Invesco Ltd. (IVZ) — Institutional Holders, Q2 2026 (page 30)
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 2,901 to 3,000. 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 2,901–3,000 of 4,375
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2901 | Crewe Advisors#2901 · 16,318 sh | 16,318 | $1.8M | 0.13% | -20.4% |
| 2902 | PURSUIT WEALTH STRATEGIES#2902 · 83,656 sh | 83,656 | $1.8M | 2.36% | -46.5% |
| 2903 | J. Derek Lewis & Associates#2903 · 14,499 sh | 14,499 | $1.8M | 0.34% | +37.7% |
| 2904 | MOODY LYNN & LIEBERSON#2904 · 8,523 sh | 8,523 | $1.8M | — | -10.6% |
| 2905 | Gold Investment Management Ltd.#2905 · 68,426 sh | 68,426 | $1.8M | — | -0.9% |
| 2906 | Financial Advisory#2906 · 11,438 sh | 11,438 | $1.8M | — | -1.2% |
| 2907 | CWA Asset Management Group#2907 · 38,076 sh | 38,076 | $1.8M | — | +462.8% |
| 2908 | Integrity Financial#2908 · 19,763 sh | 19,763 | $1.8M | 0.85% | -24.2% |
| 2909 | Castleview Partners#2909 · 20,360 sh | 20,360 | $1.8M | — | +45.3% |
| 2910 | NAPLES GLOBAL ADVISORS#2910 · 25,367 sh | 25,367 | $1.8M | 0.11% | +19.2% |
| 2911 | Flagship Capital Management#2911 · 29,540 sh | 29,540 | $1.8M | — | +2.9% |
| 2912 | Stokes Family Office#2912 · 11,949 sh | 11,949 | $1.8M | 0.21% | +11.6% |
| 2913 | Wealthcare Capital Partners#2913 · 43,991 sh | 43,991 | $1.8M | — | +13.3% |
| 2914 | Trail Ridge Investment Advisors#2914 · 8,348 sh | 8,348 | $1.8M | — | -0.2% |
| 2915 | HRC WEALTH MANAGEMENT#2915 · 12,505 sh | 12,505 | $1.8M | — | +22.2% |
| 2916 | Cedrus Wealth Group#2916 · 20,063 sh | 20,063 | $1.8M | 1.55% | -4.9% |
| 2917 | ARWA#2917 · 16,157 sh | 16,157 | $1.8M | — | +42.0% |
| 2918 | Bragg Financial Advisors#2918 · 32,710 sh | 32,710 | $1.8M | 0.05% | -1.9% |
| 2919 | Callan Family Office#2919 · 19,503 sh | 19,503 | $1.8M | 0.03% | +0.1% |
| 2920 | Mullooly Asset Management#2920 · 15,274 sh | 15,274 | $1.8M | 0.54% | +7.0% |
| 2921 | Darden Wealth Group#2921 · 66,861 sh | 66,861 | $1.8M | 0.69% | +3.5% |
| 2922 | FINANCIAL DISCOVERY GROUP#2922 · 34,451 sh | 34,451 | $1.8M | 3.73% | +50.8% |
| 2923 | Basepoint Wealth#2923 · 19,826 sh | 19,826 | $1.7M | 1.00% | -3.3% |
| 2924 | Long Island Wealth Management#2924 · 20,940 sh | 20,940 | $1.7M | — | +4.2% |
| 2925 | TANDEM CAPITAL MANAGEMENT#2925 · 18,845 sh | 18,845 | $1.7M | — | +13.2% |
| 2926 | Nautilus Advisors#2926 · 74,264 sh | 74,264 | $1.7M | — | -0.9% |
| 2927 | Myriad Asset Management US#2927 · 8,176 sh | 8,176 | $1.7M | 2.40% | New |
| 2928 | FOSTER & MOTLEY#2928 · 25,870 sh | 25,870 | $1.7M | 0.08% | -1.3% |
| 2929 | Sendero Wealth Management#2929 · 8,164 sh | 8,164 | $1.7M | — | 0.0% |
| 2930 | Crossmark Global#2930 · 34,701 sh | 34,701 | $1.7M | — | +2.3% |
| 2931 | Bridgewealth Advisory Group#2931 · 15,257 sh | 15,257 | $1.7M | 0.33% | +0.8% |
