Invesco Ltd. (IVZ) — Institutional Holders, Q2 2026 (page 17)
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 1,601 to 1,700. 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 1,601–1,700 of 4,375
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1601 | Verdence Capital Advisors#1601 · 149,482 sh | 149,482 | $9.6M | — | -12.2% |
| 1602 | Appalachian Capital Management Ltd#1602 · 71,740 sh | 71,740 | $9.6M | — | +0.4% |
| 1603 | CMG Global#1603 · 45,186 sh | 45,186 | $9.6M | — | +3.6% |
| 1604 | Westover Capital Advisors#1604 · 389,176 sh | 389,176 | $9.6M | — | +0.8% |
| 1605 | MENORA MIVTACHIM LTD.#1605 · 58,217 sh | 58,217 | $9.6M | 0.04% | -9.3% |
| 1606 | Choate Investment Advisors#1606 · 68,845 sh | 68,845 | $9.6M | 0.17% | -4.4% |
| 1607 | SEMITAM BONAM#1607 · 508,904 sh | 508,904 | $9.6M | — | +2.9% |
| 1608 | IMC-Chicago#1608 · 177,387 sh | 177,387 | $9.6M | <0.01% | +39.3% |
| 1609 | Marble Wealth#1609 · 125,520 sh | 125,520 | $9.5M | 1.46% | +6.0% |
| 1610 | Live Oak Private Wealth#1610 · 326,028 sh | 326,028 | $9.5M | 1.19% | -4.7% |
| 1611 | JHP Wealth Management#1611 · 91,417 sh | 91,417 | $9.5M | 7.80% | +13.6% |
| 1612 | Richard W. Paul & Associates#1612 · 43,888 sh | 43,888 | $9.5M | 2.91% | +2.7% |
| 1613 | IBEX WEALTH ADVISORS#1613 · 410,716 sh | 410,716 | $9.5M | 0.74% | +1.3% |
| 1614 | Atlantic Edge Private Wealth Management#1614 · 57,469 sh | 57,469 | $9.5M | — | +1.7% |
| 1615 | BNP Paribas Asset Management Holding S.A.#1615 · 108,023 sh | 108,023 | $9.5M | <0.01% | +106.3% |
| 1616 | Noble Wealth Management PBC#1616 · 79,543 sh | 79,543 | $9.5M | — | +34.7% |
| 1617 | FORESIGHT CAPITAL MANAGEMENT ADVISORS#1617 · 179,978 sh | 179,978 | $9.5M | — | +2.9% |
| 1618 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM#1618 · 358,025 sh | 358,025 | $9.4M | 0.02% | -3.2% |
| 1619 | Legacy Financial Strategies#1619 · 57,550 sh | 57,550 | $9.4M | — | +7.9% |
| 1620 | Hegarty Advisors#1620 · 41,406 sh | 41,406 | $9.4M | — | +21.2% |
| 1621 | Acorn Wealth Advisors#1621 · 103,550 sh | 103,550 | $9.4M | — | +3.3% |
| 1622 | RAINIER FAMILY WEALTH#1622 · 38,116 sh | 38,116 | $9.4M | 5.35% | +101.1% |
| 1623 | NATIXIS#1623 · 216,553 sh | 216,553 | $9.4M | 0.04% | +568.6% |
| 1624 | Valmark Advisers#1624 · 129,617 sh | 129,617 | $9.4M | 0.10% | -14.8% |
| 1625 | Wagner Wealth Management#1625 · 371,978 sh | 371,978 | $9.4M | — | -3.2% |
| 1626 | Hilltop National Bank#1626 · 59,040 sh | 59,040 | $9.4M | — | +0.3% |
| 1627 | FOCUS Wealth Advisors#1627 · 122,405 sh | 122,405 | $9.3M | — | +21.5% |
| 1628 | TTP Investments#1628 · 100,299 sh | 100,299 | $9.3M | 3.78% | New |
| 1629 | CARLSON FINANCIAL#1629 · 103,357 sh | 103,357 | $9.3M | 4.76% | -6.4% |
| 1630 | Nicollet Investment Management#1630 · 43,786 sh | 43,786 | $9.3M | — | +2.6% |
| 1631 | Intesa Sanpaolo Wealth Management#1631 · 47,658 sh | 47,658 | $9.3M | — | +412.7% |
