Position in IVZ
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$417,483
+$6,965 QoQ
Shares Held
16,373
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
11 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, 2026Haverford Trust Co holds $267,734,784 across 11 Asset Management names. IVZ ranks #3 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
275,074 | $264,500,155 | |
| 2 | BX |
Blackstone Inc.
|
7,562 | $889,820 | |
| 3 | IVZ |
Invesco Ltd.
This page
|
16,373 | $417,483 | |
| 4 | APO |
Apollo Global Management, Inc.
|
3,193 | $377,763 | |
| 5 | NTRS |
Northern Trust Corp
|
1,715 | $298,135 | |
| 6 | AB |
Alliancebernstein Holding L.P.
|
7,906 | $278,449 | |
| 7 | BN |
BROOKFIELD Corp /ON/
|
5,504 | $234,415 | |
| 8 | KKR |
KKR & Co. Inc.
|
2,534 | $232,570 |
No Holdings History
No holdings records found for this institution in IVZ.