Invesco Ltd. (IVZ) — Institutional Holders, Q2 2026 (page 29)
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 2,801 to 2,900. 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 2,801–2,900 of 4,375
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2801 | Three Magnolias Financial Advisors#2801 · 32,200 sh | 32,200 | $2.1M | — | -7.2% |
| 2802 | PARTNERS WEALTH MANAGEMENT#2802 · 31,164 sh | 31,164 | $2.1M | — | +0.4% |
| 2803 | Interval Partners#2803 · 9,686 sh | 9,686 | $2.1M | 0.05% | -76.4% |
| 2804 | FORTRESS PRIVATE LEDGER#2804 · 13,361 sh | 13,361 | $2.1M | 0.56% | +22.8% |
| 2805 | Camarda Financial Advisors#2805 · 138,135 sh | 138,135 | $2.1M | 0.62% | +457.2% |
| 2806 | Sharper & Granite#2806 · 95,050 sh | 95,050 | $2.1M | 0.64% | -0.1% |
| 2807 | Barton Investment Management#2807 · 19,480 sh | 19,480 | $2.1M | — | -4.7% |
| 2808 | Sage Investment Counsel#2808 · 22,745 sh | 22,745 | $2.0M | — | +2.1% |
| 2809 | Mraz, Amerine & Associates#2809 · 60,488 sh | 60,488 | $2.0M | 0.29% | +6.1% |
| 2810 | Boreal Capital Management#2810 · 10,211 sh | 10,211 | $2.0M | 1.53% | +6.2% |
| 2811 | Foundry Financial Group#2811 · 89,239 sh | 89,239 | $2.0M | — | -2.0% |
| 2812 | Aurora Private Wealth#2812 · 19,480 sh | 19,480 | $2.0M | — | +5.1% |
| 2813 | Private Capital Management#2813 · 15,801 sh | 15,801 | $2.0M | 0.18% | +22.4% |
| 2814 | Forum Finance Group S.A.#2814 · 22,315 sh | 22,315 | $2.0M | 0.73% | -61.5% |
| 2815 | Marble Harbor Investment Counsel#2815 · 9,834 sh | 9,834 | $2.0M | 0.21% | 0.0% |
| 2816 | WNY Asset Management#2816 · 9,850 sh | 9,850 | $2.0M | 0.18% | +14.6% |
| 2817 | BCGM Wealth Management#2817 · 79,745 sh | 79,745 | $2.0M | 0.43% | +108.3% |
| 2818 | American Investment Services#2818 · 9,522 sh | 9,522 | $2.0M | 0.43% | 0.0% |
| 2819 | Arlington Capital Management#2819 · 127,581 sh | 127,581 | $2.0M | 1.26% | +998.1% |
| 2820 | Phraction Management#2820 · 12,358 sh | 12,358 | $2.0M | — | -2.0% |
| 2821 | MMA ASSET MANAGEMENT#2821 · 7,134 sh | 7,134 | $2.0M | 0.64% | +39.0% |
| 2822 | Millstone Evans Group#2822 · 24,502 sh | 24,502 | $2.0M | 1.08% | +2.2% |
| 2823 | Grove Bank#2823 · 9,822 sh | 9,822 | $2.0M | — | +1.3% |
| 2824 | NEOS Investment Management#2824 · 75,600 sh | 75,600 | $2.0M | <0.01% | +8.5% |
| 2825 | Portland Financial Advisors#2825 · 57,794 sh | 57,794 | $2.0M | — | +7.7% |
| 2826 | Sanibel Captiva Company#2826 · 60,523 sh | 60,523 | $2.0M | 0.05% | +6.6% |
| 2827 | MIZUHO MARKETS AMERICAS#2827 · 9,350 sh | 9,350 | $2.0M | 0.03% | +88.9% |
| 2828 | WINEBRENNER CAPITAL MANAGEMENT#2828 · 48,249 sh | 48,249 | $2.0M | — | -0.1% |
| 2829 | Prairie Wealth Advisors#2829 · 0 sh | 0 | $2.0M | 0.47% | New |
| 2830 | Turtle Creek Wealth Advisors#2830 · 10,970 sh | 10,970 | $2.0M | — | -3.9% |
| 2831 | Beaton Management#2831 · 11,689 sh | 11,689 | $2.0M | 0.81% | -0.1% |
| 2832 | Barbara Oil#2832 · 9,210 sh | 9,210 | $2.0M | 0.67% | New |
