Follow-The-Filings

Security · featured owners

IVZ Invesco Ltd

Financials SHS Equity as of 2026 Q2 among managers we track

  • 1 Owner
  • Max 1.0%
  • $43M
  • 1 reduce

IVZ (Invesco Ltd) is held in 1 featured 13F book as of 2026 Q2. Nelson Peltz - Trian Fund Management is the largest tracked holder by portfolio weight (1.0%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 1.0% (Nelson Peltz - Trian Fund Management) · not free-float ownership

  1. Nelson Peltz reduce 1.0%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Nelson Peltz - Trian Fund Management 2026 Q2 1.0% Reduce −45.3% 1,625,472 $43M history

SEC filings

Recent issuer filings from EDGAR · 7 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 7.01,9.01
8-K 5.02,7.01,9.01
8-K 7.01,9.01
10-Q
8-K 2.02,9.01
8-K 7.01,9.01
8-K 7.01,9.01

Insider forms

Form 3 / 4 / 5 from EDGAR · 10 rows shown

Filed Form Detail Links
4 Period Sep 11, 2026
4 Period Sep 8, 2026
4 Period Sep 9, 2026
4 Period Sep 4, 2026
4 Period Aug 31, 2026 · 4 forms
4 Period Aug 3, 2026
4 Period Jul 31, 2026
4 Period Jul 2, 2026 · 4 forms
4 Period Jun 29, 2026
4 Period May 29, 2026 · 2 forms

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $5.72B $6.07B $6.38B
Net income -$333.7M $538M
Net margin * -5.8% 8.9%

Balance sheet

Metric FY2023 FY2024 FY2025
Total assets $28.93B $27.01B $27.09B
Total equity $14.6B $14.56B $12.23B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $1.3B $1.19B $1.53B
Cash from investing -$244.3M $68.4M -$974.4M
Cash from financing -$0.585B -$1.66B -$0.15B
Net change in cash * $471.1M -$403.2M $401.4M

ownership over time

filing count by report period · click a bar for that quarter’s holders