Position in IVZ
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,728,203
-$34,691 QoQ
Shares Held
112,318
+6.8% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
9 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026ZACKS INVESTMENT MANAGEMENT holds $167,603,918 across 16 Asset Management names. IVZ ranks #6 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
138,443 | $133,142,017 | |
| 2 | NTRS |
Northern Trust Corp
|
79,111 | $11,041,521 | |
| 3 | AMG |
Affiliated Managers Group, Inc.
|
32,724 | $9,054,730 | |
| 4 | SEIC |
Sei Investments Co
|
42,459 | $3,331,757 | |
| 5 | AAMI |
Acadian Asset Management Inc.
|
50,853 | $2,767,419 | |
| 6 | IVZ |
Invesco Ltd.
This page
|
112,318 | $2,728,203 | |
| 7 | STT |
State Street Corp
|
17,661 | $2,235,176 | |
| 8 | AMP |
Ameriprise Financial Inc
|
2,495 | $1,108,777 |
All Filings in IVZ
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,728,203 | 112,318 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,762,894 | 105,173 | Shares | Sole | 2026-02-17 | |
| 2022-03-31 | $1,874,754 | 81,299 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $5,754,217 | 249,966 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $6,149,761 | 255,071 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $6,736,093 | 252,005 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $6,435,236 | 255,164 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $4,225,659 | 242,436 | 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. | ||||||