Invesco Ltd. (IVZ) — Institutional Holders, Q2 2026 (page 27)
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 2,601 to 2,700. 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 2,601–2,700 of 4,375
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2601 | Bedel Financial Consulting#2601 · 28,256 sh | 28,256 | $2.8M | 0.26% | +23.3% |
| 2602 | Massachusetts Wealth Management#2602 · 23,211 sh | 23,211 | $2.7M | — | +1.2% |
| 2603 | TOWNSEND ASSET MANAGEMENT /NC#2603 · 20,771 sh | 20,771 | $2.7M | 0.88% | +10.8% |
| 2604 | Pacific Point Advisors#2604 · 10,174 sh | 10,174 | $2.7M | 1.25% | +169.3% |
| 2605 | Aviance Capital Partners#2605 · 68,708 sh | 68,708 | $2.7M | 0.28% | +1.6% |
| 2606 | Heirloom Wealth Management#2606 · 26,650 sh | 26,650 | $2.7M | — | -49.9% |
| 2607 | Ciovacco Capital Management#2607 · 12,836 sh | 12,836 | $2.7M | 1.22% | +0.2% |
| 2608 | Newbridge Financial Services Group#2608 · 37,145 sh | 37,145 | $2.7M | — | +3.4% |
| 2609 | Briggs Wealth Management#2609 · 48,710 sh | 48,710 | $2.7M | — | +75.2% |
| 2610 | Sculati Wealth Management#2610 · 37,912 sh | 37,912 | $2.7M | — | -1.6% |
| 2611 | E Fund Management (Hong Kong) , Ltd.#2611 · 9,683 sh | 9,683 | $2.7M | 0.90% | +31.5% |
| 2612 | Peak Retirement Planning#2612 · 31,208 sh | 31,208 | $2.7M | 0.43% | +20.3% |
| 2613 | Orographic Financial Advisors#2613 · 39,819 sh | 39,819 | $2.7M | 1.79% | +16.2% |
| 2614 | Hopwood Nicholas Hunter#2614 · 16,670 sh | 16,670 | $2.7M | 0.74% | -83.3% |
| 2615 | Indie Asset Partners#2615 · 25,866 sh | 25,866 | $2.7M | 2.58% | +1.0% |
| 2616 | PENSION & WEALTH MANAGEMENT ADVISORS#2616 · 13,506 sh | 13,506 | $2.7M | — | +0.9% |
| 2617 | Ethos Capital Management#2617 · 38,292 sh | 38,292 | $2.7M | 1.91% | -27.9% |
| 2618 | EARNED WEALTH ADVISORS#2618 · 33,248 sh | 33,248 | $2.7M | 0.17% | +7.8% |
| 2619 | E Fund Management , Ltd.#2619 · 8,865 sh | 8,865 | $2.7M | 0.06% | +20.4% |
| 2620 | SOA Wealth Advisors#2620 · 33,966 sh | 33,966 | $2.7M | 0.42% | -3.9% |
| 2621 | Schaeffer Financial#2621 · 35,733 sh | 35,733 | $2.7M | — | -2.0% |
| 2622 | CALIBER WEALTH MANAGEMENT, / KS#2622 · 16,221 sh | 16,221 | $2.7M | 0.26% | -1.7% |
| 2623 | Core Wealth Partners#2623 · 20,653 sh | 20,653 | $2.7M | 1.14% | +26.9% |
| 2624 | WJ Financial Advisors#2624 · 52,496 sh | 52,496 | $2.7M | 1.96% | +3.4% |
| 2625 | KKM Financial#2625 · 21,050 sh | 21,050 | $2.7M | 0.37% | -10.8% |
| 2626 | Hilltop Partners#2626 · 27,889 sh | 27,889 | $2.7M | 0.65% | +29.2% |
| 2627 | WELCH CAPITAL PARTNERS#2627 · 12,488 sh | 12,488 | $2.7M | 0.52% | 0.0% |
| 2628 | Heritage Wealth Management#2628 · 12,691 sh | 12,691 | $2.7M | 0.66% | +3.7% |
| 2629 | Waldron Private Wealth#2629 · 25,321 sh | 25,321 | $2.7M | 0.09% | +8.9% |
| 2630 | HF Advisory Group#2630 · 50,981 sh | 50,981 | $2.7M | — | +3.6% |
| 2631 | Facet Wealth#2631 · 14,373 sh | 14,373 | $2.6M | 0.04% | -38.0% |
