IVZ Invesco Ltd Common Stock

NYSE · Financial Services · View on SEC EDGAR ↗
$32.06
Price · Aug 18, 2026
Fundamentals as of Aug 4, 2026
52W Range
$20–$33
95% of range
Analyst Rating
HOLD
18 analysts
Price Target
$33
+3% upside
P/E (TTM)
-20.0
ROE
-1.3%
Net Profit Margin
-2.7%

About Invesco Ltd Common Stock Company overview from Wikipedia

Invesco Ltd., organized in Bermuda, with principal executive offices in Atlanta, Georgia, is an investment management company. The company has clients in 120 countries.

Read more

Invesco Ltd., organized in Bermuda, with principal executive offices in Atlanta, Georgia, is an investment management company. The company has clients in 120 countries.

As of December 31, 2025, the company had $2.2 trillion in assets under management including $407 billion in Invesco QQQ; $630 billion in other exchange-traded funds and index funds; $311 billion in actively-managed fixed income accounts; $298 billion in actively-managed equities accounts; $130 billion in private credit and real estate investments; $132 billion in Invesco Great Wall, a joint venture in China; $189 billion in Global Liquidity/money market funds, and $69 billion in other types of accounts. It had $1.5 trillion invested for retail clients and $0.7 trillion invested for institutional clients.

## History

The company traces its roots to H. Lotery & Co. Ltd., a UK-based advisory firm formed in 1935.

In 1978, Citizens & Southern National Bank sold its money management operations, then named INVESCO, to Charles Brady and eight partners for $230,000.

In November 1986, Britannia Arrow bought a 45% stake in INVESCO for £47 million. In November 1988, Britannia bought the rest of INVESCO for £75 million. Beginning in the late 1980s, efforts to apply INVESCO's more quantitative investment techniques to the UK equities market failed and the company's investments underperformed in the early 1990s recession, resulting in client losses.

In August 1995, the company became a public company via an initial public offering.

From 1996 to 2001, A. D. Frazier was CEO of the company.

In 1997, the company acquired AIM Management Group and changed its name to Amvescap.

In March 1999, the company launched the Invesco QQQ exchange-traded fund.

In 2000, the company acquired Perpetual, a British investment manager. The company had been founded in 1973 by Martyn Arbib, who was its biggest shareholder at the time of the purchase. The British unit took the name Invesco Perpetual. Neil Woodford, described as Perpetual's "star income manager", continued to be employed by Amvescap/Invesco until 2013.

In October 2004, the company agreed to a $450 million settlement with the State Attorney Generals of New York and Colorado, and the United States Securities and Exchange Commission after the company allegedly allowed over 40 individuals and entities to engage in market timing trading in mutual funds managed by Invesco in exchange for advisory fees.

In July 2006, the company agreed to acquire WL Ross & Co for $100 million upfront and potential earn-out payments to bring the purchase price to $375 million.

In September 2006, the company acquired Powershares Capital Management, the sponsor of 36 exchange-traded funds which added $6.3 billion of assets under management.

In May 2007, the company reverted to the Invesco name and moved its domicile to Bermuda. In November 2007, Invesco moved its principal office from London to Atlanta.

In March 2008, Invesco renamed its U.S. mutual-fund unit Invesco Aim.

In October 2009, Invesco bought Morgan Stanley's Retail Unit, including Van Kampen Investments, for $1.5 billion.

In April 2010, the Invesco Aim unit dropped Aim from its name.

In September 2017, Invesco agreed to buy the exchange-traded fund business of Guggenheim Partners for $1.2 billion in cash.

In March 2018, the company retired the Perpetual, PowerShares and Trimark brands.

In June 2018, Invesco acquired Intelliflo, a technology platform for financial advisors. In August 2025, it was sold to affiliates of The Carlyle Group for up to $200 million.

In May 2019, Invesco acquired OppenheimerFunds from Massachusetts Mutual Life Insurance Company for about $5.7 billion in stock. In the same month, the company announced a $70 million investment and the creation of 500 jobs, as it relocated its headquarters in Atlanta to Midtown Union.

In June 2026, the company sold its Canadian investment fund business to CI Financial.

== Finances ==

Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗

Wikidata ↗

IVZ Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$32.06
Market Cap
$14.23B
P/E (TTM)
-20.0
EPS (TTM)
$-1.60
Revenue (TTM)
$6.38B
Div Yield
2.6%
ROE
-1.3%
Debt/Equity
—
52W Range
$20 – $33

IVZ Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income $6.38B
10-point trend, +34.7%
2016-12-31 → 2025-12-31
EPS $-1.60
10-point trend, -177.7%
2016-12-31 → 2025-12-31
Free Cash Flow $1.44B
10-point trend, +7931.5%
2016-12-31 → 2025-12-31
Margins -2.7%

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric
5Y trend
IVZ
Peer Median
P/E (TTM)
5-point trend, -313.3%
-20.0
15.8
P/S (TTM)
5-point trend, +18.8%
2.2
4.2
P/B
5-point trend, +39.2%
1.2
1.7
Price / FCF
5-point trend, -26.1%
9.9
—

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric
5Y trend
IVZ
Peer Median
Operating Margin
5-point trend, -142.1%
-10.9%
—
Net Profit Margin
5-point trend, -113.6%
-2.7%
23.0%
ROA
5-point trend, -116.1%
-0.65%
3.0%
ROE
5-point trend, -113.9%
-1.3%
6.5%
ROIC
5-point trend, -128.8%
-2.6%
—

