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Equibles

NewEdge Advisors, LLC

Position in IVZ — Invesco Ltd.

CIK 1633516 NEW ORLEANS, LA
Back to IVZ Full portfolio

Position in IVZ

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$205,481,876
+$78,304,560 QoQ
Shares Held
1,740,774
+32.1% QoQ
Ownership
0.394%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 4% Shared 0% None 96%

Common Shares in IVZ Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

NewEdge Advisors, LLC holds $569,387,218 across 298 Asset Management names. IVZ ranks #1 (36.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IVZ
Invesco Ltd.
This page 		1,740,774 $205,481,876
2 BLK
BlackRock, Inc.
 77,240 $71,080,536
3 STT
State Street Corp
 456,665 $27,374,716
4 BX
Blackstone Inc.
 93,282 $10,976,492
5 PSUS
Pershing Square USA, Ltd.
 254,260 $9,504,238
6 PDI
PIMCO Dynamic Income Fund
 431,148 $7,200,171
7 UTG
Reaves Utility Income Fund
 172,636 $7,029,737
8 NAD
Nuveen Quality Municipal Income Fund
 486,357 $5,894,646

All Filings in IVZ

Export CSV
16 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $5,872,856 222,541
2026-03-31 $1,639,647 67,503
2025-12-31 $206,272 7,852
2025-09-30 $2,477 108
2025-06-30 $1,703 108
2025-03-31 $1,623 107
2024-12-31 $219,566 12,561
2024-09-30 $3,055 174
2024-06-30 $2,588 173
2024-03-31 $5,358 323
2023-12-31 $4,906 275
2023-09-30 $284,984 19,627
2023-03-31 $88,838 5,417
2022-12-31 $96,084 5,341
2021-03-31 $227,459 9,019
2020-09-30 $281,906 24,707