Position in IVZ
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,391,611
-$131,930 QoQ
Shares Held
139,630
+4.1% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
9 quarters on record
Voting authority
Sole 99.80591563417603.ToString("F0")%
Shared 0.ToString("F0")%
None 0.19408436582396335.ToString("F0")%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026HANCOCK WHITNEY CORP holds $70,766,009 across 16 Asset Management names. IVZ ranks #5 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
26,161 | $25,159,295 | |
| 2 | BEN |
Franklin Resources Inc
|
863,969 | $20,406,947 | |
| 3 | JHG |
Janus Henderson Group Ltc.
|
183,980 | $9,451,052 | |
| 4 | KKR |
KKR & Co. Inc.
|
42,241 | $3,907,292 | |
| 5 | IVZ |
Invesco Ltd.
This page
|
139,630 | $3,391,611 | |
| 6 | RJF |
Raymond James Financial Inc
|
18,141 | $2,626,635 | |
| 7 | CRBG |
Corebridge Financial, Inc.
|
63,069 | $1,504,825 | |
| 8 | NTRS |
Northern Trust Corp
|
7,943 | $1,108,604 |
All Filings in IVZ
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,391,611 | 139,630 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,523,541 | 134,128 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $2,962,769 | 129,153 | Shares | Other | 2025-11-17 | |
| 2025-06-30 | $2,026,948 | 128,532 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $1,630,258 | 107,466 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $846,468 | 48,425 | Shares | Other | 2025-02-14 | |
| 2021-06-30 | $388,146 | 14,521 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $404,478 | 16,038 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $279,838 | 16,055 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||