18 institutions reported holding $48.9M of INVESCO LTD (IVZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: Sonoma Allocations LLC ($38.3M), CACTI ASSET MANAGEMENT LLC ($4.6M), Czech National Bank ($3.3M), GAMMA Investing LLC ($1.0M), Gradient Investments LLC ($741,879). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Sonoma Allocations LLC | $38.3M | 447,018 | New |
| 2 | CACTI ASSET MANAGEMENT LLC | $4.6M | 175,180 | Hold |
| 3 | Czech National Bank | $3.3M | 126,179 | Added |
| 4 | GAMMA Investing LLC | $1.0M | 39,656 | Added |
| 5 | Gradient Investments LLC | $741,879 | 28,112 | New |
| 6 | CX Institutional | $432,000 | 16,358 | Added |
| 7 | Versant Capital Management, Inc | $376,849 | 14,280 | Added |
| 8 | MassMutual Private Wealth & Trust, FSB | $33,014 | 1,251 | Trimmed |
| 9 | Dogwood Wealth Management LLC | $13,230 | 501 | Added |
| 10 | ELEVATION WEALTH PARTNERS, LLC | $11,058 | 419 | Added |
| 11 | Grove Bank & Trust | $9,316 | 353 | Added |
| 12 | Hilltop National Bank | $4,275 | 162 | Hold |
| 13 | CoreCap Advisors, LLC | $3,114 | 118 | Trimmed |
| 14 | Retirement Wealth Solutions LLC | $2,639 | 100 | Trimmed |
| 15 | Arlington Trust Co LLC | $2,058 | 78 | Hold |
| 16 | 3 FACTOR INDEXING, LLC | $132 | 5 | Hold |
| 17 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $0 | 0 | Exited |
| 18 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30