Invesco Ltd. (IVZ) — Institutional Holders, Q2 2026 (page 34)
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 3,301 to 3,400. 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 3,301–3,400 of 4,375
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3301 | MONARCH CAPITAL MANAGEMENT#3301 · 4,952 sh | 4,952 | $1.1M | — | +5.5% |
| 3302 | AG Asset Advisory#3302 · 14,037 sh | 14,037 | $1.1M | 0.85% | 0.0% |
| 3303 | Destiny Wealth Partners#3303 · 7,103 sh | 7,103 | $1.0M | 0.15% | -67.1% |
| 3304 | Kaizen Financial Strategies#3304 · 16,400 sh | 16,400 | $1.0M | — | -8.2% |
| 3305 | INVESTORS ASSET MANAGEMENT OF GEORGIA /GA#3305 · 4,868 sh | 4,868 | $1.0M | — | +51.6% |
| 3306 | Evergreen Wealth Management#3306 · 4,841 sh | 4,841 | $1.0M | 0.48% | -79.5% |
| 3307 | First Nebraska#3307 · 9,805 sh | 9,805 | $1.0M | 0.08% | +25.5% |
| 3308 | TILIA FIDUCIARY PARTNERS#3308 · 4,816 sh | 4,816 | $1.0M | — | +13.4% |
| 3309 | CATALYST FINANCIAL PARTNERS#3309 · 17,739 sh | 17,739 | $1.0M | 0.10% | -23.7% |
| 3310 | Centric Wealth Management#3310 · 26,183 sh | 26,183 | $1.0M | 0.16% | 0.0% |
| 3311 | Magnetar Financial#3311 · 38,712 sh | 38,712 | $1.0M | <0.01% | -10.4% |
| 3312 | INVESTMENT COUNSEL OF NEVADA#3312 · 3,453 sh | 3,453 | $1.0M | 1.90% | +872.7% |
| 3313 | VAN DEN BERG MANAGEMENT I#3313 · 4,792 sh | 4,792 | $1.0M | 0.22% | +1.3% |
| 3314 | PALISADE CAPITAL MANAGEMENT#3314 · 4,790 sh | 4,790 | $1.0M | 0.04% | +56.5% |
| 3315 | CONNORS INVESTOR SERVICES#3315 · 13,177 sh | 13,177 | $1.0M | 0.09% | +2.7% |
| 3316 | IKE Capital#3316 · 4,785 sh | 4,785 | $1.0M | 0.54% | +1.6% |
| 3317 | Variant Private Wealth#3317 · 13,559 sh | 13,559 | $1.0M | — | -0.2% |
| 3318 | Eagle Bay Advisors#3318 · 29,178 sh | 29,178 | $1.0M | — | -15.4% |
| 3319 | Financial Insights#3319 · 34,550 sh | 34,550 | $1.0M | — | 0.0% |
| 3320 | Godfrey Financial Associates#3320 · 20,382 sh | 20,382 | $1.0M | 0.77% | -3.3% |
| 3321 | Summit Global Investments#3321 · 7,514 sh | 7,514 | $1.0M | 0.06% | -72.8% |
| 3322 | DUTCH ASSET#3322 · 3,784 sh | 3,784 | $1.0M | — | -0.2% |
| 3323 | Chesley Taft & Associates#3323 · 4,746 sh | 4,746 | $1.0M | — | -0.3% |
| 3324 | Rossmore Private Capital#3324 · 4,845 sh | 4,845 | $1.0M | — | -23.6% |
| 3325 | ARGUS INVESTORS' COUNSEL#3325 · 43,560 sh | 43,560 | $1.0M | — | +4.0% |
| 3326 | ICW Investment Advisors#3326 · 4,718 sh | 4,718 | $1.0M | — | +12.8% |
| 3327 | NATURAL INVESTMENTS#3327 · 16,946 sh | 16,946 | $1.0M | 0.22% | -2.4% |
| 3328 | BOSTON RESEARCH & MANAGEMENT#3328 · 4,705 sh | 4,705 | $1.0M | 0.22% | +1.2% |
| 3329 | ENDEAVOR PRIVATE WEALTH#3329 · 24,469 sh | 24,469 | $1.0M | 0.24% | -22.4% |
| 3330 | MORRIS FINANCIAL CONCEPTS#3330 · 41,690 sh | 41,690 | $999.6K | 0.31% | +2.6% |
| 3331 | Financial Synergies Wealth Advisors#3331 · 8,612 sh | 8,612 | $998.8K | — | -11.2% |
| 3332 | Knights of Columbus Asset Advisors#3332 · 45,984 sh | 45,984 | $994.8K | 0.05% | -27.5% |
