Invesco Ltd. (IVZ) — Institutional Holders, Q2 2026
4,375 institutional investment managers reported a IVZ position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $269.0B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
IVZ 13F holders ranked 1–100 of 4,375
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY#1 · 260,635,268 sh | 260,635,268 | $18.5B | 0.98% | +2.5% |
| 2 | BANK OF AMERICA#2 · 343,851,755 sh | 343,851,755 | $17.5B | 1.13% | +4.6% |
| 3 | LPL Financial#3 · 244,566,424 sh | 244,566,424 | $17.1B | 3.83% | +6.5% |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#4 · 57,441,633 sh | 57,441,633 | $8.9B | 4.77% | +3.9% |
| 5 | Invesco Ltd.#5 · 146,757,120 sh | 146,757,120 | $7.2B | 0.57% | -14.3% |
| 6 | WELLS FARGO & COMPANY#6 · 181,475,459 sh | 181,475,459 | $7.1B | 1.14% | -17.6% |
| 7 | RAYMOND JAMES FINANCIAL#7 · 97,808,868 sh | 97,808,868 | $6.0B | 1.62% | +4.9% |
| 8 | ENVESTNET ASSET MANAGEMENT#8 · 64,253,844 sh | 64,253,844 | $5.7B | 1.34% | +4.9% |
| 9 | UBS Group AG#9 · 117,043,252 sh | 117,043,252 | $5.5B | 0.71% | -6.0% |
| 10 | CI INVESTMENTS#10 · 25,667,328 sh | 25,667,328 | $5.3B | 16.86% | +3015.4% |
| 11 | AMERIPRISE FINANCIAL#11 · 67,835,670 sh | 67,835,670 | $5.2B | 1.05% | +1.5% |
| 12 | JPMORGAN CHASE#12 · 56,710,259 sh | 56,710,259 | $3.5B | 0.19% | +58.8% |
| 13 | GOLDMAN SACHS GROUP#13 · 43,870,927 sh | 43,870,927 | $3.3B | 0.28% | +11.5% |
| 14 | OSAIC#14 · 44,545,598 sh | 44,545,598 | $3.2B | 3.80% | +7.6% |
| 15 | Cetera Investment Advisers#15 · 35,767,425 sh | 35,767,425 | $3.0B | 2.76% | +14.7% |
| 16 | ROYAL BANK OF CANADA#16 · 46,026,809 sh | 46,026,809 | $2.9B | 0.44% | +6.5% |
| 17 | JONES FINANCIAL COMPANIES LLLP#17 · 27,640,688 sh | 27,640,688 | $2.8B | 1.13% | +22.0% |
| 18 | Lido Advisors#18 · 126,719,618 sh | 126,719,618 | $2.6B | 7.07% | -14.7% |
| 19 | MASSACHUSETTS MUTUAL LIFE INSURANCE#19 · 81,332,319 sh | 81,332,319 | $2.1B | 90.22% | 0.0% |
| 20 | COMMONWEALTH EQUITY SERVICES#20 · 23,729,261 sh | 23,729,261 | $2.0B | 2.57% | +0.5% |
| 21 | STATE OF WISCONSIN INVESTMENT BOARD#21 · 23,166,404 sh | 23,166,404 | $1.9B | 3.87% | +83.8% |
| 22 | VANTAGEPOINT INVESTMENT ADVISERS#22 · 12,439,468 sh | 12,439,468 | $1.9B | — | -1.3% |
| 23 | Equitable#23 · 23,564,144 sh | 23,564,144 | $1.8B | 6.87% | +110.6% |
| 24 | FMR#24 · 15,481,891 sh | 15,481,891 | $1.7B | 0.07% | +6.7% |
| 25 | Bank of New York Mellon#25 · 27,905,325 sh | 27,905,325 | $1.7B | 0.27% | -2.5% |
| 26 | HighTower Advisors#26 · 20,351,093 sh | 20,351,093 | $1.6B | 1.57% | -2.9% |
| 27 | First Command Advisory Services#27 · 6,544,589 sh | 6,544,589 | $1.5B | 8.95% | -9.5% |
| 28 | WEALTH ENHANCEMENT ADVISORY SERVICES#28 · 20,420,618 sh | 20,420,618 | $1.5B | — | +5.1% |
| 29 | PNC FINANCIAL SERVICES GROUP#29 · 13,568,235 sh | 13,568,235 | $1.4B | 0.72% | -1.0% |
| 30 | BlackRock#30 · 56,504,523 sh | 56,504,523 | $1.4B | 0.02% | -0.6% |
| 31 | Cambridge Investment Research Advisors#31 · 19,500,780 sh | 19,500,780 | $1.4B | 3.20% | +3.7% |
| 32 | MEITAV INVESTMENT HOUSE LTD#32 · 6,054,244 sh | 6,054,244 | $1.4B | 9.50% | +53.2% |
