AI summary pending
View Full Filing (SEC EDGAR)Invesco Ltd.
$28.53+1.7%
+$575.3M
Net Activity
+4.09% total shares
Institutions Holding
674
Popularity Rank
#823
Avg Weight
0.23%
Total Value
$11.9B
674 institutions currently hold IVZ, with 377 net buyers and 295 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
295
Net Buying Institutions
377
Top 5 by Value
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Across its top 20 institutional holders, IVZ's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 9/100, avg. turnover score 43/100).
IVZ ranks #823 out of 37701 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
IVZ is a top-conviction position for Massachusetts Mutual Life Insurance Co — at 90.2% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
Del-Sette Capital Management, LLC has added to its IVZ position for two straight quarters, increasing it by $3.3M to reach $6.8M today.
Y-Intercept has trimmed its IVZ position for two straight quarters, cutting it by $6.2M while still holding $694.6K.
IVZ is up 1.7% today, and institutions have been net buyers of $575.3M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
IVZ reported a net loss of $81.5M over the trailing twelve months.
+$1.8B
Total Buy Value
$833.7M
Total Sell Value
377
Net Buyers
295
Net Sellers
IVZ
Q2 2026
Top 5 Institutional Movers
-$178.2M
+$137.5M
IVZ does not currently show a 13F-and-insider convergence signal — its insider confidence score is 0/100, below the threshold this product uses to flag combined buying pressure.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
0
unique buyers
—
buy value
12-Month Buy/Sell Activity
| Action | Insider | Date | Value |
|---|---|---|---|
| Sell | Phoebe A Wood | 2026-09-11 | $97K |
| Sell | Douglas J Sharp | 2025-10-31 | $3.77M |
| Sell | Stephanie Butcher | 2025-09-10 | $2.28M |
| Action | Member | Trade Date | Amount |
|---|---|---|---|
| Sell (Full) | Gary C Peters Senate | 2024-10-17 | $1K–$15K |
5
Filings (90d)
$7.23M
Total Est. Value
223K shares
Planned Shares
| Filer | Filing Date | Est. Value |
|---|---|---|
| WOOD PHOEBE A | 2026-09-11 | $97K |
| Lo Andrew Tak Shing | 2026-09-09 | $3.25M |
| Butcher Stephanie | 2026-09-09 | $1.46M |
| Lo Andrew Tak Shing | 2026-09-08 | $1.40M |
| DUKES LAURA ALLISON | 2026-09-08 | $1.03M |
Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。
0
Active 5%+ Holders
| Reporting Person | Type | Filing Date | % of Class |
|---|---|---|---|
| Integrated Core Strategies (US) LLC | 13G/A | 2026-08-10 | 3.9% |
5
Filings (14d)
AI summary pending
View Full Filing (SEC EDGAR)AI summary pending
View Full Filing (SEC EDGAR)No AI summary for this filing type
View Full Filing (SEC EDGAR)AI summary pending
View Full Filing (SEC EDGAR)On Aug. 11, 2026, Invesco Ltd. issued a press release with its preliminary assets under management (AUM) as of July 31, 2026. This 8-K was filed under Regulation FD, and the release is attached as Exhibit 99.1. Note that the excerpt only says the press release was issued — it does not include the actual AUM figure.
View Full Filing (SEC EDGAR)G491BT108, B28XP76 , g491bt108
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REST API
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