Invesco Ltd. (IVZ) — Institutional Holders, Q2 2026 (page 33)
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 3,201 to 3,300. 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 3,201–3,300 of 4,375
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3201 | RIVERBRIDGE PARTNERS#3201 · 5,673 sh | 5,673 | $1.2M | 0.03% | New |
| 3202 | Smart Money Group#3202 · 7,470 sh | 7,470 | $1.2M | 0.31% | -16.2% |
| 3203 | OXFORD FINANCIAL GROUP, LTD.#3203 · 36,865 sh | 36,865 | $1.2M | 0.06% | -2.6% |
| 3204 | Brand Asset Management Group#3204 · 18,115 sh | 18,115 | $1.2M | 0.27% | +18.5% |
| 3205 | MONEYWISE#3205 · 16,744 sh | 16,744 | $1.2M | 0.45% | -5.0% |
| 3206 | Coastwise Capital Group#3206 · 63,876 sh | 63,876 | $1.2M | 0.70% | +17.7% |
| 3207 | SWMG#3207 · 23,898 sh | 23,898 | $1.2M | — | +49.9% |
| 3208 | Noble Family Wealth#3208 · 4,594 sh | 4,594 | $1.2M | — | -17.9% |
| 3209 | MITCHELL SINKLER & STARR#3209 · 13,241 sh | 13,241 | $1.2M | — | -3.4% |
| 3210 | MONOGRAPH WEALTH ADVISORS#3210 · 18,575 sh | 18,575 | $1.2M | 0.10% | +99.0% |
| 3211 | May Barnhard Investments#3211 · 11,303 sh | 11,303 | $1.2M | — | +3.3% |
| 3212 | Independent Family Office#3212 · 8,414 sh | 8,414 | $1.2M | 0.48% | 0.0% |
| 3213 | Thrive Capital Management#3213 · 5,598 sh | 5,598 | $1.2M | — | +13.7% |
| 3214 | SFG Wealth Management#3214 · 9,483 sh | 9,483 | $1.2M | — | +134.9% |
| 3215 | NORTHCAPE WEALTH MANAGEMENT#3215 · 15,856 sh | 15,856 | $1.2M | 0.31% | -1.0% |
| 3216 | AMERICAN FINANCIAL GROUP#3216 · 45,000 sh | 45,000 | $1.2M | 0.42% | 0.0% |
| 3217 | ACT WEALTH MANAGEMENT#3217 · 6,661 sh | 6,661 | $1.2M | — | -4.0% |
| 3218 | MUTUAL OF AMERICA CAPITAL MANAGEMENT#3218 · 44,866 sh | 44,866 | $1.2M | — | -5.0% |
| 3219 | BECKER CAPITAL MANAGEMENT#3219 · 5,557 sh | 5,557 | $1.2M | 0.03% | -0.9% |
| 3220 | NBT BANK N A#3220 · 30,259 sh | 30,259 | $1.2M | — | -2.0% |
| 3221 | Hudson Value Partners#3221 · 5,544 sh | 5,544 | $1.2M | 0.30% | +53.6% |
| 3222 | Formidable Asset Management#3222 · 20,708 sh | 20,708 | $1.2M | 0.19% | +2.4% |
| 3223 | VestGen Investment Management#3223 · 18,026 sh | 18,026 | $1.2M | 0.62% | +8.5% |
| 3224 | RHS Financial#3224 · 7,228 sh | 7,228 | $1.2M | — | +2.5% |
| 3225 | Michels Family Financial#3225 · 9,055 sh | 9,055 | $1.2M | 0.75% | +2.5% |
| 3226 | Seek First#3226 · 41,181 sh | 41,181 | $1.2M | — | -6.6% |
| 3227 | Crown Wealth Group#3227 · 8,460 sh | 8,460 | $1.2M | — | +47.2% |
| 3228 | LECAP ASSET MANAGEMENT LTD#3228 · 43,811 sh | 43,811 | $1.2M | — | New |
| 3229 | Capital Advisors Wealth Management#3229 · 9,204 sh | 9,204 | $1.2M | — | +4.2% |
| 3230 | Allred Capital Management#3230 · 16,238 sh | 16,238 | $1.2M | 0.38% | +5.7% |
| 3231 | Iron Financial#3231 · 33,959 sh | 33,959 | $1.2M | — | +415.6% |
| 3232 | Millington Financial Advisors#3232 · 47,610 sh | 47,610 | $1.2M | 0.45% | +8.8% |
