Invesco Ltd.
IVZFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Invesco Ltd. Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
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Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 19 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated May 19, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| SBI Securities Co., Ltd. | 2026-03-31 | 6,922 | $168K | SEC filing |
| United Community Bank | 2026-03-31 | 12,147 | $295K | SEC filing |
| COLDSTREAM CAPITAL MANAGEMENT INC | 2026-03-31 | 12,447 | $302K | SEC filing |
| Quarry LP | 2026-03-31 | 10,023 | $243K | SEC filing |
| SIMA Wealth Partners, LLC | 2026-03-31 | 125 | $3.04K | SEC filing |
| Arax Advisory Partners | 2026-03-31 | 12,626 | $320K | SEC filing |
| Eurizon Capital SGR S.p.A. | 2026-03-31 | 2,574 | $60.2K | SEC filing |
| UniSuper Management Pty Ltd | 2026-03-31 | 67,714 | $1.64M | SEC filing |
| Allianz Asset Management GmbH | 2026-03-31 | 1,181,971 | $28.7M | SEC filing |
| PRIVATE TRUST CO NA | 2026-03-31 | 2,755 | $66.9K | SEC filing |
| LOUISBOURG INVESTMENTS INC. | 2026-03-31 | 8,675 | $211K | SEC filing |
| Venture Visionary Partners LLC | 2026-03-31 | 24,412 | $593K | SEC filing |
| Physician Wealth Advisors, Inc. | 2026-03-31 | 90 | $2.19K | SEC filing |
| Amundi | 2026-03-31 | 1,042,100 | $25.3M | SEC filing |
| Vestcor Inc | 2026-03-31 | 15,673 | Not shown | SEC filing |
| BARCLAYS PLC | 2026-03-31 | 2,396,056 | $58.2M | SEC filing |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 2026-03-31 | 960,441 | Not shown | SEC filing |
| Asset Management One Co., Ltd. | 2026-03-31 | 80,287 | $1.95M | SEC filing |
| Sterling Capital Management LLC | 2026-03-31 | 95,093 | $2.31M | SEC filing |
| Treasurer of the State of North Carolina | 2026-03-31 | 155,799 | Not shown | SEC filing |
- Each value is checked against Invesco Ltd.'s share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 3 rows: the filed value is about 1,000 times too small for the share count at Invesco Ltd.'s share price.
120 filers have only one report here.
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2025-10-31 | Sharp Douglas J · Senior Managing Director | Common Shares | S — Open market or private sale | −160,000 | 23.56 | SEC filing |
| 2025-09-10 | Butcher Stephanie · Senior Managing Director | Common Shares | S — Open market or private sale | −103,192 | 22.12 | SEC filing |
Showing 2 of 2 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-05-15 | WAGONER G RICHARD JR · Director | Common Shares | A — Grant, award, or other acquisition | +8,112 | SEC filing |
| 2026-05-15 | Glavin William Francis Jr · Director | Common Shares | A — Grant, award, or other acquisition | +8,112 | SEC filing |
| 2026-05-15 | WOOD PHOEBE A · Director | Common Shares | A — Grant, award, or other acquisition | +8,112 | SEC filing |
| 2026-05-15 | Tolliver Paula · Director | Common Shares | A — Grant, award, or other acquisition | +8,112 | SEC filing |
| 2026-05-15 | Finke Thomas M · Director | Common Shares | A — Grant, award, or other acquisition | +8,112 | SEC filing |
| 2026-05-15 | Sheinwald Nigel · Director | Common Shares | A — Grant, award, or other acquisition | +8,112 | SEC filing |
| 2026-05-15 | WOMACK CHRISTOPHER C · Director | Common Shares | A — Grant, award, or other acquisition | +8,112 | SEC filing |
| 2026-05-15 | Johnson Elizabeth S. · Director | Common Shares | A — Grant, award, or other acquisition | +8,112 | SEC filing |
Showing 8 of 33 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2023-07-09 | Wong Tony · Senior Managing Director | Common Shares | J — Other acquisition or disposition | +417 | SEC filing |
Showing 1 of 1 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.