Position in IVZ
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$44,402,648
-$1,833,050 QoQ
Shares Held
2,179,806
-1.9% QoQ
Ownership
0.494%
of shares outstanding
% of Portfolio
1.44%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
5 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, 2026WINTON GROUP Ltd holds $59,473,323 across 15 Asset Management names. IVZ ranks #1 (74.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
2,179,806 | $44,402,648 | |
| 2 | EQH |
Equitable Holdings, Inc.
|
87,200 | $3,826,336 | |
| 3 | STEP |
StepStone Group Inc.
|
42,796 | $1,770,042 | |
| 4 | CRBG |
Corebridge Financial, Inc.
|
60,393 | $1,729,051 | |
| 5 | HLNE |
Hamilton Lane INC
|
21,361 | $1,683,887 | |
| 6 | AMP |
Ameriprise Financial Inc
|
3,280 | $1,504,732 | |
| 7 | APAM |
Artisan Partners Asset Management Inc.
|
32,280 | $1,114,628 | |
| 8 | STT |
State Street Corp
|
5,800 | $983,680 |
All Filings in IVZ
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,415,698 | 222,960 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $735,560 | 28,000 | Shares | Sole | 2026-02-11 | |
| 2021-03-31 | $284,532 | 11,282 | Shares | Sole | 2021-07-21 | |
| No filing history on record for this holder in this stock. | ||||||