Invesco (IVZ)
Invesco on one page: short interest, daily short volume, fails to deliver, planned sales, large holders, 13F holders, financials, earnings dates and insider trades. Listed on NYSE, classified by the SEC as investment advice.
16.4M
Short interest
settlement 2026-10-15
3.8
Days to cover
+0.7 days vs prior
52.4%
Short share of volume
2026-11-02
2
Fails to deliver
settlement 2026-10-09
Tue 26 Jan
Next earnings
estimated date
-$7.2M
Insider flow, 90 days
0 buys, 5 sells
As of 2026-11-02.
Short interest
FINRA, twice a month. The newest 48 settlements in the table, 48 in the chart. JSONAs of 15 October 2026, short interest in IVZ is 16,400,988 shares, up 3,320,166 shares over the last month. Over the last 48 readings it ranged from 8,101,459 shares (31 March 2025) to 20,385,227 shares (15 April 2026). At the reported average volume of 4.3M shares a day that is 3.8 days to cover.
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| Settlement | Shares short | Change | Avg daily volume | Days to cover |
|---|---|---|---|---|
| 2026-10-15 | 16,400,988 | +1.8% | 4,317,616 | 3.80 |
| 2026-09-30 | 16,111,028 | +23.2% | 5,188,151 | 3.11 |
| 2026-09-15 | 13,080,822 | +5.7% | 3,415,990 | 3.83 |
| 2026-08-31 | 12,375,805 | +11.6% | 3,462,081 | 3.57 |
| 2026-08-14 | 11,091,933 | -32.1% | 4,954,428 | 2.24 |
| 2026-07-31 | 16,339,881 | -16.1% | 5,291,832 | 3.09 |
| 2026-07-15 | 19,476,004 | +6.5% | 4,569,648 | 4.26 |
| 2026-06-30 | 18,294,159 | +7.7% | 6,380,897 | 2.87 |
| 2026-06-15 | 16,987,680 | -11.8% | 5,347,196 | 3.18 |
| 2026-05-29 | 19,271,767 | +7.0% | 4,368,899 | 4.41 |
| 2026-05-15 | 18,001,854 | +1.6% | 4,525,218 | 3.98 |
| 2026-04-30 | 17,725,438 | -13.1% | 7,123,223 | 2.49 |
| 2026-04-15 | 20,385,227 | +14.0% | 6,247,101 | 3.26 |
| 2026-03-31 | 17,879,615 | +14.0% | 4,666,707 | 3.83 |
| 2026-03-13 | 15,683,606 | +4.9% | 5,882,823 | 2.67 |
| 2026-02-27 | 14,956,908 | -4.1% | 4,455,447 | 3.36 |
| 2026-02-13 | 15,602,872 | +3.1% | 7,059,892 | 2.21 |
| 2026-01-30 | 15,131,992 | +3.2% | 6,810,955 | 2.22 |
| 2026-01-15 | 14,660,020 | +13.3% | 6,012,155 | 2.44 |
| 2025-12-31 | 12,934,907 | -6.0% | 4,254,588 | 3.04 |
| 2025-12-15 | 13,753,860 | +7.8% | 6,494,089 | 2.12 |
| 2025-11-28 | 12,758,643 | +1.4% | 3,627,242 | 3.52 |
| 2025-11-14 | 12,586,136 | +7.6% | 3,996,997 | 3.15 |
| 2025-10-31 | 11,696,379 | -15.1% | 7,464,570 | 1.57 |
| 2025-10-15 | 13,779,320 | +1.3% | 4,545,482 | 3.03 |
| 2025-09-30 | 13,600,293 | +0.7% | 4,526,627 | 3.00 |
| 2025-09-15 | 13,501,911 | +3.7% | 3,709,222 | 3.64 |
| 2025-08-29 | 13,023,630 | -7.9% | 3,580,566 | 3.64 |
| 2025-08-15 | 14,134,648 | +0.7% | 5,207,130 | 2.71 |
| 2025-07-31 | 14,033,908 | -2.8% | 11,288,349 | 1.24 |
| 2025-07-15 | 14,442,084 | -5.5% | 4,952,738 | 2.92 |
| 2025-06-30 | 15,274,291 | +24.1% | 4,817,946 | 3.17 |
| 2025-06-13 | 12,303,105 | +4.6% | 5,345,181 | 2.30 |
