Position in IVZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$294,151,152
+$198,257,092 QoQ
Shares Held
14,378,725
+206.9% QoQ
Ownership
3.26%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 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, 2026STATE OF WISCONSIN INVESTMENT BOARD holds $736,258,193 across 38 Asset Management names. IVZ ranks #1 (40.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
14,378,725 | $294,151,152 | |
| 2 | BLK |
BlackRock, Inc.
|
79,365 | $76,314,209 | |
| 3 | BX |
Blackstone Inc.
|
396,172 | $46,617,559 | |
| 4 | KKR |
KKR & Co. Inc.
|
334,515 | $30,701,786 | |
| 5 | APO |
Apollo Global Management, Inc.
|
251,989 | $29,812,818 | |
| 6 | STT |
State Street Corp
|
173,943 | $29,500,732 | |
| 7 | BN |
BROOKFIELD Corp /ON/
|
627,499 | $26,725,182 | |
| 8 | AMP |
Ameriprise Financial Inc
|
49,336 | $22,633,383 |
All Filings in IVZ
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,508,252 | 208,725 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,599,860 | 65,865 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,457,013 | 55,463 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $780,051 | 34,004 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $531,291 | 33,690 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,427,488 | 160,019 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,570,001 | 89,817 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $610,051 | 34,741 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $534,595 | 35,735 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,131,023 | 68,175 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $725,463 | 40,665 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,654,807 | 182,838 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,010,486 | 179,089 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,964,218 | 180,745 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,106,567 | 172,683 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,659,704 | 194,139 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,890,346 | 241,187 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $5,770,949 | 250,258 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $19,544,969 | 849,043 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $20,841,551 | 864,436 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $23,283,941 | 871,079 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $22,753,307 | 902,193 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $15,813,541 | 907,260 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $9,947,614 | 871,833 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $9,353,485 | 869,283 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $9,390,490 | 1,034,195 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||