Position in IVZ
as of Dec 31, 2025
· filed Feb 12, 2026
Position Value
$41,510,864
+$2,579,918 QoQ
Shares Held
1,846,294
+4.5% QoQ
Ownership
0.418%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Dec 31, 2025CIBC Private Wealth Group LLC holds $1,546,946,010 across 152 Asset Management names. IVZ ranks #8 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
4,004,273 | $617,218,639 | |
| 2 | BLK |
BlackRock, Inc.
|
258,817 | $277,022,187 | |
| 3 | BN |
BROOKFIELD Corp /ON/
|
3,735,465 | $171,420,488 | |
| 4 | OWL |
Blue Owl Capital Inc.
|
7,925,890 | $118,412,795 | |
| 5 | AMP |
Ameriprise Financial Inc
|
195,476 | $95,849,701 | |
| 6 | ARES |
Ares Management Corp
|
545,278 | $88,133,282 | |
| 7 | STEP |
StepStone Group Inc.
|
899,550 | $57,724,123 | |
| 8 | IVZ |
Invesco Ltd.
This page
|
1,846,294 | $41,510,864 |
All Filings in IVZ
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $729,465 | 27,768 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $629,290 | 27,432 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $435,236 | 27,599 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $22,731,364 | 1,498,442 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $29,917,352 | 1,711,519 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $1,209,426 | 68,874 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $646,810 | 43,236 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $711,112 | 42,864 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $375,942 | 21,073 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $302,030 | 20,801 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $349,664 | 20,801 | Shares | Defined | 2023-11-21 | |
| 2023-03-31 | $533,787 | 32,548 | Shares | Defined | 2023-11-21 | |
| 2022-12-31 | $1,283,136 | 71,325 | Shares | Defined | 2023-06-01 | |
| 2022-09-30 | $1,152,690 | 84,138 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $1,350,774 | 83,743 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $824,348 | 35,748 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $473,636 | 20,575 | Shares | Defined | 2022-04-04 | |
| 2021-09-30 | $905,909 | 37,574 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,350,292 | 50,516 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,259,965 | 49,959 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $675,447 | 38,752 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $327,626 | 28,714 | Shares | Defined | 2020-11-03 | |
| 2020-06-30 | $2,460,962 | 228,714 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $2,046,286 | 225,362 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||