| 2025-05-30 | 11,765,154 | -19.7% | 4,621,644 | 2.55 |
| 2025-05-15 | 14,653,865 | +1.7% | 4,367,166 | 3.36 |
| 2025-04-30 | 14,408,007 | +27.0% | 6,412,194 | 2.25 |
| 2025-04-15 | 11,344,622 | +40.0% | 8,657,558 | 1.31 |
| 2025-03-31 | 8,101,459 | -21.7% | 4,930,071 | 1.64 |
| 2025-03-14 | 10,349,156 | -6.3% | 6,644,982 | 1.56 |
| 2025-02-28 | 11,046,337 | +5.6% | 3,996,118 | 2.76 |
| 2025-02-14 | 10,462,687 | -12.4% | 3,837,228 | 2.73 |
| 2025-01-31 | 11,945,228 | +41.1% | 5,607,217 | 2.13 |
| 2025-01-15 | 8,462,570 | -14.2% | 3,119,694 | 2.71 |
| 2024-12-31 | 9,859,206 | -9.3% | 3,043,514 | 3.24 |
| 2024-12-13 | 10,864,770 | +16.4% | 3,223,564 | 3.37 |
| 2024-11-29 | 9,335,884 | -5.1% | 3,064,435 | 3.05 |
| 2024-11-15 | 9,838,471 | +14.6% | 3,693,747 | 2.66 |
| 2024-10-31 | 8,586,310 | -1.7% | 3,890,238 | 2.21 |
Daily short volume
FINRA Reg SHO, the last 30 sessions. JSONAs of 2 November 2026, the short share of IVZ volume is 52.4%, up 6.4 points over the last five sessions. Over the last 30 readings it ranged from 29.9% (23 October 2026) to 69.9% (29 September 2026). The latest reading is in line with the 30-session average of 52.0%, on 2.5M shares reported.
| Date | Short volume | Total volume | Short share | Exempt |
|---|---|---|---|---|
| 2026-11-02 | 1.3M | 2.5M | 52.4% | 2,089 |
| 2026-10-30 | 705K | 1.8M | 40.2% | 13,412 |
| 2026-10-29 | 683K | 1.3M | 53.3% | 379 |
| 2026-10-28 | 1.2M | 1.9M | 61.8% | 5 |
| 2026-10-27 | 1.2M | 2.3M | 54.7% | 5 |
| 2026-10-26 | 1.6M | 3.4M | 46.1% | 0 |
| 2026-10-23 | 1.1M | 3.6M | 29.9% | 855 |
| 2026-10-22 | 750K | 1.8M | 41.4% | 204 |
| 2026-10-21 | 991K | 1.9M | 52.3% | 1,275 |
| 2026-10-20 | 841K | 1.5M | 57.5% | 54 |
| 2026-10-19 | 613K | 1.2M | 50.1% | 666 |
| 2026-10-16 | 588K | 1.4M | 41.4% | 365 |
| 2026-10-15 | 827K | 1.8M | 46.2% | 2,402 |
| 2026-10-14 | 571K | 1.1M | 50.7% | 746 |
| 2026-10-13 | 313K | 799K | 39.2% | 1,139 |
| 2026-10-12 | 399K | 837K | 47.7% | 172 |
| 2026-10-09 | 1.1M | 1.8M | 57.4% | 1,906 |
| 2026-10-08 | 623K | 1.1M | 56.5% | 2,739 |
| 2026-10-07 | 943K | 1.6M | 59.4% | 4,655 |
| 2026-10-06 | 933K | 1.5M | 61.6% | 1,084 |
| 2026-10-05 | 711K | 1.3M | 54.4% | 71 |
| 2026-10-02 | 823K | 1.3M | 64.6% | 30 |
| 2026-10-01 | 746K | 1.3M | 55.5% | 5,178 |
| 2026-09-30 | 791K | 1.2M | 66.5% | 1,049 |
| 2026-09-29 | 1.2M | 1.8M | 69.9% | 1,374 |
| 2026-09-28 | 1.1M | 1.7M | 61.0% | 0 |
| 2026-09-25 | 935K | 2.7M | 34.9% | 11,795 |
| 2026-09-24 | 1.5M | 2.7M | 56.9% | 743 |
| 2026-09-23 | 546K | 1.6M | 34.1% | 0 |
| 2026-09-22 | 784K | 1.3M | 61.5% | 204 |
Fails to deliver
SEC, the last 30 settlement dates with a fail. JSONAs of 9 October 2026, the fails-to-deliver balance in IVZ is 2 shares, down 20,648 shares over the last settlement date. Over the last 30 readings it ranged from 1 share (30 June 2026) to 37,364,740 shares (29 June 2026). The latest reading sits at the bottom of that range.