| 3233 | Code Waechter#3233 · 30,305 sh | 30,305 | $1.2M | — | +65.1% |
| 3234 | Burnham#3234 · 63,488 sh | 63,488 | $1.2M | 0.93% | — |
| 3235 | State of Alaska, Department of Revenue#3235 · 43,435 sh | 43,435 | $1.1M | — | -1.8% |
| 3236 | Lafayette Investments#3236 · 5,371 sh | 5,371 | $1.1M | 0.21% | +4.4% |
| 3237 | Nicholson Wealth Management Group#3237 · 11,322 sh | 11,322 | $1.1M | 0.67% | +3.9% |
| 3238 | HAGER INVESTMENT MANAGEMENT SERVICES#3238 · 17,336 sh | 17,336 | $1.1M | 0.53% | +32.6% |
| 3239 | PATTON ALBERTSON MILLER GROUP#3239 · 25,516 sh | 25,516 | $1.1M | — | -4.0% |
| 3240 | Ares Financial Consulting#3240 · 4,841 sh | 4,841 | $1.1M | — | +0.6% |
| 3241 | Clare Market Investments#3241 · 3,750 sh | 3,750 | $1.1M | 0.21% | +22.7% |
| 3242 | Innovative Asset Advisors Group#3242 · 11,416 sh | 11,416 | $1.1M | 0.50% | -50.5% |
| 3243 | Lakeridge Wealth Management#3243 · 11,441 sh | 11,441 | $1.1M | 0.42% | +72.8% |
| 3244 | Wealth Watch Advisors#3244 · 11,147 sh | 11,147 | $1.1M | 0.36% | +51.9% |
| 3245 | Widmann Financial Services#3245 · 17,161 sh | 17,161 | $1.1M | 0.60% | +2.5% |
| 3246 | Hassell Wealth Management#3246 · 5,301 sh | 5,301 | $1.1M | — | -8.0% |
| 3247 | Family Legacy#3247 · 41,861 sh | 41,861 | $1.1M | — | -0.1% |
| 3248 | Elyxium Wealth#3248 · 70,718 sh | 70,718 | $1.1M | — | -51.1% |
| 3249 | Cambridge Advisors#3249 · 5,275 sh | 5,275 | $1.1M | — | 0.0% |
| 3250 | Benson Wealth Management#3250 · 8,536 sh | 8,536 | $1.1M | 1.13% | +0.1% |
| 3251 | GILPIN WEALTH MANAGEMENT#3251 · 19,803 sh | 19,803 | $1.1M | — | -6.6% |
| 3252 | Morling Financial Advisors#3252 · 14,162 sh | 14,162 | $1.1M | 0.31% | 0.0% |
| 3253 | Fingerlakes Wealth Management#3253 · 8,658 sh | 8,658 | $1.1M | 0.60% | -6.0% |
| 3254 | Vanguard Capital Wealth Advisors#3254 · 12,312 sh | 12,312 | $1.1M | — | New |
| 3255 | CULBERTSON A N#3255 · 5,236 sh | 5,236 | $1.1M | — | -9.3% |
| 3256 | Fox Hill Wealth Management#3256 · 16,105 sh | 16,105 | $1.1M | 0.45% | -0.8% |
| 3257 | Michael J. Porro & Financial Advisors#3257 · 17,329 sh | 17,329 | $1.1M | — | -3.4% |
| 3258 | HARBOR ADVISORY#3258 · 5,205 sh | 5,205 | $1.1M | 0.30% | 0.0% |
| 3259 | Gouws Capital#3259 · 16,000 sh | 16,000 | $1.1M | — | 0.0% |
| 3260 | Virtus Fixed Income Advisers#3260 · 54,195 sh | 54,195 | $1.1M | 0.70% | +132.2% |
| 3261 | Gs Investments#3261 · 40,205 sh | 40,205 | $1.1M | 0.80% | -0.7% |
| 3262 | Wilkerson Advisory Group#3262 · 12,722 sh | 12,722 | $1.1M | — | +1.9% |
| 3263 | Monte Financial Group#3263 · 5,123 sh | 5,123 | $1.1M | 0.35% | +6.2% |
| 3264 | WELLINGTON-ALTUS USA#3264 · 15,001 sh | 15,001 | $1.1M | 0.78% | -45.0% |
| 3265 | McElhenny Sheffield Capital Management#3265 · 46,226 sh | 46,226 | $1.1M | 0.27% | +1068.8% |
| 3266 | NORDEA INVESTMENT MANAGEMENT AB#3266 · 41,420 sh | 41,420 | $1.1M | <0.01% | New |
