IVZ — Invesco Ltd Institutional Holders · Q3 2026

Name: Who Owns IVZ? 29 Institutions Hold $19.6M (Q3 2026)
Creator: ko.io

Who owns Invesco Ltd (IVZ)? 29 institutions reported holding $19.62M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Vista Investment Partners LLC ($5.4M), Cacti Asset Management LLC ($5.3M), Parrish Capital LLC ($1.4M).

Rank	Institution	Value	Shares	Change
1	VISTA INVESTMENT PARTNERS LLC	$5.4M	178,385	Trimmed
2	CACTI ASSET MANAGEMENT LLC	$5.3M	175,180	Hold
3	Parrish Capital LLC	$1.4M	47,709	Trimmed
4	GAMMA Investing LLC	$1.3M	41,904	Added
5	Farther Finance Advisors, LLC	$845,131	28,022	Added
6	Gradient Investments LLC	$833,456	27,634	Trimmed
7	Venture Visionary Partners LLC	$740,229	24,543	Added
8	Wedmont Private Capital	$722,546	24,013	Added
9	Sound Income Strategies, LLC	$671,639	22,321	New
10	CX Institutional	$520,000	17,228	Added
11	Versant Capital Management, Inc	$458,191	15,192	Added
12	ANB BANK	$364,966	12,101	Hold
13	Everhart Financial Group, Inc.	$274,094	9,088	New
14	LifeGoal Investments, LLC	$231,749	7,684	New
15	RIVERSEDGE ADVISORS, LLC	$221,435	7,342	New
16	Wealth Enhancement Trust Services, Inc.	$124,350	4,123	Trimmed
17	AMERICAN NATIONAL BANK & TRUST	$62,039	2,057	Trimmed
18	MassMutual Private Wealth & Trust, FSB	$44,124	1,463	Added
19	ELEVATION WEALTH PARTNERS, LLC	$30,462	1,010	Added
20	Rosenberg Matthew Hamilton	$28,652	950	Hold
21	Grove Bank & Trust	$10,646	353	Hold
22	CoreCap Advisors, LLC	$9,229	306	Added
23	Marquette Asset Management, LLC	$5,640	187	Hold
24	GoalVest Advisory LLC	$5,248	174	New
25	Retirement Wealth Solutions LLC	$3,016	100	Hold

Source: SEC Form 13F filings · as of 2026-09-30