Invesco Ltd. (IVZ) — Institutional Holders, Q2 2026 (page 3)
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 201 to 300. 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 201–300 of 4,375
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | GLENMEDE NA#201 · 991,550 sh | 991,550 | $140.8M | 0.62% | -1.5% |
| 202 | Cornerstone Wealth Management#202 · 3,690,885 sh | 3,690,885 | $138.8M | 5.97% | +4.6% |
| 203 | Johnson Financial Group#203 · 2,265,031 sh | 2,265,031 | $138.7M | 4.56% | +8.9% |
| 204 | Prospera Financial Services#204 · 2,321,620 sh | 2,321,620 | $138.7M | 2.01% | +2.7% |
| 205 | SONA ASSET MANAGEMENT (US)#205 · 648,262 sh | 648,262 | $137.9M | 2.89% | New |
| 206 | Paragon Advisors#206 · 454,343 sh | 454,343 | $137.7M | 28.91% | +57.9% |
| 207 | CoreCap Advisors#207 · 1,234,830 sh | 1,234,830 | $137.7M | — | +22.8% |
| 208 | NORGES BANK#208 · 5,210,635 sh | 5,210,635 | $137.5M | 0.01% | — |
| 209 | Capital Asset Advisory Services#209 · 1,841,457 sh | 1,841,457 | $136.4M | 4.93% | +1.9% |
| 210 | DAVIS R M#210 · 7,051,891 sh | 7,051,891 | $136.3M | 2.15% | +9.0% |
| 211 | Gradient Investments#211 · 1,334,941 sh | 1,334,941 | $135.2M | — | -3.4% |
| 212 | Whitaker-Myers Wealth Managers, LTD.#212 · 1,534,862 sh | 1,534,862 | $134.4M | — | +8.1% |
| 213 | World Investment Advisors#213 · 2,113,413 sh | 2,113,413 | $134.0M | 2.22% | +1.3% |
| 214 | RFG Advisory#214 · 2,064,967 sh | 2,064,967 | $133.9M | 2.09% | -32.1% |
| 215 | Stewardship Advisors#215 · 2,272,395 sh | 2,272,395 | $133.2M | — | +45.9% |
| 216 | Perigon Wealth Management#216 · 1,808,495 sh | 1,808,495 | $133.2M | — | +7.4% |
| 217 | Schusterman Interests#217 · 625,000 sh | 625,000 | $133.0M | 34.69% | 0.0% |
| 218 | Davis Investment Partners#218 · 1,706,600 sh | 1,706,600 | $133.0M | 40.48% | -0.3% |
| 219 | Ocean Park Asset Management#219 · 5,327,858 sh | 5,327,858 | $132.2M | — | -29.7% |
| 220 | Berman McAleer#220 · 2,081,793 sh | 2,081,793 | $131.6M | — | +2.7% |
| 221 | Bell Bank#221 · 634,885 sh | 634,885 | $131.4M | — | -1.5% |
| 222 | Western Wealth Management#222 · 1,087,132 sh | 1,087,132 | $131.1M | 4.29% | -5.3% |
| 223 | Valeo Financial Advisors#223 · 640,112 sh | 640,112 | $130.4M | — | -0.1% |
| 224 | Advisory Services Network#224 · 1,402,926 sh | 1,402,926 | $129.7M | 1.47% | +1.0% |
| 225 | Family Investment Center#225 · 1,084,298 sh | 1,084,298 | $129.5M | — | -1.6% |
| 226 | Gotham Asset Management#226 · 1,373,863 sh | 1,373,863 | $128.7M | 0.30% | +6.2% |
| 227 | Asset Dedication#227 · 6,460,110 sh | 6,460,110 | $128.4M | 8.08% | +2.2% |
| 228 | BALYASNY ASSET MANAGEMENT L.P.#228 · 611,818 sh | 611,818 | $128.2M | 0.16% | +1379.4% |
| 229 | FRANKLIN RESOURCES#229 · 2,729,096 sh | 2,729,096 | $127.7M | 0.03% | -10.1% |
| 230 | Axiom Financial Strategies#230 · 956,235 sh | 956,235 | $126.7M | 39.70% | +1.0% |
| 231 | Scarborough Advisors#231 · 1,275,385 sh | 1,275,385 | $126.2M | — | +22.5% |
| 232 | IFG Advisory#232 · 1,792,484 sh | 1,792,484 | $126.2M | 4.42% | +5790.9% |
