IVZ SEC filings (2026)
CIK 914208 · Investment Advice (SIC 6282) · incorporated in D0 · fiscal year ends in December
6,381 filings on EDGAR since 1994 · 29 annual, 60 quarterly, 1,992 current · financial statements · earnings
What happened, last 12 months#
Every earnings release with its print, every report with its quarter, the other 8-Ks by the headline of the press release they furnish or by their items, the proxy statements, and each day an insider bought or sold — newest first, each line opening the filing on EDGAR. The index by form and year follows.
October 2026
- Oct 98-K8-K · Regulation FD disclosure
- Oct 98-K8-K · Regulation FD disclosure
September 2026
- Sep 11Insider saleWOOD PHOEBE A (Director) sold 3,000 shares for $97K at $32.44
- Sep 108-K8-K · Regulation FD disclosure
- Sep 9Insider saleLo Andrew Tak Shing (Senior Managing Director) sold 100,840 shares for $3.2M at $32.20
- Sep 9Insider saleButcher Stephanie (Senior Managing Director) sold 45,095 shares for $1.5M at $32.28
- Sep 8Insider saleLo Andrew Tak Shing (Senior Managing Director) sold 42,530 shares for $1.4M at $32.85
- Sep 4Insider saleDUKES LAURA ALLISON (Chief Financial Officer) sold 31,075 shares for $1.0M at $33.16
August 2026
- Aug 318-K8-K · Invesco Announces Retirement of Andrew Lo and Appointment of Marty Franc as Senior Managing Director and Head of Asia PacificDirectors or officers; compensation; Regulation FD disclosure
- Aug 118-K8-K · Regulation FD disclosure
- Aug 4ReportQuarterly report, Q2 2026 — revenue $1.83B (+20% y/y), net income $338.9M, EPS $0.76
July 2026
- Jul 28EarningsEarnings release — EPS $0.71 vs $0.67 est. (+6.0%); revenue $1.83B (+20% y/y) 2.3%
- Jul 108-K8-K · Regulation FD disclosure
June 2026
- Jun 98-K8-K · Regulation FD disclosure
May 2026
- May 228-K8-K · Shareholder vote results
- May 118-K8-K · Regulation FD disclosure
- May 5ReportQuarterly report, Q1 2026 — revenue $1.74B (+14% y/y), net income $219.1M, EPS $0.51
April 2026
- Apr 28EarningsEarnings release — EPS $0.57 vs $0.58 est. (−1.7%); revenue $1.74B (+14% y/y) 1.5%
- Apr 108-K8-K · Regulation FD disclosure
- Apr 2ProxyProxy · Annual report to shareholders
- Apr 2ProxyProxy · Additional proxy materials
- Apr 2ProxyProxy · Proxy statement
March 2026
- Mar 16ProxyProxy · Preliminary proxy statement
- Mar 108-K8-K · Regulation FD disclosure
February 2026
- Feb 24ReportAnnual report, FY2025 — revenue $6.38B (+5% y/y), net income −$174.8M, EPS −$1.60
- Feb 238-K8-K · Other events
- Feb 108-K8-K · Regulation FD disclosure
January 2026
- Jan 27EarningsEarnings release — EPS $0.62 vs $0.57 est. (+8.8%); revenue $1.69B (+6% y/y) 5.1%
- Jan 128-K8-K · Regulation FD disclosure
December 2025
- Dec 98-K8-K · Regulation FD disclosure
- Dec 98-K8-K · Material definitive agreement
November 2025
October 2025
Insider transactions#
What officers, directors and 10% holders reported on Forms 4 and 5 over the last 13 months, from the documents themselves: one insider’s trades of one kind on one day are one row, with the shares, the price range and the total as filed. Open-market buys and sells first; awards, exercises, tax withholding, gifts and employee-plan purchases are grouped below them.
Over the last 13 months insiders sold $7.2M in 5 sales and bought nothing on the open market; 68 other transactions (awards, exercises, tax withholding, gifts and plan purchases).
| Date | Insider |
|---|---|
| Sep 11, 2026Form 4 | WOOD PHOEBE ADirectorSold · $97K · 3,000 sh |
| Sep 9, 2026Form 4 | Lo Andrew Tak ShingSenior Managing DirectorSold · $3.2M · 100,840 sh |
| Sep 9, 2026Form 4 | Butcher StephanieSenior Managing DirectorSold · $1.5M · 45,095 sh |
| Sep 8, 2026Form 4 | Lo Andrew Tak ShingSenior Managing DirectorSold · $1.4M · 42,530 sh |
| Sep 4, 2026Form 4 | DUKES LAURA ALLISONChief Financial OfficerSold · $1.0M · 31,075 sh |
Awards, exercises, withholding and plan purchases · 68 transactions
| Date | Insider |
|---|---|
| Oct 16, 2026Form 4 | JOHNSTON SHANNON ASMD and CIOOTax withholding · $353K · 12,526 sh |
| Oct 16, 2026Form 4 | JOHNSTON SHANNON ASMD and CIOOAward · $0 · 28,249 sh |
| Oct 16, 2026Form 4 | JOHNSTON SHANNON ASMD and CIOOExercise or conversion · Restricted Stock Units · $0 · 28,249 sh |
| Sep 4, 2026Form 4 | DUKES LAURA ALLISONChief Financial OfficerGift · $0 · 7,600 sh |
