Invesco Ltd. (IVZ) — Institutional Holders, Q2 2026 (page 6)
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 501 to 600. 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 501–600 of 4,375
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | Advisors Preferred#501 · 536,927 sh | 536,927 | $55.3M | 8.56% | -21.7% |
| 502 | ProVise Management Group#502 · 1,995,768 sh | 1,995,768 | $55.1M | 3.69% | +13.3% |
| 503 | Pacific Asset Management#503 · 2,714,072 sh | 2,714,072 | $55.1M | 26.20% | +50.4% |
| 504 | Northwest Financial Advisors#504 · 1,583,365 sh | 1,583,365 | $55.1M | — | +1047.7% |
| 505 | Dynasty Wealth Management#505 · 414,966 sh | 414,966 | $55.0M | 0.41% | -16.5% |
| 506 | Junto Capital Management#506 · 258,206 sh | 258,206 | $54.9M | 0.96% | -75.6% |
| 507 | MONTAG A & ASSOCIATES#507 · 486,025 sh | 486,025 | $54.9M | 2.32% | -6.0% |
| 508 | Everest Financial Group#508 · 465,123 sh | 465,123 | $54.8M | 7.43% | -1.4% |
| 509 | One Capital Management#509 · 833,495 sh | 833,495 | $54.8M | 1.52% | 0.0% |
| 510 | Frank, Rimerman Advisors#510 · 197,447 sh | 197,447 | $54.8M | — | -0.9% |
| 511 | Invst#511 · 413,667 sh | 413,667 | $54.7M | 5.34% | +2.0% |
| 512 | Retirement Planning Group#512 · 409,959 sh | 409,959 | $54.6M | — | +39.8% |
| 513 | Johnson & White Wealth Management#513 · 822,377 sh | 822,377 | $54.6M | 20.41% | -0.1% |
| 514 | EVERGREEN CAPITAL MANAGEMENT#514 · 1,371,225 sh | 1,371,225 | $54.3M | — | -0.3% |
| 515 | DEUTSCHE BANK AG\#515 · 1,728,259 sh | 1,728,259 | $53.8M | 0.02% | -22.3% |
| 516 | Dunhill Financial#516 · 2,281,505 sh | 2,281,505 | $53.3M | 10.91% | +2.1% |
| 517 | Per Stirling Capital Management#517 · 551,693 sh | 551,693 | $53.2M | 5.05% | +22.5% |
| 518 | SECURIAN ASSET MANAGEMENT#518 · 701,729 sh | 701,729 | $53.2M | 1.91% | 0.0% |
| 519 | PRAIRIE ADVISORY#519 · 532,392 sh | 532,392 | $53.0M | — | — |
| 520 | PJT Investments#520 · 248,755 sh | 248,755 | $52.9M | 17.90% | +0.3% |
| 521 | J.Safra Asset Management#521 · 442,683 sh | 442,683 | $52.7M | 2.43% | +126.4% |
| 522 | St. Louis Financial Planners Asset Management#522 · 2,683,625 sh | 2,683,625 | $52.4M | — | +283.5% |
| 523 | Steele Capital Management#523 · 297,971 sh | 297,971 | $52.3M | 1.93% | +2.0% |
| 524 | Avestar Capital#524 · 1,050,267 sh | 1,050,267 | $52.3M | 2.92% | -1.1% |
| 525 | NewSquare Capital#525 · 911,416 sh | 911,416 | $52.3M | 3.87% | +16.5% |
| 526 | Sepio Capital#526 · 232,116 sh | 232,116 | $52.1M | — | -7.1% |
| 527 | Global View Capital Management#527 · 366,804 sh | 366,804 | $52.1M | 10.75% | +94.8% |
| 528 | Man Group plc#528 · 2,457,461 sh | 2,457,461 | $51.8M | 0.08% | +156.8% |
| 529 | Wealth Enhancement Services#529 · 567,270 sh | 567,270 | $51.8M | — | -5.0% |
| 530 | Verition Fund Management#530 · 260,744 sh | 260,744 | $51.5M | 0.07% | +312.0% |
| 531 | FSA Investment Group#531 · 414,166 sh | 414,166 | $51.4M | — | +26.3% |
| 532 | Advance Capital Management#532 · 313,928 sh | 313,928 | $51.3M | 1.66% | -28.5% |
