Position in IVZ
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$105,362,364
+$80,049,755 QoQ
Shares Held
3,992,511
+283.1% QoQ
Ownership
0.904%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#18
of 663 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Amundi holds $2,982,013,100 across 33 Asset Management names. IVZ ranks #11 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
621,534 | $597,642,231 | |
| 2 | BX |
Blackstone Inc.
|
2,712,506 | $319,180,577 | |
| 3 | VCTR |
Victory Capital Holdings, Inc.
|
2,960,024 | $248,819,617 | |
| 4 | KKR |
KKR & Co. Inc.
|
2,382,672 | $218,681,634 | |
| 5 | STT |
State Street Corp
|
1,176,033 | $199,455,195 | |
| 6 | AMP |
Ameriprise Financial Inc
|
362,480 | $166,291,324 | |
| 7 | APO |
Apollo Global Management, Inc.
|
1,394,459 | $164,978,442 | |
| 8 | CG |
Carlyle Group Inc.
|
3,406,001 | $143,426,701 |
All Filings in IVZ
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $105,362,364 | 3,992,511 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $25,312,609 | 1,042,100 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $52,928,795 | 2,014,800 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $40,735,429 | 1,775,738 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $37,544,868 | 2,380,778 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $48,617,526 | 3,204,847 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $46,378,965 | 2,653,259 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $20,739,781 | 1,181,081 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $40,837,567 | 2,729,784 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $39,056,558 | 2,354,223 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $30,106,087 | 1,687,561 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $83,655,728 | 5,761,414 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $81,954,763 | 4,875,358 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $38,091,556 | 2,322,656 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $32,150,215 | 1,787,116 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $22,868,051 | 1,669,201 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $25,542,996 | 1,583,571 | Shares | Defined | 2022-09-02 | |
| 2022-03-31 | $38,907,082 | 1,687,211 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $35,863,568 | 1,557,931 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $43,666,414 | 1,811,133 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $52,688,328 | 1,971,131 | Shares | Defined | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||