Invesco
IVZ
Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them
Managers holding
1
In their latest 13F (Q3 2026)
See who
Value held
$42.9m
Combined value at quarter end
Last quarter
0 bought
1 sold or trimmed
Price at Q2 ’26 end
$26.39
+8.6% in the quarter
Share price change by quarter
+17.4%Q3 ’24
-0.5%Q4 ’24
-13.2%Q1 ’25
+4.0%Q2 ’25
+45.5%Q3 ’25
+14.5%Q4 ’25
-7.5%Q1 ’26
+8.6%Q2 ’26
Managers holding it, by quarter
1Q4 ’23
1Q1 ’24
1Q2 ’24
1Q3 ’24
1Q4 ’24
1Q1 ’25
1Q2 ’25
1Q3 ’25
1Q4 ’25
1Q1 ’26
1Q2 ’26
0Q3 ’26
Who holds it
| Trian Fund Management | 1.0%$42.9m | Trimmed -45% |
Directors buying and selling
How this works
| Bought or sold | ||||
|---|---|---|---|---|
| 11 Sep 2026 | Wood Phoebe ADirector | ▼ Sold | 3,000 | $97k |
| 9 Sep 2026 | Lo Andrew Tak ShingSenior Managing Director | ▼ Sold | 100,840 | $3.2m |
| 9 Sep 2026 | Butcher StephanieSenior Managing Director | ▼ Sold | 45,095 | $1.5m |
| 8 Sep 2026 | Lo Andrew Tak ShingSenior Managing Director | ▼ Sold | 42,530 | $1.4m |
| 4 Sep 2026 | Dukes Laura AllisonChief Financial Officer | ▼ Sold | 31,075 | $1.0m |
About the company
- Sector
- Financials · Investment Advice
- Incorporated in
- Bermuda
- Financial year ends
- 31 December
- Shares outstanding
- 441m at 30 Jun 2026
- SEC filings
- Annual reports and other filings on EDGAR
Revenue and profit
$4.6bn2013
$5.1bn2015
$5.2bn2017
$6.1bn2019
$6.9bn2021
$5.7bn2023
$6.4bn2025
| Year | Revenue | Net income |
|---|---|---|
| 2025 | $6.4bn | – |
| 2024 | $6.1bn | $538m |
| 2023 | $5.7bn | −$334m |
| 2022 | $6.0bn | $684m |
| 2021 | $6.9bn | $1.4bn |
| 2020 | $6.1bn | $525m |
| 2019 | $6.1bn | $565m |
| 2018 | $5.3bn | $883m |
| 2017 | $5.2bn | $1.1bn |
| 2016 | $4.7bn | $854m |
| 2015 | $5.1bn | $968m |
| 2014 | $5.1bn | $988m |
| 2013 | $4.6bn | $940m |