Net institutional outflow of $799 million in Q1 2026, with net buyer count 347 versus 268 sellers, but net value change negative confirms net distribution. No insider trading data available.

Confirmation

Sustained net selling by institutions or any insider selling would reinforce the bearish outlook.

Invalidation Risk

A reversal to net institutional accumulation or a cluster of insider buying would invalidate this verdict.

The above is AI-generated from public regulatory filings and summarizes historical data only. It is not investment advice and should not be used as the basis for any buy or sell decision.

Insider Trading (Form 4)

12-Month Buy/Sell Activity

Sep 25

BuySell

Action	Insider	Title	Date	Value
Sell	Sharp Douglas J	Senior Managing Director	2025-10-31	$3.77M
Sell	Butcher Stephanie	Senior Managing Director	2025-09-10	$2.28M

View all insider trades →

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

Filings (14d)

Data as of 2026-07-10

2026-07-10

No AI summary for this filing type

View Full Filing (SEC EDGAR)

View all Form 8-K filings

FAQ

Who are the top institutional investors holding Invesco Ltd. (IVZ)?

Major stakeholders currently include Massachusetts Mutual Life Insurance Co ($2.0B), BlackRock, Inc. ($941.2M), Vanguard Capital Management LLC ($679.3M). Based on the latest 13F filings, there are a total of 632 tracked investment funds and institutions maintaining positions in IVZ.

What is the overall institutional sentiment toward IVZ recently?

Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $799.2M, driven by 348 managers accumulating shares while 268 reduced their exposure.

Which institutions have been selling or reducing their IVZ positions?

In the latest period, 192 funds trimmed their holdings, and 76 managers completely exited their positions. The aggregate reported sell value was $3.7B.

Are there any notable investors adding IVZ to their portfolios?

Yes, buying activity remains notable. 79 institutions opened new positions in {ticker}, and 269 existing holders added to their shares. The total reported buy value for the quarter amounted to $4.6B.