| 2632 | MetLife Investment Management#2632 · 100,051 sh | 100,051 | $2.6M | 0.01% | -2.3% |
| 2633 | GSG Advisors#2633 · 23,596 sh | 23,596 | $2.6M | 0.58% | +2.2% |
| 2634 | GLOBALT Investments / GA#2634 · 97,255 sh | 97,255 | $2.6M | — | -4.7% |
| 2635 | Sharp Financial Services#2635 · 19,286 sh | 19,286 | $2.6M | 1.22% | +168.7% |
| 2636 | Prosperity Financial Group#2636 · 25,223 sh | 25,223 | $2.6M | 0.82% | -1.9% |
| 2637 | Rockbridge Investment Management, LCC#2637 · 10,820 sh | 10,820 | $2.6M | 0.21% | -1.1% |
| 2638 | Goodman Financial#2638 · 81,640 sh | 81,640 | $2.6M | 0.41% | +0.1% |
| 2639 | FIG FINANCIAL ADVISORY SERVICES#2639 · 55,149 sh | 55,149 | $2.6M | — | New |
| 2640 | Allied Private Wealth#2640 · 18,387 sh | 18,387 | $2.6M | 1.68% | — |
| 2641 | EagleClaw Capital Managment#2641 · 12,285 sh | 12,285 | $2.6M | 0.35% | +10.3% |
| 2642 | BARRETT & COMPANY#2642 · 51,310 sh | 51,310 | $2.6M | — | -1.9% |
| 2643 | Brindle & Bay Financial Advisors#2643 · 12,261 sh | 12,261 | $2.6M | — | +21.6% |
| 2644 | BTG Pactual Asset Management US#2644 · 41,323 sh | 41,323 | $2.6M | 0.16% | -8.3% |
| 2645 | DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.#2645 · 17,446 sh | 17,446 | $2.6M | 0.11% | New |
| 2646 | Sarver Vrooman Wealth Advisors#2646 · 100,706 sh | 100,706 | $2.6M | — | +0.2% |
| 2647 | Harvest Investment Services#2647 · 26,291 sh | 26,291 | $2.6M | 0.40% | +20.7% |
| 2648 | Wealthstar Advisors#2648 · 78,365 sh | 78,365 | $2.6M | — | +9.4% |
| 2649 | CSM Advisors#2649 · 17,950 sh | 17,950 | $2.6M | 0.06% | 0.0% |
| 2650 | Dupree Financial Group#2650 · 18,613 sh | 18,613 | $2.6M | — | +3.8% |
| 2651 | Ballew Advisors#2651 · 131,342 sh | 131,342 | $2.6M | — | 0.0% |
| 2652 | Wellington Shields#2652 · 19,060 sh | 19,060 | $2.6M | 0.58% | +21.6% |
| 2653 | Arizona State Retirement System#2653 · 98,079 sh | 98,079 | $2.6M | 0.01% | +0.2% |
| 2654 | Peachtree Investment Partners#2654 · 13,219 sh | 13,219 | $2.6M | 0.83% | +12.2% |
| 2655 | FF Advisors#2655 · 105,495 sh | 105,495 | $2.6M | — | +18.8% |
| 2656 | American Beacon Advisors#2656 · 126,700 sh | 126,700 | $2.6M | 18.68% | New |
| 2657 | Choice Wealth Advisors#2657 · 40,303 sh | 40,303 | $2.6M | — | -0.2% |
| 2658 | J. Safra Sarasin Holding AG#2658 · 18,193 sh | 18,193 | $2.6M | — | +93.9% |
| 2659 | Vista Private Wealth Partners.#2659 · 16,733 sh | 16,733 | $2.6M | — | +4.2% |
| 2660 | Kapstone Financial Advisors#2660 · 30,021 sh | 30,021 | $2.6M | 1.07% | +11.1% |
| 2661 | Planned Solutions#2661 · 20,419 sh | 20,419 | $2.6M | — | +10.6% |
| 2662 | CORDA Investment Management#2662 · 12,015 sh | 12,015 | $2.6M | — | +2.3% |
| 2663 | BTC Capital Management#2663 · 12,000 sh | 12,000 | $2.6M | 0.15% | 0.0% |
| 2664 | Abound Wealth Management#2664 · 12,674 sh | 12,674 | $2.5M | — | -25.3% |
| 2665 | Diligent Investors#2665 · 27,446 sh | 27,446 | $2.5M | — | +1.1% |
