Invesco Ltd. (IVZ) — Institutional Holders, Q2 2026 (page 7)
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 601 to 700. 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 601–700 of 4,375
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | Clear Creek Financial Management#601 · 401,714 sh | 401,714 | $44.5M | — | -1.4% |
| 602 | Estate Counselors#602 · 1,950,634 sh | 1,950,634 | $44.5M | 3.82% | +1213.2% |
| 603 | BESSEMER GROUP#603 · 3,535,959 sh | 3,535,959 | $44.5M | 0.06% | -0.6% |
| 604 | WEALTH MANAGEMENT RESOURCES#604 · 489,377 sh | 489,377 | $44.4M | — | +9.0% |
| 605 | WINTON GROUP Ltd#605 · 2,179,806 sh | 2,179,806 | $44.4M | 1.44% | -1.9% |
| 606 | UNION SAVINGS BANK#606 · 493,284 sh | 493,284 | $44.4M | — | +0.8% |
| 607 | Heartwood Wealth Advisors#607 · 763,888 sh | 763,888 | $44.3M | — | +3.3% |
| 608 | Orion Porfolio Solutions#608 · 638,392 sh | 638,392 | $44.1M | 0.34% | -13.0% |
| 609 | PCG Wealth Advisors#609 · 366,873 sh | 366,873 | $44.0M | 9.82% | -4.7% |
| 610 | Kozak & Associates#610 · 350,351 sh | 350,351 | $44.0M | 7.64% | -42.0% |
| 611 | Colonial Advisors#611 · 2,344,135 sh | 2,344,135 | $43.9M | 3.06% | +4.8% |
| 612 | BASSO CAPITAL MANAGEMENT, L.P.#612 · 317,390 sh | 317,390 | $43.9M | 9.37% | +518.3% |
| 613 | Capital Investment Advisory Services#613 · 620,780 sh | 620,780 | $43.9M | 2.71% | -12.9% |
| 614 | Proficio Capital Partners#614 · 408,578 sh | 408,578 | $43.8M | 1.57% | +93.5% |
| 615 | JOHNSON INVESTMENT COUNSEL#615 · 567,167 sh | 567,167 | $43.7M | 0.32% | +5.0% |
| 616 | LOS ANGELES CAPITAL MANAGEMENT#616 · 1,650,885 sh | 1,650,885 | $43.6M | 0.16% | -21.2% |
| 617 | Forvis Mazars Wealth Advisors#617 · 570,831 sh | 570,831 | $43.6M | — | -5.1% |
| 618 | Heritage#618 · 1,032,823 sh | 1,032,823 | $43.5M | 3.77% | +16.5% |
| 619 | FIRST ADVISORS#619 · 2,598,742 sh | 2,598,742 | $43.5M | 0.03% | +24.3% |
| 620 | DSC Meridian Capital#620 · 2,132,742 sh | 2,132,742 | $43.4M | 10.17% | New |
| 621 | OARSMAN CAPITAL#621 · 501,939 sh | 501,939 | $43.4M | 4.59% | +4.5% |
| 622 | Ascent Group#622 · 654,899 sh | 654,899 | $43.3M | 1.29% | -1.7% |
| 623 | USAdvisors Wealth Management#623 · 504,895 sh | 504,895 | $43.3M | — | +16.3% |
| 624 | SIGNATURE ESTATE & INVESTMENT ADVISORS#624 · 523,467 sh | 523,467 | $43.0M | — | -3.4% |
| 625 | Bond & Devick Financial Network#625 · 345,230 sh | 345,230 | $42.9M | — | +2.4% |
| 626 | NorthAvenue#626 · 2,241,568 sh | 2,241,568 | $42.9M | 30.74% | +5.2% |
| 627 | TRIAN FUND MANAGEMENT, L.P.#627 · 1,625,472 sh | 1,625,472 | $42.9M | 1.01% | -45.3% |
| 628 | SAXON INTERESTS#628 · 679,818 sh | 679,818 | $42.8M | — | +28.9% |
| 629 | Farnam Financial#629 · 2,087,256 sh | 2,087,256 | $42.7M | — | +8.2% |
| 630 | KWB Wealth#630 · 585,753 sh | 585,753 | $42.7M | — | +11.4% |
| 631 | Horizon Wealth Management#631 · 165,228 sh | 165,228 | $42.6M | 5.43% | -73.5% |
| 632 | Chicago Partners Investment Group#632 · 419,132 sh | 419,132 | $42.6M | — | +0.6% |
