Invesco Ltd. (IVZ) — Institutional Holders, Q2 2026 (page 19)
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 1,801 to 1,900. 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 1,801–1,900 of 4,375
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1801 | TOTH FINANCIAL ADVISORY#1801 · 26,974 sh | 26,974 | $7.5M | — | -1.4% |
| 1802 | Colorado Capital Management#1802 · 286,270 sh | 286,270 | $7.5M | — | +1.3% |
| 1803 | VIRTUE ASSET MANAGEMENT#1803 · 350,331 sh | 350,331 | $7.5M | — | +39.3% |
| 1804 | DONALDSON CAPITAL MANAGEMENT#1804 · 169,890 sh | 169,890 | $7.5M | 0.21% | +38.4% |
| 1805 | Cardinal Strategic Wealth Guidance#1805 · 46,298 sh | 46,298 | $7.5M | 1.70% | -28.4% |
| 1806 | Legend Financial Advisors#1806 · 124,008 sh | 124,008 | $7.5M | 4.25% | -0.9% |
| 1807 | IMG Wealth Management#1807 · 46,846 sh | 46,846 | $7.5M | — | +36.1% |
| 1808 | J. Team Financial#1808 · 382,119 sh | 382,119 | $7.5M | 7.25% | +5.5% |
| 1809 | WMG Financial Advisors#1809 · 45,920 sh | 45,920 | $7.4M | — | +12.1% |
| 1810 | Nvest Financial#1810 · 86,556 sh | 86,556 | $7.4M | 2.34% | -1.1% |
| 1811 | Lionshead Wealth Management#1811 · 85,480 sh | 85,480 | $7.4M | — | +0.2% |
| 1812 | Ameraudi Asset Management#1812 · 34,718 sh | 34,718 | $7.4M | 3.35% | +100.3% |
| 1813 | Axis Wealth Partners#1813 · 253,850 sh | 253,850 | $7.4M | 3.54% | +0.8% |
| 1814 | Gryphon Financial Partners#1814 · 336,579 sh | 336,579 | $7.4M | 0.65% | -10.0% |
| 1815 | KLCM Advisors#1815 · 40,573 sh | 40,573 | $7.4M | 0.58% | +9.0% |
| 1816 | Birch Hill Investment Advisors#1816 · 34,540 sh | 34,540 | $7.3M | — | -2.1% |
| 1817 | BLUE JEAN FINANCIAL#1817 · 107,516 sh | 107,516 | $7.3M | — | +23.5% |
| 1818 | Wolff Financial Management#1818 · 113,005 sh | 113,005 | $7.3M | — | -0.7% |
| 1819 | Point Nemo Capital#1819 · 419,087 sh | 419,087 | $7.3M | 3.72% | New |
| 1820 | PPM AMERICA#1820 · 360,000 sh | 360,000 | $7.3M | 48.68% | New |
| 1821 | Blue Capital#1821 · 162,296 sh | 162,296 | $7.3M | — | -9.1% |
| 1822 | Quaker Wealth Management#1822 · 69,779 sh | 69,779 | $7.3M | — | +45.4% |
| 1823 | CapWealth Advisors#1823 · 38,119 sh | 38,119 | $7.3M | — | -2.5% |
| 1824 | Great Lakes Retirement#1824 · 24,116 sh | 24,116 | $7.3M | — | +3.6% |
| 1825 | WealthCare Asset Management#1825 · 108,304 sh | 108,304 | $7.3M | — | New |
| 1826 | Gainplan#1826 · 34,228 sh | 34,228 | $7.3M | — | +10.2% |
| 1827 | FIRST CITIZENS BANK#1827 · 279,244 sh | 279,244 | $7.3M | — | +13.5% |
| 1828 | CHILDRESS CAPITAL ADVISORS#1828 · 45,019 sh | 45,019 | $7.3M | — | +203.8% |
| 1829 | PACES FERRY WEALTH ADVISORS#1829 · 36,322 sh | 36,322 | $7.3M | 2.69% | +1.9% |
| 1830 | Israel Discount Bank of New York#1830 · 81,624 sh | 81,624 | $7.2M | — | +23.7% |
| 1831 | STRATEGIC ADVISORY PARTNERS#1831 · 96,573 sh | 96,573 | $7.2M | 5.12% | +3.4% |
| 1832 | OakTrust Wealth Advisors#1832 · 85,279 sh | 85,279 | $7.2M | 6.23% | -4.6% |
