Position in IVZ
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$7,206,891
+$1,024,720 QoQ
Shares Held
296,702
+26.1% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026CWM, LLC holds $147,411,641 across 277 Asset Management names. IVZ ranks #7 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TROW |
Price T Rowe Group Inc
|
161,324 | $14,541,745 | |
| 2 | AMP |
Ameriprise Financial Inc
|
31,625 | $14,054,150 | |
| 3 | BLK |
BlackRock, Inc.
|
13,303 | $12,793,628 | |
| 4 | KKR |
KKR & Co. Inc.
|
121,243 | $11,214,977 | |
| 5 | BX |
Blackstone Inc.
|
89,727 | $10,317,707 | |
| 6 | NTRS |
Northern Trust Corp
|
66,054 | $9,219,156 | |
| 7 | IVZ |
Invesco Ltd.
This page
|
296,702 | $7,206,891 | |
| 8 | PFG |
Principal Financial Group Inc
|
46,458 | $4,186,330 |
All Filings in IVZ
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,206,891 | 296,702 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,182,171 | 235,332 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $4,541,821 | 197,987 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,986,215 | 125,949 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,479,293 | 163,434 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,841,758 | 162,572 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,846,943 | 105,179 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $212,402 | 14,198 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $171,457 | 10,335 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $111,678 | 6,260 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $90,125 | 6,207 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $173,227 | 10,305 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $161,326 | 9,837 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $144,495 | 8,032 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $81,501 | 5,949 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $110,232 | 6,834 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $125,008 | 5,421 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $136,301 | 5,921 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $165,859 | 6,205 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $156,490 | 6,205 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $108,153 | 6,205 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $70,799 | 6,205 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $66,765 | 6,205 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $56,341 | 6,205 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||