IVZ's three largest insider shareholders as of March 23, 2026 are Asset Management Holding Llc Mm (TenPercentOwner, 81.33Mn shares), Nelson Peltz (Director, 45.46Mn shares), Edward P Garden (Director, 45.46Mn shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Asset Management Holding Llc Mm | 0 | 81,332,319 | 15 Jun, 2022 | |
| Nelson Peltz | 0 | 45,457,427 | 15 Dec, 2021 | |
| Fund Management, L.P. Trian | 0 | 45,419,188 | 31 Jan, 2023 | |
| Andrew Schlossberg | President And Ceo | 898,715 | 0 | 03 Mar, 2026 |
| Andrew Tak Shing Lo | Senior Managing Director | 839,093 | 0 | 03 Mar, 2026 |
| Gregory Mcgreevey | Senior Managing Director | 260,403 | 0 | 10 Mar, 2022 |
| Jeffrey H Kupor | Senior Managing Director | 151,820 | 0 | 03 Mar, 2026 |
| Colin Meadows | Senior Managing Director | 135,937 | 0 | 10 Nov, 2021 |
| Tony Wong | Senior Managing Director | 126,971 | 0 | 03 Mar, 2026 |
| Annette Lege | Chief Accounting Officer | 110,143 | 0 | 02 Mar, 2022 |
| Phoebe A Wood | 101,999 | 0 | 19 May, 2025 | |
| G Richard Jr Wagoner | 99,758 | 0 | 19 May, 2025 | |
| Nigel Sheinwald | 93,856 | 0 | 19 May, 2025 | |
| Denis Kessler | 92,870 | 0 | 17 May, 2023 | |
| Jennifer Krevitt | Smd Chief Hr Officer | 91,120 | 0 | 03 Jul, 2023 |
| Paula Tolliver | 58,161 | 0 | 19 May, 2025 | |
| Christopher C Womack | 51,805 | 0 | 19 May, 2025 | |
| Elizabeth S. Johnson | 40,658 | 0 | 19 May, 2025 | |
| Douglas J Sharp | Senior Managing Director | 40,115 | 0 | 03 Mar, 2026 |
| Shannon A Johnston | Smd And Cioo | 24,846 | 0 | 03 Mar, 2026 |
| Terry Vacheron | Chief Accounting Officer | 19,569 | 0 | 03 Mar, 2026 |
| Alan Leonard Smith | Smd And Chro | 14,489 | 0 | 17 Mar, 2026 |
| Nelson Peltz | 8,216 | 0 | 18 May, 2021 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 13 Mar, 2026 | Alan Leonard Smith | Common Shares | A | 8,641 | $0.00 | 18,338 | D | A |
| 13 Mar, 2026 | Alan Leonard Smith | Common Shares | D | 3,849 | $23.00 | 14,489 | D | F |
| 13 Mar, 2026 | Alan Leonard Smith | Restricted Stock Units | D | 8,641 | $0.00 | 8,641 | D | M |
| 28 Feb, 2026 | Alan Leonard Smith | Common Shares | A | 8,936 | $0.00 | 13,711 | D | A |
| 28 Feb, 2026 | Terry Vacheron | Common Shares | A | 2,534 | $0.00 | 20,157 | D | A |
| 28 Feb, 2026 | Jeffrey H Kupor | Common Shares | A | 5,003 | $0.00 | 152,810 | D | A |
| 28 Feb, 2026 | Shannon A Johnston | Common Shares | A | 8,913 | $0.00 | 28,816 | D | A |
| 28 Feb, 2026 | Douglas J Sharp | Common Shares | A | 46,138 | $0.00 | 61,800 | D | A |
| 28 Feb, 2026 | Andrew Schlossberg | Common Shares | A | 80,970 | $0.00 | 895,053 | D | A |
| 28 Feb, 2026 | Andrew Tak Shing Lo | Common Shares | A | 16,479 | $0.00 | 705,305 | D | A |
| 28 Feb, 2026 | Tony Wong | Common Shares | A | 15,343 | $0.00 | 128,213 | D | A |
| 28 Feb, 2026 | Douglas J Sharp | Common Shares | D | 21,685 | $26.26 | 40,115 | D | F |
| 28 Feb, 2026 | Shannon A Johnston | Common Shares | D | 3,970 | $26.26 | 24,846 | D | F |
| 28 Feb, 2026 | Jeffrey H Kupor | Common Shares | A | 6,140 | $0.00 | 158,950 | D | A |
| 28 Feb, 2026 | Alan Leonard Smith | Common Shares | D | 4,014 | $26.26 | 9,697 | D | F |
| 28 Feb, 2026 | Tony Wong | Common Shares | A | 16,612 | $0.00 | 144,825 | D | A |
| 28 Feb, 2026 | Andrew Tak Shing Lo | Common Shares | A | 83,419 | $0.00 | 788,724 | D | A |
| 28 Feb, 2026 | Andrew Schlossberg | Common Shares | A | 42,749 | $0.00 | 937,802 | D | A |
| 28 Feb, 2026 | Terry Vacheron | Common Shares | A | 2,264 | $0.00 | 22,421 | D | A |
| 28 Feb, 2026 | Alan Leonard Smith | Restricted Stock Units | D | 8,936 | $0.00 | 26,808 | D | M |