| 2932 | Cornerstone Management#2932 · 10,172 sh | 10,172 | $1.7M | — | -5.7% |
| 2933 | Fortitude Advisory Group L.L.C.#2933 · 26,615 sh | 26,615 | $1.7M | — | +47.5% |
| 2934 | AM INVESTMENT STRATEGIES#2934 · 8,100 sh | 8,100 | $1.7M | 0.33% | +0.9% |
| 2935 | Pacer Advisors#2935 · 65,129 sh | 65,129 | $1.7M | <0.01% | New |
| 2936 | Bluesphere Advisors#2936 · 8,071 sh | 8,071 | $1.7M | — | 0.0% |
| 2937 | One Charles Private Wealth Services#2937 · 24,138 sh | 24,138 | $1.7M | 0.39% | -33.5% |
| 2938 | Beaumont Capital Management#2938 · 50,654 sh | 50,654 | $1.7M | 1.98% | +267.8% |
| 2939 | Chicago Capital#2939 · 10,745 sh | 10,745 | $1.7M | — | +1.0% |
| 2940 | Freedom Financial Partners#2940 · 56,751 sh | 56,751 | $1.7M | — | +0.6% |
| 2941 | RHODES INVESTMENT ADVISORS#2941 · 14,921 sh | 14,921 | $1.7M | — | +160.8% |
| 2942 | 71 West Capital Partners#2942 · 23,122 sh | 23,122 | $1.7M | 0.06% | +22.8% |
| 2943 | WELCH & FORBES#2943 · 18,107 sh | 18,107 | $1.7M | 0.02% | -37.2% |
| 2944 | Legacy Capital Group California#2944 · 7,978 sh | 7,978 | $1.7M | 0.51% | New |
| 2945 | WealthPLAN Partners#2945 · 10,504 sh | 10,504 | $1.7M | — | -24.6% |
| 2946 | CARDIFF PARK ADVISORS#2946 · 7,753 sh | 7,753 | $1.7M | 0.13% | -79.6% |
| 2947 | ANCHYRA PARTNERS#2947 · 7,972 sh | 7,972 | $1.7M | — | 0.0% |
| 2948 | CYPRESS ASSET MANAGEMENT#2948 · 7,968 sh | 7,968 | $1.7M | — | -0.6% |
| 2949 | Sylvest Advisors#2949 · 27,523 sh | 27,523 | $1.7M | — | +130.5% |
| 2950 | Seelaus Asset Management#2950 · 7,950 sh | 7,950 | $1.7M | — | -23.2% |
| 2951 | Fairman Group#2951 · 30,620 sh | 30,620 | $1.7M | — | -0.4% |
| 2952 | MidFirst Bank#2952 · 18,536 sh | 18,536 | $1.7M | 0.12% | -11.4% |
| 2953 | JT Stratford#2953 · 7,556 sh | 7,556 | $1.7M | 0.19% | -26.0% |
| 2954 | Tanglewood Wealth Management#2954 · 5,556 sh | 5,556 | $1.7M | — | New |
| 2955 | THOMPSON SIEGEL & WALMSLEY#2955 · 23,808 sh | 23,808 | $1.7M | 0.03% | +12.5% |
| 2956 | High Point Wealth Management#2956 · 13,989 sh | 13,989 | $1.7M | 1.37% | +0.1% |
| 2957 | MMBG INVESTMENT ADVISORS#2957 · 7,411 sh | 7,411 | $1.7M | 0.13% | +18.3% |
| 2958 | SANDER CAPITAL ADVISORS#2958 · 5,540 sh | 5,540 | $1.7M | — | New |
| 2959 | Atwater Malick#2959 · 7,888 sh | 7,888 | $1.7M | — | +2.1% |
| 2960 | Elite Financial#2960 · 32,266 sh | 32,266 | $1.7M | 0.68% | +509.0% |
| 2961 | PRELUDE CAPITAL MANAGEMENT#2961 · 18,687 sh | 18,687 | $1.7M | 0.12% | +209.0% |
| 2962 | Diversified Portfolios#2962 · 30,825 sh | 30,825 | $1.7M | 0.12% | 0.0% |
| 2963 | Rubicon Advisors, GP#2963 · 25,640 sh | 25,640 | $1.7M | — | +164.4% |
| 2964 | Pacific Asset Management#2964 · 5,486 sh | 5,486 | $1.7M | — | -5.7% |
| 2965 | LANDMARK WEALTH MANAGEMENT#2965 · 31,306 sh | 31,306 | $1.7M | 0.55% | -10.3% |
| 2966 | RETIREMENT GUYS FORMULA#2966 · 14,792 sh | 14,792 | $1.7M | — | New |
