New Oriental Education & Technology Group Inc ownership disclosure: institutional investor Invesco Ltd. reports beneficial ownership of 85,367,984 shares, representing 5.4% of common stock and ADRs. The filing states Invesco has sole dispositive power over 85,367,984 shares and sole voting power over 71,389,304 shares.
The Schedule 13G lists affiliated advisory subsidiaries that hold the securities and is signed by Invesco's Global Head of Compliance on 05/06/2026.
Positive
None.
Negative
None.
Insights
Invesco reports a passive >5% stake in New Oriental (5.4%).
The Schedule 13G shows Invesco Ltd. beneficially owns 85,367,984 shares with sole dispositive power and majority sole voting power of 71,389,304 shares. The filing identifies affiliated advisers that hold the positions.
As a passive disclosure, this signals institutional scale but not an activist intent; subsequent filings could show changes in intent or voting posture.
Disclosure clarifies voting and disposition powers across Invesco entities.
The filing lists Invesco Advisers, Inc., Invesco Asset Management Limited, Invesco Asset Management Singapore Ltd., Invesco Management S.A., and Invesco Capital Management LLC as relevant subsidiaries. This maps recordkeeping to advisory relationships for governance review.
Stakeholders can reference these named entities for future vote tracking and aggregation of holdings in company records.
Key Figures
Beneficial ownership:85,367,984 sharesPercent of class:5.4%Sole voting power:71,389,304 shares+3 more
6 metrics
Beneficial ownership85,367,984 sharesreported beneficially owned as of 03/31/2026
Percent of class5.4%percent of common stock and ADRs
Sole voting power71,389,304 sharesshares with sole power to vote
Sole dispositive power85,367,984 sharesshares with sole power to dispose
CUSIP647581206security identifier for common stock and ADRs
Filing signature date05/06/2026signature by Global Head of Compliance
Key Terms
Schedule 13G, beneficially owned, sole dispositive power, sole voting power
4 terms
Schedule 13Gregulatory
"Item 1. (a) Name of issuer: New Oriental Education & Technology Group Inc"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
beneficially ownedfinancial
"Item 4. (a) Amount beneficially owned: Invesco Ltd. may be deemed to beneficially own 85,367,984 shares"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole dispositive powerregulatory
"Item 4. (c)(iii) Sole power to dispose or to direct the disposition of: 85,367,984"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
sole voting powerregulatory
"Item 4. (c)(i) Sole power to vote or to direct the vote: 71,389,304"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
UNDER THE SECURITIES EXCHANGE ACT OF 1934
New Oriental Education & Technology Group Inc
(Name of Issuer)
Common Stock and American Depository Receipt
(Title of Class of Securities)
647581206
(CUSIP Number)
03/31/2026
(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
CUSIP Number(s):
647581206
1
Names of Reporting Persons
Invesco Ltd.
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
BERMUDA
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
71,389,304.00
6
Shared Voting Power
0.00
7
Sole Dispositive Power
85,367,984.00
8
Shared Dispositive Power
0.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
85,367,984.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
5.4 %
12
Type of Reporting Person (See Instructions)
HC, IA
SCHEDULE 13G
Item 1.
(a)
Name of issuer:
New Oriental Education & Technology Group Inc
(b)
Address of issuer's principal executive offices:
6 Haidian Zhongjie, Haidian District, Beijing 100080, China
Item 2.
(a)
Name of person filing:
Invesco Ltd. ("Invesco Ltd.")
(b)
Address or principal business office or, if none, residence:
1331 Spring Street NW, Suite 2500, Atlanta, GA 30309
(c)
Citizenship:
Bermuda
(d)
Title of class of securities:
Common Stock and American Depository Receipt
(e)
CUSIP Number(s):
647581206
Item 3.
If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)
Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)
Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)
Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)
Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)
An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)
An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)
A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)
A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)
A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)
A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J),
please specify the type of institution:
(k)
Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.
Ownership
(a)
Amount beneficially owned:
Invesco Ltd., in its capacity as a parent holding company to its investment advisers, may be deemed to beneficially own 85,367,984 shares of the Issuer which are held of record by clients of Invesco Ltd.
(b)
Percent of class:
5.4 %
(c)
Number of shares as to which the person has:
(i) Sole power to vote or to direct the vote:
71,389,304
(ii) Shared power to vote or to direct the vote:
0
(iii) Sole power to dispose or to direct the disposition of:
85,367,984
(iv) Shared power to dispose or to direct the disposition of:
0
Item 5.
Ownership of 5 Percent or Less of a Class.
Not Applicable
Item 6.
Ownership of more than 5 Percent on Behalf of Another Person.
If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required.
However, no one individual has greater than 5% economic ownership. The shareholders of the Fund have the right to receive or the power to direct the receipt of dividends and proceeds from the sale of securities listed above.
Item 7.
Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary.
Invesco Advisers, Inc.
Invesco Asset Management Limited
Invesco Asset Management Singapore Ltd.
Invesco Management S.A.
Invesco Capital Management LLC
Item 8.
Identification and Classification of Members of the Group.
Not Applicable
Item 9.
Notice of Dissolution of Group.
Not Applicable
Item 10.
Certifications:
By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.
SIGNATURE
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
What stake does Invesco Ltd. hold in New Oriental (EDU)?
Invesco Ltd. beneficially owns 85,367,984 shares, representing 5.4% of the issuer's common stock and ADRs. The filing states sole dispositive power over those shares and sole voting power over 71,389,304 shares.
Does the Schedule 13G indicate Invesco is an activist owner of EDU?
No. The filing is a Schedule 13G, which typically reports passive holdings. It lists beneficial ownership and affiliated advisers but does not state any activist intent or plans to change control or solicit proxies.
Which Invesco subsidiaries are identified as holding or advising on EDU shares?
The filing names affiliated entities including Invesco Advisers, Inc., Invesco Asset Management Limited, Invesco Asset Management Singapore Ltd., Invesco Management S.A., and Invesco Capital Management LLC as relevant subsidiaries associated with the holdings.
What voting and dispositive powers does Invesco report for EDU shares?
Invesco reports sole voting power over 71,389,304 shares, shared voting power of 0, sole dispositive power over 85,367,984 shares, and shared dispositive power of 0, as disclosed in the filing.
When was the Schedule 13G for Invesco filed and signed?
The Schedule 13G disclosure is signed by Robert R. Leveille, Global Head of Compliance for Invesco, with an execution date of 05/06/2026, and the reported position reference date included in the filing is 03/31/2026.