| Aug 31, 2026Form 4 | Butcher StephanieSenior Managing DirectorTax withholding · $1.0M · 30,760 sh |
| Aug 31, 2026Form 4 | Sharp Douglas JSenior Managing DirectorTax withholding · $728K · 22,213 sh |
| Aug 31, 2026Form 4 | Sharp Douglas JSenior Managing DirectorAward · $0 · 70,485 sh |
| Aug 31, 2026Form 4 | Sharp Douglas JSenior Managing DirectorExercise or conversion · Restricted Stock Units · $0 · 70,485 sh |
| Aug 31, 2026Form 4 | Butcher StephanieSenior Managing DirectorAward · $0 · 65,442 sh |
| Aug 31, 2026Form 4 | Butcher StephanieSenior Managing DirectorExercise or conversion · Restricted Stock Units · $0 · 65,442 sh |
| Jul 2, 2026Form 4 | Schlossberg AndrewPresident and CEO · DirectorTax withholding · $4.2M · 156,007 sh |
| Jul 2, 2026Form 4 | DUKES LAURA ALLISONChief Financial OfficerTax withholding · $1.4M · 52,003 sh |
| Jul 2, 2026Form 4 | Kupor Jeffrey HSenior Managing DirectorTax withholding · $702K · 26,002 sh |
| Jul 2, 2026Form 4 | Lo Andrew Tak ShingSenior Managing DirectorExercise or conversion · $0 · 116,754 sh |
| Jul 2, 2026Form 4 | Lo Andrew Tak ShingSenior Managing DirectorExercise or conversion · Restricted Stock Units · $0 · 116,754 sh |
| May 15, 2026Form 4 | WAGONER G RICHARD JRDirectorAward · $0 · 8,112 sh |
| May 15, 2026Form 4 | WOMACK CHRISTOPHER CDirectorAward · $0 · 8,112 sh |
| May 15, 2026Form 4 | WOOD PHOEBE ADirectorAward · $0 · 8,112 sh |
| May 15, 2026Form 4 | GIBBONS THOMAS PDirectorAward · $0 · 8,112 sh |
| May 15, 2026Form 4 | Glavin William Francis JrDirectorAward · $0 · 8,112 sh |
| May 15, 2026Form 4 | Finke Thomas MDirectorAward · $0 · 8,112 sh |
| May 15, 2026Form 4 | Sheinwald NigelDirectorAward · $0 · 8,112 sh |
| May 15, 2026Form 4 | Beshar SarahDirectorAward · $0 · 8,112 sh |
| May 15, 2026Form 4 | Tolliver PaulaDirectorAward · $0 · 8,112 sh |
| May 15, 2026Form 4 | Johnson Elizabeth S.DirectorAward · $0 · 8,112 sh |
| Mar 13, 2026Form 4 | Smith Alan LeonardSMD and CHROTax withholding · $89K · 3,849 sh |
| Mar 13, 2026Form 4 | Smith Alan LeonardSMD and CHROAward · $0 · 8,641 sh |
| Mar 13, 2026Form 4 | Smith Alan LeonardSMD and CHROExercise or conversion · Restricted Stock Units · $0 · 8,641 sh |
| Feb 28, 2026Form 4 | Schlossberg AndrewPresident and CEO · DirectorTax withholding · $2.5M · 94,002 sh |
| Feb 28, 2026Form 4 | DUKES LAURA ALLISONChief Financial OfficerTax withholding · $1.5M · 58,064 sh |
| Feb 28, 2026Form 4 | Sharp Douglas JSenior Managing DirectorTax withholding · $569K · 21,685 sh |
| Feb 28, 2026Form 4 | Wong TonySenior Managing DirectorTax withholding · $469K · 17,854 sh |
| Feb 28, 2026Form 4 | Butcher StephanieSenior Managing DirectorTax withholding · $243K · 9,237 sh |
| Feb 28, 2026Form 4 | Kupor Jeffrey HSenior Managing DirectorTax withholding · $187K · 7,130 sh |
| Feb 28, 2026Form 4 | Smith Alan LeonardSMD and CHROTax withholding · $105K · 4,014 sh |
| Feb 28, 2026Form 4 | JOHNSTON SHANNON ASMD and CIOOTax withholding · $104K · 3,970 sh |
| Feb 28, 2026Form 4 | Vacheron TerryChief Accounting OfficerTax withholding · $75K · 2,852 sh |
| Feb 28, 2026Form 4 | Schlossberg AndrewPresident and CEO · DirectorAward · Restricted Stock Units · $0 · 189,127 sh |
| Feb 28, 2026Form 4 | Schlossberg AndrewPresident and CEO · DirectorAward · $0 · 178,634 sh |
| Feb 28, 2026Form 4 | Lo Andrew Tak ShingSenior Managing DirectorAward · $0 · 150,267 sh |
| Feb 28, 2026Form 4 | DUKES LAURA ALLISONChief Financial OfficerAward · $0 · 107,152 sh |
| Feb 28, 2026Form 4 | Schlossberg AndrewPresident and CEO · DirectorExercise or conversion · Restricted Stock Units · $0 · 97,664 sh |
| Feb 28, 2026Form 4 | Sharp Douglas JSenior Managing DirectorAward · Restricted Stock Units · $0 · 80,969 sh |
| Feb 28, 2026Form 4 | Lo Andrew Tak ShingSenior Managing DirectorAward · Restricted Stock Units · $0 · 77,370 sh |
| Feb 28, 2026Form 4 | DUKES LAURA ALLISONChief Financial OfficerAward · Restricted Stock Units · $0 · 73,257 sh |
| Feb 28, 2026Form 4 | Lo Andrew Tak ShingSenior Managing DirectorExercise or conversion · Restricted Stock Units · $0 · 66,848 sh |
| Feb 28, 2026Form 4 | Wong TonySenior Managing DirectorAward · Restricted Stock Units · $0 · 66,317 sh |
| Feb 28, 2026Form 4 | Butcher StephanieSenior Managing DirectorAward · Restricted Stock Units · $0 · 66,317 sh |