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
IVZ
Peer Median

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric
5Y trend
IVZ
Peer Median
Revenue YoY
5-point trend, -7.5%
5.1%
—
Revenue CAGR 3Y
5-point trend, -7.5%
1.8%
—
Revenue CAGR 5Y
5-point trend, -7.5%
0.74%
—

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric
5Y trend
IVZ
Peer Median
EPS (Diluted)
5-point trend, -153.5%
$-1.60
—

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
IVZ
Peer Median
Payout Ratio
5-point trend, -1077.1%
-215.9%
—

Dividends Yield, payout ratio, dividend history, 5Y CAGR

Dividend Yield
2.6%
Payout Ratio
-215.9%
5Y Div CAGR
—
Ex-dateAmount
May 15, 2026$0.2150
Feb. 13, 2026$0.2100
Nov. 14, 2025$0.2100
Aug. 14, 2025$0.2100
May 14, 2025$0.2100
Feb. 14, 2025$0.2050
Nov. 14, 2024$0.2050
Aug. 16, 2024$0.2050
May 13, 2024$0.2050
Feb. 15, 2024$0.2000
Nov. 9, 2023$0.2000
Aug. 10, 2023$0.2000
May 8, 2023$0.2000
Feb. 15, 2023$0.1880
Nov. 9, 2022$0.1880
Aug. 11, 2022$0.1880
May 9, 2022$0.1880
Feb. 15, 2022$0.1700
Nov. 10, 2021$0.1700
Aug. 12, 2021$0.1700

IVZ Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

BUY 18 analysts
  • Strong Buy 1 5.6%
  • Buy 7 38.9%
  • Hold 10 55.6%
  • Sell 0 0.0%
  • Strong Sell 0 0.0%

12-Month Price Target

12 analysts · 2026-08-13
Median target $33.50 +4.5%
Mean target $32.96 +2.8%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Avg Surprise
0.03%
Period EPS Actual EPS Est Surprise
June 30, 2026 $0.71 $0.67 0.04%
March 31, 2026 $0.57 $0.59 -0.02%
Dec. 31, 2025 $0.62 $0.59 0.03%
Sept. 30, 2025 $0.61 $0.46 0.15%
June 30, 2025 $0.36 $0.41 -0.05%
March 31, 2025 $0.44 $0.39 0.05%

Peer comparison (GICS sub-industry) Key metrics vs sector peers

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
IVZ $11.66B -16.4 5.1% -2.7% -1.3% —
TPG — — — — — —
OWL — 149.4 7.6% 13.9% 3.6% —
BEN $12.05B 25.4 3.5% 6.0% 4.3% —
CG — — — — — —
PS — — — — — —
ARCC — 10.9 — — — —
SEIC $10.03B 14.6 8.1% 31.1% 29.9% 35.2%
AMG — 12.7 1.6% 34.5% 21.8% —
GLXY — — 41.8% -0.40% -11.6% —
VCTR $4.05B 15.5 46.2% 25.3% 13.5% —

