Position in IVZ
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$576,088
+$198,842 QoQ
Shares Held
9,559
+62.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MERIDIAN INVESTMENT COUNSEL INC. holds $6,425,033 across 14 Asset Management names. IVZ ranks #4 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
75,850 | $976,948 | |
| 2 | SLRC |
SLR Investment Corp.
|
68,625 | $848,891 | |
| 3 | ARCC |
Ares Capital Corp
|
38,940 | $721,558 | |
| 4 | IVZ |
Invesco Ltd.
This page
|
9,559 | $576,088 | |
| 5 | MSIF |
Msc Income Fund, Inc.
|
47,950 | $554,781 | |
| 6 | UTF |
Cohen & Steers Infrastructure Fund Inc
|
19,681 | $542,998 | |
| 7 | CET |
Central Securities Corp
|
9,175 | $481,228 | |
| 8 | BLK |
BlackRock, Inc.
|
460 | $442,317 |
No Holdings History
No holdings records found for this institution in IVZ.