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., together with parent Invesco Ltd., reported two transactions in Class E Common Stock of Invesco Real Estate Income Trust Inc. as directors by deputization. On January 30, 2026, Invesco Advisers had 5,778.639 shares repurchased at $28.1231 per share, leaving 125,013.646 shares beneficially owned.
On February 1, 2026, Invesco Advisers acquired 11,508.364 Class E shares at $28.1231 per share as payment of its management fee, increasing its beneficial holdings to 136,522.010 shares. Both holdings are reported as directly owned by Invesco Advisers, Inc.
Invesco Ltd. furnished a current report stating that it issued a press release announcing its financial results for the fiscal quarter ended December 31, 2025. The press release is provided as Exhibit 99.1 to this report and is incorporated by reference within the document itself. The company clarifies that the information in this report and its exhibit is being furnished rather than filed, so it is not subject to certain liability provisions of the securities laws and will not automatically be incorporated into other Securities and Exchange Commission filings unless specifically stated.
Invesco Ltd. insider equity transaction: Senior Managing Director Douglas J. Sharp reported equity award activity involving Invesco common shares and restricted stock units on January 15, 2026. A block of 29,189 Restricted Stock Units was converted into 29,189 common shares at a stated price of $0 per unit, reflecting the vesting of previously granted awards. On the same date, 13,719 common shares were disposed of at $29.39 per share in a transaction coded "F," typically used for shares withheld to cover taxes on vesting. After these transactions, Sharp directly held 15,662 common shares and 58,377 Restricted Stock Units, each RSU representing a contingent right to receive one Invesco common share. The RSUs vest in four equal annual installments and expire upon termination of employment.
Invesco Ltd. is having its 3.750% Senior Notes due 2026 removed from listing and registration on the New York Stock Exchange. The Exchange states that it has complied with its own rules to strike this class of securities from listing and withdraw their registration under Section 12(b) of the Securities Exchange Act of 1934. The filing also notes that Invesco has complied with the Exchange’s rules and with the requirements of 17 CFR 240.12d2-2(c) governing the voluntary withdrawal of this class of securities from listing and registration.
Invesco Ltd. filed a current report to note that it has released preliminary figures for its assets under management for the month ended December 31, 2025. The company disclosed that these preliminary AUM results were provided in a press release issued on January 12, 2026.
The press release is included as Exhibit 99.1 to the report and is incorporated by reference, while an Inline XBRL cover page data file is included as Exhibit 104. No additional financial details or strategic actions are described in this report beyond the availability of the AUM update.
Invesco Ltd. reported an insider share transfer by its President and CEO, who is also a director. On 12/11/2025, the reporting person made a transaction in Invesco common shares classified as a code "G" event, which the filing explains as a bona fide gift. The transaction involved 18,800 common shares at a stated price of $0, reflecting that no sale proceeds were received.
Following this gift, the reporting person directly beneficially owned 814,083 common shares of Invesco Ltd., according to the filing. The form indicates the filing is made by one reporting person and confirms their roles as both President and CEO and a director of the company.
Invesco Ltd. filed a current report to announce that it has released preliminary assets under management figures for the month ended November 30, 2025. The company issued a press release on December 9, 2025 detailing these asset levels, which is provided as Exhibit 99.1 and incorporated by reference. The filing is primarily a notice that updated monthly asset under management data is now publicly available.
Invesco Ltd. has entered into an agreement to repurchase $500 million of its 5.9% Fixed Rate Non-Cumulative Perpetual Series A Preference Shares from Massachusetts Mutual Life Insurance Company. The deal covers 500,000 preferred shares at $1,180 per share, an 18% premium to their $1,000 liquidation preference. MassMutual currently owns about 3,000,000 of these preferred shares and approximately 18.3% of Invesco’s common shares, and will continue to hold about $2.5 billion of preferred shares after the transaction. The repurchase is expected to close around mid-December 2025, with dividends on the repurchased shares prorated from December 1, 2025 through closing and paid as part of the March 2, 2026 dividend.
Invesco Ltd. (IVZ) filed a Form 13F-HR reporting its institutional equity holdings. The filing lists 24,715 information table entries with an aggregate reported value of $634,723,346,545.
It is a 13F Holdings Report and includes 13 other affiliated managers. The report was signed by Robert R. Leveille, Global Head of Compliance, in Atlanta, GA.
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.