Invesco IVZ Insider Ownership

NYSE IVZ

$30.50 -0.16 (-0.54%)

As of: Oct 5, 2026 · 3:59 PM EDT

The most recent Invesco (IVZ) insider transaction: Stephanie Butcher (Senior Managing Director) sold 45,095 shares worth about $1.46Mn on Sep 9, 2026, reported on Form 4 on Sep 10, 2026. So far in the quarter ending Dec 31, 2026, insider holdings showed no net buying or selling.

Updated Oct 5, 2026 Invesco (IVZ) stock price and overview

Insider Holdings by Owner

131.66Mn Shares

Insider Ownership Statistics

as of 30 Sep, 2026

Insider Ownership

0.672%

▼-0.059% pp QoQ

Shares Held by Insiders

3.03Mn

filed for Sep 2026

▼-8.02% QoQ

Shares Outstanding

451.30Mn

451,300,000 shares

Direct Holdings

3.02Mn

Indirect: 15.00K

Net Shares Traded (QoQ)

-264.44K

net selling in Sep 2026

Insiders Holding Shares

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

Updated Oct 5, 2026

Across the past 12 months, open-market trades by Invesco insiders were all sales, totaling $11 million (382.54K shares).

By number of insiders, Invesco saw 5 insiders sell on the open market over the past 12 months and none buy.
Andrew Tak Shing Lo (Senior Managing Director) was IVZ's largest open-market seller in the past 12 months, with $4.64 million of sales (143.37K shares); the latest was on September 9, 2026.
Phoebe A. Wood (Director) made the most recent open-market trade by an insider of Invesco, a sale of 3K shares for $97,320 on September 11, 2026.
Apart from open-market trades, IVZ insiders received 758.05K shares in stock awards, acquired 116.75K shares through option exercises and conversions, gave up 571.82K shares to cover taxes or exercise prices and gave away 26.4K shares as gifts in the past 12 months.
Per Business Quant, IVZ insiders together hold 3.03Mn shares based on their latest Form 4 filings, down 8.02% from 3.3Mn shares at the end of Q2 2026 and down 6.52% from 3.24Mn shares at the end of Q3 2025.
By type of ownership, IVZ insiders hold 99.51% of their shares directly (3.02Mn shares) and 0.49% indirectly (15K shares).
Per Business Quant, 20 insiders of IVZ hold shares, counting officers, directors and 10% owners who have filed a Form 4 in the past two years.
IVZ's three largest insider shareholders, per their latest Form 4 filings, are Andrew Tak Shing Lo (Senior Managing Director, 812.48K shares), Andrew Schlossberg (President and CEO, 742.71K shares) and Laura Allison Dukes (Chief Financial Officer, 251.58K shares).
The largest insider, Andrew Tak Shing Lo, holds 26.80% of IVZ's insider total.
Institutional holders reported 95.17% of Invesco's outstanding shares for Q2 2026; insiders' latest Form 4 filings put their stake at about 0.67%, and other investors, including the public, hold the remaining 4.16%.
Over the trailing 12 months, 20 insiders reported transactions in IVZ stock across 36 Form 4 filings.
This summary of Invesco insider activity covers Form 4 filings through September 14, 2026.

