Invesco Ltd. (IVZ) — Institutional Holders, Q2 2026 (page 12)
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 1,101 to 1,200. 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 1,101–1,200 of 4,375
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1101 | Dorsey & Whitney#1101 · 128,163 sh | 128,163 | $19.5M | 0.95% | -1.9% |
| 1102 | Meriwether Wealth & Planning#1102 · 844,553 sh | 844,553 | $19.5M | — | -6.6% |
| 1103 | Carmel Capital Partners#1103 · 1,065,599 sh | 1,065,599 | $19.5M | 6.43% | +0.6% |
| 1104 | Pinnacle Wealth Management Advisory Group#1104 · 94,369 sh | 94,369 | $19.5M | — | -20.6% |
| 1105 | Strid Group#1105 · 259,449 sh | 259,449 | $19.5M | — | -3.1% |
| 1106 | CAHILL FINANCIAL ADVISORS#1106 · 386,345 sh | 386,345 | $19.4M | 1.87% | -5.6% |
| 1107 | BRADLEY FOSTER & SARGENT#1107 · 96,548 sh | 96,548 | $19.4M | 0.27% | +12.3% |
| 1108 | Select Asset Management#1108 · 91,044 sh | 91,044 | $19.4M | 5.58% | +11.0% |
| 1109 | MIRAMONTES CAPITAL#1109 · 109,893 sh | 109,893 | $19.3M | — | +0.2% |
| 1110 | Humankind Investments#1110 · 326,500 sh | 326,500 | $19.3M | 9.24% | +56.2% |
| 1111 | Certified Advisory#1111 · 258,948 sh | 258,948 | $19.2M | 1.55% | -11.3% |
| 1112 | GFS Advisors#1112 · 60,357 sh | 60,357 | $19.2M | 1.11% | -53.6% |
| 1113 | Clarity Asset Management#1113 · 73,661 sh | 73,661 | $19.2M | — | +2.2% |
| 1114 | 1607 Capital Partners#1114 · 941,815 sh | 941,815 | $19.2M | 1.67% | -53.8% |
| 1115 | Lighthouse Wealth Management#1115 · 236,750 sh | 236,750 | $19.2M | — | +1.3% |
| 1116 | Allegheny Financial Group LTD#1116 · 96,638 sh | 96,638 | $19.1M | 2.03% | +9.2% |
| 1117 | Lynx Investment Advisory#1117 · 246,988 sh | 246,988 | $19.1M | — | -3.5% |
| 1118 | Sound View Wealth Advisors Group#1118 · 213,229 sh | 213,229 | $19.1M | 1.18% | +1.6% |
| 1119 | Dala Group#1119 · 112,019 sh | 112,019 | $19.1M | 15.70% | +7.5% |
| 1120 | Caldwell#1120 · 126,486 sh | 126,486 | $19.0M | 1.54% | +3.4% |
| 1121 | Financiere des Professionnels - Fonds d,investissement#1121 · 262,620 sh | 262,620 | $19.0M | 1.07% | -5.0% |
| 1122 | Markowski Investments#1122 · 204,209 sh | 204,209 | $18.9M | 4.17% | — |
| 1123 | NFJ INVESTMENT GROUP#1123 · 717,486 sh | 717,486 | $18.9M | 0.64% | New |
| 1124 | CREDIT AGRICOLE S A#1124 · 523,886 sh | 523,886 | $18.9M | 0.04% | -22.2% |
| 1125 | Argent#1125 · 151,571 sh | 151,571 | $18.9M | 0.55% | +71.6% |
| 1126 | CAPITAL FUND MANAGEMENT S.A.#1126 · 716,388 sh | 716,388 | $18.9M | 0.08% | +104.7% |
| 1127 | MARSHALL INVESTMENT MANAGEMENT#1127 · 171,975 sh | 171,975 | $18.9M | 7.85% | +2.3% |
| 1128 | Measured Wealth Private Client Group#1128 · 96,649 sh | 96,649 | $18.9M | 4.57% | -2.8% |
| 1129 | DOCK STREET ASSET MANAGEMENT#1129 · 178,334 sh | 178,334 | $18.8M | 1.74% | -18.8% |
| 1130 | Waycross Investment Management#1130 · 773,124 sh | 773,124 | $18.8M | — | +0.7% |
| 1131 | Swiss National Bank#1131 · 713,200 sh | 713,200 | $18.8M | <0.01% | +1.4% |
