Invesco IVZ

Invesco is the 469th largest S&P 500 company by market cap, worth $12.4 billion. 11 directors have filed with the SEC in the last 12 months (who counts), 1 of them an executive. 9 other officers are on file. At 30 Jun 2026, Massachusetts Mutual Life Insurance Co was its largest institutional holder, with 18.4% of the company.

CEO: Andrew Schlossberg
Sector: Financials
Sub-industry: Asset Management & Custody Banks
Headquarters: Atlanta, Georgia
Founded: 1935
More: Wikipedia

Market cap: $12.4B; 469th largest, 23 Oct 2026 close
Revenue: $6.4B; Fiscal year 2025
Price to sales: 1.9; Market cap over revenue
Employees: 7,500; 10-K
Market cap per employee: $1.7M; Market cap over employees
Connections: 3; S&P 500 companies sharing a director or officer

Largest institutional holders

Each fund group's share of Invesco. Where a company has several share classes, the share is of its total value.

13F filings for the quarter to 30 Jun 2026

Massachusetts Mutual Life Insurance Co18.4%
Vanguard11.4%
BlackRock8.8%
Dimensional Fund Advisors4.9%
State Street3.8%

These five hold 47.3% of Invesco.

Board and officers

3 people here also hold roles at other S&P 500 companies.

Roles filed up to 30 Sep 2026

Name	Title
Directors (11)
Andrew SchlossbergPresident and CEO	President and CEO
Sarah BesharDirector	Director
Thomas M. FinkeDirector	Director
Thomas P. GibbonsDirector	Director
William Francis Glavin Jr.Director	Director
Elizabeth S. JohnsonDirector	Director
Nigel SheinwaldDirector	Director
Paula TolliverDirectorAlso at C.H. Robinson	Director
G. Richard Wagoner Jr.Director	Director
Christopher C. WomackDirectorAlso at Southern Company	Director
Phoebe A. WoodDirectorAlso at PPL	Director
Officers (9)
Laura Allison DukesChief Financial OfficerLast filed 9 Sep 2026	Chief Financial Officer
Stephanie ButcherSenior Managing DirectorLast filed 10 Sep 2026	Senior Managing Director
Shannon A. JohnstonSMD and CIOOLast filed 3 Mar 2026	SMD and CIOO
Jeffrey H. KuporSenior Managing DirectorLast filed 7 Jul 2026	Senior Managing Director
Andrew Tak Shing LoSenior Managing DirectorLast filed 10 Sep 2026	Senior Managing Director
Douglas J. SharpSenior Managing DirectorLast filed 2 Sep 2026	Senior Managing Director
Alan Leonard SmithSMD and CHROLast filed 17 Mar 2026	SMD and CHRO
Terry VacheronChief Accounting OfficerLast filed 3 Mar 2026	Chief Accounting Officer
Tony WongSenior Managing DirectorLast filed 3 Mar 2026	Senior Managing Director

Companies that share people with Invesco

Each person's title here, then at the other company.

C.H. Robinson CHRW
- Paula Tolliver: Director here, Director there
PPL PPL
- Phoebe A. Wood: Director here, Director there
Southern Company SO
- Christopher C. Womack: Director here, Chairman, President & CEO there

Invesco's market cap since December 2008

Marked weeks are changes in the share count, such as a merger, not market moves.

Weekly, up to 23 Oct 2026

Log scaleShow equal percentage changes as equal steps.

The last week of each year, and the latest week
Week ending	Market cap
23 Oct 2026	$12.4B
26 Dec 2025	$12.0B
27 Dec 2024	$8.0B
29 Dec 2023	$8.0B
30 Dec 2022	$8.2B
31 Dec 2021	$10.6B
25 Dec 2020	$8.1B
27 Dec 2019	$8.1B
28 Dec 2018	$6.8B
29 Dec 2017	$14.9B
30 Dec 2016	$12.4B
25 Dec 2015	$13.9B
26 Dec 2014	$17.4B
27 Dec 2013	$16.2B
28 Dec 2012	$11.4B
30 Dec 2011	$9.1B
31 Dec 2010	$11.1B
25 Dec 2009	$10.0B
26 Dec 2008	$5.1B

Workforce

Employees: 7,500

With approximately 7,500 employees and an on-the-ground presence in more than 20 countries, Invesco is well positioned to meet the needs of investors across the globe.

Invesco Form 10-K

Insider trades

Open-market buys and sales by directors and officers. Grants, option exercises and shares withheld for tax are left out.

Trades from 30 Sep 2025 to 30 Sep 2026

Directors and officers sold $11.0 million of stock in 6 sales and made no open-market purchases in the 12 months to 30 Sep 2026.

Date	Person	Title	Type	Shares	Value
11 Sep 2026Sale	Phoebe A. WoodDirector	Director	Sale	3,000	$97K
9 Sep 2026Sale	Andrew Tak Shing LoSenior Managing Director	Senior Managing Director	Sale	100,840	$3.2M
9 Sep 2026Sale	Stephanie ButcherSenior Managing Director	Senior Managing Director	Sale	45,095	$1.5M
8 Sep 2026Sale	Andrew Tak Shing LoSenior Managing Director	Senior Managing Director	Sale	42,530	$1.4M
4 Sep 2026Sale	Laura Allison DukesChief Financial Officer	Chief Financial Officer	Sale	31,075	$1.0M
31 Oct 2025Sale	Douglas J. SharpSenior Managing Director	Senior Managing Director	Sale	160,000	$3.8M

Trades by members of Congress and officials

Trades members of Congress and senior executive branch officials disclosed, including their families'. Amounts are filed as ranges.

Trades from 20 Oct 2023 to 20 Oct 2026

6 people disclosed 6 purchases and 6 sales of Invesco stock since October 2023.

Date	Member or official	Type	Amount
13 Apr 2026	Rohit Khanna (House, D-CA)House, D-CA · Bought	Purchase	$1,001 to $15,000$1K to $15K
10 Apr 2026	Donald J Trump (President)President · Sold	Sale	$100,001 to $250,000$100K to $250K
17 Mar 2026	Kevin Hern (House, R-OK)House, R-OK · Sold	Sale	$15,001 to $50,000$15K to $50K
10 Feb 2026	Gilbert Cisneros (House, D-CA)House, D-CA · Sold	Sale	$1,001 to $15,000$1K to $15K
9 Jan 2026	Gilbert Cisneros (House, D-CA)House, D-CA · Bought	Purchase	$1,001 to $15,000$1K to $15K
23 Apr 2025	Rohit Khanna (House, D-CA)House, D-CA · Bought	Purchase	$1,001 to $15,000$1K to $15K
8 Apr 2025	Rob Bresnahan (House, R-PA)House, R-PA · Sold	Sale	$1,001 to $15,000$1K to $15K
12 Mar 2025	Rohit Khanna (House, D-CA)House, D-CA · Sold	Sale	$1,001 to $15,000$1K to $15K
6 Mar 2025	Rohit Khanna (House, D-CA)House, D-CA · Bought	Purchase	$1,001 to $15,000$1K to $15K
19 Feb 2025	Rohit Khanna (House, D-CA)House, D-CA · Bought	Purchase	$1,001 to $15,000$1K to $15K

Showing 10 of 12 trades

Not on file: no WARN layoff notices under its own name since October 2023.