IVZ Institutional Holdings

Name: IVZ (Invesco) Institutional Holdings — 2026Q1
Creator: SEC EDGAR
License: https://www.sec.gov/data

Invesco · SEC 13F

5,089 institutions hold IVZ, totaling 6.38B shares ($467.3B）.
As of 2026Q1 · SEC EDGAR 13F

Quarterly Changes

2025Q4 → 2026Q1

↑ New Positions (5)

PNC FINANCIAL SERVICES GROUP, INC. $3.5B

Kentucky Farm Bureau Mutual Insurance Co $1.4B

VANGUARD CAPITAL MANAGEMENT LLC $1.4B

INDEPENDENT FINANCIAL GROUP, LLC $1.0B

HSBC HOLDINGS PLC $753M

↑ Increased (5)

PEAK6 LLC +6423158.4%

Topor & Co. Korea +195882.9%

IFC & Insurance Marketing, Inc. +185245.0%

LaSalle St. Investment Advisors, LLC +180239.3%

Arete Wealth Advisors, LLC +145969.7%

↓ Decreased (5)

BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL -99.9%

Deseret Mutual Benefit Administrators -99.9%

PAYDEN & RYGEL -99.8%

Financially Speaking Inc -99.8%

CDKV HOLDINGS LLC -99.7%

↓ Exited Positions (5)

PNC Financial Services Group, Inc. $3.7B

VANGUARD GROUP INC $1.4B

Global Retirement Partners, LLC $268M

CIBC Private Wealth Group LLC $258M

TUCKER ASSET MANAGEMENT LLC $245M

All Holders (Top 100)

