Invesco Ltd. (IVZ) — Institutional Holders, Q2 2026 (page 20)
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 1,901 to 2,000. 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 1,901–2,000 of 4,375
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1901 | PRUDENTIAL FINANCIAL#1901 · 319,698 sh | 319,698 | $6.7M | <0.01% | -13.3% |
| 1902 | Ignite Planners#1902 · 65,809 sh | 65,809 | $6.6M | — | +14.3% |
| 1903 | Poehling Capital Management#1903 · 251,429 sh | 251,429 | $6.6M | — | -0.6% |
| 1904 | Braeburn Wealth Management#1904 · 36,732 sh | 36,732 | $6.6M | — | +1134.3% |
| 1905 | Tandem Financial#1905 · 105,980 sh | 105,980 | $6.6M | 1.99% | +5.4% |
| 1906 | Autumn Glory Partners#1906 · 71,182 sh | 71,182 | $6.6M | — | +2.6% |
| 1907 | MERIDIAN INVESTMENT COUNSEL#1907 · 41,143 sh | 41,143 | $6.6M | — | +9.4% |
| 1908 | Sharkey, Howes & Javer#1908 · 34,049 sh | 34,049 | $6.6M | — | -7.4% |
| 1909 | WBI INVESTMENTS#1909 · 52,794 sh | 52,794 | $6.6M | 1.63% | -19.3% |
| 1910 | Concentrum Wealth Management#1910 · 54,937 sh | 54,937 | $6.6M | 1.58% | +6.9% |
| 1911 | MLP3#1911 · 30,937 sh | 30,937 | $6.6M | — | +3.7% |
| 1912 | Financial Freedom#1912 · 61,960 sh | 61,960 | $6.6M | 3.02% | -7.6% |
| 1913 | Embree Financial Group#1913 · 93,414 sh | 93,414 | $6.6M | — | +48.6% |
| 1914 | ATWOOD & PALMER#1914 · 34,501 sh | 34,501 | $6.5M | — | -13.3% |
| 1915 | Paragon Private Wealth Management#1915 · 71,859 sh | 71,859 | $6.5M | — | +1.0% |
| 1916 | WILLNER & HELLER#1916 · 85,518 sh | 85,518 | $6.5M | — | +4.3% |
| 1917 | Hyposwiss Advisors SA#1917 · 34,200 sh | 34,200 | $6.5M | — | -56.1% |
| 1918 | MFA WEALTH ADVISORS#1918 · 69,658 sh | 69,658 | $6.5M | — | -3.7% |
| 1919 | Lord & Richards Wealth Management#1919 · 113,070 sh | 113,070 | $6.5M | — | +6.6% |
| 1920 | GENERAL AMERICAN INVESTORS#1920 · 30,611 sh | 30,611 | $6.5M | 0.39% | 0.0% |
| 1921 | BOSTON FAMILY OFFICE#1921 · 267,922 sh | 267,922 | $6.5M | 0.40% | +4.3% |
| 1922 | Goodman Advisory Group#1922 · 228,469 sh | 228,469 | $6.5M | 1.50% | -64.5% |
| 1923 | American National Bank of Texas#1923 · 57,403 sh | 57,403 | $6.5M | — | -0.9% |
| 1924 | NORTHBRIDGE FINANCIAL GROUP#1924 · 34,371 sh | 34,371 | $6.5M | 2.48% | -13.2% |
| 1925 | Centurion Wealth Management#1925 · 137,040 sh | 137,040 | $6.5M | — | -15.1% |
| 1926 | TSA Wealth Managment#1926 · 39,964 sh | 39,964 | $6.5M | — | -19.7% |
| 1927 | DUNCKER STREETT#1927 · 175,619 sh | 175,619 | $6.5M | — | +0.6% |
| 1928 | SageGuard Financial Group#1928 · 36,515 sh | 36,515 | $6.5M | 0.91% | -16.2% |
| 1929 | Beacon Financial Advisory#1929 · 64,004 sh | 64,004 | $6.4M | — | +24.4% |
| 1930 | Innova Wealth Partners#1930 · 273,708 sh | 273,708 | $6.4M | — | +83.7% |
| 1931 | Gen-Wealth Partners#1931 · 39,898 sh | 39,898 | $6.4M | 1.79% | -11.8% |
| 1932 | ROMANO BROTHERS AND COMPANY#1932 · 36,884 sh | 36,884 | $6.4M | — | +11.5% |
