Invesco Ltd. (IVZ) — Institutional Holders, Q2 2026 (page 39)
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 3,801 to 3,900. 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 3,801–3,900 of 4,375
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3801 | TABLEAUX#3801 · 3,831 sh | 3,831 | $432.4K | — | 0.0% |
| 3802 | TWINBEECH CAPITAL#3802 · 16,378 sh | 16,378 | $432.2K | 0.08% | New |
| 3803 | Boston Standard Wealth Management#3803 · 2,012 sh | 2,012 | $431.1K | — | +2.7% |
| 3804 | Verity & Verity#3804 · 2,020 sh | 2,020 | $429.9K | — | 0.0% |
| 3805 | HTG Investment Advisors#3805 · 5,721 sh | 5,721 | $428.5K | 0.11% | 0.0% |
| 3806 | BENNETT SELBY INVESTMENTS#3806 · 20,979 sh | 20,979 | $427.3K | — | -66.2% |
| 3807 | Pacifica Partners#3807 · 17,950 sh | 17,950 | $427.2K | — | 0.0% |
| 3808 | Pointe Capital Management#3808 · 9,384 sh | 9,384 | $426.4K | 0.19% | -4.9% |
| 3809 | BURNEY#3809 · 2,004 sh | 2,004 | $426.4K | — | -1.3% |
| 3810 | JB Capital#3810 · 2,004 sh | 2,004 | $426.3K | — | +1.4% |
| 3811 | 1834 INVESTMENT ADVISORS#3811 · 17,528 sh | 17,528 | $426.1K | — | +0.1% |
| 3812 | CVS HEALTH#3812 · 2,000 sh | 2,000 | $425.5K | 0.19% | -91.3% |
| 3813 | SmartHarvest Portfolios#3813 · 1,997 sh | 1,997 | $424.9K | — | New |
| 3814 | SeedSafe Financial#3814 · 3,264 sh | 3,264 | $424.9K | 0.31% | -1.4% |
| 3815 | Mascoma Wealth Management#3815 · 13,972 sh | 13,972 | $423.8K | — | +7.5% |
| 3816 | Allen Mooney & Barnes Investment Advisors#3816 · 4,050 sh | 4,050 | $421.6K | — | New |
| 3817 | Breakwater Investment Management#3817 · 9,057 sh | 9,057 | $421.1K | — | 0.0% |
| 3818 | ALLSTATE#3818 · 15,955 sh | 15,955 | $421.1K | <0.01% | -72.1% |
| 3819 | EntryPoint Capital#3819 · 15,923 sh | 15,923 | $420.2K | 0.10% | New |
| 3820 | Level Wealth Management#3820 · 2,593 sh | 2,593 | $418.8K | — | New |
| 3821 | Avantra Family Wealth#3821 · 2,952 sh | 2,952 | $418.2K | — | 0.0% |
| 3822 | Veridan Wealth#3822 · 2,456 sh | 2,456 | $417.9K | 0.14% | -0.8% |
| 3823 | ELEVATUS WELATH MANAGEMENT#3823 · 1,964 sh | 1,964 | $417.8K | — | +18.4% |
| 3824 | Americana Partners#3824 · 6,814 sh | 6,814 | $417.2K | <0.01% | +11.7% |
| 3825 | R. W. Roge & Company#3825 · 1,964 sh | 1,964 | $417.0K | 0.17% | 0.0% |
| 3826 | Clifford Group#3826 · 4,160 sh | 4,160 | $416.4K | 0.29% | New |
| 3827 | FIRST WILSHIRE SECURITIES MANAGEMENT#3827 · 1,370 sh | 1,370 | $415.1K | 0.09% | +22.3% |
| 3828 | Wallace Hart#3828 · 26,090 sh | 26,090 | $414.3K | 0.26% | +2.9% |
| 3829 | Vestcor#3829 · 15,673 sh | 15,673 | $414.0K | 0.01% | 0.0% |
| 3830 | VCI Wealth Management#3830 · 1,364 sh | 1,364 | $413.3K | 0.10% | -4.5% |
| 3831 | ECLECTIC ASSOCIATES#3831 · 20,922 sh | 20,922 | $410.2K | — | +21.1% |
| 3832 | Share Andrew L.#3832 · 1,350 sh | 1,350 | $409.0K | 0.21% | 0.0% |