| Settlement | Shares failed | Price | Value |
|---|---|---|---|
| 2026-10-09 | 2 | $30.09 | $60 |
| 2026-09-28 | 20,650 | $30.92 | $638K |
| 2026-09-22 | 57,181 | $31.38 | $1.8M |
| 2026-09-10 | 212 | $32.09 | $7K |
| 2026-09-04 | 173 | $32.71 | $6K |
| 2026-09-01 | 1,976 | $32.78 | $65K |
| 2026-08-20 | 120 | $32.21 | $4K |
| 2026-08-10 | 261 | $31.58 | $8K |
| 2026-08-05 | 84 | $32.00 | $3K |
| 2026-07-20 | 2,189 | $29.63 | $65K |
| 2026-07-07 | 998 | $27.83 | $28K |
| 2026-07-01 | 425 | $26.39 | $11K |
| 2026-06-30 | 1 | $26.30 | $26 |
| 2026-06-29 | 37,364,740 | $26.16 | $977.5M |
| 2026-06-25 | 1,908 | $25.97 | $50K |
| 2026-06-15 | 160 | $28.92 | $5K |
| 2026-06-01 | 95 | $28.46 | $3K |
| 2026-05-15 | 305 | $27.73 | $8K |
| 2026-04-15 | 6 | $24.72 | $148 |
| 2026-04-06 | 2,641 | $24.14 | $64K |
| 2026-04-02 | 3,764 | $24.32 | $92K |
| 2026-03-31 | 367 | $23.29 | $9K |
| 2026-03-25 | 44 | $23.98 | $1K |
| 2026-03-18 | 1,561 | $23.73 | $37K |
| 2026-03-13 | 1,579 | $22.90 | $36K |
| 2026-03-02 | 602 | $26.26 | $16K |
| 2026-02-17 | 74 | $26.52 | $2K |
| 2026-02-05 | 344,720 | $26.84 | $9.3M |
| 2026-02-04 | 347,803 | $26.53 | $9.2M |
| 2026-01-23 | 10,875 | $29.24 | $318K |
Insider trades
SEC Form 4, newest first. JSONInsiders at IVZ reported 5 open-market sells worth $7.2M in the last 90 days and no open-market buys. Latest filing: JOHNSTON SHANNON A (SMD and CIOO) on 2026-10-16.
| Date | Insider | Title | Type | Shares | Price | Value | Owned after |
|---|---|---|---|---|---|---|---|
| 2026-10-16 | JOHNSTON SHANNON A | SMD and CIOO | Tax withholding | 13K | $28.20 | $353K | 41K |
| 2026-10-16 | JOHNSTON SHANNON A | SMD and CIOO | Grant | 28K | $0.00 | $0 | 53K |
| 2026-09-11 | WOOD PHOEBE A | Director | Sell | 3K | $32.44 | $97K | 107K |
| 2026-09-09 | Lo Andrew Tak Shing | Senior Managing Director | Sell | 101K | $32.20 | $3.2M | 812K |
| 2026-09-09 | Butcher Stephanie | Senior Managing Director | Sell | 45K | $32.28 | $1.5M | 10K |
| 2026-09-08 | Lo Andrew Tak Shing | Senior Managing Director | Sell | 43K | $32.84 | $1.4M | 913K |
| 2026-09-04 | DUKES LAURA ALLISON | Chief Financial Officer | Gift | 8K | $0.00 | $0 | 252K |
| 2026-09-04 | DUKES LAURA ALLISON | Chief Financial Officer | Sell | 31K | $33.16 | $1.0M | 259K |
| 2026-08-31 | Sharp Douglas J | Senior Managing Director | Grant | 23K | $0.00 | $0 | 88K |
| 2026-08-31 | Sharp Douglas J | Senior Managing Director | Tax withholding | 10K | $32.78 | $340K | 66K |
| 2026-08-31 | Sharp Douglas J | Senior Managing Director | Grant | 22K | $0.00 | $0 | 76K |
| 2026-08-31 | Sharp Douglas J | Senior Managing Director | Tax withholding | 6K | $32.78 | $181K | 54K |
| 2026-08-31 | Sharp Douglas J | Senior Managing Director | Grant | 12K | $0.00 | $0 | 59K |
| 2026-08-31 | Sharp Douglas J | Senior Managing Director | Tax withholding | 6K | $32.78 | $208K | 47K |
| 2026-08-31 | Sharp Douglas J | Senior Managing Director | Grant | 14K | $0.00 | $0 | 54K |
| 2026-08-31 | Butcher Stephanie | Senior Managing Director | Tax withholding | 10K | $32.78 | $320K | 55K |
| 2026-08-31 | Butcher Stephanie | Senior Managing Director | Grant | 21K | $0.00 | $0 | 65K |
| 2026-08-31 | Butcher Stephanie | Senior Managing Director | Tax withholding | 9K | $32.78 | $296K | 44K |
| 2026-08-31 | Butcher Stephanie | Senior Managing Director | Grant | 19K | $0.00 | $0 | 53K |
