Invesco Ltd. (IVZ) — Institutional Holders, Q2 2026 (page 23)
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 2,201 to 2,300. 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 2,201–2,300 of 4,375
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2201 | Sherman Wealth Management#2201 · 55,600 sh | 55,600 | $4.6M | — | +7.9% |
| 2202 | Darwin Wealth Management#2202 · 44,052 sh | 44,052 | $4.5M | 1.24% | +2.0% |
| 2203 | Vantus Wealth#2203 · 50,862 sh | 50,862 | $4.5M | 2.43% | — |
| 2204 | Blue Fin Capital#2204 · 206,550 sh | 206,550 | $4.5M | 0.66% | -0.3% |
| 2205 | M1 Capital Management#2205 · 39,744 sh | 39,744 | $4.5M | 1.66% | -79.6% |
| 2206 | GK Wealth Management#2206 · 18,027 sh | 18,027 | $4.5M | — | New |
| 2207 | OLD POINT & FINANCIAL SERVICES N A#2207 · 230,377 sh | 230,377 | $4.5M | — | +7.9% |
| 2208 | KING LUTHER CAPITAL MANAGEMENT#2208 · 65,279 sh | 65,279 | $4.5M | 0.02% | +14.7% |
| 2209 | Fulcrum Equity Management#2209 · 43,644 sh | 43,644 | $4.5M | — | +23.2% |
| 2210 | Topor & Korea#2210 · 49,918 sh | 49,918 | $4.5M | — | +0.7% |
| 2211 | Texas Capital Bank Wealth Management Services#2211 · 23,318 sh | 23,318 | $4.5M | 0.24% | 0.0% |
| 2212 | Ranch Capital Advisors#2212 · 100,367 sh | 100,367 | $4.5M | 1.42% | +1.5% |
| 2213 | Affinity Capital Advisors#2213 · 168,535 sh | 168,535 | $4.5M | — | +222.3% |
| 2214 | CERTUITY#2214 · 41,208 sh | 41,208 | $4.5M | 0.22% | 0.0% |
| 2215 | RIVER'S EDGE WEALTH MANAGEMENT#2215 · 20,958 sh | 20,958 | $4.5M | — | +4.7% |
| 2216 | WORLD EQUITY GROUP#2216 · 100,389 sh | 100,389 | $4.5M | — | +5.1% |
| 2217 | McGuire Investment Group#2217 · 63,011 sh | 63,011 | $4.5M | — | +0.3% |
| 2218 | Longaeva Partners L.P.#2218 · 20,922 sh | 20,922 | $4.5M | 0.10% | New |
| 2219 | OLD NATIONAL BANCORP#2219 · 74,855 sh | 74,855 | $4.5M | — | -81.2% |
| 2220 | Bridgewater Advisors#2220 · 47,960 sh | 47,960 | $4.4M | 0.24% | 0.0% |
| 2221 | BRASADA CAPITAL MANAGEMENT#2221 · 0 sh | 0 | $4.4M | 0.79% | -100.0% |
| 2222 | COWA#2222 · 20,840 sh | 20,840 | $4.4M | 1.11% | +2.4% |
| 2223 | Skyline Advisors#2223 · 188,506 sh | 188,506 | $4.4M | 1.39% | +453.7% |
| 2224 | BEAM WEALTH ADVISORS#2224 · 80,492 sh | 80,492 | $4.4M | 0.98% | -11.7% |
| 2225 | Plante Moran Financial Advisors#2225 · 74,790 sh | 74,790 | $4.4M | 0.21% | +41.3% |
| 2226 | Fidelis Wealth Advisors#2226 · 14,590 sh | 14,590 | $4.4M | 6.62% | New |
| 2227 | VALLEY NATIONAL ADVISERS#2227 · 65,213 sh | 65,213 | $4.4M | — | -11.9% |
| 2228 | Harbour Wealth Management Group#2228 · 24,979 sh | 24,979 | $4.4M | 2.98% | +25.5% |
| 2229 | WRAPMANAGER#2229 · 119,551 sh | 119,551 | $4.4M | 1.38% | +7.2% |
| 2230 | Resurgent Financial Advisors#2230 · 38,133 sh | 38,133 | $4.4M | 1.22% | +18.7% |
| 2231 | American Financial Advisors#2231 · 44,475 sh | 44,475 | $4.4M | 0.53% | -11.9% |
| 2232 | Omega Financial Group#2232 · 215,065 sh | 215,065 | $4.4M | 1.33% | +0.3% |
