# INVESCO LTD (IVZ)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IVZ/

- Reporting holders: 27
- Reported value: $19.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [VISTA INVESTMENT PARTNERS LLC](https://holderbook.com/funds/2023386-vista-investment-partners-llc/) | $5.4M | 178,385 | 1.4% | 3 |
| [CACTI ASSET MANAGEMENT LLC](https://holderbook.com/funds/1452208-cacti-asset-management-llc/) | $5.3M | 175,180 | 0.3% | 24 |
| [Parrish Capital LLC](https://holderbook.com/funds/2131053-parrish-capital-llc/) | $1.4M | 47,709 | 1.4% | 4 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $1.3M | 41,904 | 0.0% | 12 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $845.1K | 28,022 | 0.0% | 16 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $833.5K | 27,634 | 0.0% | 2 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $740.2K | 24,543 | 0.0% | 11 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $722.5K | 24,013 | 0.0% | 12 |
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $671.6K | 22,321 | 0.0% | 1 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $458.2K | 15,192 | 0.0% | 15 |
| [ANB BANK](https://holderbook.com/funds/2067126-anb-bank/) | $365.0K | 12,101 | 0.1% | 5 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $274.1K | 9,088 | 0.0% | 1 |
| [LifeGoal Investments, LLC](https://holderbook.com/funds/2054684-lifegoal-investments-llc/) | $231.7K | 7,684 | 0.1% | 1 |
| [RIVERSEDGE ADVISORS, LLC](https://holderbook.com/funds/1787663-riversedge-advisors-llc/) | $221.4K | 7,342 | 0.0% | 1 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $124.3K | 4,123 | 0.0% | 4 |
| [AMERICAN NATIONAL BANK & TRUST](https://holderbook.com/funds/1272164-american-national-bank-trust/) | $62.0K | 2,057 | 0.0% | 4 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $44.1K | 1,463 | 0.0% | 24 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $30.5K | 1,010 | 0.0% | 5 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $28.7K | 950 | 0.0% | 22 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $10.6K | 353 | 0.0% | 8 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $9.2K | 306 | 0.0% | 11 |
| [Marquette Asset Management, LLC](https://holderbook.com/funds/1395067-marquette-asset-management-llc/) | $5.6K | 187 | 0.0% | 3 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $5.2K | 174 | 0.0% | 1 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $3.0K | 100 | 0.0% | 5 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $1.2K | 40 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 27 | $19.1M |
| Q2 2026 | 672 | $12.1B |
| Q1 2026 | 636 | $10.4B |
| Q4 2025 | 633 | $11.3B |
| Q3 2025 | 567 | $9.3B |
| Q2 2025 | 525 | $6.7B |
| Q1 2025 | 525 | $6.2B |
| Q4 2024 | 527 | $7.5B |
| Q3 2024 | 496 | $7.1B |
| Q2 2024 | 475 | $4.7B |
| Q1 2024 | 497 | $5.4B |
| Q4 2023 | 497 | $5.5B |