| 2026-08-31 | Butcher Stephanie | Senior Managing Director | Tax withholding | 12K | $32.78 | $393K | 34K |
| 2026-08-31 | Butcher Stephanie | Senior Managing Director | Grant | 25K | $0.00 | $0 | 46K |
| 2026-07-02 | Kupor Jeffrey H | Senior Managing Director | Tax withholding | 26K | $27.01 | $702K | 126K |
| 2026-07-02 | Schlossberg Andrew | President and CEO | Tax withholding | 156K | $27.01 | $4.2M | 743K |
| 2026-07-02 | Lo Andrew Tak Shing | Senior Managing Director | Exercise or conversion | 117K | $0.00 | $0 | 956K |
| 2026-07-02 | DUKES LAURA ALLISON | Chief Financial Officer | Tax withholding | 52K | $27.01 | $1.4M | 290K |
| 2026-05-15 | Johnson Elizabeth S. | Director | Grant | 8K | $0.00 | $0 | 49K |
| 2026-05-15 | Tolliver Paula | Director | Grant | 8K | $0.00 | $0 | 66K |
| 2026-05-15 | Sheinwald Nigel | Director | Grant | 8K | $0.00 | $0 | 102K |
| 2026-05-15 | WOOD PHOEBE A | Director | Grant | 8K | $0.00 | $0 | 110K |
| 2026-05-15 | WOMACK CHRISTOPHER C | Director | Grant | 8K | $0.00 | $0 | 60K |
| 2026-05-15 | WAGONER G RICHARD JR | Director | Grant | 8K | $0.00 | $0 | 108K |
| 2026-05-15 | Glavin William Francis Jr | Director | Grant | 8K | $0.00 | $0 | 81K |
| 2026-05-15 | GIBBONS THOMAS P | Director | Grant | 8K | $0.00 | $0 | 47K |
| 2026-05-15 | Finke Thomas M | Director | Grant | 8K | $0.00 | $0 | 64K |
| 2026-05-15 | Beshar Sarah | Director | Grant | 8K | $0.00 | $0 | 115K |
| 2026-03-13 | Smith Alan Leonard | SMD and CHRO | Tax withholding | 4K | $23.00 | $89K | 14K |
| 2026-03-13 | Smith Alan Leonard | SMD and CHRO | Grant | 9K | $0.00 | $0 | 18K |
| 2026-02-28 | JOHNSTON SHANNON A | SMD and CIOO | Tax withholding | 4K | $26.26 | $104K | 25K |
| 2026-02-28 | JOHNSTON SHANNON A | SMD and CIOO | Grant | 9K | $0.00 | $0 | 29K |
| 2026-02-28 | Wong Tony | Senior Managing Director | Tax withholding | 18K | $26.26 | $469K | 127K |
| 2026-02-28 | Wong Tony | Senior Managing Director | Grant | 17K | $0.00 | $0 | 145K |
| 2026-02-28 | Wong Tony | Senior Managing Director | Grant | 15K | $0.00 | $0 | 128K |
| 2026-02-28 | Smith Alan Leonard | SMD and CHRO | Tax withholding | 4K | $26.26 | $105K | 10K |
| 2026-02-28 | Smith Alan Leonard | SMD and CHRO | Grant | 9K | $0.00 | $0 | 14K |
| 2026-02-28 | Vacheron Terry | Chief Accounting Officer | Tax withholding | 3K | $26.26 | $75K | 20K |
| 2026-02-28 | Vacheron Terry | Chief Accounting Officer | Grant | 2K | $0.00 | $0 | 22K |
| 2026-02-28 | Vacheron Terry | Chief Accounting Officer | Grant | 3K | $0.00 | $0 | 20K |
| 2026-02-28 | Sharp Douglas J | Senior Managing Director | Tax withholding | 22K | $26.26 | $569K | 40K |
| 2026-02-28 | Sharp Douglas J | Senior Managing Director | Grant | 46K | $0.00 | $0 | 62K |
| 2026-02-28 | Kupor Jeffrey H | Senior Managing Director | Tax withholding | 7K | $26.26 | $187K | 152K |
| 2026-02-28 | Kupor Jeffrey H | Senior Managing Director | Grant | 6K | $0.00 | $0 | 159K |
| 2026-02-28 | Kupor Jeffrey H | Senior Managing Director | Grant | 5K | $0.00 | $0 | 153K |
| 2026-02-28 | Schlossberg Andrew | President and CEO | Tax withholding | 94K | $26.26 | $2.5M | 899K |
| 2026-02-28 | Schlossberg Andrew | President and CEO | Grant | 55K | $0.00 | $0 | 993K |
| 2026-02-28 | Schlossberg Andrew | President and CEO | Grant | 43K | $0.00 | $0 | 938K |
