ZACKS INVESTMENT MANAGEMENT

Position in IVZ — Invesco Ltd.

CIK 1086483 Chicago, IL

Position in IVZ

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$3,116,922

+$388,719 QoQ

Shares Held

118,110

+5.2% QoQ

Ownership

0.027%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#158

of 667 holders

Holding Since

Sep 2020

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

ZACKS INVESTMENT MANAGEMENT holds $170,148,438 across 15 Asset Management names. IVZ ranks #5 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	137,661	$132,369,311
2	NTRS	Northern Trust Corp	69,900	$12,151,416
3	AMG	Affiliated Managers Group, Inc.	32,115	$10,867,716
4	STT	State Street Corp	19,099	$3,239,190
5	IVZ	Invesco Ltd. This page	118,110	$3,116,922
6	BEN	Franklin Resources Inc	91,016	$3,028,102
7	AAMI	Acadian Asset Management Inc.	22,315	$1,595,968
8	AMP	Ameriprise Financial Inc	2,316	$1,062,488

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,116,922	118,110	+5.2%	Shares	Sole	2026-08-13
2026-03-31	$2,728,203	112,318	+6.8%	Shares	Sole	2026-05-14
2025-12-31	$2,762,894	105,173	+29.4%	Shares	Sole	2026-02-17
2022-03-31	$1,874,754	81,299	-67.5%	Shares	Sole	2022-05-13
2021-12-31	$5,754,217	249,966	-2.0%	Shares	Sole	2022-02-15
2021-09-30	$6,149,761	255,071	+1.2%	Shares	Sole	2021-11-15
2021-06-30	$6,736,093	252,005	-1.2%	Shares	Sole	2021-08-16
2021-03-31	$6,435,236	255,164	+5.3%	Shares	Sole	2021-05-17
2020-12-31	$4,225,659	242,436	+5.0%	Shares	Sole	2021-02-16
2020-09-30	$2,634,340	230,880	—	Shares	Sole	2020-11-16
No filing history on record for this holder in this stock.