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Equibles

Equitable Holdings, Inc.

Position in IVZ — Invesco Ltd.

CIK 1333986 NEW YORK, NY
Back to IVZ Full portfolio

Position in IVZ

as of Jun 30, 2026 · filed Aug 17, 2026
Position Value
$378,623,552
+$100,843,449 QoQ
Shares Held
3,568,927
+15.8% QoQ
Ownership
0.808%
of shares outstanding
% of Portfolio
2.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 97% Shared 0% None 3%

Common Shares in IVZ Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Equitable Holdings, Inc. holds $511,482,248 across 99 Asset Management names. IVZ ranks #1 (74.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IVZ
Invesco Ltd.
This page 		3,568,927 $378,623,552
2 STT
State Street Corp
 623,566 $33,721,203
3 ASGI
abrdn Global Infrastructure Income Fund
 1,196,660 $27,822,345
4 BX
Blackstone Inc.
 107,490 $12,648,348
5 BLK
BlackRock, Inc.
 16,437 $8,385,891
6 PTY
Pimco Corporate & Income Opportunity Fund
 553,112 $6,653,937
7 PDI
PIMCO Dynamic Income Fund
 191,186 $3,192,806
8 CEF
Sprott Physical Gold & Silver Trust
 56,677 $2,280,115

All Filings in IVZ

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,064,783 40,348
2026-03-31 $1,007,233 41,467
2025-12-31 $778,905 29,650
2025-09-30 $691,641 30,150
2025-06-30 $600,016 38,048
2025-03-31 $388,488 25,609
2024-12-31 $447,872 25,622
2024-09-30 $470,256 26,780
2024-06-30 $405,401 27,099
2024-03-31 $447,299 26,962
2023-12-31 $484,534 27,160
2023-09-30 $388,540 26,759
2023-06-30 $448,995 26,710
2023-03-31 $397,027 24,209
2022-12-31 $434,638 24,160
2022-09-30 $330,992 24,160
2022-06-30 $389,700 24,160
2022-03-31 $557,129 24,160
2021-12-31 $556,163 24,160
2021-09-30 $582,497 24,160
2021-06-30 $652,479 24,410
2021-03-31 $676,148 26,810
2020-12-31 $570,135 32,710
2020-09-30 $564,030 49,433
2020-06-30 $231,447 21,510
2020-03-31 $146,714 16,158