IVZ
Invesco Ltd.
Set alert
27.76 USD -1.26 -4.34%
27.38 Day range 28.64
22.44 52-week range 33.31
- YTD
- +5.67%
- 1 year
- +18.23%
- Open
- 28.64
- Prev close
- 29.02
- Mkt cap
- 12.20B
- Vol
- 5.86M
- Avg vol
- 4.51M
- EPS
- -0.69
- P/E
- 0.00
- Div yield
- 2.96%
More statistics
- Low
- 27.38
- High
- 28.64
- Forward P/E
- 8.44
- Beta
- 1.63
- Short ratio
- 3.46
- Inst. own
- 98.84%
- Dividend
- 0.86
- Ex-div date
- Nov 12, 2026
- Earnings
- Jan 26, 2027
- 50-d avg
- 30.61
- 200-d avg
- 27.99
- 1y target
- 35.07
Ownership
Held by insiders 0.60%
Held by institutions 98.84%
Float held by institutions 99.44%
Institutions 947
Top institutional holders
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Co. | 18.35% | 81,332,319 | 2.25B | Jun 29, 2026 |
| Blackrock Inc. | 8.73% | 38,713,707 | 1.07B | Jun 29, 2026 |
| Vanguard Capital Management LLC | 6.34% | 28,104,027 | 778.62M | Jun 29, 2026 |
| Dimensional Fund Advisors LP | 4.90% | 21,716,982 | 601.67M | Jun 29, 2026 |
| Vanguard Portfolio Management LLC | 4.16% | 18,458,992 | 511.41M | Jun 29, 2026 |
| State Street Corporation | 3.79% | 16,793,008 | 465.25M | Jun 29, 2026 |
Top mutual fund holders
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 3.02% | 13,372,609 | 370.49M | Jun 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | 2.59% | 11,488,622 | 318.29M | Jun 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 2.18% | 9,652,150 | 267.41M | Jun 29, 2026 |
| iShares Trust-iShares Select Dividend ETF | 2.08% | 9,212,621 | 255.24M | Sep 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | 1.38% | 6,118,099 | 169.50M | Jun 29, 2026 |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | 1.38% | 6,095,751 | 168.88M | Sep 29, 2026 |
Insiders
| Insider | Relation | Latest transaction | Date | Shares held |
|---|---|---|---|---|
| BESHAR SARAH E | Director | Stock Award(Grant) | May 14, 2026 | 115,166 |
| DUKES LAURA ALLISON | Chief Financial Officer | Stock Gift | Sep 3, 2026 | 251,583 |
| KUPOR JEFFREY HOWARD | Officer | Stock Award(Grant) | Feb 26, 2026 | 151,820 |
| LO ANDREW TAK SHING | Officer | Sale | Sep 8, 2026 | 812,477 |
| SCHLOSSBERG ANDREW R | Chief Executive Officer | Stock Award(Grant) | Feb 26, 2026 | 898,715 |
| SHARP DOUGLAS J | Officer | Stock Award(Grant) | Aug 30, 2026 | 88,387 |
Held by funds
223 US ETFs and mutual funds hold IVZ · largest positions