Invesco Ltd. (IVZ) — Institutional Holders, Q2 2026 (page 44)
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 4,301 to 4,375. 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 4,301–4,375 of 4,375
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 4301 | SWAN Capital#4301 · 209 sh | 209 | $41.4K | 0.01% | -42.3% |
| 4302 | Financial Avengers#4302 · 334 sh | 334 | $41.3K | 0.02% | +0.6% |
| 4303 | Basecamp Wealth Advisors#4303 · 844 sh | 844 | $40.7K | <0.01% | +18.2% |
| 4304 | James T. Borello RIA#4304 · 1,552 sh | 1,552 | $36.2K | — | -16.4% |
| 4305 | Catherine Avery Investment Management#4305 · 343 sh | 343 | $35.7K | — | New |
| 4306 | CKW FINANCIAL GROUP#4306 · 118 sh | 118 | $35.0K | <0.01% | +1.7% |
| 4307 | Mechanics Financial#4307 · 1,381 sh | 1,381 | $33.8K | 0.01% | +3.1% |
| 4308 | CDKV#4308 · 522 sh | 522 | $32.2K | — | -96.9% |
| 4309 | ONEFUND#4309 · 1,210 sh | 1,210 | $31.9K | 0.02% | -1.1% |
| 4310 | PROSPERITY BANCSHARES#4310 · 506 sh | 506 | $30.0K | 0.02% | 0.0% |
| 4311 | BROADWATER CAPITAL MANAGEMENT#4311 · 166 sh | 166 | $29.5K | 0.02% | 0.0% |
| 4312 | Cornerstone Financial Management#4312 · 1,127 sh | 1,127 | $29.0K | 0.02% | +8.7% |
| 4313 | Redwood Park Advisors#4313 · 387 sh | 387 | $26.7K | 0.02% | 0.0% |
| 4314 | Bullseye Investment Management#4314 · 140 sh | 140 | $26.0K | <0.01% | +100.0% |
| 4315 | SITTNER & NELSON#4315 · 514 sh | 514 | $25.3K | <0.01% | +140.2% |
| 4316 | PROATHLETE WEALTH MANAGEMENT#4316 · 238 sh | 238 | $23.8K | — | +1.7% |
| 4317 | Westend Capital Management#4317 · 146 sh | 146 | $23.6K | <0.01% | 0.0% |
| 4318 | Eukles Asset Management#4318 · 131 sh | 131 | $23.5K | <0.01% | -4.4% |
| 4319 | Dorato Capital Management#4319 · 108 sh | 108 | $23.1K | — | 0.0% |
| 4320 | Farmers & Merchants of Chambersburg PA#4320 · 166 sh | 166 | $22.0K | — | New |
| 4321 | MILFAM#4321 · 100 sh | 100 | $21.3K | — | New |
| 4322 | Sachetta#4322 · 899 sh | 899 | $20.9K | 0.01% | New |
| 4323 | Kennebec Savings Bank#4323 · 293 sh | 293 | $20.2K | — | -59.3% |
| 4324 | Imprint Wealth#4324 · 414 sh | 414 | $19.4K | 0.08% | +3.0% |
| 4325 | Morse Asset Management#4325 · 284 sh | 284 | $18.1K | <0.01% | 0.0% |
| 4326 | Cromwell#4326 · 676 sh | 676 | $17.8K | <0.01% | +5.0% |
| 4327 | TOUNJIAN ADVISORY PARTNERS#4327 · 281 sh | 281 | $17.1K | <0.01% | New |
| 4328 | PINNEY & SCOFIELD#4328 · 1,019 sh | 1,019 | $16.8K | <0.01% | 0.0% |
| 4329 | Bear Mountain Capital#4329 · 52 sh | 52 | $15.3K | <0.01% | 0.0% |
| 4330 | Kings Path Partners#4330 · 230 sh | 230 | $14.8K | — | New |
| 4331 | Pinpoint Asset Management (Singapore) Pte. Ltd.#4331 · 526 sh | 526 | $13.9K | <0.01% | -86.8% |
| 4332 | Horrell Capital Management#4332 · 63 sh | 63 | $13.4K | — | 0.0% |
| 4333 | StrongBox Wealth#4333 · 143 sh | 143 | $13.3K | <0.01% | New |
| 4334 | Leonteq Securities AG#4334 · 460 sh | 460 | $12.1K | <0.01% | -38.5% |
| 4335 | Navigoe#4335 · 90 sh | 90 | $12.0K | <0.01% | +52.5% |
| 4336 | CHELSEA COUNSEL#4336 · 147 sh | 147 | $11.0K | <0.01% | 0.0% |
