Invesco Ltd. (IVZ) — Institutional Holders, Q2 2026 (page 42)
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 4,101 to 4,200. 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 4,101–4,200 of 4,375
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 4101 | R Squared Ltd#4101 · 8,811 sh | 8,811 | $232.5K | 0.12% | New |
| 4102 | LOUISBOURG INVESTMENTS#4102 · 7,520 sh | 7,520 | $232.4K | — | -20.4% |
| 4103 | ProCore Advisors#4103 · 6,970 sh | 6,970 | $231.3K | — | 0.0% |
| 4104 | Aster Capital Management (DIFC) Ltd#4104 · 8,724 sh | 8,724 | $230.2K | 0.05% | New |
| 4105 | K.J. Harrison & Partners#4105 · 1,080 sh | 1,080 | $229.8K | 0.03% | 0.0% |
| 4106 | Provident Living Financial Services#4106 · 3,236 sh | 3,236 | $229.5K | 0.23% | New |
| 4107 | Parker Investment Management#4107 · 1,409 sh | 1,409 | $227.7K | 0.02% | New |
| 4108 | Wiser Wealth Management#4108 · 750 sh | 750 | $227.2K | — | New |
| 4109 | CANTOR FITZGERALD INVESTMENT ADVISORS L.P.#4109 · 9,342 sh | 9,342 | $227.1K | — | -2.9% |
| 4110 | Trinity Financial Advisors#4110 · 6,843 sh | 6,843 | $227.1K | — | +0.1% |
| 4111 | William Mack & Associates#4111 · 3,706 sh | 3,706 | $226.9K | — | New |
| 4112 | Lineweaver Wealth Advisors#4112 · 4,524 sh | 4,524 | $226.9K | — | New |
| 4113 | Goelzer Investment Management#4113 · 3,514 sh | 3,514 | $226.8K | — | New |
| 4114 | Aegis Wealth Management#4114 · 2,516 sh | 2,516 | $226.7K | — | New |
| 4115 | Carbahal Olsen Financial Services Group#4115 · 1,774 sh | 1,774 | $226.6K | 0.16% | 0.0% |
| 4116 | Alliance Private Wealth#4116 · 1,064 sh | 1,064 | $226.4K | — | New |
| 4117 | Roberts Wealth Advisors#4117 · 1,059 sh | 1,059 | $225.3K | — | 0.0% |
| 4118 | FSB PREMIER WEALTH MANAGEMENT#4118 · 1,059 sh | 1,059 | $225.3K | 0.06% | +0.1% |
| 4119 | SIMA Wealth Partners#4119 · 2,587 sh | 2,587 | $225.2K | — | 0.0% |
| 4120 | Hilton Capital Management#4120 · 20,700 sh | 20,700 | $224.4K | 0.02% | -55.8% |
| 4121 | FIRST FINANCIAL BANKSHARES#4121 · 2,982 sh | 2,982 | $223.4K | <0.01% | 0.0% |
| 4122 | BAKER BOYER NATIONAL BANK#4122 · 734 sh | 734 | $222.4K | 0.06% | New |
| 4123 | Zullo Investment Group#4123 · 10,225 sh | 10,225 | $221.4K | — | -0.2% |
| 4124 | Brooklyn FI#4124 · 1,218 sh | 1,218 | $221.0K | 0.04% | New |
| 4125 | DekaBank Deutsche Girozentrale#4125 · 9,528 sh | 9,528 | $221.0K | — | 0.0% |
| 4126 | Brendel Financial Advisors#4126 · 1,035 sh | 1,035 | $220.2K | 0.10% | -69.5% |
| 4127 | Oak Asset Management#4127 · 1,450 sh | 1,450 | $220.0K | — | New |
| 4128 | Elevation Wealth Management#4128 · 1,353 sh | 1,353 | $218.6K | 0.16% | New |
| 4129 | MCRAE CAPITAL MANAGEMENT#4129 · 15,936 sh | 15,936 | $218.5K | — | -1.6% |
| 4130 | PENNSYLVANIA CAPITAL MANAGEMENT#4130 · 2,424 sh | 2,424 | $218.4K | 0.06% | -14.4% |
| 4131 | 1776 Wealth#4131 · 1,026 sh | 1,026 | $218.3K | 0.08% | New |
