Position in IVZ
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,189,045,061
+$512,871,558 QoQ
Shares Held
5,224,220
+34.7% QoQ
Ownership
1.18%
of shares outstanding
% of Portfolio
8.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
25 quarters on record
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MEITAV INVESTMENT HOUSE LTD holds $1,462,927,650 across 6 Asset Management names. IVZ ranks #1 (81.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
5,224,220 | $1,189,045,061 | |
| 2 | STT |
State Street Corp
|
2,482,473 | $133,085,377 | |
| 3 | KKR |
KKR & Co. Inc.
|
938,212 | $86,109,097 | |
| 4 | BX |
Blackstone Inc.
|
304,130 | $35,786,977 | |
| 5 | PSUS |
Pershing Square USA, Ltd.
|
410,915 | $15,360,002 | |
| 6 | APO |
Apollo Global Management, Inc.
|
29,931 | $3,541,136 |
No Holdings History
No holdings records found for this institution in IVZ.