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

157 institutions reported holding $207.1M of INVESCO (BSMQ) in SEC 13F filings for 2026-06-30. Largest institutional holders: WELLS FARGO & COMPANY/MN ($12.9M), LPL Financial LLC ($10.9M), Invesco Ltd. ($9.9M), BANK OF AMERICA CORP /DE/ ($9.8M), TRUIST FINANCIAL CORP ($7.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1WELLS FARGO & COMPANY/MN$12.9M547,171Trimmed
2LPL Financial LLC$10.9M460,854Trimmed
3Invesco Ltd.$9.9M422,368Added
4BANK OF AMERICA CORP /DE/$9.8M417,403Trimmed
5TRUIST FINANCIAL CORP$7.9M335,727Added
6Key Financial Inc$6.9M292,767Added
7MORGAN STANLEY$5.8M247,990Added
8OSAIC HOLDINGS, INC.$5.2M220,583Added
9Atlantic Union Bankshares Corp$5.2M220,272Added
10Asset Dedication, LLC$4.9M206,624Added
11HUB Investment Partners, LLC$4.7M201,284Added
12NewEdge Advisors, LLC$4.6M197,332Added
13UBS Group AG$4.5M189,315Trimmed
14Integrated Wealth Concepts LLC$4.2M179,413Trimmed
15ENVESTNET ASSET MANAGEMENT INC$4.2M176,914Trimmed
16Thrivent Financial for Lutherans$4.0M169,241Added
17RAYMOND JAMES FINANCIAL INC$3.9M167,277Trimmed
18MONECO Advisors, LLC$3.7M156,263Added
19HighTower Advisors, LLC$3.7M155,418Trimmed
20Summit Financial, LLC$3.6M154,762Trimmed
21OneAscent Financial Services LLC$3.3M139,089Trimmed
22Hills Bank & Trust Co$3.2M137,043Trimmed
23PRECEDENT WEALTH PARTNERS, LLC$3.0M127,638Added
24AMERIPRISE FINANCIAL INC$2.9M123,166Added
25Financial Solutions Advisory Group, Inc.$2.6M111,930Trimmed

Source: SEC Form 13F filings · as of 2026-06-30