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

Income Statement 14
Annual Income Statement data for IVZ
Metric Trend 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +23.9% $6.38B $6.07B $5.72B $6.05B $6.89B $6.15B $6.12B $5.31B $5.16B $4.73B $5.12B $5.15B
SG&A Expense 12-point trend, +45.4% $576M $595M $568M $494M $424M $481M $404M $324M $307M $294M $362M $396M
Operating Expenses 12-point trend, +82.8% $7.07B $5.23B $6.15B $4.73B $5.11B $5.23B $5.31B $4.11B $3.88B $3.58B $3.76B $3.87B
Operating Income 12-point trend, -154.5% $-696M $832M $-435M $1.32B $1.79B $920M $808M $1.20B $1.28B $1.15B $1.36B $1.28B
Interest Expense 10-point trend, -3.6% · · $70M $85M $95M $129M $136M $112M $95M $93M $82M $73M
Other Non-op 12-point trend, +98.9% $56M $48M $98M $-140M $120M $45M $66M $-40M $50M $47M $-2M $28M
Pretax Income 12-point trend, -127.2% $-379M $1.01B $-238M $1.25B $2.50B $1.07B $973M $1.14B $1.43B $1.21B $1.36B $1.40B
Income Tax 12-point trend, -152.4% $-205M $253M $-70M $322M $531M $262M $235M $255M $268M $338M $398M $391M
Net Income 12-point trend, -117.7% $-175M $752M $-168M $684M $1.39B $525M $565M $883M $1.13B $854M $968M $988M
EPS (Basic) 12-point trend, -170.5% $-1.60 $1.18 $-0.73 $1.50 $3.01 $1.14 $1.29 $2.14 $2.75 $2.06 $2.26 $2.27
EPS (Diluted) 12-point trend, -170.5% $-1.60 $1.18 $-0.73 $1.49 $2.99 $1.13 $1.28 $2.14 $2.75 $2.06 $2.26 $2.27
Shares (Basic) 12-point trend, +4.0% 452,600,000 457,000,000 454,800,000 457,500,000 462,800,000 459,500,000 437,800,000 412,400,000 409,400,000 414,700,000 428,900,000 435,000,000
Shares (Diluted) 12-point trend, +4.5% 455,000,000 457,700,000 456,200,000 459,500,000 465,400,000 462,500,000 440,500,000 412,500,000 409,900,000 415,000,000 429,300,000 435,600,000
EBITDA 12-point trend, -139.5% $-540M $1.01B $-252M $1.51B $1.99B $1.12B $986M $1.35B $1.39B $1.28B $1.45B $1.37B
Balance Sheet 18
Annual Balance Sheet data for IVZ
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, -31.5% $1.04B $986M $1.47B $1.23B $1.90B $1.41B $1.05B $1.15B $2.01B $1.33B $1.85B $1.51B
Short-term Investments · · · · · · · · $347M · · ·
PP&E (Net) 12-point trend, -5.9% $379M $479M $600M $561M $518M $564M $584M $469M $491M $465M $427M $403M
PP&E (Gross) 12-point trend, +31.6% $1.29B $1.43B $1.54B $1.69B $1.60B $1.57B $1.50B $1.27B $1.22B $1.11B $1.03B $980M
Accum. Depreciation 8-point trend, +87.0% · · · · $1.08B $1.01B $919M $805M $729M $641M $603M $577M
Goodwill 12-point trend, +28.8% $8.48B $8.32B $8.69B $8.56B $8.88B $8.92B $8.51B $7.16B $6.59B $6.13B $6.18B $6.58B
Intangibles 12-point trend, +215.0% $3.93B $5.75B $5.85B $7.14B $7.23B $7.31B $7.36B $2.18B $1.56B $1.40B $1.35B $1.25B
Total Assets 12-point trend, +32.5% $27.09B $27.01B $28.93B $29.76B $32.69B $36.50B $39.42B $30.98B $31.67B $25.73B $25.07B $20.45B
Deferred Tax 8-point trend, +176.2% $902M $1.28B $1.33B $1.66B $1.63B $1.52B $1.53B $326M · · · ·
Total Liabilities 12-point trend, +26.2% $14.09B $11.34B $13.02B $12.91B $16.01B $21.48B $24.72B $21.65B $22.47B $17.84B $16.21B $11.16B
Long-term Debt 12-point trend, +15.7% $1.83B $891M $1.49B $1.49B $2.09B $2.08B $2.08B $2.41B $2.08B $2.10B $2.07B $1.58B
Common Stock 12-point trend, +15.4% $113M $113M $113M $113M $113M $113M $113M $98M $98M $98M $98M $98M