| 2233 | Carr Financial Group#2233 · 29,650 sh | 29,650 | $4.4M | 1.01% | +6.6% |
| 2234 | Spectrum Planning & Advisory Services#2234 · 32,648 sh | 32,648 | $4.4M | 1.96% | -24.0% |
| 2235 | SHEPHERD KAPLAN KROCHUK#2235 · 207,559 sh | 207,559 | $4.4M | 3.48% | +36.5% |
| 2236 | Strathmore Capital Advisors#2236 · 147,994 sh | 147,994 | $4.4M | 1.18% | -4.0% |
| 2237 | Parkside Financial Bank#2237 · 50,598 sh | 50,598 | $4.4M | — | +101.7% |
| 2238 | Platform Technology Partners#2238 · 40,613 sh | 40,613 | $4.4M | 0.71% | +13.2% |
| 2239 | Lifetime Wealth Management P.C.#2239 · 60,886 sh | 60,886 | $4.3M | 2.54% | +2.3% |
| 2240 | Balboa Wealth Partners#2240 · 47,252 sh | 47,252 | $4.3M | — | +22.2% |
| 2241 | TrueWealth Advisors#2241 · 33,496 sh | 33,496 | $4.3M | — | +0.5% |
| 2242 | THREADGILL FINANCIAL#2242 · 26,828 sh | 26,828 | $4.3M | 1.79% | -54.4% |
| 2243 | Redwood Family Wealth#2243 · 23,471 sh | 23,471 | $4.3M | — | -3.5% |
| 2244 | BEARING POINT CAPITAL#2244 · 20,312 sh | 20,312 | $4.3M | 0.58% | +5.9% |
| 2245 | LANDAAS & /WI#2245 · 136,577 sh | 136,577 | $4.3M | 0.79% | -9.0% |
| 2246 | M Wealth Management#2246 · 269,421 sh | 269,421 | $4.3M | — | -0.1% |
| 2247 | Williams Jones Wealth Management#2247 · 23,349 sh | 23,349 | $4.3M | 0.05% | +35.5% |
| 2248 | Hershey Financial Advisers#2248 · 37,670 sh | 37,670 | $4.3M | 3.07% | +5.5% |
| 2249 | Police & Firemen's Retirement System of New Jersey#2249 · 161,955 sh | 161,955 | $4.3M | 0.03% | +2.1% |
| 2250 | Belvedere Trading#2250 · 27,512 sh | 27,512 | $4.3M | <0.01% | +101.2% |
| 2251 | Unified Investment Management#2251 · 164,776 sh | 164,776 | $4.3M | — | +4.9% |
| 2252 | ENTRUST FINANCIAL#2252 · 181,043 sh | 181,043 | $4.3M | 2.77% | +6.8% |
| 2253 | HARMONY ASSET MANAGEMENT#2253 · 121,480 sh | 121,480 | $4.3M | — | -0.5% |
| 2254 | Alteri Wealth#2254 · 67,486 sh | 67,486 | $4.3M | 1.18% | -12.5% |
| 2255 | BostonPremier Wealth#2255 · 19,323 sh | 19,323 | $4.2M | — | +1.6% |
| 2256 | McCollum Christoferson Group#2256 · 23,437 sh | 23,437 | $4.2M | — | +4.7% |
| 2257 | Paladin Wealth#2257 · 30,533 sh | 30,533 | $4.2M | — | +0.5% |
| 2258 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT#2258 · 121,525 sh | 121,525 | $4.2M | 0.22% | -1.6% |
| 2259 | Douglass Winthrop Advisors#2259 · 15,582 sh | 15,582 | $4.2M | 0.07% | New |
| 2260 | First National Bank of Mount Dora, Investment Services#2260 · 19,827 sh | 19,827 | $4.2M | — | 0.0% |
| 2261 | Disciplined Investors, L.L.C.#2261 · 39,601 sh | 39,601 | $4.2M | 2.10% | +10.6% |
| 2262 | WASHINGTON#2262 · 22,668 sh | 22,668 | $4.2M | — | +44.9% |
| 2263 | Bestgate Wealth Advisors#2263 · 13,867 sh | 13,867 | $4.2M | — | +0.8% |
| 2264 | ShoreHaven Wealth Partners#2264 · 136,528 sh | 136,528 | $4.2M | — | +3.6% |
| 2265 | 49 WEALTH MANAGEMENT#2265 · 263,704 sh | 263,704 | $4.2M | 0.80% | +3896.7% |
| 2266 | ALONGSIDE#2266 · 263,704 sh | 263,704 | $4.2M | 0.80% | — |
