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Vanguard Capital Management (NYSE: IVZ) reports 31.7M Invesco stake

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

Invesco Ltd reported that Vanguard Capital Management beneficially owned 31,740,914 shares of common stock, representing 7.15% of the class. The filing states Vanguard has sole voting power for 3,775,851 shares and sole dispositive power for 31,740,914 shares. The Schedule 13G is signed by Ashley Grim on 04/30/2026.

Positive

  • None.

Negative

  • None.

Insights

Vanguard holds a 7.15% passive stake in Invesco, with full dispositive control.

Vanguard Capital Management reports beneficial ownership of 31,740,914 shares of Invesco common stock and discloses sole dispositive power over those shares. The filing follows Schedule 13G reporting conventions for large passive holders.

Ownership shows potential voting influence via the 3,775,851 shares where Vanguard reports sole voting power. Future filings could show changes; timing and any active intentions are not stated in the excerpt.

Shares beneficially owned 31,740,914 shares Schedule 13G disclosure
Percent of class 7.15% Percent of Invesco common stock reported
Sole voting power 3,775,851 shares Shares with sole power to vote
Sole dispositive power 31,740,914 shares Shares with sole power to dispose
Signed date 04/30/2026 Signature date on Schedule 13G
Schedule 13G regulatory
"Schedule 13G reporting conventions for large passive holders"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
beneficially owned financial
"reflects the securities beneficially owned, or deemed to be beneficially owned"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole dispositive power regulatory
"Sole power to dispose or to direct the disposition of: 31740914"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
Investment Company Act of 1940 regulatory
"investment companies registered under the Investment Company Act of 1940"
A U.S. federal law that sets the rulebook for pooled investment vehicles such as mutual funds, exchange-traded funds and similar money managers, requiring them to register with regulators, disclose holdings and fees, limit conflicts of interest, and follow governance standards. It matters to investors because these protections and transparency rules act like a referee and scoreboard, helping people compare funds, trust that managers follow fair practices, and spot hidden costs or risks.





G491BT108

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G




Comment for Type of Reporting Person: In accordance with SEC Release No. 34-39538 (January 12, 1998), this Schedule 13G reflects the securities beneficially owned, or deemed to be beneficially owned, by Vanguard Capital Management LLC and the following affiliates of Vanguard Capital Management LLC or business divisions of such affiliates: Vanguard Asset Management Limited, Vanguard Fiduciary Trust Company, Vanguard Global Advisers, LLC and Vanguard Investments Australia Ltd. This Schedule 13G includes securities held by Vanguard funds, or sleeves thereof, over which Vanguard Capital Management LLC exercises dispositive power, in addition to securities held by clients over which the affiliates or business divisions of such affiliates indicated above exercise dispositive and/or voting power. This Schedule 13G does not include securities, if any, beneficially owned by other subsidiaries or affiliates of Vanguard Capital Management LLC, or business divisions of such subsidiaries, whose ownership of securities is disaggregated from that of the reporting business unit in accordance with such release.


SCHEDULE 13G



Vanguard Capital Management
Signature:Ashley Grim
Name/Title:Head of Global Fund Administration
Date:04/30/2026

FAQ

What stake does Vanguard Capital Management report in Invesco (IVZ)?

Vanguard reports 31,740,914 shares, or 7.15% of Invesco's common stock. The filing lists sole dispositive power over all 31,740,914 shares and sole voting power for 3,775,851 shares.

Does Vanguard have voting control over all the shares it holds in IVZ?

No — Vanguard reports sole voting power for 3,775,851 shares. The filing shows sole dispositive power for 31,740,914 shares while shared voting power is listed as 0.

When was the Schedule 13G for Vanguard's position in IVZ signed?

The Schedule 13G is signed by Ashley Grim on 04/30/2026. The ownership amounts reported are shown as part of the Schedule 13G disclosure filed for Invesco Ltd common stock.

Is Vanguard reporting this stake as holding on behalf of funds or clients?

Yes — the filing states holdings include securities held by Vanguard funds and managed accounts. It explains the holdings reflect assets managed by Vanguard Capital Management LLC and certain affiliates.

What is the CUSIP for Invesco common stock in this filing?

The filing lists CUSIP G491BT108 for Invesco Ltd common stock. That identifier appears on the Schedule 13G cover information included in the excerpt.