Invesco Ltd. (IVZ) — Institutional Holders, Q2 2026 (page 11)
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 1,001 to 1,100. 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 1,001–1,100 of 4,375
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1001 | Hobbs Group Advisors#1001 · 654,378 sh | 654,378 | $23.0M | 6.06% | -1.6% |
| 1002 | Crews Bank#1002 · 313,247 sh | 313,247 | $23.0M | 3.00% | -2.3% |
| 1003 | Graves-Light Private Wealth Management#1003 · 258,960 sh | 258,960 | $22.9M | — | -1.7% |
| 1004 | Bawa N Mallick#1004 · 256,016 sh | 256,016 | $22.9M | 7.41% | +1.3% |
| 1005 | JUNCTURE WEALTH STRATEGIES#1005 · 129,770 sh | 129,770 | $22.8M | — | +27.7% |
| 1006 | Div Capital Phoenix Assets Ltd#1006 · 75,000 sh | 75,000 | $22.7M | — | New |
| 1007 | Kopp Family Office#1007 · 106,723 sh | 106,723 | $22.7M | — | +1.0% |
| 1008 | XY Planning Network#1008 · 390,492 sh | 390,492 | $22.7M | — | +8.6% |
| 1009 | YHB Investment Advisors#1009 · 180,971 sh | 180,971 | $22.7M | — | +12.0% |
| 1010 | FEDERATED HERMES#1010 · 1,107,698 sh | 1,107,698 | $22.6M | 0.03% | +4.2% |
| 1011 | RAELIPSKIE PARTNERSHIP#1011 · 105,761 sh | 105,761 | $22.5M | 8.50% | +0.6% |
| 1012 | Modus Advisors#1012 · 84,746 sh | 84,746 | $22.5M | 5.56% | +0.2% |
| 1013 | Presidio Capital Management#1013 · 123,300 sh | 123,300 | $22.5M | 5.63% | +35.5% |
| 1014 | CSS#1014 · 117,545 sh | 117,545 | $22.5M | 0.88% | -26.3% |
| 1015 | Optiver Holding B.V.#1015 · 78,929 sh | 78,929 | $22.5M | <0.01% | New |
| 1016 | PERRYMAN FINANCIAL ADVISORY#1016 · 251,563 sh | 251,563 | $22.5M | — | -4.2% |
| 1017 | PATTEN & PATTEN#1017 · 277,786 sh | 277,786 | $22.5M | — | +8.7% |
| 1018 | Davidson Kahn Capital Management#1018 · 105,522 sh | 105,522 | $22.5M | — | +7.0% |
| 1019 | Meridian Financial Advisors#1019 · 181,762 sh | 181,762 | $22.4M | — | +15.6% |
| 1020 | Archer Investment#1020 · 158,389 sh | 158,389 | $22.4M | 4.40% | +0.1% |
| 1021 | HIGHLINE WEALTH PARTNERS#1021 · 75,977 sh | 75,977 | $22.4M | — | -0.9% |
| 1022 | Fiduciary Alliance#1022 · 315,896 sh | 315,896 | $22.3M | — | -0.2% |
| 1023 | HANCOCK WHITNEY#1023 · 402,473 sh | 402,473 | $22.2M | 0.37% | -3.5% |
| 1024 | COFG Advisors#1024 · 122,511 sh | 122,511 | $22.2M | 3.83% | +46.1% |
| 1025 | FIRST HORIZON NATIONAL#1025 · 233,901 sh | 233,901 | $22.2M | — | +10.3% |
| 1026 | RETIREMENT PLANNING GROUP, / NY#1026 · 161,794 sh | 161,794 | $22.2M | 12.07% | +6.5% |
| 1027 | LYNX CAPITAL GROUP LTD#1027 · 203,467 sh | 203,467 | $22.1M | 8.93% | +31.9% |
| 1028 | Evolution Wealth Advisors#1028 · 658,356 sh | 658,356 | $22.1M | 2.58% | +0.8% |
| 1029 | Bell Investment Advisors#1029 · 405,213 sh | 405,213 | $22.1M | 3.24% | -1.8% |
| 1030 | OPTIMA CAPITAL#1030 · 201,209 sh | 201,209 | $22.0M | 8.69% | +8.1% |
| 1031 | Pachira Investments#1031 · 142,673 sh | 142,673 | $21.9M | — | +15.4% |
| 1032 | Tortoise Investment Management#1032 · 815,827 sh | 815,827 | $21.8M | 1.63% | +5.4% |
