Invesco Ltd. (IVZ) — Institutional Holders, Q2 2026 (page 25)
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 2,401 to 2,500. 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 2,401–2,500 of 4,375
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2401 | Wealth Management Associates#2401 · 50,279 sh | 50,279 | $3.6M | 0.98% | -12.2% |
| 2402 | Greykasell Wealth Strategies#2402 · 47,769 sh | 47,769 | $3.5M | 1.29% | -2.7% |
| 2403 | Titiun Yejiel#2403 · 25,000 sh | 25,000 | $3.5M | 3.07% | 0.0% |
| 2404 | Signet Private Wealth#2404 · 27,079 sh | 27,079 | $3.5M | 2.82% | +50.2% |
| 2405 | INVESTMENT HOUSE#2405 · 20,614 sh | 20,614 | $3.5M | — | -36.9% |
| 2406 | Keystone Global Partners#2406 · 16,632 sh | 16,632 | $3.5M | — | -7.8% |
| 2407 | Opus Capital Group#2407 · 41,573 sh | 41,573 | $3.5M | 0.34% | 0.0% |
| 2408 | Fortis Capital Management#2408 · 59,207 sh | 59,207 | $3.5M | 0.39% | +9.2% |
| 2409 | Atlas Wealth#2409 · 16,552 sh | 16,552 | $3.5M | 0.50% | New |
| 2410 | Northwest Bancshares#2410 · 60,993 sh | 60,993 | $3.5M | 0.63% | -0.4% |
| 2411 | Astra Wealth Partners#2411 · 19,188 sh | 19,188 | $3.5M | 1.86% | -15.3% |
| 2412 | WealthTrak Capital Management#2412 · 28,124 sh | 28,124 | $3.5M | 2.30% | -10.7% |
| 2413 | Luminist Capital#2413 · 26,020 sh | 26,020 | $3.5M | 3.93% | +870.9% |
| 2414 | BALANCED WEALTH GROUP#2414 · 49,957 sh | 49,957 | $3.5M | 1.10% | -32.4% |
| 2415 | TOWER BRIDGE ADVISORS#2415 · 15,768 sh | 15,768 | $3.5M | 0.31% | +4.5% |
| 2416 | SJS Investment Consulting#2416 · 169,930 sh | 169,930 | $3.5M | — | +29.1% |
| 2417 | Renasant Bank#2417 · 14,153 sh | 14,153 | $3.5M | 2.24% | +0.7% |
| 2418 | PENOBSCOT WEALTH MANAGEMENT#2418 · 34,483 sh | 34,483 | $3.5M | — | +0.3% |
| 2419 | Gladwyn Financial Advisors#2419 · 218,434 sh | 218,434 | $3.5M | — | +10.4% |
| 2420 | SPIREPOINT PRIVATE CLIENT#2420 · 49,910 sh | 49,910 | $3.5M | 0.28% | +1.6% |
| 2421 | Florin Court Capital LLP#2421 · 110,300 sh | 110,300 | $3.5M | 5.65% | +164.5% |
| 2422 | Goodwin Investment Advisory#2422 · 44,489 sh | 44,489 | $3.5M | 6.96% | +3.9% |
| 2423 | LYELL WEALTH MANAGEMENT#2423 · 19,241 sh | 19,241 | $3.5M | 0.21% | -9.7% |
| 2424 | Boston Partners#2424 · 17,169 sh | 17,169 | $3.4M | <0.01% | +40.6% |
| 2425 | BOK Financial Private Wealth#2425 · 21,849 sh | 21,849 | $3.4M | 0.18% | -6.9% |
| 2426 | SILVERCREST ASSET MANAGEMENT GROUP#2426 · 27,826 sh | 27,826 | $3.4M | 0.02% | -0.7% |
| 2427 | SURIENCE PRIVATE WEALTH#2427 · 67,334 sh | 67,334 | $3.4M | — | New |
| 2428 | Cassady Wealth & Retirement Planning#2428 · 30,315 sh | 30,315 | $3.4M | 1.59% | +3.0% |
| 2429 | Sidoxia Capital Management#2429 · 167,929 sh | 167,929 | $3.4M | 2.51% | +0.5% |
| 2430 | GREAT WEST LIFE ASSURANCE#2430 · 129,531 sh | 129,531 | $3.4M | <0.01% | +0.1% |
| 2431 | Pinnacle Bancorp#2431 · 76,039 sh | 76,039 | $3.4M | — | +7.9% |
