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Invesco reports 2.98M-share stake in Charles River Laboratories (CRL)

(Moderate)
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

Invesco Ltd., a Bermuda-based parent holding company, reports a significant passive ownership position in Charles River Laboratories International, Inc. common stock. Invesco may be deemed to beneficially own 2,984,785 shares, representing 6.2% of the outstanding common stock, held of record by its investment advisory clients.

Invesco has sole voting power over 2,955,113 shares and sole dispositive power over 2,984,785 shares, with no shared voting or dispositive power. The filing notes that no single underlying client has more than 5% economic ownership of Charles River’s common stock; the relevant clients receive dividends and sale proceeds. Subsidiaries involved include Invesco Advisers, Inc., Invesco Asset Management Limited, and Invesco Capital Management LLC.

Positive

  • None.

Negative

  • None.
Beneficial ownership 2,984,785 shares Shares of Charles River Laboratories common stock beneficially owned by Invesco Ltd.
Percent of class 6.2% Portion of Charles River Laboratories common stock class beneficially owned by Invesco Ltd.
Sole voting power 2,955,113 shares Shares over which Invesco Ltd. has sole power to vote or direct the vote
Sole dispositive power 2,984,785 shares Shares over which Invesco Ltd. has sole power to dispose or direct disposition
Shared voting power 0 Shares over which Invesco Ltd. has shared power to vote
Shared dispositive power 0 Shares over which Invesco Ltd. has shared power to dispose
beneficially own financial
"may be deemed to beneficially own 2,984,785 shares of the Issuer"
Beneficially own means having the economic rights and risks of a security—such as the right to receive dividends, sell the shares, or profit from price changes—whether or not your name appears on the official share register. Think of it like renting a car: you use it and reap the benefits even if the title lists someone else. Investors care because beneficial ownership determines who truly controls value, must be disclosed under securities rules, and can signal potential influence or trading activity that affects a stock’s price.
Sole power to vote financial
"Number of shares as to which the person has | (i) Sole power to vote"
dispositive power financial
"Sole power to dispose or to direct the disposition of: 2,984,785"
Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.
parent holding company financial
"Invesco Ltd., in its capacity as a parent holding company to its investment advisers"
Investment Company Act of 1940 regulatory
"shareholders of an investment company registered under the Investment Company Act of 1940"
A U.S. federal law that sets the rulebook for pooled investment vehicles such as mutual funds, exchange-traded funds and similar money managers, requiring them to register with regulators, disclose holdings and fees, limit conflicts of interest, and follow governance standards. It matters to investors because these protections and transparency rules act like a referee and scoreboard, helping people compare funds, trust that managers follow fair practices, and spot hidden costs or risks.

FAQ

What ownership stake in CRL does Invesco Ltd. report in this Schedule 13G?

Invesco Ltd. reports beneficial ownership of 2,984,785 CRL shares, representing 6.2% of the common stock. These shares are held of record by clients of Invesco’s investment advisers, with Invesco acting as a parent holding company.

How much voting power over CRL shares does Invesco Ltd. have?

Invesco Ltd. has sole voting power over 2,955,113 CRL shares and no shared voting power. This means Invesco, through its advisory structure, can unilaterally vote those shares on matters presented to Charles River shareholders.

How many Charles River Laboratories shares can Invesco Ltd. dispose of?

Invesco Ltd. reports sole dispositive power over 2,984,785 CRL shares and no shared dispositive power. Dispositive power refers to the authority to decide whether and when to sell or otherwise dispose of those shares.

Do any individual Invesco clients hold more than 5% of CRL stock?

No. The filing states that no one person has greater than 5% economic ownership of Charles River’s common stock. The relevant Invesco clients, as holders of record, receive dividends and sale proceeds from the reported shares.

Which Invesco subsidiaries are involved in managing the CRL shares?

The Schedule 13G identifies Invesco Advisers, Inc., Invesco Asset Management Limited, and Invesco Capital Management LLC as subsidiaries related to the CRL holdings, operating under Invesco Ltd. as the parent holding company.

What class of Charles River Laboratories securities does this 13G cover?

The filing covers Charles River Laboratories International, Inc. common stock, identified with CUSIP 159864107. All reported ownership, voting power, and dispositive power figures relate specifically to this class of securities.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Learn about SEC filing dates





159864107

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G



Invesco Ltd.
Signature:Robert R. Leveille
Name/Title:Global Head of Compliance
Date:08/12/2026