Invesco Ltd. (IVZ) — Institutional Holders, Q2 2026 (page 16)
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 1,501 to 1,600. 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 1,501–1,600 of 4,375
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1501 | Carmel Capital Management L.L.C.#1501 · 173,445 sh | 173,445 | $11.1M | 2.43% | +0.7% |
| 1502 | Arkos Global Advisors#1502 · 265,799 sh | 265,799 | $11.1M | 1.31% | -24.7% |
| 1503 | FIRST NATIONAL BANK OF OMAHA#1503 · 357,393 sh | 357,393 | $11.1M | 0.31% | -4.6% |
| 1504 | WESBANCO BANK#1504 · 305,595 sh | 305,595 | $11.0M | 0.27% | +4.0% |
| 1505 | One Wealth Advisors#1505 · 71,665 sh | 71,665 | $11.0M | 1.22% | -23.2% |
| 1506 | Verity Asset Management#1506 · 227,749 sh | 227,749 | $11.0M | 4.17% | +0.8% |
| 1507 | EVERPAR ADVISORS#1507 · 586,764 sh | 586,764 | $11.0M | 3.14% | +12.8% |
| 1508 | Bouvel Investment Partners#1508 · 204,067 sh | 204,067 | $11.0M | — | +2.9% |
| 1509 | Lumbard & Kellner#1509 · 51,810 sh | 51,810 | $11.0M | 3.34% | +0.4% |
| 1510 | Collaborative Wealth Managment#1510 · 147,122 sh | 147,122 | $11.0M | 4.62% | +21.9% |
| 1511 | CPA Asset Management#1511 · 178,383 sh | 178,383 | $11.0M | — | +244.6% |
| 1512 | Fosun International Ltd#1512 · 119,588 sh | 119,588 | $11.0M | 2.46% | +35.0% |
| 1513 | Blueprint Financial Advisors#1513 · 129,621 sh | 129,621 | $11.0M | — | +51.2% |
| 1514 | Pallas Capital Advisors#1514 · 86,608 sh | 86,608 | $11.0M | 0.34% | +2.7% |
| 1515 | Brookwood Investment Group#1515 · 200,430 sh | 200,430 | $10.9M | 1.23% | -15.0% |
| 1516 | Redmond Asset Management#1516 · 539,226 sh | 539,226 | $10.9M | — | +7.7% |
| 1517 | PEDDOCK CAPITAL ADVISORS#1517 · 166,473 sh | 166,473 | $10.9M | — | +0.3% |
| 1518 | Strategic Financial Concepts#1518 · 137,347 sh | 137,347 | $10.9M | 3.25% | +54.4% |
| 1519 | Farmers National Bank#1519 · 345,862 sh | 345,862 | $10.9M | 2.28% | +0.5% |
| 1520 | ZWJ INVESTMENT COUNSEL#1520 · 54,975 sh | 54,975 | $10.9M | — | +0.1% |
| 1521 | Lynch Investment Planning#1521 · 45,616 sh | 45,616 | $10.9M | — | -1.3% |
| 1522 | FIRST NATIONAL BANK & OF NEWTOWN#1522 · 545,163 sh | 545,163 | $10.8M | 2.21% | -12.8% |
| 1523 | Lansing Street Advisors#1523 · 75,509 sh | 75,509 | $10.8M | 2.29% | +12.1% |
| 1524 | LIGHTHOUSE FINANCIAL SERVICES#1524 · 176,958 sh | 176,958 | $10.8M | 2.27% | +2.3% |
| 1525 | WIMMER ASSOCIATES 1#1525 · 196,339 sh | 196,339 | $10.8M | 4.88% | +13.5% |
| 1526 | WHITTIER#1526 · 242,183 sh | 242,183 | $10.8M | 0.11% | +4.2% |
| 1527 | GROUP ONE TRADING, L.P.#1527 · 325,274 sh | 325,274 | $10.7M | 0.02% | +32.7% |
| 1528 | BLUEDOOR PRIVATE WEALTH#1528 · 88,489 sh | 88,489 | $10.7M | 4.49% | +0.5% |
| 1529 | Pure Financial Advisors#1529 · 336,099 sh | 336,099 | $10.7M | 0.14% | +4.0% |
| 1530 | ATTICUS WEALTH MANAGEMENT#1530 · 84,102 sh | 84,102 | $10.7M | — | -60.8% |
| 1531 | BLUE BELL PRIVATE WEALTH MANAGEMENT#1531 · 51,026 sh | 51,026 | $10.7M | 1.33% | -1.2% |
