Position in IVZ
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$43,566,855
-$7,334,588 QoQ
Shares Held
1,650,885
-21.2% QoQ
Ownership
0.374%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#35
of 663 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026LOS ANGELES CAPITAL MANAGEMENT LLC holds $229,142,671 across 30 Asset Management names. IVZ ranks #2 (19.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HLNE |
Hamilton Lane INC
|
1,215,166 | $95,791,535 | |
| 2 | IVZ |
Invesco Ltd.
This page
|
1,650,885 | $43,566,855 | |
| 3 | AMP |
Ameriprise Financial Inc
|
47,922 | $21,984,696 | |
| 4 | PFG |
Principal Financial Group Inc
|
145,637 | $15,696,755 | |
| 5 | AMG |
Affiliated Managers Group, Inc.
|
44,247 | $14,973,184 | |
| 6 | NTRS |
Northern Trust Corp
|
83,479 | $14,511,989 | |
| 7 | RJF |
Raymond James Financial Inc
|
67,260 | $10,225,537 | |
| 8 | SEIC |
Sei Investments Co
|
51,969 | $4,558,200 |
All Filings in IVZ
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,566,855 | 1,650,885 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $50,901,443 | 2,095,572 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $49,545 | 1,886 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $810,699 | 35,340 | Shares | Sole | 2025-10-20 | |
| 2025-03-31 | $675,444 | 44,525 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $671,913 | 38,439 | Shares | Sole | 2025-02-04 | |
| 2024-03-31 | $2,065,504 | 124,503 | Shares | Sole | 2024-04-05 | |
| 2022-06-30 | $603,213 | 37,397 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $3,288,517 | 142,607 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $7,615,200 | 330,808 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $13,709,066 | 568,605 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $15,463,599 | 578,511 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $7,510,440 | 297,797 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $4,540,567 | 260,503 | Shares | Sole | 2021-03-10 | |
| 2020-09-30 | $2,340,533 | 205,130 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $2,207,198 | 205,130 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $2,147,737 | 236,535 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||