Invesco Ltd. (IVZ) — Institutional Holders, Q2 2026 (page 43)
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 4,201 to 4,300. 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 4,201–4,300 of 4,375
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 4201 | Frazier Financial Advisors#4201 · 1,896 sh | 1,896 | $166.9K | 0.08% | -50.8% |
| 4202 | WEST PACES ADVISORS#4202 · 745 sh | 745 | $165.9K | — | New |
| 4203 | TRU INDEPENDENCE ASSET MANAGEMENT 2#4203 · 15,207 sh | 15,207 | $164.8K | 0.09% | New |
| 4204 | GenWealth Group#4204 · 15,069 sh | 15,069 | $163.3K | — | 0.0% |
| 4205 | Richardson Capital Management#4205 · 612 sh | 612 | $162.1K | — | +22.9% |
| 4206 | DiNuzzo Private Wealth#4206 · 3,808 sh | 3,808 | $160.7K | — | +3.7% |
| 4207 | B & T Capital Management DBA Alpha Capital Management#4207 · 10,115 sh | 10,115 | $160.6K | 0.02% | -48.2% |
| 4208 | NBH Bank#4208 · 1,231 sh | 1,231 | $160.4K | 0.07% | — |
| 4209 | Global X Japan , Ltd.#4209 · 1,423 sh | 1,423 | $159.5K | — | -80.7% |
| 4210 | REAP Financial Group#4210 · 1,160 sh | 1,160 | $158.7K | 0.03% | +0.1% |
| 4211 | PROFFITT & GOODSON#4211 · 4,609 sh | 4,609 | $158.7K | 0.02% | 0.0% |
| 4212 | Adalta Capital Management#4212 · 14,596 sh | 14,596 | $158.2K | 0.07% | 0.0% |
| 4213 | Roxbury Financial#4213 · 1,520 sh | 1,520 | $158.0K | — | +0.1% |
| 4214 | Cornerstone National Bank#4214 · 5,926 sh | 5,926 | $155.4K | — | +66.4% |
| 4215 | RICHARDSON FINANCIAL SERVICES#4215 · 4,970 sh | 4,970 | $152.6K | 0.09% | -11.0% |
| 4216 | LEGACY FINANCIAL INDEPENDENT ADVISORS#4216 · 13,941 sh | 13,941 | $151.1K | 0.07% | -15.1% |
| 4217 | Chung Wu Investment Group#4217 · 1,470 sh | 1,470 | $149.2K | 0.10% | 0.0% |
| 4218 | Beaird Harris Wealth Management#4218 · 2,078 sh | 2,078 | $148.9K | <0.01% | -1.7% |
| 4219 | RMG Wealth Management#4219 · 2,595 sh | 2,595 | $145.6K | — | -99.8% |
| 4220 | Axiom Investment Management#4220 · 1,487 sh | 1,487 | $144.3K | 0.10% | 0.0% |
| 4221 | MV CAPITAL MANAGEMENT#4221 · 786 sh | 786 | $141.8K | 0.01% | 0.0% |
| 4222 | Networth Advisors#4222 · 964 sh | 964 | $139.3K | 0.08% | -47.9% |
| 4223 | KERR FINANCIAL PLANNING#4223 · 2,656 sh | 2,656 | $137.1K | 0.15% | -7.6% |
| 4224 | Blume Capital Management#4224 · 2,236 sh | 2,236 | $136.4K | — | 0.0% |
| 4225 | PIN OAK INVESTMENT ADVISORS#4225 · 2,447 sh | 2,447 | $131.0K | 0.10% | -15.4% |
| 4226 | Bayforest Capital Ltd#4226 · 4,860 sh | 4,860 | $128.3K | 0.12% | New |
| 4227 | MOTCO#4227 · 1,371 sh | 1,371 | $126.6K | 0.01% | -9.4% |
| 4228 | Financial Council#4228 · 11,639 sh | 11,639 | $126.2K | 0.04% | +9.4% |
| 4229 | Smallwood Wealth Investment Management#4229 · 2,736 sh | 2,736 | $123.8K | 0.05% | +0.4% |
| 4230 | WealthCollab#4230 · 806 sh | 806 | $121.4K | 0.04% | +243.0% |
