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Equibles

PARTNERS CAPITAL INVESTMENT GROUP, LLP

Position in IVZ — Invesco Ltd.

CIK 1694870 Boston, MA
Back to IVZ Full portfolio

Position in IVZ

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$2,386,192
+$1,799,484 QoQ
Shares Held
41,841
+228.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
16 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, 2026

PARTNERS CAPITAL INVESTMENT GROUP, LLP holds $4,470,907 across 4 Asset Management names. IVZ ranks #1 (53.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IVZ
Invesco Ltd.
This page 		41,841 $2,386,192
2 LIEN
Chicago Atlantic BDC, Inc.
 145,336 $1,419,932
3 BX
Blackstone Inc.
 3,677 $432,672
4 KKR
KKR & Co. Inc.
 2,529 $232,111

No Holdings History

No holdings records found for this institution in IVZ.