| 33 | MML INVESTORS SERVICES#33 · 21,928,641 sh | 21,928,641 | $1.3B | 2.69% | +26.1% |
| 34 | Clal Insurance Enterprises Ltd#34 · 7,669,463 sh | 7,669,463 | $1.3B | 5.68% | +18.4% |
| 35 | Private Advisor Group#35 · 15,605,119 sh | 15,605,119 | $1.3B | 5.77% | +11.8% |
| 36 | CHARLES SCHWAB INVESTMENT MANAGEMENT#36 · 30,942,277 sh | 30,942,277 | $1.2B | 0.16% | -0.6% |
| 37 | Cerity Partners#37 · 7,971,972 sh | 7,971,972 | $1.1B | 1.33% | +4.1% |
| 38 | Cresset Asset Management#38 · 6,599,695 sh | 6,599,695 | $1.1B | 3.94% | +2.5% |
| 39 | STIFEL FINANCIAL#39 · 17,862,423 sh | 17,862,423 | $1.0B | 0.86% | +2.2% |
| 40 | TRUIST FINANCIAL#40 · 11,082,281 sh | 11,082,281 | $1.0B | 1.22% | +8.9% |
| 41 | National Mutual Insurance Federation of Agricultural Coopera#41 · 3,322,000 sh | 3,322,000 | $1.0B | 6.58% | +23.4% |
| 42 | Aptus Capital Advisors#42 · 42,025,895 sh | 42,025,895 | $918.7M | 6.29% | +4.1% |
| 43 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC#43 · 3,978,321 sh | 3,978,321 | $846.5M | 1.21% | +294.8% |
| 44 | CLIFTONLARSONALLEN WEALTH ADVISORS#44 · 12,046,397 sh | 12,046,397 | $790.7M | — | -0.3% |
| 45 | Kestra Advisory Services#45 · 13,376,069 sh | 13,376,069 | $768.1M | 2.48% | +35.8% |
| 46 | VANGUARD CAPITAL MANAGEMENT#46 · 28,104,027 sh | 28,104,027 | $741.7M | 0.02% | +0.5% |
| 47 | Waverly Advisors#47 · 18,619,035 sh | 18,619,035 | $733.3M | 4.25% | +210.7% |
| 48 | Janney Montgomery Scott#48 · 12,946,359 sh | 12,946,359 | $711.9M | 1.38% | +9.8% |
| 49 | Rockefeller Capital Management L.P.#49 · 8,768,992 sh | 8,768,992 | $700.5M | 1.07% | +9.5% |
| 50 | Empower Advisory Group#50 · 33,472,406 sh | 33,472,406 | $672.2M | 1.60% | -4.8% |
| 51 | Focus Partners Wealth#51 · 6,367,308 sh | 6,367,308 | $659.6M | 0.68% | -44.6% |
| 52 | NewEdge Advisors#52 · 10,372,136 sh | 10,372,136 | $658.4M | 1.96% | +234.0% |
| 53 | MAI Capital Management#53 · 19,153,088 sh | 19,153,088 | $637.8M | 2.40% | +6.0% |
| 54 | TEXAS PERMANENT SCHOOL FUND#54 · 2,953,696 sh | 2,953,696 | $628.5M | 27.86% | -46.0% |
| 55 | STATE STREET#55 · 26,678,356 sh | 26,678,356 | $600.1M | 0.02% | +4.0% |
| 56 | Integrated Wealth Concepts#56 · 9,158,069 sh | 9,158,069 | $585.7M | 2.85% | +85.2% |
| 57 | CITIGROUP#57 · 5,865,995 sh | 5,865,995 | $581.1M | 0.19% | -31.9% |
| 58 | DIMENSIONAL FUND ADVISORS#58 · 21,716,982 sh | 21,716,982 | $573.1M | 0.10% | +1.7% |
| 59 | Varma Mutual Pension Insurance#59 · 2,673,800 sh | 2,673,800 | $568.9M | 3.01% | New |
| 60 | Wealthfront Advisers#60 · 18,421,169 sh | 18,421,169 | $545.9M | 1.05% | +0.6% |
| 61 | Brookstone Capital Management#61 · 13,248,018 sh | 13,248,018 | $541.9M | — | -3.0% |
| 62 | Japan Science & Technology Agency#62 · 2,541,932 sh | 2,541,932 | $540.8M | — | -10.6% |
| 63 | Fusion Family Wealth#63 · 8,529,642 sh | 8,529,642 | $521.4M | 34.64% | +0.3% |
| 64 | AQR CAPITAL MANAGEMENT#64 · 14,574,999 sh | 14,574,999 | $518.5M | 0.18% | +2.6% |
| 65 | Mariner#65 · 7,254,081 sh | 7,254,081 | $518.4M | 0.54% | -24.6% |
| 66 | BLAIR WILLIAM#66 · 3,388,228 sh | 3,388,228 | $514.5M | 1.34% | +13.9% |
| 67 | Fisher Asset Management#67 · 7,236,625 sh | 7,236,625 | $500.7M | 0.15% | +2.9% |
