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. filed a Current Report on Form 8-K to announce preliminary assets under management for the month ended October 31, 2025. The company stated that details are provided in a press release issued on November 11, 2025, which is furnished as Exhibit 99.1 and incorporated by reference. This is an informational update on monthly AUM and does not describe any transaction, financing, or changes to corporate governance.
The filing identifies Invesco’s common stock (IVZ) listed on the New York Stock Exchange and includes the Inline XBRL cover page file as Exhibit 104.
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.