Invesco Ltd. (IVZ) — Institutional Holders, Q2 2026 (page 21)
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 2,001 to 2,100. 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 2,001–2,100 of 4,375
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2001 | STRATEGY ASSET MANAGERS#2001 · 31,768 sh | 31,768 | $5.9M | — | -0.1% |
| 2002 | Stegent Equity Advisors#2002 · 38,019 sh | 38,019 | $5.9M | — | +12.0% |
| 2003 | MATTERS CAPITAL#2003 · 49,330 sh | 49,330 | $5.9M | 4.12% | +0.4% |
| 2004 | Quent Capital#2004 · 353,585 sh | 353,585 | $5.9M | 0.36% | -2.1% |
| 2005 | Copia Wealth Management#2005 · 66,758 sh | 66,758 | $5.9M | 3.52% | +0.3% |
| 2006 | REGATTA CAPITAL GROUP#2006 · 217,060 sh | 217,060 | $5.9M | — | +6.8% |
| 2007 | A4 Wealth Advisors#2007 · 86,732 sh | 86,732 | $5.9M | — | -20.7% |
| 2008 | Collier Financial#2008 · 67,309 sh | 67,309 | $5.9M | 4.00% | -1.4% |
| 2009 | Crumly & Associates#2009 · 35,097 sh | 35,097 | $5.9M | — | -18.6% |
| 2010 | FourThought Financial Partners#2010 · 38,982 sh | 38,982 | $5.8M | 0.45% | +0.2% |
| 2011 | Guilbault Capital#2011 · 38,485 sh | 38,485 | $5.8M | — | +6.4% |
| 2012 | Hardy Reed#2012 · 55,346 sh | 55,346 | $5.8M | 0.37% | 0.0% |
| 2013 | Circle Wealth Management#2013 · 26,775 sh | 26,775 | $5.8M | 0.07% | +19.0% |
| 2014 | AMG National Bank#2014 · 27,648 sh | 27,648 | $5.8M | 0.12% | -21.8% |
| 2015 | Comprehensive Wealth Management#2015 · 33,438 sh | 33,438 | $5.8M | 2.65% | -63.6% |
| 2016 | Entelevest#2016 · 46,351 sh | 46,351 | $5.8M | 4.95% | +8.0% |
| 2017 | Alliance Wealth Management Group#2017 · 205,650 sh | 205,650 | $5.8M | 1.13% | -10.1% |
| 2018 | Confluence Wealth Services#2018 · 35,579 sh | 35,579 | $5.8M | 0.17% | +2.7% |
| 2019 | SHUTTLEWORTH#2019 · 19,034 sh | 19,034 | $5.8M | 4.61% | +29.3% |
| 2020 | CPWA#2020 · 84,135 sh | 84,135 | $5.8M | 6.69% | +4.8% |
| 2021 | Field & Main Bank#2021 · 503,267 sh | 503,267 | $5.7M | 1.19% | +2.8% |
| 2022 | ROBINSON CAPITAL MANAGEMENT#2022 · 244,351 sh | 244,351 | $5.7M | 2.54% | New |
| 2023 | Global Wealth Management#2023 · 26,947 sh | 26,947 | $5.7M | — | +0.2% |
| 2024 | Austin Wealth Management#2024 · 50,704 sh | 50,704 | $5.7M | 1.21% | +0.4% |
| 2025 | TRAPHAGEN INVESTMENT ADVISORS#2025 · 224,817 sh | 224,817 | $5.7M | — | +0.7% |
| 2026 | HERBST GROUP#2026 · 29,757 sh | 29,757 | $5.7M | — | +213.5% |
| 2027 | OneAscent Wealth Management#2027 · 60,185 sh | 60,185 | $5.7M | 1.71% | +42.1% |
| 2028 | Wealth Management Partners#2028 · 44,763 sh | 44,763 | $5.7M | — | -1.3% |
| 2029 | Tranquilli Financial Advisor#2029 · 65,345 sh | 65,345 | $5.7M | 3.08% | +148.3% |
| 2030 | SEAVIEW INVESTMENT MANAGERS#2030 · 61,072 sh | 61,072 | $5.7M | 1.71% | +2.6% |
| 2031 | Penobscot Investment Management Company#2031 · 38,104 sh | 38,104 | $5.7M | — | +9.0% |
| 2032 | Wakefield Asset Management LLLP#2032 · 29,574 sh | 29,574 | $5.7M | 1.29% | +22.1% |