| 68 | Phoenix Financial Ltd.#68 · 2,330,950 sh | 2,330,950 | $491.1M | 3.35% | +11.2% |
| 69 | VANGUARD PORTFOLIO MANAGEMENT#69 · 18,458,992 sh | 18,458,992 | $487.1M | 0.02% | -4.2% |
| 70 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS#70 · 2,288,026 sh | 2,288,026 | $468.6M | 2.28% | +19.1% |
| 71 | MILLENNIUM MANAGEMENT#71 · 17,141,940 sh | 17,141,940 | $465.0M | 0.17% | -21.8% |
| 72 | Clearstead Advisors#72 · 17,760,660 sh | 17,760,660 | $457.2M | 4.32% | -2.0% |
| 73 | Heritage Wealth Advisors#73 · 4,990,218 sh | 4,990,218 | $449.8M | 15.44% | +6.2% |
| 74 | TWO SIGMA INVESTMENTS#74 · 5,845,269 sh | 5,845,269 | $449.2M | 0.33% | -23.5% |
| 75 | THRIVENT FINANCIAL FOR LUTHERANS#75 · 6,636,296 sh | 6,636,296 | $443.8M | 0.75% | +17.4% |
| 76 | BNP PARIBAS FINANCIAL MARKETS#76 · 6,523,063 sh | 6,523,063 | $433.0M | 0.15% | -39.5% |
| 77 | Sanctuary Advisors#77 · 7,863,169 sh | 7,863,169 | $426.9M | 1.98% | -10.1% |
| 78 | Gerber Kawasaki Wealth & Investment Management#78 · 4,280,586 sh | 4,280,586 | $405.6M | 10.83% | +6.4% |
| 79 | BlueCrest Capital Management Ltd#79 · 1,883,424 sh | 1,883,424 | $400.7M | 13.20% | New |
| 80 | KEYBANK NATIONAL ASSOCIATION#80 · 2,473,046 sh | 2,473,046 | $398.8M | 1.31% | -6.4% |
| 81 | MKP Capital Management, L.L.C.#81 · 1,806,000 sh | 1,806,000 | $384.3M | 10.39% | New |
| 82 | Migdal Insurance & Financial Ltd.#82 · 3,180,599 sh | 3,180,599 | $382.9M | 2.45% | -24.8% |
| 83 | BARCLAYS PLC#83 · 10,694,683 sh | 10,694,683 | $381.0M | 0.07% | +59.6% |
| 84 | Baird Financial Group#84 · 11,464,575 sh | 11,464,575 | $366.0M | 0.50% | +22.7% |
| 85 | Balentine#85 · 5,246,571 sh | 5,246,571 | $363.5M | 12.92% | +0.8% |
| 86 | Treasurer of the State of North Carolina#86 · 14,532,134 sh | 14,532,134 | $353.6M | 0.91% | +9227.5% |
| 87 | MERCER GLOBAL ADVISORS#87 · 6,831,015 sh | 6,831,015 | $340.2M | 0.42% | -7.2% |
| 88 | Summit Trail Advisors#88 · 2,995,841 sh | 2,995,841 | $339.3M | 4.27% | +31.7% |
| 89 | Stratos Wealth Partners, LTD.#89 · 3,247,856 sh | 3,247,856 | $335.2M | 3.37% | +10.3% |
| 90 | HEALTHCARE OF ONTARIO PENSION PLAN FUND#90 · 3,018,515 sh | 3,018,515 | $330.2M | 0.46% | +69.8% |
| 91 | GEODE CAPITAL MANAGEMENT#91 · 12,503,038 sh | 12,503,038 | $329.4M | 0.02% | -2.6% |
| 92 | Norinchukin Bank, The#92 · 1,109,657 sh | 1,109,657 | $328.0M | 3.19% | +30.4% |
| 93 | WILEY BROS.-AINTREE CAPITAL#93 · 9,143,098 sh | 9,143,098 | $326.7M | 1.34% | +11.9% |
| 94 | Creative Planning#94 · 4,594,701 sh | 4,594,701 | $319.1M | 0.19% | -6.5% |
| 95 | SUMITOMO LIFE INSURANCE#95 · 7,489,034 sh | 7,489,034 | $318.1M | 5.20% | +299.8% |
| 96 | Allworth Financial#96 · 7,378,480 sh | 7,378,480 | $310.1M | 1.32% | -5.4% |
| 97 | Union Bankshares#97 · 14,708,936 sh | 14,708,936 | $308.5M | 5.16% | +18.1% |
| 98 | Baltimore-Washington Financial Advisors#98 · 3,178,839 sh | 3,178,839 | $308.1M | 11.52% | +54.2% |
| 99 | Annex Advisory Services#99 · 9,038,378 sh | 9,038,378 | $303.0M | — | +15.7% |
| 100 | Modern Wealth Management#100 · 4,969,229 sh | 4,969,229 | $301.9M | 3.60% | +15.2% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.