| 2026-02-28 | Schlossberg Andrew | President and CEO | Grant | 81K | $0.00 | $0 | 895K |
| 2026-02-28 | Lo Andrew Tak Shing | Senior Managing Director | Grant | 18K | $0.00 | $0 | 839K |
| 2026-02-28 | Lo Andrew Tak Shing | Senior Managing Director | Grant | 18K | $0.00 | $0 | 821K |
| 2026-02-28 | Lo Andrew Tak Shing | Senior Managing Director | Grant | 14K | $0.00 | $0 | 803K |
| 2026-02-28 | Lo Andrew Tak Shing | Senior Managing Director | Grant | 83K | $0.00 | $0 | 789K |
| 2026-02-28 | Lo Andrew Tak Shing | Senior Managing Director | Grant | 16K | $0.00 | $0 | 705K |
| 2026-02-28 | DUKES LAURA ALLISON | Chief Financial Officer | Tax withholding | 58K | $26.26 | $1.5M | 342K |
| 2026-02-28 | DUKES LAURA ALLISON | Chief Financial Officer | Grant | 26K | $0.00 | $0 | 400K |
| 2026-02-28 | DUKES LAURA ALLISON | Chief Financial Officer | Grant | 18K | $0.00 | $0 | 374K |
| 2026-02-28 | DUKES LAURA ALLISON | Chief Financial Officer | Grant | 63K | $0.00 | $0 | 356K |
| 2026-02-28 | Butcher Stephanie | Senior Managing Director | Tax withholding | 9K | $26.26 | $243K | 21K |
| 2026-02-06 | Wong Tony | Senior Managing Director | Tax withholding | 40K | $26.82 | $1.1M | 113K |
| 2026-01-15 | Sharp Douglas J | Senior Managing Director | Tax withholding | 14K | $29.39 | $403K | 16K |
| 2026-01-15 | Sharp Douglas J | Senior Managing Director | Grant | 29K | $0.00 | $0 | 29K |
| 2025-12-11 | Schlossberg Andrew | President and CEO | Gift | 19K | $0.00 | $0 | 814K |
| 2025-10-31 | Sharp Douglas J | Senior Managing Director | Sell | 160K | $23.56 | $3.8M | 192 |
| 2025-10-16 | JOHNSTON SHANNON A | SMD and CIOO | Tax withholding | 8K | $22.80 | $190K | 20K |
| 2025-10-16 | JOHNSTON SHANNON A | SMD and CIOO | Grant | 28K | $0.00 | $0 | 28K |
| 2025-09-10 | Butcher Stephanie | Senior Managing Director | Sell | 103K | $22.12 | $2.3M | 30K |
| 2025-08-31 | Sharp Douglas J | Senior Managing Director | Tax withholding | 11K | $21.89 | $231K | 160K |
| 2025-08-31 | Sharp Douglas J | Senior Managing Director | Grant | 22K | $0.00 | $0 | 171K |
| 2025-08-31 | Sharp Douglas J | Senior Managing Director | Tax withholding | 6K | $21.89 | $122K | 148K |
| 2025-08-31 | Sharp Douglas J | Senior Managing Director | Grant | 12K | $0.00 | $0 | 154K |
| 2025-08-31 | Sharp Douglas J | Senior Managing Director | Tax withholding | 6K | $21.89 | $139K | 142K |
| 2025-08-31 | Sharp Douglas J | Senior Managing Director | Grant | 14K | $0.00 | $0 | 148K |
| 2025-08-31 | Sharp Douglas J | Senior Managing Director | Tax withholding | 4K | $21.89 | $90K | 135K |
| 2025-08-31 | Sharp Douglas J | Senior Managing Director | Grant | 9K | $0.00 | $0 | 139K |
| 2025-08-31 | Butcher Stephanie | Senior Managing Director | Tax withholding | 9K | $21.89 | $197K | 133K |
| 2025-08-31 | Butcher Stephanie | Senior Managing Director | Grant | 19K | $0.00 | $0 | 142K |
| 2025-08-31 | Butcher Stephanie | Senior Managing Director | Tax withholding | 12K | $21.89 | $262K | 123K |
| 2025-08-31 | Butcher Stephanie | Senior Managing Director | Grant | 25K | $0.00 | $0 | 135K |
| 2025-08-27 | DUKES LAURA ALLISON | Chief Financial Officer | Gift | 35K | $0.00 | $0 | 293K |
| 2025-05-15 | WOOD PHOEBE A | Director | Grant | 13K | $0.00 | $0 | 102K |
| 2025-05-15 | Beshar Sarah | Director | Grant | 13K | $0.00 | $0 | 107K |
| 2025-05-15 | Finke Thomas M | Director | Grant | 13K | $0.00 | $0 | 56K |
