Invesco Ltd. (IVZ) — Institutional Holders, Q2 2026 (page 41)
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 4,001 to 4,100. 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 4,001–4,100 of 4,375
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 4001 | ORSER CAPITAL MANAGEMENT#4001 · 1,350 sh | 1,350 | $287.2K | — | New |
| 4002 | Coston, McIsaac & Partners#4002 · 8,727 sh | 8,727 | $287.0K | 0.06% | +0.7% |
| 4003 | North Dakota State Investment Board#4003 · 10,824 sh | 10,824 | $285.6K | — | +1.7% |
| 4004 | Bryant Woods Investment Advisors#4004 · 939 sh | 939 | $284.3K | — | New |
| 4005 | Garde Capital#4005 · 1,335 sh | 1,335 | $284.1K | 0.01% | -0.3% |
| 4006 | STAR Financial Bank#4006 · 10,525 sh | 10,525 | $282.5K | 0.12% | -16.3% |
| 4007 | Summit Wealth Group#4007 · 6,024 sh | 6,024 | $282.3K | 0.06% | 0.0% |
| 4008 | Kesler, Norman & Wride#4008 · 1,323 sh | 1,323 | $281.5K | 0.04% | +0.3% |
| 4009 | Insight Inv#4009 · 5,205 sh | 5,205 | $281.2K | — | 0.0% |
| 4010 | Geometric Wealth Advisors#4010 · 5,180 sh | 5,180 | $279.9K | 0.03% | 0.0% |
| 4011 | Cascade Investment Advisors#4011 · 1,314 sh | 1,314 | $279.7K | 0.15% | 0.0% |
| 4012 | Archvest Wealth Advisors#4012 · 1,312 sh | 1,312 | $279.2K | 0.16% | -0.6% |
| 4013 | Stack Financial Management#4013 · 1,309 sh | 1,309 | $278.5K | 0.02% | New |
| 4014 | Bricktown Capital#4014 · 1,308 sh | 1,308 | $278.3K | — | 0.0% |
| 4015 | NORDEN GROUP#4015 · 10,489 sh | 10,489 | $276.8K | — | -81.7% |
| 4016 | BlueSky Wealth Advisors#4016 · 1,300 sh | 1,300 | $276.6K | 0.03% | 0.0% |
| 4017 | BUCKHEAD CAPITAL MANAGEMENT#4017 · 4,000 sh | 4,000 | $276.3K | 0.09% | 0.0% |
| 4018 | Centerpoint Advisors#4018 · 1,638 sh | 1,638 | $275.0K | 0.08% | +25.8% |
| 4019 | Kastel Capital Advisors#4019 · 1,431 sh | 1,431 | $274.6K | 0.17% | +3.2% |
| 4020 | Borer Denton & Associates#4020 · 1,290 sh | 1,290 | $274.5K | 0.09% | New |
| 4021 | Three Arch Wealth Management#4021 · 1,290 sh | 1,290 | $274.5K | — | 0.0% |
| 4022 | Aristotle Capital Management#4022 · 9,077 sh | 9,077 | $273.4K | <0.01% | New |
| 4023 | J. Goldman#4023 · 3,645 sh | 3,645 | $273.0K | <0.01% | -68.4% |
| 4024 | Williamson Legacy Group#4024 · 4,232 sh | 4,232 | $273.0K | 0.14% | -23.2% |
| 4025 | Private Wealth Partners#4025 · 4,250 sh | 4,250 | $272.0K | — | New |
| 4026 | Stonebridge Capital Advisors#4026 · 10,300 sh | 10,300 | $271.8K | 0.02% | 0.0% |
| 4027 | VVR#4027 · 1,534 sh | 1,534 | $270.9K | — | +0.1% |
| 4028 | Vertrix Wealth Management#4028 · 1,273 sh | 1,273 | $270.9K | — | New |
| 4029 | Financial Gravity Companies, (FGCO)#4029 · 4,103 sh | 4,103 | $270.3K | 0.04% | — |
| 4030 | Hara Capital#4030 · 5,000 sh | 5,000 | $270.1K | 0.14% | -6.5% |
| 4031 | Stanley-Laman Group, Ltd.#4031 · 891 sh | 891 | $269.9K | — | 0.0% |
| 4032 | Blueshift Asset Management#4032 · 10,223 sh | 10,223 | $269.8K | 0.06% | New |