| Feb 28, 2026Form 4 | Sharp Douglas JSenior Managing DirectorAward · $0 · 46,138 sh |
| Feb 28, 2026Form 4 | DUKES LAURA ALLISONChief Financial OfficerExercise or conversion · Restricted Stock Units · $0 · 44,021 sh |
| Feb 28, 2026Form 4 | JOHNSTON SHANNON ASMD and CIOOAward · Restricted Stock Units · $0 · 37,825 sh |
| Feb 28, 2026Form 4 | Kupor Jeffrey HSenior Managing DirectorAward · Restricted Stock Units · $0 · 35,343 sh |
| Feb 28, 2026Form 4 | Smith Alan LeonardSMD and CHROAward · Restricted Stock Units · $0 · 32,202 sh |
| Feb 28, 2026Form 4 | Wong TonySenior Managing DirectorAward · $0 · 31,955 sh |
| Feb 28, 2026Form 4 | Wong TonySenior Managing DirectorExercise or conversion · Restricted Stock Units · $0 · 31,955 sh |
| Feb 28, 2026Form 4 | Kupor Jeffrey HSenior Managing DirectorAward · $0 · 11,143 sh |
| Feb 28, 2026Form 4 | Kupor Jeffrey HSenior Managing DirectorExercise or conversion · Restricted Stock Units · $0 · 11,143 sh |
| Feb 28, 2026Form 4 | Smith Alan LeonardSMD and CHROAward · $0 · 8,936 sh |
| Feb 28, 2026Form 4 | Smith Alan LeonardSMD and CHROExercise or conversion · Restricted Stock Units · $0 · 8,936 sh |
| Feb 28, 2026Form 4 | JOHNSTON SHANNON ASMD and CIOOAward · $0 · 8,913 sh |
| Feb 28, 2026Form 4 | JOHNSTON SHANNON ASMD and CIOOExercise or conversion · Restricted Stock Units · $0 · 8,913 sh |
| Feb 28, 2026Form 4 | Vacheron TerryChief Accounting OfficerAward · Restricted Stock Units · $0 · 8,187 sh |
| Feb 28, 2026Form 4 | Vacheron TerryChief Accounting OfficerAward · $0 · 4,798 sh |
| Feb 28, 2026Form 4 | Vacheron TerryChief Accounting OfficerExercise or conversion · Restricted Stock Units · $0 · 4,798 sh |
| Feb 6, 2026Form 4 | Wong TonySenior Managing DirectorTax withholding · $1.1M · 40,113 sh |
| Jan 15, 2026Form 4 | Sharp Douglas JSenior Managing DirectorTax withholding · $403K · 13,719 sh |
| Jan 15, 2026Form 4 | Sharp Douglas JSenior Managing DirectorAward · $0 · 29,189 sh |
| Jan 15, 2026Form 4 | Sharp Douglas JSenior Managing DirectorExercise or conversion · Restricted Stock Units · $0 · 29,189 sh |
Reports and proxy statements#
Annual reports (10-K, 20-F, 40-F), quarterly reports (10-Q), current reports (8-K, 6-K) and proxy statements, newest first. An 8-K that furnishes a press release is headed by the release’s headline, its items beneath; any other 8-K is described by its items. A form opens the press release where there is one, else the document on EDGAR, or the filing’s index where it furnishes other exhibits.
2026 · 24 filings
| Filed | What it is |
|---|---|
| Oct 9, 20268-K/A | Regulation FD disclosure |
| Oct 9, 20268-K | Regulation FD disclosure |
| Sep 10, 20268-K | Regulation FD disclosure |
| Aug 31, 20268-K | Invesco Announces Retirement of Andrew Lo and Appointment of Marty Franc as Senior Managing Director and Head of Asia PacificDirectors or officers; compensation; Regulation FD disclosure |
| Aug 11, 20268-K | Regulation FD disclosure |
| Aug 4, 202610-Q | Quarterly report, Q2 2026 — revenue $1.83B (+20% y/y), net income $338.9M, EPS $0.76 |
| Jul 28, 20268-K | Earnings release — EPS $0.71 vs $0.67 est. (+6.0%); revenue $1.83B (+20% y/y) 2.3% |
| Jul 10, 20268-K | Regulation FD disclosure |
| Jun 9, 20268-K | Regulation FD disclosure |
| May 22, 20268-K | Shareholder vote results |
| May 11, 20268-K | Regulation FD disclosure |
| May 5, 202610-Q | Quarterly report, Q1 2026 — revenue $1.74B (+14% y/y), net income $219.1M, EPS $0.51 |
| Apr 28, 20268-K | Earnings release — EPS $0.57 vs $0.58 est. (−1.7%); revenue $1.74B (+14% y/y) 1.5% |
| Apr 10, 20268-K | Regulation FD disclosure |
| Apr 2, 2026ARS | Annual report to shareholders |
| Apr 2, 2026DEFA14A | Additional proxy materials |
| Apr 2, 2026DEF 14A | Proxy statement |
| Mar 16, 2026PRE 14A | Preliminary proxy statement |
| Mar 10, 20268-K | Regulation FD disclosure |
| Feb 24, 202610-K | Annual report, FY2025 — revenue $6.38B (+5% y/y), net income −$174.8M, EPS −$1.60 |
| Feb 23, 20268-K | Other events |
| Feb 10, 20268-K | Regulation FD disclosure |
| Jan 27, 20268-K | Earnings release — EPS $0.62 vs $0.57 est. (+8.8%); revenue $1.69B (+6% y/y) 5.1% |
| Jan 12, 20268-K | Regulation FD disclosure |
2025 · 27 filings
| Filed | What it is |
