Invesco Ltd. (IVZ) — Institutional Holders, Q2 2026 (page 31)
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 3,001 to 3,100. 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 3,001–3,100 of 4,375
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3001 | JDM Financial Group#3001 · 8,765 sh | 8,765 | $1.6M | 0.54% | -28.6% |
| 3002 | UP STRATEGIC WEALTH INVESTMENT ADVISORS#3002 · 24,626 sh | 24,626 | $1.6M | 0.94% | -0.3% |
| 3003 | Lazard Freres Gestion S.A.S.#3003 · 7,400 sh | 7,400 | $1.6M | 0.03% | 0.0% |
| 3004 | Gunpowder Capital Management, dba Oliver Wealth Management#3004 · 27,955 sh | 27,955 | $1.6M | 1.11% | -3.7% |
| 3005 | Family Capital#3005 · 12,503 sh | 12,503 | $1.6M | — | -77.8% |
| 3006 | Persistent Asset Partners Ltd#3006 · 12,500 sh | 12,500 | $1.6M | 0.47% | New |
| 3007 | Westfuller Advisors#3007 · 14,293 sh | 14,293 | $1.6M | 0.57% | -15.9% |
| 3008 | MIZUHO SECURITIES USA#3008 · 61,547 sh | 61,547 | $1.6M | 0.02% | +129.3% |
| 3009 | Gilman Hill Asset Management#3009 · 7,366 sh | 7,366 | $1.6M | — | -1.9% |
| 3010 | TFB Advisors#3010 · 7,808 sh | 7,808 | $1.6M | 0.69% | +22.2% |
| 3011 | Sentry#3011 · 7,956 sh | 7,956 | $1.6M | 0.44% | +0.4% |
| 3012 | BAROMETER CAPITAL MANAGEMENT#3012 · 12,200 sh | 12,200 | $1.6M | 0.43% | +10.9% |
| 3013 | DAVIDSON#3013 · 19,783 sh | 19,783 | $1.6M | — | -0.4% |
| 3014 | Glenview#3014 · 14,342 sh | 14,342 | $1.6M | 0.02% | 0.0% |
| 3015 | Wealth High Governance Asset Management Ltda.#3015 · 17,255 sh | 17,255 | $1.6M | 0.17% | -72.1% |
| 3016 | NISA INVESTMENT ADVISORS#3016 · 58,775 sh | 58,775 | $1.6M | — | +3.4% |
| 3017 | FLP Wealth Management#3017 · 44,001 sh | 44,001 | $1.5M | 2.75% | +892.4% |
| 3018 | Cardinal Point Capital Management, ULC#3018 · 13,690 sh | 13,690 | $1.5M | — | +0.2% |
| 3019 | Navis Wealth Advisors#3019 · 11,887 sh | 11,887 | $1.5M | 0.59% | +14.0% |
| 3020 | CONGRESS ASSET MANAGEMENT#3020 · 97,335 sh | 97,335 | $1.5M | — | -4.3% |
| 3021 | May Hill Capital#3021 · 24,368 sh | 24,368 | $1.5M | 0.32% | +17.2% |
| 3022 | Oregon Pacific Wealth Management#3022 · 14,675 sh | 14,675 | $1.5M | — | -3.5% |
| 3023 | WHITE PINE CAPITAL#3023 · 142,003 sh | 142,003 | $1.5M | 0.36% | -7.2% |
| 3024 | Investmark Advisory Group#3024 · 16,841 sh | 16,841 | $1.5M | — | +5.8% |
| 3025 | Henrickson Nauta Wealth Advisors#3025 · 9,223 sh | 9,223 | $1.5M | 0.37% | +16.1% |
| 3026 | Montecito Bank#3026 · 23,159 sh | 23,159 | $1.5M | — | -3.2% |
| 3027 | Hardin Capital Partners#3027 · 13,337 sh | 13,337 | $1.5M | — | +4.9% |
| 3028 | CONTINENTAL INVESTORS SERVICES#3028 · 82,009 sh | 82,009 | $1.5M | 1.19% | +23.4% |
| 3029 | Discipline Wealth Solutions#3029 · 20,120 sh | 20,120 | $1.5M | — | +0.4% |
| 3030 | Laird Norton Wetherby Company#3030 · 25,078 sh | 25,078 | $1.5M | 0.03% | +166.9% |
| 3031 | Oakworth Capital#3031 · 15,706 sh | 15,706 | $1.5M | — | -49.4% |