| 4033 | Foundation Wealth Management, \PA#4033 · 5,377 sh | 5,377 | $269.7K | — | 0.0% |
| 4034 | Grey Ledge Advisors#4034 · 1,433 sh | 1,433 | $269.1K | 0.05% | +818.6% |
| 4035 | PANAGORA ASSET MANAGEMENT#4035 · 10,190 sh | 10,190 | $268.9K | <0.01% | +0.2% |
| 4036 | Forefront Wealth Partners#4036 · 2,982 sh | 2,982 | $268.7K | 0.08% | New |
| 4037 | BRAVE ASSET MANAGEMENT#4037 · 1,261 sh | 1,261 | $268.3K | 0.06% | 0.0% |
| 4038 | CALDWELL SUTTER CAPITAL#4038 · 6,456 sh | 6,456 | $267.6K | 0.10% | 0.0% |
| 4039 | Cascades Capital Asset Management#4039 · 881 sh | 881 | $266.9K | 0.10% | +2.3% |
| 4040 | LIBRA WEALTH#4040 · 1,251 sh | 1,251 | $266.2K | 0.07% | 0.0% |
| 4041 | Mattern Wealth Management#4041 · 1,244 sh | 1,244 | $264.7K | 0.04% | +0.6% |
| 4042 | Hayek Kallen Investment Management#4042 · 1,240 sh | 1,240 | $264.0K | 0.08% | +3.3% |
| 4043 | MOGY JOEL R INVESTMENT COUNSEL#4043 · 1,240 sh | 1,240 | $263.8K | — | 0.0% |
| 4044 | Armor Investment Advisors#4044 · 4,780 sh | 4,780 | $263.0K | — | 0.0% |
| 4045 | Lauterbach Financial Advisors#4045 · 2,525 sh | 2,525 | $262.9K | — | New |
| 4046 | Alapocas Investment Partners#4046 · 11,159 sh | 11,159 | $262.5K | 0.26% | New |
| 4047 | Farringdon Capital, Ltd.#4047 · 866 sh | 866 | $262.4K | 0.13% | New |
| 4048 | LFG Wealth Partners#4048 · 10,461 sh | 10,461 | $262.3K | — | -83.4% |
| 4049 | HFG Advisors#4049 · 3,500 sh | 3,500 | $262.1K | 0.16% | 0.0% |
| 4050 | NORTHEAST PLANNING ASSOCIATES, / NH#4050 · 11,077 sh | 11,077 | $260.8K | 0.20% | 0.0% |
| 4051 | Oath Planning#4051 · 4,255 sh | 4,255 | $260.5K | — | +0.2% |
| 4052 | Financial Advisors Network#4052 · 860 sh | 860 | $260.4K | 0.03% | New |
| 4053 | Center For Asset Management#4053 · 4,807 sh | 4,807 | $259.7K | — | +5.9% |
| 4054 | Andrew Hill Investment Advisors#4054 · 11,000 sh | 11,000 | $258.7K | — | New |
| 4055 | Henderson Brothers Financial Partners#4055 · 1,214 sh | 1,214 | $258.3K | 0.12% | -43.8% |
| 4056 | KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT#4056 · 4,215 sh | 4,215 | $258.1K | — | -15.8% |
| 4057 | Clear Trail Advisors#4057 · 4,000 sh | 4,000 | $258.0K | — | New |
| 4058 | Hexagon Capital Partners#4058 · 12,623 sh | 12,623 | $257.1K | 0.04% | 0.0% |
| 4059 | Iowa State Bank#4059 · 4,750 sh | 4,750 | $256.6K | — | 0.0% |
| 4060 | WestHill Financial Advisors#4060 · 1,690 sh | 1,690 | $256.4K | — | 0.0% |
| 4061 | Collar Capital Management#4061 · 2,749 sh | 2,749 | $255.6K | — | 0.0% |
| 4062 | POM Investment Strategies#4062 · 3,960 sh | 3,960 | $255.3K | — | -15.5% |
| 4063 | GREATMARK INVESTMENT PARTNERS#4063 · 15,285 sh | 15,285 | $254.4K | 0.03% | 0.0% |
| 4064 | Mountain Hill Investment Partners#4064 · 22,979 sh | 22,979 | $254.2K | — | 0.0% |
| 4065 | IVC Wealth Advisors#4065 · 3,334 sh | 3,334 | $252.6K | — | -42.5% |
| 4066 | Vann Equity Management#4066 · 1,187 sh | 1,187 | $252.6K | — | New |
