Invesco Ltd. (IVZ)
- Sector
- Financials
- Industry
- Asset Management & Custody Banks
- Last price
- $28.68
- As of
Kresmion compiles this page from IVZ's SEC filings, its 13F institutional holders and the market events Kresmion detects, each linked to its source.
Invesco Ltd. (IVZ): 4 institutional managers tracked by Kresmion reported non-option positions in their 2026Q2 Form 13F filings, and the most recent SEC filing on record for the company is a Form 8-K filed 2026-10-27.
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Preview the IVZ dossierActive events for IVZ
- high13F: funds added
4 tracked funds increased IVZ this 2026Q2, institutional consensus
- highInsider cluster: sales
2 insiders at IVZ sold $6.1M this week
- high13F: funds reduced
3 tracked funds reduced IVZ this 2026Q2, institutional consensus
- high13F: large reduction
CITADEL ADVISORS LLC cut 76% of IVZ (2026Q2)
- high13F: large increase
CITADEL ADVISORS LLC added +796% to IVZ (2026Q2)
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Every event on IVZ, as it fires
You are seeing 5 of 34 events recorded on IVZ since 2026-05-05.
The five above landed across 3 days. The other 29 were recorded on 5 other days. 26 of the 34 are institutional flow rows, which arrive in batches on filing days.
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Largest reported share positions in IVZ (2026Q2)
| Manager / security | Market value | % portfolio | QoQ |
|---|---|---|---|
| MILLENNIUM MANAGEMENT LLCCUSIP G491BT108 · 2026Q2 | $414M | 0.15% | , |
| D. E. Shaw & Co., Inc.CUSIP G491BT108 · 2026Q2 | $97.3M | 0.05% | , |
| CITADEL ADVISORS LLCCUSIP G491BT108 · 2026Q2 | $49.1M | 0.01% | , |
| TWO SIGMA INVESTMENTS, LPCUSIP G491BT108 · 2026Q2 | $23.5M | 0.02% | , |
Quarterly SEC Form 13F disclosures from the managers Kresmion tracks, not a complete ownership ranking. Non-option holdings only; reported put and call positions are excluded. Different securities are labeled by CUSIP. Values are reporting-period snapshots, not current position values. Filings can arrive up to 45 days after quarter-end.
Recent SEC filings, IVZ
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
IVZ against its peers
IVZ's net margin of -2.7% ranks in the 4th percentile of 11 Asset Management & Custody Banks sub-industry peers, fiscal periods ending between 2025-09-30 and 2025-12-31.
| Metric | IVZ | Peer median | Percentile | n |
|---|---|---|---|---|
| Revenue FY | 6.4B USD | 14.5B USD | 21 | 11 |
| Operating margin | -10.9% | n/a | n/a | 3 |
| Net margin | -2.7% | 20.9% | 4 | 11 |
| Return on equity | -1.4% | 12.5% | 4 | 11 |
| P / E | n/a | 20.1x | n/a | 9 |
| 1 year | 19.7% | 19.0% | 50 | 8 |
Peers (11): BEN, TROW, ARES, NTRS, AMP, STT, APO, KKR, BX, BNY, BLK. Fiscal periods ending between 2025-09-30 and 2025-12-31. Every figure is one full fiscal year read from one annual filing (IVZ: 10-K), reported in USD. Nothing is trailing twelve months and nothing is converted between currencies. Source: SEC EDGAR XBRL company facts (public domain); prices from Kresmion's daily equity market-data snapshot. Open the full comparison.
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