Invesco Ltd. (IVZ) — Institutional Holders, Q2 2026 (page 32)
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 3,101 to 3,200. 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 3,101–3,200 of 4,375
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3101 | PDS Planning#3101 · 20,105 sh | 20,105 | $1.4M | 0.08% | +29.9% |
| 3102 | BAM Wealth Management#3102 · 10,029 sh | 10,029 | $1.4M | — | -1.8% |
| 3103 | Ridgeline Wealth Planning#3103 · 11,825 sh | 11,825 | $1.4M | 0.87% | -0.6% |
| 3104 | STEWARDSHIP CONCEPTS FINANCIAL SERVICES#3104 · 12,044 sh | 12,044 | $1.4M | — | +7.1% |
| 3105 | ADIRONDACK#3105 · 10,345 sh | 10,345 | $1.4M | — | +10.9% |
| 3106 | ACUTE INVESTMENT ADVISORY#3106 · 79,090 sh | 79,090 | $1.4M | — | +2.3% |
| 3107 | Emerald Investment Advisers#3107 · 51,425 sh | 51,425 | $1.4M | 0.09% | +90.5% |
| 3108 | Princeton Global Asset Management#3108 · 12,020 sh | 12,020 | $1.4M | — | +7.3% |
| 3109 | Atlas Brown#3109 · 7,105 sh | 7,105 | $1.4M | — | -1.4% |
| 3110 | Blossom Wealth Management#3110 · 69,049 sh | 69,049 | $1.4M | 1.91% | -1.3% |
| 3111 | Sun Financial#3111 · 48,865 sh | 48,865 | $1.4M | 0.64% | -18.3% |
| 3112 | AIMZ Investment Advisors#3112 · 25,000 sh | 25,000 | $1.4M | 0.37% | 0.0% |
| 3113 | Pacific Capital Wealth Advisors#3113 · 6,687 sh | 6,687 | $1.4M | — | -39.4% |
| 3114 | TRED AVON FAMILY WEALTH#3114 · 27,340 sh | 27,340 | $1.4M | — | +1.4% |
| 3115 | INTEGRAL INVESTMENT ADVISORS#3115 · 10,989 sh | 10,989 | $1.3M | 0.30% | -4.8% |
| 3116 | DUDLEY CAPITAL MANAGEMENT#3116 · 6,308 sh | 6,308 | $1.3M | — | -3.6% |
| 3117 | R2 Capital Strategies#3117 · 22,381 sh | 22,381 | $1.3M | — | — |
| 3118 | Kingstone Capital Partners Texas#3118 · 17,898 sh | 17,898 | $1.3M | 0.71% | +0.5% |
| 3119 | Lewis Asset Management#3119 · 31,466 sh | 31,466 | $1.3M | — | +11.6% |
| 3120 | South Dakota Investment Council#3120 · 50,729 sh | 50,729 | $1.3M | 0.02% | -13.8% |
| 3121 | MYCIO WEALTH PARTNERS#3121 · 6,290 sh | 6,290 | $1.3M | 0.25% | 0.0% |
| 3122 | EVERETT HARRIS#3122 · 6,283 sh | 6,283 | $1.3M | — | +10.1% |
| 3123 | CGN Advisors#3123 · 59,815 sh | 59,815 | $1.3M | — | -21.2% |
| 3124 | Mirador Capital Partners#3124 · 21,462 sh | 21,462 | $1.3M | — | -1.5% |
| 3125 | Parrish Capital#3125 · 50,498 sh | 50,498 | $1.3M | — | -13.6% |
| 3126 | EnRich Financial Partners#3126 · 24,644 sh | 24,644 | $1.3M | — | 0.0% |
| 3127 | ARGA Investment Management#3127 · 50,453 sh | 50,453 | $1.3M | 0.03% | +0.3% |
| 3128 | Blue Zone Wealth Advisors#3128 · 6,984 sh | 6,984 | $1.3M | — | -1.7% |
| 3129 | Grandview Asset Management#3129 · 7,925 sh | 7,925 | $1.3M | — | +54.0% |
| 3130 | FWL INVESTMENT MANAGEMENT#3130 · 6,507 sh | 6,507 | $1.3M | 0.24% | +3.2% |
| 3131 | Truepoint#3131 · 8,503 sh | 8,503 | $1.3M | 0.03% | +62.4% |
| 3132 | Bank OZK#3132 · 16,785 sh | 16,785 | $1.3M | 0.39% | +115.2% |
