Invesco Plc
Ownership
Ownership Structure
Who owns Invesco Plc (IVZ)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 80.8% of the shares are freely tradable; institutional investors hold 97.3%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Co | 18.42 | 81,332,319 | +0.0 | 06/30/2026 |
| BlackRock Inc | 8.77 | 38,713,707 | -0.1 | 06/30/2026 |
| Vanguard Capital Management, LLC | 6.37 | 28,104,027 | +0.5 | 06/30/2026 |
| Dimensional Fund Advisors, Inc. | 4.92 | 21,716,982 | +1.7 | 06/30/2026 |
| Vanguard Portfolio Management, LLC | 4.18 | 18,458,992 | -4.2 | 06/30/2026 |
| State Street Corp | 3.80 | 16,793,008 | +0.5 | 06/30/2026 |
| Millennium Management LLC | 3.55 | 15,689,569 | -27.5 | 06/30/2026 |
| AQR Capital Management LLC | 2.85 | 12,604,180 | +0.6 | 06/30/2026 |
| Geode Capital Management, LLC | 2.83 | 12,503,038 | -2.6 | 06/30/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Vanguard MStar Total Stk Mkt Idx Invest | 3.17 | 14,001,696 | +4.7 | 09/30/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Lo Andrew Tak Shing | Senior Managing Director | 812,477 | 22,018,127 $ | Sep 9, 2026 | direct |
| Dukes Laura Allison | Chief Financial Officer | 251,583 | 6,817,899 $ | Sep 4, 2026 | direct |
| Invesco Advisers, Inc. | Director | 196,720 | 5,331,112 $ | Nov 2, 2026 | direct |
| Wood Phoebe A | Director | 107,111 | 2,902,712 $ | Sep 11, 2026 | direct |
| Sharp Douglas J | Senior Managing Director | 88,387 | 2,395,288 $ | Aug 31, 2026 | direct |
| Johnston Shannon A | SMD and CIOO | 40,569 | 1,099,420 $ | Oct 16, 2026 | direct |
| Butcher Stephanie | Senior Managing Director | 10,205 | 276,556 $ | Sep 9, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Nov 2, 2026 | Invesco Advisers, Inc. | Director | Other | 16,435 | 28.47 | 467,873 |
| Oct 30, 2026 | Invesco Advisers, Inc. | Director | Other | 8,969 | 28.47 | 255,330 |
| Oct 16, 2026 | Johnston Shannon A | SMD and CIOO | Other | 12,526 | 28.20 | 353,233 |
| Oct 16, 2026 | Johnston Shannon A | SMD and CIOO | Other | 28,249 | 0.00 | – |
| Oct 1, 2026 | Invesco Advisers, Inc. | Director | Other | 16,176 | 28.49 | 460,890 |
| Sep 30, 2026 | Invesco Advisers, Inc. | Director | Other | 8,969 | 28.49 | 255,547 |
| Sep 11, 2026 | Wood Phoebe A | Director | Sell | 3,000 | 32.44 | 97,320 |
| Sep 9, 2026 | Butcher Stephanie | Senior Managing Director | Sell | 45,095 | 32.28 | 1,455,779 |
| Sep 9, 2026 | Lo Andrew Tak Shing | Senior Managing Director | Sell | 100,840 | 32.20 | 3,247,048 |
| Sep 8, 2026 | Lo Andrew Tak Shing | Senior Managing Director | Sell | 42,530 | 32.85 | 1,396,898 |
| Sep 4, 2026 | Dukes Laura Allison | Chief Financial Officer | Other | 7,600 | 0.00 | – |
| Sep 4, 2026 | Dukes Laura Allison | Chief Financial Officer | Sell | 31,075 | 33.16 | 1,030,537 |
| Sep 1, 2026 | Invesco Advisers, Inc. | Director | Other | 15,149 | 28.45 | 430,994 |
| Aug 31, 2026 | Butcher Stephanie | Senior Managing Director | Other | 9,761 | 32.78 | 319,966 |
| Aug 31, 2026 | Butcher Stephanie | Senior Managing Director | Other | 20,766 | 0.00 | – |
| Aug 31, 2026 | Butcher Stephanie | Senior Managing Director | Other | 9,015 | 32.78 | 295,512 |
| Aug 31, 2026 | Butcher Stephanie | Senior Managing Director | Other | 19,179 | 0.00 | – |
| Aug 31, 2026 | Butcher Stephanie | Senior Managing Director | Other | 11,984 | 32.78 | 392,836 |
| Aug 31, 2026 | Butcher Stephanie | Senior Managing Director | Other | 25,497 | 0.00 | – |
| Aug 31, 2026 | Sharp Douglas J | Senior Managing Director | Other | 22,642 | 0.00 | – |
| Aug 31, 2026 | Sharp Douglas J | Senior Managing Director | Other | 10,358 | 32.78 | 339,535 |
| Aug 31, 2026 | Sharp Douglas J | Senior Managing Director | Other | 22,404 | 0.00 | – |
| Aug 31, 2026 | Sharp Douglas J | Senior Managing Director | Other | 5,524 | 32.78 | 181,077 |
| Aug 31, 2026 | Sharp Douglas J | Senior Managing Director | Other | 11,891 | 0.00 | – |
| Aug 31, 2026 | Sharp Douglas J | Senior Managing Director | Other | 6,331 | 32.78 | 207,530 |
| Aug 31, 2026 | Sharp Douglas J | Senior Managing Director | Other | 13,548 | 0.00 | – |
| Aug 31, 2026 | Invesco Advisers, Inc. | Director | Other | 8,969 | 28.45 | 255,171 |
| Aug 31, 2026 | Invesco Advisers, Inc. | Director | Other | 52,637 | 26.04 | 1,370,510 |
| Aug 3, 2026 | Invesco Advisers, Inc. | Director | Other | 99,706 | 26.02 | 2,594,440 |
| Aug 3, 2026 | Invesco Advisers, Inc. | Director | Other | 13,519 | 28.37 | 383,577 |
| Jul 31, 2026 | Invesco Advisers, Inc. | Director | Other | 8,969 | 28.37 | 254,479 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: November 5, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.