| 3032 | ARRIEN INVESTMENTS#3032 · 7,410 sh | 7,410 | $1.5M | 0.76% | +20.0% |
| 3033 | HORAN Wealth#3033 · 9,370 sh | 9,370 | $1.5M | 0.12% | +2.5% |
| 3034 | Nicholas Wealth#3034 · 4,981 sh | 4,981 | $1.5M | — | +8.2% |
| 3035 | Buckley Wealth Management#3035 · 57,185 sh | 57,185 | $1.5M | 0.37% | +0.4% |
| 3036 | ASSOCIATED BANC#3036 · 12,477 sh | 12,477 | $1.5M | 0.04% | +172.6% |
| 3037 | Intesa Sanpaolo S.p.A.#3037 · 20,000 sh | 20,000 | $1.5M | 0.05% | New |
| 3038 | ETF Portfolio Partners#3038 · 44,599 sh | 44,599 | $1.5M | — | -0.7% |
| 3039 | SEGALL BRYANT & HAMILL#3039 · 35,080 sh | 35,080 | $1.5M | 0.02% | -65.0% |
| 3040 | Twin Tree Management#3040 · 56,627 sh | 56,627 | $1.5M | 0.03% | +1655.9% |
| 3041 | Icon Wealth Advisors#3041 · 10,037 sh | 10,037 | $1.5M | 0.09% | +174.5% |
| 3042 | AFT, FORSYTH & COMPANY#3042 · 43,977 sh | 43,977 | $1.5M | 0.72% | -11.4% |
| 3043 | Shulman DeMeo Asset Management#3043 · 107,566 sh | 107,566 | $1.5M | — | -1.0% |
| 3044 | JMAC ENTERPRISES#3044 · 7,009 sh | 7,009 | $1.5M | 0.25% | +3.4% |
| 3045 | SEVEN MILE ADVISORY#3045 · 17,158 sh | 17,158 | $1.5M | — | +24.8% |
| 3046 | Convergence Investment Partners#3046 · 56,209 sh | 56,209 | $1.5M | — | -68.5% |
| 3047 | PUFF WEALTH MANAGEMENT#3047 · 15,056 sh | 15,056 | $1.5M | — | — |
| 3048 | Tannin Capital#3048 · 24,590 sh | 24,590 | $1.5M | 0.97% | -4.4% |
| 3049 | Compass Advisory Group#3049 · 9,946 sh | 9,946 | $1.5M | 0.35% | +0.4% |
| 3050 | DELTA FINANCIAL ADVISORS#3050 · 8,359 sh | 8,359 | $1.5M | — | 0.0% |
| 3051 | PANORAMIC INVESTMENT ADVISORS#3051 · 12,100 sh | 12,100 | $1.5M | 0.71% | New |
| 3052 | Thompson David Blair#3052 · 24,218 sh | 24,218 | $1.5M | 0.74% | +6.8% |
| 3053 | Ardent Capital Management#3053 · 6,920 sh | 6,920 | $1.5M | — | -9.6% |
| 3054 | Chemistry Wealth Management#3054 · 9,119 sh | 9,119 | $1.5M | — | +0.1% |
| 3055 | Keudell/Morrison Wealth Management#3055 · 19,840 sh | 19,840 | $1.5M | — | -1.5% |
| 3056 | Index Technologies Group#3056 · 19,591 sh | 19,591 | $1.5M | 1.17% | +69.1% |
| 3057 | INVESTMENT PARTNERS, LTD.#3057 · 30,252 sh | 30,252 | $1.5M | 0.46% | +0.3% |
| 3058 | Howard Capital Management Group#3058 · 11,697 sh | 11,697 | $1.5M | — | -9.8% |
| 3059 | Troutman Wealth Management#3059 · 19,562 sh | 19,562 | $1.5M | 1.13% | -1.1% |
| 3060 | Glassman Wealth Services#3060 · 22,394 sh | 22,394 | $1.5M | 0.17% | +7.7% |
| 3061 | Huntleigh Advisors#3061 · 12,641 sh | 12,641 | $1.5M | 0.20% | +8.3% |
| 3062 | Opal Wealth Advisors#3062 · 6,944 sh | 6,944 | $1.4M | — | -68.5% |
| 3063 | DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL#3063 · 42,347 sh | 42,347 | $1.4M | — | 0.0% |
| 3064 | Ninety One North America#3064 · 71,065 sh | 71,065 | $1.4M | — | New |
| 3065 | Olistico Wealth#3065 · 20,642 sh | 20,642 | $1.4M | — | -0.2% |
| 3066 | Novak & Powell Financial Services#3066 · 32,082 sh | 32,082 | $1.4M | 0.68% | -5.2% |
