SCHEDULE: Millennium Entities Update Invesco Ltd. Ownership

Millennium Management and related entities filed an amended Schedule 13G, disclosing their beneficial ownership in Invesco Ltd. as of December 31, 2025.

Summary

• Integrated Core Strategies (US) LLC reported beneficial ownership of 19,759,432 shares of Invesco Ltd. Common Stock, representing 4.4% of the class.
• Millennium Management LLC, Millennium Group Management LLC, and Israel A. Englander each reported beneficial ownership of 21,848,486 shares of Invesco Ltd. Common Stock, representing 4.9% of the class.
• All reporting persons indicated shared voting and shared dispositive power over their respective reported shares, with no sole voting or sole dispositive power.
• The securities were certified as not acquired or held for the purpose of changing or influencing control of Invesco Ltd., nor in connection with any transaction having such purpose or effect, other than activities solely related to a nomination under Rule 14a-11.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a routine disclosure of beneficial ownership by institutional investors, providing transparency without indicating a significant positive or negative shift for Invesco Ltd.

Positives

• The filing confirms that the reporting persons do not intend to change or influence control of Invesco Ltd., which suggests stability for the issuer's current management and strategic direction.

Future Outlook

No forward-looking statements or guidance regarding Invesco Ltd.'s operations or financial performance were provided in this filing.

Management Comments

• The reporting persons certified that the securities were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of Invesco Ltd., nor in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under Rule 14a-11.

Industry Context

StockSavvy.ai notes that institutional filings like this provide transparency into significant ownership stakes within the asset management industry. While this is a routine amendment, it offers insight into the continued passive investment by major hedge funds in established financial services companies like Invesco Ltd.

Stakeholder Impact

• Shareholders of Invesco Ltd. gain transparency regarding the significant, albeit passive, ownership stakes held by Millennium Management and its affiliates.

Key Dates

Keywords

Invesco, Millennium Management, Schedule 13G, beneficial ownership, institutional investor, asset management, common stock