Retained Earnings 12-point trend, +49.9% $5.89B $6.99B $6.83B $7.52B $7.17B $6.08B $5.92B $5.88B $5.49B $4.83B $4.44B $3.93B
Treasury Stock 12-point trend, +48.9% $2.83B $2.85B $3.00B $3.04B $3.04B $3.25B $3.45B $3.00B $2.78B $2.85B $2.40B $1.90B
AOCI 12-point trend, -1581.4% $-723M $-1.04B $-802M $-942M $-442M $-404M $-587M $-735M $-391M $-809M $-446M $49M
Stockholders' Equity 12-point trend, +46.9% $12.23B $14.56B $14.60B $15.21B $15.50B $14.36B $13.86B $8.58B $8.70B $7.50B $7.89B $8.33B
Liabilities + Equity 12-point trend, +32.5% $27.09B $27.01B $28.93B $29.76B $32.69B $36.50B $39.42B $30.98B $31.67B $25.73B $25.07B $20.45B
Shares Outstanding 12-point trend, +3.3% 444,000,000 448,000,000 449,500,000 454,800,000 461,200,000 459,100,000 453,300,000 397,100,000 407,100,000 403,800,000 417,500,000 429,900,000
Cash Flow 18
Annual Cash Flow data for IVZ
Metric Trend 202520242023202220212020201920182017201620152014
D&A 12-point trend, +74.4% $156M $180M $183M $195M $205M $204M $178M $142M $117M $101M $94M $89M
Stock-based Comp 12-point trend, -42.0% $80M $105M $115M $106M $140M $188M $208M $172M $175M $160M $150M $138M
Deferred Tax 12-point trend, -1210.5% $-385M $-38M $-309M $48M $80M $81M $22M $38M $-52M $15M $-8M $-29M
Amort. of Intangibles 12-point trend, +197.6% $38M $45M $50M $64M $63M $62M $53M $30M $17M $14M $11M $13M
Restructuring 7-point trend, +83.3% · · $30M $14M $78M $119M · · $58M $50M $16M ·
Other Non-cash 12-point trend, +12833.6% $1.85B $406M $1.65B $-330M $-740M $232M $145M $-406M $3M $-1.00B $-151M $14M
Operating Cash Flow 12-point trend, +27.1% $1.53B $1.19B $1.30B $703M $1.08B $1.23B $1.12B $829M $1.16B $654M $1.13B $1.20B
CapEx 12-point trend, -36.7% $84M $69M $164M $193M $109M $115M $124M $102M $112M $148M $124M $133M
Investing Cash Flow 12-point trend, +46.7% $-974M $68M $-244M $-376M $-848M $-860M $-1.43B $-2.90B $-974M $-1.01B $-665M $-1.83B
Debt Issued 7-point trend, +992700000.00 $993M $0 $0 · · · · · $0 $0 $496M $0
Net Debt Issued 5-point trend, +992700000.00 $993M · · · · · · · $0 $0 $496M $0
Stock Repurchased 11-point trend, -54.2% $124M $79M $188M $245M $61M · $111M $0 $64M $535M $624M $270M
Net Stock Activity 9-point trend, +54.2% $-124M $-79M $-188M · · · $-111M $-52M $-64M $-535M $-549M $-270M
Dividends Paid 12-point trend, -11.0% $377M $372M $358M $335M $308M $357M $529M $491M $472M $460M $454M $424M
Financing Cash Flow 12-point trend, -117.3% $-150M $-1.66B $-585M $-967M $117M $-286M $201M $1.54B $169M $470M $-52M $862M
Taxes Paid 12-point trend, -41.1% $239M $236M $195M $301M $432M $224M $194M $322M $256M $299M $389M $406M
Free Cash Flow 12-point trend, +35.0% $1.44B $1.12B $1.14B $510M $969M $1.12B $992M $726M $1.26B $-18M $929M $1.07B
Levered FCF 10-point trend, +7.1% · · $1.09B $447M $895M $1.02B $889M $640M $1.18B $-86M $871M $1.01B
Profitability 7
Annual Profitability data for IVZ
Metric Trend 202520242023202220212020201920182017201620152014
Operating Margin 12-point trend, -144.0% -10.9% 13.7% -7.6% 21.8% 25.9% 15.0% 13.2% 22.7% 24.8% 24.9% 26.5% 24.8%
Net Margin 12-point trend, -114.3% -2.7% 8.9% -5.8% 11.3% 20.2% 8.5% 9.2% 16.6% 21.9% 18.0% 18.9% 19.2%
Pretax Margin 12-point trend, -122.0% -5.9% 16.6% -4.2% 20.6% 36.3% 17.4% 15.9% 21.4% 27.7% 25.5% 26.6% 27.1%
EBITDA Margin 12-point trend, -131.9% -8.5% 16.7% -4.4% 25.0% 28.9% 18.3% 16.1% 25.4% 27.0% 27.0% 28.3% 26.6%