Form 4 Holdings

Insiders Holding IVZ

Insiders 30

Shares held 131.66Mn

Of outstanding 29.17%

#	Insider	Position	Direct	Indirect	Total	Share of Insiders	Last Filed
1	Asset Management Holding Llc Mm	TenPercentOwner	0	81,332,319	81,332,319	61.8%	15 Jun, 2022
2	Fund Management, L.P. Trian	TenPercentOwner	0	45,419,188	45,419,188	34.5%	31 Jan, 2023
3	Andrew Tak Shing Lo	Senior Managing Director	812,477	0	812,477	0.6%	10 Sep, 2026
4	Andrew Schlossberg	President And Ceo	742,708	0	742,708	0.6%	07 Jul, 2026
5	Kevin M Carome	Smd And General Counsel	625,997	0	625,997	0.5%	02 Mar, 2022
6	Martin L Flanagan	President Ceo	452,584	0	452,584	0.3%	02 Mar, 2023
7	Gregory Mcgreevey	Senior Managing Director	260,403	0	260,403	0.2%	10 Mar, 2022
8	Laura Allison Dukes	Chief Financial Officer	251,583	0	251,583	0.2%	09 Sep, 2026
9	Mark F Giuliano	Smd Chief Adm Officer	178,577	0	178,577	0.1%	01 Mar, 2024
10	Tony Wong	Senior Managing Director	126,971	0	126,971	0.1%	03 Mar, 2026
11	Jeffrey H Kupor	Senior Managing Director	125,818	0	125,818	0.1%	07 Jul, 2026
12	Sarah Beshar	Director	115,166	0	115,166	0.1%	19 May, 2026
13	Annette Lege	Chief Accounting Officer	110,143	0	110,143	0.1%	02 Mar, 2022
14	G Richard Jr Wagoner	Director	107,870	0	107,870	0.1%	19 May, 2026
15	Phoebe A Wood	Director	107,111	0	107,111	0.1%	14 Sep, 2026
16	Nigel Sheinwald	Director	101,968	0	101,968	0.1%	19 May, 2026
17	Denis Kessler	Director	92,870	0	92,870	0.1%	17 May, 2023
18	Jennifer Krevitt	Smd Chief Hr Officer	91,120	0	91,120	0.1%	03 Jul, 2023
19	Douglas J Sharp	Senior Managing Director	88,387	0	88,387	0.1%	02 Sep, 2026
20	C Robert Henrikson	Director	81,264	0	81,264	0.1%	17 May, 2022
21	William Francis Jr Glavin	Director	81,084	0	81,084	0.1%	19 May, 2026
22	Paula Tolliver	Director	66,273	0	66,273	0.1%	19 May, 2026
23	Thomas M Finke	Director	64,238	0	64,238	0.0%	19 May, 2026
24	Christopher C Womack	Director	59,917	0	59,917	0.0%	19 May, 2026
25	Elizabeth S. Johnson	Director	48,770	0	48,770	0.0%	19 May, 2026
26	Thomas P Gibbons	Director	47,202	0	47,202	0.0%	19 May, 2026
27	Shannon A Johnston	Smd And Cioo	24,846	0	24,846	0.0%	03 Mar, 2026
28	Terry Vacheron	Chief Accounting Officer	19,569	0	19,569	0.0%	03 Mar, 2026
29	Alan Leonard Smith	Smd And Chro	14,489	0	14,489	0.0%	17 Mar, 2026
30	Stephanie Butcher	Senior Managing Director	10,205	0	10,205	0.0%	10 Sep, 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

2,027 Insider Transactions

Source SEC Form 4

Latest quarter Sep 2026

Date	Insider	Position	Transaction	Shares	Price	Value	Shares Held After	Ownership
09 Sep, 2026	Stephanie Butcher	Senior Managing Director	Disposed S	45,095	$32.28	$1.46Mn	10,205	Direct
08 Sep, 2026	Andrew Tak Shing Lo	Senior Managing Director	Disposed S	42,530	$32.85	$1.40Mn	913,317	Direct
09 Sep, 2026	Andrew Tak Shing Lo	Senior Managing Director	Disposed S	100,840	$32.20	$3.25Mn	812,477	Direct
04 Sep, 2026	Laura Allison Dukes	Chief Financial Officer	Disposed S	31,075	$33.16	$1.03Mn	259,183	Direct
04 Sep, 2026	Laura Allison Dukes	Chief Financial Officer	Disposed G	7,600	$0.00	$0	251,583	Direct
31 Aug, 2026	Stephanie Butcher	Senior Managing Director	Acquired A	25,497	$0.00	$0	46,115	Direct
31 Aug, 2026	Douglas J Sharp	Senior Managing Director	Acquired A	13,548	$0.00	$0	53,663	Direct
31 Aug, 2026	Douglas J Sharp	Senior Managing Director	Disposed F	6,331	$32.78	$207.53K	47,332	Direct
31 Aug, 2026	Stephanie Butcher	Senior Managing Director	Disposed F	11,984	$32.78	$392.84K	34,131	Direct
31 Aug, 2026	Stephanie Butcher	Senior Managing Director	Acquired A	19,179	$0.00	$0	53,310	Direct
31 Aug, 2026	Douglas J Sharp	Senior Managing Director	Acquired A	11,891	$0.00	$0	59,223	Direct
31 Aug, 2026	Stephanie Butcher	Senior Managing Director	Disposed F	9,015	$32.78	$295.51K	44,295	Direct
31 Aug, 2026	Douglas J Sharp	Senior Managing Director	Disposed F	5,524	$32.78	$181.08K	53,699	Direct
31 Aug, 2026	Stephanie Butcher	Senior Managing Director	Acquired A	20,766	$0.00	$0	65,061	Direct
31 Aug, 2026	Douglas J Sharp	Senior Managing Director	Acquired A	22,404	$0.00	$0	76,103	Direct
31 Aug, 2026	Stephanie Butcher	Senior Managing Director	Disposed F	9,761	$32.78	$319.97K	55,300	Direct
31 Aug, 2026	Douglas J Sharp	Senior Managing Director	Disposed F	10,358	$32.78	$339.54K	65,745	Direct
31 Aug, 2026	Stephanie Butcher	Senior Managing Director	Disposed M	25,497	$0.00	$0	25,497	Direct
31 Aug, 2026	Douglas J Sharp	Senior Managing Director	Acquired A	22,642	$0.00	$0	88,387	Direct
31 Aug, 2026	Stephanie Butcher	Senior Managing Director	Disposed M	19,179	$0.00	$0	38,358	Direct

Showing 1 to 20 of 2,027 transactions