| 633 | AAF Wealth Management#633 · 345,756 sh | 345,756 | $42.2M | — | +98.3% |
| 634 | CONSILIO WEALTH ADVISORS#634 · 138,941 sh | 138,941 | $42.1M | 10.09% | +88.4% |
| 635 | Visualize Group#635 · 197,700 sh | 197,700 | $42.1M | 14.48% | +68.5% |
| 636 | Kathmere Capital Management#636 · 1,903,972 sh | 1,903,972 | $42.0M | — | +78.1% |
| 637 | FCA#637 · 1,480,766 sh | 1,480,766 | $42.0M | 10.34% | +0.5% |
| 638 | STRAIGHTLINE GROUP#638 · 370,591 sh | 370,591 | $41.8M | 19.72% | +1.8% |
| 639 | AFFINITY WEALTH#639 · 466,077 sh | 466,077 | $41.8M | 22.45% | +5.4% |
| 640 | Colonial River Wealth Management#640 · 368,019 sh | 368,019 | $41.8M | — | -26.3% |
| 641 | Requisite Capital Management#641 · 196,220 sh | 196,220 | $41.7M | 6.90% | -0.9% |
| 642 | LEAVELL INVESTMENT MANAGEMENT#642 · 596,096 sh | 596,096 | $41.6M | 1.52% | +4.2% |
| 643 | Wellington Grp#643 · 1,305,882 sh | 1,305,882 | $41.5M | 12.79% | 0.0% |
| 644 | SIERRA OCEAN#644 · 353,259 sh | 353,259 | $41.3M | 28.62% | +2.4% |
| 645 | Jackson, Grant Investment Advisers#645 · 349,980 sh | 349,980 | $41.3M | 12.84% | -7.2% |
| 646 | Astoria Portfolio Advisors#646 · 690,707 sh | 690,707 | $41.3M | 6.97% | +16.3% |
| 647 | Generali Investments CEE, investicni spolecnost, a.s.#647 · 193,976 sh | 193,976 | $41.3M | — | 0.0% |
| 648 | IFG Advisors#648 · 263,783 sh | 263,783 | $41.3M | — | +7.4% |
| 649 | Cadent Capital Advisors#649 · 435,776 sh | 435,776 | $41.3M | — | +8.3% |
| 650 | MISSION WEALTH MANAGEMENT#650 · 1,077,559 sh | 1,077,559 | $41.1M | — | +112.6% |
| 651 | Badgley Phelps Wealth Managers#651 · 198,033 sh | 198,033 | $41.1M | — | +10.4% |
| 652 | Walker Financial Services#652 · 163,445 sh | 163,445 | $41.1M | — | +17.4% |
| 653 | WALLED LAKE PLANNING & WEALTH MANAGEMENT#653 · 680,593 sh | 680,593 | $41.1M | 10.37% | +3.6% |
| 654 | Granite Bay Wealth Management#654 · 227,088 sh | 227,088 | $41.0M | 3.78% | +1.0% |
| 655 | GW HENSSLER & ASSOCIATES LTD#655 · 304,398 sh | 304,398 | $40.6M | — | +2.4% |
| 656 | BOKF, NA#656 · 156,010 sh | 156,010 | $40.6M | — | +5.0% |
| 657 | EverSource Wealth Advisors#657 · 456,184 sh | 456,184 | $40.5M | 1.36% | +94.3% |
| 658 | Altus Wealth Management#658 · 313,710 sh | 313,710 | $40.5M | — | +1.6% |
| 659 | LOOMIS SAYLES & L P#659 · 1,644,976 sh | 1,644,976 | $40.4M | 0.05% | +3.0% |
| 660 | Core Wealth Advisors#660 · 577,185 sh | 577,185 | $40.4M | 8.12% | +4.6% |
| 661 | Conservest Capital Advisors#661 · 589,307 sh | 589,307 | $40.3M | 3.21% | +2.4% |
| 662 | QUATTRO FINANCIAL ADVISORS#662 · 473,684 sh | 473,684 | $40.3M | — | -2.0% |
| 663 | Coastal Bridge Advisors#663 · 732,974 sh | 732,974 | $40.3M | 2.49% | +4.4% |
| 664 | Ironwood Financial#664 · 1,528,610 sh | 1,528,610 | $40.2M | — | -11.1% |
| 665 | Advocacy Wealth Management#665 · 328,254 sh | 328,254 | $40.2M | 1.46% | -2.1% |
| 666 | Koss-Olinger Consulting#666 · 1,849,261 sh | 1,849,261 | $40.2M | 3.09% | +76.6% |