| 3833 | ROBINSON SMITH WEALTH ADVISORS#3833 · 7,548 sh | 7,548 | $407.8K | — | -3.8% |
| 3834 | Investment Research & Advisory Group#3834 · 6,593 sh | 6,593 | $407.4K | — | +6.3% |
| 3835 | Maxele Advisors#3835 · 1,907 sh | 1,907 | $405.8K | 0.28% | — |
| 3836 | OceanIQ Capital#3836 · 1,370 sh | 1,370 | $405.3K | — | — |
| 3837 | O'Connor Financial Group#3837 · 1,336 sh | 1,336 | $404.8K | — | -2.6% |
| 3838 | Leo H. Evart#3838 · 11,028 sh | 11,028 | $404.7K | 0.32% | +0.2% |
| 3839 | Town Capital#3839 · 17,203 sh | 17,203 | $404.6K | 0.26% | -74.1% |
| 3840 | Conrad Siegel Investment Advisors#3840 · 4,479 sh | 4,479 | $404.2K | — | New |
| 3841 | MB Generational Wealth#3841 · 4,484 sh | 4,484 | $404.0K | 0.20% | 0.0% |
| 3842 | Grantham, Mayo, Van Otterloo#3842 · 15,287 sh | 15,287 | $403.4K | <0.01% | -91.3% |
| 3843 | PEOPLES FINANCIAL SERVICES#3843 · 5,688 sh | 5,688 | $402.5K | — | 0.0% |
| 3844 | Junk Investment Group#3844 · 1,890 sh | 1,890 | $402.1K | — | New |
| 3845 | Capital Advantage#3845 · 1,889 sh | 1,889 | $401.9K | — | -12.7% |
| 3846 | PRAXIS INVESTMENT MANAGEMENT#3846 · 15,213 sh | 15,213 | $401.0K | 0.02% | 0.0% |
| 3847 | Galilei Investment Office LLP#3847 · 19,600 sh | 19,600 | $399.3K | 0.18% | +33.3% |
| 3848 | HALL CAPITAL MANAGEMENT#3848 · 6,700 sh | 6,700 | $398.7K | 0.12% | 0.0% |
| 3849 | Argyle Capital Partners#3849 · 19,549 sh | 19,549 | $398.2K | — | +46.6% |
| 3850 | one8zero8#3850 · 1,858 sh | 1,858 | $395.4K | 0.08% | +1.8% |
| 3851 | Mosaic Advisors#3851 · 1,300 sh | 1,300 | $393.9K | 0.53% | -66.3% |
| 3852 | Fortress Wealth Group#3852 · 1,842 sh | 1,842 | $393.4K | 0.14% | -96.6% |
| 3853 | ALPINE WOODS CAPITAL INVESTORS#3853 · 7,500 sh | 7,500 | $392.8K | 0.09% | 0.0% |
| 3854 | Thomasville National Bank#3854 · 16,600 sh | 16,600 | $390.4K | 0.02% | — |
| 3855 | PRIMORIS WEALTH ADVISORS#3855 · 2,415 sh | 2,415 | $390.1K | — | 0.0% |
| 3856 | OGOREK ANTHONY JOSEPH /NY#3856 · 2,771 sh | 2,771 | $389.0K | 0.10% | -10.3% |
| 3857 | CARY STREET PARTNERS INVESTMENT ADVISORY#3857 · 2,622 sh | 2,622 | $388.9K | 0.08% | -54.0% |
| 3858 | BARNES PETTEY FINANCIAL ADVISORS#3858 · 2,064 sh | 2,064 | $387.7K | 0.12% | New |
| 3859 | Slagle Financial#3859 · 1,276 sh | 1,276 | $386.5K | 0.12% | +6.1% |
| 3860 | Strategic Investment Solutions#3860 · 4,850 sh | 4,850 | $386.2K | 0.09% | +54.1% |
| 3861 | Legend Capital Advisors#3861 · 1,810 sh | 1,810 | $385.1K | 0.21% | 0.0% |
| 3862 | Harbour Capital Advisors#3862 · 1,792 sh | 1,792 | $384.0K | — | -5.3% |
| 3863 | Interactive Financial Advisors#3863 · 7,535 sh | 7,535 | $382.5K | 0.23% | -10.1% |
| 3864 | Lavaca Capital#3864 · 5,498 sh | 5,498 | $382.5K | 0.04% | 0.0% |
| 3865 | Expressive Wealth#3865 · 1,260 sh | 1,260 | $381.8K | 0.36% | +9.9% |
| 3866 | TFO-TDC#3866 · 1,794 sh | 1,794 | $381.7K | 0.04% | 0.0% |