ROA 12-point trend, -113.1% -0.65% 1.9% -1.1% 2.2% 4.0% 1.4% 1.6% 2.8% 3.9% 3.4% 4.2% 5.0%
ROE 12-point trend, -111.0% -1.3% 3.7% -2.2% 4.5% 9.3% 3.7% 5.0% 10.2% 13.9% 11.1% 11.9% 11.8%
ROIC 12-point trend, -123.7% -2.6% 4.3% -2.1% 6.4% 9.1% 4.8% 4.4% 10.9% 11.9% 11.3% 12.2% 11.0%
Liquidity & Solvency 1
Annual Liquidity & Solvency data for IVZ
Metric Trend 202520242023202220212020201920182017201620152014
Interest Coverage 10-point trend, -135.3% · · -6.2 15.5 18.9 7.1 6.0 10.8 13.5 12.6 16.6 17.5
Efficiency 1
Annual Efficiency data for IVZ
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, -9.0% 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.3
Per Share 6
Annual Per Share data for IVZ
Metric Trend 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, +42.2% $27.55 $32.50 $32.48 $33.45 $33.60 $31.28 $30.58 $21.60 $21.36 $18.58 $18.89 $19.37
Revenue / Share 12-point trend, +18.6% $14.02 $13.26 $12.53 $13.16 $14.81 $13.29 $13.89 $12.88 $12.59 $11.41 $11.93 $11.82
Cash Flow / Share 12-point trend, +21.6% $3.35 $2.60 $2.85 $1.53 $2.32 $2.66 $2.53 $2.01 $3.34 $0.31 $2.45 $2.76
Cash / Share 11-point trend, -33.7% $2.34 $2.20 $3.27 · $4.11 $3.07 $2.31 $2.89 $4.93 $3.29 $4.43 $3.52
Dividend / Share 12-point trend, -14.4% $1 $1 $1 $1 $1 $1 $1 $1 $1 $1 $1 $1
EPS (TTM) 12-point trend, -170.5% $-1.60 $1.18 $-0.73 $1.49 $2.99 $1.13 $1.28 $2.14 $2.75 $2.06 $2.26 $2.27
Growth Rates 8
Annual Growth Rates data for IVZ
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -58.1% 5.1% 6.1% -5.5% -12.3% 12.2% · · · · · · ·
Revenue CAGR 3Y 3-point trend, +174.8% 1.8% -4.2% -2.4% · · · · · · · · ·
Revenue CAGR 5Y 0.74% · · · · · · · · · · ·
EPS YoY 2-point trend, -130.5% · · · -50.2% 164.6% · · · · · · ·
EPS CAGR 3Y · -26.7% · · · · · · · · · ·
Net Income YoY 2-point trend, -130.8% · · · -50.9% 165.4% · · · · · · ·
Net Income CAGR 3Y · -18.6% · · · · · · · · · ·
Dividend CAGR 5Y 1.1% · · · · · · · · · · ·
Valuation (TTM) 13
Annual Valuation (TTM) data for IVZ
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +23.9% $6.38B $6.07B $5.72B $6.05B $6.89B $6.15B $6.12B $5.31B $5.16B $4.73B $5.12B $5.15B
Net Income TTM 12-point trend, -117.7% $-175M $752M $-168M $684M $1.39B $525M $565M $883M $1.13B $854M $968M $988M
Market Cap 12-point trend, -31.3% $11.66B $7.83B $8.02B $8.18B $10.62B $8.00B $8.15B $6.65B $14.88B $12.25B $13.98B $16.99B
P/E 12-point trend, -194.3% -16.4 14.8 -24.4 12.1 7.7 15.4 14.0 7.8 13.3 14.7 14.8 17.4
P/S 12-point trend, -44.6% 1.8 1.3 1.4 1.4 1.5 1.3 1.3 1.3 2.9 2.6 2.7 3.3
P/B 12-point trend, -53.3% 1.0 0.5 0.5 0.5 0.7 0.6 0.6 0.8 1.7 1.6 1.8 2.0
P / Tangible Book 2-point trend, -88.5% · 15.9 138.3 · · · · · · · · ·
P / Cash Flow 12-point trend, -46.0% 7.6 6.6 6.2 11.6 9.8 6.5 7.3 8.0 10.9 94.8 13.3 14.2
P / FCF 12-point trend, -49.2% 8.1 7.0 7.1 16.0 11.0 7.2 8.2 9.2 11.8 -665.8 15.0 15.9
Dividend Yield 12-point trend, +29.2% 3.2% 4.7% 4.5% 4.1% 2.9% 4.5% 6.5% 7.4% 3.2% 3.8% 3.2% 2.5%
Earnings Yield 12-point trend, -206.1% -6.1% 6.8% -4.1% 8.3% 13.0% 6.5% 7.1% 12.8% 7.5% 6.8% 6.8% 5.7%
Payout Ratio 12-point trend, -603.0% -215.9% 69.0% -107.2% 48.9% 22.1% 68.1% 93.7% 55.6% 41.8% 53.9% 46.9% 42.9%
Annual Payout 12-point trend, -11.0% $377M $372M $358M $335M $308M $357M $529M $491M $472M $460M $454M $424M

