997 0.4% 02 Mar, 2022
7 Martin L Flanagan President Ceo 452,584 0 452,584 0.3% 02 Mar, 2023
8 Laura Allison Dukes Chief Financial Officer 290,258 0 290,258 0.2% 07 Jul, 2026
9 Gregory Mcgreevey Senior Managing Director 260,403 0 260,403 0.1% 10 Mar, 2022
10 Mark F Giuliano Smd Chief Adm Officer 178,577 0 178,577 0.1% 01 Mar, 2024
11 Colin Meadows Senior Managing Director 135,937 0 135,937 0.1% 10 Nov, 2021
12 Tony Wong Senior Managing Director 126,971 0 126,971 0.1% 03 Mar, 2026
13 Jeffrey H Kupor Senior Managing Director 125,818 0 125,818 0.1% 07 Jul, 2026
14 Sarah Beshar Director 115,166 0 115,166 0.1% 19 May, 2026
15 Annette Lege Chief Accounting Officer 110,143 0 110,143 0.1% 02 Mar, 2022
16 Phoebe A Wood Director 110,111 0 110,111 0.1% 19 May, 2026
17 G Richard Jr Wagoner Director 107,870 0 107,870 0.1% 19 May, 2026
18 Nigel Sheinwald Director 101,968 0 101,968 0.1% 19 May, 2026
19 Denis Kessler Director 92,870 0 92,870 0.1% 17 May, 2023
20 Jennifer Krevitt Smd Chief Hr Officer 91,120 0 91,120 0.1% 03 Jul, 2023
21 Douglas J Sharp Senior Managing Director 88,387 0 88,387 0.0% 02 Sep, 2026
22 C Robert Henrikson Director 81,264 0 81,264 0.0% 17 May, 2022
23 William Francis Jr Glavin Director 72,972 0 72,972 0.0% 19 May, 2025
24 Paula Tolliver Director 66,273 0 66,273 0.0% 19 May, 2026
25 Christopher C Womack Director 59,917 0 59,917 0.0% 19 May, 2026
26 Thomas M Finke Director 56,126 0 56,126 0.0% 19 May, 2025
27 Stephanie Butcher Senior Managing Director 55,300 0 55,300 0.0% 02 Sep, 2026
28 Elizabeth S. Johnson Director 48,770 0 48,770 0.0% 19 May, 2026
29 Thomas P Gibbons Director 47,202 0 47,202 0.0% 19 May, 2026
30 Shannon A Johnston Smd And Cioo 24,846 0 24,846 0.0% 03 Mar, 2026
31 Terry Vacheron Chief Accounting Officer 19,569 0 19,569 0.0% 03 Mar, 2026
32 Alan Leonard Smith Smd And Chro 14,489 0 14,489 0.0% 17 Mar, 2026

Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.

Form 4 Filings

5,029 Insider Transactions

Source SEC Form 4
Latest quarter Sep 2026
Download Data
Date Insider Position Transaction Shares Price Value Shares Held After Ownership
02 Jul, 2026 Laura Allison Dukes Chief Financial Officer Disposed F 52,003 $27.01 $1.40Mn 290,258 Direct
02 Jul, 2026 Andrew Schlossberg President And Ceo Disposed F 156,007 $27.01 $4.21Mn 742,708 Direct
02 Jul, 2026 Andrew Tak Shing Lo Senior Managing Director Acquired M 116,754 $0.00 $0 955,847 Direct
02 Jul, 2026 Jeffrey H Kupor Senior Managing Director Disposed F 26,002 $27.01 $702.31K 125,818 Direct
02 Jul, 2026 Andrew Tak Shing Lo Senior Managing Director Disposed M 116,754 $0.00 $0 0 Direct
15 May, 2026 Paula Tolliver Director Acquired A 8,112 $0.00 $0 66,273 Direct
15 May, 2026 Phoebe A Wood Director Acquired A 8,112 $0.00 $0 110,111 Direct
15 May, 2026 Thomas P Gibbons Director Acquired A 8,112 $0.00 $0 47,202 Direct
15 May, 2026 Sarah Beshar Director Acquired A 8,112 $0.00 $0 115,166 Direct
15 May, 2026 Nigel Sheinwald Director Acquired A 8,112 $0.00 $0 101,968 Direct
15 May, 2026 G Richard Jr Wagoner Director Acquired A 8,112 $0.00 $0 107,870 Direct
15 May, 2026 Christopher C Womack Director Acquired A 8,112 $0.00 $0 59,917 Direct
15 May, 2026 Elizabeth S. Johnson Director Acquired A 8,112 $0.00 $0 48,770 Direct
13 Mar, 2026 Alan Leonard Smith Smd And Chro Acquired A 8,641 $0.00 $0 18,338 Direct
13 Mar, 2026 Alan Leonard Smith Smd And Chro Acquired A 8,641 $0.00 $0 18,338 Direct
13 Mar, 2026 Alan Leonard Smith Smd And Chro Acquired A 8,641 $0.00 $0 18,338 Direct
13 Mar, 2026 Alan Leonard Smith Smd And Chro Acquired A 8,641 $0.00 $0 18,338 Direct
13 Mar, 2026 Alan Leonard Smith Smd And Chro Disposed F 3,849 $23.00 $88.53K 14,489 Direct
13 Mar, 2026 Alan Leonard Smith Smd And Chro Disposed F 3,849 $23.00 $88.53K 14,489 Direct
13 Mar, 2026 Alan Leonard Smith Smd And Chro Disposed F 3,849 $23.00 $88.53K 14,489 Direct