Position in IVZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$94,674,992
New position
Shares Held
454,067
first reported quarter
Ownership
0.103%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 66%
None 34%
Position in Asset Management
Financial Services · as of Jun 30, 2026Jupiter Topco LLC holds $811,450,578 across 36 Asset Management names. IVZ ranks #3 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
1,882,354 | $221,496,593 | |
| 2 | ARES |
Ares Management Corp
|
1,473,100 | $163,970,760 | |
| 3 | IVZ |
Invesco Ltd.
This page
|
454,067 | $94,674,992 | |
| 4 | HLNE |
Hamilton Lane INC
|
932,229 | $73,487,610 | |
| 5 | APO |
Apollo Global Management, Inc.
|
407,336 | $48,191,920 | |
| 6 | STT |
State Street Corp
|
722,372 | $43,241,969 | |
| 7 | WT |
WisdomTree, Inc.
|
1,453,084 | $24,615,242 | |
| 8 | BLK |
BlackRock, Inc.
|
17,883 | $17,195,576 |
All Filings in IVZ
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,092,719 | 155,086 | Shares | Defined | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||