Welcome to our dedicated page for Invesco SEC filings (Ticker: IVZ), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Invesco Ltd. (IVZ) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. Invesco uses current reports on Form 8-K to communicate material events, including preliminary monthly assets under management, quarterly financial results, and significant agreements such as capital transactions with major shareholders.
Recent Form 8-K filings show Invesco announcing preliminary assets under management for specific month-end dates, along with details on long-term flows, non-management fee earning flows and money market flows. Other 8-Ks reference the release of quarterly financial results and the filing of related press releases as exhibits. In addition, Invesco filed an 8-K describing a Preferred Share Repurchase Agreement with Massachusetts Mutual Life Insurance Company for a portion of its outstanding preference shares, illustrating how the firm reports capital management actions.
Invesco’s SEC record also includes a Form 25 filed by the New York Stock Exchange relating to the removal from listing and registration of a class of Invesco’s 3.750% Senior Notes due 2026. This type of filing documents changes in the listing status of specific debt securities. Together, these filings provide insight into Invesco’s financing activities, shareholder arrangements and ongoing disclosure practices.
On Stock Titan, investors can review these filings alongside AI-powered summaries that explain key points in plain language. As new 8-Ks, 10-Qs, 10-Ks, proxy statements and Form 4 insider transaction reports are posted to EDGAR, the platform can surface them quickly and highlight items such as assets under management updates, earnings disclosures, capital structure changes and governance information relevant to IVZ.
Invesco Ltd. is asking shareholders to elect 11 directors, approve executive pay on an advisory basis, ratify PricewaterhouseCoopers as auditor for 2026, and amend its Bye-Laws to allow shareholders to remove directors with or without cause. The 2026 annual meeting will be held virtually on May 21, 2026, for holders of record on March 16, 2026.
Management highlights 2025 as a strong year, with assets under management reaching $2.2 trillion and net revenues of $4,658 million, up six percent. Adjusted operating income rose 14 percent, adjusted diluted EPS increased 19 percent, and net long-term inflows of $81.2 billion drove six percent organic growth. The company repurchased $1.5 billion of Series A preferred stock and converted more than $400 billion of QQQ assets into long-term revenue-earning AUM. CEO total compensation for 2025 was $18.5 million, with incentives at 129 percent of target, and director equity and ownership requirements were increased to further align with shareholders.
The Vanguard Group amended its Schedule 13G/A to report 0 shares of Invesco Ltd common stock. The filing states The Vanguard Group completed an internal realignment on January 12, 2026 and, in reliance on SEC Release No. 34-39538, certain subsidiaries or business divisions will report beneficial ownership separately. The filing lists Amount beneficially owned: 0 and Percent of class: 0%. The amendment is signed by Ashley Grim, Head of Global Fund Administration, dated 03/27/2026.
Invesco Ltd.'s Senior Managing Director and Chief Human Resources Officer, Alan Leonard Smith, reported routine equity compensation activity. On March 13, 2026, he exercised 8,641 Restricted Stock Units, converting them into the same number of common shares. The filing also records an acquisition of 8,641 common shares at a price of $0.00 per share, reflecting a grant or award rather than a market purchase. To cover tax obligations, 3,849 common shares were withheld at $23.00 per share, a non‑market disposition. After these transactions, he directly holds 14,489 common shares. Footnotes note that each Restricted Stock Unit represents a contingent right to receive one common share and that such units vest in four equal annual installments.
Invesco Ltd. is soliciting shareholder votes at a virtual Annual General Meeting on May 21, 2026 for routine governance and oversight matters. The record date for voting is March 16, 2026, and audited consolidated financial statements for the year ended December 31, 2025 will be presented.
Key proposals include election of eleven directors, an advisory vote on executive compensation, appointment of PricewaterhouseCoopers LLP as auditor, and an amendment to the Fourth Amended and Restated Bye-Laws to permit removal of a director with or without cause. The proxy highlights 2025 results: $2.2 trillion in AUM, $81.2 billion net long-term inflows, net revenues of $4,658 million (up 6%), adjusted diluted EPS up 19%, and a $1.5 billion repurchase of Series A preferred stock. CEO total 2025 compensation is disclosed as $18.5 million.
Invesco Ltd. reported preliminary assets under management of $2,257.7 billion as of February 28, 2026, up 1.2% from the prior month-end. The firm saw net long-term inflows of $4.7 billion and money market net inflows of $13.5 billion, indicating positive client demand across strategies.
AUM was helped by $9 billion of favorable market returns, partially offset by a $1.1 billion negative foreign-exchange impact. Preliminary average total AUM for the quarter through February 28 was $2,225.9 billion, with preliminary average active AUM of $1,142.8 billion, underscoring the firm’s large and diversified global asset base.
Invesco Ltd. reports beneficial ownership of 3,800,519 shares (the Invesco Bloomberg Enhanced Fallen Angels ETF), representing 17.7% of the class. The shares are held of record by clients of Invesco Ltd. and Invesco Ltd. discloses sole voting and dispositive power over 17.7% of the shares. The filing identifies Invesco Advisers, Inc. and Invesco Investment Advisers LLC as relevant subsidiaries and is signed by the Global Head of Compliance on 03/06/2026.
Invesco Ltd. reports beneficial ownership of 11,974,939 shares (31.5%) of the Invesco Equal Weight 0-30 Year Treasury ETF. The filing states those shares are held of record by clients of Invesco Ltd., with 11,907,514 shares subject to sole voting power and 11,974,939 shares subject to sole dispositive power.
The filing identifies Invesco Advisers, Inc. as a subsidiary involved in advising funds that hold portions of these shares, and notes that no individual holds greater than 5% economic ownership. The schedule is signed by the Global Head of Compliance on 03/06/2026.
Invesco-affiliated entities reported an insider transaction involving Invesco Commercial Real Estate Finance Trust, Inc.. On February 27, 2026, Invesco Advisers, Inc., an indirect wholly owned subsidiary of Invesco Ltd., disposed of 110,485.217 shares of Class E Common Stock back to the issuer at $25.7799 per share in a disposition to the issuer. Following this repurchase, Invesco Advisers, Inc. reported holding 423,806.623 shares of Class E Common Stock.
Invesco Advisers, Inc., an indirect wholly owned subsidiary of Invesco Ltd., reported two offsetting transactions in Invesco Real Estate Income Trust Inc. Class E Common Stock. On February 27, 2026, IAI disposed of 5,778.639 shares back to the issuer at $28.0915 per share. On March 1, 2026, IAI acquired 11,924.853 shares as payment of its management fee at the same price, bringing its direct holdings to 142,668.224 shares.