| 1833 | Genesee Capital Advisors#1833 · 81,366 sh | 81,366 | $7.2M | — | +14.4% |
| 1834 | Bay Capital Advisors#1834 · 178,858 sh | 178,858 | $7.2M | — | -1.5% |
| 1835 | Second Line Capital#1835 · 29,768 sh | 29,768 | $7.2M | 1.34% | +4.6% |
| 1836 | Investment Advisory Services Group#1836 · 23,714 sh | 23,714 | $7.2M | 5.26% | +8.2% |
| 1837 | Glass Jacobson Investment Advisors#1837 · 99,405 sh | 99,405 | $7.2M | — | -1.4% |
| 1838 | SALEM INVESTMENT COUNSELORS#1838 · 53,190 sh | 53,190 | $7.2M | — | +95.4% |
| 1839 | Sage Advisory Services, Ltd.#1839 · 124,675 sh | 124,675 | $7.2M | 3.53% | -22.3% |
| 1840 | Legacy Wealth Management, / MS#1840 · 299,453 sh | 299,453 | $7.2M | 1.84% | +9.7% |
| 1841 | Addison Capital#1841 · 244,342 sh | 244,342 | $7.1M | 1.17% | +1.5% |
| 1842 | ExodusPoint Capital Management#1842 · 269,662 sh | 269,662 | $7.1M | 0.05% | -50.6% |
| 1843 | Unique Wealth Strategies#1843 · 119,048 sh | 119,048 | $7.1M | — | +26.0% |
| 1844 | Mosley Wealth Management#1844 · 291,076 sh | 291,076 | $7.1M | — | +1401.8% |
| 1845 | E6 Portfolios#1845 · 282,785 sh | 282,785 | $7.1M | — | +20.5% |
| 1846 | RMR Capital Management#1846 · 40,468 sh | 40,468 | $7.1M | — | +4.4% |
| 1847 | ZACKS INVESTMENT MANAGEMENT#1847 · 247,769 sh | 247,769 | $7.1M | 0.05% | +11.7% |
| 1848 | Salomon & Ludwin#1848 · 222,856 sh | 222,856 | $7.1M | 0.58% | -0.7% |
| 1849 | Climber Capital SA#1849 · 164,031 sh | 164,031 | $7.1M | — | -0.6% |
| 1850 | Hirtle Callaghan#1850 · 126,976 sh | 126,976 | $7.1M | 0.23% | 0.0% |
| 1851 | Landing Point Financial Group#1851 · 78,257 sh | 78,257 | $7.1M | 2.40% | New |
| 1852 | CARRET ASSET MANAGEMENT#1852 · 41,390 sh | 41,390 | $7.0M | 0.62% | +6.8% |
| 1853 | KILEY JUERGENS WEALTH MANAGEMENT#1853 · 37,216 sh | 37,216 | $7.0M | 1.10% | +10.2% |
| 1854 | M&T BANK#1854 · 157,626 sh | 157,626 | $7.0M | 0.02% | -3.4% |
| 1855 | Y.D. More Investments Ltd#1855 · 34,706 sh | 34,706 | $7.0M | 0.22% | -3.3% |
| 1856 | LaSalle St. Investment Advisors#1856 · 190,980 sh | 190,980 | $7.0M | 0.86% | +4.5% |
| 1857 | Centennial Wealth Advisory#1857 · 23,126 sh | 23,126 | $7.0M | — | -5.2% |
| 1858 | Urban Wealth Management#1858 · 96,721 sh | 96,721 | $7.0M | — | +18.3% |
| 1859 | High Note Wealth#1859 · 25,824 sh | 25,824 | $7.0M | — | -0.7% |
| 1860 | Mowery & Schoenfeld Wealth Management#1860 · 129,107 sh | 129,107 | $7.0M | — | +22.3% |
| 1861 | MEMBERS WEALTH#1861 · 121,410 sh | 121,410 | $7.0M | — | -1.4% |
| 1862 | Bulwark Capital#1862 · 87,924 sh | 87,924 | $7.0M | — | +23.0% |
| 1863 | Pacific Center for Financial Services#1863 · 96,678 sh | 96,678 | $7.0M | — | -0.2% |
| 1864 | Berbice Capital Management#1864 · 43,269 sh | 43,269 | $6.9M | — | +19.8% |
| 1865 | Destiny Capital#1865 · 74,702 sh | 74,702 | $6.9M | 3.23% | -0.2% |
| 1866 | Stone Summit Wealth#1866 · 50,531 sh | 50,531 | $6.9M | — | -7.8% |
