Invesco Ltd. (IVZ) — Institutional Holders, Q2 2026 (page 22)
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 2,101 to 2,200. 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 2,101–2,200 of 4,375
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2101 | Hobbs Wealth Management#2101 · 31,860 sh | 31,860 | $5.1M | — | -19.3% |
| 2102 | Gator Capital Management#2102 · 26,078 sh | 26,078 | $5.1M | 1.08% | -15.3% |
| 2103 | TICINO WEALTH#2103 · 24,077 sh | 24,077 | $5.1M | — | +91.6% |
| 2104 | TCFG Investment Advisors#2104 · 65,459 sh | 65,459 | $5.1M | — | -0.6% |
| 2105 | Landmark Wealth Management#2105 · 16,893 sh | 16,893 | $5.1M | 1.22% | -9.1% |
| 2106 | OF VERMONT#2106 · 71,600 sh | 71,600 | $5.1M | — | — |
| 2107 | Quadrant Private Wealth Management#2107 · 197,175 sh | 197,175 | $5.1M | 1.14% | +4.6% |
| 2108 | RAFFA WEALTH MANAGEMENT#2108 · 24,022 sh | 24,022 | $5.1M | 0.64% | +0.2% |
| 2109 | XP Advisory US#2109 · 54,941 sh | 54,941 | $5.1M | 2.80% | — |
| 2110 | Kapitalo Investimentos Ltda#2110 · 24,000 sh | 24,000 | $5.1M | — | New |
| 2111 | Taylor & Morgan Wealth Management#2111 · 23,999 sh | 23,999 | $5.1M | — | -7.9% |
| 2112 | Bulltick Wealth Management#2112 · 23,994 sh | 23,994 | $5.1M | 1.04% | 0.0% |
| 2113 | Main Street Group, LTD#2113 · 70,293 sh | 70,293 | $5.1M | 1.19% | +3.3% |
| 2114 | Sumitomo Mitsui DS Asset Management Company, Ltd#2114 · 32,633 sh | 32,633 | $5.1M | — | +17.2% |
| 2115 | Obermeyer Wealth Partners#2115 · 45,182 sh | 45,182 | $5.1M | — | -1.0% |
| 2116 | Selby Wealth Management#2116 · 71,332 sh | 71,332 | $5.1M | — | -3.3% |
| 2117 | Sandy Cove Advisors#2117 · 25,245 sh | 25,245 | $5.1M | 1.27% | +4.8% |
| 2118 | Kelman-Lazarov#2118 · 41,704 sh | 41,704 | $5.1M | 0.66% | -0.1% |
| 2119 | Daniel Investment Group#2119 · 25,528 sh | 25,528 | $5.1M | 3.00% | — |
| 2120 | Roger Wittlin Investment Advisory#2120 · 26,847 sh | 26,847 | $5.1M | — | +28.4% |
| 2121 | Good Steward Wealth Advisors#2121 · 217,982 sh | 217,982 | $5.1M | 3.05% | -1.6% |
| 2122 | Fiera Capital#2122 · 163,668 sh | 163,668 | $5.0M | 0.02% | 0.0% |
| 2123 | KRAEMATON INVESTMENT ADVISORS#2123 · 76,555 sh | 76,555 | $5.0M | 3.75% | +6.2% |
| 2124 | Cordatus Wealth Management#2124 · 254,562 sh | 254,562 | $5.0M | — | +3.7% |
| 2125 | CoreFirst Bank#2125 · 30,771 sh | 30,771 | $5.0M | 2.50% | +1.8% |
| 2126 | HFG Wealth Management#2126 · 31,052 sh | 31,052 | $5.0M | — | New |
| 2127 | Signature Equity Partners#2127 · 49,660 sh | 49,660 | $5.0M | 2.30% | -7.3% |
| 2128 | INKWELL CAPITAL#2128 · 23,510 sh | 23,510 | $5.0M | 5.20% | -0.1% |
| 2129 | Pinnacle Wealth Planning Services#2129 · 58,994 sh | 58,994 | $5.0M | — | +25.5% |
| 2130 | Willis Johnson & Associates#2130 · 216,088 sh | 216,088 | $5.0M | 0.28% | -0.4% |
| 2131 | Riverstone Advisors#2131 · 71,266 sh | 71,266 | $5.0M | 2.06% | +40.9% |