| 1532 | Wealth Intelligence#1532 · 204,176 sh | 204,176 | $10.6M | — | +32.5% |
| 1533 | ROMAN BUTLER FULLERTON#1533 · 106,044 sh | 106,044 | $10.6M | — | +1.5% |
| 1534 | Erickson Financial Group#1534 · 233,584 sh | 233,584 | $10.6M | 5.69% | +10.8% |
| 1535 | Joel Isaacson#1535 · 68,788 sh | 68,788 | $10.6M | 0.31% | +24.0% |
| 1536 | Oder Investment Management#1536 · 487,370 sh | 487,370 | $10.6M | 7.12% | -1.0% |
| 1537 | National Wealth Management Group#1537 · 74,662 sh | 74,662 | $10.6M | — | +4.1% |
| 1538 | Tenon Financial#1538 · 484,830 sh | 484,830 | $10.6M | — | +2.2% |
| 1539 | Grange Capital#1539 · 67,980 sh | 67,980 | $10.5M | — | -46.2% |
| 1540 | Graney & King#1540 · 50,950 sh | 50,950 | $10.5M | 3.78% | +15.4% |
| 1541 | Trueblood Wealth Management#1541 · 89,600 sh | 89,600 | $10.5M | — | +2.1% |
| 1542 | TAGStone Capital#1542 · 106,847 sh | 106,847 | $10.5M | 3.34% | +30.1% |
| 1543 | Strategic Blueprint#1543 · 122,734 sh | 122,734 | $10.5M | — | +17.8% |
| 1544 | Lantern Wealth Advisors#1544 · 66,490 sh | 66,490 | $10.5M | — | +2.0% |
| 1545 | BFSG#1545 · 121,350 sh | 121,350 | $10.5M | 0.93% | +1.9% |
| 1546 | KAVAR CAPITAL PARTNERS GROUP#1546 · 49,105 sh | 49,105 | $10.4M | 1.29% | -1.3% |
| 1547 | Banque Transatlantique SA#1547 · 554,534 sh | 554,534 | $10.4M | 0.22% | +47.2% |
| 1548 | Myriad Asset Management Advisors#1548 · 49,034 sh | 49,034 | $10.4M | 2.46% | New |
| 1549 | ADAGE CAPITAL PARTNERS GP, L.L.C.#1549 · 394,969 sh | 394,969 | $10.4M | 0.01% | +10.9% |
| 1550 | Intentional Wealth Strategies#1550 · 76,376 sh | 76,376 | $10.4M | 9.77% | -24.0% |
| 1551 | Great Diamond Partners#1551 · 93,977 sh | 93,977 | $10.4M | — | +1.3% |
| 1552 | LMG Wealth Partners#1552 · 60,963 sh | 60,963 | $10.4M | 1.66% | +2.2% |
| 1553 | GC Wealth Management RIA#1553 · 88,643 sh | 88,643 | $10.4M | 0.60% | -16.4% |
| 1554 | KINGDON CAPITAL MANAGEMENT, L.L.C.#1554 · 175,000 sh | 175,000 | $10.4M | 1.06% | New |
| 1555 | SMART Wealth#1555 · 77,967 sh | 77,967 | $10.3M | 2.23% | +44.0% |
| 1556 | Garner Asset Management#1556 · 157,732 sh | 157,732 | $10.3M | 3.35% | +22.4% |
| 1557 | Gambit Capital Management#1557 · 226,114 sh | 226,114 | $10.3M | 6.02% | -7.5% |
| 1558 | CHATHAM CAPITAL GROUP#1558 · 527,015 sh | 527,015 | $10.3M | — | -1.2% |
| 1559 | CONTINUUM WEALTH ADVISORS#1559 · 518,682 sh | 518,682 | $10.3M | — | +5.6% |
| 1560 | Manske Wealth Management#1560 · 768,330 sh | 768,330 | $10.3M | — | +14.1% |
| 1561 | Welch Financial Planning#1561 · 170,302 sh | 170,302 | $10.3M | 5.98% | +60.4% |
| 1562 | Galvin, Gaustad & Stein#1562 · 76,629 sh | 76,629 | $10.3M | — | -36.1% |
| 1563 | TABR Capital Management#1563 · 74,560 sh | 74,560 | $10.2M | — | -3.0% |
| 1564 | Connecticut Capital Management Group#1564 · 209,278 sh | 209,278 | $10.2M | 8.18% | +6.4% |
| 1565 | VANCE WEALTH#1565 · 33,509 sh | 33,509 | $10.2M | 2.29% | +0.1% |
| 1566 | SIMON QUICK ADVISORS#1566 · 420,892 sh | 420,892 | $10.1M | — | -0.3% |
