Invesco Ltd. (IVZ) — Institutional Holders, Q2 2026 (page 28)
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 2,701 to 2,800. 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 2,701–2,800 of 4,375
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2701 | Oakmont Advisory Group#2701 · 18,666 sh | 18,666 | $2.4M | 2.03% | +33.1% |
| 2702 | Paradigm, Strategies in Wealth Management#2702 · 34,433 sh | 34,433 | $2.4M | — | +47.9% |
| 2703 | SevenBridge Financial Group#2703 · 10,908 sh | 10,908 | $2.4M | — | -0.6% |
| 2704 | Vanguard Investments Australia, Ltd.#2704 · 90,614 sh | 90,614 | $2.4M | <0.01% | +0.5% |
| 2705 | Compass Wealth Management#2705 · 11,222 sh | 11,222 | $2.4M | 0.95% | -96.8% |
| 2706 | WESTBOURNE INVESTMENTS#2706 · 39,933 sh | 39,933 | $2.4M | 0.97% | +2.5% |
| 2707 | Magnolia Private Wealth#2707 · 63,335 sh | 63,335 | $2.4M | 1.31% | +121.4% |
| 2708 | Cynosure Management#2708 · 120,049 sh | 120,049 | $2.4M | 0.36% | -17.0% |
| 2709 | NVWM#2709 · 85,825 sh | 85,825 | $2.4M | — | +82.7% |
| 2710 | GreatBanc#2710 · 42,135 sh | 42,135 | $2.4M | 1.48% | -0.2% |
| 2711 | Octavia Wealth Advisors#2711 · 34,754 sh | 34,754 | $2.4M | 0.21% | +4.5% |
| 2712 | ROBERTS GLORE#2712 · 63,129 sh | 63,129 | $2.4M | 0.59% | +1.6% |
| 2713 | GUYASUTA INVESTMENT ADVISORS#2713 · 12,160 sh | 12,160 | $2.4M | — | +19.6% |
| 2714 | Hudson Oak Wealth Advisory#2714 · 11,154 sh | 11,154 | $2.4M | — | +0.4% |
| 2715 | NLB Skladi, upravljanje premozenja, d.o.o.#2715 · 21,000 sh | 21,000 | $2.4M | — | 0.0% |
| 2716 | Community Bank & , Waco, Texas#2716 · 91,313 sh | 91,313 | $2.4M | — | +11.8% |
| 2717 | SANDLER CAPITAL MANAGEMENT#2717 · 78,987 sh | 78,987 | $2.4M | 1.17% | New |
| 2718 | Jackson Wealth Management#2718 · 18,770 sh | 18,770 | $2.4M | 1.39% | -95.8% |
| 2719 | BANTA ASSET MANAGEMENT#2719 · 13,535 sh | 13,535 | $2.4M | 2.11% | -35.5% |
| 2720 | Blue Edge Capital#2720 · 7,778 sh | 7,778 | $2.4M | 0.28% | -42.8% |
| 2721 | HORIZON BANCORP#2721 · 11,136 sh | 11,136 | $2.4M | 1.10% | -2.6% |
| 2722 | Oribel Capital Management#2722 · 5,400 sh | 5,400 | $2.3M | 0.07% | New |
| 2723 | MACROVIEW INVESTMENT MANAGEMENT#2723 · 10,970 sh | 10,970 | $2.3M | — | -53.2% |
| 2724 | Stonebridge Financial Group, / MO#2724 · 20,234 sh | 20,234 | $2.3M | 1.54% | -9.1% |
| 2725 | Philadelphia Investment Partners#2725 · 117,578 sh | 117,578 | $2.3M | 1.44% | +13.5% |
| 2726 | Everest Management#2726 · 10,870 sh | 10,870 | $2.3M | 0.86% | 0.0% |
| 2727 | Meadowbrook Advisors Group#2727 · 97,682 sh | 97,682 | $2.3M | 1.23% | -16.9% |
| 2728 | Charis Legacy Partners#2728 · 10,780 sh | 10,780 | $2.3M | — | +0.5% |
| 2729 | GatePass Capital#2729 · 12,677 sh | 12,677 | $2.3M | 0.87% | +66.4% |
| 2730 | WealthPoint Financial#2730 · 14,093 sh | 14,093 | $2.3M | 1.66% | -83.5% |
| 2731 | Asset Management One , Ltd.#2731 · 86,232 sh | 86,232 | $2.3M | — | +7.4% |