| 2033 | Henson-Edgewater Management#2033 · 31,550 sh | 31,550 | $5.7M | 2.96% | -1.6% |
| 2034 | AGF MANAGEMENT LTD#2034 · 26,711 sh | 26,711 | $5.7M | 0.02% | -22.7% |
| 2035 | PATRIOT INVESTMENT MANAGEMENT GROUP#2035 · 78,840 sh | 78,840 | $5.7M | — | +3.0% |
| 2036 | GABELLI FUNDS#2036 · 215,000 sh | 215,000 | $5.7M | 0.04% | 0.0% |
| 2037 | Silphium Asset Management Ltd#2037 · 61,006 sh | 61,006 | $5.7M | — | +6.3% |
| 2038 | PKS Advisory Services#2038 · 62,300 sh | 62,300 | $5.7M | — | +180.3% |
| 2039 | WEALTHGARDEN F.S.#2039 · 30,375 sh | 30,375 | $5.6M | 3.20% | +24.9% |
| 2040 | Investor's Fiduciary Advisor Network#2040 · 72,350 sh | 72,350 | $5.6M | 1.92% | +18.0% |
| 2041 | PEAK FINANCIAL ADVISORS#2041 · 32,329 sh | 32,329 | $5.6M | 2.33% | -3.1% |
| 2042 | HERITAGE OAK WEALTH ADVISORS#2042 · 112,282 sh | 112,282 | $5.6M | — | -3.4% |
| 2043 | STOCK YARDS BANK#2043 · 91,936 sh | 91,936 | $5.6M | 0.16% | +85.2% |
| 2044 | VISTA INVESTMENT PARTNERS#2044 · 194,750 sh | 194,750 | $5.6M | — | -1.8% |
| 2045 | MOUNTAIN PACIFIC INVESTMENT ADVISERS#2045 · 26,281 sh | 26,281 | $5.6M | 0.88% | +9.3% |
| 2046 | MTM FINANCIAL GROUP#2046 · 52,115 sh | 52,115 | $5.6M | 2.39% | +14.3% |
| 2047 | NOESIS CAPITAL MANGEMENT#2047 · 456,929 sh | 456,929 | $5.6M | — | +12.0% |
| 2048 | OAK HARBOR WEALTH PARTNERS#2048 · 27,727 sh | 27,727 | $5.6M | 2.07% | -18.2% |
| 2049 | Lebenthal Global Advisors#2049 · 21,707 sh | 21,707 | $5.6M | 0.75% | +163.8% |
| 2050 | TOWLE#2050 · 50,191 sh | 50,191 | $5.6M | 1.88% | +59.4% |
| 2051 | Lester Murray Antman dba SimplyRich#2051 · 26,084 sh | 26,084 | $5.5M | 1.30% | 0.0% |
| 2052 | Virginia Estate & Retirement Planning Advisors#2052 · 44,078 sh | 44,078 | $5.5M | — | New |
| 2053 | Opus Financial Solutions#2053 · 241,176 sh | 241,176 | $5.5M | 4.47% | +13.5% |
| 2054 | POTENTIA WEALTH#2054 · 80,659 sh | 80,659 | $5.5M | 2.26% | -1.7% |
| 2055 | Sunpointe#2055 · 24,991 sh | 24,991 | $5.5M | — | +14.1% |
| 2056 | TKG Advisors#2056 · 84,305 sh | 84,305 | $5.5M | 1.91% | +4.7% |
| 2057 | Ramiah Investment Group#2057 · 95,069 sh | 95,069 | $5.5M | — | -33.7% |
| 2058 | Guardian Capital#2058 · 71,025 sh | 71,025 | $5.5M | 4.50% | -26.4% |
| 2059 | TPG Advisors#2059 · 40,272 sh | 40,272 | $5.5M | — | +4.8% |
| 2060 | Trust Co#2060 · 96,477 sh | 96,477 | $5.5M | — | +16.3% |
| 2061 | Westwind Capital#2061 · 90,867 sh | 90,867 | $5.5M | — | +4.8% |
| 2062 | WATERSHED PRIVATE WEALTH#2062 · 32,930 sh | 32,930 | $5.5M | 1.54% | -33.4% |
| 2063 | SENTINEL PENSION ADVISORS#2063 · 246,963 sh | 246,963 | $5.5M | 0.72% | -4.4% |
| 2064 | Mann Financial Group#2064 · 48,238 sh | 48,238 | $5.4M | — | +21.2% |
| 2065 | BRANDYWINE OAK PRIVATE WEALTH#2065 · 100,299 sh | 100,299 | $5.4M | — | +9.7% |
| 2066 | Sanchez Wealth Management Group#2066 · 17,897 sh | 17,897 | $5.4M | 0.95% | +39.6% |
| 2067 | Triumph Capital Management#2067 · 111,634 sh | 111,634 | $5.4M | — | +2.2% |
