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Equibles

STIFEL FINANCIAL CORP

Position in IVZ — Invesco Ltd.

CIK 720672 ST. LOUIS, MO
Back to IVZ Full portfolio

Position in IVZ

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$178,289,052
+$28,431,164 QoQ
Shares Held
3,064,768
-1.1% QoQ
Ownership
0.694%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 95% Shared 0% None 5%

Common Shares in IVZ Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

STIFEL FINANCIAL CORP holds $1,777,697,582 across 287 Asset Management names. IVZ ranks #2 (10.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BX
Blackstone Inc.
 2,226,603 $262,004,372
2 IVZ
Invesco Ltd.
This page 		3,064,768 $178,289,052
3 STT
State Street Corp
 2,419,734 $145,218,547
4 BN
BROOKFIELD Corp /ON/
 2,837,188 $120,835,834
5 BLK
BlackRock, Inc.
 132,479 $118,215,011
6 TROW
Price T Rowe Group Inc
 845,480 $96,122,619
7 ARCC
Ares Capital Corp
 2,640,857 $48,935,077
8 APO
Apollo Global Management, Inc.
 289,781 $34,283,987

All Filings in IVZ

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $5,379,020 203,828
2026-03-31 $5,867,005 241,540
2025-12-31 $5,437,652 206,991
2025-09-30 $2,876,744 125,403
2025-06-30 $3,505,182 222,269
2025-03-31 $3,676,343 242,343
2024-12-31 $3,179,244 181,879
2024-09-30 $3,500,533 199,347
2024-06-30 $3,631,539 242,750
2024-03-31 $2,863,997 172,634
2023-12-31 $2,651,469 148,625
2023-09-30 $1,321,086 90,984
2023-06-30 $1,490,525 88,669
2023-03-31 $2,198,550 134,058
2022-12-31 $2,381,749 132,393
2022-09-30 $2,081,686 151,948
2022-06-30 $3,243,887 201,109
2022-03-31 $4,449,772 192,965
2021-12-31 $4,435,101 192,663
2021-09-30 $4,942,622 205,003
2021-06-30 $3,941,739 147,465
2021-03-31 $3,510,673 139,202
2020-12-31 $1,824,851 104,696
2020-09-30 $1,267,217 111,062
2020-06-30 $2,542,146 236,259
2020-03-31 $5,604,293 617,213