Position in IVZ
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$242,892
+$171,599 QoQ
Shares Held
1,603
+49.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 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, 2026FARMERS & MERCHANTS INVESTMENTS INC holds $33,286,582 across 37 Asset Management names. IVZ ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
14,312 | $13,761,846 | |
| 2 | AMP |
Ameriprise Financial Inc
|
29,691 | $13,621,043 | |
| 3 | TROW |
Price T Rowe Group Inc
|
22,168 | $2,520,279 | |
| 4 | STT |
State Street Corp
|
9,849 | $843,033 | |
| 5 | NTRS |
Northern Trust Corp
|
4,133 | $718,480 | |
| 6 | BN |
BROOKFIELD Corp /ON/
|
7,846 | $334,161 | |
| 7 | PFG |
Principal Financial Group Inc
|
2,822 | $304,155 | |
| 8 | IVZ |
Invesco Ltd.
This page
|
1,603 | $242,892 |
All Filings in IVZ
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,518 | 247 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $5,999 | 247 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $6,488 | 247 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $5,666 | 247 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,895 | 247 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $3,746 | 247 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $4,317 | 247 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $4,337 | 247 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $3,695 | 247 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $4,097 | 247 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $4,406 | 247 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $3,586 | 247 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $4,152 | 247 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $4,050 | 247 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,443 | 247 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $3,383 | 247 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $3,451 | 214 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $4,934 | 214 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $4,926 | 214 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $5,159 | 214 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $5,720 | 214 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $5,397 | 214 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $3,730 | 214 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $2,441 | 214 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $2,302 | 214 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $1,943 | 214 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||