Invesco Ltd. (IVZ) — Institutional Holders, Q2 2026 (page 40)
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 3,901 to 4,000. 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 3,901–4,000 of 4,375
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3901 | Juno Financial Group#3901 · 1,672 sh | 1,672 | $355.8K | — | -5.0% |
| 3902 | WAYSTONE ADVISORS#3902 · 14,187 sh | 14,187 | $355.7K | — | +324.3% |
| 3903 | Penbrook Management#3903 · 1,670 sh | 1,670 | $355.3K | — | 0.0% |
| 3904 | Sava Infond d.o.o.#3904 · 6,000 sh | 6,000 | $354.9K | — | 0.0% |
| 3905 | Burk#3905 · 2,157 sh | 2,157 | $354.4K | 0.13% | -69.1% |
| 3906 | Legacy Bridge#3906 · 8,434 sh | 8,434 | $353.6K | — | 0.0% |
| 3907 | Buck Wealth Strategies#3907 · 16,548 sh | 16,548 | $353.2K | 0.04% | +64.4% |
| 3908 | MUFG SECURITIES AMERICAS#3908 · 13,352 sh | 13,352 | $352.4K | 0.02% | +8.7% |
| 3909 | LAZARI CAPITAL MANAGEMENT#3909 · 5,460 sh | 5,460 | $352.2K | — | 0.0% |
| 3910 | Old Peak Finance#3910 · 1,653 sh | 1,653 | $351.7K | 0.17% | 0.0% |
| 3911 | Arta Finance Wealth Management#3911 · 6,916 sh | 6,916 | $351.6K | 0.15% | 0.0% |
| 3912 | Commonwealth Retirement Investments#3912 · 1,662 sh | 1,662 | $351.4K | — | +0.8% |
| 3913 | Ariadne Wealth Management#3913 · 32,271 sh | 32,271 | $349.8K | 0.15% | 0.0% |
| 3914 | Cross Staff Investments#3914 · 4,670 sh | 4,670 | $349.8K | — | +6.2% |
| 3915 | Alamar Capital Management#3915 · 1,637 sh | 1,637 | $348.2K | 0.18% | +39.3% |
| 3916 | FIRST COMMONWEALTH FINANCIAL#3916 · 6,400 sh | 6,400 | $345.8K | 0.05% | -26.6% |
| 3917 | WALTER & KEENAN WEALTH MANAGEMENT /IN#3917 · 14,195 sh | 14,195 | $345.1K | 0.09% | -18.3% |
| 3918 | MBA Advisors#3918 · 6,340 sh | 6,340 | $342.6K | 0.12% | 0.0% |
| 3919 | Kidder Stephen W#3919 · 1,600 sh | 1,600 | $340.4K | 0.09% | -33.7% |
| 3920 | CROBAN#3920 · 16,704 sh | 16,704 | $340.1K | 0.15% | -5.5% |
| 3921 | CONSOLIDATED CAPITAL MANAGEMENT#3921 · 1,596 sh | 1,596 | $339.6K | — | -13.3% |
| 3922 | STEPHENSON NATIONAL BANK#3922 · 6,273 sh | 6,273 | $338.9K | — | 0.0% |
| 3923 | PRUDENT INVESTORS NETWORK#3923 · 18,523 sh | 18,523 | $338.8K | 0.07% | 0.0% |
| 3924 | Rakuten Securities#3924 · 1,126 sh | 1,126 | $338.7K | 0.08% | +81.9% |
| 3925 | 111 Capital#3925 · 12,832 sh | 12,832 | $338.6K | 0.06% | New |
| 3926 | OAK FAMILY ADVISORS#3926 · 14,338 sh | 14,338 | $337.6K | — | -6.5% |
| 3927 | Frederick Financial Consultants#3927 · 1,585 sh | 1,585 | $337.3K | 0.14% | +0.6% |
| 3928 | Broyhill Asset Management#3928 · 4,500 sh | 4,500 | $337.1K | 0.30% | 0.0% |
| 3929 | Veracity Capital#3929 · 1,894 sh | 1,894 | $334.6K | — | +4.0% |
| 3930 | Axos Invest#3930 · 2,065 sh | 2,065 | $333.6K | — | +1.9% |
| 3931 | Winning Points Advisors#3931 · 1,567 sh | 1,567 | $333.5K | 0.44% | -2.4% |
| 3932 | BOOTHBAY FUND MANAGEMENT#3932 · 1,100 sh | 1,100 | $333.3K | <0.01% | +10.0% |
