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. Senior Managing Director Stephanie Butcher reported a mixed equity compensation transaction. She received a grant of 66,317 Restricted Stock Units, each representing a contingent right to one Invesco common share. The units vest in four equal annual installments and lapse if her employment terminates.
To satisfy tax obligations, 9,237 common shares were disposed of at $26.26 per share as a tax-withholding transaction rather than an open-market sale. Following these transactions, she directly holds 66,317 Restricted Stock Units and 20,618 common shares of Invesco.
Invesco Ltd. Senior Managing Director Tony Wong reported multiple equity compensation transactions dated February 28, 2026. He acquired Restricted Stock Units (RSUs) through two derivative exercises of 15,343 and 16,612 RSUs, and received a new grant of 66,317 RSUs, each representing a right to one common share and vesting in four equal installments. He also acquired 15,343 and 16,612 common shares as awards, and had 17,854 common shares disposed at $26.26 per share to satisfy tax obligations, leaving him with 126,971 common shares directly owned.
Invesco Ltd. files its annual report describing a diversified global asset manager with approximately $2.2 trillion in assets under management as of December 31, 2025, serving clients in more than 120 countries.
Retail assets were $1,515.7 billion and institutional assets $654.2 billion, with strong representation across the Americas, EMEA and APAC and broad capabilities spanning ETFs and index, fundamental equity and fixed income, private markets, multi-asset and liquidity products.
The company highlights major industry shifts, including fee pressure, growth in private markets, passive investing, digital distribution and AI, and outlines extensive risk factors such as market volatility, credit and liquidity risk, foreign exchange movements, cyber threats, ESG and AI-related regulatory uncertainty, and reliance on key personnel and distribution partners.
Invesco also reports significant balance sheet exposures, including $8,477.1 million of goodwill, $3,927.3 million of intangible assets and $1,166.3 million in seed capital and co-investments, and notes a non-cash $1,794.9 million impairment of U.S. retail mutual fund management contracts in 2025.
Invesco Ltd. announced that its board approved a new 2025 Share Repurchase Plan authorizing the company to buy back up to an additional $1.0 billion of its common stock. This new authorization has no time limit or expiration date.
The new plan is in addition to Invesco’s existing 2016 Share Repurchase Plan, under which approximately $213.4 million remained authorized for repurchases as of February 19, 2026. Repurchases may be made through open-market, block, or privately negotiated transactions, including Rule 10b5-1 trading plans, but the company is not obligated to repurchase any shares.
Invesco Ltd. filed a Form 13F reporting its institutional holdings as a 13F Holdings Report. The filing lists 23,487 information-table entries with a total market value of $652,195,086,867 and identifies 13 other included managers. The report was signed by Robert R. Leveille.
Invesco Ltd. received an amended Schedule 13G/A from hedge fund–related entities led by Millennium Management and Integrated Core Strategies reporting significant holdings of its common stock. Integrated Core Strategies reports beneficial ownership of 19,759,432 shares, representing 4.4% of the class, with shared voting and dispositive power.
Millennium Management LLC, Millennium Group Management LLC, and Israel A. Englander each report beneficial ownership of 21,848,486 shares, or 4.9% of Invesco’s common stock, all with shared voting and dispositive power. The filers certify the shares were not acquired to change or influence control of Invesco.
Invesco Ltd. filed an amended Schedule 13G reporting a significant ownership position in the Invesco Russell 1000 Dynamic Multifactor ETF as of 12/31/2025. Invesco may be deemed to beneficially own 19,623,449 shares, representing 25.9% of the ETF’s outstanding shares.
Invesco has sole voting power over 19,158,742 shares and sole dispositive power over 19,623,449 shares. The shares are held of record by clients of Invesco’s investment advisers, including a fund advised by Invesco Advisers, Inc. that owns 5.94% of the security. Invesco certifies the position is held in the ordinary course of business and not for the purpose of changing or influencing control of the ETF.
Invesco Ltd. filed an amended Schedule 13G reporting a significant passive ownership stake in the Invesco Variable Rate Investment Grade ETF as of 12/31/2025.
Invesco Ltd., a Bermuda company, may be deemed to beneficially own 13,338,402 shares of the ETF, representing 24.6% of the outstanding class, held in client accounts advised by its subsidiaries. It reports sole voting and dispositive power over these shares, with no shared power.
The filing notes that Invesco Advisers, Inc., a subsidiary of Invesco Ltd., advises accounts including Impact 22 LLC - Funded, which owns 8.54% of the securities, and Invesco Global Allocation Fund GMAG Intl Credit, which owns 5.14%. However, no individual investor has more than 5% economic ownership; the respective fund shareholders are entitled to dividends and sale proceeds. Invesco certifies the holdings are in the ordinary course of business and not for influencing control of the ETF.
Invesco Ltd. has filed an amended Schedule 13G reporting beneficial ownership of 2,467,545 shares of the Invesco Fundamental High Yield Corporate Bond ETF, representing 12.2% of the fund’s outstanding shares as of the event date 12/31/2025.
Invesco, a Bermuda parent holding company, reports sole voting and dispositive power over these shares through its investment adviser subsidiaries, with the shares held in client accounts. The filing states the position is held in the ordinary course of business and not for the purpose of changing or influencing control of the ETF, and that no individual investor has more than 5% economic ownership.
Invesco Ltd. executive Tony Wong, a Senior Managing Director, reported a disposition of 40,113 common shares of Invesco on February 6, 2026 at a price of $26.82 per share, coded as transaction type “F.”
Following this transaction, Wong directly beneficially owns 112,870 common shares of Invesco. The filing reflects a single non-derivative share transaction and shows no derivative securities activity.