Invesco Ltd. (IVZ) — Institutional Holders, Q2 2026 (page 2)
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 101 to 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 101–200 of 4,375
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | CAPTRUST FINANCIAL ADVISORS#101 · 6,404,645 sh | 6,404,645 | $292.2M | 0.45% | -1.4% |
| 102 | LBMC INVESTMENT ADVISORS#102 · 1,327,063 sh | 1,327,063 | $282.0M | 15.28% | -0.3% |
| 103 | Qube Research & Technologies Ltd#103 · 7,080,734 sh | 7,080,734 | $281.1M | 0.26% | +109.1% |
| 104 | PRICE T ROWE ASSOCIATES#104 · 10,619,684 sh | 10,619,684 | $280.8M | 0.03% | -12.4% |
| 105 | US BANCORP \DE\#105 · 1,781,047 sh | 1,781,047 | $279.5M | 0.31% | +2.4% |
| 106 | AXXCESS WEALTH MANAGEMENT#106 · 3,061,135 sh | 3,061,135 | $278.7M | — | +44.1% |
| 107 | Mirae Asset Global Investments , Ltd.#107 · 4,535,576 sh | 4,535,576 | $275.1M | 0.41% | -2.4% |
| 108 | Steward Partners Investment Advisory#108 · 2,683,178 sh | 2,683,178 | $271.6M | 1.39% | -12.8% |
| 109 | Miracle Mile Advisors#109 · 3,233,129 sh | 3,233,129 | $269.2M | 3.16% | -3.6% |
| 110 | Summit Financial#110 · 2,631,711 sh | 2,631,711 | $266.9M | 2.93% | -7.2% |
| 111 | EP Wealth Advisors#111 · 6,235,406 sh | 6,235,406 | $266.7M | 1.02% | +51.8% |
| 112 | CIBC Bancorp USA#112 · 2,504,601 sh | 2,504,601 | $266.5M | 0.32% | -29.1% |
| 113 | Wharton Business Group#113 · 2,713,925 sh | 2,713,925 | $265.3M | 8.87% | -2.2% |
| 114 | Corient Private Wealth#114 · 2,959,425 sh | 2,959,425 | $264.9M | 0.37% | -12.8% |
| 115 | SNS Financial Group#115 · 9,507,095 sh | 9,507,095 | $263.5M | 5.07% | +83.9% |
| 116 | Arkadios Wealth Advisors#116 · 3,908,457 sh | 3,908,457 | $261.4M | 3.96% | +0.6% |
| 117 | FIFTH THIRD BANCORP#117 · 3,400,927 sh | 3,400,927 | $258.8M | 0.42% | -2.0% |
| 118 | SRS Capital Advisors#118 · 7,529,823 sh | 7,529,823 | $254.8M | 1.69% | +1037.0% |
| 119 | MONECO Advisors#119 · 11,683,988 sh | 11,683,988 | $254.1M | 15.53% | +7.5% |
| 120 | NISSAY ASSET MANAGEMENT /JAPAN#120 · 821,445 sh | 821,445 | $248.9M | 1.05% | 0.0% |
| 121 | Farther Finance Advisors#121 · 3,095,125 sh | 3,095,125 | $240.7M | — | -4.2% |
| 122 | HOWARD FINANCIAL SERVICES, LTD.#122 · 2,645,373 sh | 2,645,373 | $237.1M | — | +102.4% |
| 123 | JPB Foundation#123 · 1,100,000 sh | 1,100,000 | $234.0M | 27.00% | 0.0% |
| 124 | Concurrent Investment Advisors#124 · 3,835,711 sh | 3,835,711 | $232.8M | — | +18.3% |
| 125 | CITADEL ADVISORS#125 · 4,635,854 sh | 4,635,854 | $231.8M | 0.03% | +21.8% |
| 126 | Kingsview Wealth Management#126 · 3,152,256 sh | 3,152,256 | $230.9M | 2.80% | +27.2% |
| 127 | D.A. DAVIDSON#127 · 4,057,584 sh | 4,057,584 | $229.8M | — | +1.6% |
| 128 | Sumitomo Mitsui#128 · 829,373 sh | 829,373 | $226.1M | 0.13% | -30.2% |
| 129 | Bramshill Investments#129 · 13,503,687 sh | 13,503,687 | $225.9M | 17.28% | +9.8% |
| 130 | BROWN ADVISORY#130 · 1,690,772 sh | 1,690,772 | $225.6M | 0.35% | -11.1% |
| 131 | GREAT VALLEY ADVISOR GROUP#131 · 2,614,211 sh | 2,614,211 | $221.4M | 3.50% | +5.9% |
| 132 | NOMURA ASSET MANAGEMENT LTD#132 · 1,360,355 sh | 1,360,355 | $219.1M | 0.47% | +387.0% |