| 2833 | Washington Advisors#2833 · 13,447 sh | 13,447 | $2.0M | — | -17.7% |
| 2834 | Golden State Equity Partners#2834 · 59,297 sh | 59,297 | $2.0M | 5.31% | -90.9% |
| 2835 | PROFESSIONAL ADVISORY SERVICES#2835 · 9,257 sh | 9,257 | $2.0M | — | +20.9% |
| 2836 | IAM Advisory#2836 · 56,479 sh | 56,479 | $2.0M | 0.38% | +10.4% |
| 2837 | Hound Partners#2837 · 6,500 sh | 6,500 | $2.0M | 0.23% | New |
| 2838 | CHARTER RESEARCH & INVESTMENT GROUP#2838 · 15,596 sh | 15,596 | $2.0M | 1.19% | 0.0% |
| 2839 | Herold Advisors#2839 · 36,834 sh | 36,834 | $2.0M | — | -6.0% |
| 2840 | ORBA Wealth Advisors, L.L.C.#2840 · 17,323 sh | 17,323 | $2.0M | — | +11.0% |
| 2841 | Pictet Asset Management Holding SA#2841 · 74,221 sh | 74,221 | $2.0M | <0.01% | -4.6% |
| 2842 | Mission Creek Capital Partners#2842 · 18,314 sh | 18,314 | $2.0M | 0.34% | -1.9% |
| 2843 | Fort Point Capital Partners#2843 · 24,635 sh | 24,635 | $1.9M | 0.14% | +74.1% |
| 2844 | Mork Capital Management#2844 · 73,400 sh | 73,400 | $1.9M | 1.24% | 0.0% |
| 2845 | AMALGAMATED BANK#2845 · 72,890 sh | 72,890 | $1.9M | — | -16.5% |
| 2846 | CVA Family Office#2846 · 32,332 sh | 32,332 | $1.9M | 0.17% | +0.7% |
| 2847 | Blake Schutter Theil Wealth Advisors#2847 · 30,967 sh | 30,967 | $1.9M | 1.30% | 0.0% |
| 2848 | OPTIONS SOLUTIONS#2848 · 9,025 sh | 9,025 | $1.9M | 0.98% | 0.0% |
| 2849 | Murphy & Mullick Capital Management#2849 · 37,008 sh | 37,008 | $1.9M | 1.19% | -18.0% |
| 2850 | Summit Wealth Partners#2850 · 21,427 sh | 21,427 | $1.9M | 0.27% | +3.1% |
| 2851 | SHELTON CAPITAL MANAGEMENT#2851 · 69,362 sh | 69,362 | $1.9M | 0.04% | -1.7% |
| 2852 | BRIGHTON SECURITIES#2852 · 176,237 sh | 176,237 | $1.9M | — | +5.0% |
| 2853 | Register Financial Advisors#2853 · 23,445 sh | 23,445 | $1.9M | — | +21.2% |
| 2854 | WEALTHSPAN PARTNERS#2854 · 33,670 sh | 33,670 | $1.9M | 0.60% | -4.5% |
| 2855 | OneAscent Family Office#2855 · 18,294 sh | 18,294 | $1.9M | 0.96% | +15.9% |
| 2856 | truNorth Financial Services#2856 · 16,657 sh | 16,657 | $1.9M | 1.71% | +5.2% |
| 2857 | Cinctive Capital Management#2857 · 72,010 sh | 72,010 | $1.9M | 0.07% | -59.5% |
| 2858 | Intellus Advisors#2858 · 15,196 sh | 15,196 | $1.9M | 0.23% | +0.5% |
| 2859 | Crabel Capital Management#2859 · 112,427 sh | 112,427 | $1.9M | 1.39% | New |
| 2860 | Fermata Advisors#2860 · 22,219 sh | 22,219 | $1.9M | — | +55.2% |
| 2861 | NewCorp Financial Services#2861 · 95,509 sh | 95,509 | $1.9M | — | +11.7% |
| 2862 | Advanced Asset Management Advisors#2862 · 18,396 sh | 18,396 | $1.9M | — | -8.3% |
| 2863 | Shakespeare Wealth Management#2863 · 34,894 sh | 34,894 | $1.9M | — | 0.0% |
| 2864 | LFA - Lugano Financial Advisors SA#2864 · 43,471 sh | 43,471 | $1.9M | 1.13% | -59.9% |
| 2865 | Solstein Capital#2865 · 10,413 sh | 10,413 | $1.9M | 0.64% | 0.0% |
| 2866 | Investment Partners Asset Management#2866 · 27,942 sh | 27,942 | $1.9M | — | +2.3% |
