Invesco Ltd. (IVZ) — Institutional Holders, Q2 2026 (page 26)
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 2,501 to 2,600. 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 2,501–2,600 of 4,375
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2501 | Camelot Portfolios#2501 · 139,846 sh | 139,846 | $3.2M | 2.24% | +12.6% |
| 2502 | Watershed Asset Management, L.L.C.#2502 · 54,000 sh | 54,000 | $3.2M | 2.86% | +50.0% |
| 2503 | First Washington#2503 · 14,993 sh | 14,993 | $3.2M | 0.76% | New |
| 2504 | Ring Mountain Capital#2504 · 24,517 sh | 24,517 | $3.2M | — | +1.4% |
| 2505 | MJP ASSOCIATES#2505 · 26,271 sh | 26,271 | $3.2M | 0.35% | +16.7% |
| 2506 | Phillip James Consulting#2506 · 98,121 sh | 98,121 | $3.2M | 2.12% | New |
| 2507 | HANSEATIC MANAGEMENT SERVICES#2507 · 10,487 sh | 10,487 | $3.2M | — | -3.7% |
| 2508 | KIECKHEFER GROUP#2508 · 10,480 sh | 10,480 | $3.2M | — | +18.2% |
| 2509 | HOURGLASS CAPITAL#2509 · 15,620 sh | 15,620 | $3.2M | — | 0.0% |
| 2510 | HCR Wealth Advisors#2510 · 90,362 sh | 90,362 | $3.2M | — | -5.0% |
| 2511 | ORLEANS CAPITAL MANAGEMENT#2511 · 18,076 sh | 18,076 | $3.2M | 1.63% | 0.0% |
| 2512 | Quadcap Wealth Management#2512 · 28,960 sh | 28,960 | $3.2M | 0.31% | -64.0% |
| 2513 | BIRINYI ASSOCIATES#2513 · 14,844 sh | 14,844 | $3.2M | — | -0.7% |
| 2514 | City State Bank#2514 · 57,280 sh | 57,280 | $3.2M | — | +5.3% |
| 2515 | FIDUCIENT ADVISORS#2515 · 46,450 sh | 46,450 | $3.2M | 0.45% | 0.0% |
| 2516 | LAUREL OAK WEALTH MANAGEMENT#2516 · 58,304 sh | 58,304 | $3.1M | — | +20.1% |
| 2517 | MARCO INVESTMENT MANAGEMENT#2517 · 14,785 sh | 14,785 | $3.1M | 0.21% | +2.8% |
| 2518 | Monetary Solutions, Ltd#2518 · 18,999 sh | 18,999 | $3.1M | — | +10.5% |
| 2519 | Mittelman Wealth Management#2519 · 33,948 sh | 33,948 | $3.1M | 2.07% | -77.8% |
| 2520 | Sincerus Advisory#2520 · 14,703 sh | 14,703 | $3.1M | — | -1.1% |
| 2521 | Tandem Investment Partners#2521 · 14,660 sh | 14,660 | $3.1M | — | -35.6% |
| 2522 | NCM Capital Management#2522 · 26,836 sh | 26,836 | $3.1M | 0.96% | 0.0% |
| 2523 | Bill Few Associates#2523 · 145,254 sh | 145,254 | $3.1M | — | 0.0% |
| 2524 | DARK FOREST CAPITAL MANAGEMENT#2524 · 117,895 sh | 117,895 | $3.1M | 0.20% | +436.3% |
| 2525 | Kentucky#2525 · 37,180 sh | 37,180 | $3.1M | — | -0.3% |
| 2526 | Taylor Securities Services#2526 · 25,090 sh | 25,090 | $3.1M | — | +2.2% |
| 2527 | Aureus Asset Management#2527 · 14,553 sh | 14,553 | $3.1M | 0.19% | -6.8% |
| 2528 | Millennium Capital Advisors#2528 · 21,755 sh | 21,755 | $3.1M | — | 0.0% |
| 2529 | Great Waters Wealth Management#2529 · 93,675 sh | 93,675 | $3.1M | — | -2.4% |
| 2530 | Relyea Zuckerberg Hanson#2530 · 13,754 sh | 13,754 | $3.1M | — | -6.7% |
| 2531 | Ballentine Partners#2531 · 47,810 sh | 47,810 | $3.1M | 0.04% | -12.0% |
| 2532 | CHAPMAN FINANCIAL GROUP#2532 · 91,327 sh | 91,327 | $3.0M | — | +1.4% |
