Position in BTZ
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$12,589,912
+$1,809,633 QoQ
Shares Held
1,246,526
+25.2% QoQ
Ownership
1.34%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in BTZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Invesco Ltd. holds $8,331,021,416 across 281 Asset Management names. BTZ ranks #65 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
7,825,922 | $990,448,680 | |
| 2 | KKR |
KKR & Co. Inc.
|
9,986,008 | $923,705,737 | |
| 3 | BLK |
BlackRock, Inc.
|
635,138 | $610,818,556 | |
| 4 | NTRS |
Northern Trust Corp
|
3,514,155 | $490,470,605 | |
| 5 | AMP |
Ameriprise Financial Inc
|
921,700 | $409,603,472 | |
| 6 | TROW |
Price T Rowe Group Inc
|
4,116,891 | $371,096,550 | |
| 7 | BX |
Blackstone Inc.
|
3,111,980 | $357,846,576 | |
| 8 | BEN |
Franklin Resources Inc
|
13,564,400 | $320,391,123 |
All Filings in BTZ
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,589,912 | 1,246,526 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $10,780,279 | 995,409 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $13,985,211 | 1,265,630 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $13,764,496 | 1,260,485 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $13,570,801 | 1,265,933 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $13,638,762 | 1,303,897 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $14,455,341 | 1,281,502 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $13,081,847 | 1,221,461 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $10,424,941 | 975,205 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $12,339,654 | 1,195,703 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $10,820,903 | 1,117,862 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $10,983,913 | 1,082,159 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $11,294,231 | 1,097,593 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $12,009,858 | 1,189,095 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $11,346,751 | 1,189,387 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $14,349,034 | 1,317,634 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $15,572,452 | 1,239,845 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $19,180,802 | 1,274,472 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $18,745,200 | 1,237,307 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $18,944,359 | 1,215,161 | Shares | Defined | 2021-08-17 | |
| 2021-03-31 | $14,227,737 | 969,192 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $13,804,922 | 938,472 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $16,253,345 | 1,142,992 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $13,058,204 | 989,258 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $13,797,090 | 1,183,284 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||