Invesco Ltd. (NYSE: XPO) files 13G/A showing 4.83M-share stake
Filing Impact
Filing Sentiment
Form Type
SCHEDULE 13G/A
Rhea-AI Filing Summary
Invesco Ltd. filed an amendment on Schedule 13G/A reporting beneficial ownership of 4,831,614 shares of XPO Inc. representing 4.1% of the class as of the filing. The filing lists 4,757,521 shares with sole voting power and identifies multiple Invesco adviser subsidiaries as holders.
The document is signed by Robert R. Leveille, Global Head of Compliance, and updates prior disclosures under the parent holding company reporting framework.
Positive
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Negative
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Key Figures
Beneficial ownership: 4,831,614 shares
Percent of class: 4.1%
Sole voting power: 4,757,521 shares
+2 more
5 metrics
Beneficial ownership
4,831,614 shares
Amount beneficially owned reported on Schedule 13G/A
Percent of class
4.1%
Percent of XPO common stock beneficially owned
Sole voting power
4,757,521 shares
Shares with sole power to vote or to direct the vote
Sole dispositive power
4,831,614 shares
Shares with sole power to dispose or to direct disposition
CUSIP
983793100
XPO Inc Common Stock CUSIP on the filing
Key Terms
beneficially own, sole power to vote, parent holding company, Schedule 13G/A
4 terms
beneficially own regulatory
"may be deemed to beneficially own 4,831,614 shares of the Issuer"
Beneficially own means having the economic rights and risks of a security—such as the right to receive dividends, sell the shares, or profit from price changes—whether or not your name appears on the official share register. Think of it like renting a car: you use it and reap the benefits even if the title lists someone else. Investors care because beneficial ownership determines who truly controls value, must be disclosed under securities rules, and can signal potential influence or trading activity that affects a stock’s price.
sole power to vote regulatory
"Sole power to vote or to direct the vote: 4,757,521"
parent holding company regulatory
"Invesco Ltd., in its capacity as a parent holding company to its investment advisers"
Schedule 13G/A regulatory
"Item 1. Name of issuer: XPO Inc ... Schedule 13G/A amendment"
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.
FAQ
What stake does Invesco Ltd. report in XPO (XPO)?
Invesco Ltd. reports beneficial ownership of 4,831,614 shares in XPO, equal to 4.1% of the class. The shares are held of record by clients of Invesco and reported under parent holding company disclosures.
Does Invesco claim economic ownership exceeding 5% of XPO?
No. The filing states no single shareholder of the relevant funds has greater than 5% economic ownership, and the reported beneficial ownership is 4.1% of the class.
Who signed the Schedule 13G/A amendment for Invesco Ltd.?
The amendment is signed by Robert R. Leveille, Global Head of Compliance. The signature block shows the date 05/06/2026 on the filing.