Invesco Ltd.
Position in EDU — New Oriental Education & Technology Group Inc.
CIK 914208
Atlanta, GA
Position in EDU
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$275,095,965
+$21,357,867 QoQ
Shares Held
4,857,778
+5.4% QoQ
Ownership
3.05%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2
of 177 holders
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 89.2492411139414.ToString("F0")%
None 10.750758886058605.ToString("F0")%
Common Shares in EDU Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Mar 31, 2026Invesco Ltd. holds $520,590,147 across 20 Education & Training Services names. EDU ranks #1 (52.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EDU |
New Oriental Education & Technology Group Inc.
This page
|
4,857,778 | $275,095,965 | |
| 2 | LOPE |
Grand Canyon Education, Inc.
|
383,464 | $65,200,380 | |
| 3 | LRN |
Stride, Inc.
|
692,257 | $61,036,296 | |
| 4 | LAUR |
Laureate Education, Inc.
|
1,624,357 | $56,592,595 | |
| 5 | CVSA |
Covista Inc.
|
157,475 | $18,148,992 | |
| 6 | PRDO |
PERDOCEO EDUCATION Corp
|
311,800 | $11,602,074 | |
| 7 | APEI |
American Public Education Inc
|
138,658 | $7,886,865 | |
| 8 | STRA |
Strategic Education, Inc.
|
91,391 | $7,581,794 |
All Filings in EDU
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $275,095,965 | 4,857,778 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $253,738,098 | 4,610,905 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $4,220,922 | 79,535 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $4,345,402 | 80,545 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $4,090,480 | 85,557 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $10,030,306 | 156,284 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $6,058,630 | 79,887 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $5,632,936 | 72,468 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $5,747,917 | 66,205 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $5,750,207 | 78,469 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $5,668,576 | 96,816 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3,853,078 | 97,571 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $4,965,708 | 128,612 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $5,382,719 | 154,587 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $4,367,022 | 182,187 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $7,307,733 | 358,926 | Shares | Defined | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||