Invesco Ltd. (IVZ) — Institutional Holders, Q2 2026 (page 24)
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 2,301 to 2,400. 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 2,301–2,400 of 4,375
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2301 | Integrity Advisory Solutions#2301 · 39,594 sh | 39,594 | $4.0M | 0.42% | +44.3% |
| 2302 | Cypress Capital Group#2302 · 29,955 sh | 29,955 | $4.0M | 0.38% | +28.2% |
| 2303 | HIGHLAND CAPITAL MANAGEMENT#2303 · 87,564 sh | 87,564 | $4.0M | — | +0.1% |
| 2304 | Guardian Partners#2304 · 42,854 sh | 42,854 | $4.0M | — | -63.5% |
| 2305 | TWIN PEAKS WEALTH ADVISORS#2305 · 39,475 sh | 39,475 | $4.0M | 0.91% | -14.0% |
| 2306 | Regatta Research & Money Management#2306 · 32,180 sh | 32,180 | $4.0M | 3.80% | — |
| 2307 | Collaborative Capital Advisors#2307 · 34,314 sh | 34,314 | $4.0M | 2.54% | — |
| 2308 | Founders Financial Alliance#2308 · 51,426 sh | 51,426 | $4.0M | 0.53% | +1.8% |
| 2309 | FULTON BANK, N.A.#2309 · 22,054 sh | 22,054 | $4.0M | — | +59.9% |
| 2310 | Rafferty Asset Management#2310 · 150,425 sh | 150,425 | $4.0M | <0.01% | +25.4% |
| 2311 | RFG - Bristol Wealth Advisors#2311 · 44,116 sh | 44,116 | $4.0M | — | -7.4% |
| 2312 | FFG RETIREMENT ADVISORS#2312 · 26,848 sh | 26,848 | $4.0M | — | -75.9% |
| 2313 | Cannon Advisors#2313 · 98,549 sh | 98,549 | $3.9M | — | +321.4% |
| 2314 | BURLING WEALTH PARTNERS#2314 · 29,915 sh | 29,915 | $3.9M | 0.58% | +416.3% |
| 2315 | Lloyd Advisory Services#2315 · 27,828 sh | 27,828 | $3.9M | 1.52% | +60.4% |
| 2316 | Bigelow Investment Advisors#2316 · 18,461 sh | 18,461 | $3.9M | — | +6.7% |
| 2317 | Financial Planning Hawaii#2317 · 18,452 sh | 18,452 | $3.9M | — | -1.5% |
| 2318 | EQUITY INVESTMENT#2318 · 18,387 sh | 18,387 | $3.9M | 0.07% | -15.0% |
| 2319 | Strive Financial Group#2319 · 124,773 sh | 124,773 | $3.9M | 1.70% | +1.4% |
| 2320 | Martel Wealth Advisors#2320 · 18,352 sh | 18,352 | $3.9M | — | -1.2% |
| 2321 | PARTNERS CAPITAL INVESTMENT GROUP, LLP#2321 · 18,256 sh | 18,256 | $3.9M | 0.14% | -42.0% |
| 2322 | Peck Wealth Management#2322 · 21,706 sh | 21,706 | $3.9M | 3.27% | +1.9% |
| 2323 | Lodestone Wealth Management#2323 · 40,825 sh | 40,825 | $3.9M | — | -0.1% |
| 2324 | Schrum Private Wealth Management#2324 · 32,601 sh | 32,601 | $3.9M | 3.99% | +27.4% |
| 2325 | Purkiss Capital Advisors#2325 · 22,851 sh | 22,851 | $3.9M | 1.48% | +10.8% |
| 2326 | Sulzberger Capital Advisors#2326 · 12,777 sh | 12,777 | $3.9M | — | -5.2% |
| 2327 | Aries Wealth Management#2327 · 42,989 sh | 42,989 | $3.9M | — | -1.1% |
| 2328 | VOISARD ASSET MANAGEMENT GROUP#2328 · 152,657 sh | 152,657 | $3.9M | — | -4.7% |
| 2329 | DOVER ADVISORS#2329 · 164,784 sh | 164,784 | $3.9M | 1.58% | -0.1% |
| 2330 | Oxbow Advisors#2330 · 18,049 sh | 18,049 | $3.8M | 0.31% | -0.9% |
| 2331 | Centennial Bank#2331 · 63,923 sh | 63,923 | $3.8M | 1.24% | +8.8% |
| 2332 | Wellspring Financial Advisors#2332 · 18,024 sh | 18,024 | $3.8M | 0.25% | -1.6% |