| 2732 | MOULTON WEALTH MANAGEMENT#2732 · 62,260 sh | 62,260 | $2.3M | — | +1608.1% |
| 2733 | Randall & Associates Wealth Management#2733 · 142,805 sh | 142,805 | $2.3M | — | -13.8% |
| 2734 | Englebert Financial Advisers#2734 · 25,847 sh | 25,847 | $2.3M | — | +24.0% |
| 2735 | BLVD Private Wealth#2735 · 7,772 sh | 7,772 | $2.3M | — | +22.1% |
| 2736 | Emerald Advisors#2736 · 7,469 sh | 7,469 | $2.3M | — | -0.1% |
| 2737 | WASHINGTON BANK#2737 · 44,452 sh | 44,452 | $2.3M | 0.16% | -0.4% |
| 2738 | Deeter Investments LLP#2738 · 38,200 sh | 38,200 | $2.3M | 0.31% | New |
| 2739 | Capital Square#2739 · 14,571 sh | 14,571 | $2.3M | — | +5.9% |
| 2740 | Howard Capital Management#2740 · 13,451 sh | 13,451 | $2.3M | — | +110.9% |
| 2741 | Advus Financial Partners#2741 · 7,438 sh | 7,438 | $2.3M | — | New |
| 2742 | Kuhn & Investment Counsel#2742 · 109,808 sh | 109,808 | $2.3M | 1.30% | -1.3% |
| 2743 | Summit Financial Wealth Advisors#2743 · 29,002 sh | 29,002 | $2.2M | — | -3.3% |
| 2744 | Leeward Financial Partners#2744 · 95,441 sh | 95,441 | $2.2M | — | -0.3% |
| 2745 | Austin Asset Management#2745 · 28,637 sh | 28,637 | $2.2M | 0.31% | 0.0% |
| 2746 | Whalen Wealth Management#2746 · 14,418 sh | 14,418 | $2.2M | — | +1.3% |
| 2747 | QTR Family Wealth#2747 · 61,997 sh | 61,997 | $2.2M | 0.78% | -11.6% |
| 2748 | Sterling Financial Planning#2748 · 32,334 sh | 32,334 | $2.2M | — | -3.6% |
| 2749 | SFI Advisors#2749 · 19,760 sh | 19,760 | $2.2M | 1.91% | -0.9% |
| 2750 | Rochester Wealth Strategies#2750 · 94,257 sh | 94,257 | $2.2M | 1.23% | -6.9% |
| 2751 | GATEWAY INVESTMENT ADVISERS#2751 · 50,197 sh | 50,197 | $2.2M | — | New |
| 2752 | OPINICUS CAPITAL#2752 · 37,075 sh | 37,075 | $2.2M | 1.18% | -1.4% |
| 2753 | Evelyn Partners Group Ltd#2753 · 13,938 sh | 13,938 | $2.2M | <0.01% | — |
| 2754 | Warwick Investment Management#2754 · 38,273 sh | 38,273 | $2.2M | — | -0.4% |
| 2755 | Midwest Financial Group#2755 · 26,564 sh | 26,564 | $2.2M | — | +4.3% |
| 2756 | Financial & Tax Architects#2756 · 8,337 sh | 8,337 | $2.2M | — | -96.5% |
| 2757 | Financial Life Planners#2757 · 98,064 sh | 98,064 | $2.2M | 1.41% | -7.6% |
| 2758 | Essex Savings Bank#2758 · 27,450 sh | 27,450 | $2.2M | — | -0.7% |
| 2759 | MACKENZIE FINANCIAL#2759 · 82,799 sh | 82,799 | $2.2M | <0.01% | -38.9% |
| 2760 | ATLANTIC FAMILY WEALTH#2760 · 13,150 sh | 13,150 | $2.2M | 1.40% | +55.0% |
| 2761 | Mystic Asset Management#2761 · 19,510 sh | 19,510 | $2.2M | — | -0.3% |
| 2762 | First Bank#2762 · 36,569 sh | 36,569 | $2.2M | — | +17.7% |
| 2763 | RESTON WEALTH MANAGEMENT#2763 · 34,003 sh | 34,003 | $2.2M | 0.59% | -4.7% |
| 2764 | Bath Savings#2764 · 24,088 sh | 24,088 | $2.2M | — | +29.7% |
| 2765 | Ronald Blue#2765 · 61,895 sh | 61,895 | $2.2M | — | +9.2% |
| 2766 | Seed Wealth Management#2766 · 89,215 sh | 89,215 | $2.2M | — | -0.8% |