|---|---|
| Dec 9, 20258-K | Regulation FD disclosure |
| Dec 9, 20258-K | Material definitive agreement |
| Nov 12, 20258-K | Regulation FD disclosure |
| Nov 4, 202510-Q | Quarterly report, Q3 2025 — revenue $1.64B (+8% y/y), net income $356.4M, EPS $0.66 |
| Oct 28, 20258-K | Earnings release — EPS $0.61 vs $0.44 est. (+38.6%); revenue $1.64B (+8% y/y) 2.1% |
| Oct 9, 20258-K | Regulation FD disclosure |
| Sep 9, 20258-K | Regulation FD disclosure |
| Aug 11, 20258-K | Regulation FD disclosure |
| Aug 1, 202510-Q | Quarterly report, Q2 2025 — revenue $1.52B (+2% y/y), net income $197.4M, EPS −$0.03 |
| Jul 22, 20258-K | Earnings release — EPS $0.36 vs $0.41 est. (−12.2%); revenue $1.52B (+2% y/y) 5.2% |
| Jul 10, 20258-K | Regulation FD disclosure |
| Jun 10, 20258-K | Regulation FD disclosure |
| May 27, 20258-K | Shareholder vote results; Regulation FD disclosure |
| May 16, 20258-K | Material definitive agreement; New financial obligation |
| May 12, 20258-K | Regulation FD disclosure |
| Apr 28, 202510-Q | Quarterly report, Q1 2025 — revenue $1.53B (+4% y/y), net income $267.3M, EPS $0.38 |
| Apr 22, 20258-K | Material definitive agreement; Other events |
| Apr 22, 20258-K | Earnings release — EPS $0.44 vs $0.39 est. (+12.8%); revenue $1.53B (+4% y/y) 8.3% |
| Apr 9, 20258-K | Regulation FD disclosure |
| Mar 28, 2025ARS | Annual report to shareholders |
| Mar 28, 2025DEFA14A | Additional proxy materials |
| Mar 28, 2025DEF 14A | Proxy statement |
| Mar 11, 20258-K | Regulation FD disclosure |
| Feb 25, 202510-K | Annual report, FY2024 — revenue $6.07B (+6% y/y), net income $538.0M, EPS $1.18 |
| Feb 11, 20258-K | Regulation FD disclosure |
| Jan 28, 20258-K | Earnings release — EPS $0.52 vs $0.49 est. (+6.1%); revenue $1.59B (+13% y/y) 9.0% |
| Jan 13, 20258-K | Regulation FD disclosure |
2024 · 24 filings
| Filed | What it is |
|---|---|
| Dec 9, 20248-K | Regulation FD disclosure |
| Nov 12, 20248-K | Regulation FD disclosure |
| Oct 29, 202410-Q | Quarterly report, Q3 2024 — revenue $1.52B (+5% y/y), net income $55.0M, EPS $0.12 |
| Oct 22, 20248-K | Earnings release — EPS $0.44 vs $0.44 est.; revenue $1.52B (+5% y/y) 0.1% |
| Oct 9, 20248-K | Regulation FD disclosure |
| Sep 11, 20248-K | Regulation FD disclosure |
| Aug 12, 20248-K | Regulation FD disclosure |
| Jul 31, 202410-Q | Quarterly report, Q2 2024 — revenue $1.48B (+3% y/y), net income $132.2M, EPS $0.29 |
| Jul 23, 20248-K | Earnings release — EPS $0.43 vs $0.40 est. (+7.5%); revenue $1.48B (+3% y/y) 1.9% |
| Jul 10, 20248-K | Regulation FD disclosure |
| Jun 11, 20248-K | Regulation FD disclosure |
| May 28, 20248-K | Directors or officers; compensation; Shareholder vote results |
| May 9, 20248-K | Regulation FD disclosure |
| May 1, 202410-Q | Quarterly report, Q1 2024 — revenue $1.48B (+4% y/y), net income $141.5M, EPS $0.31 |
| Apr 23, 20248-K | Earnings release — EPS $0.33 vs $0.40 est. (−17.5%); revenue $1.48B (+4% y/y) 6.4% |
| Apr 9, 20248-K | Regulation FD disclosure |
| Mar 28, 2024ARS | Annual report to shareholders |
| Mar 28, 2024DEFA14A | Additional proxy materials |
| Mar 28, 2024DEF 14A | Proxy statement |
| Mar 12, 20248-K | Regulation FD disclosure |
| Feb 21, 202410-K | Annual report, FY2023 — revenue $5.72B (−5% y/y), net income −$333.7M, EPS −$0.73 |
| Feb 13, 20248-K | Regulation FD disclosure |
| Jan 23, 20248-K | Earnings release — EPS $0.47 vs $0.39 est. (+20.5%); revenue $1.41B (−2% y/y) 8.3% |
| Jan 11, 20248-K | Regulation FD disclosure |
2023 · 28 filings — 20 × 8-K, 3 × 10-Q, 1 × 10-K and 4 other forms
| Filed | What it is |
|---|---|
| Oct 31, 202310-Q | Quarterly report, Q3 2023 — revenue $1.44B (−0% y/y), net income $131.4M, EPS $0.29 |
| Aug 2, 202310-Q | Quarterly report, Q2 2023 — revenue $1.44B (−6% y/y), net income $132.2M, EPS $0.29 |
| May 3, 202310-Q | Quarterly report, Q1 2023 — revenue $1.42B (−13% y/y), net income $145.0M, EPS $0.32 |
| Mar 31, 2023ARS | Annual report to shareholders |
| Mar 31, 2023DEFA14A | Additional proxy materials |
| Mar 31, 2023DEF 14A | Proxy statement |
| Mar 15, 2023PRE 14A | Preliminary proxy statement |
| Feb 23, 202310-K | Annual report, FY2022 — revenue $6.05B (−12% y/y), net income $683.9M, EPS $1.49 |
20 current reports (8-K) not listed; the year is on EDGAR.
