Position in IVZ
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,789,924
+$854,182 QoQ
Shares Held
105,719
+32.7% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
1.81%
of 13F equity value
Holder Rank
#168
of 667 holders
Holding Since
Jun 2020
14 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, 2026Mount Lucas Management LP holds $3,884,214 across 2 Asset Management names. IVZ ranks #1 (71.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
105,719 | $2,789,924 | |
| 2 | PFG |
Principal Financial Group Inc
|
10,153 | $1,094,290 |
All Filings in IVZ
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,789,924 | 105,719 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,935,742 | 79,693 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,249,401 | 47,560 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,073,798 | 46,809 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $752,292 | 47,704 | Shares | Sole | 2025-08-11 | |
| 2022-12-31 | $53 | 3 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,880,215 | 137,242 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,236,618 | 138,662 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $3,385,530 | 146,814 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,766,440 | 163,616 | Shares | Sole | 2022-02-14 | |
| 2021-03-31 | $14,827,493 | 587,926 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $9,219,790 | 528,961 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $5,953,030 | 521,738 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $5,953,260 | 553,277 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||