| 2333 | SMI Advisory Services#2333 · 87,042 sh | 87,042 | $3.8M | — | +11.1% |
| 2334 | Insight Advisors, / PA#2334 · 70,759 sh | 70,759 | $3.8M | — | -5.8% |
| 2335 | Fiduciary Group#2335 · 16,488 sh | 16,488 | $3.8M | 0.30% | 0.0% |
| 2336 | MLG Wealth Management DBA Pine Grove Financial Group#2336 · 66,019 sh | 66,019 | $3.8M | — | -3.1% |
| 2337 | LEUTHOLD GROUP#2337 · 72,608 sh | 72,608 | $3.8M | 0.38% | -3.9% |
| 2338 | VALICENTI ADVISORY SERVICES#2338 · 65,335 sh | 65,335 | $3.8M | — | -57.7% |
| 2339 | 4Thought Financial Group#2339 · 193,926 sh | 193,926 | $3.8M | 1.80% | +3.9% |
| 2340 | Financial Sense Advisors#2340 · 26,729 sh | 26,729 | $3.8M | 0.75% | -83.4% |
| 2341 | Wealth Quarterback#2341 · 196,359 sh | 196,359 | $3.8M | — | +15.7% |
| 2342 | ProShare Advisors#2342 · 144,367 sh | 144,367 | $3.8M | <0.01% | +1.0% |
| 2343 | Spartan Planning & Wealth Management#2343 · 36,084 sh | 36,084 | $3.8M | — | -48.4% |
| 2344 | CURTIS WEALTH MANAGEMENT#2344 · 36,919 sh | 36,919 | $3.8M | 3.22% | -3.9% |
| 2345 | Garton & Associates Financial Advisors#2345 · 12,502 sh | 12,502 | $3.8M | 8.57% | -9.1% |
| 2346 | HOWE & RUSLING#2346 · 63,030 sh | 63,030 | $3.8M | 0.22% | +4.0% |
| 2347 | Gimbal Financial#2347 · 55,714 sh | 55,714 | $3.8M | — | — |
| 2348 | FORTERIS WEALTH MANAGEMENT#2348 · 70,016 sh | 70,016 | $3.8M | — | -3.3% |
| 2349 | JM2 Capital#2349 · 202,538 sh | 202,538 | $3.8M | — | +3.6% |
| 2350 | BCS Private Wealth Management#2350 · 45,830 sh | 45,830 | $3.8M | 1.14% | -1.0% |
| 2351 | Cascade Financial Partners#2351 · 80,861 sh | 80,861 | $3.8M | 0.33% | -3.6% |
| 2352 | Second Half Financial Partners#2352 · 26,313 sh | 26,313 | $3.8M | 1.54% | +4.2% |
| 2353 | Stegner Investment Associates#2353 · 17,631 sh | 17,631 | $3.8M | — | 0.0% |
| 2354 | United Asset Strategies#2354 · 54,996 sh | 54,996 | $3.8M | — | +13.8% |
| 2355 | Comprehensive Financial Consultants Institutional#2355 · 129,936 sh | 129,936 | $3.7M | — | -0.7% |
| 2356 | DAHRING {-} CUSMANO#2356 · 33,169 sh | 33,169 | $3.7M | 1.97% | -8.7% |
| 2357 | Capital Wealth Alliance#2357 · 52,589 sh | 52,589 | $3.7M | — | -6.8% |
| 2358 | ORRSTOWN FINANCIAL SERVICES#2358 · 55,660 sh | 55,660 | $3.7M | — | -19.3% |
| 2359 | Wisconsin Wealth Advisors#2359 · 39,634 sh | 39,634 | $3.7M | — | +0.8% |
| 2360 | Falcon Wealth Planning#2360 · 15,775 sh | 15,775 | $3.7M | 0.24% | +20.1% |
| 2361 | 9823 Capital, L.P.#2361 · 104,673 sh | 104,673 | $3.7M | 2.52% | -10.9% |
| 2362 | Delta Investment Management#2362 · 19,843 sh | 19,843 | $3.7M | 0.61% | +41.7% |
| 2363 | Turn8 Private Wealth#2363 · 21,194 sh | 21,194 | $3.7M | 2.48% | -14.2% |
| 2364 | Archford Capital Strategies#2364 · 36,939 sh | 36,939 | $3.7M | — | -76.2% |
| 2365 | Oxinas Partners Wealth Management#2365 · 35,114 sh | 35,114 | $3.7M | 1.46% | -4.7% |
| 2366 | Smith, Salley & Associates#2366 · 63,705 sh | 63,705 | $3.7M | 0.16% | -10.9% |
