Position in IVZ
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$968,565
+$94,417 QoQ
Shares Held
36,702
+2.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#283
of 667 holders
Holding Since
Sep 2024
8 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, 2026TWIN CAPITAL MANAGEMENT INC holds $12,734,134 across 7 Asset Management names. IVZ ranks #5 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NTRS |
Northern Trust Corp
|
25,572 | $4,445,436 | |
| 2 | STT |
State Street Corp
|
14,120 | $2,394,752 | |
| 3 | AMP |
Ameriprise Financial Inc
|
4,885 | $2,241,042 | |
| 4 | TROW |
Price T Rowe Group Inc
|
14,685 | $1,669,537 | |
| 5 | IVZ |
Invesco Ltd.
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|
36,702 | $968,565 | |
| 6 | PFG |
Principal Financial Group Inc
|
4,779 | $515,080 | |
| 7 | RJF |
Raymond James Financial Inc
|
3,287 | $499,722 |
All Filings in IVZ
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $968,565 | 36,702 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $874,148 | 35,988 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $968,811 | 36,879 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $839,581 | 36,599 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $605,031 | 38,366 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $592,342 | 39,047 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $454,043 | 25,975 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $462,723 | 26,351 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||