Invesco Ltd.

Position in MC — Moelis & Co

CIK 914208 Atlanta, GA

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Position in MC

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$11,715,723

-$1,577,904 QoQ

Shares Held

205,539

+6.3% QoQ

Ownership

0.262%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 89.63019183707229.ToString("F0")% None 10.369808162927717.ToString("F0")%

Common Shares in MC Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Mar 31, 2026

Invesco Ltd. holds $8,031,272,799 across 49 Capital Markets names. MC ranks #35 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	2,633,486	$2,227,902,810
2	SCHW	Schwab Charles Corp	16,956,980	$1,593,616,969
3	MS	Morgan Stanley	7,846,458	$1,291,291,585
4	IBKR	Interactive Brokers Group, Inc.	9,647,168	$647,035,553
5	HOOD	Robinhood Markets, Inc.	7,392,374	$512,291,512
6	EVR	Evercore Inc.	1,424,686	$425,283,013
7	PIPR	Piper Sandler Companies	2,609,305	$199,742,293
8	LPLA	LPL Financial Holdings Inc.	349,011	$104,992,973

All Filings in MC

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$11,715,723	205,539	+6.3%	Shares	Defined	2026-05-12
2025-12-31	$13,293,627	193,390	-7.6%	Shares	Defined	2026-02-19
2025-09-30	$14,932,337	209,371	-53.7%	Shares	Defined	2025-11-13
2025-06-30	$28,201,168	452,522	+41.4%	Shares	Defined	2025-08-13
2025-03-31	$18,681,208	320,103	-7.3%	Shares	Defined	2025-05-12
2024-12-31	$25,506,697	345,245	+22.6%	Shares	Defined	2025-02-13
2024-09-30	$19,286,863	281,519	+181.8%	Shares	Defined	2024-11-12
2024-06-30	$5,680,482	99,903	-0.3%	Shares	Defined	2024-08-13
2024-03-31	$5,690,339	100,235	-46.4%	Shares	Defined	2024-05-14
2023-12-31	$10,491,987	186,923	-33.4%	Shares	Defined	2024-02-13
2023-09-30	$12,671,149	280,770	-10.5%	Shares	Defined	2023-11-13
2023-06-30	$14,217,580	313,577	+26.6%	Shares	Defined	2023-08-11
2023-03-31	$9,517,665	247,598	+9.7%	Shares	Defined	2023-05-12
2022-12-31	$8,662,563	225,764	-22.7%	Shares	Defined	2023-02-13
2022-09-30	$9,871,031	291,956	+12.5%	Shares	Defined	2022-11-14
2022-06-30	$10,212,544	259,531	+2.6%	Shares	Defined	2022-08-15
2022-03-31	$11,881,212	253,061	+36.0%	Shares	Defined	2022-05-16
2021-12-31	$11,628,672	186,029	+0.5%	Shares	Defined	2022-02-14
2021-09-30	$11,455,044	185,147	-8.4%	Shares	Defined	2021-11-15
2021-06-30	$11,500,142	202,147	+20.3%	Shares	Defined	2021-08-17
2021-03-31	$9,222,747	168,053	+18.9%	Shares	Defined	2021-05-17
2020-12-31	$6,610,086	141,362	+13.4%	Shares	Defined	2021-02-16
2020-09-30	$4,379,287	124,624	+21.1%	Shares	Defined	2020-11-16
2020-06-30	$3,207,080	102,923	-53.0%	Shares	Defined	2020-08-14
2020-03-31	$6,154,321	219,015	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.