| 533 | Ledgewood Wealth Advisors#533 · 2,668,663 sh | 2,668,663 | $51.2M | — | -4.9% |
| 534 | Point72 Asset Management, L.P.#534 · 321,785 sh | 321,785 | $51.2M | 0.06% | -82.6% |
| 535 | Prime Capital Investment Advisors#535 · 422,894 sh | 422,894 | $51.1M | — | -0.3% |
| 536 | Kirkwood Financial Services#536 · 168,645 sh | 168,645 | $51.1M | 14.62% | New |
| 537 | Stratos Wealth Advisors#537 · 930,233 sh | 930,233 | $51.1M | 2.81% | +6.9% |
| 538 | Permanens Capital L.P.#538 · 630,563 sh | 630,563 | $51.0M | 5.25% | +51.1% |
| 539 | EdgeRock Capital#539 · 195,262 sh | 195,262 | $51.0M | 11.56% | +2.7% |
| 540 | LODESTAR PRIVATE ASSET MANAGEMENT#540 · 283,813 sh | 283,813 | $51.0M | — | +4.1% |
| 541 | AssuredPartners Investment Advisors#541 · 351,612 sh | 351,612 | $50.9M | 4.93% | +73.7% |
| 542 | Clearview Wealth Management#542 · 531,176 sh | 531,176 | $50.8M | — | -1.1% |
| 543 | SOFI WEALTH#543 · 2,158,881 sh | 2,158,881 | $50.8M | — | +8.9% |
| 544 | RTD Financial Advisors#544 · 1,001,145 sh | 1,001,145 | $50.7M | — | +2.6% |
| 545 | MANNING & NAPIER ADVISORS#545 · 237,513 sh | 237,513 | $50.7M | 0.65% | +51.5% |
| 546 | Eagle Strategies#546 · 363,598 sh | 363,598 | $50.6M | — | +0.6% |
| 547 | Hikari Tsushin#547 · 2,483,848 sh | 2,483,848 | $50.6M | 3.36% | 0.0% |
| 548 | RFP Financial Group#548 · 518,786 sh | 518,786 | $50.6M | 22.65% | +121.3% |
| 549 | Regal Investment Advisors#549 · 783,432 sh | 783,432 | $50.5M | 2.63% | +5.6% |
| 550 | CENTAURUS FINANCIAL#550 · 645,330 sh | 645,330 | $50.4M | 2.13% | +8.5% |
| 551 | SIGMA INVESTMENT COUNSELORS#551 · 402,127 sh | 402,127 | $50.3M | — | +28.1% |
| 552 | RETIREMENT FINANCIAL SOLUTIONS#552 · 618,253 sh | 618,253 | $50.2M | — | +4.5% |
| 553 | Simplicity Wealth#553 · 1,226,827 sh | 1,226,827 | $50.2M | — | +67.2% |
| 554 | CBIZ Investment Advisory Services#554 · 274,142 sh | 274,142 | $49.7M | 1.82% | 0.0% |
| 555 | University of Illinois Foundation#555 · 233,447 sh | 233,447 | $49.7M | 8.87% | -9.2% |
| 556 | Itau Unibanco Holding S.A.#556 · 577,120 sh | 577,120 | $49.3M | 0.94% | +710.5% |
| 557 | Blue Water Asset Management#557 · 644,415 sh | 644,415 | $49.2M | 15.90% | +2.1% |
| 558 | UMB Bank, n.a.#558 · 555,369 sh | 555,369 | $48.8M | 0.62% | -14.3% |
| 559 | Forge Financial Services#559 · 240,633 sh | 240,633 | $48.7M | 4.20% | -1.9% |
| 560 | Toroso Investments#560 · 2,769,965 sh | 2,769,965 | $48.7M | 0.08% | +23.6% |
| 561 | CITIZENS FINANCIAL GROUP#561 · 322,058 sh | 322,058 | $48.7M | — | +27.6% |
| 562 | Kinetic Wealth Investment Advisors#562 · 1,164,718 sh | 1,164,718 | $48.6M | 22.91% | — |
| 563 | FORONJY FINANCIAL#563 · 2,066,191 sh | 2,066,191 | $48.2M | — | +3.1% |
| 564 | HUNTER ASSOCIATES INVESTMENT MANAGEMENT#564 · 269,802 sh | 269,802 | $48.1M | — | +2.4% |
| 565 | River Wealth Advisors#565 · 1,017,904 sh | 1,017,904 | $48.0M | 5.02% | -1.7% |
| 566 | DAVENPORT#566 · 443,544 sh | 443,544 | $48.0M | — | +15.4% |