| 1933 | Sensible Money#1933 · 205,067 sh | 205,067 | $6.4M | — | +7.4% |
| 1934 | BLUELINE ADVISORS#1934 · 336,020 sh | 336,020 | $6.4M | — | +3.7% |
| 1935 | Zhang Financial#1935 · 44,690 sh | 44,690 | $6.4M | 0.19% | +3.1% |
| 1936 | Piedmont Capital Management#1936 · 247,201 sh | 247,201 | $6.4M | 3.21% | +5.6% |
| 1937 | Reliant Investment Partners#1937 · 34,445 sh | 34,445 | $6.4M | 4.32% | +9.7% |
| 1938 | Equity Wealth Partners#1938 · 52,099 sh | 52,099 | $6.4M | — | +3.8% |
| 1939 | Cooksen Wealth#1939 · 116,304 sh | 116,304 | $6.3M | — | 0.0% |
| 1940 | Calamos Wealth Management#1940 · 44,661 sh | 44,661 | $6.3M | 0.19% | +9.5% |
| 1941 | Ironsides Asset Advisors#1941 · 68,453 sh | 68,453 | $6.3M | — | -0.6% |
| 1942 | Chevy Chase#1942 · 224,468 sh | 224,468 | $6.3M | 0.02% | +2.6% |
| 1943 | Inscription Capital#1943 · 55,177 sh | 55,177 | $6.3M | 0.56% | +5.9% |
| 1944 | Gallagher Fiduciary Advisors#1944 · 78,419 sh | 78,419 | $6.3M | 0.21% | +2.6% |
| 1945 | McKinley Carter Wealth Services#1945 · 89,469 sh | 89,469 | $6.3M | — | +38.0% |
| 1946 | ASPIRIANT#1946 · 49,404 sh | 49,404 | $6.3M | — | +6.6% |
| 1947 | Avant Capital#1947 · 67,987 sh | 67,987 | $6.3M | 3.93% | -3.6% |
| 1948 | Radnor Capital Management#1948 · 29,510 sh | 29,510 | $6.3M | — | +7.5% |
| 1949 | Arch Global Advisors#1949 · 94,484 sh | 94,484 | $6.3M | — | -1.5% |
| 1950 | Coquina Private Wealth#1950 · 21,295 sh | 21,295 | $6.3M | — | +6.4% |
| 1951 | Value Investment Professionals#1951 · 92,013 sh | 92,013 | $6.3M | — | +23.0% |
| 1952 | Strong Tower Advisory Services#1952 · 26,342 sh | 26,342 | $6.2M | — | +0.6% |
| 1953 | Avantax Planning Partners#1953 · 274,696 sh | 274,696 | $6.2M | 0.16% | +0.7% |
| 1954 | Mainsail Financial Group#1954 · 132,043 sh | 132,043 | $6.2M | — | +27.2% |
| 1955 | LAZARD ASSET MANAGEMENT#1955 · 227,278 sh | 227,278 | $6.2M | <0.01% | +69.8% |
| 1956 | Grant Street Asset Management#1956 · 29,262 sh | 29,262 | $6.2M | — | -1.0% |
| 1957 | Legacy Wealth Managment#1957 · 44,296 sh | 44,296 | $6.2M | 2.56% | +20.2% |
| 1958 | Solutions 4 Wealth, Ltd#1958 · 70,551 sh | 70,551 | $6.2M | 8.03% | +17.2% |
| 1959 | CHANNEL WEALTH#1959 · 122,446 sh | 122,446 | $6.2M | 1.40% | -1.5% |
| 1960 | Daviman Financial#1960 · 50,447 sh | 50,447 | $6.2M | 3.43% | +9.0% |
| 1961 | Morton Capital Management#1961 · 241,044 sh | 241,044 | $6.2M | — | -2.8% |
| 1962 | Trek Financial#1962 · 146,265 sh | 146,265 | $6.2M | 0.31% | +366.7% |
| 1963 | Main Street Financial Solutions#1963 · 63,289 sh | 63,289 | $6.2M | 0.40% | +5.2% |
| 1964 | Highview Capital Management#1964 · 47,991 sh | 47,991 | $6.2M | 1.78% | -5.7% |
| 1965 | Alchemi Wealth#1965 · 34,966 sh | 34,966 | $6.2M | 2.90% | +0.9% |
| 1966 | Milestone Asset Management Group#1966 · 58,595 sh | 58,595 | $6.2M | — | -3.0% |