| 2533 | COTTONWOOD CAPITAL ADVISORS#2533 · 124,753 sh | 124,753 | $3.0M | — | -0.2% |
| 2534 | ADELL HARRIMAN & CARPENTER#2534 · 148,783 sh | 148,783 | $3.0M | 0.16% | -2.2% |
| 2535 | Stonebridge Wealth Management#2535 · 55,824 sh | 55,824 | $3.0M | — | -1.8% |
| 2536 | RMR Wealth Builders#2536 · 54,435 sh | 54,435 | $3.0M | — | -16.6% |
| 2537 | FIRST HAWAIIAN BANK#2537 · 278,337 sh | 278,337 | $3.0M | — | +1.9% |
| 2538 | ETF Store#2538 · 99,617 sh | 99,617 | $3.0M | — | +33.3% |
| 2539 | Strategic Financial Partners, Ltd.#2539 · 147,604 sh | 147,604 | $3.0M | 1.13% | +85.1% |
| 2540 | NovaPoint Capital#2540 · 13,797 sh | 13,797 | $3.0M | — | +23.8% |
| 2541 | Nest Investments#2541 · 123,515 sh | 123,515 | $3.0M | 2.28% | +0.5% |
| 2542 | EASTERLY INVESTMENT PARTNERS#2542 · 113,750 sh | 113,750 | $3.0M | 0.15% | New |
| 2543 | Meridian Wealth Advisors#2543 · 17,846 sh | 17,846 | $3.0M | 0.34% | 0.0% |
| 2544 | STATE TREASURER STATE OF MICHIGAN#2544 · 113,498 sh | 113,498 | $3.0M | — | -2.2% |
| 2545 | Riverbend Wealth Management#2545 · 14,073 sh | 14,073 | $3.0M | — | +4.7% |
| 2546 | Allspring Global Investments#2546 · 52,761 sh | 52,761 | $3.0M | <0.01% | +48.6% |
| 2547 | THOR TRADING ADVISORS#2547 · 188,021 sh | 188,021 | $3.0M | 0.94% | New |
| 2548 | Red Door Wealth Management#2548 · 19,975 sh | 19,975 | $3.0M | 0.27% | +8.5% |
| 2549 | LEGACY SOLUTIONS#2549 · 42,922 sh | 42,922 | $3.0M | — | +9.2% |
| 2550 | Dougherty & Associates#2550 · 9,814 sh | 9,814 | $3.0M | 2.38% | -4.1% |
| 2551 | CAPE ANN SAVINGS BANK#2551 · 13,890 sh | 13,890 | $3.0M | 1.39% | +11.3% |
| 2552 | THURSTON, SPRINGER, MILLER, HERD & TITAK#2552 · 21,960 sh | 21,960 | $3.0M | — | +27.9% |
| 2553 | Jupiter Wealth Management#2553 · 17,300 sh | 17,300 | $2.9M | 1.18% | 0.0% |
| 2554 | Palumbo Wealth Management#2554 · 94,465 sh | 94,465 | $2.9M | 0.62% | +1.9% |
| 2555 | Smithfield#2555 · 29,859 sh | 29,859 | $2.9M | 0.12% | +3.9% |
| 2556 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#2556 · 111,295 sh | 111,295 | $2.9M | <0.01% | -2.8% |
| 2557 | ANDERSON HOAGLAND#2557 · 117,016 sh | 117,016 | $2.9M | — | -62.9% |
| 2558 | Prana Capital Management#2558 · 111,148 sh | 111,148 | $2.9M | 0.09% | +135.3% |
| 2559 | ALBION FINANCIAL GROUP#2559 · 197,278 sh | 197,278 | $2.9M | — | +12.5% |
| 2560 | LIBERTY ONE INVESTMENT MANAGEMENT#2560 · 33,114 sh | 33,114 | $2.9M | 0.29% | -79.6% |
| 2561 | Revisor Wealth Management#2561 · 42,686 sh | 42,686 | $2.9M | — | +12.3% |
| 2562 | EPIQ PARTNERS#2562 · 13,736 sh | 13,736 | $2.9M | — | -0.9% |
| 2563 | Finward Bancorp#2563 · 35,914 sh | 35,914 | $2.9M | — | -18.5% |
| 2564 | State of New Jersey Common Pension Fund D#2564 · 110,245 sh | 110,245 | $2.9M | <0.01% | -3.0% |
| 2565 | Dodds Wealth#2565 · 17,000 sh | 17,000 | $2.9M | 0.65% | 0.0% |
| 2566 | Tassel Capital Management#2566 · 137,108 sh | 137,108 | $2.9M | — | +8.6% |
