Savant Capital, LLC

Position in IVZ — Invesco Ltd.

CIK 1482880 ROCKFORD, IL

Position in IVZ

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$6,103,769

+$1,947,637 QoQ

Shares Held

110,419

+25.9% QoQ

Ownership

0.025%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 69% Shared 16% None 16%

Financial Services · as of Jun 30, 2026

Savant Capital, LLC holds $69,952,382 across 44 Asset Management names. IVZ ranks #3 (8.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	14,547	$13,987,813
2	VCTR	Victory Capital Holdings, Inc.	78,456	$6,595,011
3	IVZ	Invesco Ltd. This page	110,419	$6,103,769
4	STT	State Street Corp	76,946	$5,612,993
5	NAD	Nuveen Quality Municipal Income Fund	367,968	$4,459,772
6	NEA	Nuveen AMT-Free Quality Municipal Income Fund	314,670	$3,694,225
7	NTRS	Northern Trust Corp	21,125	$3,672,370
8	PFG	Principal Financial Group Inc	27,911	$3,008,247

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,229,721	46,598	-4.3%	Shares	Sole	2026-08-10
2026-03-31	$1,183,190	48,711	+42.2%	Shares	Sole	2026-05-04
2025-12-31	$900,010	34,260	+7.0%	Shares	Sole	2026-02-10
2025-09-30	$734,401	32,014	-4.7%	Shares	Sole	2026-03-04
2025-06-30	$529,998	33,608	-25.9%	Shares	Sole	2026-03-04
2025-03-31	$688,005	45,353	-67.5%	Shares	Sole	2026-03-04
2024-12-31	$2,438,844	139,522	+4.0%	Shares	Sole	2025-01-29
2024-09-30	$2,356,534	134,199	+90.1%	Shares	Sole	2024-11-04
2024-06-30	$1,056,056	70,592	-9.9%	Shares	Sole	2024-08-05
2024-03-31	$1,300,274	78,377	+168.0%	Shares	Sole	2024-05-06
2023-12-31	$521,820	29,250	+40.6%	Shares	Sole	2024-02-05
2023-09-30	$302,001	20,799	+2.5%	Shares	Sole	2023-11-07
2023-06-30	$341,259	20,301	-26.8%	Shares	Sole	2023-08-04
2023-03-31	$454,919	27,739	+7.1%	Shares	Sole	2023-05-03
2022-12-31	$466,084	25,908	+35.5%	Shares	Sole	2023-02-13
2022-09-30	$261,916	19,118	+11.2%	Shares	Sole	2022-10-31
2022-06-30	$277,258	17,189	+3.2%	Shares	Sole	2022-07-22
2022-03-31	$384,110	16,657	+11.0%	Shares	Sole	2022-05-05
2021-12-31	$345,415	15,005	+5.3%	Shares	Sole	2022-02-08
2021-09-30	$343,567	14,250	+8.9%	Shares	Sole	2021-11-12
2021-06-30	$349,628	13,080	+1.5%	Shares	Sole	2021-08-04
2021-03-31	$325,136	12,892	+1.8%	Shares	Sole	2021-05-04
2020-12-31	$220,698	12,662	+3.4%	Shares	Sole	2021-02-03
2020-09-30	$139,772	12,250	-0.7%	Shares	Sole	2020-11-04
2020-06-30	$132,799	12,342	—	Shares	Sole	2020-08-11
No filing history on record for this holder in this stock.