Position in IVZ
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,443,428
-$4,641,722 QoQ
Shares Held
100,594
-62.7% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Grantham, Mayo, Van Otterloo & Co. LLC holds $125,678,871 across 16 Asset Management names. IVZ ranks #8 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TROW |
Price T Rowe Group Inc
|
330,689 | $29,808,306 | |
| 2 | STT |
State Street Corp
|
216,399 | $27,387,457 | |
| 3 | CNS |
Cohen & Steers, Inc.
|
357,547 | $22,364,564 | |
| 4 | STEP |
StepStone Group Inc.
|
312,011 | $14,889,164 | |
| 5 | CRBG |
Corebridge Financial, Inc.
|
548,162 | $13,079,145 | |
| 6 | JHG |
Janus Henderson Group Ltd.
|
83,457 | $4,287,186 | |
| 7 | BEN |
Franklin Resources Inc
|
129,664 | $3,062,663 | |
| 8 | IVZ |
Invesco Ltd.
This page
|
100,594 | $2,443,428 |
All Filings in IVZ
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,443,428 | 100,594 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $7,085,150 | 269,705 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,401,887 | 191,887 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,478,963 | 284,018 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,090,876 | 401,508 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,550,380 | 203,111 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,451,330 | 196,545 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,904,334 | 194,140 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $7,234,550 | 436,079 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $6,613,734 | 370,725 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $15,159,301 | 1,044,029 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $16,509,016 | 982,095 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $16,979,641 | 1,035,344 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $24,826,991 | 1,380,044 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $18,616,930 | 1,358,900 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $21,265,792 | 1,318,400 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $26,772,660 | 1,161,000 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $23,126,743 | 1,004,637 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $26,183,411 | 1,085,998 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $29,034,126 | 1,086,200 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $21,633,716 | 857,800 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $12,755,274 | 731,800 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||