Position in IVZ
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$232,064,917
+$38,480,861 QoQ
Shares Held
8,793,669
+10.3% QoQ
Ownership
1.99%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#13
of 663 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $26,926,321,690 across 473 Asset Management names. IVZ ranks #22 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
34,842,332 | $4,099,897,196 | |
| 2 | BLK |
BlackRock, Inc.
|
3,487,404 | $3,353,348,182 | |
| 3 | APO |
Apollo Global Management, Inc.
|
8,937,664 | $1,057,415,020 | |
| 4 | KKR |
KKR & Co. Inc.
|
9,004,913 | $826,470,907 | |
| 5 | STT |
State Street Corp
|
4,731,988 | $802,545,157 | |
| 6 | AMP |
Ameriprise Financial Inc
|
1,743,842 | $800,004,946 | |
| 7 | BN |
BROOKFIELD Corp /ON/
|
13,738,306 | $585,114,445 | |
| 8 | AMG |
Affiliated Managers Group, Inc.
|
1,487,219 | $503,274,901 |
All Filings in IVZ
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $232,064,917 | 8,793,669 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $193,584,056 | 7,969,702 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $192,789,641 | 7,338,776 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $175,076,032 | 7,631,911 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $105,066,136 | 6,662,406 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $99,307,760 | 6,546,326 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $104,268,526 | 5,965,019 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $96,133,812 | 5,474,591 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $87,564,300 | 5,853,229 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $101,597,602 | 6,124,027 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $88,342,478 | 4,951,933 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $78,536,729 | 5,408,866 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $89,431,194 | 5,320,119 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $85,037,076 | 5,185,188 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $103,728,841 | 5,765,917 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $67,528,514 | 4,929,089 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $77,983,836 | 4,834,708 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $86,941,131 | 3,770,214 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $45,002,507 | 1,954,931 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $38,598,587 | 1,600,937 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $48,617,108 | 1,818,822 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $105,770,026 | 4,193,895 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $112,531,439 | 6,456,193 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $19,443,390 | 1,704,066 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $20,219,737 | 1,879,158 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $22,084,291 | 2,432,191 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||