| 2967 | Pasadena Private Wealth#2967 · 35,140 sh | 35,140 | $1.7M | 0.21% | -0.6% |
| 2968 | WESTCO ADVISORY SERVICES#2968 · 19,397 sh | 19,397 | $1.7M | — | -0.3% |
| 2969 | TERRIL BROTHERS#2969 · 22,084 sh | 22,084 | $1.7M | 0.43% | 0.0% |
| 2970 | Mitsubishi UFJ & Banking#2970 · 62,587 sh | 62,587 | $1.7M | <0.01% | -70.4% |
| 2971 | GUARDIAN CAPITAL#2971 · 23,900 sh | 23,900 | $1.7M | 0.04% | +2.6% |
| 2972 | Altium Investment Strategies#2972 · 21,120 sh | 21,120 | $1.6M | — | 0.0% |
| 2973 | Probity Advisors#2973 · 75,913 sh | 75,913 | $1.6M | — | -2.9% |
| 2974 | Midwest Financial Network#2974 · 11,751 sh | 11,751 | $1.6M | — | +11.6% |
| 2975 | Somerset#2975 · 73,495 sh | 73,495 | $1.6M | — | +875.5% |
| 2976 | AMG Asset Management Group#2976 · 10,142 sh | 10,142 | $1.6M | — | +1.4% |
| 2977 | ZEGA Investments#2977 · 5,391 sh | 5,391 | $1.6M | 0.17% | -80.5% |
| 2978 | Snider Financial Group#2978 · 24,798 sh | 24,798 | $1.6M | — | +0.3% |
| 2979 | Highland Investment Advisors#2979 · 58,850 sh | 58,850 | $1.6M | 0.71% | — |
| 2980 | Tower Wealth Partners#2980 · 27,018 sh | 27,018 | $1.6M | 0.80% | +11.9% |
| 2981 | PERISCOPE CAPITAL#2981 · 7,650 sh | 7,650 | $1.6M | 0.14% | 0.0% |
| 2982 | Prudent Man Advisors#2982 · 79,900 sh | 79,900 | $1.6M | 0.37% | New |
| 2983 | Plum Street Advisors#2983 · 5,675 sh | 5,675 | $1.6M | 0.52% | +16.5% |
| 2984 | Comprehensive Money Management Services#2984 · 34,906 sh | 34,906 | $1.6M | 1.02% | -1.7% |
| 2985 | Robinhood Asset Management#2985 · 15,710 sh | 15,710 | $1.6M | 0.09% | +41.9% |
| 2986 | August Group Capital Ltd#2986 · 7,583 sh | 7,583 | $1.6M | — | +1.4% |
| 2987 | Beta Wealth Group#2987 · 29,980 sh | 29,980 | $1.6M | 0.60% | +34.0% |
| 2988 | FARMERS & MERCHANTS INVESTMENTS#2988 · 26,641 sh | 26,641 | $1.6M | — | -6.2% |
| 2989 | Grantvest Financial Group#2989 · 7,560 sh | 7,560 | $1.6M | — | +34.4% |
| 2990 | MASECO LLP#2990 · 16,160 sh | 16,160 | $1.6M | — | +438.1% |
| 2991 | Financial Architects#2991 · 8,810 sh | 8,810 | $1.6M | — | +4.6% |
| 2992 | CAPITAL MANAGEMENT ASSOCIATES#2992 · 7,500 sh | 7,500 | $1.6M | 2.05% | 0.0% |
| 2993 | Kelly Financial Services#2993 · 52,360 sh | 52,360 | $1.6M | — | +29.3% |
| 2994 | EVERMAY WEALTH MANAGEMENT#2994 · 8,653 sh | 8,653 | $1.6M | 0.16% | -3.4% |
| 2995 | D.B. Root & Company#2995 · 9,235 sh | 9,235 | $1.6M | 0.34% | +19.7% |
| 2996 | Halter Ferguson Financial#2996 · 24,648 sh | 24,648 | $1.6M | — | -18.7% |
| 2997 | Naviter Wealth#2997 · 9,155 sh | 9,155 | $1.6M | 0.14% | +876.0% |
| 2998 | ZRC WEALTH MANAGEMENT#2998 · 16,861 sh | 16,861 | $1.6M | — | -6.0% |
| 2999 | Spinnaker Investment Group#2999 · 10,136 sh | 10,136 | $1.6M | — | +0.1% |
| 3000 | XPONANCE#3000 · 49,226 sh | 49,226 | $1.6M | <0.01% | +4.6% |
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.