| 667 | SMITH, MOORE#667 · 314,819 sh | 314,819 | $40.1M | 2.61% | +31.3% |
| 668 | PINNACLE ASSOCIATES LTD#668 · 247,096 sh | 247,096 | $40.1M | — | -8.6% |
| 669 | Endowment Wealth Management#669 · 607,690 sh | 607,690 | $40.1M | 15.51% | +3.3% |
| 670 | Key FInancial#670 · 1,590,753 sh | 1,590,753 | $40.1M | 6.57% | -7.3% |
| 671 | Heritage Wealth Architects#671 · 572,968 sh | 572,968 | $40.1M | — | +2.9% |
| 672 | INSIGNEO ADVISORY SERVICES#672 · 373,576 sh | 373,576 | $40.1M | 1.50% | +82.8% |
| 673 | Retirement Management Systems#673 · 481,480 sh | 481,480 | $40.0M | 8.19% | +6.7% |
| 674 | RiverFront Investment Group#674 · 1,523,053 sh | 1,523,053 | $40.0M | 0.53% | -51.4% |
| 675 | Inspire Advisors#675 · 1,771,248 sh | 1,771,248 | $39.9M | 2.78% | +7.8% |
| 676 | VISTA INVESTMENT MANAGEMENT#676 · 1,539,258 sh | 1,539,258 | $39.9M | 12.00% | +3.6% |
| 677 | SimpliFi#677 · 289,651 sh | 289,651 | $39.9M | — | -0.6% |
| 678 | CORRECT CAPITAL WEALTH MANAGEMENT#678 · 132,558 sh | 132,558 | $39.7M | 6.84% | +2.1% |
| 679 | Solano Wealth Investment Advisors#679 · 324,819 sh | 324,819 | $39.5M | 17.97% | -1.0% |
| 680 | CONDOR CAPITAL MANAGEMENT#680 · 465,314 sh | 465,314 | $39.4M | 2.95% | -2.5% |
| 681 | Arvest Bank Division#681 · 209,331 sh | 209,331 | $39.4M | 1.92% | -1.3% |
| 682 | VOLORIDGE INVESTMENT MANAGEMENT#682 · 1,480,030 sh | 1,480,030 | $39.1M | 0.17% | +63.2% |
| 683 | SUMMIT WEALTH GROUP#683 · 455,652 sh | 455,652 | $38.8M | 3.21% | -3.0% |
| 684 | Coppell Advisory Solutions#684 · 46,516 sh | 46,516 | $38.8M | 3.13% | New |
| 685 | KINGSWOOD WEALTH ADVISORS#685 · 362,756 sh | 362,756 | $38.7M | — | +9.5% |
| 686 | Apriem Advisors#686 · 186,887 sh | 186,887 | $38.7M | 3.35% | +2.6% |
| 687 | Biltmore Family Office#687 · 276,782 sh | 276,782 | $38.6M | 5.08% | 0.0% |
| 688 | Keating Financial Advisory Services#688 · 412,532 sh | 412,532 | $38.5M | 5.07% | +55.1% |
| 689 | NWAM#689 · 420,103 sh | 420,103 | $38.4M | 1.92% | -5.0% |
| 690 | Elevation Capital Advisory#690 · 571,660 sh | 571,660 | $38.4M | 14.84% | +19.8% |
| 691 | NATIONS FINANCIAL GROUP , /IA#691 · 669,086 sh | 669,086 | $38.4M | 1.83% | +11.6% |
| 692 | Syntegra Private Wealth Group#692 · 162,669 sh | 162,669 | $38.3M | — | -18.1% |
| 693 | Tanglewood Legacy Advisors#693 · 305,696 sh | 305,696 | $38.3M | 12.37% | +2.2% |
| 694 | Sonoma Allocations#694 · 447,018 sh | 447,018 | $38.3M | 11.90% | +149.3% |
| 695 | Parallel Advisors#695 · 705,760 sh | 705,760 | $38.3M | 0.58% | +110.6% |
| 696 | Strategic Wealth Partners, Ltd.#696 · 1,334,436 sh | 1,334,436 | $38.2M | 2.37% | +2.9% |
| 697 | Global Wealth Strategies & Associates#697 · 195,635 sh | 195,635 | $38.1M | — | +2.7% |
| 698 | Cyr Financial#698 · 613,477 sh | 613,477 | $38.0M | — | +5.7% |
| 699 | Elk River Wealth Management#699 · 187,238 sh | 187,238 | $38.0M | 6.06% | -10.1% |
| 700 | Kera Capital Partners#700 · 241,717 sh | 241,717 | $37.8M | 3.63% | +23.1% |
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.