| 233 | Asset Allocation Strategies#233 · 1,293,514 sh | 1,293,514 | $125.3M | — | -3.4% |
| 234 | AE Wealth Management#234 · 2,523,467 sh | 2,523,467 | $125.2M | 0.58% | +6.6% |
| 235 | STEPHENS#235 · 4,297,623 sh | 4,297,623 | $124.5M | 1.40% | +3.4% |
| 236 | Endurance Services Ltd#236 · 1,254,494 sh | 1,254,494 | $123.9M | 18.97% | 0.0% |
| 237 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#237 · 5,041,824 sh | 5,041,824 | $122.5M | 0.02% | -39.8% |
| 238 | J.W. COLE ADVISORS#238 · 1,802,741 sh | 1,802,741 | $122.1M | 2.10% | +117.1% |
| 239 | StoneX Group#239 · 977,441 sh | 977,441 | $121.3M | 4.89% | +5.0% |
| 240 | Armbruster Capital Management#240 · 1,501,915 sh | 1,501,915 | $121.2M | — | +0.3% |
| 241 | NATIXIS ADVISORS#241 · 955,657 sh | 955,657 | $121.0M | 0.14% | +63.6% |
| 242 | CHAI#242 · 1,870,111 sh | 1,870,111 | $120.6M | 8.29% | +0.2% |
| 243 | FACTORY MUTUAL INSURANCE#243 · 1,648,071 sh | 1,648,071 | $119.8M | 1.13% | +37.3% |
| 244 | Vestmark Advisory Solutions#244 · 2,900,903 sh | 2,900,903 | $119.8M | 1.12% | +143.0% |
| 245 | GR FINANCIAL GROUP#245 · 537,394 sh | 537,394 | $119.7M | — | +13.6% |
| 246 | SigFig Wealth Management#246 · 7,211,422 sh | 7,211,422 | $119.4M | — | +3.2% |
| 247 | VestGen Advisors#247 · 1,891,649 sh | 1,891,649 | $117.6M | — | -2.4% |
| 248 | Kovitz Investment Group Partners#248 · 1,327,473 sh | 1,327,473 | $117.0M | 2.59% | -7.1% |
| 249 | Ameritas Advisory Services#249 · 1,187,809 sh | 1,187,809 | $116.1M | 2.34% | +12.7% |
| 250 | Moment Partners#250 · 544,293 sh | 544,293 | $115.8M | 20.87% | +4.4% |
| 251 | Capital Analysts#251 · 1,322,166 sh | 1,322,166 | $115.5M | 2.66% | +1.5% |
| 252 | Commonwealth Financial Services#252 · 2,354,272 sh | 2,354,272 | $115.3M | — | +1419.9% |
| 253 | SG Americas Securities#253 · 2,288,574 sh | 2,288,574 | $115.0M | 0.06% | +437.7% |
| 254 | FIL Ltd#254 · 811,403 sh | 811,403 | $115.0M | 0.08% | +84.2% |
| 255 | Venture Visionary Partners#255 · 849,491 sh | 849,491 | $114.8M | — | +11.4% |
| 256 | Diversify Advisory Services#256 · 1,780,675 sh | 1,780,675 | $114.8M | — | +6616.0% |
| 257 | DIVERSIFY WEALTH MANAGEMENT#257 · 1,780,675 sh | 1,780,675 | $114.8M | — | -61.9% |
| 258 | JABODON PT#258 · 538,645 sh | 538,645 | $114.6M | 11.24% | +0.4% |
| 259 | INDEPENDENT FINANCIAL GROUP#259 · 1,575,356 sh | 1,575,356 | $114.6M | — | +17.1% |
| 260 | Demars Financial Group#260 · 1,510,059 sh | 1,510,059 | $113.6M | — | +8.0% |
| 261 | FAS Wealth Partners#261 · 555,027 sh | 555,027 | $113.4M | 5.91% | +9.6% |
| 262 | PRINCIPAL SECURITIES#262 · 1,696,563 sh | 1,696,563 | $113.1M | 1.36% | +1.6% |
| 263 | Atria Investments#263 · 2,358,530 sh | 2,358,530 | $113.0M | — | -28.3% |
| 264 | Arizona PSPRS#264 · 1,647,064 sh | 1,647,064 | $112.9M | 4.21% | New |
| 265 | CENTRAL#265 · 997,105 sh | 997,105 | $112.8M | 2.04% | +10.4% |
| 266 | UNITED CAPITAL FINANCIAL ADVISORS#266 · 1,540,736 sh | 1,540,736 | $112.5M | 0.62% | +5.0% |