| 1567 | NorthCrest Asset Manangement#1567 · 288,356 sh | 288,356 | $10.1M | — | +4.8% |
| 1568 | Concord Asset Management#1568 · 89,512 sh | 89,512 | $10.1M | 1.56% | +4.2% |
| 1569 | Envision Financial Planning#1569 · 429,052 sh | 429,052 | $10.1M | 3.29% | +5.8% |
| 1570 | GENESIS PRIVATE WEALTH#1570 · 147,962 sh | 147,962 | $10.1M | 2.84% | -3.1% |
| 1571 | New Perspectives#1571 · 33,221 sh | 33,221 | $10.1M | — | +8.5% |
| 1572 | Marshall Financial Group#1572 · 86,306 sh | 86,306 | $10.1M | 1.47% | +1.1% |
| 1573 | ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE#1573 · 493,800 sh | 493,800 | $10.1M | 0.32% | 0.0% |
| 1574 | CANADA PENSION PLAN INVESTMENT BOARD#1574 · 380,400 sh | 380,400 | $10.0M | <0.01% | -17.4% |
| 1575 | Corecam Pte. Ltd.#1575 · 88,720 sh | 88,720 | $10.0M | — | -18.5% |
| 1576 | Garda Capital Partners#1576 · 490,000 sh | 490,000 | $10.0M | 3.49% | New |
| 1577 | BlueChip Wealth Advisors#1577 · 49,251 sh | 49,251 | $9.9M | 3.75% | +3.3% |
| 1578 | Fire Capital Management#1578 · 46,489 sh | 46,489 | $9.9M | — | +3.6% |
| 1579 | BRITISH COLUMBIA INVESTMENT MANAGEMENT#1579 · 485,000 sh | 485,000 | $9.9M | 0.06% | -8.8% |
| 1580 | Prairiewood Capital#1580 · 680,072 sh | 680,072 | $9.9M | — | -3.2% |
| 1581 | Reyes Financial Architecture#1581 · 57,697 sh | 57,697 | $9.9M | — | +147.1% |
| 1582 | Archer Investment Management#1582 · 395,920 sh | 395,920 | $9.9M | — | +48.2% |
| 1583 | LeClair Wealth Partners#1583 · 506,941 sh | 506,941 | $9.9M | 5.11% | -19.6% |
| 1584 | Insight Wealth Partners#1584 · 347,975 sh | 347,975 | $9.9M | — | -8.7% |
| 1585 | RASP WEALTH SOLUTIONS#1585 · 100,781 sh | 100,781 | $9.8M | 3.28% | — |
| 1586 | Madrid Financial Services#1586 · 55,691 sh | 55,691 | $9.8M | 5.21% | +7.9% |
| 1587 | Proactive Wealth Strategies#1587 · 147,452 sh | 147,452 | $9.8M | 1.58% | -0.8% |
| 1588 | Diesslin Group#1588 · 51,040 sh | 51,040 | $9.8M | — | +13.1% |
| 1589 | Hartford Financial Management#1589 · 161,890 sh | 161,890 | $9.8M | — | -0.5% |
| 1590 | INVESTMENT MANAGEMENT /VA#1590 · 56,060 sh | 56,060 | $9.8M | 8.18% | -40.6% |
| 1591 | APG Asset Management US#1591 · 480,000 sh | 480,000 | $9.8M | 0.07% | 0.0% |
| 1592 | WHITTIER OF NEVADA#1592 · 145,045 sh | 145,045 | $9.7M | 0.18% | -19.7% |
| 1593 | Nitorum Capital, L.P.#1593 · 45,800 sh | 45,800 | $9.7M | 6.64% | New |
| 1594 | Woodside Wealth Management#1594 · 178,633 sh | 178,633 | $9.7M | — | +0.3% |
| 1595 | DeDora Capital#1595 · 45,632 sh | 45,632 | $9.7M | — | -1.9% |
| 1596 | AGH Wealth Advisors#1596 · 72,833 sh | 72,833 | $9.7M | — | +3.5% |
| 1597 | Raub Brock Capital Management#1597 · 35,198 sh | 35,198 | $9.7M | — | +8.6% |
| 1598 | Fifth Third Wealth Advisors#1598 · 72,870 sh | 72,870 | $9.7M | — | +107.4% |
| 1599 | HT Partners#1599 · 33,007 sh | 33,007 | $9.7M | — | -15.4% |
| 1600 | Alexis Investment Partners#1600 · 45,405 sh | 45,405 | $9.7M | 5.66% | +11.0% |
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.