| 2867 | Evolution Advisers#2867 · 24,220 sh | 24,220 | $1.9M | 0.69% | +0.8% |
| 2868 | Acropolis Investment Management#2868 · 11,111 sh | 11,111 | $1.9M | — | +6.7% |
| 2869 | Gaddis Premier Wealth Advisors#2869 · 15,297 sh | 15,297 | $1.9M | 1.14% | -32.9% |
| 2870 | TWIN FOCUS CAPITAL PARTNERS#2870 · 8,800 sh | 8,800 | $1.9M | 0.19% | 0.0% |
| 2871 | Integras Partners#2871 · 8,163 sh | 8,163 | $1.9M | 1.03% | New |
| 2872 | JMG Financial Group, Ltd.#2872 · 17,030 sh | 17,030 | $1.9M | 0.05% | New |
| 2873 | TD ASSET MANAGEMENT#2873 · 70,758 sh | 70,758 | $1.9M | <0.01% | -97.6% |
| 2874 | Madison Park Capital Advisors#2874 · 7,887 sh | 7,887 | $1.9M | 1.33% | +17.2% |
| 2875 | Nadler Financial Group#2875 · 6,158 sh | 6,158 | $1.9M | — | 0.0% |
| 2876 | Avos Capital Management#2876 · 117,276 sh | 117,276 | $1.9M | 0.77% | +129.0% |
| 2877 | Verger Capital Management#2877 · 8,731 sh | 8,731 | $1.9M | — | +0.4% |
| 2878 | Foundry Financial#2878 · 18,112 sh | 18,112 | $1.9M | — | +50.4% |
| 2879 | Financial Alternatives#2879 · 18,825 sh | 18,825 | $1.9M | 0.91% | +0.2% |
| 2880 | Covenant Asset Management#2880 · 10,201 sh | 10,201 | $1.9M | — | +37.1% |
| 2881 | Crane Advisory#2881 · 31,040 sh | 31,040 | $1.9M | — | 0.0% |
| 2882 | Keebeck Wealth Management#2882 · 21,154 sh | 21,154 | $1.9M | 0.18% | +247.5% |
| 2883 | VANGUARD ADVISERS#2883 · 20,369 sh | 20,369 | $1.9M | <0.01% | +12.2% |
| 2884 | CFO4Life Group#2884 · 24,758 sh | 24,758 | $1.9M | 0.25% | +75.5% |
| 2885 | Note Advisors#2885 · 81,448 sh | 81,448 | $1.9M | 0.80% | +11.3% |
| 2886 | Hillsdale Investment Management#2886 · 85,260 sh | 85,260 | $1.9M | 0.04% | +51.4% |
| 2887 | Liberty Atlantic Advisors#2887 · 29,807 sh | 29,807 | $1.9M | — | -3.8% |
| 2888 | Three Bearings Fiduciary Advisors#2888 · 28,612 sh | 28,612 | $1.8M | 1.66% | -9.6% |
| 2889 | Boyce & Associates Wealth Consulting#2889 · 11,443 sh | 11,443 | $1.8M | — | +24.0% |
| 2890 | NESTEGG ADVISORS#2890 · 65,913 sh | 65,913 | $1.8M | — | -13.3% |
| 2891 | Pekin Hardy Strauss#2891 · 44,120 sh | 44,120 | $1.8M | 0.16% | +11.4% |
| 2892 | Flavin Financial Services#2892 · 6,039 sh | 6,039 | $1.8M | — | +30.0% |
| 2893 | Bellecapital International Ltd.#2893 · 16,837 sh | 16,837 | $1.8M | — | +14.5% |
| 2894 | Symmetry Partners#2894 · 41,786 sh | 41,786 | $1.8M | — | +44.7% |
| 2895 | FORT WASHINGTON INVESTMENT ADVISORS#2895 · 6,033 sh | 6,033 | $1.8M | — | 0.0% |
| 2896 | Vanguard Personalized Indexing Management#2896 · 69,249 sh | 69,249 | $1.8M | 0.01% | -3.6% |
| 2897 | Syverson Strege#2897 · 14,425 sh | 14,425 | $1.8M | 0.40% | -6.3% |
| 2898 | Pinion Investment Advisors#2898 · 44,176 sh | 44,176 | $1.8M | 0.35% | -19.7% |
| 2899 | FAI Advisors#2899 · 19,650 sh | 19,650 | $1.8M | — | -0.1% |
| 2900 | Walleye Capital#2900 · 68,856 sh | 68,856 | $1.8M | <0.01% | +1205.3% |
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.