Welcome to our dedicated page for Invesco Ltd. 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.
Invesco Ltd. filings document the formal disclosures of a Bermuda-incorporated global asset manager, including 8-K reports for quarterly results and Regulation FD updates on preliminary assets under management. Those records attach press releases covering AUM by strategy, flows, market and foreign-exchange effects, management fees, service and distribution fees, expenses and related operating metrics.
Proxy materials describe annual general meeting mechanics, shareholder voting matters, board governance and executive compensation. Other filings cover common-stock repurchase authorizations, exhibits filed with material-event reports, and the Form 25 record for removal from NYSE listing and Section 12(b) registration of Invesco’s 3.750% Senior Notes due 2026.
Invesco Advisers, Inc. reported an acquisition of equity in Invesco Commercial Real Estate Finance Trust, Inc. on a Form 4. On 11/03/2025, the reporting persons acquired 65,555.083 shares of Class E Common Stock at $25.66 per share. The filing states this stock was received as payment of a management fee. Following the transaction, beneficial ownership stood at 288,170.575 shares, held directly. The reporting persons are identified as directors by deputization for Section 16 purposes, and the filing was made by more than one reporting person.
Invesco Ltd. filed its Q3 2025 10‑Q, reporting stronger results. Operating revenues rose to $1.64 billion from $1.52 billion, with operating income up to $270.9 million from $100.5 million. Diluted EPS increased to $0.66 from $0.12. Net income attributable to Invesco was $301.3 million.
AUM ended at $2.1248 trillion, supported by $28.9 billion in net long‑term inflows and market gains. Adjusted operating margin was 34.2%, while GAAP operating margin reached 16.5%. The quarter included a $35.9 million non‑cash impairment related to classifying the intelliflo business as held for sale.
Capital actions focused on balance sheet strength: Invesco repaid $260 million on its 2028 term loan during Q3 and subsequently repaid the remaining $240 million in October, maintained a zero balance on its revolving credit facility, repurchased 1.2 million common shares for $25 million, and previously repurchased $1.0 billion of Series A preferred shares. The board declared a $0.21 per‑share common dividend for Q3. Subsequent to quarter‑end, the company sold 60% of Invesco Asset Management (India) Private Limited.
Invesco Advisers, Inc., together with Invesco Ltd. as joint reporting persons and deemed directors by deputization, filed a Form 4 for Invesco Real Estate Income Trust Inc.
On 10/31/2025, the issuer repurchased 5,778.639 shares of Class E Common Stock from Invesco Advisers at $27.9447 per share. On 11/01/2025, Invesco Advisers acquired 9,574.417 shares of Class E Common Stock at $27.9447 per share as payment of its management fee. Following these transactions, the reporting persons beneficially owned 120,724.874 shares.
The filing was made as a joint submission by more than one reporting person and reflects non-derivative equity movements in Class E Common Stock, $0.01 par value.
Invesco Ltd. (IVZ) reported an insider transaction on a Form 4. A Senior Managing Director sold 160,000 common shares on 10/31/2025 in open-market trades, recorded with transaction code S. The weighted average sale price was $23.5552, with a disclosed price range of $23.54–$23.62.
Following the sale, the reporting person beneficially owned 192 shares, held as Direct (D) ownership. The filing aggregates multiple same-way sales executed by a broker-dealer within a one-dollar range and notes the reporting person will provide detailed per-trade prices upon request.
Invesco Ltd. (IVZ): Schedule 13G/A filed disclosing significant stakes. Millennium Management LLC, Millennium Group Management LLC and Israel A. Englander reported beneficial ownership of 26,157,053 shares, representing 5.9% of Invesco’s common stock. Integrated Core Strategies (US) LLC reported beneficial ownership of 24,713,320 shares, or 5.6%.
Each reporting person lists 0 shares with sole voting or dispositive power and the full amounts with shared voting and shared dispositive power. The certification states the securities were not acquired and are not held for the purpose of changing or influencing control. The date of event triggering the filing is October 24, 2025.
IVZ filed a Form 144 indicating the planned sale of 160,000 common shares through Fidelity Brokerage Services. The filing lists an aggregate market value of $3,768,837.69, with an approximate sale date of 10/31/2025 on the NYSE.
The shares were acquired via restricted stock vesting in multiple tranches from 2021 through 2025. As context, the filing notes 445,963,773 shares outstanding. Form 144 is a notice of proposed sale by an affiliate or other holder relying on Rule 144.
Invesco Ltd. (IVZ) furnished a press release announcing its financial results for the fiscal quarter ended September 30, 2025. The press release is attached as Exhibit 99.1.
The information, including the exhibit, is furnished under the Exchange Act and is not deemed “filed” for purposes of Section 18. It is not incorporated by reference into other SEC filings unless specifically stated. The report lists the company’s common stock on the NYSE under the symbol IVZ.
Invesco Ltd. (IVZ): Schedule 13G ownership disclosure
Millennium Management LLC, Millennium Group Management LLC, and Israel A. Englander reported beneficial ownership of 23,154,481 shares of Invesco Ltd. common stock, representing 5.2% of the class. The filing lists 0 shares with sole voting or dispositive power and 23,154,481 shares with shared voting and shared dispositive power. The date of the event triggering the filing is 10/14/2025.
The reporting persons certified the securities “were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer,” consistent with a passive Schedule 13G filing.
Invesco Ltd. (IVZ) reported an insider equity transaction. On 10/16/2025, an officer (titled SMD and CIOO) reported activity in Common Shares. The filing shows 28,248 Common Shares acquired at $0 (code A) and 8,345 shares disposed of at $22.80 (code F), resulting in 19,903 Common Shares beneficially owned directly after these transactions.
Related derivative activity shows Restricted Stock Units at a $0 conversion price, with 28,248 underlying Common Shares reported on 10/16/2025 (code M). Following the transactions, 84,746 derivative securities (RSUs) were beneficially owned. Each RSU represents a contingent right to receive one Common Share and vests in four equal annual installments, expiring upon termination of employment.
Invesco Ltd. filed a current report describing the release of its preliminary assets under management figures for the month ended September 30, 2025. The company issued a press release on October 9, 2025, and attached it as Exhibit 99.1, making those AUM details part of the public record.
The filing is signed on behalf of Invesco by Senior Managing Director and Chief Financial Officer L. Allison Dukes.