Invesco LTD (IVZ) Ownership & Trading Activity
Institutional holders, insider transactions, and congressional trades for IVZ. 13F holdings as of 2026-06-30.
Top Institutional Holders
| Institution | Shares | Value | Change |
|---|---|---|---|
| Wealth Enhancement Advisory Services | 1,969,959 | $56M | INCREASED |
| Wedge Capital Management L L P/NC | 1,208,058 | $32M | DECREASED |
| Sonoma Allocations | 447,018 | $38M | NEW |
| Wealthcare Capital Management | 432,545 | $11M | DECREASED |
| New York State Teachers Retirement System | 346,279 | $9M | DECREASED |
Recent Insider Trades
| Insider | Type | Shares | Value | Date |
|---|---|---|---|---|
| Andrew Schlossberg (President and CEO) | SELL | 156,007 | $4M | 2026-07-02 |
| Andrew Tak Shing Lo (Senior Managing Director) | EXERCISE | 116,754 | 2026-07-02 | |
| Jeffrey H Kupor (Senior Managing Director) | SELL | 26,002 | $702K | 2026-07-02 |
| Laura Allison Dukes (Chief Financial Officer) | SELL | 52,003 | $1M | 2026-07-02 |
| Sarah Beshar (Director) | AWARD | 8,112 | 2026-05-15 |
Full institutional holdings, insider history, and congressional trades for Invesco LTD on SentiSense.