Position in IVZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$432,215
+$260,827 QoQ
Shares Held
16,378
+50.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#376
of 663 holders
Holding Since
Sep 2021
8 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, 2026TWINBEECH CAPITAL LP holds $23,562,245 across 9 Asset Management names. IVZ ranks #8 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
6,311 | $6,068,405 | |
| 2 | KKR |
KKR & Co. Inc.
|
57,000 | $5,231,460 | |
| 3 | APO |
Apollo Global Management, Inc.
|
41,500 | $4,909,865 | |
| 4 | ARES |
Ares Management Corp
|
22,543 | $2,509,261 | |
| 5 | CG |
Carlyle Group Inc.
|
41,385 | $1,742,722 | |
| 6 | STEP |
StepStone Group Inc.
|
30,400 | $1,257,344 | |
| 7 | AAMI |
Acadian Asset Management Inc.
|
15,500 | $1,108,560 | |
| 8 | IVZ |
Invesco Ltd.
This page
|
16,378 | $432,215 |
All Filings in IVZ
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $432,215 | 16,378 | Shares | Sole | 2026-08-14 | |
| 2025-06-30 | $171,388 | 10,868 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $524,959 | 30,032 | Shares | Sole | 2025-02-14 | |
| 2023-12-31 | $11,883,348 | 666,107 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $319,933 | 22,034 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $186,960 | 11,400 | Shares | Sole | 2023-05-15 | |
| 2021-12-31 | $4,419,840 | 192,000 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $7,454,378 | 309,182 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||