ADVISORY RESEARCH INC

Position in IVZ — Invesco Ltd.

CIK 902584 CHICAGO, IL

Position in IVZ

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,339,952

+$118,627 QoQ

Shares Held

50,775

+1.0% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#235

of 667 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

ADVISORY RESEARCH INC holds $3,652,935 across 3 Asset Management names. IVZ ranks #2 (36.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ARES	Ares Management Corp	15,846	$1,763,818
2	IVZ	Invesco Ltd. This page	50,775	$1,339,952
3	BX	Blackstone Inc.	4,667	$549,165

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,339,952	50,775	+1.0%	Shares	Sole	2026-08-13
2026-03-31	$1,221,325	50,281	+14.6%	Shares	Sole	2026-05-14
2025-12-31	$1,152,228	43,861	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.