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All holdings

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

Prices here are quarter-end prices implied by the 13F filings. Today’s price on Yahoo Finance

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
Q3 ’24: +17.4%; Q4 ’24: -0.5%; Q1 ’25: -13.2%; Q2 ’25: +4.0%; Q3 ’25: +45.5%; Q4 ’25: +14.5%; Q1 ’26: -7.5%; Q2 ’26: +8.6%

Change in the quarter-end price implied by managers’ 13F filings, adjusted for stock splits. Excludes dividends.

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
Q4 ’23: 1; Q1 ’24: 1; Q2 ’24: 1; Q3 ’24: 1; Q4 ’24: 1; Q1 ’25: 1; Q2 ’25: 1; Q3 ’25: 1; Q4 ’25: 1; Q1 ’26: 1; Q2 ’26: 1; Q3 ’26: 0

Counts the managers on this site whose 13F for that quarter includes Invesco.

Who holds it

Each manager’s latest 13F, sorted by how much of their portfolio it is. Changes are against their previous quarter.

Managers holding Invesco
Trian Fund Management1.0%$42.9m$42.9mTrimmed -45%25 qtrs

Download the holders: CSV · JSON · Markdown

Directors buying and selling

Open-market trades by directors, officers and 10% holders over the last 12 months. How this works
From their Form 4 filings with the SEC. Grants, option exercises and shares sold to pay tax are left out.
Insider purchases and sales of Invesco
Bought or soldFiling
11 Sep 2026Wood Phoebe ADirector▼ Sold3,000$32.44$97kForm 4
9 Sep 2026Lo Andrew Tak ShingSenior Managing Director▼ Sold100,840$32.20$3.2mForm 4
9 Sep 2026Butcher StephanieSenior Managing Director▼ Sold45,095$32.28$1.5mForm 4
8 Sep 2026Lo Andrew Tak ShingSenior Managing Director▼ Sold42,530$32.84$1.4mForm 4
4 Sep 2026Dukes Laura AllisonChief Financial Officer▼ Sold31,075$33.16$1.0mForm 4

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
2013: $4.6bn; 2014: $5.1bn; 2015: $5.1bn; 2016: $4.7bn; 2017: $5.2bn; 2018: $5.3bn; 2019: $6.1bn; 2020: $6.1bn; 2021: $6.9bn; 2022: $6.0bn; 2023: $5.7bn; 2024: $6.1bn; 2025: $6.4bn
Invesco revenue and net income by year
YearRevenueNet 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

From the company’s XBRL financial statements filed with the SEC, for each financial year. Gaps mean the company didn’t report that figure in a standard form.