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Invesco Ltd. (NYSE: XPO) files 13G/A showing 4.83M-share stake

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
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

  • None.

Negative

  • None.
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
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.





983793100

(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





SCHEDULE 13G



Invesco Ltd.
Signature:Robert R. Leveille
Name/Title:Global Head of Compliance
Date:05/06/2026

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.

How many XPO shares does Invesco have voting power over?

Invesco reports sole voting power over 4,757,521 shares of XPO. The filing shows no shared voting power and sole dispositive power over 4,831,614 shares.

Which entities within Invesco are identified as holders of the XPO shares?

The filing names adviser subsidiaries including Invesco Advisers, Inc., Invesco Asset Management Limited, Invesco Investment Advisers LLC, and others. These subsidiaries are listed as the relevant adviser entities.

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.