| 2025-05-15 | Glavin William Francis Jr | Director | Grant | 13K | $0.00 | $0 | 73K |
| 2025-05-15 | Sheinwald Nigel | Director | Grant | 13K | $0.00 | $0 | 94K |
| 2025-05-15 | GIBBONS THOMAS P | Director | Grant | 13K | $0.00 | $0 | 39K |
| 2025-05-15 | Tolliver Paula | Director | Grant | 13K | $0.00 | $0 | 58K |
| 2025-05-15 | Johnson Elizabeth S. | Director | Grant | 13K | $0.00 | $0 | 41K |
| 2025-05-15 | WOMACK CHRISTOPHER C | Director | Grant | 13K | $0.00 | $0 | 52K |
| 2025-05-15 | WAGONER G RICHARD JR | Director | Grant | 13K | $0.00 | $0 | 100K |
| 2025-03-15 | Smith Alan Leonard | SMD and CHRO | Grant | 9K | $0.00 | $0 | 9K |
| 2025-03-15 | Smith Alan Leonard | SMD and CHRO | Tax withholding | 4K | $15.28 | $59K | 5K |
| 2025-02-28 | Sharp Douglas J | Senior Managing Director | Tax withholding | 4K | $17.39 | $75K | 130K |
Form 4 filings are due within two business days of the trade. Insiders sell for many reasons that say nothing about the company; open-market buys are rarer.
Planned sales (Form 144)
Newest first. JSON6 Form 144 notices on file for IVZ worth $11.0M at the prices reported; 5 in the last 90 days worth $7.2M. Latest: WOOD PHOEBE A filed on 2026-09-11 to sell 3,000 shares ($97K) from 2026-09-11.
| Filed | Seller | Shares | Market value | Of outstanding | Sale from | Broker |
|---|---|---|---|---|---|---|
| 2026-09-11 | WOOD PHOEBE ADirector | 3K | $97K | 0.001% | 2026-09-11 | Fidelity Brokerage Services LLC |
| 2026-09-09 | Lo Andrew Tak ShingOfficer | 101K | $3.2M | 0.023% | 2026-09-09 | Fidelity Brokerage Services LLC |
| 2026-09-09 | Butcher StephanieOfficer | 45K | $1.5M | 0.010% | 2026-09-09 | Fidelity Brokerage Services LLC |
| 2026-09-08 | Lo Andrew Tak ShingOfficer | 43K | $1.4M | 0.010% | 2026-09-08 | Fidelity Brokerage Services LLC |
| 2026-09-08 | DUKES LAURA ALLISONOfficer | 31K | $1.0M | 0.007% | 2026-09-04 | Jones Trading Institutional Services, LLC |
| 2025-10-31 | Sharp Douglas JOfficer | 160K | $3.8M | 0.036% | 2025-10-31 | Fidelity Brokerage Services LLC |
Large holders (13D and 13G)
One row per reporting person with its latest filing, newest first. JSON1 holder reports 5% or more of IVZ in its latest filing, on Schedule 13G (passive). The holder is Vanguard Capital Management at 7.2% of the class (31,740,914 shares), filed 2026-04-30 for an event on 2026-03-31.
| Filed | Form | Holder | Shares | Of class | Event |
|---|---|---|---|---|---|
| 2026-08-10 | 13G/Ano. 3 | Millennium Management LLCother entity | 17.1M | 3.9% | 2026-06-30 |
| 2026-08-10 | 13G/Ano. 3 | Millennium Group Management LLCother entity | 17.1M | 3.9% | 2026-06-30 |
| 2026-08-10 | 13G/Ano. 3 | Israel A. Englanderindividual | 17.1M | 3.9% | 2026-06-30 |
| 2026-08-10 | 13G/Ano. 3 | Integrated Core Strategies (US) LLCother entity | 13.0M | 3.0% | 2026-06-30 |
| 2026-04-30 | 13G | Vanguard Capital Managementinvestment adviser | 31.7M | 7.2% | 2026-03-31 |
| 2026-03-27 | 13G/Ano. 14 | The Vanguard Groupinvestment adviser | 0 | 0.0% | 2026-03-13 |
13F holders
Tracked managers holding IVZ at their latest 13F. JSON7 of the 30 tracked managers held IVZ at their latest 13F, $997.7M in total at quarter-end prices. Millennium Management is the largest at $414.0M (0.1% of its portfolio) as of 2026-06-30. Over the prior quarter 4 added shares and 3 cut.