| 1867 | Texas Yale Capital#1867 · 115,426 sh | 115,426 | $6.9M | 0.15% | +5.1% |
| 1868 | M Securities#1868 · 67,196 sh | 67,196 | $6.9M | 0.95% | -29.0% |
| 1869 | MARINO, STRAM & ASSOCIATES#1869 · 36,049 sh | 36,049 | $6.9M | — | +2.9% |
| 1870 | Root Financial Partners#1870 · 49,887 sh | 49,887 | $6.9M | — | -26.6% |
| 1871 | Headlands Technologies#1871 · 165,343 sh | 165,343 | $6.9M | 0.73% | +67.4% |
| 1872 | Balanced Rock Investment Advisors#1872 · 80,047 sh | 80,047 | $6.9M | 4.31% | +0.2% |
| 1873 | CHILTON INVESTMENT#1873 · 39,115 sh | 39,115 | $6.9M | 0.17% | +43.3% |
| 1874 | BEESE FULMER INVESTMENT MANAGEMENT#1874 · 38,962 sh | 38,962 | $6.9M | — | +4.8% |
| 1875 | Mendota Financial Group#1875 · 32,260 sh | 32,260 | $6.9M | — | -21.3% |
| 1876 | WealthSpring Partners#1876 · 99,343 sh | 99,343 | $6.9M | — | +2.7% |
| 1877 | Laurel Wealth Planning#1877 · 66,616 sh | 66,616 | $6.9M | 3.03% | +70.0% |
| 1878 | BEACON FINANCIAL GROUP#1878 · 256,420 sh | 256,420 | $6.9M | — | -15.4% |
| 1879 | J2 Capital Management#1879 · 82,779 sh | 82,779 | $6.9M | — | +36.2% |
| 1880 | Encompass More Asset Management#1880 · 27,809 sh | 27,809 | $6.8M | — | +15.2% |
| 1881 | Ellis Investment Partners#1881 · 79,740 sh | 79,740 | $6.8M | — | -1.9% |
| 1882 | Sage Capital Advisors#1882 · 100,183 sh | 100,183 | $6.8M | — | +3330.9% |
| 1883 | Wesleyan Assurance Society#1883 · 258,136 sh | 258,136 | $6.8M | 0.34% | 0.0% |
| 1884 | Eddie Patel#1884 · 22,435 sh | 22,435 | $6.8M | 4.06% | -33.8% |
| 1885 | Eagle Bluffs Wealth Management#1885 · 153,946 sh | 153,946 | $6.8M | — | +3.0% |
| 1886 | FLAGSTAR ADVISORS#1886 · 108,513 sh | 108,513 | $6.8M | — | +14.8% |
| 1887 | Freedom Day Solutions#1887 · 37,449 sh | 37,449 | $6.8M | — | +37.9% |
| 1888 | Northside Capital Management#1888 · 132,885 sh | 132,885 | $6.8M | — | 0.0% |
| 1889 | Bensler#1889 · 28,284 sh | 28,284 | $6.8M | 0.60% | +2.6% |
| 1890 | Envision Financial Transparency#1890 · 82,638 sh | 82,638 | $6.7M | 5.76% | -8.1% |
| 1891 | Anderson Financial Strategies#1891 · 77,279 sh | 77,279 | $6.7M | 3.50% | -6.5% |
| 1892 | SAM Advisors#1892 · 330,241 sh | 330,241 | $6.7M | 1.84% | +4.5% |
| 1893 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES#1893 · 58,765 sh | 58,765 | $6.7M | 0.02% | +8.3% |
| 1894 | EXCALIBUR MANAGEMENT#1894 · 31,472 sh | 31,472 | $6.7M | 2.21% | +13.9% |
| 1895 | First City Capital Management#1895 · 226,641 sh | 226,641 | $6.7M | — | +10.3% |
| 1896 | WealthShield Partners#1896 · 34,329 sh | 34,329 | $6.7M | 1.02% | -81.7% |
| 1897 | Saxony Capital Management#1897 · 40,157 sh | 40,157 | $6.7M | — | +40.9% |
| 1898 | Biondo Investment Advisors#1898 · 43,339 sh | 43,339 | $6.7M | 0.82% | +3.0% |
| 1899 | FOCUSED ALPHA#1899 · 66,052 sh | 66,052 | $6.7M | — | +10.6% |
| 1900 | Samalin Investment Counsel#1900 · 40,727 sh | 40,727 | $6.7M | — | +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.