| 3333 | Everstar Asset Management#3333 · 56,765 sh | 56,765 | $994.7K | 0.48% | +3.3% |
| 3334 | AXQ CAPITAL#3334 · 37,631 sh | 37,631 | $993.1K | 0.11% | -35.8% |
| 3335 | Wealth Architects#3335 · 8,211 sh | 8,211 | $992.4K | 0.08% | +0.4% |
| 3336 | RED CRANE WEALTH MANAGEMENT#3336 · 4,351 sh | 4,351 | $991.6K | — | +20.6% |
| 3337 | Community Bank, N.A.#3337 · 10,001 sh | 10,001 | $991.3K | 0.11% | 0.0% |
| 3338 | MALTESE CAPITAL MANAGEMENT#3338 · 37,500 sh | 37,500 | $989.6K | 0.18% | +87.5% |
| 3339 | Brevan Howard Capital Management#3339 · 37,483 sh | 37,483 | $989.2K | <0.01% | -35.1% |
| 3340 | Foster Group#3340 · 10,964 sh | 10,964 | $987.8K | — | -0.5% |
| 3341 | Wescott Financial Advisory Group#3341 · 8,563 sh | 8,563 | $976.8K | 0.08% | +5.2% |
| 3342 | Northwest & Ethical Investments L.P.#3342 · 12,892 sh | 12,892 | $974.5K | 0.02% | -72.2% |
| 3343 | LVZ#3343 · 8,803 sh | 8,803 | $973.9K | — | -30.5% |
| 3344 | Strategic Wealth Advisors#3344 · 12,919 sh | 12,919 | $973.0K | 0.83% | +11.9% |
| 3345 | Cannon Capital Management#3345 · 21,367 sh | 21,367 | $970.9K | 0.82% | 0.0% |
| 3346 | TWIN CAPITAL MANAGEMENT#3346 · 36,702 sh | 36,702 | $968.6K | 0.11% | +2.0% |
| 3347 | DSG Capital Advisors#3347 · 5,384 sh | 5,384 | $966.8K | 0.14% | -7.4% |
| 3348 | Crescent Sterling, Ltd.#3348 · 10,620 sh | 10,620 | $966.3K | — | +4.7% |
| 3349 | FAGAN ASSOCIATES#3349 · 3,696 sh | 3,696 | $963.6K | — | -81.1% |
| 3350 | Selective Wealth Management#3350 · 12,809 sh | 12,809 | $963.5K | — | -2.3% |
| 3351 | Flaharty Asset Management#3351 · 9,468 sh | 9,468 | $957.5K | 1.37% | -96.5% |
| 3352 | Wealth Dimensions Group, Ltd.#3352 · 4,052 sh | 4,052 | $957.0K | 0.17% | +3.4% |
| 3353 | GSA CAPITAL PARTNERS LLP#3353 · 12,021 sh | 12,021 | $956.0K | 0.06% | -5.7% |
| 3354 | Orcam Financial Group#3354 · 19,195 sh | 19,195 | $954.2K | 0.47% | +497.2% |
| 3355 | FERGUSON WELLMAN CAPITAL MANAGEMENT#3355 · 12,636 sh | 12,636 | $950.7K | — | +9.2% |
| 3356 | McLean Asset Management#3356 · 18,145 sh | 18,145 | $949.9K | 0.13% | -3.6% |
| 3357 | WealthTrust Axiom#3357 · 4,432 sh | 4,432 | $943.0K | 0.21% | +18.4% |
| 3358 | MRP Capital Investments#3358 · 23,861 sh | 23,861 | $939.7K | 0.69% | 0.0% |
| 3359 | MWA Asset Management#3359 · 7,957 sh | 7,957 | $939.5K | 0.42% | +1.5% |
| 3360 | Arrowpoint Investment Partners (Singapore) Pte. Ltd.#3360 · 3,100 sh | 3,100 | $939.2K | 0.20% | New |
| 3361 | Scientech Research#3361 · 6,039 sh | 6,039 | $937.6K | 0.76% | New |
| 3362 | Pines Wealth Management#3362 · 86,465 sh | 86,465 | $937.3K | — | +4.7% |
| 3363 | Capital Group Private Client Services#3363 · 10,402 sh | 10,402 | $937.2K | 0.01% | New |
| 3364 | DECISION INVESTMENTS#3364 · 26,883 sh | 26,883 | $935.8K | — | -0.9% |
| 3365 | Board of Trustees of The Leland Stanford Junior University#3365 · 4,381 sh | 4,381 | $932.1K | 0.17% | New |
| 3366 | Legacy#3366 · 11,614 sh | 11,614 | $931.5K | 0.16% | 0.0% |
