Position in IVZ
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,834,233
+$910,670 QoQ
Shares Held
372,650
+1.4% QoQ
Ownership
0.084%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#86
of 663 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Mariner, LLC holds $1,160,071,100 across 185 Asset Management names. IVZ ranks #13 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
|
4,681,672 | $553,888,614 | |
| 2 | BLK |
BlackRock, Inc.
|
140,121 | $134,734,747 | |
| 3 | NTRS |
Northern Trust Corp
|
337,956 | $58,750,270 | |
| 4 | KKR |
KKR & Co. Inc.
|
597,195 | $54,810,556 | |
| 5 | BX |
Blackstone Inc.
|
316,672 | $37,262,793 | |
| 6 | PSBD |
Palmer Square Capital BDC Inc.
|
3,160,003 | $32,927,231 | |
| 7 | VCTR |
Victory Capital Holdings, Inc.
|
304,855 | $25,626,111 | |
| 8 | AMP |
Ameriprise Financial Inc
|
55,156 | $25,303,366 |
All Filings in IVZ
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,834,233 | 372,650 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $8,923,563 | 367,376 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $7,899,126 | 300,690 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,686,596 | 204,298 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,123,540 | 134,657 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,477,209 | 97,377 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,711,204 | 97,895 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,432,825 | 81,596 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $939,308 | 62,788 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $951,884 | 57,377 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $956,027 | 53,589 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $871,287 | 60,006 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $655,926 | 39,020 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $945,394 | 57,646 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,421,479 | 79,015 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $815,396 | 59,518 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $762,578 | 47,277 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,215,930 | 52,729 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $726,810 | 31,573 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $828,588 | 34,367 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $331,612 | 12,406 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $336,460 | 13,341 | Shares | Sole | 2021-05-07 | |
| 2020-09-30 | $254,796 | 22,331 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||