| 1632 | Cape Investment Advisory#1632 · 58,108 sh | 58,108 | $9.3M | — | +61.1% |
| 1633 | Apollon Financial#1633 · 97,797 sh | 97,797 | $9.3M | — | +9.2% |
| 1634 | MTM Investment Management#1634 · 62,953 sh | 62,953 | $9.3M | 2.64% | +0.6% |
| 1635 | CFG Wealth Management Services#1635 · 158,561 sh | 158,561 | $9.2M | — | -0.2% |
| 1636 | CMH Wealth Management#1636 · 68,248 sh | 68,248 | $9.2M | — | +0.8% |
| 1637 | ISLAY CAPITAL MANAGEMENT#1637 · 205,434 sh | 205,434 | $9.2M | — | -22.6% |
| 1638 | RIVERSEDGE ADVISORS#1638 · 43,283 sh | 43,283 | $9.2M | — | 0.0% |
| 1639 | Wilian Securities#1639 · 123,272 sh | 123,272 | $9.2M | 5.43% | +454.2% |
| 1640 | Russell Investments Group, Ltd.#1640 · 232,025 sh | 232,025 | $9.2M | <0.01% | -62.6% |
| 1641 | Royal Fund Management#1641 · 340,021 sh | 340,021 | $9.2M | — | +17.9% |
| 1642 | Steelhead Wealth Management#1642 · 94,144 sh | 94,144 | $9.2M | 3.69% | +17.0% |
| 1643 | Haverford#1643 · 75,049 sh | 75,049 | $9.2M | 0.08% | +10.3% |
| 1644 | Cornerstone Financial Group#1644 · 56,405 sh | 56,405 | $9.2M | 5.65% | -2.1% |
| 1645 | Kroeger Financial Partners#1645 · 225,783 sh | 225,783 | $9.2M | — | — |
| 1646 | Pearl Planning#1646 · 54,871 sh | 54,871 | $9.2M | — | +22.8% |
| 1647 | WEALTH ALLIANCE#1647 · 185,409 sh | 185,409 | $9.1M | 0.76% | +10.8% |
| 1648 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM#1648 · 346,279 sh | 346,279 | $9.1M | — | -2.8% |
| 1649 | FSM Wealth Advisors#1649 · 55,397 sh | 55,397 | $9.1M | — | +3.6% |
| 1650 | MAGNOLIA CAPITAL ADVISORS#1650 · 80,624 sh | 80,624 | $9.1M | 1.56% | +31.5% |
| 1651 | VANGUARD ASSET MANAGEMENT, Ltd#1651 · 343,832 sh | 343,832 | $9.1M | <0.01% | +4.7% |
| 1652 | Mueller Wealth#1652 · 29,948 sh | 29,948 | $9.1M | 6.18% | +4.4% |
| 1653 | Apeiron RIA#1653 · 282,810 sh | 282,810 | $9.1M | — | -48.0% |
| 1654 | Advisory Solutions Group#1654 · 352,215 sh | 352,215 | $9.1M | — | — |
| 1655 | ANGELES WEALTH MANAGEMENT#1655 · 443,918 sh | 443,918 | $9.0M | — | -0.3% |
| 1656 | Walleye Trading#1656 · 356,233 sh | 356,233 | $9.0M | 0.01% | +56.2% |
| 1657 | Safeguard Investment Advisory Group#1657 · 31,995 sh | 31,995 | $9.0M | 2.09% | +0.2% |
| 1658 | Financial Futures Ltd Liability#1658 · 29,805 sh | 29,805 | $9.0M | — | +3.9% |
| 1659 | Navalign#1659 · 42,418 sh | 42,418 | $9.0M | 2.10% | +0.9% |
| 1660 | MorganRosel Wealth Management#1660 · 86,842 sh | 86,842 | $9.0M | 3.05% | +3.2% |
| 1661 | Investors Portfolio Services#1661 · 79,879 sh | 79,879 | $9.0M | 6.88% | +18.4% |
| 1662 | Horizon Investment Services#1662 · 121,507 sh | 121,507 | $9.0M | 2.51% | +4.5% |
| 1663 | High Net Worth Advisory Group#1663 · 133,553 sh | 133,553 | $9.0M | — | -0.5% |
| 1664 | Henshaw Capital#1664 · 100,000 sh | 100,000 | $9.0M | 0.29% | 0.0% |
| 1665 | Arrowroot Family Office#1665 · 61,361 sh | 61,361 | $9.0M | 2.58% | +16.8% |
| 1666 | Claro Advisors#1666 · 224,371 sh | 224,371 | $9.0M | 0.94% | +17.6% |
