Invesco Ltd. (IVZ) — Institutional Holders, Q2 2026 (page 35)
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 3,401 to 3,500. 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 3,401–3,500 of 4,375
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3401 | COLLECTIVE FAMILY OFFICE#3401 · 4,133 sh | 4,133 | $879.4K | — | 0.0% |
| 3402 | Rench Wealth Management#3402 · 4,104 sh | 4,104 | $873.2K | 0.23% | +0.4% |
| 3403 | Greenspring Advisors#3403 · 9,934 sh | 9,934 | $871.7K | 0.05% | 0.0% |
| 3404 | CAMBRIDGE CAPITAL MANAGEMENT#3404 · 4,093 sh | 4,093 | $871.0K | — | -14.4% |
| 3405 | FFG Partners#3405 · 7,760 sh | 7,760 | $870.0K | — | +67.0% |
| 3406 | Cassilly Financial Group#3406 · 5,385 sh | 5,385 | $869.9K | — | -85.2% |
| 3407 | RED REEF ADVISORS#3407 · 2,878 sh | 2,878 | $869.9K | 0.80% | -1.1% |
| 3408 | Bull Harbor Capital#3408 · 32,939 sh | 32,939 | $869.3K | 0.17% | +26.3% |
| 3409 | APS Management Group#3409 · 30,535 sh | 30,535 | $868.6K | — | +19.1% |
| 3410 | Roble, Belko & Company#3410 · 31,230 sh | 31,230 | $866.0K | 0.09% | -38.5% |
| 3411 | ST GERMAIN D J#3411 · 11,985 sh | 11,985 | $865.8K | 0.03% | -8.8% |
| 3412 | Cosner Financial Group#3412 · 5,358 sh | 5,358 | $865.6K | 0.44% | -12.2% |
| 3413 | HAMILTON CAPITAL PARTNERS#3413 · 2,846 sh | 2,846 | $862.3K | 0.25% | -74.5% |
| 3414 | Red Wave Investments#3414 · 39,818 sh | 39,818 | $862.1K | 0.22% | 0.0% |
| 3415 | Polymer Capital Management (US)#3415 · 32,650 sh | 32,650 | $861.6K | 0.11% | -7.3% |
| 3416 | Park Square Financial Group#3416 · 4,040 sh | 4,040 | $859.6K | 7.76% | -33.1% |
| 3417 | Allodium Investment Consultants#3417 · 13,068 sh | 13,068 | $859.0K | — | -17.7% |
| 3418 | Sagewood Asset Management#3418 · 24,976 sh | 24,976 | $857.3K | 0.19% | +11.5% |
| 3419 | Willow Creek Wealth Management#3419 · 15,805 sh | 15,805 | $853.9K | — | — |
| 3420 | Bridgelight Financial Advisors#3420 · 3,999 sh | 3,999 | $850.9K | — | +0.2% |
| 3421 | ALPHA CAPITAL ADVISORS#3421 · 5,146 sh | 5,146 | $846.9K | 0.73% | -33.1% |
| 3422 | Gemmer Asset Management#3422 · 14,300 sh | 14,300 | $845.8K | — | -26.1% |
| 3423 | Sciencast Management#3423 · 32,002 sh | 32,002 | $844.5K | 0.18% | New |
| 3424 | Legacy Wealth Asset Management#3424 · 38,965 sh | 38,965 | $843.6K | — | +3.0% |
| 3425 | McGinn Penninger Investment Management#3425 · 7,679 sh | 7,679 | $843.0K | 0.51% | -1.9% |
| 3426 | Baron Wealth Management#3426 · 8,932 sh | 8,932 | $841.8K | — | +0.7% |
| 3427 | Newman Dignan & Sheerar#3427 · 9,370 sh | 9,370 | $840.0K | — | -2.1% |
| 3428 | C M BIDWELL & ASSOCIATES LTD#3428 · 33,608 sh | 33,608 | $839.8K | 0.34% | 0.0% |
| 3429 | Abel Hall#3429 · 7,295 sh | 7,295 | $839.6K | — | New |
| 3430 | Innovative Wealth Building#3430 · 5,193 sh | 5,193 | $838.8K | — | +27.5% |
| 3431 | WATERS PARKERSON#3431 · 41,050 sh | 41,050 | $836.2K | 0.04% | +27.3% |