| 4231 | NI ACQUISITIONS COMPANY#4231 · 2,256 sh | 2,256 | $121.3K | 0.05% | — |
| 4232 | Cliffwater#4232 · 5,902 sh | 5,902 | $120.2K | 0.03% | 0.0% |
| 4233 | Deane Retirement Strategies#4233 · 561 sh | 561 | $119.4K | — | New |
| 4234 | PAYDEN & RYGEL#4234 · 390 sh | 390 | $118.0K | <0.01% | 0.0% |
| 4235 | COUNTRY BANK#4235 · 3,962 sh | 3,962 | $116.6K | <0.01% | +1186.4% |
| 4236 | ROGCO#4236 · 6,831 sh | 6,831 | $116.5K | 0.04% | +2.4% |
| 4237 | Rare Wolf Capital#4237 · 10,479 sh | 10,479 | $113.6K | — | -75.5% |
| 4238 | BIRCHBROOK#4238 · 1,047 sh | 1,047 | $113.6K | — | -20.6% |
| 4239 | Knuff#4239 · 1,023 sh | 1,023 | $111.2K | 0.03% | 0.0% |
| 4240 | Valued Wealth Advisors#4240 · 582 sh | 582 | $110.3K | 0.04% | +96.0% |
| 4241 | GABLES CAPITAL MANAGEMENT#4241 · 3,516 sh | 3,516 | $110.2K | 0.04% | -4.2% |
| 4242 | United Financial Planning Group#4242 · 2,719 sh | 2,719 | $109.2K | 0.06% | -62.4% |
| 4243 | Dougherty Wealth Advisers#4243 · 500 sh | 500 | $106.4K | 0.06% | 0.0% |
| 4244 | Bollard Group#4244 · 1,530 sh | 1,530 | $105.0K | <0.01% | +0.2% |
| 4245 | FIRST COMMUNITY NA#4245 · 1,413 sh | 1,413 | $104.5K | — | -24.4% |
| 4246 | CREDIT INDUSTRIEL ET COMMERCIAL#4246 · 1,121 sh | 1,121 | $104.2K | <0.01% | -93.7% |
| 4247 | Montgomery Financial Services#4247 · 645 sh | 645 | $104.2K | 0.09% | — |
| 4248 | FNY Investment Advisers#4248 · 1,120 sh | 1,120 | $104.0K | — | New |
| 4249 | Gould Capital#4249 · 343 sh | 343 | $104.0K | 0.06% | +12.1% |
| 4250 | Brandywine Financial Group#4250 · 140 sh | 140 | $103.0K | 1.23% | +636.8% |
| 4251 | Timbuktu Capital Management#4251 · 2,519 sh | 2,519 | $101.5K | 0.15% | — |
| 4252 | Cutler Capital Management#4252 · 474 sh | 474 | $100.9K | 0.03% | New |
| 4253 | DANSKE BANK A/S#4253 · 3,700 sh | 3,700 | $97.6K | <0.01% | +640.0% |
| 4254 | Harborfront Financial Group#4254 · 1,111 sh | 1,111 | $96.0K | 0.36% | — |
| 4255 | Cypress Capital Management (WY)#4255 · 907 sh | 907 | $94.4K | 0.08% | +1033.8% |
| 4256 | CNB Bank#4256 · 1,618 sh | 1,618 | $93.6K | 0.04% | -0.1% |
| 4257 | STANCE CAPITAL#4257 · 1,497 sh | 1,497 | $88.5K | 0.03% | -53.6% |
| 4258 | Cranbrook Wealth Management#4258 · 916 sh | 916 | $87.0K | 0.02% | +487.2% |
| 4259 | Merrithew & Thorsten#4259 · 653 sh | 653 | $86.0K | 0.07% | +0.6% |
| 4260 | Parvin Asset Management#4260 · 1,305 sh | 1,305 | $85.6K | 0.07% | 0.0% |
| 4261 | VISION FINANCIAL MARKETS#4261 · 4,542 sh | 4,542 | $85.2K | — | 0.0% |
| 4262 | Carolina Wealth Advisors#4262 · 3,201 sh | 3,201 | $85.0K | — | -11.9% |
| 4263 | PETERSON WEALTH MANAGEMENT#4263 · 1,785 sh | 1,785 | $83.9K | 0.04% | +180.2% |
| 4264 | Go Invest#4264 · 1,105 sh | 1,105 | $83.8K | — | +99.8% |
| 4265 | THOMPSON INVESTMENT MANAGEMENT#4265 · 769 sh | 769 | $82.4K | — | +9.2% |
| 4266 | VSM Wealth Advisory#4266 · 450 sh | 450 | $81.5K | 0.02% | -19.6% |