| 4132 | Cove Private Wealth#4132 · 1,025 sh | 1,025 | $218.1K | — | New |
| 4133 | Parkshore Wealth Management#4133 · 8,896 sh | 8,896 | $218.0K | — | +1.0% |
| 4134 | SONATA CAPITAL GROUP#4134 · 1,166 sh | 1,166 | $217.0K | — | New |
| 4135 | Metis Global Partners#4135 · 8,192 sh | 8,192 | $216.2K | <0.01% | -2.2% |
| 4136 | Gallacher Capital Management#4136 · 1,016 sh | 1,016 | $216.1K | 0.12% | +7.7% |
| 4137 | Idaho#4137 · 1,015 sh | 1,015 | $216.0K | 0.06% | -50.0% |
| 4138 | Farrell Financial#4138 · 19,799 sh | 19,799 | $214.6K | — | -28.4% |
| 4139 | Global Wealth Management#4139 · 708 sh | 708 | $214.5K | — | -16.5% |
| 4140 | Empire Financial Management Company#4140 · 13,426 sh | 13,426 | $213.2K | 0.08% | New |
| 4141 | DAGCO#4141 · 1,001 sh | 1,001 | $212.9K | — | -82.2% |
| 4142 | Capasso Planning Partners#4142 · 4,541 sh | 4,541 | $212.8K | 0.11% | New |
| 4143 | Martin Capital Partners#4143 · 1,000 sh | 1,000 | $212.8K | — | New |
| 4144 | BANK OF HAWAII#4144 · 1,000 sh | 1,000 | $212.8K | 0.01% | New |
| 4145 | Panoramic Capital Partners#4145 · 1,400 sh | 1,400 | $212.4K | 0.10% | New |
| 4146 | Mondrian Investment Partners LTD#4146 · 7,085 sh | 7,085 | $212.4K | — | New |
| 4147 | Teamwork Financial Advisors#4147 · 700 sh | 700 | $212.1K | — | New |
| 4148 | HERITAGE INVESTORS MANAGEMENT#4148 · 700 sh | 700 | $212.0K | <0.01% | New |
| 4149 | HBE Wealth Management#4149 · 1,311 sh | 1,311 | $211.8K | 0.15% | New |
| 4150 | PATRON PARTNERS#4150 · 8,994 sh | 8,994 | $211.5K | 0.08% | -14.8% |
| 4151 | Larry Mathis Financial Planning#4151 · 993 sh | 993 | $211.3K | — | New |
| 4152 | Elevate Capital Advisors#4152 · 1,663 sh | 1,663 | $210.8K | 0.12% | -45.0% |
| 4153 | PINKERTON WEALTH#4153 · 2,871 sh | 2,871 | $210.0K | 0.02% | New |
| 4154 | SHERMAN PORFOLIOS#4154 · 2,871 sh | 2,871 | $210.0K | 0.02% | 0.0% |
| 4155 | MGO Private Wealth#4155 · 2,436 sh | 2,436 | $209.5K | 1.01% | New |
| 4156 | Cornerstone Select Advisors#4156 · 7,923 sh | 7,923 | $209.1K | 0.09% | -6.4% |
| 4157 | KLINGENSTEIN FIELDS#4157 · 3,985 sh | 3,985 | $208.7K | <0.01% | +13.9% |
| 4158 | Maple Capital Management#4158 · 3,265 sh | 3,265 | $208.5K | 0.01% | New |
| 4159 | LYRICAL ASSET MANAGEMENT#4159 · 979 sh | 979 | $208.3K | <0.01% | -18.0% |
| 4160 | PATRICK M SWEENEY & ASSOCIATES#4160 · 3,215 sh | 3,215 | $207.4K | — | New |
| 4161 | TECTONIC ADVISORS#4161 · 4,133 sh | 4,133 | $207.3K | — | +263.8% |
| 4162 | GREAT OAK CAPITAL PARTNERS#4162 · 966 sh | 966 | $206.9K | 0.04% | -35.9% |
| 4163 | SWS Partners#4163 · 2,758 sh | 2,758 | $206.6K | — | +0.5% |
| 4164 | MORGAN DEMPSEY CAPITAL MANAGEMENT#4164 · 970 sh | 970 | $206.5K | 0.09% | 0.0% |
| 4165 | KORNITZER CAPITAL MANAGEMENT#4165 · 3,200 sh | 3,200 | $206.4K | <0.01% | New |
| 4166 | HARRIS ASSOCIATES L P#4166 · 969 sh | 969 | $206.2K | <0.01% | New |
| 4167 | Friday Financial#4167 · 18,923 sh | 18,923 | $205.9K | — | 0.0% |