| Fund | Quarter | Shares | Value | Of portfolio | Change in shares |
|---|---|---|---|---|---|
| Millennium Management | 2026-06-30 | 15.7M | $414.0M | 0.15% | -6.0M |
| AQR Capital Management | 2026-06-30 | 12.6M | $332.6M | 0.12% | +80K |
| D. E. Shaw & Co. | 2026-06-30 | 3.7M | $97.3M | 0.05% | +717K |
| Citadel Advisors | 2026-06-30 | 1.9M | $49.1M | 0.01% | +1.6M |
| Trian Fund Management | 2026-06-30 | 1.6M | $42.9M | 1.01% | -1.3M |
| Fisher Asset Management | 2026-06-30 | 1.4M | $38.2M | 0.01% | -14K |
| Two Sigma Investments | 2026-06-30 | 890K | $23.5M | 0.02% | +502K |
Only the 30 tracked managers on the funds hub; a 13F reports long positions in US listed stock at quarter end, 45 days late, and says nothing about shorts or positions sold since.
Financials
SEC XBRL, as filed. JSONIn Q2 FY 2026 (quarter ended 2026-06-30) Invesco reported revenue of $1.83B, up 20.5% from the same quarter a year earlier (0.76 diluted EPS). In FY 2025 it generated $1.53B of operating cash flow and spent $123.6M on buybacks and $377.3M on dividends. As of 2026-06-30, cash was $915.4M against $1.62B of debt.
- Cash
- $915.4M
- Debt
- $1.62B
- Equity
- $12.47B
- Total assets
- $27.47B
- Shares outstanding
- 441,499,780
Quarterly, last 8 quarters
| Quarter | Period end | Revenue | Net income | Margin | Diluted EPS |
|---|---|---|---|---|---|
| Q2 FY 2026 | 2026-06-30 | $1.83B | n/a | n/a | 0.76 |
| Q1 FY 2026 | 2026-03-31 | $1.74B | n/a | n/a | 0.51 |
| Q4 FY 2025derived | 2025-12-31 | $1.69B | n/a | n/a | n/a |
| Q3 FY 2025 | 2025-09-30 | $1.64B | n/a | n/a | 0.66 |
| Q2 FY 2025 | 2025-06-30 | $1.52B | n/a | n/a | -0.03 |
| Q1 FY 2025 | 2025-03-31 | $1.53B | $171.1M | 11.2% | 0.38 |
| Q4 FY 2024derived | 2024-12-31 | $1.59B | $209.3M | 13.1% | n/a |
| Q3 FY 2024 | 2024-09-30 | $1.52B | $55.0M | 3.6% | 0.12 |
Fiscal years, with buybacks and dividends
| Fiscal year | Ends | Revenue | Net income | Operating cash flow | Capex | Buybacks | Dividends |
|---|---|---|---|---|---|---|---|
| FY 2025 | 2025-12-31 | $6.38B | n/a | $1.53B | $84.3M | $123.6M | $377.3M |
| FY 2024 | 2024-12-31 | $6.07B | $538.0M | $1.19B | $69.1M | $79.3M | $371.5M |
| FY 2023 | 2023-12-31 | $5.72B | -$333.7M | $1.30B | $164.3M | $187.5M | $357.9M |
| FY 2022 | 2022-12-31 | $6.05B | $683.9M | $703.2M | $192.9M | $244.7M | $334.8M |
| FY 2021 | 2021-12-31 | $6.89B | $1.39B | $1.08B | $108.8M | $60.9M | $307.7M |
Quarters are the three-month figures the company reports; a fourth quarter marked derived is the fiscal year less the three reported quarters, since companies report it only inside the 10-K. Fiscal years are the annual figures. Buybacks are the cash the company paid to repurchase its common stock in the year, not the amount authorized. Balance sheet lines are as of 2026-06-30; shares outstanding as of 2026-06-30 from the cover page.
What this page is
Invesco in the regulatory record
Regulators publish company data in separate files that never sit next to each other: FINRA's twice-monthly short interest, its daily short sale volume, the SEC's fails-to-deliver counts, and each insider's Form 4. A company page puts those series for one ticker on one URL, with planned sales, large holders, 13F holders and financials beside them, so the short position, the daily flow, the settlement fails and what insiders are doing can be read together.
Each section has its own history table, a one-line summary of the latest figures and its own JSON and CSV links, and says when its source last updated.
This page follows Invesco (IVZ), SEC CIK 914208, listed on NYSE, classified by the SEC as investment advice. The cross-market tables live on the short interest and insider transactions hubs.