| 3067 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP#3067 · 7,432 sh | 7,432 | $1.4M | — | +92.4% |
| 3068 | OREGON PUBLIC EMPLOYEES RETIREMENT FUND#3068 · 54,535 sh | 54,535 | $1.4M | 0.02% | +7.3% |
| 3069 | King Wealth Management Group#3069 · 39,232 sh | 39,232 | $1.4M | 0.16% | -1.5% |
| 3070 | KFA Private Wealth Group#3070 · 26,068 sh | 26,068 | $1.4M | — | -6.6% |
| 3071 | Royal Capital Wealth Management#3071 · 6,747 sh | 6,747 | $1.4M | 0.81% | +33.7% |
| 3072 | Baldwin Investment Management#3072 · 6,692 sh | 6,692 | $1.4M | 0.14% | +21.6% |
| 3073 | Madden Advisory Services#3073 · 6,686 sh | 6,686 | $1.4M | 0.51% | -2.7% |
| 3074 | Strategic Advocates#3074 · 12,586 sh | 12,586 | $1.4M | 5.50% | +2.4% |
| 3075 | Sunflower Bank, N.A.#3075 · 56,664 sh | 56,664 | $1.4M | 0.34% | -10.0% |
| 3076 | Private Wealth Advisors#3076 · 6,674 sh | 6,674 | $1.4M | 0.36% | +30.1% |
| 3077 | LATHROP INVESTMENT MANAGEMENT#3077 · 6,676 sh | 6,676 | $1.4M | 0.25% | +6.7% |
| 3078 | Sun Group Wealth Partners#3078 · 4,684 sh | 4,684 | $1.4M | — | New |
| 3079 | Narus Financial Partners#3079 · 45,118 sh | 45,118 | $1.4M | — | -1.6% |
| 3080 | Forum Private Client Group#3080 · 12,560 sh | 12,560 | $1.4M | 0.42% | -2.5% |
| 3081 | CORA CAPITAL ADVISORS#3081 · 8,463 sh | 8,463 | $1.4M | 0.40% | -0.4% |
| 3082 | Prime Buchholz#3082 · 6,652 sh | 6,652 | $1.4M | 0.51% | New |
| 3083 | Manhattan West Asset Management#3083 · 8,983 sh | 8,983 | $1.4M | 0.24% | +27.5% |
| 3084 | Plotkin Financial Advisors#3084 · 12,447 sh | 12,447 | $1.4M | 0.59% | +1.8% |
| 3085 | Odyssey Capital Advisors#3085 · 13,112 sh | 13,112 | $1.4M | — | -4.3% |
| 3086 | Game Plan Financial Advisors#3086 · 9,973 sh | 9,973 | $1.4M | 0.52% | -70.6% |
| 3087 | QP WEALTH MANAGEMENT#3087 · 8,688 sh | 8,688 | $1.4M | — | -4.1% |
| 3088 | BIRCH FINANCIAL GROUP#3088 · 4,622 sh | 4,622 | $1.4M | — | +1.7% |
| 3089 | TruNorth Capital Management#3089 · 6,581 sh | 6,581 | $1.4M | — | +452.1% |
| 3090 | Castellan Group#3090 · 6,562 sh | 6,562 | $1.4M | — | New |
| 3091 | Vanguard National#3091 · 19,293 sh | 19,293 | $1.4M | 0.08% | +0.8% |
| 3092 | INVESTED ADVISORS#3092 · 15,441 sh | 15,441 | $1.4M | — | +1.8% |
| 3093 | Clarendon Private#3093 · 4,580 sh | 4,580 | $1.4M | 0.89% | -3.2% |
| 3094 | Compton Financial Group#3094 · 74,741 sh | 74,741 | $1.4M | 0.27% | New |
| 3095 | AtlasMark Financial#3095 · 9,124 sh | 9,124 | $1.4M | — | +0.5% |
| 3096 | IFS Group#3096 · 6,503 sh | 6,503 | $1.4M | 1.90% | -80.9% |
| 3097 | Blue Line Capital, / IL#3097 · 23,772 sh | 23,772 | $1.4M | 1.15% | -2.5% |
| 3098 | New Republic Capital#3098 · 69,092 sh | 69,092 | $1.4M | 0.32% | -1.1% |
| 3099 | Nicholas Hoffman & Company#3099 · 28,894 sh | 28,894 | $1.4M | 0.03% | +0.8% |
| 3100 | Peterson Wealth Services#3100 · 17,708 sh | 17,708 | $1.4M | — | -29.8% |
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.