Position in IVZ
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$229,048,070
+$35,659,611 QoQ
Shares Held
893,290
+4.0% QoQ
Ownership
0.202%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
18 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, 2026Sumitomo Mitsui Trust Group, Inc. holds $1,777,956,872 across 44 Asset Management names. IVZ ranks #2 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
332,181 | $319,411,962 | |
| 2 | IVZ |
Invesco Ltd.
This page
|
893,290 | $229,048,070 | |
| 3 | BX |
Blackstone Inc.
|
1,575,095 | $185,341,428 | |
| 4 | KKR |
KKR & Co. Inc.
|
1,307,078 | $119,963,618 | |
| 5 | APO |
Apollo Global Management, Inc.
|
907,330 | $107,346,212 | |
| 6 | STT |
State Street Corp
|
610,375 | $103,519,600 | |
| 7 | AMP |
Ameriprise Financial Inc
|
212,177 | $97,338,320 | |
| 8 | TROW |
Price T Rowe Group Inc
|
606,763 | $68,982,885 |
All Filings in IVZ
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $637,925 | 24,173 | Shares | Defined | 2026-07-30 | |
| 2026-03-31 | $627,313 | 25,826 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $685,042 | 26,077 | Shares | Defined | 2026-01-23 | |
| 2025-09-30 | $473,229 | 20,629 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $334,702 | 21,224 | Shares | Defined | 2025-07-31 | |
| 2025-03-31 | $295,632 | 19,488 | Shares | Defined | 2025-04-25 | |
| 2024-12-31 | $274,610 | 15,710 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $248,456 | 14,149 | Shares | Defined | 2024-11-05 | |
| 2024-06-30 | $194,210 | 12,982 | Shares | Defined | 2024-07-19 | |
| 2024-03-31 | $168,670 | 10,167 | Shares | Defined | 2024-04-19 | |
| 2023-09-30 | $10,618,113 | 731,275 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 | $12,433,079 | 739,624 | Shares | Defined | 2023-07-31 | |
| 2023-03-31 | $14,390,868 | 877,492 | Shares | Defined | 2023-04-27 | |
| 2022-12-31 | $24,437,580 | 1,358,398 | Shares | Defined | 2023-01-30 | |
| 2022-09-30 | $23,112,283 | 1,687,028 | Shares | Defined | 2022-10-21 | |
| 2022-06-30 | $31,036,991 | 1,924,178 | Shares | Defined | 2022-07-26 | |
| 2022-03-31 | $21,186,282 | 918,746 | Shares | Defined | 2022-04-27 | |
| No filing history on record for this holder in this stock. | ||||||