| 3432 | ALTERNA WEALTH MANAGEMENT#3432 · 3,925 sh | 3,925 | $835.2K | — | -43.2% |
| 3433 | LAVELLE CAPITAL#3433 · 3,919 sh | 3,919 | $833.8K | 0.36% | +0.2% |
| 3434 | ARS Wealth Advisors Group#3434 · 8,939 sh | 8,939 | $831.3K | — | +68.0% |
| 3435 | Guinness Asset Management LTD#3435 · 31,472 sh | 31,472 | $830.5K | 0.01% | -15.0% |
| 3436 | Prepared Retirement Institute#3436 · 3,903 sh | 3,903 | $830.4K | 0.35% | +0.3% |
| 3437 | VERITY Wealth Advisors#3437 · 35,790 sh | 35,790 | $828.9K | 0.50% | +10.4% |
| 3438 | TCI Wealth Advisors#3438 · 3,586 sh | 3,586 | $828.4K | 0.04% | +47.0% |
| 3439 | INTRUST BANK NA#3439 · 40,404 sh | 40,404 | $823.0K | 0.06% | 0.0% |
| 3440 | Hunter Perkins Capital Management#3440 · 24,344 sh | 24,344 | $822.0K | 0.18% | -1.6% |
| 3441 | Seneschal Advisors#3441 · 2,705 sh | 2,705 | $819.5K | 0.56% | -9.9% |
| 3442 | Inlet Private Wealth#3442 · 3,851 sh | 3,851 | $819.4K | — | -1.3% |
| 3443 | Bank of Marin#3443 · 7,988 sh | 7,988 | $819.4K | 0.57% | -33.0% |
| 3444 | CWC Advisors#3444 · 6,565 sh | 6,565 | $819.0K | — | +2.0% |
| 3445 | CAPSTONE CAPITAL WEALTH ADVISORS#3445 · 23,675 sh | 23,675 | $818.7K | — | -6.8% |
| 3446 | Disciplined Investments#3446 · 27,850 sh | 27,850 | $817.1K | 0.26% | +37.0% |
| 3447 | Plan A Wealth#3447 · 6,331 sh | 6,331 | $817.0K | — | +140.1% |
| 3448 | Impact Investors#3448 · 33,293 sh | 33,293 | $816.0K | 0.60% | -26.7% |
| 3449 | BAXTER BROS#3449 · 3,451 sh | 3,451 | $815.3K | 0.09% | +35.1% |
| 3450 | 3Chopt Investment Partners#3450 · 3,854 sh | 3,854 | $814.6K | 0.15% | 0.0% |
| 3451 | GUERRA PAN ADVISORS#3451 · 10,179 sh | 10,179 | $812.8K | — | 0.0% |
| 3452 | Advisors Asset Management#3452 · 32,392 sh | 32,392 | $810.9K | 0.01% | -23.1% |
| 3453 | RICHARDS, MERRILL & PETERSON#3453 · 11,565 sh | 11,565 | $805.4K | — | +10.4% |
| 3454 | NORTH DALLAS BANK#3454 · 22,054 sh | 22,054 | $805.3K | 0.48% | 0.0% |
| 3455 | CATALYST PRIVATE WEALTH#3455 · 16,004 sh | 16,004 | $802.6K | — | 0.0% |
| 3456 | Summit Asset Management#3456 · 13,090 sh | 13,090 | $801.5K | 0.10% | 0.0% |
| 3457 | HARBOUR INVESTMENT MANAGEMENT#3457 · 8,847 sh | 8,847 | $800.8K | 0.41% | +12.2% |
| 3458 | Veltria Advisors#3458 · 34,034 sh | 34,034 | $800.5K | 1.21% | 0.0% |
| 3459 | Cordant#3459 · 4,150 sh | 4,150 | $800.4K | 0.29% | +23.8% |
| 3460 | Versant Capital Management#3460 · 20,066 sh | 20,066 | $799.2K | — | +9.3% |
| 3461 | Columbia Asset Management#3461 · 2,631 sh | 2,631 | $797.1K | — | 0.0% |
| 3462 | Tradewinds#3462 · 82,634 sh | 82,634 | $794.6K | 0.18% | +7364.7% |
| 3463 | UniSuper Management Pty Ltd#3463 · 30,103 sh | 30,103 | $794.4K | — | -55.5% |
| 3464 | Stillwater Wealth Management Group#3464 · 2,615 sh | 2,615 | $792.3K | — | +46.9% |
| 3465 | Amicus Financial Advisors#3465 · 73,038 sh | 73,038 | $791.7K | 0.19% | +4.7% |
| 3466 | Strata Wealth Advisors#3466 · 3,721 sh | 3,721 | $791.7K | — | +118.9% |
