Invesco Ltd. (IVZ) — Institutional Holders, Q2 2026 (page 13)
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 1,201 to 1,300. 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 1,201–1,300 of 4,375
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1201 | Diametric Capital#1201 · 225,231 sh | 225,231 | $16.9M | 1.78% | +466.9% |
| 1202 | Horizon Family Wealth#1202 · 221,741 sh | 221,741 | $16.9M | 7.69% | +6.0% |
| 1203 | Cooper Capital Advisors#1203 · 55,549 sh | 55,549 | $16.8M | 7.30% | +1.9% |
| 1204 | Refined Wealth Management#1204 · 82,375 sh | 82,375 | $16.8M | — | +0.6% |
| 1205 | Krilogy Financial#1205 · 485,291 sh | 485,291 | $16.8M | — | +3.2% |
| 1206 | Pacific Wealth Strategies Group#1206 · 753,426 sh | 753,426 | $16.8M | 9.65% | +26.2% |
| 1207 | ArborFi Advisors#1207 · 482,832 sh | 482,832 | $16.8M | 12.17% | -5.2% |
| 1208 | FLORIDA FINANCIAL ADVISORS#1208 · 111,554 sh | 111,554 | $16.8M | 2.83% | +24.2% |
| 1209 | Aft, Forsyth & Sober#1209 · 87,300 sh | 87,300 | $16.8M | 5.24% | 0.0% |
| 1210 | GUARDIAN WEALTH ADVISORS, / NC#1210 · 642,547 sh | 642,547 | $16.7M | 0.94% | 0.0% |
| 1211 | TRANSCEND WEALTH COLLECTIVE#1211 · 177,924 sh | 177,924 | $16.7M | 1.13% | +1.9% |
| 1212 | Strategies Wealth Advisors#1212 · 253,246 sh | 253,246 | $16.7M | 1.49% | +57.0% |
| 1213 | Raab & Moskowitz Asset Management#1213 · 121,143 sh | 121,143 | $16.7M | 3.36% | -0.4% |
| 1214 | Caprock Group#1214 · 123,936 sh | 123,936 | $16.7M | 0.32% | -1.8% |
| 1215 | Longview Financial Advisors#1215 · 143,133 sh | 143,133 | $16.7M | — | +1.8% |
| 1216 | S.E.E.D. Planning Group#1216 · 891,086 sh | 891,086 | $16.7M | — | +21.4% |
| 1217 | Bank Julius Baer & Ltd, Zurich#1217 · 82,996 sh | 82,996 | $16.7M | 0.04% | +15.1% |
| 1218 | COMPASS FINANCIAL MANAGEMENT#1218 · 209,243 sh | 209,243 | $16.6M | 2.00% | — |
| 1219 | Blueprint Investment Partners#1219 · 177,006 sh | 177,006 | $16.6M | — | +7.3% |
| 1220 | Mitsubishi UFJ Asset Management , Ltd.#1220 · 644,737 sh | 644,737 | $16.5M | <0.01% | +2.7% |
| 1221 | Cerro Pacific Wealth Advisors#1221 · 524,951 sh | 524,951 | $16.5M | — | +8.0% |
| 1222 | PEAK6#1222 · 401,914 sh | 401,914 | $16.5M | 0.03% | +743.2% |
| 1223 | J. M. Brown & Associates#1223 · 157,930 sh | 157,930 | $16.5M | 9.46% | — |
| 1224 | Accurate Wealth Management#1224 · 608,848 sh | 608,848 | $16.5M | — | +4.5% |
| 1225 | Patriot Financial Group Insurance Agency#1225 · 142,374 sh | 142,374 | $16.5M | — | -47.5% |
| 1226 | Vertex Planning Partners#1226 · 183,374 sh | 183,374 | $16.5M | 2.44% | +36.4% |
| 1227 | BlueStem Wealth Partners#1227 · 155,335 sh | 155,335 | $16.4M | 1.64% | +80.8% |
| 1228 | NEW ENGLAND ASSET MANAGEMENT#1228 · 77,600 sh | 77,600 | $16.4M | 1.90% | +1.9% |
| 1229 | Pine Ridge Advisers#1229 · 77,104 sh | 77,104 | $16.4M | 0.99% | +1.9% |
| 1230 | Consolidated Portfolio Review#1230 · 77,104 sh | 77,104 | $16.4M | 1.37% | +1.9% |
| 1231 | HOWLAND CAPITAL MANAGEMENT#1231 · 77,065 sh | 77,065 | $16.4M | — | +102.8% |