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

Income Statement
2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenue $6.38B$6.07B$5.72B$6.05B$6.89B
Operating Margin % -10.9%13.7%-7.6%21.8%25.9%
Net Income $-175M$752M$-168M$684M$1.39B
Diluted EPS $-1.60$1.18$-0.73$1.49$2.99
Cash Flow
2025-12-312024-12-312023-12-312022-12-312021-12-31
Free Cash Flow $1.44B$1.12B$1.14B$510M$969M

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Institutional owners (13F) 733 filers · $7.9B total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
117 (+19 vs prior Q) 58 (-14 vs prior Q) 254 (+6 vs prior Q) 211 (+12 vs prior Q) +65.8M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
MASSACHUSETTS MUTUAL LIFE INSURANCE CO $2,146,359,898 81,332,319 27.12% Shares
VANGUARD CAPITAL MANAGEMENT LLC $741,665,273 28,104,027 9.37% Shares
DIMENSIONAL FUND ADVISORS LP $546,434,547 20,706,123 6.91% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $487,132,799 18,458,992 6.16% Shares
STATE STREET CORP $443,167,481 16,793,008 5.60% Shares
MILLENNIUM MANAGEMENT LLC $414,047,726 15,689,569 5.23% Shares
GEODE CAPITAL MANAGEMENT, LLC $291,486,831 11,066,636 3.68% Shares
Qube Research & Technologies Ltd $141,153,565 5,348,752 1.78% Shares
NORGES BANK $137,508,658 5,210,635 1.74% Shares
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $97,787,000 3,705,443 1.24% Shares
MACQUARIE GROUP LTD $97,786,641 3,705,443 1.24% Shares
ALLIANCEBERNSTEIN L.P. $84,133,273 3,463,700 1.06% Shares
Amundi $80,100,934 3,035,276 1.01% Shares
GOLDMAN SACHS GROUP INC $79,109,620 2,997,712 1.00% Shares
BARCLAYS PLC $65,471,954 2,480,938 0.83% Shares
VANGUARD FIDUCIARY TRUST CO $64,965,002 2,461,728 0.82% Shares
Allianz Asset Management GmbH $56,525,058 2,141,912 0.71% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $56,010,526 1,969,959 0.71% Shares
Quantinno Capital Management LP $47,760,149 1,809,782 0.60% Shares
LOS ANGELES CAPITAL MANAGEMENT LLC $43,566,854 1,650,885 0.55% Shares
TRIAN FUND MANAGEMENT, L.P. $42,896,206 1,625,472 0.54% Shares
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND $42,467,184 1,609,215 0.54% Shares
CITADEL ADVISORS LLC $40,948,703 1,551,675 0.52% Shares
VOLORIDGE INVESTMENT MANAGEMENT, LLC $39,057,992 1,480,030 0.49% Shares
Sonoma Allocations LLC $38,300,409 447,018 0.48% Shares
Fisher Asset Management, LLC $38,208,451 1,447,838 0.48% Shares
MILLENNIUM MANAGEMENT LLC $37,497,551 1,420,900 0.47% Call option
Squarepoint Ops LLC $37,125,109 1,406,787 0.47% Shares
Engineers Gate Manager LP $35,748,237 1,354,613 0.45% Shares
Connor, Clark & Lunn Investment Management Ltd. $34,678,756 1,314,087 0.44% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $34,438,633 1,304,988 0.44% Shares
AMERIPRISE FINANCIAL INC $34,171,964 1,294,879 0.43% Shares
D. E. Shaw & Co., Inc. $31,927,150 1,209,820 0.40% Shares
LETKO, BROSSEAU & ASSOCIATES INC $31,154,398 1,180,538 0.39% Shares
BASSWOOD CAPITAL MANAGEMENT, L.L.C. $30,803,965 1,167,259 0.39% Shares
WEDGE CAPITAL MANAGEMENT L L P/NC $30,022,756 1,236,013 0.38% Shares
BlackRock, Inc. $28,187,687 1,068,120 0.36% Shares
BANK OF AMERICA CORP /DE/ $27,689,496 1,049,242 0.35% Shares
Vanguard Global Advisers, LLC $25,161,414 953,445 0.32% Shares
TODD ASSET MANAGEMENT LLC $23,750,683 899,988 0.30% Shares
TWO SIGMA INVESTMENTS, LP $23,476,940 889,615 0.30% Shares
BNP PARIBAS FINANCIAL MARKETS $23,179,076 878,328 0.29% Shares
IEQ CAPITAL, LLC $22,360,446 847,307 0.28% Shares
Trexquant Investment LP $20,556,834 778,963 0.26% Shares
NFJ INVESTMENT GROUP, LLC $18,934,456 717,486 0.24% Shares
CAPITAL FUND MANAGEMENT S.A. $18,905,479 716,388 0.24% Shares
Swiss National Bank $18,821,348 713,200 0.24% Shares
California Public Employees Retirement System $18,649,153 706,675 0.24% Shares
RHUMBLINE ADVISERS $18,421,437 698,049 0.23% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $15,702,050 595,000 0.20% Call option
WELLINGTON MANAGEMENT GROUP LLP $15,154,906 574,267 0.19% Shares
STRS OHIO $14,962,813 566,988 0.19% Shares
Mitsubishi UFJ Asset Management Co., Ltd. $14,927,160 565,637 0.19% Shares
Swiss Life Asset Management Ltd $14,842,792 562,440 0.19% Shares
Susquehanna Portfolio Strategies, LLC $14,833,450 562,086 0.19% Shares
FIRST TRUST ADVISORS LP $13,403,796 507,912 0.17% Shares
Endure Capital Management, LLC $12,181,782 461,606 0.15% Shares
WEALTHCARE CAPITAL MANAGEMENT LLC $11,414,863 432,545 0.14% Shares
ADAGE CAPITAL PARTNERS GP, L.L.C. $10,423,232 394,969 0.13% Shares
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $10,140,492 417,476 0.13% Shares
CANADA PENSION PLAN INVESTMENT BOARD $10,038,756 380,400 0.13% Shares
Mariner, LLC $9,834,160 372,650 0.12% Shares
UBS Group AG $9,802,170 371,435 0.12% Shares
PEAK6 LLC $9,767,546 370,123 0.12% Shares
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $9,448,280 358,025 0.12% Shares
VANGUARD ASSET MANAGEMENT, Ltd $9,073,726 343,832 0.11% Shares
Delta Global Management LP $8,997,090 340,928 0.11% Shares
Cambridge Financial Group, Inc. $8,788,134 333,010 0.11% Shares
RAYMOND JAMES FINANCIAL INC $8,489,232 321,684 0.11% Shares
Live Oak Private Wealth LLC $8,471,979 321,030 0.11% Shares
JANE STREET GROUP, LLC $8,378,825 317,500 0.11% Call option
VANGUARD GROUP INC $7,867,996 299,505 0.10% Shares
Walleye Trading LLC $7,823,975 296,475 0.10% Shares
Erste Asset Management GmbH $7,602,252 289,059 0.10% Shares
VICTORY CAPITAL MANAGEMENT INC $7,467,182 282,955 0.09% Shares
IBEX WEALTH ADVISORS $7,380,088 279,655 0.09% Shares
MANUFACTURERS LIFE INSURANCE COMPANY, THE $7,313,540 277,133 0.09% Shares
EXCHANGE TRADED CONCEPTS, LLC $7,275,591 275,695 0.09% Shares
CWM, LLC $7,206,887 296,702 0.09% Shares
Interval Partners, LP $7,162,246 271,400 0.09% Call option
ExodusPoint Capital Management, LP $7,116,380 269,662 0.09% Shares
Point72 Europe (London) LLP $7,102,984 309,633 0.09% Shares
SEI INVESTMENTS CO $7,060,350 266,027 0.09% Shares
CITADEL ADVISORS LLC $7,046,130 267,000 0.09% Call option
Arax Advisory Partners $6,720,278 254,652 0.08% Shares
JANE STREET GROUP, LLC $6,676,353 252,988 0.08% Shares
Del-Sette Capital Management, LLC $6,647,060 251,878 0.08% Shares
Poehling Capital Management, INC. $6,635,211 251,429 0.08% Shares
State of Tennessee, Department of Treasury $6,517,249 246,959 0.08% Shares
CREDIT AGRICOLE S A $6,241,499 236,510 0.08% Shares
NEW YORK STATE COMMON RETIREMENT FUND $5,959,680 225,831 0.08% Shares
ALGERT GLOBAL LLC $5,948,491 225,407 0.08% Shares
Vontobel Holding Ltd. $5,884,970 223,000 0.07% Shares
NewEdge Advisors, LLC $5,872,874 222,541 0.07% Shares
Man Group plc $5,791,866 219,472 0.07% Shares
MERCER GLOBAL ADVISORS INC /ADV $5,778,720 218,974 0.07% Shares
GABELLI FUNDS LLC $5,673,850 215,000 0.07% Shares
Corient Private Wealth LP $5,654,312 214,266 0.07% Shares
Y-Intercept (Hong Kong) Ltd $5,510,443 208,808 0.07% Shares
STATE OF WISCONSIN INVESTMENT BOARD $5,508,253 208,725 0.07% Shares