| 2666 | Moss Adams Wealth Advisors#2666 · 11,962 sh | 11,962 | $2.5M | 0.16% | 0.0% |
| 2667 | Ridgewood Investments#2667 · 33,787 sh | 33,787 | $2.5M | — | -2.5% |
| 2668 | Fidelis Capital Partners#2668 · 22,757 sh | 22,757 | $2.5M | 0.15% | +12.2% |
| 2669 | Qsemble Capital Management#2669 · 95,845 sh | 95,845 | $2.5M | 0.32% | New |
| 2670 | Advisory Resource Group#2670 · 96,907 sh | 96,907 | $2.5M | — | +2.6% |
| 2671 | BARTLETT & WEALTH MANAGEMENT#2671 · 31,738 sh | 31,738 | $2.5M | 0.03% | +3.4% |
| 2672 | ENZI WEALTH#2672 · 22,335 sh | 22,335 | $2.5M | — | -7.6% |
| 2673 | Schonfeld Strategic Advisors#2673 · 95,061 sh | 95,061 | $2.5M | <0.01% | -77.2% |
| 2674 | Dale Q Rice Investment Management Ltd#2674 · 21,577 sh | 21,577 | $2.5M | — | +9.0% |
| 2675 | Boston Walden#2675 · 11,779 sh | 11,779 | $2.5M | 0.02% | +36.9% |
| 2676 | CAPITAL ADVISORS#2676 · 29,475 sh | 29,475 | $2.5M | 0.04% | +7.7% |
| 2677 | TT Capital Management#2677 · 122,687 sh | 122,687 | $2.5M | — | +6.9% |
| 2678 | DEARBORN PARTNERS#2678 · 91,212 sh | 91,212 | $2.5M | 0.13% | 0.0% |
| 2679 | SBE DBA CEDAR COVE WEALTH PARTNERS#2679 · 54,047 sh | 54,047 | $2.5M | — | -90.5% |
| 2680 | BROWN WEALTH MANAGEMENT#2680 · 31,558 sh | 31,558 | $2.5M | — | +1.3% |
| 2681 | Range Advisory#2681 · 26,352 sh | 26,352 | $2.5M | 0.29% | +58.5% |
| 2682 | ORG Wealth Partners#2682 · 102,416 sh | 102,416 | $2.5M | 0.37% | +11.0% |
| 2683 | LRI Investments#2683 · 580,447 sh | 580,447 | $2.5M | 0.20% | +0.1% |
| 2684 | 6th Street Advisors#2684 · 9,156 sh | 9,156 | $2.5M | — | -5.5% |
| 2685 | O'Connor Alternative Investments#2685 · 41,700 sh | 41,700 | $2.5M | 0.18% | New |
| 2686 | Summit Place Financial Advisors#2686 · 37,346 sh | 37,346 | $2.5M | — | -0.2% |
| 2687 | FC Advisory#2687 · 123,212 sh | 123,212 | $2.5M | — | +10.6% |
| 2688 | VIMA#2688 · 91,623 sh | 91,623 | $2.5M | — | — |
| 2689 | Targeted Financial Services#2689 · 68,784 sh | 68,784 | $2.5M | — | -2.6% |
| 2690 | Retirement Systems of Alabama#2690 · 93,129 sh | 93,129 | $2.5M | <0.01% | -1.2% |
| 2691 | AMERIFLEX GROUP#2691 · 58,581 sh | 58,581 | $2.5M | 1.00% | +6.9% |
| 2692 | Fortune Financial Advisors#2692 · 11,546 sh | 11,546 | $2.5M | 1.05% | -4.0% |
| 2693 | Box Hill Private Wealth#2693 · 8,102 sh | 8,102 | $2.5M | — | +35.4% |
| 2694 | TME FINANCIAL#2694 · 29,904 sh | 29,904 | $2.5M | — | -7.9% |
| 2695 | Optas#2695 · 57,336 sh | 57,336 | $2.5M | 0.34% | -53.7% |
| 2696 | Legacy Advisors#2696 · 23,242 sh | 23,242 | $2.4M | — | +24.3% |
| 2697 | Asset Allocation & Management Company#2697 · 11,468 sh | 11,468 | $2.4M | — | 0.0% |
| 2698 | LGL PARTNERS#2698 · 11,450 sh | 11,450 | $2.4M | 0.89% | +0.4% |
| 2699 | CDM FINANCIAL COUNSELING SERVICES#2699 · 14,337 sh | 14,337 | $2.4M | — | -6.4% |
| 2700 | CONTINENTAL ADVISORS#2700 · 91,690 sh | 91,690 | $2.4M | — | -6.1% |
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.