| 2367 | Generation Capital Management#2367 · 39,758 sh | 39,758 | $3.7M | 2.26% | +3.9% |
| 2368 | SEAMOUNT FINANCIAL GROUP#2368 · 37,789 sh | 37,789 | $3.7M | — | -3.4% |
| 2369 | FOUNDERS GROVE WEALTH PARTNERS#2369 · 158,932 sh | 158,932 | $3.7M | — | -3.7% |
| 2370 | Oceanside Advisors#2370 · 137,047 sh | 137,047 | $3.7M | 1.86% | +6.5% |
| 2371 | WASHINGTON GROWTH STRATEGIES#2371 · 22,767 sh | 22,767 | $3.7M | — | +2.2% |
| 2372 | AlphaCentric Advisors#2372 · 57,276 sh | 57,276 | $3.7M | 3.11% | -3.8% |
| 2373 | CAMBIENT FAMILY OFFICE#2373 · 71,479 sh | 71,479 | $3.7M | 0.45% | +16.6% |
| 2374 | Centennial Advisors#2374 · 30,731 sh | 30,731 | $3.7M | — | +83.9% |
| 2375 | MATRIX PRIVATE CAPITAL GROUP#2375 · 176,502 sh | 176,502 | $3.7M | 1.59% | +0.2% |
| 2376 | Freedom Investment Management#2376 · 124,082 sh | 124,082 | $3.7M | 1.02% | -3.3% |
| 2377 | GREENWOOD CAPITAL ASSOCIATES#2377 · 146,869 sh | 146,869 | $3.7M | — | +18.8% |
| 2378 | Vident Advisory#2378 · 121,664 sh | 121,664 | $3.6M | 0.03% | +300.5% |
| 2379 | CITY HOLDING#2379 · 185,626 sh | 185,626 | $3.6M | — | New |
| 2380 | Bienville Capital Management#2380 · 17,126 sh | 17,126 | $3.6M | 0.49% | +392.0% |
| 2381 | SHAPIRO CAPITAL MANAGEMENT#2381 · 17,125 sh | 17,125 | $3.6M | 0.22% | -10.0% |
| 2382 | Foster Victor Wealth Advisors#2382 · 12,287 sh | 12,287 | $3.6M | — | -77.7% |
| 2383 | Three Seasons Wealth#2383 · 12,825 sh | 12,825 | $3.6M | 0.33% | -57.5% |
| 2384 | Hyundai Investments , Ltd.#2384 · 68,822 sh | 68,822 | $3.6M | 3.94% | +18.8% |
| 2385 | Soundwatch Capital#2385 · 22,026 sh | 22,026 | $3.6M | 0.40% | +1.0% |
| 2386 | RiverTree Advisors#2386 · 100,977 sh | 100,977 | $3.6M | — | +1.7% |
| 2387 | Creekside Partners#2387 · 62,324 sh | 62,324 | $3.6M | 1.32% | -0.4% |
| 2388 | Wealth Management Nebraska#2388 · 12,802 sh | 12,802 | $3.6M | — | +3.4% |
| 2389 | VICTORY FINANCIAL GROUP#2389 · 55,721 sh | 55,721 | $3.6M | — | -54.8% |
| 2390 | Kendall Capital Management#2390 · 49,981 sh | 49,981 | $3.6M | — | +10.6% |
| 2391 | Wealth Advisory Team#2391 · 40,363 sh | 40,363 | $3.6M | 2.94% | — |
| 2392 | Freestone Capital#2392 · 40,412 sh | 40,412 | $3.6M | 0.09% | -4.1% |
| 2393 | Meridian Financial Partners#2393 · 184,454 sh | 184,454 | $3.6M | — | -0.6% |
| 2394 | BXM Wealth#2394 · 27,897 sh | 27,897 | $3.6M | 1.95% | -0.2% |
| 2395 | SIG BROKERAGE#2395 · 28,001 sh | 28,001 | $3.6M | 0.07% | 0.0% |
| 2396 | Noble Wealth Partners#2396 · 22,147 sh | 22,147 | $3.6M | 3.11% | — |
| 2397 | LongView Wealth Management#2397 · 39,567 sh | 39,567 | $3.6M | — | -24.5% |
| 2398 | Zurcher Kantonalbank (Zurich Cantonalbank)#2398 · 135,048 sh | 135,048 | $3.6M | <0.01% | 0.0% |
| 2399 | Fearless Solutions, dba Best Invest#2399 · 27,841 sh | 27,841 | $3.6M | — | +1.0% |
| 2400 | Avid Wealth Partners#2400 · 63,988 sh | 63,988 | $3.6M | 1.72% | -74.1% |
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.