| 267 | Linscomb Wealth#267 · 2,056,147 sh | 2,056,147 | $112.0M | 4.85% | -2.1% |
| 268 | Arbor Investment Advisors#268 · 2,065,714 sh | 2,065,714 | $111.6M | — | +1.5% |
| 269 | Apollon Wealth Management#269 · 2,654,979 sh | 2,654,979 | $111.3M | — | +320.4% |
| 270 | Wealthspire Advisors#270 · 3,504,331 sh | 3,504,331 | $111.3M | 0.61% | +287.7% |
| 271 | F/m Investments#271 · 1,079,200 sh | 1,079,200 | $110.8M | 5.63% | +3144.0% |
| 272 | ALLIANCEBERNSTEIN L.P.#272 · 3,604,858 sh | 3,604,858 | $109.3M | 0.04% | -27.3% |
| 273 | HSBC PLC#273 · 2,110,725 sh | 2,110,725 | $109.0M | 0.05% | +0.3% |
| 274 | Federation des caisses Desjardins du Quebec#274 · 1,162,320 sh | 1,162,320 | $108.5M | 0.33% | -4.7% |
| 275 | DENVER WEALTH MANAGEMENT#275 · 625,845 sh | 625,845 | $108.3M | 31.00% | -7.6% |
| 276 | Dynamic Advisor Solutions#276 · 1,868,669 sh | 1,868,669 | $108.1M | — | +13.3% |
| 277 | MGO ONE SEVEN#277 · 2,882,650 sh | 2,882,650 | $107.5M | 1.78% | +10.7% |
| 278 | Amundi#278 · 4,018,130 sh | 4,018,130 | $107.3M | 0.03% | +131.7% |
| 279 | Ensign Peak Advisors#279 · 5,123,022 sh | 5,123,022 | $107.0M | 0.18% | -41.1% |
| 280 | Investment Planning Advisors#280 · 592,285 sh | 592,285 | $107.0M | — | +65.2% |
| 281 | KPP Advisory Services#281 · 746,773 sh | 746,773 | $106.9M | — | -3.5% |
| 282 | Tanager Wealth Management LLP#282 · 4,505,698 sh | 4,505,698 | $104.8M | — | +22.4% |
| 283 | FIDUCIARY#283 · 871,844 sh | 871,844 | $104.6M | 1.14% | -6.2% |
| 284 | Main Management#284 · 412,406 sh | 412,406 | $103.8M | 6.98% | +1.6% |
| 285 | MACQUARIE GROUP LTD#285 · 3,975,321 sh | 3,975,321 | $103.4M | 0.45% | +10.9% |
| 286 | Redwood Investment Management#286 · 638,049 sh | 638,049 | $103.1M | 10.22% | -2.8% |
| 287 | NOMURA ASSET MANAGEMENT INTERNATIONAL#287 · 3,955,443 sh | 3,955,443 | $102.9M | 0.15% | -5.8% |
| 288 | Larson Financial Group#288 · 1,971,909 sh | 1,971,909 | $102.3M | 2.69% | +4.5% |
| 289 | WELLINGTON MANAGEMENT GROUP LLP#289 · 4,828,210 sh | 4,828,210 | $101.8M | 0.02% | -71.0% |
| 290 | Prosperity Consulting Group#290 · 649,844 sh | 649,844 | $101.4M | 3.84% | +1.6% |
| 291 | SHUFRO ROSE#291 · 3,916,238 sh | 3,916,238 | $101.3M | 5.82% | +29.8% |
| 292 | Anchor Investment Management#292 · 3,994,938 sh | 3,994,938 | $101.2M | 7.61% | +7.7% |
| 293 | Meridian Wealth Management#293 · 1,213,850 sh | 1,213,850 | $100.7M | 3.10% | +3.4% |
| 294 | Jump Financial#294 · 1,419,499 sh | 1,419,499 | $100.3M | 0.81% | +140.4% |
| 295 | MEANS INVESTMENT#295 · 1,630,864 sh | 1,630,864 | $100.3M | 7.57% | +3.8% |
| 296 | Financial Partners Group#296 · 575,966 sh | 575,966 | $99.9M | — | +3.0% |
| 297 | CHOREO#297 · 1,148,159 sh | 1,148,159 | $99.0M | — | +0.8% |
| 298 | NewEdge Wealth#298 · 934,413 sh | 934,413 | $98.6M | 0.98% | +2.6% |
| 299 | IFP Advisors#299 · 1,491,298 sh | 1,491,298 | $98.3M | — | +9.6% |
| 300 | PREVAIL INNOVATIVE WEALTH ADVISORS#300 · 1,285,715 sh | 1,285,715 | $97.8M | — | +42.3% |
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.