| 2267 | Whipplewood Advisors#2267 · 74,825 sh | 74,825 | $4.2M | — | -11.0% |
| 2268 | Valley Brook Capital Group#2268 · 36,750 sh | 36,750 | $4.2M | — | +6.8% |
| 2269 | Melone Private Wealth#2269 · 50,730 sh | 50,730 | $4.2M | — | +5.2% |
| 2270 | Merkkuri Wealth Advisors#2270 · 24,843 sh | 24,843 | $4.2M | 2.59% | -33.1% |
| 2271 | Excelsior Advisor Network#2271 · 64,197 sh | 64,197 | $4.2M | 0.55% | +173.1% |
| 2272 | CATHY PARETO & ASSOCIATES#2272 · 61,717 sh | 61,717 | $4.2M | — | -6.7% |
| 2273 | ROCKLAND#2273 · 100,215 sh | 100,215 | $4.2M | — | +4.5% |
| 2274 | Rockingstone Advisors#2274 · 42,387 sh | 42,387 | $4.2M | — | -0.2% |
| 2275 | Sunbeam Capital Management#2275 · 166,861 sh | 166,861 | $4.2M | 1.90% | +3.0% |
| 2276 | KG&L Capital Management#2276 · 193,233 sh | 193,233 | $4.1M | — | -0.3% |
| 2277 | Corecam AG#2277 · 36,640 sh | 36,640 | $4.1M | 3.53% | -22.8% |
| 2278 | JACKSON SQUARE CAPITAL#2278 · 13,638 sh | 13,638 | $4.1M | — | -0.7% |
| 2279 | APPLETON PARTNERS#2279 · 175,842 sh | 175,842 | $4.1M | 0.25% | +5.9% |
| 2280 | Wellington Shields Capital Management#2280 · 19,345 sh | 19,345 | $4.1M | 0.52% | +8.6% |
| 2281 | McNamara Financial Services#2281 · 150,211 sh | 150,211 | $4.1M | 0.71% | +0.4% |
| 2282 | IronBridge Private Wealth#2282 · 259,022 sh | 259,022 | $4.1M | 1.35% | +1.7% |
| 2283 | EAGLE HARBOR ASSET MANAGEMENT#2283 · 169,142 sh | 169,142 | $4.1M | — | +13.9% |
| 2284 | SPINNAKER#2284 · 24,379 sh | 24,379 | $4.1M | 0.20% | +4.3% |
| 2285 | Mason & Associates#2285 · 37,417 sh | 37,417 | $4.1M | 0.66% | -76.5% |
| 2286 | Newport Capital Group#2286 · 215,410 sh | 215,410 | $4.1M | — | -6.5% |
| 2287 | MARK SHEPTOFF FINANCIAL PLANNING#2287 · 20,658 sh | 20,658 | $4.1M | 2.17% | +1.8% |
| 2288 | Lifeworks Advisors#2288 · 236,156 sh | 236,156 | $4.1M | 0.43% | +10.0% |
| 2289 | Lionsbridge Wealth Management#2289 · 30,042 sh | 30,042 | $4.1M | — | +21.7% |
| 2290 | Greenwich Wealth Management#2290 · 17,492 sh | 17,492 | $4.1M | 0.15% | -37.0% |
| 2291 | FINANCIAL LIFE ADVISORS#2291 · 123,764 sh | 123,764 | $4.1M | — | +244.8% |
| 2292 | FIDUCIARY FINANCIAL GROUP#2292 · 168,544 sh | 168,544 | $4.1M | — | +14.8% |
| 2293 | Treasure Coast Financial Planning#2293 · 71,568 sh | 71,568 | $4.1M | 1.99% | -0.5% |
| 2294 | SFM#2294 · 14,742 sh | 14,742 | $4.1M | — | +47.9% |
| 2295 | COMPASS CAPITAL MANAGEMENT#2295 · 19,101 sh | 19,101 | $4.1M | 0.24% | +902.7% |
| 2296 | Intellectus Partners#2296 · 21,729 sh | 21,729 | $4.1M | 0.70% | +1.4% |
| 2297 | D L CARLSON INVESTMENT GROUP#2297 · 130,187 sh | 130,187 | $4.1M | 0.65% | +5.3% |
| 2298 | Owen LaRue#2298 · 30,943 sh | 30,943 | $4.0M | 1.41% | +13.5% |
| 2299 | MSH Capital Advisors#2299 · 45,495 sh | 45,495 | $4.0M | 0.70% | +20.3% |
| 2300 | Retirement Planning of New England#2300 · 59,068 sh | 59,068 | $4.0M | — | -2.8% |
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.