Invesco Ltd. (NYSE: KBR) discloses 8.35M-share, 6.6% beneficial stake in KBR
Rhea-AI Filing Summary
Invesco Ltd. reports its ownership of KBR Inc. common stock in an amended Schedule 13G. Invesco, as a Bermuda parent holding company to its investment advisers, may be deemed to beneficially own 8,353,001 shares of KBR, representing 6.6% of the outstanding common stock as of June 30, 2026.
Invesco has sole voting power over 8,296,934 shares and sole dispositive power over 8,353,001 shares, with no shared voting or dispositive power. The shares are held of record by clients of Invesco’s subsidiaries, primarily Invesco Advisers, Inc. and Invesco Capital Management LLC, and no individual client has more than 5% economic ownership.
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Negative
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Key Figures
Beneficially owned shares: 8,353,001 shares
Ownership percentage: 6.6%
Sole voting power: 8,296,934 shares
+3 more
6 metrics
Beneficially owned shares
8,353,001 shares
Shares of KBR Inc. common stock Invesco Ltd. may be deemed to beneficially own
Ownership percentage
6.6%
Percent of KBR Inc. common stock class beneficially owned by Invesco Ltd.
Sole voting power
8,296,934 shares
Number of KBR shares over which Invesco Ltd. has sole power to vote
Shared voting power
0 shares
Number of KBR shares over which Invesco Ltd. has shared voting power
Sole dispositive power
8,353,001 shares
Number of KBR shares over which Invesco Ltd. has sole power to dispose
Shared dispositive power
0 shares
Number of KBR shares over which Invesco Ltd. has shared power to dispose
Key Terms
beneficially own, Sole Voting Power, Sole Dispositive Power, parent holding company, +1 more
5 terms
beneficially own financial
"may be deemed to beneficially own 8,353,001 shares of the Issuer"
Beneficially own means having the economic rights and risks of a security—such as the right to receive dividends, sell the shares, or profit from price changes—whether or not your name appears on the official share register. Think of it like renting a car: you use it and reap the benefits even if the title lists someone else. Investors care because beneficial ownership determines who truly controls value, must be disclosed under securities rules, and can signal potential influence or trading activity that affects a stock’s price.
Sole Voting Power financial
"Sole Voting Power 8,296,934.00"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
Sole Dispositive Power financial
"Sole Dispositive Power 8,353,001.00"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
parent holding company financial
"Invesco Ltd., in its capacity as a parent holding company"
Investment Company Act of 1940 regulatory
"investment company registered under the Investment Company Act of 1940"
A U.S. federal law that sets the rulebook for pooled investment vehicles such as mutual funds, exchange-traded funds and similar money managers, requiring them to register with regulators, disclose holdings and fees, limit conflicts of interest, and follow governance standards. It matters to investors because these protections and transparency rules act like a referee and scoreboard, helping people compare funds, trust that managers follow fair practices, and spot hidden costs or risks.
FAQ
Do any individual clients hold more than 5% of KBR (KBR) through Invesco?
No. The filing states that no one person has greater than 5% economic ownership in the KBR securities listed. The shares are held by multiple clients of Invesco Ltd. and its subsidiaries, each below the 5% economic threshold.
What is the nature of Invesco Ltd.’s beneficial ownership in KBR (KBR)?
Invesco Ltd. “may be deemed to beneficially own” 8,353,001 KBR shares as a parent holding company to its investment advisers. The shares are held of record by clients, who retain the right to receive dividends and sale proceeds from these securities.
AI-generated analysis. How Rhea-AI works. Not financial advice.