| 4168 | Sugar Maple Asset Management#4168 · 1,270 sh | 1,270 | $205.2K | — | -34.7% |
| 4169 | Walsh & Associates#4169 · 3,047 sh | 3,047 | $205.0K | 0.17% | 0.0% |
| 4170 | WealthTrust Asset Management#4170 · 2,728 sh | 2,728 | $204.3K | — | -5.9% |
| 4171 | LEE DANNER & BASS#4171 · 1,200 sh | 1,200 | $204.2K | — | New |
| 4172 | Coyle Financial Counsel#4172 · 3,160 sh | 3,160 | $203.8K | 0.04% | New |
| 4173 | Crew Capital Management, Ltd.#4173 · 953 sh | 953 | $202.8K | — | New |
| 4174 | Thrive Wealth Management#4174 · 3,750 sh | 3,750 | $202.6K | — | New |
| 4175 | BUFFALO BUSINESS & ESTATE SERVICES LTD#4175 · 4,319 sh | 4,319 | $202.4K | 0.03% | New |
| 4176 | HILLTOP WEALTH ADVISORS#4176 · 9,935 sh | 9,935 | $202.4K | 0.10% | New |
| 4177 | STEPHEN J. GARRY & ASSOCIATES#4177 · 2,697 sh | 2,697 | $202.0K | 0.15% | -3.5% |
| 4178 | NORTHLAND SECURITIES#4178 · 948 sh | 948 | $201.7K | 0.12% | New |
| 4179 | Financial Network Wealth Advisors#4179 · 1,893 sh | 1,893 | $201.6K | — | -87.6% |
| 4180 | MIDLAND WEALTH ADVISORS#4180 · 9,194 sh | 9,194 | $201.5K | — | 0.0% |
| 4181 | RCW Management#4181 · 4,400 sh | 4,400 | $200.5K | 0.18% | New |
| 4182 | Robbins Farley#4182 · 9,920 sh | 9,920 | $197.6K | — | +2.7% |
| 4183 | Pacific Park Financial#4183 · 12,405 sh | 12,405 | $197.0K | — | 0.0% |
| 4184 | Raleigh Capital Management#4184 · 2,299 sh | 2,299 | $196.7K | 0.06% | +73.2% |
| 4185 | Motley Fool Wealth Management#4185 · 11,578 sh | 11,578 | $192.7K | 2.93% | -99.7% |
| 4186 | Moisand Fitzgerald Tamayo#4186 · 1,739 sh | 1,739 | $191.6K | — | 0.0% |
| 4187 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt#4187 · 7,227 sh | 7,227 | $190.7K | <0.01% | -53.0% |
| 4188 | Beacon Financial Strategies#4188 · 2,777 sh | 2,777 | $189.6K | — | New |
| 4189 | DT Investment Partners#4189 · 11,930 sh | 11,930 | $188.8K | — | +2385.4% |
| 4190 | DELTA ASSET MANAGEMENT#4190 · 2,010 sh | 2,010 | $188.6K | 0.02% | -36.3% |
| 4191 | CHESAPEAKE ASSET MANAGEMENT#4191 · 1,113 sh | 1,113 | $188.4K | 0.14% | -35.1% |
| 4192 | McMillan Office#4192 · 1,110 sh | 1,110 | $183.2K | 0.02% | 0.0% |
| 4193 | Halbert, Hargrove/Russell#4193 · 2,105 sh | 2,105 | $180.9K | — | 0.0% |
| 4194 | Quest 10 Wealth Builders#4194 · 1,310 sh | 1,310 | $179.9K | 0.14% | -22.9% |
| 4195 | Caption Management#4195 · 2,955 sh | 2,955 | $174.8K | <0.01% | -97.8% |
| 4196 | Robinson Value Management, Ltd.#4196 · 1,652 sh | 1,652 | $174.4K | — | 0.0% |
| 4197 | Resona Asset Management ,Ltd.#4197 · 6,586 sh | 6,586 | $173.2K | <0.01% | +15.9% |
| 4198 | Hanson & Doremus Investment Management#4198 · 2,664 sh | 2,664 | $170.0K | — | -42.9% |
| 4199 | Piscataqua Savings Bank#4199 · 3,987 sh | 3,987 | $169.9K | — | -37.7% |
| 4200 | Private Wealth Management Group#4200 · 1,386 sh | 1,386 | $167.1K | — | -25.5% |
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.