| 1132 | Empire Life Investments#1132 · 62,000 sh | 62,000 | $18.8M | 1.05% | 0.0% |
| 1133 | BEACON FINANCIAL PLANNING#1133 · 351,840 sh | 351,840 | $18.8M | 6.38% | -4.3% |
| 1134 | SummitTX Capital, L.P.#1134 · 88,212 sh | 88,212 | $18.8M | 0.48% | -62.4% |
| 1135 | DHJJ Financial Advisors, Ltd.#1135 · 260,487 sh | 260,487 | $18.8M | — | -6.2% |
| 1136 | EFG International AG#1136 · 111,063 sh | 111,063 | $18.7M | 0.34% | -18.4% |
| 1137 | New Harbor Financial Group#1137 · 87,977 sh | 87,977 | $18.7M | — | +3.0% |
| 1138 | ATX Financial Planning#1138 · 116,725 sh | 116,725 | $18.7M | — | +12.7% |
| 1139 | ADG Wealth Management Group#1139 · 92,761 sh | 92,761 | $18.7M | — | -3.0% |
| 1140 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM#1140 · 706,675 sh | 706,675 | $18.6M | 0.01% | +1.2% |
| 1141 | Rodgers & Associates, LTD#1141 · 285,046 sh | 285,046 | $18.6M | — | -1.5% |
| 1142 | NEW WAVE WEALTH ADVISORS#1142 · 116,129 sh | 116,129 | $18.6M | — | +128.6% |
| 1143 | Fortis Capital Advisors#1143 · 218,722 sh | 218,722 | $18.5M | 2.08% | +56.9% |
| 1144 | SEARCY FINANCIAL SERVICES#1144 · 104,831 sh | 104,831 | $18.5M | — | -1.0% |
| 1145 | Port Capital#1145 · 87,000 sh | 87,000 | $18.5M | 0.76% | -0.1% |
| 1146 | O'ROURKE & COMPANY#1146 · 204,610 sh | 204,610 | $18.5M | 6.46% | +0.6% |
| 1147 | Trajan Wealth#1147 · 907,709 sh | 907,709 | $18.5M | 0.70% | +3.2% |
| 1148 | Stelac Advisory Services#1148 · 277,582 sh | 277,582 | $18.5M | 3.44% | -12.7% |
| 1149 | Ted Buchan#1149 · 326,634 sh | 326,634 | $18.4M | — | -1.0% |
| 1150 | Prentice Wealth Management#1150 · 142,645 sh | 142,645 | $18.4M | — | +2.7% |
| 1151 | Tactive Advisors#1151 · 111,355 sh | 111,355 | $18.4M | — | +52.9% |
| 1152 | Catalyst Capital Advisors#1152 · 901,688 sh | 901,688 | $18.4M | 0.30% | 0.0% |
| 1153 | Sage Capital Management#1153 · 225,452 sh | 225,452 | $18.3M | — | -2.4% |
| 1154 | Mount Yale Investment Advisors#1154 · 336,259 sh | 336,259 | $18.3M | 0.34% | +4.8% |
| 1155 | VERUS CAPITAL PARTNERS#1155 · 357,313 sh | 357,313 | $18.3M | 0.99% | -2.0% |
| 1156 | Legal & General Group Plc#1156 · 692,931 sh | 692,931 | $18.3M | <0.01% | +1.4% |
| 1157 | PMG Wealth Management#1157 · 186,710 sh | 186,710 | $18.3M | 11.30% | +0.5% |
| 1158 | Pinnacle Wealth Management Group#1158 · 202,854 sh | 202,854 | $18.2M | — | +0.8% |
| 1159 | Advocate Investing Services#1159 · 356,992 sh | 356,992 | $18.2M | — | -1.0% |
| 1160 | VAQUERO PRIVATE WEALTH, LTD#1160 · 218,480 sh | 218,480 | $18.2M | — | — |
| 1161 | EVEXIA WEALTH#1161 · 932,759 sh | 932,759 | $18.1M | 4.91% | -20.7% |
| 1162 | CIM#1162 · 988,161 sh | 988,161 | $18.1M | 2.34% | -0.9% |
| 1163 | XML Financial#1163 · 308,048 sh | 308,048 | $18.1M | 1.32% | -1.6% |
| 1164 | Karras Company#1164 · 84,980 sh | 84,980 | $18.1M | — | -2.0% |
| 1165 | Friedenthal Financial#1165 · 434,623 sh | 434,623 | $18.0M | — | +2.7% |
| 1166 | FLPUTNAM INVESTMENT MANAGEMENT#1166 · 98,530 sh | 98,530 | $18.0M | 0.21% | +2.5% |
