Company Analysis

Invesco LTD (IVZ)

NYSE: IVZ · Investment Advice · Atlanta, GA · filing with the SEC since 1994
Grade4.4
◀ Past 5.2● Present 4.6▶ Future 3.3

Who owns Invesco LTD

As filed with the SEC
Holders of 5% or more
2
Blackrock, Inc. holds 8.1% of Common Stock, as its SCHEDULE 13G/A filed Apr 23, 2025 says.
Directors and officers
28
report now, of 47 people on the record since 2007. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 2 named at left.
Holders of 5% or moreshare of the class, as filed
Blackrock, Inc.
8.1%
Vanguard Capital Management
7.15%
Nelson Peltz
SCHEDULE 13D/A · filed May 22, 2025 · Common Stock par value $0.20 per share · reported falling below 5%
under 5%
Millennium Management LLC
SCHEDULE 13G/A · filed Aug 10, 2026 · Common Stock, par value $0.20 per share · reported falling below 5%, from 4.9% in Feb 12, 2026
under 5%
The Vanguard Group
SCHEDULE 13G/A · filed Mar 27, 2026 · Common Stock · reported falling below 5%
under 5%
What IVZ reports owning in othersstakes of 5% or more, and other ties
Invesco Equal Weight 0-30 Year Treasury ETF
SCHEDULE 13G/A · filed Aug 13, 2026 · Exchange Traded Fund
31%
Invesco Russell 1000 Dynamic Multifactor ETF
SCHEDULE 13G/A · filed Aug 13, 2026 · Exchange Traded Fund
21.9%
Genesis Energy, L.P. GEL
SCHEDULE 13G/A · filed May 9, 2025 · Partnership Interest
15.4%
OPAL Fuels Inc. OPAL
13.4%
Amentum Holdings, Inc. AMTM
10.1%
Penguin Solutions, Inc. PENG
9%
Ichor Holdings ICHR
8.4%
USA Compression Partners Lp USAC
SCHEDULE 13G/A · filed May 6, 2026 · Partnership Interest
8.4%
ARKO Petroleum Corp. APC
8%
Kodiak Gas Services, Inc. KGS
8%
The other 86
Invesco AAA CLO Floating Rate Note ETF
7.8%
Summit Midstream Corporation
7.8%
7.4%
Allegro MicroSystems, Inc.
7.3%
Ultra Clean Holdings Inc
7%
6.7%
6.6%
HIVE Digital Technologies Ltd.
6.4%
Northern Oil and Gas, Inc.
6.3%
Charles River Laboratories International, Inc.
6.2%
Ligand Pharmaceuticals Incorporated
6.1%
Cognizant Technology Solutions Corporation
5.9%
ESCO Technologies, Inc.
5.8%
Full Truck Alliance Co. Ltd.
5.8%
Coca-Cola Europacific Partners plc
5.7%
Integer Holdings Corporation
5.7%
Par Pacific Holdings, Inc.
5.5%
Atmus Filtration Technologies Inc.
5.5%
Western Alliance Bancorporation
5.4%
New Oriental Education and Technology Group, Inc.
5.4%
BrightSpring Health Services, Inc.
5.3%
5.2%
Monolithic Power Systems, Inc.
5.2%
QuidelOrtho Corporation
5.1%
Hess Midstream LP Class A Share representing a limited partner Interest
5.1%
Skyward Specialty Insurance Group, Inc.
5%
Chord Energy Corporation
5%
Alignment Healthcare, Inc.
5%
Collegium Pharmaceutical, Inc.
5%
ADMA Biologics Inc
SCHEDULE 13G/A · filed Feb 12, 2026 · reported falling below 5%
under 5%
DXC Technology Company
SCHEDULE 13G/A · filed Aug 7, 2025 · reported falling below 5%
under 5%
Microchip Technology Incorporated
SCHEDULE 13G/A · filed Jul 15, 2026 · reported falling below 5%
under 5%
BioLife Solutions, Inc.
SCHEDULE 13G/A · filed May 6, 2026 · reported falling below 5%
under 5%
Encompass Health Corporation
SCHEDULE 13G/A · filed Feb 12, 2026 · reported falling below 5%
under 5%
Itron, Inc.
SCHEDULE 13G/A · filed Nov 6, 2025 · reported falling below 5%
under 5%
MACOM Technology Solutions Holdings, Inc.
SCHEDULE 13G/A · filed Feb 7, 2025 · reported falling below 5%
under 5%
iShares 3-7 Year Treasury Bond ETF
SCHEDULE 13G/A · filed May 9, 2025 · reported falling below 5%
under 5%
Antero Midstream Corporation
SCHEDULE 13G/A · filed Nov 6, 2025 · reported falling below 5%
under 5%
Archrock Inc
SCHEDULE 13G/A · filed Nov 6, 2025 · reported falling below 5%
under 5%
Epam Systems, Inc.
SCHEDULE 13G/A · filed Aug 13, 2026 · reported falling below 5%
under 5%
World Kinect Corporation
SCHEDULE 13G/A · filed May 9, 2025 · reported falling below 5%
under 5%
H World Group Limited
SCHEDULE 13G/A · filed Feb 12, 2026 · reported falling below 5%