| 2432 | Daiwa Securities Group#2432 · 73,985 sh | 73,985 | $3.4M | <0.01% | +4.2% |
| 2433 | Chris Bulman#2433 · 67,003 sh | 67,003 | $3.4M | — | -8.6% |
| 2434 | MFA Wealth Services#2434 · 31,936 sh | 31,936 | $3.4M | — | +4.8% |
| 2435 | Lexington Hill Partners#2435 · 15,999 sh | 15,999 | $3.4M | — | -11.9% |
| 2436 | Kestra Investment Management#2436 · 34,699 sh | 34,699 | $3.4M | 0.07% | +144.5% |
| 2437 | Perissos Private Wealth Management#2437 · 202,735 sh | 202,735 | $3.4M | 2.29% | -43.2% |
| 2438 | REGIONS FINANCIAL#2438 · 33,988 sh | 33,988 | $3.4M | 0.02% | -12.7% |
| 2439 | FIRST FINANCIAL#2439 · 12,176 sh | 12,176 | $3.4M | — | -2.3% |
| 2440 | Canvas Wealth Advisors#2440 · 15,752 sh | 15,752 | $3.4M | 0.47% | +147.1% |
| 2441 | Kessler Investment Group#2441 · 179,137 sh | 179,137 | $3.4M | — | +0.8% |
| 2442 | Navigation Group#2442 · 89,348 sh | 89,348 | $3.4M | 0.66% | +4.2% |
| 2443 | Fragasso Group#2443 · 32,860 sh | 32,860 | $3.4M | — | -1.2% |
| 2444 | jvl associates#2444 · 11,170 sh | 11,170 | $3.4M | — | -2.0% |
| 2445 | Evanson Financial#2445 · 49,695 sh | 49,695 | $3.4M | — | — |
| 2446 | Hansen & Associates Financial Group#2446 · 41,122 sh | 41,122 | $3.4M | 1.93% | +14.8% |
| 2447 | Leisure Capital Management#2447 · 154,925 sh | 154,925 | $3.4M | 1.05% | -0.7% |
| 2448 | Portus Wealth Advisors#2448 · 52,241 sh | 52,241 | $3.4M | — | -3.8% |
| 2449 | Avail Investment Partners#2449 · 18,480 sh | 18,480 | $3.4M | — | +0.8% |
| 2450 | Wiser Advisor Group#2450 · 67,536 sh | 67,536 | $3.4M | 3.69% | -1.7% |
| 2451 | Madrid Wealth Management#2451 · 15,764 sh | 15,764 | $3.4M | — | 0.0% |
| 2452 | GAMMA Investing#2452 · 63,804 sh | 63,804 | $3.3M | — | +6.6% |
| 2453 | Tradewinds Capital Management#2453 · 127,194 sh | 127,194 | $3.3M | — | -1.4% |
| 2454 | BlackDiamond Wealth Management#2454 · 25,836 sh | 25,836 | $3.3M | 1.34% | +2.2% |
| 2455 | PUBLIC SECTOR PENSION INVESTMENT BOARD#2455 · 126,565 sh | 126,565 | $3.3M | <0.01% | -0.1% |
| 2456 | Permanent Capital Management#2456 · 34,755 sh | 34,755 | $3.3M | 0.45% | -71.3% |
| 2457 | Systematic Alpha Investments#2457 · 126,193 sh | 126,193 | $3.3M | 0.09% | 0.0% |
| 2458 | Czech National Bank#2458 · 126,179 sh | 126,179 | $3.3M | — | +4.3% |
| 2459 | Aldebaran Financial#2459 · 26,320 sh | 26,320 | $3.3M | 2.70% | +12.2% |
| 2460 | Investment Insight Wealth Management#2460 · 20,549 sh | 20,549 | $3.3M | 2.88% | +21.8% |
| 2461 | Brightwater Advisory#2461 · 15,587 sh | 15,587 | $3.3M | 2.10% | -2.0% |
| 2462 | Ferguson Shapiro#2462 · 18,729 sh | 18,729 | $3.3M | — | New |
| 2463 | GoalVest Advisory#2463 · 41,229 sh | 41,229 | $3.3M | — | -24.3% |
| 2464 | Pitti Group Wealth Management#2464 · 45,412 sh | 45,412 | $3.3M | 2.41% | +28.2% |
| 2465 | Tripletail Wealth Management#2465 · 15,367 sh | 15,367 | $3.3M | 3.80% | +30.0% |
| 2466 | Arsenal Capital Advisors#2466 · 25,145 sh | 25,145 | $3.3M | 1.95% | +49.1% |