| 3133 | Integris Wealth Management#3133 · 46,920 sh | 46,920 | $1.3M | — | +1.3% |
| 3134 | FLC Capital Advisors#3134 · 11,454 sh | 11,454 | $1.3M | 0.21% | +309.1% |
| 3135 | Family Wealth Group#3135 · 21,550 sh | 21,550 | $1.3M | 0.70% | -2.9% |
| 3136 | CONTRAVISORY INVESTMENT MANAGEMENT#3136 · 49,883 sh | 49,883 | $1.3M | — | +1.8% |
| 3137 | Cane Capital Partners#3137 · 98,260 sh | 98,260 | $1.3M | — | -0.7% |
| 3138 | LOM Asset Management Ltd#3138 · 11,535 sh | 11,535 | $1.3M | 0.34% | -65.4% |
| 3139 | AEGON USA Investment Management#3139 · 49,770 sh | 49,770 | $1.3M | 0.94% | +36.7% |
| 3140 | 5T Wealth#3140 · 14,539 sh | 14,539 | $1.3M | 0.49% | +2.3% |
| 3141 | Sanchez Gaunt Capital Management#3141 · 30,755 sh | 30,755 | $1.3M | 0.73% | -20.0% |
| 3142 | GENTRY PRIVATE WEALTH#3142 · 10,138 sh | 10,138 | $1.3M | 0.67% | -15.8% |
| 3143 | Banque de Luxembourg S.A.#3143 · 9,227 sh | 9,227 | $1.3M | — | 0.0% |
| 3144 | Aquatic Capital Management#3144 · 49,402 sh | 49,402 | $1.3M | 0.04% | New |
| 3145 | YOUSIF CAPITAL MANAGEMENT#3145 · 49,388 sh | 49,388 | $1.3M | — | -3.9% |
| 3146 | Coastline#3146 · 22,967 sh | 22,967 | $1.3M | — | +45.6% |
| 3147 | TritonPoint Partners#3147 · 10,880 sh | 10,880 | $1.3M | 0.11% | New |
| 3148 | INCEPTIONR#3148 · 49,136 sh | 49,136 | $1.3M | 0.32% | +131.1% |
| 3149 | MELFA WEALTH MANAGEMENT#3149 · 11,310 sh | 11,310 | $1.3M | 0.70% | -67.8% |
| 3150 | SUTTON PLACE INVESTORS#3150 · 7,996 sh | 7,996 | $1.3M | — | -42.5% |
| 3151 | Left Brain Wealth Management#3151 · 63,286 sh | 63,286 | $1.3M | 0.39% | -42.2% |
| 3152 | Mission Financial Group#3152 · 7,954 sh | 7,954 | $1.3M | — | — |
| 3153 | TRITONPOINT WEALTH#3153 · 10,817 sh | 10,817 | $1.3M | — | -4.8% |
| 3154 | Bay Rivers Group#3154 · 13,294 sh | 13,294 | $1.3M | 0.44% | +204.7% |
| 3155 | Indiana & Investment Management#3155 · 14,191 sh | 14,191 | $1.3M | — | -1.8% |
| 3156 | Virtus Family Office#3156 · 23,807 sh | 23,807 | $1.3M | 1.02% | -7.2% |
| 3157 | SCHNIEDERS CAPITAL MANAGEMENT#3157 · 12,063 sh | 12,063 | $1.3M | 0.17% | +10.0% |
| 3158 | YARGER WEALTH STRATEGIES#3158 · 5,985 sh | 5,985 | $1.3M | 0.46% | +0.4% |
| 3159 | Dockside#3159 · 6,024 sh | 6,024 | $1.3M | 0.30% | New |
| 3160 | BSW Wealth Partners#3160 · 13,762 sh | 13,762 | $1.3M | 0.14% | -4.1% |
| 3161 | ADKINS SEALE CAPITAL MANAGEMENT#3161 · 6,851 sh | 6,851 | $1.3M | — | +7.5% |
| 3162 | OPPENHEIMER ASSET MANAGEMENT#3162 · 15,309 sh | 15,309 | $1.3M | — | +12.6% |
| 3163 | Perkins Coie#3163 · 6,252 sh | 6,252 | $1.3M | — | -2.8% |
| 3164 | Brown Financial Advisory#3164 · 65,013 sh | 65,013 | $1.3M | 0.53% | -5.5% |
| 3165 | Gradient Capital Advisors#3165 · 45,547 sh | 45,547 | $1.3M | — | +30.0% |
| 3166 | 4J Wealth Management#3166 · 34,551 sh | 34,551 | $1.3M | 0.62% | -3.6% |