| 2132 | Monument Capital Management#2132 · 43,704 sh | 43,704 | $5.0M | — | -14.7% |
| 2133 | Rede Wealth#2133 · 53,836 sh | 53,836 | $5.0M | — | +5.7% |
| 2134 | PLIMOTH#2134 · 457,054 sh | 457,054 | $5.0M | — | +3.8% |
| 2135 | ABOUND FINANCIAL#2135 · 31,311 sh | 31,311 | $4.9M | 1.97% | -1.4% |
| 2136 | Ducere Wealth Management#2136 · 46,666 sh | 46,666 | $4.9M | 1.48% | +32.4% |
| 2137 | Next Capital Management#2137 · 22,609 sh | 22,609 | $4.9M | 1.33% | +1.1% |
| 2138 | Quartz Partners#2138 · 116,948 sh | 116,948 | $4.9M | 1.61% | -8.7% |
| 2139 | VISTA INVESTMENT PARTNERS II#2139 · 150,134 sh | 150,134 | $4.9M | — | +18.3% |
| 2140 | Evergreen Wealth Partners#2140 · 64,650 sh | 64,650 | $4.9M | 2.95% | +101.8% |
| 2141 | BAILARD#2141 · 23,059 sh | 23,059 | $4.9M | — | +0.7% |
| 2142 | SIMPLEX TRADING#2142 · 69,479 sh | 69,479 | $4.9M | <0.01% | -62.9% |
| 2143 | Barnes Wealth Management Group#2143 · 68,959 sh | 68,959 | $4.9M | 2.26% | +9.3% |
| 2144 | SageView Advisory Group#2144 · 75,826 sh | 75,826 | $4.9M | 0.16% | +1.9% |
| 2145 | Spears Abacus Advisors#2145 · 22,956 sh | 22,956 | $4.9M | 0.09% | -1.5% |
| 2146 | Good Harbor Advisors#2146 · 190,795 sh | 190,795 | $4.9M | — | +3.7% |
| 2147 | Schuylkill Financial#2147 · 25,193 sh | 25,193 | $4.9M | — | — |
| 2148 | Duncan Williams Asset Management#2148 · 41,824 sh | 41,824 | $4.9M | 1.10% | -17.6% |
| 2149 | Abbot Financial Management#2149 · 69,370 sh | 69,370 | $4.9M | 1.66% | -1.4% |
| 2150 | TRB Wealth Management#2150 · 87,748 sh | 87,748 | $4.9M | 0.65% | +16.5% |
| 2151 | FINANCIAL ADVISORY PARTNERS#2151 · 238,710 sh | 238,710 | $4.9M | — | +8.0% |
| 2152 | OSSIAM#2152 · 183,996 sh | 183,996 | $4.9M | 0.06% | New |
| 2153 | BankPlus Wealth Management#2153 · 26,875 sh | 26,875 | $4.9M | — | -51.5% |
| 2154 | ALEXANDER LABRUNERIE#2154 · 22,788 sh | 22,788 | $4.8M | 1.70% | +19.8% |
| 2155 | Midwest#2155 · 115,463 sh | 115,463 | $4.8M | — | +22.6% |
| 2156 | Transcendent Capital Group#2156 · 66,553 sh | 66,553 | $4.8M | 1.88% | -71.2% |
| 2157 | Fonville Wealth Management#2157 · 22,727 sh | 22,727 | $4.8M | — | -0.1% |
| 2158 | Ackerman Asset Management#2158 · 78,951 sh | 78,951 | $4.8M | 2.90% | -2.3% |
| 2159 | Optivise Advisory Services#2159 · 43,247 sh | 43,247 | $4.8M | — | +9.0% |
| 2160 | ADVISORY RESEARCH#2160 · 67,183 sh | 67,183 | $4.8M | 0.48% | +0.7% |
| 2161 | Venturi Wealth Management#2161 · 49,053 sh | 49,053 | $4.8M | 0.19% | +13.4% |
| 2162 | Stenger Family Office#2162 · 75,437 sh | 75,437 | $4.8M | — | -8.2% |
| 2163 | SYM FINANCIAL#2163 · 30,319 sh | 30,319 | $4.8M | — | +656.3% |
| 2164 | Mid-American Wealth Advisory Group#2164 · 19,632 sh | 19,632 | $4.8M | — | -15.4% |
| 2165 | STOREBRAND ASSET MANAGEMENT AS#2165 · 181,983 sh | 181,983 | $4.8M | 0.01% | +9.0% |
| 2166 | Thayer Financial, L.L.C.#2166 · 191,503 sh | 191,503 | $4.8M | — | +7.0% |