| 3467 | Quilter Plc#3467 · 30,000 sh | 30,000 | $791.7K | — | 0.0% |
| 3468 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO#3468 · 29,961 sh | 29,961 | $791.0K | <0.01% | 0.0% |
| 3469 | Rockwood Wealth Management#3469 · 17,602 sh | 17,602 | $789.2K | — | +6.1% |
| 3470 | Daybright Advisory Services#3470 · 5,988 sh | 5,988 | $788.7K | 0.19% | -41.4% |
| 3471 | HICKS CAPITAL MANAGEMENT#3471 · 10,437 sh | 10,437 | $781.7K | — | 0.0% |
| 3472 | V2 Financial group#3472 · 4,037 sh | 4,037 | $779.5K | 0.29% | +1.3% |
| 3473 | PCG ASSET MANAGEMENT#3473 · 3,662 sh | 3,662 | $779.2K | 0.56% | +0.4% |
| 3474 | Alexander Randolph Advisory#3474 · 26,306 sh | 26,306 | $778.2K | 0.64% | +4.1% |
| 3475 | Glassy Mountain Advisors#3475 · 28,920 sh | 28,920 | $776.2K | 0.21% | +10.2% |
| 3476 | Close Asset Management Ltd#3476 · 3,658 sh | 3,658 | $769.0K | 0.02% | 0.0% |
| 3477 | MATTERN CAPITAL MANAGEMENT#3477 · 31,256 sh | 31,256 | $766.1K | 0.09% | +0.9% |
| 3478 | FAIRFIELD, BUSH#3478 · 3,257 sh | 3,257 | $765.2K | 0.38% | +26.6% |
| 3479 | BANQUE PICTET & CIE SA#3479 · 3,588 sh | 3,588 | $763.4K | — | -24.5% |
| 3480 | SwitchPoint Financial Planning#3480 · 3,587 sh | 3,587 | $763.2K | 0.44% | 0.0% |
| 3481 | Banque Cantonale Vaudoise#3481 · 21,138 sh | 21,138 | $761.0K | 0.03% | +0.1% |
| 3482 | Warren Street Wealth Advisors#3482 · 37,198 sh | 37,198 | $757.8K | 0.17% | -0.7% |
| 3483 | ARBOR CAPITAL MANAGEMENT#3483 · 12,881 sh | 12,881 | $753.7K | — | -19.6% |
| 3484 | ABLE Financial Group#3484 · 5,884 sh | 5,884 | $753.6K | — | +138.6% |
| 3485 | TCTC#3485 · 7,757 sh | 7,757 | $753.5K | 0.02% | 0.0% |
| 3486 | Adams Wealth Management#3486 · 32,566 sh | 32,566 | $753.5K | 0.14% | -11.3% |
| 3487 | INTREPID FAMILY OFFICE#3487 · 15,000 sh | 15,000 | $752.3K | 0.56% | New |
| 3488 | ALESCO ADVISORS#3488 · 6,090 sh | 6,090 | $750.6K | 0.02% | +29.2% |
| 3489 | Atlantic Private Wealth#3489 · 10,701 sh | 10,701 | $750.4K | 0.46% | -0.2% |
| 3490 | Dash Acquisitions#3490 · 3,278 sh | 3,278 | $749.7K | 0.15% | New |
| 3491 | Farmers & Merchants of Long Beach#3491 · 14,941 sh | 14,941 | $749.3K | — | -17.5% |
| 3492 | Partners in Financial Planning#3492 · 5,013 sh | 5,013 | $749.2K | 0.11% | New |
| 3493 | KDT Advisors#3493 · 3,520 sh | 3,520 | $749.0K | 1.04% | +2.0% |
| 3494 | Smith Thornton Advisors#3494 · 5,800 sh | 5,800 | $744.7K | — | 0.0% |
| 3495 | Avion Wealth#3495 · 12,714 sh | 12,714 | $744.0K | 0.14% | +8.3% |
| 3496 | Rosenberg Matthew Hamilton#3496 · 5,879 sh | 5,879 | $743.3K | — | -3.6% |
| 3497 | Harbor Group#3497 · 5,488 sh | 5,488 | $743.1K | — | +69.5% |
| 3498 | LAFFER TENGLER INVESTMENTS#3498 · 29,514 sh | 29,514 | $739.9K | 0.09% | -50.9% |
| 3499 | Stolper#3499 · 31,869 sh | 31,869 | $739.0K | — | +131.6% |
| 3500 | Curated Wealth Partners#3500 · 11,580 sh | 11,580 | $734.9K | — | 0.0% |
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.