| 1033 | Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD#1033 · 220,827 sh | 220,827 | $21.8M | 2.69% | 0.0% |
| 1034 | Schwallier Wealth Management#1034 · 249,867 sh | 249,867 | $21.6M | 13.64% | -43.1% |
| 1035 | Future Financial Wealth Managment#1035 · 90,000 sh | 90,000 | $21.5M | — | -3.9% |
| 1036 | Paller Financial Services#1036 · 161,317 sh | 161,317 | $21.5M | — | -6.8% |
| 1037 | Ruggaard & Associates#1037 · 180,583 sh | 180,583 | $21.5M | 7.70% | -2.7% |
| 1038 | Tennessee Valley Asset Management Partners#1038 · 353,562 sh | 353,562 | $21.4M | 2.36% | +32.8% |
| 1039 | Johnson Bixby & Associates#1039 · 327,865 sh | 327,865 | $21.4M | — | +1.5% |
| 1040 | David Kennon#1040 · 117,017 sh | 117,017 | $21.3M | — | +102.4% |
| 1041 | JBF Capital#1041 · 100,000 sh | 100,000 | $21.3M | 2.79% | +100.0% |
| 1042 | Maridea Wealth Management#1042 · 204,479 sh | 204,479 | $21.3M | 2.30% | -36.1% |
| 1043 | WealthPlan Investment Management#1043 · 208,404 sh | 208,404 | $21.3M | — | +9.4% |
| 1044 | Symphony Financial, Ltd.#1044 · 525,656 sh | 525,656 | $21.2M | — | +5.8% |
| 1045 | Bay Colony Advisory Group, d/b/a Bay Colony Advisors#1045 · 416,778 sh | 416,778 | $21.2M | 2.35% | -0.7% |
| 1046 | Pioneer Family Office#1046 · 128,024 sh | 128,024 | $21.2M | 10.91% | +954.7% |
| 1047 | Uniting Wealth Partners#1047 · 157,538 sh | 157,538 | $21.2M | 4.30% | +86.0% |
| 1048 | NBC SECURITIES#1048 · 289,732 sh | 289,732 | $21.1M | — | -7.1% |
| 1049 | Winthrop Advisory Group#1049 · 72,002 sh | 72,002 | $21.1M | — | +46.0% |
| 1050 | Intrua Financial#1050 · 286,664 sh | 286,664 | $21.1M | 1.93% | +0.3% |
| 1051 | Wealth Forward#1051 · 99,149 sh | 99,149 | $21.1M | — | -0.6% |
| 1052 | Bison Wealth#1052 · 332,828 sh | 332,828 | $21.1M | — | -4.4% |
| 1053 | JFS WEALTH ADVISORS#1053 · 280,785 sh | 280,785 | $21.0M | 1.05% | +1.5% |
| 1054 | Donoghue Forlines#1054 · 1,030,334 sh | 1,030,334 | $21.0M | 5.43% | New |
| 1055 | Peak Planning Group#1055 · 122,898 sh | 122,898 | $21.0M | 4.73% | +9.6% |
| 1056 | ARQ WEALTH ADVISORS#1056 · 378,867 sh | 378,867 | $21.0M | 2.60% | +57.7% |
| 1057 | Trivium Point Advisory#1057 · 124,630 sh | 124,630 | $20.9M | 1.90% | +140.2% |
| 1058 | Able Wealth Management#1058 · 180,327 sh | 180,327 | $20.9M | — | -28.0% |
| 1059 | Hennion & Walsh Asset Management#1059 · 802,595 sh | 802,595 | $20.9M | — | +5.7% |
| 1060 | Trexquant Investment#1060 · 781,028 sh | 781,028 | $20.8M | 0.12% | +1446.3% |
| 1061 | Yoder Wealth Management#1061 · 414,266 sh | 414,266 | $20.7M | — | +0.9% |
| 1062 | Wagner Wealth Management#1062 · 584,473 sh | 584,473 | $20.7M | — | +2.6% |
| 1063 | CAP Partners#1063 · 100,186 sh | 100,186 | $20.7M | — | +4.5% |
| 1064 | Hutchens & Kramer Investment Management Group#1064 · 183,011 sh | 183,011 | $20.6M | — | +1.9% |
| 1065 | MOR Wealth Management#1065 · 219,402 sh | 219,402 | $20.6M | 8.21% | -4.7% |
| 1066 | Trinity Legacy Partners#1066 · 1,041,151 sh | 1,041,151 | $20.5M | 4.10% | +8.8% |