Rank	Institution	Shares	Value
1	MORGAN STANLEY	1.01B	$92.4B
2	BANK OF AMERICA CORP /DE/	373.9M	$26.3B
3	LPL Financial LLC	287.2M	$21.5B
4	GOLDMAN SACHS GROUP INC	92.2M	$13.3B
5	Invesco Ltd.	230.1M	$12.8B
6	BARCLAYS PLC	99.3M	$11.8B
7	WELLS FARGO & COMPANY/MN	254.1M	$11.5B
8	UBS Group AG	147.5M	$9.7B
9	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	60.4M	$9.4B
10	RAYMOND JAMES FINANCIAL INC	118.9M	$8.0B
11	AMERIPRISE FINANCIAL INC	81.2M	$6.9B
12	ENVESTNET ASSET MANAGEMENT INC	73.1M	$6.7B
13	SUSQUEHANNA INTERNATIONAL GROUP, LLP	15.8M	$5.2B
14	ROYAL BANK OF CANADA	55.7M	$5.1B
15	JPMORGAN CHASE & CO	44.9M	$4.5B
16	Cetera Investment Advisers	46.0M	$4.1B
17	OSAIC HOLDINGS, INC.	49.7M	$3.8B
18	PNC FINANCIAL SERVICES GROUP, INC.	28.8M	$3.5B
19	Lido Advisors, LLC	150.0M	$3.3B
20	National Pension Service	47.4M	$3.1B
21	COMMONWEALTH EQUITY SERVICES, LLC	30.1M	$2.8B
22	Rockefeller Capital Management L.P.	21.1M	$2.6B
23	JONES FINANCIAL COMPANIES LLLP	27.1M	$2.4B
24	HighTower Advisors, LLC	28.3M	$2.2B
25	CITIGROUP INC	11.8M	$2.1B
26	FMR LLC	19.2M	$2.0B
27	MASSACHUSETTS MUTUAL LIFE INSURANCE CO	81.3M	$2.0B
28	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	57.0M	$1.9B
29	STIFEL FINANCIAL CORP	25.9M	$1.9B
30	Bank of New York Mellon Corp	35.0M	$1.8B
31	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	4.3M	$1.8B
32	National Mutual Insurance Federation of Agricultural Cooperatives	4.5M	$1.7B
33	TRUIST FINANCIAL CORP	12.7M	$1.6B
34	Varma Mutual Pension Insurance Co	45.3M	$1.6B
35	VANTAGEPOINT INVESTMENT ADVISERS LLC	12.6M	$1.6B
36	BlackRock, Inc.	64.3M	$1.5B
37	JANE STREET GROUP, LLC	15.9M	$1.5B
38	STATE OF WISCONSIN INVESTMENT BOARD	13.1M	$1.4B
39	Kentucky Farm Bureau Mutual Insurance Co	5.3M	$1.4B
40	VANGUARD CAPITAL MANAGEMENT LLC	62.7M	$1.4B
41	Private Advisor Group, LLC	17.5M	$1.4B
42	MML INVESTORS SERVICES, LLC	19.5M	$1.4B
43	Mariner, LLC	11.8M	$1.3B
44	Cerity Partners LLC	8.7M	$1.3B
45	First Command Advisory Services, Inc.	7.2M	$1.3B
46	Equitable Holdings, Inc.	14.8M	$1.3B
47	SHANDA ASSET MANAGEMENT HOLDINGS Ltd	2.2M	$1.3B
48	CWM, LLC	15.4M	$1.3B
49	BNP PARIBAS FINANCIAL MARKETS	12.2M	$1.2B
50	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	21.1M	$1.2B
51	Fisher Asset Management, LLC	8.4M	$1.2B
52	MEITAV INVESTMENT HOUSE LTD	5.8M	$1.2B
53	Kestra Advisory Services, LLC	12.5M	$1.2B
54	BANK OF MONTREAL /CAN/	6.5M	$1.1B
55	Cresset Asset Management, LLC	7.1M	$1.1B
56	TEXAS PERMANENT SCHOOL FUND CORP	5.5M	$1.0B
57	INDEPENDENT FINANCIAL GROUP, LLC	10.4M	$1.0B
58	US BANCORP \DE\	3.3M	$1.0B
59	TWO SIGMA INVESTMENTS, LP	11.5M	$1.0B
60	CIBC WORLD MARKET INC.	4.2M	$982M
61	MILLENNIUM MANAGEMENT LLC	22.8M	$905M
62	Aptus Capital Advisors, LLC	40.5M	$886M
63	Brevan Howard Capital Management LP	1.6M	$859M
64	Independent Advisor Alliance	13.7M	$842M
65	MAI Capital Management	19.3M	$826M
66	ALKEON CAPITAL MANAGEMENT LLC	1.3M	$765M
67	HSBC HOLDINGS PLC	6.2M	$753M
68	Empower Advisory Group, LLC	35.3M	$739M
69	Hancock Prospecting Pty Ltd	1.3M	$737M
70	Japan Science & Technology Agency	3.2M	$730M
71	Creative Planning	6.9M	$729M
72	Focus Partners Wealth	11.9M	$714M
73	Migdal Insurance & Financial Holdings Ltd.	7.3M	$698M
74	Brookstone Capital Management	14.3M	$694M
75	AQR CAPITAL MANAGEMENT LLC	15.2M	$683M
76	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	12.1M	$680M
77	MERCER GLOBAL ADVISORS INC /ADV	10.9M	$676M
78	Connor, Clark & Lunn Investment Management Ltd.	9.9M	$634M
79	TD Asset Management Inc	3.9M	$617M
80	Wealthfront Advisers LLC	18.6M	$608M
81	BLAIR WILLIAM & CO/IL	3.4M	$581M
82	NISSAY ASSET MANAGEMENT CORP /JAPAN	1.5M	$576M
83	STATE STREET CORP	27.0M	$572M
84	CAPTRUST FINANCIAL ADVISORS	9.4M	$568M
85	Baird Financial Group, Inc.	11.1M	$553M
86	Clearstead Advisors, LLC	18.7M	$548M
87	Fusion Family Wealth, LLC	8.6M	$526M
88	DIMENSIONAL FUND ADVISORS LP	21.4M	$519M
89	BARINGS LLC	939K	$512M
90	Norinchukin Bank, The	1.4M	$495M
91	Corient Private Wealth LLC	6.8M	$485M
92	Steward Partners Investment Advisory, LLC	4.8M	$484M
93	AIA Group Ltd	828K	$478M
94	VANGUARD PORTFOLIO MANAGEMENT LLC	19.8M	$472M
95	Waverly Advisors, LLC	7.4M	$463M
96	Artemis Wealth Advisors, LLC	728K	$460M
97	Howard Capital Management Inc.	2.8M	$457M
98	Fiera Capital Corp	1.6M	$451M
99	WELLINGTON MANAGEMENT GROUP LLP	16.6M	$447M
100	Kensington Asset Management, LLC	903K	$436M

← Back to IVZ profile

Data source: SEC EDGAR Form 13F · Updated 2026-07-09