| 2467 | GEM Asset Management#2467 · 15,511 sh | 15,511 | $3.3M | — | +0.2% |
| 2468 | WOODMONT INVESTMENT COUNSEL#2468 · 98,161 sh | 98,161 | $3.3M | 0.18% | -12.9% |
| 2469 | Cedar Point Capital Partners#2469 · 43,538 sh | 43,538 | $3.3M | 1.89% | +3.3% |
| 2470 | American Alpha Advisors#2470 · 15,477 sh | 15,477 | $3.3M | 1.78% | +50.9% |
| 2471 | Francis Financial#2471 · 24,411 sh | 24,411 | $3.3M | 0.54% | +6.8% |
| 2472 | Bristlecone Value Partners#2472 · 139,697 sh | 139,697 | $3.3M | 2.64% | +8.1% |
| 2473 | Tranquility Partners#2473 · 22,845 sh | 22,845 | $3.3M | — | -6.2% |
| 2474 | Canal Capital Management#2474 · 206,433 sh | 206,433 | $3.3M | 0.40% | +632.6% |
| 2475 | First Fiduciary Investment Counsel#2475 · 170,308 sh | 170,308 | $3.3M | — | -0.3% |
| 2476 | TopTier Wealth Management#2476 · 51,424 sh | 51,424 | $3.3M | — | -8.4% |
| 2477 | Private Wealth Asset Management#2477 · 126,696 sh | 126,696 | $3.3M | 0.32% | +6.5% |
| 2478 | Sovereign Investment Advisors#2478 · 41,601 sh | 41,601 | $3.3M | 0.61% | +0.5% |
| 2479 | Alpha Omega Wealth Management#2479 · 15,352 sh | 15,352 | $3.3M | — | -0.5% |
| 2480 | Stone Wealth Partners#2480 · 20,206 sh | 20,206 | $3.3M | 2.39% | +0.2% |
| 2481 | BRIAN LOW FINANCIAL GROUP#2481 · 121,937 sh | 121,937 | $3.3M | 1.90% | +9.6% |
| 2482 | Lakeshore Capital Group#2482 · 121,389 sh | 121,389 | $3.3M | — | +3.6% |
| 2483 | UNIQUE WEALTH#2483 · 26,480 sh | 26,480 | $3.3M | — | +19.1% |
| 2484 | Rather & Kittrell#2484 · 50,487 sh | 50,487 | $3.2M | 0.45% | -1.1% |
| 2485 | New Age Alpha Advisors#2485 · 122,976 sh | 122,976 | $3.2M | 0.14% | New |
| 2486 | OxenFree Capital#2486 · 15,136 sh | 15,136 | $3.2M | — | +56.9% |
| 2487 | Marks Group Wealth Management#2487 · 26,412 sh | 26,412 | $3.2M | 0.28% | 0.0% |
| 2488 | Latitude Advisors#2488 · 40,419 sh | 40,419 | $3.2M | — | +34.0% |
| 2489 | Drexel Morgan#2489 · 15,215 sh | 15,215 | $3.2M | 0.45% | 0.0% |
| 2490 | Godshalk Welsh Capital Management#2490 · 15,205 sh | 15,205 | $3.2M | 1.74% | +1.2% |
| 2491 | Williams & Novak#2491 · 73,005 sh | 73,005 | $3.2M | — | +33.4% |
| 2492 | ASL Financial#2492 · 55,186 sh | 55,186 | $3.2M | — | +0.6% |
| 2493 | Ruffer LLP#2493 · 122,638 sh | 122,638 | $3.2M | 0.11% | +9.3% |
| 2494 | Counterweight Ventures#2494 · 15,154 sh | 15,154 | $3.2M | 1.61% | -1.2% |
| 2495 | Winthrop Partners - WNY#2495 · 158,253 sh | 158,253 | $3.2M | 1.59% | +3.7% |
| 2496 | KWMG#2496 · 54,041 sh | 54,041 | $3.2M | — | +0.4% |
| 2497 | Mayfair Advisory Group#2497 · 37,684 sh | 37,684 | $3.2M | — | +11.2% |
| 2498 | Spectrum Strategic Capital Management#2498 · 16,613 sh | 16,613 | $3.2M | — | -13.9% |
| 2499 | Vienna Asset Management#2499 · 12,066 sh | 12,066 | $3.2M | 2.25% | +27.0% |
| 2500 | Wilmington Savings Fund Society, FSB#2500 · 35,075 sh | 35,075 | $3.2M | — | -9.0% |
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.