| 1232 | NDWM#1232 · 77,021 sh | 77,021 | $16.4M | 9.63% | +10.9% |
| 1233 | XTX Topco Ltd#1233 · 289,645 sh | 289,645 | $16.4M | 0.21% | +139.8% |
| 1234 | Beacon Capital Management#1234 · 289,295 sh | 289,295 | $16.3M | — | -64.4% |
| 1235 | Parkway Wealth Management Group#1235 · 709,768 sh | 709,768 | $16.3M | — | +1.6% |
| 1236 | E&G Advisors#1236 · 92,065 sh | 92,065 | $16.2M | — | +11.4% |
| 1237 | Madrona Financial Services#1237 · 162,157 sh | 162,157 | $16.2M | — | -2.1% |
| 1238 | Valued Retirements#1238 · 158,441 sh | 158,441 | $16.1M | 14.48% | -7.4% |
| 1239 | SPWM Advisors#1239 · 204,744 sh | 204,744 | $16.1M | 14.89% | +16.3% |
| 1240 | Walleye Partners#1240 · 75,732 sh | 75,732 | $16.1M | — | -19.7% |
| 1241 | URS Advisory#1241 · 53,123 sh | 53,123 | $16.1M | 8.96% | +8.6% |
| 1242 | GREENWOOD GEARHART#1242 · 84,058 sh | 84,058 | $16.1M | 0.75% | -67.5% |
| 1243 | ATLAS CAPITAL ADVISORS#1243 · 284,143 sh | 284,143 | $16.1M | 1.76% | +27.1% |
| 1244 | Carolina Wealth Management#1244 · 170,449 sh | 170,449 | $16.1M | 7.40% | — |
| 1245 | Traction Financial Partners#1245 · 150,407 sh | 150,407 | $15.9M | 8.46% | +1.3% |
| 1246 | Parkside Investments#1246 · 74,865 sh | 74,865 | $15.9M | — | -15.7% |
| 1247 | Financial Designs#1247 · 229,011 sh | 229,011 | $15.9M | — | -1.7% |
| 1248 | Hi-Line Capital Management#1248 · 74,679 sh | 74,679 | $15.9M | 4.47% | +6.8% |
| 1249 | FIRST UNITED BANK#1249 · 147,411 sh | 147,411 | $15.9M | — | +0.5% |
| 1250 | Duquesne Family Office#1250 · 74,400 sh | 74,400 | $15.8M | 0.30% | New |
| 1251 | Modera Wealth Management#1251 · 113,053 sh | 113,053 | $15.8M | 0.17% | -2.4% |
| 1252 | JPL Wealth Management#1252 · 296,540 sh | 296,540 | $15.8M | 3.13% | +2.4% |
| 1253 | Cherry Creek Investment Advisors#1253 · 628,797 sh | 628,797 | $15.8M | — | -7.7% |
| 1254 | Ullmann Wealth Partners Group#1254 · 157,318 sh | 157,318 | $15.8M | 1.43% | +0.2% |
| 1255 | Flagship Private Wealth#1255 · 139,706 sh | 139,706 | $15.8M | 5.57% | +1.9% |
| 1256 | One William Street Capital Management, L.P.#1256 · 770,977 sh | 770,977 | $15.7M | 6.48% | +6.3% |
| 1257 | L. Roy Papp & Associates, LLP#1257 · 74,681 sh | 74,681 | $15.7M | — | +6.0% |
| 1258 | Paulson Wealth Management#1258 · 340,434 sh | 340,434 | $15.7M | 3.33% | +1.6% |
| 1259 | Apella Capital#1259 · 608,746 sh | 608,746 | $15.6M | — | +1.4% |
| 1260 | SIMS INVESTMENT MANAGEMENT#1260 · 58,529 sh | 58,529 | $15.6M | — | +21.3% |
| 1261 | Impact Partnership Wealth#1261 · 699,920 sh | 699,920 | $15.6M | 1.52% | +13.7% |
| 1262 | Compass Financial Group, (Ohio)#1262 · 511,418 sh | 511,418 | $15.6M | — | +13.4% |
| 1263 | Journey Advisory Group#1263 · 199,573 sh | 199,573 | $15.6M | 1.19% | -0.9% |
| 1264 | Livet Wealth#1264 · 810,455 sh | 810,455 | $15.5M | — | +13.3% |
| 1265 | SSI INVESTMENT MANAGEMENT#1265 · 103,457 sh | 103,457 | $15.5M | 0.90% | +109.4% |