| 3933 | London & Capital Asset Management Ltd#3933 · 1,565 sh | 1,565 | $332.9K | <0.01% | -91.5% |
| 3934 | Cornerstone Capital#3934 · 1,550 sh | 1,550 | $329.8K | 0.03% | 0.0% |
| 3935 | JACKSON THORNTON WEALTH MANAGEMENT#3935 · 12,465 sh | 12,465 | $329.0K | 0.03% | -1.5% |
| 3936 | Mallini Complete Financial Planning#3936 · 6,069 sh | 6,069 | $327.9K | — | -9.4% |
| 3937 | Waterway Wealth Management#3937 · 1,541 sh | 1,541 | $327.9K | 0.07% | -28.3% |
| 3938 | Pflug Koory#3938 · 4,526 sh | 4,526 | $327.5K | — | +0.6% |
| 3939 | Strategic Equity Management#3939 · 4,934 sh | 4,934 | $327.3K | 0.11% | -14.8% |
| 3940 | Summa#3940 · 1,536 sh | 1,536 | $326.8K | 0.10% | +23.4% |
| 3941 | GAMCO INVESTORS, ET AL#3941 · 1,535 sh | 1,535 | $326.6K | <0.01% | 0.0% |
| 3942 | SIH Partners, LLLP#3942 · 2,907 sh | 2,907 | $325.9K | <0.01% | New |
| 3943 | Nelson Capital Management#3943 · 1,074 sh | 1,074 | $325.4K | 0.04% | New |
| 3944 | Single Point Partners#3944 · 3,599 sh | 3,599 | $324.3K | — | +0.2% |
| 3945 | Burton Enright Welch#3945 · 12,265 sh | 12,265 | $323.7K | 0.04% | New |
| 3946 | Miller Capital Partners#3946 · 1,517 sh | 1,517 | $322.8K | 0.13% | 0.0% |
| 3947 | Clayton Financial Group#3947 · 5,000 sh | 5,000 | $322.5K | — | -35.1% |
| 3948 | DROMS STRAUSS ADVISORS /MO#3948 · 1,062 sh | 1,062 | $321.7K | 0.07% | -3.5% |
| 3949 | First National Advisers#3949 · 4,970 sh | 4,970 | $320.6K | 0.04% | 0.0% |
| 3950 | ANB BANK#3950 · 12,101 sh | 12,101 | $319.3K | — | -1.8% |
| 3951 | Hedges Asset Management#3951 · 1,500 sh | 1,500 | $319.2K | 0.21% | — |
| 3952 | AVISO WEALTH MANAGEMENT#3952 · 5,205 sh | 5,205 | $318.7K | 0.11% | +4.3% |
| 3953 | Caerus Investment Advisors#3953 · 12,068 sh | 12,068 | $318.5K | 0.11% | +0.2% |
| 3954 | OLIO Financial Planning#3954 · 4,937 sh | 4,937 | $318.4K | — | 0.0% |
| 3955 | Integrated Investment Consultants#3955 · 1,489 sh | 1,489 | $316.8K | 0.06% | 0.0% |
| 3956 | BRAUN STACEY ASSOCIATES#3956 · 1,485 sh | 1,485 | $316.0K | — | -55.1% |
| 3957 | Fi3 FINANCIAL ADVISORS#3957 · 428 sh | 428 | $315.5K | 0.08% | New |
| 3958 | ZENITH SOLUTIONS#3958 · 1,040 sh | 1,040 | $315.0K | — | — |
| 3959 | KANAWHA CAPITAL MANAGEMENT#3959 · 1,474 sh | 1,474 | $313.6K | — | 0.0% |
| 3960 | Finley Financial#3960 · 3,850 sh | 3,850 | $312.4K | 0.13% | +71.1% |
| 3961 | North Forty Two#3961 · 19,625 sh | 19,625 | $311.6K | — | 0.0% |
| 3962 | Arista Wealth Management#3962 · 1,026 sh | 1,026 | $310.7K | 0.03% | New |
| 3963 | BEACON INVESTMENT ADVISORS#3963 · 4,095 sh | 4,095 | $310.3K | 0.10% | 0.0% |
| 3964 | Somerset Group#3964 · 5,000 sh | 5,000 | $309.9K | 0.22% | 0.0% |
| 3965 | V-Square Quantitative Management#3965 · 11,726 sh | 11,726 | $309.4K | — | +10.0% |
| 3966 | GDS Wealth Management#3966 · 1,452 sh | 1,452 | $308.9K | 0.01% | 0.0% |
