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Equibles

UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in IVZ — Invesco Ltd.

CIK 1463217 IRVING, TX
Back to IVZ Full portfolio

Position in IVZ

as of Jun 30, 2026 · filed Aug 17, 2026
Position Value
$36,220,036
+$9,503,747 QoQ
Shares Held
209,833
+6.9% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 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, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $129,970,951 across 38 Asset Management names. IVZ ranks #1 (27.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IVZ
Invesco Ltd.
This page 		209,833 $36,220,036
2 KKR
KKR & Co. Inc.
 243,165 $22,317,683
3 ARES
Ares Management Corp
 106,313 $11,833,700
4 BX
Blackstone Inc.
 89,717 $10,556,999
5 BLK
BlackRock, Inc.
 8,301 $7,981,909
6 STT
State Street Corp
 117,097 $7,846,334
7 NTRS
Northern Trust Corp
 40,661 $7,068,508
8 OBDC
Blue Owl Capital Corp
 278,557 $3,027,914

All Filings in IVZ

Export CSV
25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $467,419 17,712
2026-03-31 $400,226 16,477
2025-12-31 $296,194 11,275
2025-09-30 $209,442 9,130
2025-03-31 $159,178 10,493
2024-12-31 $218,657 12,509
2024-09-30 $227,507 12,956
2024-06-30 $192,505 12,868
2024-03-31 $220,962 13,319
2023-12-31 $287,241 16,101
2023-09-30 $282,893 19,483
2023-06-30 $350,269 20,837
2023-03-31 $333,034 20,307
2022-12-31 $398,748 22,165
2022-09-30 $321,991 23,503
2022-06-30 $450,639 27,938
2022-03-31 $821,812 35,638
2021-12-31 $895,293 38,892
2021-09-30 $1,052,449 43,652
2021-06-30 $1,687,545 63,133
2021-03-31 $1,646,235 65,275
2020-12-31 $1,316,993 75,559
2020-09-30 $1,024,709 89,808
2020-06-30 $938,605 87,231
2020-03-31 $525,704 57,897