| 1266 | Delos Wealth Advisors#1266 · 201,917 sh | 201,917 | $15.5M | 7.93% | +4.1% |
| 1267 | Crescent Grove Advisors#1267 · 182,876 sh | 182,876 | $15.4M | — | +0.8% |
| 1268 | Kiker Wealth Management#1268 · 930,179 sh | 930,179 | $15.4M | 6.02% | -1.1% |
| 1269 | Harbor Asset Planning#1269 · 182,084 sh | 182,084 | $15.4M | — | -1.9% |
| 1270 | Jacksonville Wealth Management#1270 · 72,250 sh | 72,250 | $15.4M | 8.70% | +5.2% |
| 1271 | Sovereign Financial Group#1271 · 225,503 sh | 225,503 | $15.4M | 2.35% | +2.7% |
| 1272 | Focused Wealth Management#1272 · 72,073 sh | 72,073 | $15.3M | 1.33% | +0.4% |
| 1273 | GERBER#1273 · 94,845 sh | 94,845 | $15.3M | — | +2.0% |
| 1274 | Hoese & LLP#1274 · 171,731 sh | 171,731 | $15.3M | — | +1.4% |
| 1275 | PRUDENTIAL PLC#1275 · 622,546 sh | 622,546 | $15.3M | 0.08% | -65.9% |
| 1276 | LMCG INVESTMENTS#1276 · 228,584 sh | 228,584 | $15.2M | — | +0.4% |
| 1277 | MPWM ADVISORY SOLUTIONS#1277 · 138,880 sh | 138,880 | $15.2M | 6.96% | +4.4% |
| 1278 | FreeGulliver#1278 · 115,735 sh | 115,735 | $15.2M | 5.35% | -6.4% |
| 1279 | UPTICK PARTNERS#1279 · 195,347 sh | 195,347 | $15.2M | 2.36% | +86.7% |
| 1280 | Tandem Wealth Advisors#1280 · 71,243 sh | 71,243 | $15.2M | 6.03% | +2.0% |
| 1281 | IFS Advisors#1281 · 773,381 sh | 773,381 | $15.1M | — | +1.0% |
| 1282 | Spectrum Investment Advisors#1282 · 556,899 sh | 556,899 | $15.1M | 6.18% | +15.3% |
| 1283 | Carter Financial Group#1283 · 54,019 sh | 54,019 | $15.1M | — | -4.7% |
| 1284 | Synergy Financial Management#1284 · 208,647 sh | 208,647 | $15.0M | 1.42% | +3.9% |
| 1285 | PlanVest Financial#1285 · 145,634 sh | 145,634 | $15.0M | 10.05% | -0.9% |
| 1286 | Mechanics Bank Department#1286 · 622,614 sh | 622,614 | $15.0M | — | -11.0% |
| 1287 | Sequent Planning#1287 · 263,082 sh | 263,082 | $15.0M | 3.21% | +9.7% |
| 1288 | STRS OHIO#1288 · 566,988 sh | 566,988 | $15.0M | 0.06% | +6414.1% |
| 1289 | GHP Investment Advisors#1289 · 255,200 sh | 255,200 | $14.9M | — | -0.6% |
| 1290 | LARCH CAPITAL PARTNERS#1290 · 69,932 sh | 69,932 | $14.9M | 2.13% | +43.0% |
| 1291 | Financial Management#1291 · 147,807 sh | 147,807 | $14.8M | 12.17% | +2.9% |
| 1292 | Swiss Life Asset Management Ltd#1292 · 562,440 sh | 562,440 | $14.8M | 0.06% | New |
| 1293 | Susquehanna Portfolio Strategies#1293 · 562,086 sh | 562,086 | $14.8M | 0.24% | -2.3% |
| 1294 | Wall Street Financial Group#1294 · 55,973 sh | 55,973 | $14.8M | 7.91% | +16.3% |
| 1295 | Luken Investment Analytics#1295 · 62,030 sh | 62,030 | $14.8M | 5.17% | +5.0% |
| 1296 | RMB Capital Management#1296 · 160,120 sh | 160,120 | $14.8M | 0.23% | +0.9% |
| 1297 | Baring Financial#1297 · 64,589 sh | 64,589 | $14.8M | — | -5.5% |
| 1298 | Richmond Investment Services#1298 · 355,103 sh | 355,103 | $14.8M | 4.67% | -50.8% |
| 1299 | Whitcomb & Hess#1299 · 739,672 sh | 739,672 | $14.7M | — | +2.9% |
| 1300 | Lotus Asset Management#1300 · 48,587 sh | 48,587 | $14.7M | — | — |
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.