| 3867 | Miller Investment Management#3867 · 2,675 sh | 2,675 | $378.9K | 0.03% | New |
| 3868 | Koesten, Hirschmann & Crabtree#3868 · 2,145 sh | 2,145 | $378.9K | — | 0.0% |
| 3869 | Base Wealth Management#3869 · 1,246 sh | 1,246 | $377.4K | — | +2.2% |
| 3870 | Woodward Financial Advisors#3870 · 1,771 sh | 1,771 | $376.8K | — | +43.3% |
| 3871 | Essential Planning#3871 · 1,765 sh | 1,765 | $375.6K | — | 0.0% |
| 3872 | First Citizens Financial#3872 · 15,934 sh | 15,934 | $374.8K | — | +32.7% |
| 3873 | INGALLS & SNYDER#3873 · 1,756 sh | 1,756 | $374.0K | 0.01% | -2.7% |
| 3874 | Monument Group Wealth Advisors#3874 · 1,867 sh | 1,867 | $373.6K | — | +23.1% |
| 3875 | EJMK Ventures#3875 · 5,386 sh | 5,386 | $372.1K | — | -42.1% |
| 3876 | Two West Capital Advisors#3876 · 4,399 sh | 4,399 | $371.8K | — | +246.1% |
| 3877 | HOWARD BAILEY SECURITIES#3877 · 1,747 sh | 1,747 | $371.7K | — | New |
| 3878 | Holcombe Financial#3878 · 14,080 sh | 14,080 | $371.6K | — | 0.0% |
| 3879 | GHE#3879 · 19,000 sh | 19,000 | $370.9K | 0.14% | +3700.0% |
| 3880 | Caitlin John#3880 · 5,208 sh | 5,208 | $370.6K | 0.20% | +27.5% |
| 3881 | Heron Bay Capital Management#3881 · 18,867 sh | 18,867 | $368.4K | 0.03% | -22.4% |
| 3882 | Busey Wealth Management#3882 · 6,792 sh | 6,792 | $367.0K | — | 0.0% |
| 3883 | Cannon Financial Strategists#3883 · 1,720 sh | 1,720 | $366.1K | — | 0.0% |
| 3884 | Mountain Capital Investment Advisors#3884 · 1,715 sh | 1,715 | $365.0K | 0.05% | -80.7% |
| 3885 | STATE FARM MUTUAL AUTOMOBILE INSURANCE#3885 · 33,559 sh | 33,559 | $363.8K | <0.01% | +1.5% |
| 3886 | FAYEZ SAROFIM#3886 · 1,200 sh | 1,200 | $363.6K | <0.01% | 0.0% |
| 3887 | Avory & Company#3887 · 26,492 sh | 26,492 | $363.2K | — | +11.9% |
| 3888 | SIERRA SUMMIT ADVISORS#3888 · 1,706 sh | 1,706 | $363.0K | — | New |
| 3889 | WILLIAM JOHN SEMPOLINSKI#3889 · 1,704 sh | 1,704 | $362.6K | — | 0.0% |
| 3890 | BCU Wealth Advisors#3890 · 4,020 sh | 4,020 | $362.2K | — | -25.6% |
| 3891 | Kilter Group#3891 · 5,745 sh | 5,745 | $362.0K | 0.13% | -2.7% |
| 3892 | Oxler Private Wealth#3892 · 1,191 sh | 1,191 | $360.8K | — | +1.4% |
| 3893 | Clarity Wealth Advisors#3893 · 6,676 sh | 6,676 | $360.7K | — | -0.9% |
| 3894 | Benchmark Investment Advisors#3894 · 1,693 sh | 1,693 | $360.2K | 0.16% | -16.9% |
| 3895 | CHAPIN DAVIS#3895 · 2,038 sh | 2,038 | $360.1K | — | -44.5% |
| 3896 | SRH ADVISORS#3896 · 8,381 sh | 8,381 | $359.1K | — | 0.0% |
| 3897 | Blackston Financial Advisory Group#3897 · 5,557 sh | 5,557 | $358.4K | 0.20% | -2.6% |
| 3898 | First County Bank#3898 · 1,677 sh | 1,677 | $356.8K | — | -6.9% |
| 3899 | Leading Edge Financial Planning#3899 · 26,014 sh | 26,014 | $356.6K | — | +0.1% |
| 3900 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C.#3900 · 13,508 sh | 13,508 | $356.5K | 0.02% | -92.1% |
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.