| 2068 | INVESTMENT ADVISORY SERVICES /TX#2068 · 25,439 sh | 25,439 | $5.4M | — | +1.5% |
| 2069 | Costello Asset Management#2069 · 27,297 sh | 27,297 | $5.4M | 1.61% | +8.8% |
| 2070 | Universal- Beteiligungs- und Servicegesellschaft mbH#2070 · 203,180 sh | 203,180 | $5.4M | <0.01% | -13.0% |
| 2071 | MOSAIC FINANCIAL GROUP#2071 · 48,768 sh | 48,768 | $5.4M | 3.43% | +0.1% |
| 2072 | TI#2072 · 242,570 sh | 242,570 | $5.4M | — | 0.0% |
| 2073 | Safe Harbor Fiduciary#2073 · 40,060 sh | 40,060 | $5.4M | 4.17% | +384.5% |
| 2074 | ALLSTREET CAPITAL ADVISORS#2074 · 77,391 sh | 77,391 | $5.3M | 3.48% | +0.3% |
| 2075 | FDx Advisors#2075 · 93,176 sh | 93,176 | $5.3M | 1.61% | -16.9% |
| 2076 | Shelter Mutual Insurance#2076 · 198,589 sh | 198,589 | $5.3M | 1.13% | 0.0% |
| 2077 | Financial Management Professionals#2077 · 24,020 sh | 24,020 | $5.3M | — | +53.1% |
| 2078 | VISIONARY HORIZONS#2078 · 28,887 sh | 28,887 | $5.3M | — | +120.6% |
| 2079 | Rose Capital Advisors#2079 · 64,716 sh | 64,716 | $5.3M | 2.66% | — |
| 2080 | Brick & Kyle, Associates#2080 · 184,125 sh | 184,125 | $5.3M | 1.75% | 0.0% |
| 2081 | Soltis Investment Advisors#2081 · 58,218 sh | 58,218 | $5.3M | — | +139.9% |
| 2082 | Bank of New Hampshire#2082 · 34,811 sh | 34,811 | $5.3M | — | -2.0% |
| 2083 | Cushing Capital Partners#2083 · 32,433 sh | 32,433 | $5.3M | — | +10.6% |
| 2084 | Ironwood Wealth Management#2084 · 269,957 sh | 269,957 | $5.3M | — | -74.7% |
| 2085 | Silver Coast Investments#2085 · 46,706 sh | 46,706 | $5.3M | 1.57% | -0.4% |
| 2086 | Third View Private Wealth#2086 · 24,732 sh | 24,732 | $5.3M | 0.65% | +58.4% |
| 2087 | Blue Door Asset Management#2087 · 70,000 sh | 70,000 | $5.2M | 2.47% | New |
| 2088 | Beacon Bridge Wealth Partners#2088 · 73,519 sh | 73,519 | $5.2M | 1.49% | +0.6% |
| 2089 | Bullock Wealth Management Group#2089 · 64,620 sh | 64,620 | $5.2M | — | -5.4% |
| 2090 | SCHMIDT P J INVESTMENT MANAGEMENT#2090 · 26,859 sh | 26,859 | $5.2M | 0.81% | +9.9% |
| 2091 | Clearwater Capital Advisors#2091 · 65,695 sh | 65,695 | $5.2M | 0.38% | -13.7% |
| 2092 | WESPAC Advisors SoCal#2092 · 34,644 sh | 34,644 | $5.2M | — | +99.9% |
| 2093 | CEERA INVESTMENTS#2093 · 24,357 sh | 24,357 | $5.2M | 2.20% | +13.7% |
| 2094 | PRIVATE CLIENT SERVICES#2094 · 41,131 sh | 41,131 | $5.2M | — | -17.9% |
| 2095 | Tyche Wealth Partners#2095 · 72,872 sh | 72,872 | $5.2M | 0.73% | -11.0% |
| 2096 | Bright Futures Wealth Management#2096 · 57,511 sh | 57,511 | $5.2M | — | -16.1% |
| 2097 | Medallion Wealth Advisors#2097 · 56,353 sh | 56,353 | $5.2M | 1.63% | -34.6% |
| 2098 | Net Worth Advisory Group#2098 · 147,113 sh | 147,113 | $5.2M | — | -45.1% |
| 2099 | KELLY FINANCIAL GROUP#2099 · 27,338 sh | 27,338 | $5.2M | — | -2.4% |
| 2100 | Columbia River Financial Group#2100 · 39,897 sh | 39,897 | $5.1M | 2.76% | +1.1% |
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.