2022 · 27 filings — 19 × 8-K, 3 × 10-Q, 2 × DEFA14A and 3 other forms
| Filed | What it is |
|---|---|
| Nov 2, 202210-Q | Quarterly report, Q3 2022 — revenue $1.45B (−17% y/y), net income $177.4M, EPS $0.39 |
| Aug 3, 202210-Q | Quarterly report, Q2 2022 — revenue $1.53B (−11% y/y), net income $121.0M, EPS $0.26 |
| Apr 29, 202210-Q | Quarterly report, Q1 2022 — revenue $1.63B (−2% y/y), net income $197.7M, EPS $0.43 |
| Apr 25, 2022DEFA14A | Additional proxy materials |
| Mar 25, 2022DEFA14A | Additional proxy materials |
| Mar 25, 2022DEF 14A | Proxy statement |
| Feb 18, 202210-K | Annual report, FY2021 — revenue $6.89B (+12% y/y), net income $1.39B, EPS $2.99 |
20 current reports (8-K) not listed; the year is on EDGAR.
2021 · 27 filings — 20 × 8-K, 3 × 10-Q, 2 × DEFA14A and 2 other forms
| Filed | What it is |
|---|---|
| Oct 29, 202110-Q | Quarterly report, Q3 2021 — revenue $1.75B (+17% y/y), net income $330.1M, EPS $0.71 |
| Jul 30, 202110-Q | Quarterly report, Q2 2021 — revenue $1.72B (+21% y/y), net income $368.3M, EPS $0.79 |
| May 4, 2021DEFA14A | Additional proxy materials |
| Apr 30, 202110-Q | Quarterly report, Q1 2021 — revenue $1.66B (+4% y/y), net income $267.8M, EPS $0.58 |
| Mar 26, 2021DEFA14A | Additional proxy materials |
| Mar 26, 2021DEF 14A | Proxy statement |
| Feb 19, 202110-K | Annual report, FY2020 — revenue $6.15B (+0% y/y), net income $524.8M, EPS $1.13 |
20 current reports (8-K) not listed; the year is on EDGAR.
2020 · 30 filings — 23 × 8-K, 3 × 10-Q, 2 × DEFA14A and 2 other forms
| Filed | What it is |
|---|---|
| Oct 30, 202010-Q | Quarterly report, Q3 2020 — revenue $1.50B (−13% y/y), net income $191.7M, EPS $0.41 |
| Jul 31, 202010-Q | Quarterly report, Q2 2020 — revenue $1.42B (−1% y/y), net income $40.5M, EPS $0.09 |
| Apr 24, 2020DEFA14A | Additional proxy materials |
| Apr 23, 202010-Q | Quarterly report, Q1 2020 — revenue $1.60B (+32% y/y), net income $81.5M, EPS $0.18 |
| Mar 25, 2020DEFA14A | Additional proxy materials |
| Mar 25, 2020DEF 14A | Proxy statement |
| Mar 2, 202010-K | Annual report, FY2019 — revenue $6.12B (+15% y/y), net income $564.7M, EPS $1.28 |
23 current reports (8-K) not listed; the year is on EDGAR.
2019 · 27 filings — 18 × 8-K, 3 × 10-Q, 2 × 8-K/A and 4 other forms
| Filed | What it is |
|---|---|
| Oct 23, 201910-Q | Quarterly report, Q3 2019 — revenue $1.72B (+28% y/y), net income $167.1M, EPS $0.36 |
| Jul 25, 201910-Q | Quarterly report, Q2 2019 — revenue $1.44B (+6% y/y), net income $40.1M, EPS $0.09 |
| Apr 25, 201910-Q | Quarterly report, Q1 2019 — revenue $1.21B (−10% y/y), net income $177.7M, EPS $0.44 |
| Mar 25, 2019DEFA14A | Additional proxy materials |
| Mar 25, 2019DEF 14A | Proxy statement |
| Mar 6, 2019PRE 14A | Preliminary proxy statement |
| Feb 22, 201910-K | Annual report, FY2018 — revenue $5.31B (+3% y/y), net income $882.8M, EPS $2.14 |
20 current reports (8-K) not listed; the year is on EDGAR.
2018 · 31 filings — 23 × 8-K, 3 × 10-Q, 2 × DEFA14A and 3 other forms
| Filed | What it is |
|---|---|
| Oct 24, 201810-Q | Quarterly report, Q3 2018 — revenue $1.34B (+0% y/y), net income $269.6M, EPS $0.65 |
| Jul 26, 201810-Q | Quarterly report, Q2 2018 — revenue $1.36B (+8% y/y), net income $245.1M, EPS $0.59 |
| May 11, 2018PX14A6G | Shareholder exempt solicitation |
| May 2, 2018DEFA14A | Additional proxy materials |
| Apr 26, 201810-Q | Quarterly report, Q1 2018 — revenue $1.36B (+14% y/y), net income $253.9M, EPS $0.62 |
| Mar 27, 2018DEFA14A | Additional proxy materials |
| Mar 27, 2018DEF 14A | Proxy statement |
| Feb 23, 201810-K | Annual report, FY2017 — revenue $5.16B (+9% y/y), net income $1.13B, EPS $2.75 |
23 current reports (8-K) not listed; the year is on EDGAR.
