Who Owns INVESCO (BSMR)? -- Institutional Holders (2026-06-30)

154 institutions reported holding $242.8M of INVESCO (BSMR) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($13.8M), LPL Financial LLC ($12.1M), BANK OF AMERICA CORP /DE/ ($11.4M), WELLS FARGO & COMPANY/MN ($10.3M), Invesco Ltd. ($9.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$13.8M583,667Added
2LPL Financial LLC$12.1M511,446Added
3BANK OF AMERICA CORP /DE/$11.4M480,377Added
4WELLS FARGO & COMPANY/MN$10.3M435,082Trimmed
5Invesco Ltd.$9.8M416,301Added
6RAYMOND JAMES FINANCIAL INC$9.3M392,401Added
7Key Financial Inc$8.7M367,608Added
8Financial Solutions Advisory Group, Inc.$8.1M343,679Trimmed
9Atlantic Union Bankshares Corp$7.6M320,485Added
10HighTower Advisors, LLC$5.8M245,694Added
11UBS Group AG$5.2M222,064Trimmed
12NewEdge Advisors, LLC$5.1M217,832Added
13Thrivent Financial for Lutherans$4.8M202,894Added
14Integrated Wealth Concepts LLC$4.7M200,752Added
15PRECEDENT WEALTH PARTNERS, LLC$4.5M190,052Added
16CENTRAL VALLEY ADVISORS, LLC$4.4M184,560Added
17Hills Bank & Trust Co$4.2M178,708Trimmed
18Avior Wealth Management, LLC$4.1M171,608Trimmed
19OSAIC HOLDINGS, INC.$3.9M163,122Added
20MONECO Advisors, LLC$3.8M159,326Added
21Summit Financial, LLC$3.7M157,385Trimmed
22ENVESTNET ASSET MANAGEMENT INC$3.1M131,780Added
23AMERIPRISE FINANCIAL INC$3.0M127,095Added
24Asset Dedication, LLC$3.0M124,958Added
25COMMONWEALTH EQUITY SERVICES, LLC$2.6M110,974Added

来源：SEC 13F 申报文件 · 截至 2026-06-30