| 2767 | Robinswood Financial#2767 · 49,433 sh | 49,433 | $2.2M | — | +0.2% |
| 2768 | Grey Fox Wealth Advisors#2768 · 51,528 sh | 51,528 | $2.2M | 0.34% | -16.4% |
| 2769 | DUMONT & BLAKE INVESTMENT ADVISORS#2769 · 18,231 sh | 18,231 | $2.2M | 0.49% | +1.1% |
| 2770 | West Financial Advisors#2770 · 39,460 sh | 39,460 | $2.2M | — | +6.4% |
| 2771 | AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP#2771 · 9,970 sh | 9,970 | $2.1M | — | -26.7% |
| 2772 | TENET WEALTH PARTNERS#2772 · 29,104 sh | 29,104 | $2.1M | — | — |
| 2773 | 10Elms LLP#2773 · 39,257 sh | 39,257 | $2.1M | 0.91% | +328.8% |
| 2774 | CABANA#2774 · 7,058 sh | 7,058 | $2.1M | 16.12% | -15.2% |
| 2775 | Almanack Investment Partners#2775 · 74,123 sh | 74,123 | $2.1M | 0.27% | -20.7% |
| 2776 | VOYA INVESTMENT MANAGEMENT#2776 · 80,966 sh | 80,966 | $2.1M | <0.01% | -8.0% |
| 2777 | Weil Company#2777 · 10,041 sh | 10,041 | $2.1M | — | -19.5% |
| 2778 | CGC Financial Services#2778 · 35,794 sh | 35,794 | $2.1M | — | +10.7% |
| 2779 | SC&H Financial Advisors#2779 · 29,308 sh | 29,308 | $2.1M | — | +0.2% |
| 2780 | KBC Group NV#2780 · 80,858 sh | 80,858 | $2.1M | — | +94.4% |
| 2781 | Graetz Wealth#2781 · 10,020 sh | 10,020 | $2.1M | — | -36.6% |
| 2782 | RIVERCHASE WEALTH MANAGEMENT#2782 · 34,740 sh | 34,740 | $2.1M | 0.99% | 0.0% |
| 2783 | KLP KAPITALFORVALTNING AS#2783 · 80,500 sh | 80,500 | $2.1M | <0.01% | -20.1% |
| 2784 | Independent Solutions Wealth Management#2784 · 9,982 sh | 9,982 | $2.1M | 0.28% | 0.0% |
| 2785 | DV Trading#2785 · 41,402 sh | 41,402 | $2.1M | 0.07% | +14.9% |
| 2786 | Ruggiero Investments#2786 · 56,170 sh | 56,170 | $2.1M | 1.78% | +6.1% |
| 2787 | Shoker Investment Counsel#2787 · 8,353 sh | 8,353 | $2.1M | 0.53% | +0.1% |
| 2788 | QUADRANT CAPITAL GROUP#2788 · 22,051 sh | 22,051 | $2.1M | — | -59.3% |
| 2789 | Sierra Capital#2789 · 10,068 sh | 10,068 | $2.1M | 0.20% | +115.8% |
| 2790 | Clearstead#2790 · 68,844 sh | 68,844 | $2.1M | 0.28% | -3.2% |
| 2791 | LEIGH BALDWIN#2791 · 21,611 sh | 21,611 | $2.1M | 1.14% | +3.9% |
| 2792 | Highlander Partners, L.P.#2792 · 9,900 sh | 9,900 | $2.1M | 0.71% | 0.0% |
| 2793 | T3 Companies#2793 · 9,900 sh | 9,900 | $2.1M | — | New |
| 2794 | Ballast Rock Private Wealth#2794 · 24,561 sh | 24,561 | $2.1M | — | -1.6% |
| 2795 | MCCARTER PRIVATE WEALTH SERVICES#2795 · 13,040 sh | 13,040 | $2.1M | — | -2.9% |
| 2796 | Navigate Wealth Management#2796 · 38,542 sh | 38,542 | $2.1M | — | 0.0% |
| 2797 | Retirement Investment Advisors#2797 · 16,348 sh | 16,348 | $2.1M | — | 0.0% |
| 2798 | Ironwood Investment Counsel#2798 · 41,100 sh | 41,100 | $2.1M | 0.27% | -6.0% |
| 2799 | Havemeyer Place#2799 · 78,644 sh | 78,644 | $2.1M | 0.20% | -39.6% |
| 2800 | Narwhal Capital Management#2800 · 12,836 sh | 12,836 | $2.1M | 0.14% | 0.0% |
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.