Company insiders 46 insiders · 23 officers · 20 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Andrew Schlossberg President and CEO July 2, 2026 F 742,708 0 0 $0
Martin L Flanagan President & CEO March 1, 2023 S 452,584 0 0 $0
Laura Allison Dukes Chief Financial Officer July 2, 2026 F 290,258 0 0 $0
Loren M Starr SMD & CFO July 9, 2020 A 654,755 0 0 $0
Jeffrey H Kupor Senior Managing Director July 2, 2026 F 125,818 0 0 $0
Andrew Tak Shing Lo Senior Managing Director July 2, 2026 M 955,847 0 0 $0
Douglas J Sharp Senior Managing Director Aug. 31, 2023 M 71,531 0 0 $0
Tony Wong Senior Managing Director July 9, 2023 J 157,371 0 0 $0
Jennifer Krevitt SMD & Chief HR Officer July 3, 2023 A 91,120 0 0 $0
Mark F Giuliano SMD & Chief Adm Officer July 3, 2023 A 180,375 0 0 $0
Stephanie Butcher Senior Managing Director Feb. 28, 2023 F 125,051 0 0 $0
Terry Vacheron Chief Accounting Officer Feb. 28, 2023 F 17,972 0 0 $0
Gregory Mcgreevey Senior Managing Director March 8, 2022 S 260,403 0 0 $0
Annette Lege Chief Accounting Officer Feb. 28, 2022 F 110,143 0 0 $0
Kevin M Carome SMD and General Counsel Feb. 28, 2022 F 625,997 0 0 $0
Philip Taylor Senior Managing Director March 20, 2019 F 270,899 0 0 $0
Roderick G.H. Ellis Chief Accounting Officer Feb. 28, 2017 F 84,064 0 0 $0
Karen Dunn Kelley Senior Managing Director Dec. 14, 2016 G 718,804 0 0 $0
Gregory Mark Armour SMD March 3, 2015 S 383,018 0 0 $0
James Robertson SMD Feb. 28, 2012 F 878,901 0 0 $0
David Hartley Chief Accounting Officer Feb. 28, 2011 F 148,645 0 0 $0
Bob Yerbury Senior Managing Director Feb. 28, 2008 A 217,582 0 0 $0
John S Markwalter Jr Senior Managing Director Dec. 13, 2007 F 51,732 0 0 $0
Thomas P Gibbons Director May 15, 2026 A 47,202 0 0 $0
Phoebe A Wood Director May 15, 2026 A 110,111 0 0 $0
Christopher C Womack Director May 15, 2026 A 59,917 0 0 $0
Richard G Wagoner JR Director May 15, 2026 A 107,870 0 0 $0
Elizabeth S. Johnson Director May 15, 2023 A 15,975 0 0 $0
Paula Tolliver Director May 15, 2023 A 33,272 0 0 $0
Sarah Beshar Director May 15, 2023 A 82,352 0 0 $0
Nigel Sheinwald Director May 15, 2023 A 69,173 0 0 $0
Denis Kessler Director May 15, 2023 M 92,870 0 0 $0
Robert C Henrikson Director May 15, 2022 A 81,264 0 0 $0
Rod Canion Director Oct. 28, 2020 A 122,931 0 0 $0
Ben F. Johnson III Director July 26, 2019 A 55,442 0 0 $0
Edward P Lawrence Director July 28, 2017 A 37,320 0 0 $0
Thomas J Presby Director May 4, 2015 S 871 0 0 $0
John Michael Middlecott Banham Director May 2, 2014 A 20,112 0 0 $0
Rex D Adams Director May 2, 2014 A 67,974 0 0 $0
Jerome P Kenney Director Oct. 30, 2008 A 2,718 0 0 $0
Trian Fund Management, L.P. 10% owner Jan. 30, 2023 S 45,419,188 0 0 $0
Invesco Ltd. 10% owner June 5, 2020 P 13,226,532 0 0 $0
Thomas M Finke — May 15, 2026 A 64,238 0 0 $0
William Francis Glavin Jr — May 15, 2026 A 81,084 0 0 $0
MASSACHUSETTS MUTUAL LIFE INSURANCE CO — March 8, 2022 P 4,114,098 0 0 $0
Colin Meadows — Nov. 4, 2021 S 135,937 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

Activists & 5%+ owners 7 positions

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
Nelson Peltz, Peter W. May, Trian Fund Management, L.P., Trian Fund Management GP, LLC, Trian Partners AM Holdco, Ltd. ×11 filings May 22, 2025 4.62% Amendment — SEC
Nelson Peltz (2), Peter W. May (2), Trian Fund Management, L.P. S.S. OR, Trian Fund Management GP, LLC S.S. OR, Trian Partners AM Holdco, Ltd. S.S. OR June 14, 2024 — Initial filing — SEC
Massachusetts Mutual Life Insurance Company, MassMutual Holding LLC, MM Asset Management Holding LLC ×3 filings June 15, 2022 — Initial filing — SEC
Invesco Ltd. IRS# 980557567 ×11 filings May 20, 2021 — Initial filing — SEC
Invesco Ltd. IRS # 980557567 ×8 filings May 25, 2018 — Initial filing Passive investment SEC
Invesco Ltd. – IRS # 908557567 Invesco Trimark Ltd. Dec. 24, 2009 — Initial filing Passive investment SEC
Feb. 13, 2002 — Initial filing — SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

