Invesco Ltd. (IVZ) — Institutional Holders, Q2 2026 (page 37)
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 3,601 to 3,700. 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 3,601–3,700 of 4,375
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3601 | Emergent Wealth Advisors#3601 · 4,856 sh | 4,856 | $610.5K | — | -58.2% |
| 3602 | Capital CS Group#3602 · 6,768 sh | 6,768 | $609.6K | 0.48% | +37.5% |
| 3603 | Sky Investment Group#3603 · 2,862 sh | 2,862 | $608.9K | 0.10% | +9.2% |
| 3604 | Atomic Invest#3604 · 4,336 sh | 4,336 | $606.0K | 0.05% | +37.3% |
| 3605 | SGL Investment Advisors#3605 · 28,615 sh | 28,615 | $604.3K | 0.21% | +18.7% |
| 3606 | Unconventional Investor#3606 · 2,838 sh | 2,838 | $603.9K | 0.25% | 0.0% |
| 3607 | Align Financial#3607 · 7,636 sh | 7,636 | $602.5K | — | -26.9% |
| 3608 | FINANCIAL MANAGEMENT NETWORK#3608 · 22,300 sh | 22,300 | $599.1K | — | New |
| 3609 | Louisiana State Employees Retirement System#3609 · 22,700 sh | 22,700 | $599.1K | — | +0.4% |
| 3610 | Fullerton Advisors#3610 · 10,267 sh | 10,267 | $596.4K | — | +0.1% |
| 3611 | FINANCIAL COUNSELORS#3611 · 2,800 sh | 2,800 | $595.8K | — | 0.0% |
| 3612 | Advisory Advocates#3612 · 4,579 sh | 4,579 | $595.6K | 0.51% | New |
| 3613 | TFC Financial Management#3613 · 6,507 sh | 6,507 | $595.3K | — | +40.3% |
| 3614 | 17 CAPITAL PARTNERS#3614 · 25,631 sh | 25,631 | $593.6K | 0.27% | +8.9% |
| 3615 | Northwest Wealth Advisors#3615 · 6,317 sh | 6,317 | $591.5K | 0.34% | +58.5% |
| 3616 | Vines Capital Management#3616 · 2,327 sh | 2,327 | $590.1K | 0.48% | +2.5% |
| 3617 | One Wealth Management Investment & Advisory Services#3617 · 3,791 sh | 3,791 | $589.8K | 0.62% | -6.2% |
| 3618 | Militia Capital Management#3618 · 22,300 sh | 22,300 | $588.5K | 0.02% | New |
| 3619 | Stone House Investment Management#3619 · 3,612 sh | 3,612 | $585.1K | — | -38.4% |
| 3620 | NEW MEXICO EDUCATIONAL RETIREMENT BOARD#3620 · 22,114 sh | 22,114 | $584.0K | 0.01% | +6.8% |
| 3621 | Essential Partners#3621 · 7,289 sh | 7,289 | $583.6K | — | -84.8% |
| 3622 | AIGEN INVESTMENT MANAGEMENT#3622 · 22,023 sh | 22,023 | $581.2K | 0.16% | New |
| 3623 | MeadowBrook Investment Advisors#3623 · 45,586 sh | 45,586 | $581.1K | 0.46% | +10.7% |
| 3624 | Clear Point Advisors#3624 · 2,342 sh | 2,342 | $580.8K | 0.51% | New |
| 3625 | Index Fund Advisors#3625 · 4,822 sh | 4,822 | $580.6K | 0.02% | New |
| 3626 | CHILTON CAPITAL MANAGEMENT#3626 · 13,858 sh | 13,858 | $580.5K | 0.02% | -0.3% |
| 3627 | Leslie Global Wealth#3627 · 9,481 sh | 9,481 | $580.5K | — | -14.4% |
| 3628 | Bernard Wealth Management#3628 · 6,035 sh | 6,035 | $580.5K | 0.21% | -0.6% |
| 3629 | Occidental Asset Management#3629 · 2,401 sh | 2,401 | $577.2K | 0.06% | -72.0% |
| 3630 | 1ST SOURCE BANK#3630 · 2,713 sh | 2,713 | $577.2K | 0.03% | -10.7% |
| 3631 | Clarity Financial#3631 · 5,291 sh | 5,291 | $577.2K | 0.05% | +355.7% |
