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Invesco Ltd. IVZ NYSE

NYSE • Financial Services • Asset Management • US • USD

SharesGrow Score
55/100
3/7 Pass
SharesGrow Intrinsic Value
$85.00
+243.9%
Analyst Price Target
$30.44
+23.1%

Invesco Ltd. (IVZ) has 20 known insider and institutional holders on record. The largest holder is MASSACHUSETTS MUTUAL LIFE INSURANCE CO with 81,332,319 shares. Other notable holders include MM Asset Management Holding LLC and MassMutual Holding LLC.

Over the last 12 months, insiders have made 30 transactions in IVZ stock — 10 buys (valued at RSU Award) and 2 sells (valued at $6.05M). Insider buying has outpaced selling during this period, which may signal confidence in the company's prospects.

IVZ Insider Ownership

Top Holder
MASSACHUSETTS MUTUAL LIFE INSURANCE CO
81,332,319 shares
Buys (12 mo)
10
$0.00 value
Sells (12 mo)
2
$6.05M value
12-Month Transaction Activity
Buy 33%
Sell 7%
Top Insider Holders
# Name Role Shares Owned Last Filed Relative Size
1 Massachusetts Mutual Life Insurance Co Director 81,332,319 2022-06-15
100%
2 Mm Asset Management Holding Llc 10 Percent Owner 80,504,729 2022-06-15
99%
3 Massmutual Holding Llc Director 79,677,139 2022-05-02
98%
4 Trian Fund Management, L.p. 10 Percent Owner 46,205,566 2023-01-31
57%
5 Invesco Realty, Inc. 10 Percent Owner 1,052,464 2023-10-04
1%
6 Kelley Karen Dunn Senior Managing Director 718,804 2016-12-15
1%
7 Starr Loren M Smd & CFO 654,755 2020-07-13
1%
8 Flanagan Martin L President & CEO 649,704 2023-03-02
1%
9 Carome Kevin M Smd and General Counsel 625,493 2022-03-02
1%
10 Taylor Philip Senior Managing Director 272,255 2019-03-21
0%
11 Mcgreevey Gregory Senior Managing Director 260,403 2022-03-10
0%
12 Meadows Colin Senior Managing Director 135,937 2021-11-10
0%
13 Canion Rod Director 122,931 2020-10-29
0%
14 Lo Andrew Tak Shing Senior Managing Director 116,754 2023-07-03
0%
15 Lege Annette Chief Accounting Officer 110,143 2022-03-02
0%
16 Beshar Sarah Director 107,035 2025-05-19
0%
17 Wood Phoebe A Director 101,999 2025-05-19
0%
18 Wagoner G Richard Jr Director 99,758 2025-05-19
0%
19 Sheinwald Nigel Director 93,856 2025-05-19
0%
20 Krevitt Jennifer Smd & Chief HR Officer 91,120 2023-07-03
0%
Recent Transactions (last 12 months)
Date Name Role Type Shares Price Value
2026-03-13 Smith Alan Leonard Smd and Chro Option Exercise (Sell) 8,641 - -
2026-02-28 Johnston Shannon A Smd and Cioo Tax Withholding of RSU 3,970 $26.26 $104.25K
2026-02-28 Butcher Stephanie Senior Managing Director Tax Withholding of RSU 9,237 $26.26 $242.56K
2026-02-28 Wong Tony Senior Managing Director Option Exercise (Sell) 15,343 - -
2026-02-28 Smith Alan Leonard Smd and Chro Tax Withholding of RSU 4,014 $26.26 $105.41K
2026-02-28 Vacheron Terry Chief Accounting Officer Option Exercise (Sell) 2,534 - -
2026-02-28 Sharp Douglas J Senior Managing Director Tax Withholding of RSU 21,685 $26.26 $569.45K
2026-02-28 Kupor Jeffrey H Senior Managing Director Option Exercise (Sell) 5,003 - -
2026-02-28 Dukes Laura Allison Chief Financial Officer Option Exercise (Sell) 17,659 - -
2026-02-28 Schlossberg Andrew President and CEO Option Exercise (Sell) 42,749 - -
2026-02-28 Lo Andrew Tak Shing Senior Managing Director Option Exercise (Sell) 16,479 - -
2026-02-06 Wong Tony Senior Managing Director Tax Withholding of RSU 40,113 $26.82 $1.08M
2026-01-15 Sharp Douglas J Senior Managing Director Tax Withholding of RSU 13,719 $29.39 $403.2K
2025-12-11 Schlossberg Andrew President and CEO Gift (Given) 18,800 - -
2025-10-31 Sharp Douglas J Senior Managing Director Informative Sell 160,000 $23.56 $3.77M
2025-10-16 Johnston Shannon A Smd and Cioo Tax Withholding of RSU 8,345 $22.80 $190.27K
2025-09-10 Butcher Stephanie Senior Managing Director Informative Sell 103,192 $22.12 $2.28M
2025-08-31 Butcher Stephanie Senior Managing Director Option Exercise (Sell) 25,497 - -
2025-08-31 Sharp Douglas J Senior Managing Director Option Exercise (Sell) 8,731 - -
2025-08-27 Dukes Laura Allison Chief Financial Officer Gift (Given) 34,764 - -
2025-05-15 Johnson Elizabeth S. Director RSU Award 12,728 - -
2025-05-15 Tolliver Paula Director RSU Award 12,728 - -
2025-05-15 Beshar Sarah Director RSU Award 12,728 - -
2025-05-15 Sheinwald Nigel Director RSU Award 12,728 - -
2025-05-15 Finke Thomas M Director RSU Award 12,728 - -
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