Position in IVZ
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$525,292
-$786,316 QoQ
Shares Held
19,905
-60.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#349
of 667 holders
Holding Since
Jun 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, 2026Machina Capital S.A.S. holds $18,959,669 across 11 Asset Management names. IVZ ranks #8 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
5,638 | $5,421,275 | |
| 2 | STT |
State Street Corp
|
24,282 | $4,118,227 | |
| 3 | NTRS |
Northern Trust Corp
|
18,793 | $3,266,975 | |
| 4 | AMP |
Ameriprise Financial Inc
|
6,138 | $2,815,868 | |
| 5 | EQH |
Equitable Holdings, Inc.
|
14,234 | $624,587 | |
| 6 | KKR |
KKR & Co. Inc.
|
6,596 | $605,380 | |
| 7 | TPG |
TPG Inc.
|
13,678 | $554,642 | |
| 8 | IVZ |
Invesco Ltd.
This page
|
19,905 | $525,292 |
All Filings in IVZ
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $525,292 | 19,905 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $1,311,608 | 49,928 | Shares | Sole | 2026-02-10 | |
| 2025-03-31 | $234,073 | 15,430 | Shares | Sole | 2025-05-06 | |
| 2023-03-31 | $43,000 | 2,622 | Shares | Sole | 2023-04-25 | |
| 2021-06-30 | $227,205 | 8,500 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||