ETF ownership Held by 93 ETFs

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
RSPF · Invesco Exchange-Traded Fund Trust 1.36% 133,303 SH Aug. 8, 2026 Daily
DVY · iShares Trust 1.25% 9,224,921 SH Aug. 8, 2026 Daily
RFDA · ALPS ETF Trust 1.07% 33,020 NS May 31, 2026 N-PORT
OASC · Unified Series Trust 1.05% 31,108 NS May 31, 2026 N-PORT
SPHB · Invesco Exchange-Traded Fund Trust … 1.01% 302,818 SH Aug. 8, 2026 Daily
RPV · Invesco Exchange-Traded Fund Trust 0.91% 491,068 SH Aug. 8, 2026 Daily
DFSV · Dimensional ETF Trust 0.74% 2,132,570 NS April 30, 2026 N-PORT
HIBL · Direxion Shares ETF Trust 0.56% 16,712 NS April 30, 2026 N-PORT
DFAT · Dimensional ETF Trust 0.49% 2,557,359 NS April 30, 2026 N-PORT
NUSC · Nushares ETF Trust 0.35% 169,919 NS April 30, 2026 N-PORT
ISCV · iShares Trust 0.32% 69,722 SH Aug. 8, 2026 Daily
ESML · iShares Trust 0.29% 264,516 SH Aug. 8, 2026 Daily
SMIZ · Zacks Trust 0.28% 25,103 NS May 31, 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0.24% 64,571 NS May 31, 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0.24% 6,131,207 SH Aug. 8, 2026 Daily
VFVA · VANGUARD WELLINGTON FUND 0.22% 71,451 SH Aug. 8, 2026 Daily
RSP · Invesco Exchange-Traded Fund Trust 0.22% 6,755,387 SH Aug. 8, 2026 Daily
DFAS · Dimensional ETF Trust 0.21% 1,123,073 NS April 30, 2026 N-PORT
IYG · iShares Trust 0.19% 133,531 SH Aug. 8, 2026 Daily
IYF · iShares Trust 0.17% 239,250 SH Aug. 8, 2026 Daily
ISCB · iShares Trust 0.16% 14,203 SH Aug. 8, 2026 Daily
SMMD · iShares Trust 0.15% 179,484 SH Aug. 8, 2026 Daily
SMLF · iShares Trust 0.15% 197,612 SH Aug. 8, 2026 Daily
VB · VANGUARD INDEX FUNDS 0.13% 9,659,783 SH Aug. 8, 2026 Daily
VFMO · VANGUARD WELLINGTON FUND 0.12% 89,874 SH Aug. 8, 2026 Daily
FAS · Direxion Shares ETF Trust 0.11% 84,947 NS April 30, 2026 N-PORT
VFH · VANGUARD WORLD FUND 0.11% 579,171 SH Aug. 8, 2026 Daily
SPVU · Invesco Exchange-Traded Fund Trust … 0.11% 5,205 NS May 31, 2026 N-PORT
IWS · iShares Trust 0.11% 540,940 SH Aug. 8, 2026 Daily
WSML · iShares Trust 0.10% 21,734 SH Aug. 8, 2026 Daily
DXUV · Dimensional ETF Trust 0.09% 14,303 NS April 30, 2026 N-PORT
IUS · Invesco Exchange-Traded Self-Indexe… 0.09% 27,160 SH Aug. 8, 2026 Daily
IXG · iShares Trust 0.09% 19,557 SH Aug. 8, 2026 Daily
IWR · iShares Trust 0.08% 1,463,628 SH Aug. 8, 2026 Daily
XOEF · iShares Trust 0.08% 566 SH Aug. 8, 2026 Daily
DFSU · Dimensional ETF Trust 0.08% 61,436 NS April 30, 2026 N-PORT
EQAL · Invesco Exchange-Traded Fund Trust … 0.07% 17,740 SH Aug. 8, 2026 Daily
DCOR · Dimensional ETF Trust 0.07% 74,912 NS April 30, 2026 N-PORT
DGRO · iShares Trust 0.07% 908,335 SH Aug. 8, 2026 Daily
DFUV · Dimensional ETF Trust 0.06% 350,101 NS April 30, 2026 N-PORT
SPMO · Invesco Exchange-Traded Fund Trust … 0.06% 382,963 SH Aug. 8, 2026 Daily
DFAC · Dimensional ETF Trust 0.05% 882,078 NS April 30, 2026 N-PORT
PRF · Invesco Exchange-Traded Fund Trust 0.05% 155,752 SH Aug. 8, 2026 Daily
IVE · iShares Trust 0.05% 738,652 SH Aug. 8, 2026 Daily
AVSU · AMERICAN CENTURY ETF TRUST 0.04% 7,299 NS May 31, 2026 N-PORT
IUSV · iShares Trust 0.04% 386,341 SH Aug. 8, 2026 Daily
VOOV · VANGUARD ADMIRAL FUNDS 0.04% 102,391 SH Aug. 8, 2026 Daily
VYM · VANGUARD WHITEHALL FUNDS 0.04% 1,437,202 SH Aug. 8, 2026 Daily
RWL · Invesco Exchange-Traded Fund Trust … 0.04% 119,886 SH Aug. 8, 2026 Daily
QVML · Invesco Exchange-Traded Fund Trust … 0.03% 16,775 SH Aug. 8, 2026 Daily