2017 · 31 filings — 23 × 8-K, 3 × 10-Q, 2 × DEFA14A and 3 other forms
| Filed | What it is |
|---|---|
| Oct 26, 201710-Q | Quarterly report, Q3 2017 — revenue $1.34B (+11% y/y), net income $267.5M, EPS $0.65 |
| Jul 27, 201710-Q | Quarterly report, Q2 2017 — revenue $1.25B (+5% y/y), net income $239.6M, EPS $0.58 |
| May 3, 2017DEFA14A | Additional proxy materials |
| Apr 27, 201710-Q | Quarterly report, Q1 2017 — revenue $1.19B (+4% y/y), net income $212.0M, EPS $0.52 |
| Mar 24, 2017DEFA14A | Additional proxy materials |
| Mar 24, 2017DEF 14A | Proxy statement |
| Mar 3, 2017PRE 14A | Preliminary proxy statement |
| Feb 23, 201710-K | Annual report, FY2016 — revenue $4.73B (−8% y/y), net income $854.2M, EPS $2.06 |
23 current reports (8-K) not listed; the year is on EDGAR.
2016 · 26 filings — 19 × 8-K, 3 × 10-Q, 2 × DEFA14A and 2 other forms
Counted, not listed; the year is on EDGAR.
2015 · 30 filings — 21 × 8-K, 3 × 10-Q, 3 × DEFA14A and 3 other forms
Counted, not listed; the year is on EDGAR.
2014 · 29 filings — 19 × 8-K, 3 × 10-Q, 2 × DEFA14A and 5 other forms
Counted, not listed; the year is on EDGAR.
2013 · 34 filings — 27 × 8-K, 3 × 10-Q, 2 × DEFA14A and 2 other forms
Counted, not listed; the year is on EDGAR.
2012 · 29 filings — 19 × 8-K, 3 × 10-Q, 2 × 10-Q/A and 4 other forms
Counted, not listed; the year is on EDGAR.
2011 · 30 filings — 23 × 8-K, 3 × 10-Q, 1 × 10-K and 3 other forms
Counted, not listed; the year is on EDGAR.
2010 · 28 filings — 22 × 8-K, 3 × 10-Q, 1 × 10-K and 2 other forms
Counted, not listed; the year is on EDGAR.
2009 · 28 filings — 22 × 8-K, 3 × 10-Q, 1 × 10-K and 2 other forms
Counted, not listed; the year is on EDGAR.
2008 · 32 filings — 21 × 8-K, 4 × DEFA14A, 3 × 10-Q and 3 other forms
Counted, not listed; the year is on EDGAR.
2007 · 82 filings — 69 × 6-K, 7 × 8-K, 2 × DEFA14A and 4 other forms
Counted, not listed; the year is on EDGAR.
2006 · 106 filings — 105 × 6-K, 1 × 20-F
Counted, not listed; the year is on EDGAR.
2005 · 176 filings — 175 × 6-K, 1 × 20-F
Counted, not listed; the year is on EDGAR.
2004 · 236 filings — 235 × 6-K, 1 × 20-F
Counted, not listed; the year is on EDGAR.
2003 · 200 filings — 199 × 6-K, 1 × 20-F
Counted, not listed; the year is on EDGAR.
2002 · 216 filings — 215 × 6-K, 1 × 20-F
Counted, not listed; the year is on EDGAR.
2001 · 258 filings — 257 × 6-K, 1 × 20-F
Counted, not listed; the year is on EDGAR.
2000 · 266 filings — 265 × 6-K, 1 × 20-F
Counted, not listed; the year is on EDGAR.
1999 · 66 filings — 65 × 6-K, 1 × 20-F
Counted, not listed; the year is on EDGAR.
Insider, ownership and other filings#
Insider ownership (Forms 3, 4, 5 and 144), beneficial ownership (Schedules 13D and 13G), registration and prospectus (S-1, S-3, S-8, 424B and related) and the rest, counted by year, with the newest 25 of each of the latest 3 years shown. A Form 4 is one insider’s transaction report; a 13G is a passive holder above five percent.
2026 · 178 filings — 68 × SCHEDULE 13G/A, 51 × 4, 48 × SCHEDULE 13G and 4 other forms
| Filed | What it is |
|---|---|
| Oct 20, 20264 | Insider transaction (Form 4) |
| Oct 2, 20264 | Insider transaction (Form 4) |
| Sep 14, 20264 | Insider transaction (Form 4) |
| Sep 11, 2026144 | Notice of proposed sale (Form 144) |
| Sep 10, 20264 | Insider transaction (Form 4) |
| Sep 10, 20264 | Insider transaction (Form 4) |
| Sep 9, 2026144 | Notice of proposed sale (Form 144) |
| Sep 9, 2026144 | Notice of proposed sale (Form 144) |
| Sep 9, 20264 | Insider transaction (Form 4) |
| Sep 8, 2026144 | Notice of proposed sale (Form 144) |
| Sep 8, 2026144 | Notice of proposed sale (Form 144) |
| Sep 2, 20264 | Insider transaction (Form 4) |
| Sep 2, 20264 | Insider transaction (Form 4) |
| Sep 2, 20264 | Insider transaction (Form 4) |
| Sep 2, 20264 | Insider transaction (Form 4) |
| Aug 14, 202613F-HR | Other filings |
| Aug 13, 2026SCHEDULE 13G | Other filings |
| Aug 13, 2026SCHEDULE 13G/A | Other filings |
| Aug 13, 2026SCHEDULE 13G | Other filings |
| Aug 13, 2026SCHEDULE 13G/A | Other filings |
| Aug 13, 2026SCHEDULE 13G | Other filings |
| Aug 13, 2026SCHEDULE 13G/A | Other filings |
| Aug 13, 2026SCHEDULE 13G | Other filings |
| Aug 13, 2026SCHEDULE 13G/A | Other filings |
| Aug 13, 2026SCHEDULE 13G/A | Other filings |
The newest 25 of 178 shown; the full year is on EDGAR.
