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Equibles

NEUBERGER BERMAN GROUP LLC

Position in IVZ — Invesco Ltd.

CIK 1465109 NEW YORK, NY
Back to IVZ Full portfolio

Position in IVZ

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$23,197,681
+$1,271,414 QoQ
Shares Held
1,037,371
+0.6% QoQ
Ownership
0.235%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 96% Shared 0% None 4%

Common Shares in IVZ Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

NEUBERGER BERMAN GROUP LLC holds $1,723,366,239 across 60 Asset Management names. IVZ ranks #7 (1.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BX
Blackstone Inc.
 3,704,747 $435,937,578
2 BN
BROOKFIELD Corp /ON/
 7,053,087 $300,390,974
3 BLK
BlackRock, Inc.
 307,984 $296,145,094
4 APO
Apollo Global Management, Inc.
 1,966,436 $232,649,042
5 BAM
Brookfield Asset Management Ltd.
 4,854,713 $217,733,877
6 ARES
Ares Management Corp
 408,864 $45,510,650
7 IVZ
Invesco Ltd.
This page 		1,037,371 $23,197,681
8 AMP
Ameriprise Financial Inc
 37,851 $17,364,524

All Filings in IVZ

Export CSV
21 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,338,337 88,607
2026-03-31 $2,103,124 86,584
2025-12-31 $2,144,682 81,640
2025-09-30 $1,777,252 77,474
2025-06-30 $1,116,326 70,788
2025-03-31 $1,017,708 67,087
2024-12-31 $1,135,063 64,935
2024-09-30 $1,163,718 66,271
2024-06-30 $974,014 65,108
2024-03-31 $983,669 59,293
2023-12-31 $1,055,591 59,170
2023-09-30 $787,738 54,252
2023-06-30 $393,840 23,429
2023-03-31 $491,950 29,997
2022-12-31 $355,608 19,767
2022-09-30 $482,185 35,196
2022-06-30 $439,848 27,269
2022-03-31 $732,108 31,748
2021-12-31 $516,614 22,442
2021-03-31 $264,128 10,473
2020-03-31 $103,774 11,429