Invesco Ltd. (IVZ) — Institutional Holders, Q2 2026 (page 38)
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 3,701 to 3,800. 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 3,701–3,800 of 4,375
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3701 | STONEHAVEN WEALTH & TAX SOLUTIONS#3701 · 31,930 sh | 31,930 | $507.0K | — | -9.5% |
| 3702 | Mustard Seed Financial#3702 · 2,380 sh | 2,380 | $506.4K | 0.26% | +1.4% |
| 3703 | abrdn plc#3703 · 19,145 sh | 19,145 | $505.2K | <0.01% | -15.2% |
| 3704 | Wealth Alliance Advisory Group#3704 · 2,374 sh | 2,374 | $505.2K | — | -2.9% |
| 3705 | Integrity Wealth Solutions#3705 · 2,496 sh | 2,496 | $502.4K | 0.19% | -93.7% |
| 3706 | Welch Group#3706 · 9,285 sh | 9,285 | $501.7K | 0.02% | -0.8% |
| 3707 | Cypress Capital#3707 · 2,356 sh | 2,356 | $501.3K | — | +4.2% |
| 3708 | Hubbell Strickland Wealth Management#3708 · 2,848 sh | 2,848 | $500.9K | 0.18% | +112.2% |
| 3709 | UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT#3709 · 9,858 sh | 9,858 | $499.3K | 0.06% | +14.0% |
| 3710 | Layline Advisors#3710 · 21,941 sh | 21,941 | $498.8K | 0.45% | +0.8% |
| 3711 | Asio Capital#3711 · 2,336 sh | 2,336 | $497.0K | — | 0.0% |
| 3712 | SS&H Financial Advisors#3712 · 7,200 sh | 7,200 | $497.0K | — | — |
| 3713 | USA FINANCIAL FORMULAS#3713 · 18,808 sh | 18,808 | $496.3K | 0.09% | — |
| 3714 | Utah Retirement Systems#3714 · 18,775 sh | 18,775 | $495.5K | <0.01% | -2.4% |
| 3715 | Chokshi & Queen Wealth Advisors#3715 · 4,152 sh | 4,152 | $495.3K | 0.23% | -4.9% |
| 3716 | Hobart Private Capital#3716 · 19,294 sh | 19,294 | $495.0K | — | New |
| 3717 | CURA WEALTH ADVISORS#3717 · 2,321 sh | 2,321 | $493.7K | 0.21% | -35.3% |
| 3718 | DnB Asset Management AS#3718 · 18,645 sh | 18,645 | $492.0K | <0.01% | 0.0% |
| 3719 | Peirce Capital Management#3719 · 2,310 sh | 2,310 | $491.4K | — | 0.0% |
| 3720 | Trailhead Planners#3720 · 9,086 sh | 9,086 | $490.9K | 0.47% | -51.6% |
| 3721 | Eagle Wealth Advisors#3721 · 3,038 sh | 3,038 | $490.8K | — | -14.2% |
| 3722 | REIK#3722 · 3,600 sh | 3,600 | $490.7K | — | 0.0% |
| 3723 | STG SECURITIES#3723 · 2,302 sh | 2,302 | $489.8K | 0.03% | — |
| 3724 | LGT Financial Advisors#3724 · 10,127 sh | 10,127 | $489.5K | 2.59% | +3.4% |
| 3725 | Hurley Capital#3725 · 6,055 sh | 6,055 | $487.9K | 0.25% | +2.0% |
| 3726 | 55 North Private Wealth#3726 · 5,394 sh | 5,394 | $486.0K | — | -50.6% |
| 3727 | WEALTH EFFECTS#3727 · 3,225 sh | 3,225 | $484.1K | — | +59.3% |
| 3728 | Oak Harvest Investment Services#3728 · 7,500 sh | 7,500 | $483.7K | — | 0.0% |
| 3729 | MRWM Advisors#3729 · 2,272 sh | 2,272 | $483.4K | 0.20% | +3.5% |
| 3730 | SWEENEY & MICHEL#3730 · 20,000 sh | 20,000 | $483.4K | — | 0.0% |
| 3731 | FLOYD FINANCIAL GROUP#3731 · 1,908 sh | 1,908 | $481.8K | 0.31% | -52.1% |
| 3732 | GOLDEN ROAD ADVISORS#3732 · 3,175 sh | 3,175 | $481.7K | 0.23% | 0.0% |