| 2567 | Cottage Street Advisors#2567 · 61,115 sh | 61,115 | $2.9M | — | +3.2% |
| 2568 | Valpey Financial Services#2568 · 129,019 sh | 129,019 | $2.9M | 1.72% | +2.2% |
| 2569 | Bravias Capital Group#2569 · 33,339 sh | 33,339 | $2.9M | 1.70% | +1.9% |
| 2570 | Blom & Howell Financial Planning#2570 · 17,683 sh | 17,683 | $2.9M | 2.39% | +15.9% |
| 2571 | GREAT LAKES ADVISORS#2571 · 59,955 sh | 59,955 | $2.9M | 0.02% | -43.0% |
| 2572 | Westmount Partners#2572 · 42,143 sh | 42,143 | $2.9M | 0.63% | +5.4% |
| 2573 | Old North State#2573 · 29,096 sh | 29,096 | $2.9M | 1.47% | -0.2% |
| 2574 | Weaver Capital Management#2574 · 38,618 sh | 38,618 | $2.9M | — | 0.0% |
| 2575 | Cheviot Value Management#2575 · 123,766 sh | 123,766 | $2.9M | 0.29% | +0.4% |
| 2576 | MinichMacGregor Wealth Management#2576 · 28,507 sh | 28,507 | $2.9M | — | -83.5% |
| 2577 | Topsail Wealth Management#2577 · 28,402 sh | 28,402 | $2.9M | 0.36% | -0.3% |
| 2578 | WEST BANCORPORATION#2578 · 35,028 sh | 35,028 | $2.8M | 1.22% | +1.7% |
| 2579 | Meadow Creek Wealth Advisors#2579 · 13,346 sh | 13,346 | $2.8M | 1.73% | -5.2% |
| 2580 | Mattson Financial Services#2580 · 23,656 sh | 23,656 | $2.8M | 0.59% | -27.8% |
| 2581 | Orca Investment Management#2581 · 17,550 sh | 17,550 | $2.8M | 2.06% | +3.6% |
| 2582 | Meeder Advisory Services#2582 · 31,990 sh | 31,990 | $2.8M | 0.10% | +2370.3% |
| 2583 | Ankerstar Wealth#2583 · 14,620 sh | 14,620 | $2.8M | 2.38% | +14.8% |
| 2584 | Roof Eidam Maycock Peralta#2584 · 17,529 sh | 17,529 | $2.8M | — | +14.0% |
| 2585 | Joseph Group Capital Management#2585 · 26,249 sh | 26,249 | $2.8M | 0.59% | +15.6% |
| 2586 | Runnymede Capital Advisors#2586 · 30,267 sh | 30,267 | $2.8M | 1.68% | +12.8% |
| 2587 | Peregrine Asset Advisers#2587 · 14,400 sh | 14,400 | $2.8M | 0.61% | -0.1% |
| 2588 | Weitzel Financial Services#2588 · 23,908 sh | 23,908 | $2.8M | — | +13.6% |
| 2589 | S.A. Mason#2589 · 37,735 sh | 37,735 | $2.8M | — | +8.9% |
| 2590 | HOLDERNESS INVESTMENTS#2590 · 96,012 sh | 96,012 | $2.8M | 0.47% | +4.2% |
| 2591 | J HAGAN CAPITAL#2591 · 31,082 sh | 31,082 | $2.8M | 1.30% | +1.8% |
| 2592 | Northstar Financial Companies#2592 · 17,672 sh | 17,672 | $2.8M | 1.88% | +57.7% |
| 2593 | SHRIER WEALTH MANAGEMENT#2593 · 13,103 sh | 13,103 | $2.8M | — | +0.6% |
| 2594 | Triangle Securities Wealth Management#2594 · 16,156 sh | 16,156 | $2.8M | — | +36.0% |
| 2595 | EHRLICH FINANCIAL GROUP#2595 · 67,111 sh | 67,111 | $2.8M | — | -4.5% |
| 2596 | Dedeker Financial#2596 · 13,076 sh | 13,076 | $2.8M | — | +90.8% |
| 2597 | Waterford Advisors#2597 · 13,024 sh | 13,024 | $2.8M | 0.76% | -3.7% |
| 2598 | EWA#2598 · 36,483 sh | 36,483 | $2.8M | 0.50% | +138.6% |
| 2599 | Tolleson Wealth Management#2599 · 29,468 sh | 29,468 | $2.8M | 0.37% | 0.0% |
| 2600 | PENNINGTON PARTNERS#2600 · 12,564 sh | 12,564 | $2.8M | 0.88% | -7.8% |
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.