| 3367 | NORTHWEST WEALTH MANAGEMENT#3367 · 22,778 sh | 22,778 | $929.7K | 0.12% | -17.5% |
| 3368 | Fairscale Capital#3368 · 11,419 sh | 11,419 | $929.2K | 0.56% | -1.7% |
| 3369 | Provident Investment Management#3369 · 4,365 sh | 4,365 | $928.7K | — | New |
| 3370 | Cadia Private Client#3370 · 5,379 sh | 5,379 | $926.8K | 0.66% | -71.7% |
| 3371 | DELTA CAPITAL MANAGEMENT#3371 · 38,085 sh | 38,085 | $926.0K | — | +5.2% |
| 3372 | Ally Invest Advisors#3372 · 39,359 sh | 39,359 | $925.7K | 0.06% | +6.3% |
| 3373 | RCS Financial Planning#3373 · 6,678 sh | 6,678 | $923.6K | — | -40.2% |
| 3374 | Axim Planning & Wealth#3374 · 14,569 sh | 14,569 | $922.7K | 1.29% | -13.2% |
| 3375 | Reality Financial Planning Services#3375 · 3,037 sh | 3,037 | $920.1K | 0.89% | +2.3% |
| 3376 | Fountainhead AM#3376 · 21,271 sh | 21,271 | $919.5K | 0.68% | -21.5% |
| 3377 | N.E.W. Advisory Services#3377 · 8,827 sh | 8,827 | $917.2K | 0.06% | -17.5% |
| 3378 | Higgins & Schmidt Wealth Strategies#3378 · 3,552 sh | 3,552 | $915.1K | — | -1.1% |
| 3379 | Allied Investment Advisors#3379 · 12,200 sh | 12,200 | $913.8K | — | 0.0% |
| 3380 | 1620 INVESTMENT ADVISORS#3380 · 69,060 sh | 69,060 | $910.6K | 0.56% | -1.3% |
| 3381 | Keystone Financial Services#3381 · 6,223 sh | 6,223 | $910.2K | 0.55% | +286.5% |
| 3382 | Greystone Financial Group#3382 · 4,276 sh | 4,276 | $909.8K | — | -1.3% |
| 3383 | Swisher Financial Concepts#3383 · 8,101 sh | 8,101 | $909.1K | 0.57% | -47.2% |
| 3384 | Kensington Investment Counsel#3384 · 2,985 sh | 2,985 | $904.4K | 0.39% | New |
| 3385 | Accredited Investors#3385 · 9,760 sh | 9,760 | $904.4K | 0.04% | +111.8% |
| 3386 | Ulland Investment Advisors#3386 · 5,180 sh | 5,180 | $904.0K | — | -6.2% |
| 3387 | SK Wealth Management#3387 · 14,690 sh | 14,690 | $903.4K | 0.20% | -9.2% |
| 3388 | RPS ADVISORY SOLUTIONS#3388 · 4,232 sh | 4,232 | $900.4K | 0.60% | New |
| 3389 | TRUEFG#3389 · 15,623 sh | 15,623 | $899.2K | — | 0.0% |
| 3390 | Silver Grove Financial Group#3390 · 10,952 sh | 10,952 | $897.3K | 0.49% | +89.4% |
| 3391 | Precision Wealth Strategies#3391 · 2,955 sh | 2,955 | $895.3K | 0.27% | -3.8% |
| 3392 | Union Bancaire Privee, UBP SA#3392 · 4,375 sh | 4,375 | $894.5K | <0.01% | +237.3% |
| 3393 | Capital Advisor Network#3393 · 48,480 sh | 48,480 | $894.0K | 1.12% | -14.5% |
| 3394 | Fairway Financial#3394 · 7,913 sh | 7,913 | $893.3K | — | +2.4% |
| 3395 | Global Asset Management#3395 · 6,401 sh | 6,401 | $892.8K | — | +86.9% |
| 3396 | COGENT STRATEGIC WEALTH#3396 · 12,479 sh | 12,479 | $892.7K | — | +3.6% |
| 3397 | AlphaGrep UK Ltd#3397 · 33,812 sh | 33,812 | $892.3K | 0.27% | +92.8% |
| 3398 | Van Diest Capital#3398 · 10,903 sh | 10,903 | $887.5K | 0.80% | +56.4% |
| 3399 | Family Management#3399 · 9,054 sh | 9,054 | $885.3K | 0.09% | -89.9% |
| 3400 | McCarley & Cook Financial Planners#3400 · 42,765 sh | 42,765 | $883.3K | — | +0.3% |
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.