| 3733 | Greenfield Savings Bank#3733 · 2,260 sh | 2,260 | $480.9K | — | 0.0% |
| 3734 | Sonoma Private Wealth#3734 · 2,716 sh | 2,716 | $479.8K | 0.52% | -9.1% |
| 3735 | Summit Financial Strategies#3735 · 8,861 sh | 8,861 | $478.8K | — | -31.3% |
| 3736 | Integrated Wealth Management#3736 · 20,320 sh | 20,320 | $477.9K | — | New |
| 3737 | Point#3737 · 6,373 sh | 6,373 | $477.3K | — | -46.8% |
| 3738 | International Private Wealth Advisors#3738 · 8,489 sh | 8,489 | $477.2K | 0.25% | -4.8% |
| 3739 | MATRIX ASSET ADVISORS#3739 · 1,913 sh | 1,913 | $475.9K | — | +81.5% |
| 3740 | Progressive Investment Management#3740 · 17,707 sh | 17,707 | $475.3K | — | +8.9% |
| 3741 | ACR Alpine Capital Research#3741 · 4,173 sh | 4,173 | $475.0K | <0.01% | New |
| 3742 | Yukon Wealth Management#3742 · 2,933 sh | 2,933 | $473.8K | 0.14% | 0.0% |
| 3743 | Traub Capital Management#3743 · 17,645 sh | 17,645 | $473.6K | 0.42% | +0.7% |
| 3744 | BAR HARBOR WEALTH MANAGEMENT#3744 · 2,225 sh | 2,225 | $473.4K | — | +6.8% |
| 3745 | MAYPORT#3745 · 2,217 sh | 2,217 | $471.7K | 0.07% | 0.0% |
| 3746 | Bravera Wealth#3746 · 16,335 sh | 16,335 | $471.5K | 0.18% | 0.0% |
| 3747 | Alaethes Wealth#3747 · 13,411 sh | 13,411 | $470.9K | 0.14% | -7.1% |
| 3748 | tru Independence#3748 · 2,206 sh | 2,206 | $469.3K | — | +0.1% |
| 3749 | Gibbs Wealth Management#3749 · 2,203 sh | 2,203 | $468.7K | — | +21.8% |
| 3750 | Vermillion Wealth Management#3750 · 4,940 sh | 4,940 | $468.5K | — | +13.2% |
| 3751 | Reflection Asset Management#3751 · 1,539 sh | 1,539 | $466.3K | — | 0.0% |
| 3752 | MARATHON CAPITAL MANAGEMENT#3752 · 3,187 sh | 3,187 | $465.2K | — | New |
| 3753 | John W. Brooker & , CPAs#3753 · 15,397 sh | 15,397 | $464.2K | — | -18.2% |
| 3754 | Columbus Macro#3754 · 6,719 sh | 6,719 | $464.1K | — | +0.2% |
| 3755 | Ellenbecker Investment Group#3755 · 2,872 sh | 2,872 | $464.1K | 0.05% | -9.7% |
| 3756 | Merrion Investment Management#3756 · 2,175 sh | 2,175 | $462.8K | — | -10.3% |
| 3757 | TIAA Wealth Investment Management#3757 · 4,705 sh | 4,705 | $462.5K | <0.01% | +605.4% |
| 3758 | Capitol Family Office#3758 · 2,169 sh | 2,169 | $461.5K | — | -43.9% |
| 3759 | Eaton Financial Company#3759 · 7,035 sh | 7,035 | $461.4K | 0.13% | 0.0% |
| 3760 | PFW Advisors#3760 · 19,548 sh | 19,548 | $459.8K | — | 0.0% |
| 3761 | MUFG Securities EMEA plc#3761 · 17,386 sh | 17,386 | $458.8K | <0.01% | -5.0% |
| 3762 | South Shore Capital Advisors#3762 · 4,249 sh | 4,249 | $458.1K | — | New |
| 3763 | FIDUCIARY ADVISORS#3763 · 42,245 sh | 42,245 | $457.9K | — | -50.2% |
| 3764 | White Lighthouse Investment Management#3764 · 16,106 sh | 16,106 | $457.8K | — | 0.0% |
| 3765 | Schulz Wealth, LTD.#3765 · 2,140 sh | 2,140 | $455.3K | 0.24% | — |
| 3766 | Beckerman Institutional#3766 · 8,425 sh | 8,425 | $455.2K | 0.22% | -16.1% |
| 3767 | CRUX WEALTH ADVISORS#3767 · 5,661 sh | 5,661 | $455.0K | 0.16% | New |