| 4267 | O'Domhnaill Enterprises#4267 · 377 sh | 377 | $80.2K | 0.06% | +23.6% |
| 4268 | 3 FACTOR INDEXING#4268 · 371 sh | 371 | $78.0K | — | 0.0% |
| 4269 | Hamrick Investment Counsel#4269 · 355 sh | 355 | $75.5K | 0.05% | -20.6% |
| 4270 | SOUTHERN MICHIGAN BANK &#4270 · 1,616 sh | 1,616 | $74.6K | — | -2.3% |
| 4271 | ICON ADVISERS#4271 · 3,522 sh | 3,522 | $71.7K | 0.01% | -84.5% |
| 4272 | Longview Financial Advisors#4272 · 1,070 sh | 1,070 | $70.3K | 0.03% | 0.0% |
| 4273 | Silvant Capital Management#4273 · 2,649 sh | 2,649 | $69.9K | <0.01% | 0.0% |
| 4274 | ESL Services#4274 · 543 sh | 543 | $69.4K | 0.01% | 0.0% |
| 4275 | Strengthening Families & Communities#4275 · 796 sh | 796 | $69.0K | — | +0.1% |
| 4276 | SECURITY NATIONAL BANK OF SIOUX CITY IOWA#4276 · 6,090 sh | 6,090 | $66.0K | 0.03% | New |
| 4277 | ROSS\JOHNSON & Associates#4277 · 216 sh | 216 | $65.4K | 1.02% | 0.0% |
| 4278 | Daytona Street Capital#4278 · 300 sh | 300 | $64.3K | — | 0.0% |
| 4279 | TOEWS#4279 · 300 sh | 300 | $63.8K | <0.01% | New |
| 4280 | Bank#4280 · 240 sh | 240 | $61.6K | — | 0.0% |
| 4281 | Financially Speaking#4281 · 826 sh | 826 | $60.4K | 0.29% | -1.0% |
| 4282 | Concord Investment Counsel#4282 · 1,304 sh | 1,304 | $59.4K | 0.02% | New |
| 4283 | Citizens National Bank Department#4283 · 411 sh | 411 | $58.8K | <0.01% | 0.0% |
| 4284 | HOEY INVESTMENTS#4284 · 1,452 sh | 1,452 | $55.7K | <0.01% | 0.0% |
| 4285 | Hickory Point Bank#4285 · 2,841 sh | 2,841 | $55.2K | — | -27.7% |
| 4286 | LifeSteps Financial#4286 · 671 sh | 671 | $55.0K | — | New |
| 4287 | Eurizon Capital SGR S.p.A.#4287 · 2,090 sh | 2,090 | $55.0K | <0.01% | -18.8% |
| 4288 | CENTRICA WEALTH MANAGEMENT#4288 · 713 sh | 713 | $55.0K | 0.04% | — |
| 4289 | Cetera Company, N.A#4289 · 1,000 sh | 1,000 | $54.0K | 0.03% | 0.0% |
| 4290 | Bradley & Private Wealth Management#4290 · 177 sh | 177 | $53.6K | — | 0.0% |
| 4291 | Deseret Mutual Benefit Administrators#4291 · 1,945 sh | 1,945 | $51.3K | 0.02% | -22.2% |
| 4292 | Prestige Wealth Management Group#4292 · 550 sh | 550 | $50.1K | <0.01% | +67.2% |
| 4293 | Birch Capital Management#4293 · 438 sh | 438 | $49.9K | — | -54.7% |
| 4294 | SOUTH PLAINS FINANCIAL#4294 · 231 sh | 231 | $49.1K | 0.03% | -70.7% |
| 4295 | Essential Investment Partners#4295 · 300 sh | 300 | $48.5K | — | 0.0% |
| 4296 | Winch Advisory Services#4296 · 947 sh | 947 | $47.1K | <0.01% | -4.7% |
| 4297 | BURKETT FINANCIAL SERVICES#4297 · 503 sh | 503 | $45.3K | — | -36.6% |
| 4298 | Anchor Bay Capital#4298 · 161 sh | 161 | $45.1K | 0.02% | — |
| 4299 | St. Johns Investment Management Company#4299 · 207 sh | 207 | $44.0K | 0.02% | +762.5% |
| 4300 | Bruce G. Allen Investments#4300 · 2,653 sh | 2,653 | $42.1K | 0.03% | +16.6% |
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.