| 1667 | Premier Private Wealth Management#1667 · 49,996 sh | 49,996 | $9.0M | 7.87% | +104.1% |
| 1668 | Delta Global Management#1668 · 340,928 sh | 340,928 | $9.0M | 0.98% | -69.6% |
| 1669 | Birchcreek Wealth Management#1669 · 42,281 sh | 42,281 | $9.0M | 3.50% | -5.5% |
| 1670 | RETIREMENT CAPITAL STRATEGIES#1670 · 177,986 sh | 177,986 | $9.0M | 3.11% | +1.1% |
| 1671 | Hidden Cove Wealth Management#1671 · 148,674 sh | 148,674 | $9.0M | — | +19.9% |
| 1672 | Legacy Wealth Partners#1672 · 385,779 sh | 385,779 | $8.9M | — | -29.9% |
| 1673 | Beaumont Financial Advisors#1673 · 301,700 sh | 301,700 | $8.9M | — | +7.6% |
| 1674 | NICOLET BANKSHARES#1674 · 183,306 sh | 183,306 | $8.9M | 0.28% | +184.7% |
| 1675 | PFS Partners#1675 · 134,177 sh | 134,177 | $8.9M | — | +2.5% |
| 1676 | Global Financial Private Client#1676 · 100,824 sh | 100,824 | $8.8M | — | +1.3% |
| 1677 | Cascade Wealth Advisors#1677 · 135,446 sh | 135,446 | $8.8M | 3.55% | -0.7% |
| 1678 | Brown Miller Wealth Management#1678 · 81,784 sh | 81,784 | $8.8M | 2.23% | +16.6% |
| 1679 | Stonehearth Capital Management#1679 · 40,126 sh | 40,126 | $8.8M | — | +157.3% |
| 1680 | RITHOLTZ WEALTH MANAGEMENT#1680 · 275,193 sh | 275,193 | $8.8M | 0.13% | -7.8% |
| 1681 | Tide Cove Capital Partners#1681 · 29,643 sh | 29,643 | $8.8M | 5.72% | 0.0% |
| 1682 | GLR Partners#1682 · 99,386 sh | 99,386 | $8.8M | 4.11% | +12.2% |
| 1683 | Cambridge Financial Group#1683 · 333,170 sh | 333,170 | $8.8M | 3.07% | +2.8% |
| 1684 | Global Assets Advisory#1684 · 103,922 sh | 103,922 | $8.8M | 1.92% | +32.3% |
| 1685 | POWER WEALTH MANAGEMENT#1685 · 83,326 sh | 83,326 | $8.8M | — | 0.0% |
| 1686 | TOP Private Wealth#1686 · 67,850 sh | 67,850 | $8.8M | 8.42% | — |
| 1687 | NOTTINGHAM ADVISORS#1687 · 294,653 sh | 294,653 | $8.8M | 1.05% | +3.7% |
| 1688 | Laraway Financial Advisors#1688 · 102,974 sh | 102,974 | $8.8M | 5.33% | +0.8% |
| 1689 | Auxano Advisors#1689 · 137,391 sh | 137,391 | $8.8M | 1.66% | -1.8% |
| 1690 | WETZEL INVESTMENT ADVISORS#1690 · 79,299 sh | 79,299 | $8.8M | — | -2.2% |
| 1691 | RETIREMENT INCOME SOLUTIONS#1691 · 55,603 sh | 55,603 | $8.8M | 1.51% | 0.0% |
| 1692 | Wealth Care#1692 · 46,484 sh | 46,484 | $8.8M | 7.09% | 0.0% |
| 1693 | McHugh Group#1693 · 41,982 sh | 41,982 | $8.8M | — | +6.4% |
| 1694 | Blue Chip Partners#1694 · 98,680 sh | 98,680 | $8.8M | 0.55% | +234.0% |
| 1695 | DEFINED WEALTH MANAGEMENT#1695 · 114,750 sh | 114,750 | $8.8M | — | -6.8% |
| 1696 | SIGNAL TREE FINANCIAL PARTNERS#1696 · 45,437 sh | 45,437 | $8.7M | 5.78% | +1.9% |
| 1697 | Winter & Associates#1697 · 74,123 sh | 74,123 | $8.7M | — | -7.0% |
| 1698 | Hamilton Wealth#1698 · 121,988 sh | 121,988 | $8.7M | 1.60% | -51.8% |
| 1699 | Urban Financial Advisory#1699 · 375,756 sh | 375,756 | $8.7M | 2.40% | -39.6% |
| 1700 | Paladin Advisory Group#1700 · 102,613 sh | 102,613 | $8.7M | 5.77% | +1.2% |
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.