| 3167 | FOX RUN MANAGEMENT, L.L.C.#3167 · 47,780 sh | 47,780 | $1.3M | 0.21% | +357.8% |
| 3168 | Elevated Capital Advisors#3168 · 8,942 sh | 8,942 | $1.3M | 0.35% | -0.7% |
| 3169 | Realta Investment Advisors#3169 · 18,916 sh | 18,916 | $1.3M | — | -31.2% |
| 3170 | Jackson Creek Investment Advisors#3170 · 42,294 sh | 42,294 | $1.3M | 0.41% | -12.4% |
| 3171 | GRANDFIELD & DODD#3171 · 5,866 sh | 5,866 | $1.2M | 0.07% | +3.1% |
| 3172 | ASHFORD CAPITAL MANAGEMENT#3172 · 61,256 sh | 61,256 | $1.2M | 0.13% | New |
| 3173 | Arcus Capital Partners#3173 · 12,900 sh | 12,900 | $1.2M | 0.52% | -24.2% |
| 3174 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#3174 · 8,979 sh | 8,979 | $1.2M | 0.07% | +16.9% |
| 3175 | Allie Family Office#3175 · 5,836 sh | 5,836 | $1.2M | 0.46% | -9.7% |
| 3176 | VIRGINIA RETIREMENT SYSTEMS ET Al#3176 · 47,000 sh | 47,000 | $1.2M | — | +166.3% |
| 3177 | MKT Advisors#3177 · 7,002 sh | 7,002 | $1.2M | — | -31.0% |
| 3178 | Davis Capital Management#3178 · 61,635 sh | 61,635 | $1.2M | — | -2.9% |
| 3179 | Boothe Investment Group#3179 · 5,806 sh | 5,806 | $1.2M | — | +3.4% |
| 3180 | TOWNSQUARE CAPITAL#3180 · 4,077 sh | 4,077 | $1.2M | 0.23% | -14.6% |
| 3181 | Rialto Wealth Management#3181 · 38,956 sh | 38,956 | $1.2M | 0.24% | +1.2% |
| 3182 | Financial Perspectives#3182 · 17,389 sh | 17,389 | $1.2M | 0.30% | +0.6% |
| 3183 | RWWM#3183 · 11,684 sh | 11,684 | $1.2M | 0.09% | -2.0% |
| 3184 | BENEDICT FINANCIAL ADVISORS#3184 · 5,797 sh | 5,797 | $1.2M | — | -0.7% |
| 3185 | ADVISORS MANAGEMENT GROUP#3185 · 5,791 sh | 5,791 | $1.2M | 0.20% | +1.6% |
| 3186 | HEADINVEST#3186 · 49,073 sh | 49,073 | $1.2M | 0.23% | -3.1% |
| 3187 | Red Mountain Financial#3187 · 33,162 sh | 33,162 | $1.2M | 1.03% | +18.2% |
| 3188 | BROWN, LISLE/CUMMINGS#3188 · 32,273 sh | 32,273 | $1.2M | — | +5.4% |
| 3189 | Paladin Partners#3189 · 28,152 sh | 28,152 | $1.2M | — | +0.7% |
| 3190 | GW&K Investment Management#3190 · 8,161 sh | 8,161 | $1.2M | <0.01% | +18.0% |
| 3191 | ELLERSON GROUP#3191 · 26,911 sh | 26,911 | $1.2M | 0.72% | -0.3% |
| 3192 | Center for Financial Planning#3192 · 22,270 sh | 22,270 | $1.2M | — | -0.5% |
| 3193 | RAM Investment Partners#3193 · 7,206 sh | 7,206 | $1.2M | — | -1.4% |
| 3194 | Campbell & Investment Adviser#3194 · 46,151 sh | 46,151 | $1.2M | 0.06% | +45.7% |
| 3195 | CLIFFORD SWAN INVESTMENT COUNSEL#3195 · 5,712 sh | 5,712 | $1.2M | 0.04% | -67.4% |
| 3196 | Andina Capital Management#3196 · 9,696 sh | 9,696 | $1.2M | — | New |
| 3197 | Pictet North America Advisors SA#3197 · 5,690 sh | 5,690 | $1.2M | — | 0.0% |
| 3198 | Fortitude Financial#3198 · 9,281 sh | 9,281 | $1.2M | — | -49.4% |
| 3199 | TEACHER RETIREMENT SYSTEM OF TEXAS#3199 · 45,773 sh | 45,773 | $1.2M | <0.01% | -32.4% |
| 3200 | Fox Financial#3200 · 19,483 sh | 19,483 | $1.2M | 0.84% | -3.8% |
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.