Wednesday, October 28, 2026
Data from SEC filings, checked daily
Public filings, plainly told
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StockCIK 914208

Invesco Ltd. (IVZ): Insider Trades and Fund Holdings

In the past 12 months, Invesco Ltd. insiders reported 0 open-market purchases worth $0 and 5 sales worth $7.23M; 0 of the sales were reported as made under a 10b5-1 trading plan.

0Insider buys, 12 months
$0Bought by insiders, 12 months
$7.23MSold by insiders, 12 months
1Tracked funds holding

Timeline: news and trades

Company filings (8-K), insider trades, notices of planned sales (Form 144) and fund moves in the past year, newest first.

  1. Oct 27, 2026NewsCompany reported: Signed a material agreement
  2. Oct 27, 2026NewsCompany reported: Quarterly or annual results
  3. Sep 11, 2026Insider saleDirector Phoebe A. Wood sold $97,320
  4. Sep 11, 2026Planned saleWOOD PHOEBE A (director) filed notice to sell about $97,322 around Sep 11, 2026
  5. Sep 9, 2026Insider saleSenior Managing Director Andrew Tak Shing Lo sold $3.2 million
  6. Sep 9, 2026Insider saleSenior Managing Director Stephanie Butcher sold $1.5 million
  7. Sep 9, 2026Planned saleLo Andrew Tak Shing (officer) filed notice to sell about $3.2 million around Sep 9, 2026
  8. Sep 9, 2026Planned saleButcher Stephanie (officer) filed notice to sell about $1.5 million around Sep 9, 2026
  9. Sep 8, 2026Insider saleSenior Managing Director Andrew Tak Shing Lo sold $1.4 million
  10. Sep 4, 2026Insider saleCFO Laura Allison Dukes sold $1 million
  11. Jun 30, 2026FundTrian Fund Management cut 45% in Q2 2026 (13F filed Aug 12, 2026)

Recent insider trades

Open-market purchases (code P) and sales (code S) from Form 4. Grants, option exercises and gifts are not shown. Latest filing: Sep 14, 2026.

Recent IVZ insider trades
FiledTradedInsiderRoleTypeSharesPrice ($)ValueHoldingFiling
Sep 14Sep 11Phoebe A. WoodDirectorDirector▼ SELL3,00032.44$97K−2.7%Form 4 ↗
Sep 10Sep 9Andrew Tak Shing LoSenior Managing DirectorSenior Managing Director▼ SELL100,84032.20$3.25M−11%Form 4 ↗
Sep 10Sep 9Stephanie ButcherSenior Managing DirectorSenior Managing Director▼ SELL45,09532.28$1.46M−82%Form 4 ↗
Sep 10Sep 8Andrew Tak Shing LoSenior Managing DirectorSenior Managing Director▼ SELL42,53032.84$1.40M−4.4%Form 4 ↗
Sep 9Sep 4Laura Allison DukesCFOCFO▼ SELL31,07533.16$1.03M−11%Form 4 ↗
Source: SEC Form 4 filings, retrieved Oct 28, 2026. How we read filings

Insiders who traded in the past year

InsiderRoleBuysBoughtSellsSoldLatest
Phoebe A. WoodDirector0$01$97KSep 14, 2026
Andrew Tak Shing LoSenior Managing Director0$02$4.64MSep 10, 2026
Stephanie ButcherSenior Managing Director0$01$1.46MSep 10, 2026
Laura Allison DukesCFO0$01$1.03MSep 9, 2026

Buybacks and executive pay

Invesco Ltd. spent $123.6 million buying back its own shares in 2025.

From the company's XBRL data filed with the SEC. "Actually paid" is the SEC's pay-versus-performance measure, which counts changes in the value of stock awards. "Value of $100 invested" is the company's cumulative shareholder return as reported, usually measured from five years earlier. See all buybacks and CEO pay across companies.

Tracked funds that report IVZ

From each fund's latest 13F. Holdings are as of quarter end and are filed up to 45 days later.

FundQuarterSharesValue% of portfolioChange
Trian Fund ManagementQ2 20261,625,472$42.9M1.01%▼ −45.3%
Source: SEC Form 13F-HR filings, retrieved Oct 28, 2026. How we read filings

Reading these numbers

Insiders sell for many reasons: taxes, diversification, a house. Purchases with their own money are rarer and are usually read as more informative. A Form 4 is due within two business days of the trade. How to read a Form 4 →