| 1967 | BEACON INVESTMENT ADVISORY SERVICES#1967 · 113,374 sh | 113,374 | $6.2M | — | +29.8% |
| 1968 | Black Maple Capital Management#1968 · 28,900 sh | 28,900 | $6.1M | 3.49% | -15.1% |
| 1969 | Brown Financial Advisors#1969 · 57,029 sh | 57,029 | $6.1M | 2.14% | -1.8% |
| 1970 | Hardworking Capital Advisors#1970 · 117,469 sh | 117,469 | $6.1M | — | -7.9% |
| 1971 | Northstar Advisory Group#1971 · 73,486 sh | 73,486 | $6.1M | 1.90% | -39.0% |
| 1972 | Nvest Wealth Strategies#1972 · 28,731 sh | 28,731 | $6.1M | — | +4.3% |
| 1973 | Perennial Advisors#1973 · 129,899 sh | 129,899 | $6.1M | — | -5.1% |
| 1974 | Western Financial#1974 · 281,276 sh | 281,276 | $6.1M | — | +9.1% |
| 1975 | Spartan Wealth Advisory Services#1975 · 71,223 sh | 71,223 | $6.1M | 0.50% | +1.8% |
| 1976 | Capstone Wealth Management Group#1976 · 73,984 sh | 73,984 | $6.1M | — | — |
| 1977 | St. Louis#1977 · 9,972 sh | 9,972 | $6.1M | 0.70% | 0.0% |
| 1978 | Cobblestone Asset Management#1978 · 82,935 sh | 82,935 | $6.1M | — | -9.6% |
| 1979 | Towercrest Capital Management#1979 · 218,849 sh | 218,849 | $6.1M | — | -8.5% |
| 1980 | Anson Capital#1980 · 65,675 sh | 65,675 | $6.1M | — | -57.1% |
| 1981 | Sterling Capital Management#1981 · 47,508 sh | 47,508 | $6.1M | — | -60.7% |
| 1982 | COLUMBIA ADVISORY PARTNERS#1982 · 41,500 sh | 41,500 | $6.1M | — | +1.5% |
| 1983 | WPG Advisers#1983 · 80,991 sh | 80,991 | $6.0M | — | +16.3% |
| 1984 | Aspen Wealth Strategies#1984 · 53,417 sh | 53,417 | $6.0M | 2.92% | +2.6% |
| 1985 | ATALANTA SOSNOFF CAPITAL#1985 · 19,896 sh | 19,896 | $6.0M | 0.11% | +596.4% |
| 1986 | Pine Harbor Wealth Management#1986 · 56,026 sh | 56,026 | $6.0M | 1.61% | -2.6% |
| 1987 | Chatterton & Associates#1987 · 161,099 sh | 161,099 | $6.0M | 3.54% | +6.2% |
| 1988 | Triton Financial Group#1988 · 27,216 sh | 27,216 | $6.0M | 3.46% | -49.3% |
| 1989 | BURNS J W#1989 · 49,463 sh | 49,463 | $6.0M | — | -4.2% |
| 1990 | Pinnacle Family Advisors#1990 · 85,919 sh | 85,919 | $6.0M | 2.51% | +13.3% |
| 1991 | NEW YORK STATE COMMON RETIREMENT FUND#1991 · 225,831 sh | 225,831 | $6.0M | <0.01% | -6.9% |
| 1992 | ALGERT GLOBAL#1992 · 225,407 sh | 225,407 | $5.9M | 0.07% | -18.5% |
| 1993 | Edgestream Partners, L.P.#1993 · 67,223 sh | 67,223 | $5.9M | 0.18% | -29.1% |
| 1994 | HighMark Wealth Management#1994 · 46,989 sh | 46,989 | $5.9M | 1.99% | -0.7% |
| 1995 | REDW Wealth#1995 · 37,825 sh | 37,825 | $5.9M | 2.13% | +7.9% |
| 1996 | Fort Sheridan Advisors#1996 · 85,140 sh | 85,140 | $5.9M | 0.64% | -1.5% |
| 1997 | RIK SAYLOR FINANCIAL#1997 · 33,207 sh | 33,207 | $5.9M | 3.93% | +23.6% |
| 1998 | American#1998 · 65,130 sh | 65,130 | $5.9M | 0.46% | -16.8% |
| 1999 | Talon Private Wealth#1999 · 49,616 sh | 49,616 | $5.9M | 0.35% | +169.2% |
| 2000 | Atom Investors#2000 · 27,764 sh | 27,764 | $5.9M | 0.53% | New |
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.