| 3632 | MCDONALD PARTNERS#3632 · 21,618 sh | 21,618 | $576.9K | 0.14% | +75.2% |
| 3633 | WOLFF WIESE MAGANA#3633 · 23,236 sh | 23,236 | $575.8K | — | -8.1% |
| 3634 | Christensen, King & Associates Investment Services#3634 · 53,075 sh | 53,075 | $575.3K | — | -2.0% |
| 3635 | ALERUS FINANCIAL NA#3635 · 29,299 sh | 29,299 | $575.0K | 0.03% | -58.1% |
| 3636 | Dynamic Technology Lab Private Ltd#3636 · 21,656 sh | 21,656 | $572.0K | 0.13% | +1905.2% |
| 3637 | Hughes Financial Services#3637 · 7,094 sh | 7,094 | $570.3K | 0.08% | -0.8% |
| 3638 | Frec Markets#3638 · 21,567 sh | 21,567 | $569.2K | 0.05% | +72.4% |
| 3639 | VIRGINIA WEALTH MANAGEMENT GROUP#3639 · 2,671 sh | 2,671 | $568.2K | — | +13.8% |
| 3640 | NOMURA#3640 · 21,513 sh | 21,513 | $567.7K | <0.01% | +14.7% |
| 3641 | DURANTE & WATERS#3641 · 1,873 sh | 1,873 | $567.4K | — | +0.1% |
| 3642 | Silverleafe Capital Partners#3642 · 1,870 sh | 1,870 | $566.6K | — | -97.5% |
| 3643 | Purewater Capital#3643 · 3,153 sh | 3,153 | $564.7K | — | +1.3% |
| 3644 | Goldenstone Wealth Management#3644 · 2,287 sh | 2,287 | $564.0K | 0.37% | -25.0% |
| 3645 | Adirondack Capital Advisors#3645 · 3,000 sh | 3,000 | $563.5K | — | 0.0% |
| 3646 | New England Professional Planning Group#3646 · 3,615 sh | 3,615 | $562.5K | 0.21% | +0.1% |
| 3647 | ROSENBLUM SILVERMAN SUTTON S F#3647 · 40,845 sh | 40,845 | $560.0K | 0.13% | -74.7% |
| 3648 | Birchwood Financial Partners#3648 · 7,346 sh | 7,346 | $556.9K | 0.46% | +1.0% |
| 3649 | MBE Wealth Management#3649 · 3,531 sh | 3,531 | $556.9K | — | +247.2% |
| 3650 | Thayer Partners, / MA#3650 · 1,837 sh | 1,837 | $556.6K | 0.23% | +47.4% |
| 3651 | Osbon Capital Management#3651 · 4,826 sh | 4,826 | $556.2K | 0.44% | -7.6% |
| 3652 | Fogel Capital Management#3652 · 4,969 sh | 4,969 | $554.0K | 0.22% | 0.0% |
| 3653 | MIDDLETON#3653 · 8,418 sh | 8,418 | $553.3K | — | 0.0% |
| 3654 | Heritage Family Offices, LLP#3654 · 4,699 sh | 4,699 | $551.9K | 0.21% | -33.5% |
| 3655 | Pacific Excel Wealth Advisors#3655 · 4,699 sh | 4,699 | $551.9K | — | -90.9% |
| 3656 | Aaron Wealth Advisors#3656 · 11,453 sh | 11,453 | $548.9K | — | -21.6% |
| 3657 | Providence Capital Advisors#3657 · 6,427 sh | 6,427 | $548.1K | 0.08% | 0.0% |
| 3658 | Legacy Edge Advisors#3658 · 7,922 sh | 7,922 | $547.3K | 0.05% | +10.8% |
| 3659 | CLUNE & ASSOCIATES, LTD.#3659 · 15,874 sh | 15,874 | $546.5K | — | +26.6% |
| 3660 | Echo Wealth Management#3660 · 10,087 sh | 10,087 | $545.0K | — | -3.4% |
| 3661 | TRAN CAPITAL MANAGEMENT, L.P.#3661 · 2,560 sh | 2,560 | $544.7K | — | 0.0% |
| 3662 | Quotient Wealth Partners#3662 · 5,530 sh | 5,530 | $544.0K | 0.01% | +257.9% |
| 3663 | Aspirean Wealth#3663 · 1,794 sh | 1,794 | $543.5K | 0.51% | New |
| 3664 | Orin Green Financial#3664 · 5,141 sh | 5,141 | $542.7K | — | -32.2% |
| 3665 | Granite Group Advisors#3665 · 2,548 sh | 2,548 | $542.2K | — | -20.4% |
