Invesco Ltd.

Position in ALTI — AlTi Global, Inc.

CIK 914208 Atlanta, GA

Position in ALTI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$94,646

-$45,831 QoQ

Shares Held

26,218

-32.4% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#33

of 76 holders

Holding Since

Jun 2023

11 quarters on record

Voting authority Sole 0% Shared 95% None 5%

Financial Services · as of Jun 30, 2026

Invesco Ltd. holds $8,846,929,479 across 277 Asset Management names. ALTI ranks #276 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STT	State Street Corp	6,572,279	$1,114,658,510
2	KKR	KKR & Co. Inc.	10,269,796	$942,561,871
3	BLK	BlackRock, Inc.	610,300	$586,840,060
4	NTRS	Northern Trust Corp	3,273,660	$569,093,044
5	TROW	Price T Rowe Group Inc	3,955,664	$449,719,436
6	AMP	Ameriprise Financial Inc	939,460	$430,986,663
7	PFG	Principal Financial Group Inc	3,771,641	$406,507,459
8	BEN	Franklin Resources Inc	12,091,225	$402,275,053

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$94,646	26,218	-32.4%	Shares	Defined	2026-08-14
2026-03-31	$140,477	38,806	-2.6%	Shares	Defined	2026-05-12
2025-12-31	$184,848	39,838	-0.7%	Shares	Defined	2026-02-19
2025-09-30	$142,797	40,112	+5.1%	Shares	Defined	2025-11-13
2025-06-30	$158,400	38,169	+0.7%	Shares	Defined	2025-08-13
2025-03-31	$115,215	37,900	+262.9%	Shares	Defined	2025-05-12
2024-12-31	$46,061	10,445	-61.5%	Shares	Defined	2025-02-13
2024-03-31	$153,469	27,115	+170.1%	Shares	Defined	2024-05-14
2023-12-31	$87,949	10,040	-12.5%	Shares	Defined	2024-02-13
2023-09-30	$79,858	11,474	-85.7%	Shares	Defined	2023-11-13
2023-06-30	$616,184	80,442	—	Shares	Defined	2023-08-11
No filing history on record for this holder in this stock.