Source and updates
- Short interest
- FINRA consolidated short interestSource: FINRA.Twice a month, about eight business days after settlement. Latest 2026-10-15.JSON and CSV
- Daily short volume
- FINRA Reg SHO daily filesSource: FINRA.Every trading day, the morning after FINRA posts it. Latest 2026-11-02.JSON and CSV
- Fails to deliver
- SEC fails-to-deliver dataSource: SEC.Twice a month, a few weeks after the half month ends. Latest 2026-10-09.JSON and CSV
- Planned sales
- SEC EDGAR Form 144Source: SEC.New notices appear shortly after the SEC posts them; a notice is filed on or before the sale. Latest 2026-09-11.JSON and CSV
- Large holders
- SEC EDGAR Schedule 13D and 13GSource: SEC.New filings appear shortly after the SEC posts them. A 13D is due within five business days of crossing 5%; a 13G follows the passive schedule. Latest 2026-08-10.JSON and CSV
- 13F holders
- SEC EDGAR Form 13F-HRSource: SEC.Quarterly, filed within 45 days of quarter end; 30 tracked managers. Latest 2026-06-30.JSON and CSV
- Financials
- SEC EDGAR 10-K and 10-Q filingsSource: SEC.Weekly; values are as filed in the 10-Q and 10-K. Latest 2026-06-30.JSON and CSV
- Earnings dates
- SEC EDGAR 8-K filings (Item 2.02)Source: SEC.Twice a day. Reported dates come from the company's 8-K filings; the next date is marked as an estimate until the 8-K arrives. Latest 2026-10-27.JSON and CSV
- Insider trades
- SEC EDGAR Form 4Source: SEC.New filings appear shortly after the SEC posts them; they're due two business days after the trade. Latest 2026-10-16.JSON and CSV
- Company record
- EDGAR filing index for CIK 914208Ticker, name and exchange from the SEC's company list, refreshed weekly.
- Rate limits
- 10 requests a minute without a key, 30 with a free key from a free account.
How to read it
- Read the position against the flow: rising short interest with a high daily short share is new shorting; rising short interest with a normal short share is old shorts holding on.
- Insider buys next to a large short position are rare and stand out; insider sells next to one are common and mean little.
- Fails to deliver matter relative to the float, not in absolute shares; a million failed shares in a mega cap is noise.
Analysis of what the data shows, not advice. XOOMAR does not recommend buying, selling or holding anything.
Other companies the SEC classifies as investment advice
Other company pages
Datasets
Frequently Asked Questions
How much of IVZ is sold short?
16,400,988 shares were held short at the 2026-10-15 settlement, 3.8 days of average volume. FINRA publishes the next count about eight business days after the 15th and the last business day of the month.
What is IVZ's daily short volume?
On 2026-11-02, 1,306,476 of the 2,492,452 IVZ shares reported to FINRA were sold short, 52.4% of the day's reported volume. Short volume is a flow for one day, not a position.
Does IVZ have fails to deliver?
The SEC's latest file shows 2 IVZ shares failed to deliver at settlement 2026-10-09. Fails are reported per settlement date and published twice a month with a lag.
Are IVZ insiders buying or selling?
Insiders at IVZ reported 5 open-market sells worth $7.2M in the last 90 days and no open-market buys. Latest filing: JOHNSTON SHANNON A (SMD and CIOO) on 2026-10-16.
Have IVZ insiders filed to sell?
6 Form 144 notices on file for IVZ worth $11.0M at the prices reported; 5 in the last 90 days worth $7.2M. Latest: WOOD PHOEBE A filed on 2026-09-11 to sell 3,000 shares ($97K) from 2026-09-11.
Who owns 5% or more of IVZ?
1 holder reports 5% or more of IVZ in its latest filing, on Schedule 13G (passive). The holder is Vanguard Capital Management at 7.2% of the class (31,740,914 shares), filed 2026-04-30 for an event on 2026-03-31.
What did IVZ report last quarter?
In Q2 FY 2026 (quarter ended 2026-06-30) Invesco reported revenue of $1.83B, up 20.5% from the same quarter a year earlier (0.76 diluted EPS). In FY 2025 it generated $1.53B of operating cash flow and spent $123.6M on buybacks and $377.3M on dividends. As of 2026-06-30, cash was $915.4M against $1.62B of debt.
Which tracked 13F managers own IVZ?
7 of the 30 tracked 13F managers held IVZ shares at their latest filing, $997.7M in all. The largest: Izzy Englander's Millennium Management (15.7M shares, $414.0M), Cliff Asness's AQR Capital Management (12.6M shares, $332.6M), D. E. Shaw & Co. (3.7M shares, $97.3M), Ken Griffin's Citadel Advisors (1.9M shares, $49.1M), Nelson Peltz's Trian Fund Management (1.6M shares, $42.9M), Ken Fisher's Fisher Asset Management (1.4M shares, $38.2M). The table above lists all 7.
Data on this page is provided for informational purposes only and is not financial advice. See our editorial policy.