| 3768 | Valor Advisors#3768 · 2,136 sh | 2,136 | $454.5K | 0.34% | -41.0% |
| 3769 | Chancellor Financial Group WB#3769 · 2,363 sh | 2,363 | $453.4K | 0.28% | +36.0% |
| 3770 | Guardian Financial Partners#3770 · 2,127 sh | 2,127 | $452.6K | 0.18% | 0.0% |
| 3771 | DecisionPoint Financial#3771 · 2,460 sh | 2,460 | $452.3K | — | +90.0% |
| 3772 | BITTERROOT CAPITAL ADVISORS#3772 · 25,824 sh | 25,824 | $450.4K | 0.27% | -29.5% |
| 3773 | Broadleaf Partners#3773 · 4,841 sh | 4,841 | $450.1K | 0.09% | New |
| 3774 | Strong Retirement Solutions#3774 · 2,115 sh | 2,115 | $450.0K | — | +12.3% |
| 3775 | Granite Harbor Advisors#3775 · 5,117 sh | 5,117 | $449.1K | 0.18% | +32.5% |
| 3776 | Edgemoor Investment Advisors#3776 · 2,993 sh | 2,993 | $448.5K | 0.03% | +170.4% |
| 3777 | Meadowbrook Wealth Management#3777 · 2,887 sh | 2,887 | $448.4K | — | -1.8% |
| 3778 | Parker Financial#3778 · 5,917 sh | 5,917 | $448.3K | 0.16% | 0.0% |
| 3779 | Alan B. Lancz & Associates#3779 · 2,107 sh | 2,107 | $448.3K | 0.39% | 0.0% |
| 3780 | SYCOMORE ASSET MANAGEMENT#3780 · 6,500 sh | 6,500 | $448.0K | — | 0.0% |
| 3781 | Palouse Capital Management#3781 · 18,738 sh | 18,738 | $446.9K | 0.28% | -22.5% |
| 3782 | Ameliora Wealth Management Ltd.#3782 · 4,372 sh | 4,372 | $446.7K | — | +4.1% |
| 3783 | Souders Financial Advisors#3783 · 22,766 sh | 22,766 | $445.5K | 0.04% | -98.3% |
| 3784 | SILVER OAK WEALTH ADVISORS SERVICES#3784 · 2,094 sh | 2,094 | $445.5K | 0.27% | 0.0% |
| 3785 | Elite Life Management#3785 · 6,267 sh | 6,267 | $443.9K | 0.52% | -3.8% |
| 3786 | Ackerman Capital Advisors#3786 · 18,860 sh | 18,860 | $443.6K | 0.09% | -2.0% |
| 3787 | Generali Asset Management SPA SGR#3787 · 16,801 sh | 16,801 | $443.4K | — | -1.6% |
| 3788 | Blue Sky Capital Consultants Group#3788 · 13,354 sh | 13,354 | $443.2K | — | -12.3% |
| 3789 | STABLEFORD CAPITAL II#3789 · 2,074 sh | 2,074 | $441.3K | — | +22.2% |
| 3790 | Mills Wealth Advisors#3790 · 1,456 sh | 1,456 | $441.0K | — | -90.6% |
| 3791 | James J. Burns & Company#3791 · 11,751 sh | 11,751 | $439.2K | — | -5.2% |
| 3792 | LIBERTY WEALTH MANAGEMENT#3792 · 4,078 sh | 4,078 | $437.9K | 0.05% | 0.0% |
| 3793 | Stokes Capital Advisors#3793 · 2,056 sh | 2,056 | $437.4K | — | New |
| 3794 | Downshift Financial#3794 · 18,437 sh | 18,437 | $436.5K | — | +17.5% |
| 3795 | CLEAR INVESTMENT RESEARCH#3795 · 4,822 sh | 4,822 | $434.5K | 0.68% | -25.0% |
| 3796 | RIDGECREST WEALTH PARTNERS#3796 · 1,434 sh | 1,434 | $434.5K | — | 0.0% |
| 3797 | Gilliland Jeter Wealth Management#3797 · 12,863 sh | 12,863 | $434.0K | 0.11% | +52.5% |
| 3798 | Manchester Capital Management#3798 · 8,183 sh | 8,183 | $433.6K | — | -3.9% |
| 3799 | GGM Financials#3799 · 4,766 sh | 4,766 | $433.4K | 0.16% | +23.6% |
| 3800 | Interchange Capital Partners#3800 · 6,768 sh | 6,768 | $433.1K | — | -47.5% |
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.