Invesco
Invesco Ltd. (NYSE: IVZ) is an independent global investment management firm that manages active, passive and alternative strategies across equity, fixed income, balanced, money market and other asset classes. It serves retail investors and institutional clients, including companies, public entities, pension funds,… From the company’s description.
In fiscal 2025, Invesco reported revenue of $6.38B, up 5.1% from fiscal 2024, and a net loss of $174.80M. Its pre-tax margin was −10.9%. Over the twelve months to Jun 30, 2026, revenue was $6.90B.
Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.
What Invesco does
In the company’s own words
Invesco Ltd. (NYSE: IVZ) is an independent global investment management firm that manages active, passive and alternative strategies across equity, fixed income, balanced, money market and other asset classes. It serves retail investors and institutional clients, including companies, public entities, pension funds, endowments, foundations, financial institutions, insurers and sovereign wealth funds. Its products are distributed through financial intermediaries, wealth platforms and regional sales teams, and include mutual funds, exchange-traded funds, separately managed accounts and private market strategies. Invesco operates as an integrated global investment manager, with retail and institutional distribution channels rather than reportable business segments described in the provided business overview. At December 31, 2025, it managed approximately $2.17 trillion in assets, including $1.52 trillion in retail assets and $654.2 billion in institutional assets, and had 7,499 employees across more than 20 countries. Its investment capabilities include ETFs and index products, fundamental equity and fixed-income strategies, private markets, global liquidity and multi-asset solutions; its China joint venture, Invesco Great Wall, managed approximately $132.5 billion at year-end. Its website is www.invesco.com/corporate.
Company details
- Sector
- Financials
- Industry (SIC)
- Banks & Brokers
- Headquarters
- ATLANTA, GA
- Fiscal year end
- December
- CIK
- 914208
- SIC
- 6282
Financial performance, year by year
Fiscal 2013–2025 · USDThe full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.
Who owns Invesco — and what changed
Funds as of 2026Q2 · superinvestors as of 2026-06-30
Superinvestors in Invesco · what they did last quarter
Share of each manager’s reported 13F portfolio. Change is in shares held, since the previous quarter.
Largest fund holders · Invesco’s weight in each
Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.
Could not be determined for this company: bond issues.
Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.
Recent filings
All filings →Each filing opens into its own statements and disclosures here.
Put this business in context.
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