Position in IVZ
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$461,551
+$189,164 QoQ
Shares Held
21,572
+74.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MCDONALD PARTNERS LLC holds $6,163,891 across 19 Asset Management names. IVZ ranks #7 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARCC |
Ares Capital Corp
|
45,000 | $833,850 | |
| 2 | APO |
Apollo Global Management, Inc.
|
6,573 | $777,651 | |
| 3 | HTGC |
Hercules Capital, Inc.
|
48,000 | $756,960 | |
| 4 | ACV |
Virtus Diversified Income & Convertible Fund
|
24,700 | $699,998 | |
| 5 | PDO |
PIMCO Dynamic Income Opportunities Fund
|
46,000 | $608,120 | |
| 6 | BX |
Blackstone Inc.
|
4,464 | $525,278 | |
| 7 | IVZ |
Invesco Ltd.
This page
|
21,572 | $461,551 | |
| 8 | ADX |
Adams Diversified Equity Fund, Inc.
|
17,079 | $436,368 |
No Holdings History
No holdings records found for this institution in IVZ.