| 1067 | WBH ADVISORY#1067 · 173,236 sh | 173,236 | $20.5M | 1.38% | +24.4% |
| 1068 | Shepherd Financial Partners#1068 · 700,091 sh | 700,091 | $20.5M | 1.69% | +51.1% |
| 1069 | TWO SIGMA SECURITIES#1069 · 301,119 sh | 301,119 | $20.5M | 1.77% | -7.3% |
| 1070 | Lantz Financial#1070 · 1,041,572 sh | 1,041,572 | $20.5M | — | +3.3% |
| 1071 | Royal Harbor Partners#1071 · 319,130 sh | 319,130 | $20.5M | 6.35% | +2.3% |
| 1072 | Virtue Capital Management#1072 · 254,516 sh | 254,516 | $20.5M | 2.73% | +33.0% |
| 1073 | Central Pacific Bank - Division#1073 · 90,074 sh | 90,074 | $20.5M | — | +82.9% |
| 1074 | Consolidated Planning#1074 · 338,957 sh | 338,957 | $20.4M | — | +0.6% |
| 1075 | Rehmann Capital Advisory Group#1075 · 106,730 sh | 106,730 | $20.4M | 0.93% | +5.6% |
| 1076 | Wingate Wealth Advisors#1076 · 554,353 sh | 554,353 | $20.4M | — | +13.5% |
| 1077 | Three Cord True Wealth Management#1077 · 328,822 sh | 328,822 | $20.3M | 9.68% | +7.9% |
| 1078 | GOULD ASSET MANAGEMENT#1078 · 805,162 sh | 805,162 | $20.3M | 3.20% | +4.8% |
| 1079 | New Insight Wealth Advisors#1079 · 172,932 sh | 172,932 | $20.3M | 5.98% | +17.0% |
| 1080 | Baker Ellis Asset Management#1080 · 330,881 sh | 330,881 | $20.3M | — | -0.9% |
| 1081 | Amplius Wealth Advisors#1081 · 286,734 sh | 286,734 | $20.1M | — | +11.6% |
| 1082 | Bauman Advisory Group#1082 · 80,309 sh | 80,309 | $20.1M | 10.66% | -21.1% |
| 1083 | Professional Financial Advisors#1083 · 251,994 sh | 251,994 | $20.1M | — | +1.0% |
| 1084 | Well Done#1084 · 234,450 sh | 234,450 | $20.0M | — | -8.2% |
| 1085 | Mascagni Wealth Management#1085 · 157,158 sh | 157,158 | $20.0M | — | +6.6% |
| 1086 | CONFLUENCE INVESTMENT MANAGEMENT#1086 · 821,463 sh | 821,463 | $19.9M | — | -7.4% |
| 1087 | B&D White Capital Company#1087 · 65,674 sh | 65,674 | $19.9M | 1.98% | -1.2% |
| 1088 | Milestones Private Investment Advisors#1088 · 604,588 sh | 604,588 | $19.9M | — | +0.2% |
| 1089 | SYKON CAPITAL#1089 · 269,909 sh | 269,909 | $19.9M | 6.12% | -47.2% |
| 1090 | Procyon Advisors#1090 · 92,819 sh | 92,819 | $19.8M | — | -5.0% |
| 1091 | DORVAL#1091 · 285,448 sh | 285,448 | $19.8M | 5.71% | +2.8% |
| 1092 | LOWERY THOMAS#1092 · 91,120 sh | 91,120 | $19.8M | 9.67% | +2.1% |
| 1093 | Willis Investment Counsel#1093 · 92,880 sh | 92,880 | $19.8M | — | +15.1% |
| 1094 | LeConte Wealth Management#1094 · 92,833 sh | 92,833 | $19.8M | — | -4.4% |
| 1095 | CFS Investment Advisory Services#1095 · 141,831 sh | 141,831 | $19.7M | — | -30.3% |
| 1096 | HARBOR INVESTMENT ADVISORY#1096 · 132,983 sh | 132,983 | $19.7M | — | +0.9% |
| 1097 | Synergy Investment Management#1097 · 370,062 sh | 370,062 | $19.7M | 4.76% | -2.8% |
| 1098 | Kraft, Davis & Associates#1098 · 159,496 sh | 159,496 | $19.6M | — | +66.5% |
| 1099 | Montz Harcus Wealth Management#1099 · 351,616 sh | 351,616 | $19.6M | — | +4.8% |
| 1100 | Fourth Dimension Wealth#1100 · 140,386 sh | 140,386 | $19.5M | 6.18% | +165.7% |
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.