under 5%
Integra LifeSciences Holdings Corporation
SCHEDULE 13G/A · filed Nov 6, 2025 · reported falling below 5%
under 5%
ManpowerGroup
SCHEDULE 13G/A · filed Nov 6, 2025 · reported falling below 5%
under 5%
Tenet Healthcare Corporation New
SCHEDULE 13G/A · filed May 9, 2025 · reported falling below 5%
under 5%
XPO, Inc.
SCHEDULE 13G/A · filed May 6, 2026 · reported falling below 5%
under 5%
Coherent Corp.
SCHEDULE 13G/A · filed Aug 7, 2025 · reported falling below 5%
under 5%
Harmonic Inc.
SCHEDULE 13G/A · filed Aug 7, 2025 · reported falling below 5%
under 5%
Twist Bioscience Corporation
SCHEDULE 13G/A · filed Aug 7, 2025 · reported falling below 5%
under 5%
Travel + Leisure Co.
SCHEDULE 13G/A · filed May 6, 2026 · reported falling below 5%
under 5%
Autohome Inc.
SCHEDULE 13G/A · filed May 6, 2026 · reported falling below 5%
under 5%
Insperity, Inc
SCHEDULE 13G/A · filed Aug 13, 2026 · reported falling below 5%
under 5%
Cheesecake Factory Incorporated
SCHEDULE 13G/A · filed Aug 7, 2025 · reported falling below 5%
under 5%
Lumentum Holdings Inc.
SCHEDULE 13G/A · filed Nov 6, 2025 · reported falling below 5%
under 5%
Endava plc
SCHEDULE 13G/A · filed Nov 6, 2025 · reported falling below 5%
under 5%
The Bancorp Inc
SCHEDULE 13G/A · filed May 6, 2026 · reported falling below 5%
under 5%
Applied Optoelectronics, Inc.
SCHEDULE 13G/A · filed May 6, 2026 · reported falling below 5%
under 5%
Enphase Energy, Inc.
SCHEDULE 13G/A · filed Nov 6, 2025 · reported falling below 5%
under 5%
Paymentus Holdings, Inc.
SCHEDULE 13G/A · filed May 6, 2026 · reported falling below 5%
under 5%
StepStone Group Inc.
SCHEDULE 13G/A · filed May 6, 2026 · reported falling below 5%
under 5%
Sweetgreen, Inc.
SCHEDULE 13G/A · filed Aug 7, 2025 · reported falling below 5%
under 5%
Vishay Intertechnology, Inc.
SCHEDULE 13G/A · filed Aug 7, 2025 · reported falling below 5%
under 5%
MaxLinear, Inc.
SCHEDULE 13G/A · filed Feb 7, 2025 · reported falling below 5%
under 5%
Columbus McKinnon Corporation
SCHEDULE 13G/A · filed May 6, 2026 · reported falling below 5%
under 5%
Hain Celestial Group, Inc.
SCHEDULE 13G/A · filed Aug 7, 2025 · reported falling below 5%
under 5%
Trueblue, Inc.
SCHEDULE 13G/A · filed May 8, 2026 · reported falling below 5%
under 5%
Globant S.A.
SCHEDULE 13G/A · filed Nov 6, 2025 · reported falling below 5%
under 5%
Herc Holdings Inc.
SCHEDULE 13G/A · filed Jul 7, 2026 · reported falling below 5%
under 5%
State Street SPDR S&P Oil & Gas Exploration & Production ETF
SCHEDULE 13G/A · filed Aug 13, 2026 · reported falling below 5%
under 5%
EnLink Midstream LLC
SCHEDULE 13G/A · filed May 9, 2025 · reported falling below 5%
under 5%
Clipper Realty Inc.
SCHEDULE 13G/A · filed May 9, 2025 · reported falling below 5%
under 5%
Rigel Pharmaceuticals, Inc.
SCHEDULE 13G/A · filed Feb 7, 2025 · reported falling below 5%
under 5%
Marathon Oil Corp
SCHEDULE 13G/A · filed Feb 7, 2025 · reported falling below 5%
under 5%
Invesco DB Precious Metals Fund
SCHEDULE 13G/A · filed Jan 8, 2025 · reported falling below 5%
under 5%

136 subsidiaries in 19 countries, from the list filed with the 10-K filed Feb 24, 2026. Its Form 13F-HR for Jun 30, 2026 lists 3,819 holdings. The record carries no value for them.

Insider tradesForm 4
5sales
0purchases
0sales on a scheduled plan
4people selling
$7.2Msold, in dollars
$0bought, in dollars
Open-market trades on Form 4 from Nov 2, 2025 to Nov 2, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
16171819202122232526
2026 runs to Nov 2, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window4 of 50 on the roster
PersonRole as filedSalesSoldOn a planBuysBought
Lo Andrew Tak ShingSenior Managing Director2$4.6M00$0
Butcher StephanieSenior Managing Director1$1.5M00$0
Dukes Laura AllisonChief Financial Officer1$1.0M00$0
Wood Phoebe Adirector1$100,00000$0
SI Assistanton IVZ · research, not advice