Business Context and Reporting Period
This filing is a Form 13F-HR submitted by Invesco Ltd., an institutional investment manager, for the quarter ended March 31, 2026. The report was signed on May 12, 2026, by Robert R. Leveille, Global Head of Compliance. The filing covers the holdings of Invesco Ltd. and includes 13 other affiliated managers, such as Invesco Advisers, Inc. and Invesco Canada Ltd.
Key Financial Metrics
As a Form 13F filing, this document reports equity holdings rather than the company's own financial performance (revenue, profit, or cash flow). The following metrics reflect the assets under management reported in this specific filing:
- Total Value of Reported Holdings: $653,293,863,857
- Total Number of Holdings Entries: 23,552
- Number of Included Managers: 13 (in addition to the primary filer)
Note: The filing text does not provide data on Invesco Ltd.'s corporate revenue, profit margins, debt levels, or liquidity positions.
Material Changes
The filing text does not provide comparative data for the prior period (e.g., December 31, 2025) to calculate material changes in holdings value or composition. Consequently, no analysis of quarter-over-quarter changes can be derived from this document alone.
Guidance, Outlook, and Risks
This document is a regulatory disclosure of equity holdings and does not contain management commentary, forward-looking guidance, risk factors, or details on contingencies. The filing includes a standard disclaimer stating that the SEC has not reviewed the information for accuracy or completeness.
Investor Verification Checklist
- Verify the total reported value of $653.3 billion against Invesco's total Assets Under Management (AUM) reported in their 10-Q or 10-K to understand the scope of this filing.
- Confirm the list of 13 included managers to ensure all relevant subsidiaries are accounted for in the aggregate figure.
- Review the detailed Schedule 13F (not included in this summary text) to analyze specific sector allocations and top 10 holdings.
- Check for any subsequent amendments to this filing, as the initial submission may be updated.