| 4337 | FOSTER DYKEMA CABOT & PARTNERS#4337 · 200 sh | 200 | $10.4K | <0.01% | 0.0% |
| 4338 | Lummis Asset Management#4338 · 197 sh | 197 | $10.0K | <0.01% | 0.0% |
| 4339 | Midway Capital Research & Management#4339 · 30 sh | 30 | $9.1K | — | 0.0% |
| 4340 | Covestor Ltd#4340 · 390 sh | 390 | $9.0K | <0.01% | -6.7% |
| 4341 | Advantage#4341 · 539 sh | 539 | $8.6K | — | New |
| 4342 | Beutel, Goodman & Ltd.#4342 · 50 sh | 50 | $8.0K | <0.01% | 0.0% |
| 4343 | MARYLAND CAPITAL ADVISORS#4343 · 100 sh | 100 | $7.3K | — | — |
| 4344 | Acumen Wealth Advisors#4344 · 447 sh | 447 | $7.1K | <0.01% | +334.0% |
| 4345 | Western Pacific Wealth Management#4345 · 101 sh | 101 | $7.0K | — | 0.0% |
| 4346 | ALLIANZ SE#4346 · 247 sh | 247 | $6.5K | <0.01% | New |
| 4347 | Trifecta Capital Advisors#4347 · 30 sh | 30 | $6.4K | — | 0.0% |
| 4348 | General Partner#4348 · 20 sh | 20 | $6.1K | — | 0.0% |
| 4349 | HFM Investment Advisors#4349 · 86 sh | 86 | $5.8K | <0.01% | +68.6% |
| 4350 | Access Investment Management#4350 · 60 sh | 60 | $5.6K | — | 0.0% |
| 4351 | Copeland Capital Management#4351 · 84 sh | 84 | $5.3K | — | New |
| 4352 | Rachor Investment Advisory Services#4352 · 53 sh | 53 | $4.9K | <0.01% | 0.0% |
| 4353 | Bay Harbor Wealth Management#4353 · 104 sh | 104 | $4.8K | <0.01% | +44.4% |
| 4354 | Torren Management#4354 · 176 sh | 176 | $4.6K | <0.01% | +7.3% |
| 4355 | LAM GROUP#4355 · 220 sh | 220 | $3.5K | — | +2.3% |
| 4356 | Aberdeen Wealth Management#4356 · 50 sh | 50 | $3.5K | <0.01% | New |
| 4357 | Holos Integrated Wealth#4357 · 62 sh | 62 | $2.9K | — | -7.5% |
| 4358 | Bare Financial Services#4358 · 108 sh | 108 | $2.9K | <0.01% | 0.0% |
| 4359 | SUMMIT SECURITIES GROUP#4359 · 103 sh | 103 | $2.7K | <0.01% | +41.1% |
| 4360 | Retirement Wealth Solutions#4360 · 100 sh | 100 | $2.6K | — | -4.8% |
| 4361 | Pillar Financial Advisors#4361 · 26 sh | 26 | $2.5K | — | New |
| 4362 | LOGAN CAPITAL MANAGEMENT#4362 · 14 sh | 14 | $1.3K | 0.00% | New |
| 4363 | VIRTUS ADVISERS#4363 · 23 sh | 23 | $1.2K | <0.01% | -4.2% |
| 4364 | DB Fitzpatrick#4364 · 2 sh | 2 | $606.00 | — | -33.3% |
| 4365 | Barnes Dennig Private Wealth Management#4365 · 2 sh | 2 | $590.00 | <0.01% | New |
| 4366 | WestEnd Advisors#4366 · 16 sh | 16 | $422.00 | — | +6.7% |
| 4367 | Caitong International Asset Management , Ltd#4367 · 13 sh | 13 | $343.00 | 0.00% | -59.4% |
| 4368 | MILLER WEALTH ADVISORS#4368 · 1 sh | 1 | $303.00 | <0.01% | 0.0% |
| 4369 | MJT & Associates Financial Advisory Group#4369 · 14 sh | 14 | $273.00 | — | 0.0% |
| 4370 | Spurstone Advisory Services#4370 · 1 sh | 1 | $34.00 | <0.01% | New |
| 4371 | Avalon#4371 · 0 sh | 0 | $11.00 | 0.00% | -100.0% |
| 4372 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#4372 · 410,656 sh | 410,656 | — | — | -1.6% |
| 4373 | VESTOR CAPITAL#4373 · 56,204 sh | 56,204 | — | — | +1026.8% |
| 4374 | Elequin Securities#4374 · 359,170 sh | 359,170 | — | — | -66.0% |
| 4375 | Quantum Portfolio Management#4375 · 28,768 sh | 28,768 | — | — | -94.9% |
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.