| 3666 | FINANCIAL CONSULATE#3666 · 7,963 sh | 7,963 | $541.8K | — | +2.5% |
| 3667 | Capital Investment Counsel#3667 · 2,674 sh | 2,674 | $541.4K | — | -20.7% |
| 3668 | Upper Left Wealth Management#3668 · 33,805 sh | 33,805 | $536.8K | — | -12.9% |
| 3669 | SEARLE#3669 · 2,509 sh | 2,509 | $533.8K | 0.12% | 0.0% |
| 3670 | COLTON GROOME FINANCIAL ADVISORS#3670 · 2,499 sh | 2,499 | $531.7K | — | +38.2% |
| 3671 | MOLLER WEALTH PARTNERS#3671 · 8,641 sh | 8,641 | $529.1K | — | -86.2% |
| 3672 | Peterson Wealth Advisors#3672 · 2,486 sh | 2,486 | $528.9K | — | +0.3% |
| 3673 | Meramec Financial Planners#3673 · 10,281 sh | 10,281 | $528.3K | 0.19% | +1.3% |
| 3674 | Aventura Private Wealth#3674 · 5,788 sh | 5,788 | $527.8K | 0.16% | +28.3% |
| 3675 | Pavaki Capital Management#3675 · 20,000 sh | 20,000 | $527.8K | — | 0.0% |
| 3676 | Sargent Investment Group#3676 · 5,509 sh | 5,509 | $526.9K | 0.06% | +4.5% |
| 3677 | Post Resch Tallon Group#3677 · 12,073 sh | 12,073 | $526.7K | — | -4.0% |
| 3678 | Machina Capital S.A.S.#3678 · 19,905 sh | 19,905 | $525.3K | 0.08% | New |
| 3679 | Wise Wealth Partners#3679 · 2,467 sh | 2,467 | $524.9K | — | -95.8% |
| 3680 | Key Capital Management#3680 · 17,044 sh | 17,044 | $524.8K | 0.27% | +67.4% |
| 3681 | Bayesian Capital Management#3681 · 12,801 sh | 12,801 | $524.4K | 0.34% | New |
| 3682 | Bellwether Advisors#3682 · 2,464 sh | 2,464 | $524.3K | 0.08% | 0.0% |
| 3683 | CITY OF LONDON INVESTMENT MANAGEMENT LTD#3683 · 9,704 sh | 9,704 | $524.2K | 0.03% | -27.6% |
| 3684 | Asset Advisory Group#3684 · 2,462 sh | 2,462 | $523.7K | — | -13.9% |
| 3685 | Beech Hill Advisors#3685 · 48,122 sh | 48,122 | $521.6K | 0.23% | -2.3% |
| 3686 | Fieldview Capital Management#3686 · 19,657 sh | 19,657 | $518.7K | 0.15% | -6.5% |
| 3687 | West Branch Capital#3687 · 8,151 sh | 8,151 | $518.5K | — | +13.8% |
| 3688 | Maryland State Retirement & Pension System#3688 · 19,628 sh | 19,628 | $518.0K | <0.01% | 0.0% |
| 3689 | Missouri & Investment#3689 · 6,027 sh | 6,027 | $517.0K | 0.14% | -18.1% |
| 3690 | NWK Group#3690 · 9,400 sh | 9,400 | $516.7K | 0.16% | 0.0% |
| 3691 | East Coast Asset Management#3691 · 6,887 sh | 6,887 | $515.9K | 0.08% | -4.2% |
| 3692 | Wall Capital Group#3692 · 8,547 sh | 8,547 | $515.0K | — | New |
| 3693 | America First Investment Advisors#3693 · 2,415 sh | 2,415 | $513.8K | 0.10% | +4.4% |
| 3694 | FSC Wealth Advisors#3694 · 32,326 sh | 32,326 | $513.3K | — | -25.0% |
| 3695 | MINDSET WEALTH MANAGEMENT#3695 · 25,413 sh | 25,413 | $511.8K | — | -1.9% |
| 3696 | XXI WEALTH#3696 · 2,403 sh | 2,403 | $511.3K | — | +4.0% |
| 3697 | Stenham Asset Management Ltd#3697 · 7,400 sh | 7,400 | $511.2K | 0.37% | 0.0% |
| 3698 | First Growth Capital#3698 · 2,400 sh | 2,400 | $510.6K | — | +7.0% |
| 3699 | LPWM#3699 · 7,387 sh | 7,387 | $510.3K | — | 0.0% |
| 3700 | Towerpoint Wealth#3700 · 7,965 sh | 7,965 | $508.6K | — | 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.