| 133 | Nelson, Van Denburg & Campbell Wealth Management Group#133 · 9,106,501 sh | 9,106,501 | $216.6M | — | -6.3% |
| 134 | ASSETMARK#134 · 8,484,224 sh | 8,484,224 | $214.3M | — | +38.5% |
| 135 | AlphaCore Capital#135 · 1,981,607 sh | 1,981,607 | $212.2M | 3.90% | +0.4% |
| 136 | Bouchey Financial Group Ltd#136 · 1,074,817 sh | 1,074,817 | $211.8M | 13.69% | -2.5% |
| 137 | MANUFACTURERS LIFE INSURANCE COMPANY, THE#137 · 26,631,079 sh | 26,631,079 | $211.0M | 0.16% | +350.9% |
| 138 | of Tennessee#138 · 987,916 sh | 987,916 | $210.2M | — | -0.4% |
| 139 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#139 · 4,304,709 sh | 4,304,709 | $209.8M | 0.02% | +16.8% |
| 140 | JANE STREET GROUP#140 · 7,165,710 sh | 7,165,710 | $209.1M | 0.02% | -18.6% |
| 141 | NORTHERN#141 · 6,607,584 sh | 6,607,584 | $203.7M | 0.02% | +2.0% |
| 142 | SCHRODER INVESTMENT MANAGEMENT GROUP#142 · 1,426,292 sh | 1,426,292 | $202.9M | 0.14% | +55.5% |
| 143 | BANK OF MONTREAL#143 · 3,977,601 sh | 3,977,601 | $202.7M | 0.07% | -10.0% |
| 144 | Horizon Investments#144 · 1,156,896 sh | 1,156,896 | $202.6M | 2.13% | -4.5% |
| 145 | THOROUGHBRED FINANCIAL SERVICES#145 · 1,593,739 sh | 1,593,739 | $202.3M | 9.71% | +7.2% |
| 146 | Jupiter Topco#146 · 4,930,137 sh | 4,930,137 | $200.3M | 0.08% | — |
| 147 | Quantinno Capital Management#147 · 3,220,396 sh | 3,220,396 | $198.4M | 0.24% | +18.7% |
| 148 | PICTON MAHONEY ASSET MANAGEMENT#148 · 1,742,448 sh | 1,742,448 | $197.7M | 1.46% | +22.7% |
| 149 | Clark Asset Management#149 · 10,016,694 sh | 10,016,694 | $194.8M | — | +16.6% |
| 150 | Hills Bank#150 · 9,439,705 sh | 9,439,705 | $194.3M | 8.27% | -48.9% |
| 151 | IHT Wealth Management#151 · 2,638,225 sh | 2,638,225 | $194.3M | 4.13% | +3.7% |
| 152 | BNP PARIBAS#152 · 9,433,095 sh | 9,433,095 | $192.2M | 5.21% | +7718.1% |
| 153 | Principle Wealth Partners#153 · 2,942,808 sh | 2,942,808 | $192.0M | 9.48% | +2.5% |
| 154 | SAX WEALTH ADVISORS#154 · 1,752,987 sh | 1,752,987 | $190.2M | — | +23.2% |
| 155 | Pinnacle Financial Partners#155 · 2,074,458 sh | 2,074,458 | $189.6M | 1.29% | +4.8% |
| 156 | Investment Management of Ontario#156 · 9,154,385 sh | 9,154,385 | $186.5M | 2.36% | -12.5% |
| 157 | Beacon Pointe Advisors#157 · 3,107,577 sh | 3,107,577 | $183.6M | 0.85% | +14.0% |
| 158 | Global Retirement Partners#158 · 2,328,000 sh | 2,328,000 | $183.3M | 2.80% | — |
| 159 | Focus Financial Network#159 · 1,976,501 sh | 1,976,501 | $179.8M | — | +1.3% |
| 160 | SCS Capital Management#160 · 2,819,860 sh | 2,819,860 | $179.7M | 1.70% | -0.7% |
| 161 | WESTWOOD GROUP#161 · 841,327 sh | 841,327 | $179.0M | 1.35% | -0.1% |
| 162 | Main Management ETF Advisors#162 · 590,648 sh | 590,648 | $178.9M | 5.42% | New |
| 163 | Savant Capital#163 · 1,663,102 sh | 1,663,102 | $177.3M | 0.52% | +300.1% |
| 164 | Merit Financial Group#164 · 2,011,150 sh | 2,011,150 | $175.7M | 1.07% | +10.5% |
| 165 | Gladstone Institutional Advisory#165 · 3,203,045 sh | 3,203,045 | $174.6M | 5.52% | +10.9% |
| 166 | Alpine Bank Wealth Management#166 · 1,715,314 sh | 1,715,314 | $168.7M | — | +13.6% |