| 1167 | RM Financial Services#1167 · 157,097 sh | 157,097 | $18.0M | 13.35% | +5.6% |
| 1168 | MW ADVISORY#1168 · 246,184 sh | 246,184 | $18.0M | — | — |
| 1169 | MUIRFIELD WEALTH ADVISORS#1169 · 102,070 sh | 102,070 | $17.9M | 11.71% | -0.2% |
| 1170 | Curtis Advisory Group#1170 · 154,659 sh | 154,659 | $17.9M | 3.47% | +12.0% |
| 1171 | OneAscent Financial Services#1171 · 340,173 sh | 340,173 | $17.9M | 0.86% | +23.2% |
| 1172 | SSA SWISS ADVISORS AG#1172 · 204,522 sh | 204,522 | $17.9M | 6.71% | -1.9% |
| 1173 | ABSOLUTE CAPITAL MANAGEMENT#1173 · 151,713 sh | 151,713 | $17.8M | — | +32.4% |
| 1174 | Kachkovsky & Fisher#1174 · 67,835 sh | 67,835 | $17.8M | — | — |
| 1175 | QUEST INVESTMENT MANAGEMENT#1175 · 83,440 sh | 83,440 | $17.8M | 2.07% | -4.5% |
| 1176 | Marshall & Sterling Wealth Advisors#1176 · 163,538 sh | 163,538 | $17.7M | 10.51% | +12.8% |
| 1177 | Firestone Capital Management#1177 · 134,364 sh | 134,364 | $17.7M | 3.30% | +10.2% |
| 1178 | Legacy Capital Wealth Partners#1178 · 151,806 sh | 151,806 | $17.7M | — | -8.4% |
| 1179 | Rockport Wealth#1179 · 269,649 sh | 269,649 | $17.7M | 2.98% | +10.3% |
| 1180 | Park Place Capital#1180 · 83,956 sh | 83,956 | $17.7M | 2.81% | +21.9% |
| 1181 | McAdam#1181 · 350,507 sh | 350,507 | $17.6M | — | -70.7% |
| 1182 | Advisor Resource Council#1182 · 97,239 sh | 97,239 | $17.6M | 4.97% | -39.9% |
| 1183 | Mader & Shannon Wealth Management#1183 · 723,418 sh | 723,418 | $17.6M | 8.22% | +0.1% |
| 1184 | LAKE STREET PRIVATE WEALTH#1184 · 254,522 sh | 254,522 | $17.6M | — | +5.0% |
| 1185 | OVERSEA-CHINESE BANKING Ltd#1185 · 90,366 sh | 90,366 | $17.6M | 0.38% | +50.9% |
| 1186 | IPG Investment Advisors#1186 · 90,351 sh | 90,351 | $17.5M | 2.52% | +7.1% |
| 1187 | Sterling Group Wealth Management#1187 · 193,281 sh | 193,281 | $17.4M | 7.14% | -16.4% |
| 1188 | Maia Wealth#1188 · 115,495 sh | 115,495 | $17.3M | — | -17.1% |
| 1189 | Evercore Wealth Management#1189 · 104,367 sh | 104,367 | $17.3M | 0.24% | +13.7% |
| 1190 | SUMITOMO MITSUI FINANCIAL GROUP#1190 · 640,101 sh | 640,101 | $17.3M | 0.33% | -3.2% |
| 1191 | 1900 WEALTH MANAGEMENT#1191 · 309,555 sh | 309,555 | $17.3M | — | -3.5% |
| 1192 | Y-Intercept (Hong Kong) Ltd#1192 · 339,115 sh | 339,115 | $17.2M | — | -4.5% |
| 1193 | Advisory Alpha#1193 · 505,558 sh | 505,558 | $17.1M | 0.42% | -29.1% |
| 1194 | Estate Planners Group#1194 · 235,160 sh | 235,160 | $17.1M | 7.72% | -2.3% |
| 1195 | Wealth Group Ltd#1195 · 131,198 sh | 131,198 | $17.1M | — | +7.0% |
| 1196 | COLDSTREAM CAPITAL MANAGEMENT#1196 · 260,406 sh | 260,406 | $17.0M | 0.21% | -2.7% |
| 1197 | Granby Capital Management#1197 · 80,000 sh | 80,000 | $17.0M | 8.88% | 0.0% |
| 1198 | Santori & Peters#1198 · 193,825 sh | 193,825 | $17.0M | — | -0.7% |
| 1199 | ODonnell Financial Services#1199 · 55,775 sh | 55,775 | $16.9M | 4.97% | +5.8% |
| 1200 | Round Rock Advisors#1200 · 81,468 sh | 81,468 | $16.9M | 2.17% | +10.5% |
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.