Filer Snapshot

Invesco Ltd.

CIK 0000914208. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

281

Latest filing

05 Jun 2026

Industry

Investment Advice

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Latest 13F portfolio

$653.25B

3,734 holdings for Q1 2026

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Largest parsed holding

NVDA

$24.9B reported value

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13D/G large stake

IFLN

29 May 2026 · 21% ownership

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Insider / owner context

Invesco Commercial Real Estate Finance Trust, Inc.

29 May 2026

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Source: SEC Schedule 13D/G

SCHEDULE 13G filed on 05 Jun 2026 for CIK 0000914208.

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Listed symbols
IVZ on NYSE
Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

13F portfolio$653.25B

Quarterly institutional holdings reported on Form 13F; not total AUM.

Latest reported 13F value

13F
$653.25B

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Source: SEC Form 13FScope: U.S.-listed equity holdings

Largest 13F holdings

13F
NVDA AAPL MSFT GOOGL AMZN
+15 moreAVGO META GOOG TSLA WMT LRCX CSCO COST NFLX MU JNJ JPM TXN AMAT AMD

Largest symbols in the latest parsed Form 13F information table.

Freshness: Latest parsed 13F period

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

NVDA AAPL MSFT GOOGL AMZN AVGO META GOOG
+12 moreTSLA WMT LRCX CSCO COST NFLX MU JNJ JPM TXN AMAT AMD

Largest active 13G stakes

Passive or institutional large-stake positions disclosed in parsed Schedule 13G filings.

YMM HTHT EDU OMFL EWBC XPO
+14 moreATHM MKSI RWL IEI RMBS AMTM COHR GL CRL SUN EPAM EHC THC HRI
How to read these SEC ownership signals
  • Read each filing family separately: Form 13F, Schedules 13D/G, and Forms 3/4/5 answer different SEC disclosure questions and should not be blended into one ownership total.
  • Use 13F values for visible U.S.-listed equity portfolios, 13D/G rows for large beneficial-owner stakes, and Forms 3/4/5 rows for reporting-owner positions and transactions.
  • Open the linked research path when you need the filing, CIK, issuer, CUSIP, date, or source trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 2 identity fields
SEC industry group
Investment Advice (Office of Finance)
Business address
1331 Spring Street Nw, Suite 2500, Atlanta, GA, 30309
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 3 profile fields available
Incorporated in
Bermuda
Fiscal year end
31 December
Former names on EDGAR
Invesco Asset Management Deutschland GMBH (to 08 Nov 2021), INVESCO PLC/LONDON/ (to 04 Dec 2007), AMVESCAP PLC/LONDON/ (to 24 May 2007), AMVESCAP /LONDON/ (to 17 Dec 1999), INVESCO PLC /LONDON (to 07 Jan 1994)

Filer intelligence

What SEC filings say about Invesco Ltd.

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $653.25B across 3,734 reported holdings for Q1 2026.
  • Largest parsed 13F holding: NVDA at $24.9B.
  • 5 recent 13D/G stake rows found; top row is IFLN at 21% ownership.
  • Forms 3/4/5 show insider context for Invesco Commercial Real Estate Finance Trust, Inc..

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 3,734 rows

Quarterly institutional portfolio holdings.

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13D/G stakes 5 rows

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 2 rows

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 12 May 2026

Top 5 concentration

13%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$84.14B

Compared with $653.25B total 13F value.

Top 5 net change

-$1.7B

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: WMT · Largest trim: META

NVDA AAPL MSFT GOOGL AMZN Other holdings

NVDA

3.8%

Nvidia Corporation

$24.9B

AAPL

2.8%

Apple Inc

$18.5B

MSFT

2.4%

Microsoft Corp

$15.66B

GOOGL

2%

Alphabet Inc

$13.18B

AMZN

1.8%

Amazon Com Inc

$11.9B

13D/G large-stake context

IFLN

29 May 2026 · Exchange Traded Fund

21%
Issuer page 13D/G history

CAN

29 May 2026 · American Depository Receipt

15%
Issuer page 13D/G history

AMTM

30 Apr 2026 · Common Stock

10%
Issuer page 13D/G history

EPAM

31 Mar 2026 · Common Stock

8.3%
Issuer page 13D/G history

Forms 3/4/5 insider context

Invesco Commercial Real Estate Finance Trust, Inc.

29 May 2026

Issuer page Owner page

Invesco Real Estate Income Trust Inc.

29 May 2026

Issuer page Owner page

Latest update

What changed recently for Invesco Ltd.

New filing available

Latest Schedule 13D/G period: 29 May 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

05 Jun 2026

Page type

Filer profile

Latest period

29 May 2026

Schedule 13D/G context is visible from filings filed on 05 Jun 2026.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

Invesco Ltd. has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest Schedule 13D/G period: 29 May 2026. That gives you a fresh baseline before you compare this company with peers.

  • Latest company facts filing date: 05 May 2026.
  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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SEC filing record

CIK 0000914208 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
281
First seen
13 Feb 2014
Latest filing
05 Jun 2026
Entity
Company

Observed form types

10-K 10-Q 13F-HR 13F-HR/A 3 4 SCHEDULE 13G SCHEDULE 13G/A

CIK-linked evidence first

Invesco Ltd. SEC filings Invesco Ltd. 13F portfolio Invesco Ltd. 13D/G history Invesco Ltd. owner filings Invesco Ltd. insider transactions Open SEC filing index

Industry context: Investment Advice.

Latest Filings

Showing the latest 12 of 281 SEC filings for Invesco Ltd..

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SCHEDULE 13G

SCHEDULE 13G filing

Filing date
05 Jun 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13G

SCHEDULE 13G filing

Filing date
05 Jun 2026
Reporting date
Not listed
SEC evidence
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4

4 filing

Filing date
19 May 2026
Reporting date
15 May 2026
SEC evidence
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4

4 filing

Filing date
19 May 2026
Reporting date
15 May 2026
SEC evidence
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4

4 filing

Filing date
19 May 2026
Reporting date
15 May 2026
SEC evidence
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4

4 filing

Filing date
19 May 2026
Reporting date
15 May 2026
SEC evidence
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4

4 filing

Filing date
19 May 2026
Reporting date
15 May 2026
SEC evidence
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4

4 filing

Filing date
19 May 2026
Reporting date
15 May 2026
SEC evidence
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4

4 filing

Filing date
19 May 2026
Reporting date
15 May 2026
SEC evidence
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4

4 filing

Filing date
19 May 2026
Reporting date
15 May 2026
SEC evidence
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4

4 filing

Filing date
19 May 2026
Reporting date
15 May 2026
SEC evidence
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4

4 filing

Filing date
19 May 2026
Reporting date
15 May 2026
SEC evidence
Open document Open filing
Next action
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