| 3267 | THOMPSON DAVIS#3267 · 8,966 sh | 8,966 | $1.1M | 0.66% | +501.3% |
| 3268 | ADVISORTRUST PARTNERS#3268 · 5,139 sh | 5,139 | $1.1M | 0.37% | -99.3% |
| 3269 | Napier Financial#3269 · 8,009 sh | 8,009 | $1.1M | 0.23% | +3.4% |
| 3270 | Founders Capital Management#3270 · 27,728 sh | 27,728 | $1.1M | — | +382.8% |
| 3271 | ENTREWEALTH#3271 · 3,956 sh | 3,956 | $1.1M | — | +44.8% |
| 3272 | CacheTech#3272 · 45,191 sh | 45,191 | $1.1M | 0.18% | +23.1% |
| 3273 | Cambridge Financial Group#3273 · 51,183 sh | 51,183 | $1.1M | — | -68.4% |
| 3274 | Clientfirst Wealth Management#3274 · 5,096 sh | 5,096 | $1.1M | 0.89% | 0.0% |
| 3275 | Asempa Wealth Advisors#3275 · 6,703 sh | 6,703 | $1.1M | — | +15.2% |
| 3276 | Edge Wealth Management#3276 · 19,785 sh | 19,785 | $1.1M | — | +5.4% |
| 3277 | Forum Financial Management#3277 · 5,076 sh | 5,076 | $1.1M | — | -19.9% |
| 3278 | Taylor Financial Group#3278 · 3,565 sh | 3,565 | $1.1M | 0.59% | +3.8% |
| 3279 | Castle Rock Wealth Management#3279 · 9,500 sh | 9,500 | $1.1M | — | -6.6% |
| 3280 | MITCHELL MCLEOD PUGH & WILLIAMS#3280 · 17,749 sh | 17,749 | $1.1M | 0.13% | +5.7% |
| 3281 | Wealth Advisors of Tampa Bay#3281 · 5,058 sh | 5,058 | $1.1M | 0.33% | 0.0% |
| 3282 | Virtus Wealth Solutions#3282 · 14,353 sh | 14,353 | $1.1M | 0.15% | +0.5% |
| 3283 | BELLEVUE ASSET MANAGEMENT#3283 · 13,480 sh | 13,480 | $1.1M | 0.50% | -8.1% |
| 3284 | CarsonAllaria Wealth Management, Ltd.#3284 · 11,923 sh | 11,923 | $1.1M | 0.47% | 0.0% |
| 3285 | PLANNING DIRECTIONS#3285 · 21,754 sh | 21,754 | $1.1M | 0.50% | -16.4% |
| 3286 | Leelyn Smith#3286 · 6,046 sh | 6,046 | $1.1M | 0.13% | -96.6% |
| 3287 | David J Yvars Group#3287 · 29,215 sh | 29,215 | $1.1M | — | -4.3% |
| 3288 | Berkeley Capital Partners#3288 · 8,363 sh | 8,363 | $1.1M | 0.22% | +303.0% |
| 3289 | Ethic#3289 · 40,390 sh | 40,390 | $1.1M | 0.01% | +8.4% |
| 3290 | ALPS ADVISORS#3290 · 40,345 sh | 40,345 | $1.1M | <0.01% | New |
| 3291 | Neo Ivy Capital Management#3291 · 40,325 sh | 40,325 | $1.1M | 0.25% | +3.0% |
| 3292 | Hartree Partners#3292 · 5,000 sh | 5,000 | $1.1M | 0.23% | -9.1% |
| 3293 | Lighthouse Investment Partners#3293 · 5,000 sh | 5,000 | $1.1M | 0.03% | 0.0% |
| 3294 | Krane Financial Solutions#3294 · 49,746 sh | 49,746 | $1.1M | 0.65% | +17.1% |
| 3295 | AGP FRANKLIN#3295 · 3,505 sh | 3,505 | $1.1M | 0.46% | +13.4% |
| 3296 | AMERICAN CENTURY COMPANIES#3296 · 40,213 sh | 40,213 | $1.1M | <0.01% | -16.9% |
| 3297 | Signature Resources Capital Management#3297 · 42,204 sh | 42,204 | $1.1M | — | +0.5% |
| 3298 | Werba Rubin Papier Wealth Management#3298 · 21,815 sh | 21,815 | $1.1M | 0.13% | +124.1% |
| 3299 | Loudon Investment Management#3299 · 4,974 sh | 4,974 | $1.1M | 0.52% | +11.7% |
| 3300 | Marin Bay Wealth Advisors#3300 · 5,977 sh | 5,977 | $1.1M | 0.57% | -0.8% |
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.