2025 · 164 filings — 65 × SCHEDULE 13G/A, 51 × 4, 35 × SCHEDULE 13G and 9 other forms
| Filed | What it is |
|---|---|
| Dec 12, 20254 | Insider transaction (Form 4) |
| Dec 5, 2025SCHEDULE 13G | Other filings |
| Dec 5, 2025SCHEDULE 13G/A | Other filings |
| Dec 2, 20254 | Insider transaction (Form 4) |
| Dec 2, 20254 | Insider transaction (Form 4) |
| Nov 13, 202513F-HR | Other filings |
| Nov 6, 2025SCHEDULE 13G/A | Other filings |
| Nov 6, 2025SCHEDULE 13G/A | Other filings |
| Nov 6, 2025SCHEDULE 13G/A | Other filings |
| Nov 6, 2025SCHEDULE 13G/A | Other filings |
| Nov 6, 2025SCHEDULE 13G/A | Other filings |
| Nov 6, 2025SCHEDULE 13G/A | Other filings |
| Nov 6, 2025SCHEDULE 13G/A | Other filings |
| Nov 6, 2025SCHEDULE 13G/A | Other filings |
| Nov 6, 2025SCHEDULE 13G/A | Other filings |
| Nov 6, 2025SCHEDULE 13G/A | Other filings |
| Nov 6, 2025SCHEDULE 13G/A | Other filings |
| Nov 6, 2025SCHEDULE 13G/A | Other filings |
| Nov 6, 2025SCHEDULE 13G/A | Other filings |
| Nov 6, 2025SCHEDULE 13G/A | Other filings |
| Nov 6, 2025SCHEDULE 13G/A | Other filings |
| Nov 6, 2025SCHEDULE 13G/A | Other filings |
| Nov 6, 2025SCHEDULE 13G | Other filings |
| Nov 6, 2025SCHEDULE 13G | Other filings |
| Nov 6, 2025SCHEDULE 13G | Other filings |
The newest 25 of 164 shown; the full year is on EDGAR.
2024 · 201 filings — 113 × SC 13G/A, 40 × 4, 34 × SC 13G and 8 other forms
| Filed | What it is |
|---|---|
| Dec 3, 20244 | Insider transaction (Form 4) |
| Dec 3, 20244 | Insider transaction (Form 4) |
| Nov 12, 202413F-HR | Other filings |
| Nov 12, 2024SC 13G/A | Passive holder above 5% (Schedule 13G), amended |
| Nov 8, 2024SC 13G | Passive holder above 5% (Schedule 13G) |
| Nov 8, 2024SC 13G | Passive holder above 5% (Schedule 13G) |
| Nov 8, 2024SC 13G | Passive holder above 5% (Schedule 13G) |
| Nov 8, 2024SC 13G | Passive holder above 5% (Schedule 13G) |
| Nov 8, 2024SC 13G | Passive holder above 5% (Schedule 13G) |
| Nov 8, 2024SC 13G | Passive holder above 5% (Schedule 13G) |
| Nov 8, 2024SC 13G | Passive holder above 5% (Schedule 13G) |
| Nov 8, 2024SC 13G | Passive holder above 5% (Schedule 13G) |
| Nov 8, 2024SC 13G | Passive holder above 5% (Schedule 13G) |
| Nov 8, 2024SC 13G | Passive holder above 5% (Schedule 13G) |
| Nov 7, 2024SC 13G/A | Passive holder above 5% (Schedule 13G), amended |
| Nov 7, 2024SC 13G/A | Passive holder above 5% (Schedule 13G), amended |
| Nov 7, 2024SC 13G | Passive holder above 5% (Schedule 13G) |
| Nov 7, 2024SC 13G | Passive holder above 5% (Schedule 13G) |
| Nov 7, 2024SC 13G | Passive holder above 5% (Schedule 13G) |
| Nov 7, 2024SC 13G/A | Passive holder above 5% (Schedule 13G), amended |
| Nov 7, 2024SC 13G/A | Passive holder above 5% (Schedule 13G), amended |
| Nov 7, 2024SC 13G/A | Passive holder above 5% (Schedule 13G), amended |
| Nov 7, 2024SC 13G/A | Passive holder above 5% (Schedule 13G), amended |
| Nov 7, 2024SC 13G/A | Passive holder above 5% (Schedule 13G), amended |
| Nov 7, 2024SC 13G/A | Passive holder above 5% (Schedule 13G), amended |
The newest 25 of 201 shown; the full year is on EDGAR.
2023 · 192 filings — 105 × SC 13G/A, 38 × 4, 29 × SC 13G and 8 other forms
Counted, not listed; the year is on EDGAR.
2022 · 182 filings — 106 × SC 13G/A, 35 × 4, 24 × SC 13G and 8 other forms
Counted, not listed; the year is on EDGAR.
2021 · 210 filings — 88 × SC 13G/A, 61 × 4, 45 × SC 13G and 8 other forms
Counted, not listed; the year is on EDGAR.
2020 · 191 filings — 97 × SC 13G/A, 53 × 4, 26 × SC 13G and 7 other forms
Counted, not listed; the year is on EDGAR.
2019 · 217 filings — 95 × SC 13G/A, 61 × 4, 36 × SC 13G and 11 other forms
Counted, not listed; the year is on EDGAR.
2018 · 184 filings — 99 × SC 13G/A, 55 × 4, 14 × SC 13G and 8 other forms
Counted, not listed; the year is on EDGAR.