| 167 | NATIONAL BANK OF CANADA#167 · 2,716,201 sh | 2,716,201 | $167.8M | 0.12% | +1.1% |
| 168 | Geneos Wealth Management#168 · 3,222,675 sh | 3,222,675 | $165.6M | 3.38% | +5.5% |
| 169 | D. E. Shaw#169 · 4,586,102 sh | 4,586,102 | $164.9M | 0.08% | +43.7% |
| 170 | BANK OF NOVA SCOTIA#170 · 590,703 sh | 590,703 | $163.6M | 0.25% | +2843.1% |
| 171 | FIRST INTERSTATE BANK#171 · 941,817 sh | 941,817 | $163.5M | — | +18.9% |
| 172 | HARBOUR INVESTMENTS#172 · 1,981,203 sh | 1,981,203 | $161.7M | 2.18% | -2.6% |
| 173 | One Day In July#173 · 701,811 sh | 701,811 | $161.2M | 11.20% | +9.0% |
| 174 | EASTERN BANK#174 · 801,870 sh | 801,870 | $159.7M | — | +42.5% |
| 175 | Municipal Employees' Retirement System of Michigan#175 · 748,708 sh | 748,708 | $159.3M | 1.76% | New |
| 176 | Financial Security Advisor#176 · 1,056,107 sh | 1,056,107 | $159.2M | 25.90% | -0.4% |
| 177 | MARSHALL WACE, LLP#177 · 791,152 sh | 791,152 | $159.2M | 0.13% | New |
| 178 | Bogart Wealth#178 · 1,478,320 sh | 1,478,320 | $159.2M | 5.46% | +4.5% |
| 179 | SFMG#179 · 1,735,547 sh | 1,735,547 | $158.1M | 9.52% | +1.4% |
| 180 | MONEY CONCEPTS CAPITAL#180 · 1,227,707 sh | 1,227,707 | $158.0M | 7.32% | +8.7% |
| 181 | TLWM#181 · 8,296,515 sh | 8,296,515 | $157.3M | — | +2.1% |
| 182 | HENGEHOLD CAPITAL MANAGEMENT#182 · 8,454,593 sh | 8,454,593 | $156.6M | — | +6.0% |
| 183 | Banco Santander, S.A.#183 · 546,049 sh | 546,049 | $155.7M | 0.97% | -14.2% |
| 184 | State of Tennessee, Treasury Department#184 · 7,533,325 sh | 7,533,325 | $154.9M | 0.46% | +393.7% |
| 185 | Temasek (Private) Ltd#185 · 1,660,256 sh | 1,660,256 | $154.4M | — | +50.3% |
| 186 | Perfromance Wealth Partners#186 · 1,001,625 sh | 1,001,625 | $154.2M | 3.83% | +135.8% |
| 187 | Main Management Fund Advisors#187 · 508,600 sh | 508,600 | $154.1M | 10.90% | -52.0% |
| 188 | TOTAL INVESTMENT MANAGEMENT#188 · 615,534 sh | 615,534 | $152.4M | — | -4.5% |
| 189 | PLANNING ALTERNATIVES LTD#189 · 1,255,070 sh | 1,255,070 | $151.7M | 16.27% | +2.3% |
| 190 | MANCHESTER FINANCIAL#190 · 4,152,731 sh | 4,152,731 | $151.7M | — | +2.1% |
| 191 | KESTRA PRIVATE WEALTH SERVICES#191 · 3,587,213 sh | 3,587,213 | $151.1M | 1.66% | +1.8% |
| 192 | PARK AVENUE SECURITIES#192 · 2,766,353 sh | 2,766,353 | $150.0M | — | -31.5% |
| 193 | SHP Wealth Management#193 · 2,218,276 sh | 2,218,276 | $148.7M | 10.23% | +8.0% |
| 194 | AFFINITY WEALTH MANAGEMENT#194 · 1,839,876 sh | 1,839,876 | $148.6M | 19.14% | +2.2% |
| 195 | Squarepoint Ops#195 · 1,948,678 sh | 1,948,678 | $145.7M | 0.16% | +108.3% |
| 196 | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P#196 · 1,585,013 sh | 1,585,013 | $145.5M | 17.13% | +0.2% |
| 197 | Sequoia Financial Advisors#197 · 2,757,668 sh | 2,757,668 | $143.4M | 0.71% | -27.4% |
| 198 | IEQ CAPITAL#198 · 1,531,728 sh | 1,531,728 | $143.4M | 0.66% | -10.8% |
| 199 | Wealthcare Advisory Partners#199 · 2,919,803 sh | 2,919,803 | $142.2M | — | -9.3% |
| 200 | Csenge Advisory Group#200 · 771,100 sh | 771,100 | $141.0M | 5.72% | -10.2% |
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.