| 2167 | WEST MICHIGAN ADVISORS#2167 · 106,123 sh | 106,123 | $4.8M | 1.05% | 0.0% |
| 2168 | Fiscal Wisdom Wealth Management#2168 · 31,262 sh | 31,262 | $4.8M | — | +7.2% |
| 2169 | Nalls Sherbakoff Group#2169 · 97,410 sh | 97,410 | $4.8M | 3.41% | +3.0% |
| 2170 | DAYMARK WEALTH PARTNERS#2170 · 123,340 sh | 123,340 | $4.8M | 0.12% | +447.5% |
| 2171 | Battery Global Advisors#2171 · 22,256 sh | 22,256 | $4.7M | 2.37% | +12.7% |
| 2172 | OLD MISSION CAPITAL#2172 · 221,124 sh | 221,124 | $4.7M | 0.08% | -44.4% |
| 2173 | Tudor Financial#2173 · 153,327 sh | 153,327 | $4.7M | 2.13% | +369.7% |
| 2174 | Van Hulzen Asset Management#2174 · 58,087 sh | 58,087 | $4.7M | 0.34% | +138.7% |
| 2175 | Fedenia Advisers#2175 · 29,245 sh | 29,245 | $4.7M | — | New |
| 2176 | Curran Financial Partners#2176 · 134,785 sh | 134,785 | $4.7M | 0.70% | +9.5% |
| 2177 | LIFELONG WEALTH ADVISORS#2177 · 33,204 sh | 33,204 | $4.7M | — | -80.6% |
| 2178 | BankPlus Department#2178 · 73,480 sh | 73,480 | $4.7M | 1.10% | -7.5% |
| 2179 | Family Legacy Financial Solutions#2179 · 15,470 sh | 15,470 | $4.7M | — | +29.8% |
| 2180 | Truvestments Capital#2180 · 83,132 sh | 83,132 | $4.7M | 0.70% | +3.9% |
| 2181 | Planning Strategies#2181 · 36,770 sh | 36,770 | $4.7M | — | — |
| 2182 | Fjell Capital#2182 · 99,685 sh | 99,685 | $4.7M | — | +0.2% |
| 2183 | CCG WEALTH MANAGEMENT#2183 · 56,679 sh | 56,679 | $4.7M | 1.08% | +6.7% |
| 2184 | Rossby Financial, LCC#2184 · 82,472 sh | 82,472 | $4.7M | 0.85% | -6.7% |
| 2185 | LJI Wealth Management#2185 · 87,879 sh | 87,879 | $4.7M | 0.65% | +2.6% |
| 2186 | QUANTUM FINANCIAL PARTNERS#2186 · 36,727 sh | 36,727 | $4.7M | — | — |
| 2187 | Sankala Group#2187 · 48,844 sh | 48,844 | $4.6M | 3.09% | +57.7% |
| 2188 | Independent Wealth Advisors#2188 · 23,351 sh | 23,351 | $4.6M | — | +9.2% |
| 2189 | Avise Financial Cooperative#2189 · 82,255 sh | 82,255 | $4.6M | 3.28% | +9.2% |
| 2190 | CACTI ASSET MANAGEMENT#2190 · 175,180 sh | 175,180 | $4.6M | — | 0.0% |
| 2191 | Markin Asset Management#2191 · 21,703 sh | 21,703 | $4.6M | 3.95% | New |
| 2192 | FORTRESS FINANCIAL GROUP#2192 · 21,208 sh | 21,208 | $4.6M | — | -64.6% |
| 2193 | Investment Research Partners#2193 · 24,776 sh | 24,776 | $4.6M | — | +1.7% |
| 2194 | Telos Capital Management#2194 · 21,643 sh | 21,643 | $4.6M | 0.41% | +2.2% |
| 2195 | Strait & Sound Wealth Management#2195 · 59,219 sh | 59,219 | $4.6M | 1.61% | +5.9% |
| 2196 | CONSCIOUS WEALTH INVESTMENTS#2196 · 33,084 sh | 33,084 | $4.6M | 2.36% | +3.3% |
| 2197 | TBH Global Asset Management#2197 · 30,906 sh | 30,906 | $4.6M | 0.84% | +1.1% |
| 2198 | Vantage Point Financial#2198 · 195,786 sh | 195,786 | $4.6M | 1.40% | -0.3% |
| 2199 | DRIVE WEALTH MANAGEMENT#2199 · 91,534 sh | 91,534 | $4.6M | 0.82% | 0.0% |
| 2200 | Benchmark Financial Wealth Advisors#2200 · 21,441 sh | 21,441 | $4.6M | — | +3.2% |
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.