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Invesco Ltd. — Investor Relations & Filings

Ticker · IVZ ISIN · BMG491BT1088 LEI · ECPGFXU8A2SHKVVGJI15 US Financial and insurance activities
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Filings indexed 5,931 across all filing types
Latest filing 2026-06-17 Major Shareholding Noti…
Country BM Bermuda
Listing US IVZ

About Invesco Ltd.

https://www.invesco.com/

Invesco Ltd. is an independent global investment management firm dedicated to providing a wide range of investment solutions. The company serves a diverse client base that includes retail investors, financial professionals, institutional clients, and high-net-worth individuals. Invesco's product portfolio encompasses various investment vehicles such as mutual funds, exchange-traded funds (ETFs), closed-end funds, and unit trusts. The firm offers both traditional and alternative investment strategies across multiple asset classes, including equities, fixed income, and alternatives, with the goal of helping clients achieve their financial objectives.

Recent filings

Filing Released Lang Actions
Invesco Ltd. - Invesco Ltd: Form 8.3 - Tate & Lyle PLC; Public dealing disclosure
Major Shareholding Notification Classification · 100% confidence The document is a Form 8.3, titled 'Public Dealing Disclosure By A Person With Interests In Relevant Securities Representing 1% Or More' and references Rule 8.3 of the Takeover Code. It details shareholding disclosure by Invesco Ltd. regarding Tate & Lyle PLC shares, including information on share purchases and sales, securities interests, and shareholding percentages. This form is used to notify the market of significant share ownership changes, typically crossing ownership thresholds. It is not a financial report, earnings release, management commentary, or governance report. Therefore, the document fits the category of 'Major Shareholding Notification' which concerns notifications related to significant share ownership levels.
2026-06-17 English
Invesco Ltd. - Invesco Ltd: Form 8.3 - easyJet PLC; Public dealing disclosure
Major Shareholding Notification Classification · 100% confidence The document is a FORM 8.3 which is a public dealing disclosure by a person with interests in relevant securities of a company related to the takeover code. It includes details about shareholding positions and transactions by Invesco Ltd. in relation to easyJet PLC. This type of form is specifically for disclosing significant shareholdings and dealings and is categorized under notifications for changes in major share ownership, consistent with a 'Major Shareholding Notification'. It is not an earnings report, management information, or other types of filings. Therefore, it falls under 'Major Shareholding Notification' (MRQ). The document is sufficiently detailed regarding holdings and transactions and fits the exact definition of MRQ.
2026-06-17 English
Invesco Ltd. - Invesco Ltd: Form 8.3 - Aptitude Software Group PLC; Public dealing disclosure
Director's Dealing Classification · 100% confidence The document is a FORM 8.3 public dealing disclosure under Rule 8.3 of the Takeover Code, which mandates disclosure of interests or dealings by persons with interests in relevant securities representing 1% or more. It contains detailed tables of ownership percentages, purchases and sales of securities, dates of dealings, and information about derivatives and options. There is no financial performance data, management commentary, or report material, but a regulatory disclosure of share dealings by a significant shareholder (Invesco Ltd.) in Aptitude Software Group PLC. This matches clearly with the filing type defined as Director's Dealing (DIRS), which covers reports of personal share transactions by company directors and executives or significant share dealings disclosed per takeover code rules.
2026-06-17 English
Invesco Ltd. - Invesco Ltd: Form 8.3 - easyJet; Public dealing disclosure
Director's Dealing Classification · 100% confidence The document is a Form 8.3 which is a public dealing disclosure by a person with interests in relevant securities representing 1% or more, under Rule 8.3 of the Takeover Code. It contains detailed information about shareholdings, purchases, sales, and positions in the securities of easyJet PLC by Invesco Ltd. It is focused on disclosing insider share transactions related to the company's securities. It is not an annual or interim report, earnings release, or any of the other report types. This fits exactly the definition of "Director's Dealing" filings which report personal share transactions by company directors and executives or major shareholders. Hence, the appropriate classification is DIRS with high confidence.
2026-06-16 English
8-K
Regulatory Filings Classification · 91% confidence The document is a U.S. SEC Form 8-K (Current Report) filed by Invesco Ltd. under Regulation FD to attach a press release and comply with Exchange Act requirements. It does not contain full financial statements or substantive data like an annual or interim report, nor is it a proxy, dividend notice, or other specialized announcement. Therefore it falls under the general regulatory filing category.
2026-06-09 English
Invesco Ltd. - Invesco Ltd: Form 8.3 - easyJet PLC; Public dealing disclosure
Major Shareholding Notification Classification · 93% confidence The document is a UK Takeover Code Form 8.3 disclosure by Invesco Ltd detailing its 3.35% stake and share dealings in easyJet PLC. This is a public notification of a major shareholding (≥1%) and related transactions, fitting the definition of a Major Shareholding Notification. It is neither a corporate financial report nor a director’s personal dealing, but a regulatory disclosure of significant share ownership.
2026-06-04 English

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