| 567 | AA Financial Advisors#567 · 2,020,464 sh | 2,020,464 | $47.9M | — | +4.9% |
| 568 | Garrett Wealth Advisory Group#568 · 990,890 sh | 990,890 | $47.7M | — | +24.5% |
| 569 | TIFF ADVISORY SERVICES#569 · 511,729 sh | 511,729 | $47.6M | 11.67% | -2.1% |
| 570 | Hudock#570 · 204,231 sh | 204,231 | $47.5M | — | +1.2% |
| 571 | FIRST AMERICAN , FSB#571 · 1,383,201 sh | 1,383,201 | $47.3M | 2.85% | +99.6% |
| 572 | Atlanta Consulting Group Advisors#572 · 223,473 sh | 223,473 | $47.2M | 7.48% | -3.4% |
| 573 | Cercano Management#573 · 221,055 sh | 221,055 | $47.0M | 4.53% | -70.2% |
| 574 | ARTHUR M. COHEN & ASSOCIATES#574 · 163,999 sh | 163,999 | $46.9M | — | +1.2% |
| 575 | GenTrust#575 · 293,839 sh | 293,839 | $46.8M | 1.80% | +12.8% |
| 576 | 360 Financial#576 · 157,716 sh | 157,716 | $46.8M | 11.89% | +4.1% |
| 577 | SMITH CHAS P & ASSOCIATES PA CPAS#577 · 158,750 sh | 158,750 | $46.8M | — | -1.8% |
| 578 | TOBIAS FINANCIAL ADVISORS#578 · 154,330 sh | 154,330 | $46.6M | 5.92% | -1.5% |
| 579 | Stratos Investment Management#579 · 415,837 sh | 415,837 | $46.6M | 1.68% | +4.7% |
| 580 | HANTZ FINANCIAL SERVICES#580 · 760,061 sh | 760,061 | $46.5M | 0.63% | +3.1% |
| 581 | Joule Financial#581 · 229,782 sh | 229,782 | $46.5M | 12.62% | -0.8% |
| 582 | Integrated Capital Management#582 · 231,081 sh | 231,081 | $46.5M | — | +0.3% |
| 583 | Dakota Wealth Management#583 · 244,884 sh | 244,884 | $46.4M | 0.89% | -2.1% |
| 584 | TOMPKINS FINANCIAL#584 · 327,328 sh | 327,328 | $46.3M | — | -3.2% |
| 585 | Intelligence Driven Advisers#585 · 717,420 sh | 717,420 | $46.2M | — | +1.0% |
| 586 | Sage Mountain Advisors#586 · 480,318 sh | 480,318 | $46.2M | 2.84% | +7.5% |
| 587 | Tower Research Capital (TRC)#587 · 625,905 sh | 625,905 | $45.9M | 1.12% | -2.5% |
| 588 | SCOTIA CAPITAL#588 · 499,392 sh | 499,392 | $45.8M | 0.17% | +5.7% |
| 589 | NTV ASSET MANAGEMENT#589 · 479,556 sh | 479,556 | $45.6M | — | +7.6% |
| 590 | Financial Services Advisory#590 · 356,860 sh | 356,860 | $45.5M | — | +213.6% |
| 591 | Crestwood Advisors Group#591 · 424,736 sh | 424,736 | $45.5M | — | +3.3% |
| 592 | Wealth Advisors of Iowa#592 · 271,832 sh | 271,832 | $45.4M | 12.30% | +41.8% |
| 593 | TORONTO DOMINION BANK#593 · 366,472 sh | 366,472 | $45.3M | 0.05% | -30.7% |
| 594 | PARR MCKNIGHT WEALTH MANAGEMENT GROUP#594 · 1,921,951 sh | 1,921,951 | $45.3M | 5.37% | +6.1% |
| 595 | Clark Capital Management Group#595 · 574,888 sh | 574,888 | $45.3M | 0.25% | -8.9% |
| 596 | Highland Financial Advisors#596 · 149,327 sh | 149,327 | $45.2M | — | -5.4% |
| 597 | Marquette Asset Management#597 · 734,230 sh | 734,230 | $45.1M | — | -1.4% |
| 598 | Pinnacle Financial Group, / IL#598 · 1,077,088 sh | 1,077,088 | $44.9M | 10.96% | +4.6% |
| 599 | GPM Growth Investors#599 · 2,188,569 sh | 2,188,569 | $44.8M | 18.69% | +18.5% |
| 600 | Moran Wealth Management#600 · 210,098 sh | 210,098 | $44.6M | — | -4.4% |
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.