2017 · 206 filings — 123 × SC 13G/A, 54 × 4, 19 × SC 13G and 4 other forms
Counted, not listed; the year is on EDGAR.
2016 · 246 filings — 135 × SC 13G/A, 54 × 4, 44 × SC 13G and 7 other forms
Counted, not listed; the year is on EDGAR.
2015 · 203 filings — 119 × SC 13G/A, 49 × 4, 24 × SC 13G and 7 other forms
Counted, not listed; the year is on EDGAR.
2014 · 205 filings — 97 × SC 13G/A, 68 × 4, 33 × SC 13G and 4 other forms
Counted, not listed; the year is on EDGAR.
2013 · 250 filings — 108 × SC 13G/A, 83 × 4, 34 × SC 13G and 11 other forms
Counted, not listed; the year is on EDGAR.
2012 · 241 filings — 113 × SC 13G/A, 65 × 4, 39 × SC 13G and 8 other forms
Counted, not listed; the year is on EDGAR.
2011 · 200 filings — 66 × SC 13G/A, 57 × 4, 57 × SC 13G and 9 other forms
Counted, not listed; the year is on EDGAR.
2010 · 170 filings — 71 × SC 13G/A, 49 × 4, 27 × SC 13G and 11 other forms
Counted, not listed; the year is on EDGAR.
2009 · 208 filings — 79 × SC 13G/A, 58 × 4, 30 × SC 13G and 16 other forms
Counted, not listed; the year is on EDGAR.
2008 · 210 filings — 82 × SC 13G/A, 59 × 4, 33 × SC 13G and 9 other forms
Counted, not listed; the year is on EDGAR.
2007 · 167 filings — 66 × SC 13G/A, 45 × SC 13G, 18 × 3 and 13 other forms
Counted, not listed; the year is on EDGAR.
2006 · 90 filings — 59 × SC 13G/A, 23 × SC 13G, 4 × 13F-HR and 4 other forms
Counted, not listed; the year is on EDGAR.
2005 · 100 filings — 59 × SC 13G, 28 × SC 13G/A, 5 × 13F-HR/A and 4 other forms
Counted, not listed; the year is on EDGAR.
2004 · 2 filings — 1 × 11-K, 1 × REGDEX
Counted, not listed; the year is on EDGAR.
2003 · 6 filings — 2 × S-8 POS, 1 × 11-K, 1 × 424B3 and 2 other forms
Counted, not listed; the year is on EDGAR.
2002 · 8 filings — 2 × F-4/A, 1 × 11-K, 1 × 424B3 and 4 other forms
Counted, not listed; the year is on EDGAR.
2001 · 1 filing — 1 × 11-K
Counted, not listed; the year is on EDGAR.
1994 · 1 filing — 1 × SC 13D/A
Counted, not listed; the year is on EDGAR.
About this data#
Invesco Ltd (IVZ) has 6,381 filings on EDGAR going back to 1994: 29 annual reports, 60 quarterly reports and 1,992 current reports, plus proxy statements, insider forms and ownership schedules. Its latest annual report, a 10-K, was filed on Feb 24, 2026 for the fiscal year ended Dec 31, 2025. The most recent 8-K, on Oct 9, 2026, covered regulation fd disclosure. Over the last 13 months insiders sold $7.2M in 5 sales and bought nothing on the open market; 68 other transactions (awards, exercises, tax withholding, gifts and plan purchases). Not investment advice.
Every row is a filing EDGAR lists for the registrants that have been Invesco Ltd, read from the SEC’s submissions index each morning; a filing accepted after that read appears the next day. Where a company changed its filing entity (a holding-company reorganisation, Google into Alphabet) the predecessor’s filings are shown for the years it filed as the company, derived from the filings themselves. Dates are the filing date; the period is the report’s own. The latest 3 years of reports are listed in full, the next years to 10 without their 8-Ks, and older years are counted; the other forms are counted too, with the newest 25 of each of the latest 3 years shown. Insider transactions are the Form 4 and Form 5 documents themselves, filed since January 2026, every number as the insider filed it: a day’s lots are summed, a blank price adds its shares and no dollars, and a purchase through an employee stock plan is a plan purchase, not insider buying. An 8-K’s headline is the first line of the press release it furnishes (Exhibit 99), read from the filing and shown word for word; where two independent readings of the exhibit do not agree, the 8-K is described by its items instead. The documents stay on sec.gov, public domain, and every link opens the SEC’s copy. ChartRow does not summarise or interpret filings.
FAQ#
- Where can I read IVZ's latest 10-K?
- IVZ's latest annual report, a 10-K, was filed on Feb 24, 2026 for the fiscal year ended Dec 31, 2025. It is linked above and opens on EDGAR, the SEC's own site, where every exhibit is also listed.
- When did IVZ last file an 8-K?
- On Oct 9, 2026 it covered regulation fd disclosure. An 8-K reports a material event between quarterly reports; the one that furnishes the quarter's results is filed under Item 2.02, last on Jul 28, 2026.
- Are IVZ insiders buying or selling?
- Over the last 13 months insiders sold $7.2M in 5 sales and bought nothing on the open market; 68 other transactions (awards, exercises, tax withholding, gifts and plan purchases). The most recent sale: WOOD PHOEBE A (Director) sold 3,000 shares on Sep 11, 2026 for $97K. Every figure is as the insider filed it on Form 4; a sale under a 10b5-1 plan was scheduled in advance.
- How many SEC filings has IVZ made?
- 6,381 filings are on EDGAR under the registrant records that have been Invesco Ltd, going back to 1994; 1,190 of them are insider ownership forms (Forms 3, 4, 5 and 144).