| 4067 | BOYD WATTERSON ASSET MANAGEMENT#4067 · 12,317 sh | 12,317 | $252.4K | 0.07% | 0.0% |
| 4068 | Waterfront Wealth#4068 · 840 sh | 840 | $250.9K | 0.04% | New |
| 4069 | Capstone Financial Advisors#4069 · 10,668 sh | 10,668 | $250.9K | 0.01% | +0.9% |
| 4070 | Retirement Solution#4070 · 12,803 sh | 12,803 | $250.0K | — | +12.6% |
| 4071 | Portside Wealth Group#4071 · 1,174 sh | 1,174 | $249.8K | — | -98.5% |
| 4072 | Catalyst Funds Management Pty Ltd#4072 · 9,453 sh | 9,453 | $249.5K | 0.01% | New |
| 4073 | Accent Capital Management#4073 · 1,171 sh | 1,171 | $249.2K | 0.11% | +2.2% |
| 4074 | BLB&B Advisors#4074 · 1,166 sh | 1,166 | $248.1K | — | +5.1% |
| 4075 | Barnett & Company#4075 · 2,751 sh | 2,751 | $247.9K | 0.18% | -2.3% |
| 4076 | Roberts Financial#4076 · 818 sh | 818 | $247.8K | — | New |
| 4077 | HUDSON EDGE INVESTMENT PARTNERS#4077 · 1,153 sh | 1,153 | $245.3K | 0.03% | 0.0% |
| 4078 | AMERICAN NATIONAL BANK#4078 · 2,919 sh | 2,919 | $245.0K | — | +18.8% |
| 4079 | Guidance Point Advisors#4079 · 1,150 sh | 1,150 | $244.7K | — | 0.0% |
| 4080 | NorthLanding Financial Partners#4080 · 5,207 sh | 5,207 | $244.0K | — | +1.1% |
| 4081 | Wilson & Boucher Capital Management#4081 · 22,500 sh | 22,500 | $243.9K | 0.14% | 0.0% |
| 4082 | Schwab Charitable Fund#4082 · 1,146 sh | 1,146 | $243.8K | — | +0.4% |
| 4083 | MCDONALD CAPITAL INVESTORS#4083 · 1,145 sh | 1,145 | $243.6K | — | -4.2% |
| 4084 | Portfolio Resources Advisor Group#4084 · 2,296 sh | 2,296 | $243.2K | — | New |
| 4085 | Stonehage Fleming Financial Services Ltd#4085 · 1,139 sh | 1,139 | $242.3K | <0.01% | 0.0% |
| 4086 | Aureum Wealth Management#4086 · 11,504 sh | 11,504 | $242.2K | — | -0.5% |
| 4087 | Heritage Investment Group#4087 · 4,466 sh | 4,466 | $241.3K | 0.03% | 0.0% |
| 4088 | M.E. ALLISON#4088 · 3,663 sh | 3,663 | $240.2K | — | 0.0% |
| 4089 | Westview Management dba Westview Investment Advisors#4089 · 1,129 sh | 1,129 | $240.2K | 0.12% | -92.3% |
| 4090 | Cedarwood Wealth#4090 · 1,124 sh | 1,124 | $239.2K | 0.18% | 0.0% |
| 4091 | OXFORD ASSET MANAGEMENT LLP#4091 · 9,064 sh | 9,064 | $239.2K | 0.12% | New |
| 4092 | LEDERER & ASSOCIATES INVESTMENT COUNSEL#4092 · 10,330 sh | 10,330 | $239.0K | — | 0.0% |
| 4093 | Trace Wealth Advisors#4093 · 1,120 sh | 1,120 | $238.3K | 0.16% | 0.0% |
| 4094 | Townsend & Associates#4094 · 1,120 sh | 1,120 | $237.9K | — | 0.0% |
| 4095 | Old Mission Investment#4095 · 1,115 sh | 1,115 | $237.2K | — | 0.0% |
| 4096 | Essex#4096 · 2,619 sh | 2,619 | $236.0K | — | -77.8% |
| 4097 | Steffes Financial, Ltd.#4097 · 3,825 sh | 3,825 | $234.2K | 0.10% | 0.0% |
| 4098 | BNC WEALTH MANAGEMENT#4098 · 1,098 sh | 1,098 | $233.6K | — | -71.3% |
| 4099 | TrustBank#4099 · 4,590 sh | 4,590 | $233.4K | — | 0.0% |
| 4100 | Spectrum Financial Alliance Ltd#4100 · 1,094 sh | 1,094 | $232.8K | 0.03% | New |
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.