| 3967 | LaFleur & Godfrey#3967 · 1,449 sh | 1,449 | $308.3K | — | New |
| 3968 | Citrine Capital#3968 · 5,026 sh | 5,026 | $307.7K | — | +0.5% |
| 3969 | SHAKER INVESTMENTS#3969 · 1,446 sh | 1,446 | $307.6K | 0.11% | +35.1% |
| 3970 | CONSULTIVA WEALTH MANAGEMENT#3970 · 13,396 sh | 13,396 | $307.1K | 0.69% | 0.0% |
| 3971 | MCGUIRE CAPITAL ADVISORS#3971 · 1,883 sh | 1,883 | $307.0K | 0.17% | -82.7% |
| 3972 | LANGLEY WEALTH MANAGEMENT#3972 · 1,012 sh | 1,012 | $306.6K | 0.30% | — |
| 3973 | Econ Financial Services#3973 · 11,274 sh | 11,274 | $306.1K | — | -95.0% |
| 3974 | Adelphi#3974 · 1,434 sh | 1,434 | $305.1K | — | +12.4% |
| 3975 | IFC Advisors#3975 · 1,724 sh | 1,724 | $304.5K | 0.04% | 0.0% |
| 3976 | Clarity Retirement & Wealth#3976 · 1,428 sh | 1,428 | $303.8K | 0.21% | New |
| 3977 | Compass Financial Group#3977 · 4,054 sh | 4,054 | $303.6K | — | -7.1% |
| 3978 | VISTA CAPITAL PARTNERS#3978 · 2,000 sh | 2,000 | $303.5K | 0.03% | 0.0% |
| 3979 | PPS&V ASSET MANAGEMENT CONSULTANTS#3979 · 1,425 sh | 1,425 | $303.2K | — | 0.0% |
| 3980 | BARON SILVER STEVENS FINANCIAL ADVISORS#3980 · 15,408 sh | 15,408 | $302.2K | 0.04% | New |
| 3981 | Hilton Head Capital Partners#3981 · 2,762 sh | 2,762 | $301.4K | — | -0.9% |
| 3982 | Tilson Financial Group#3982 · 5,535 sh | 5,535 | $299.0K | 0.08% | 0.0% |
| 3983 | RHL GROUP#3983 · 3,298 sh | 3,298 | $297.7K | 0.25% | +14.9% |
| 3984 | First Long Island Investors#3984 · 5,500 sh | 5,500 | $297.2K | 0.02% | 0.0% |
| 3985 | FLYWHEEL PRIVATE WEALTH#3985 · 13,722 sh | 13,722 | $297.1K | 0.15% | -1.2% |
| 3986 | Reynders McVeigh Capital Management#3986 · 1,395 sh | 1,395 | $297.0K | 0.01% | New |
| 3987 | KEYNOTE FINANCIAL SERVICES#3987 · 11,244 sh | 11,244 | $296.7K | 0.14% | 0.0% |
| 3988 | Polaris Investment Advisors#3988 · 4,600 sh | 4,600 | $296.7K | — | 0.0% |
| 3989 | Stronghold Wealth Management L.L.C.#3989 · 4,916 sh | 4,916 | $296.4K | — | +1.4% |
| 3990 | ZEVIN ASSET MANAGEMENT#3990 · 5,900 sh | 5,900 | $295.9K | 0.04% | 0.0% |
| 3991 | Leonard Rickey Investment Advisors P.L.L.C.#3991 · 5,450 sh | 5,450 | $294.5K | 0.05% | +1.9% |
| 3992 | Prospect Financial Services#3992 · 971 sh | 971 | $294.2K | 0.15% | +1.7% |
| 3993 | LightSquare Wealth Management#3993 · 1,376 sh | 1,376 | $292.9K | 0.20% | +0.2% |
| 3994 | LGT Group Foundation#3994 · 11,065 sh | 11,065 | $292.0K | <0.01% | 0.0% |
| 3995 | Capital Squared Financial#3995 · 1,371 sh | 1,371 | $291.7K | 0.19% | 0.0% |
| 3996 | Hibernia Wealth Partners#3996 · 3,237 sh | 3,237 | $291.7K | 0.16% | -50.0% |
| 3997 | Quarry#3997 · 10,941 sh | 10,941 | $288.7K | 0.02% | +9.2% |
| 3998 | Beacon Wealthcare#3998 · 4,210 sh | 4,210 | $288.6K | — | 0.0% |
| 3999 | EQ WEALTH ADVISORS#3999 · 5,329 sh | 5,329 | $287.9K | 0.16% | 0.0% |
| 4000 | Rock Point Advisors#4000 · 950 sh | 950 | $287.8K | 0.07% | 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.