Invesco Ltd.
IVZ- 交易所
- NYSE
- 產業
- Investment Advice
- SEC CIK
- 0000914208
近 90 天，Invesco Ltd. 內部人申報 0 筆公開市場買進、4 筆賣出；2026 年第 2 季末有 674 家機構在 13F 申報持有，市值合計 $112.0 億；大師中只有Trian 基金管理持有。
2022 年第 1 季 13F 持有人
Invesco Ltd. 在 2022/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 526
- 較 2021 年第 4 季 −34 家
- 持有股數
- 3.04 億
- 較 2021 年第 4 季 +72.4 萬 (+0.2%)
- 總市值
- $71.6 億
- 較 2021 年第 4 季 +$3,920 萬 (+0.6%)
- 新進機構
- 50
- 另有 196 家加碼
- 清倉機構
- 84
- 另有 189 家減碼
另有 8 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 IVZ 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 674 | $112.0 億 |
| 2026 年第 1 季 | 639 | $101.8 億 |
| 2025 年第 4 季 | 631 | $108.2 億 |
| 2025 年第 3 季 | 566 | $89.8 億 |
| 2025 年第 2 季 | 521 | $65.0 億 |
| 2025 年第 1 季 | 519 | $61.7 億 |
| 2024 年第 4 季 | 526 | $70.4 億 |
| 2024 年第 3 季 | 493 | $68.3 億 |
| 2024 年第 2 季 | 476 | $45.3 億 |
| 2024 年第 1 季 | 495 | $50.2 億 |
| 2023 年第 4 季 | 493 | $53.4 億 |
| 2023 年第 3 季 | 493 | $44.1 億 |
| 2023 年第 2 季 | 478 | $51.1 億 |
| 2023 年第 1 季 | 515 | $51.4 億 |
| 2022 年第 4 季 | 510 | $57.1 億 |
| 2022 年第 3 季 | 505 | $44.2 億 |
| 2022 年第 2 季 | 521 | $48.5 億 |
| 2022 年第 1 季 | 526 | $71.6 億 |
| 2021 年第 4 季 | 568 | $71.4 億 |
| 2021 年第 3 季 | 558 | $72.3 億 |
| 2021 年第 2 季 | 563 | $77.9 億 |
| 2021 年第 1 季 | 537 | $73.9 億 |
2022 年第 1 季持有機構
每家機構持有 Invesco Ltd. 的股數、市值與佔組合比重；股數變化跟 2021 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Beacon Investment Advisory Services, Inc. | 16,089 | $37.1 萬 | 0.02% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 16,203 | $37.4 萬 | 0.02% | −2,480−13.3% | 減碼 |
| DGS Capital Management, LLC | 16,270 | $37.5 萬 | 0.23% | +3,819+30.7% | 加碼 |
| Savant Capital, LLC | 16,657 | $38.4 萬 | 0.01% | +1,652+11.0% | 加碼 |
| Cetera Investment Advisers | 16,703 | $38.5 萬 | 0.01% | −5,296−24.1% | 減碼 |
| Unison Advisors LLC | 16,716 | $38.5 萬 | 0.09% | +122+0.7% | 加碼 |
| Proffitt & Goodson Inc | 16,829 | $38.8 萬 | 0.07% | −669−3.8% | 減碼 |
| Gibraltar Capital Management, Inc. | 16,925 | $39.0 萬 | 0.16% | +16,925 | 新進 |
| MML Investors Services, LLC | 17,190 | $39.6 萬 | 0.00% | −190−1.1% | 減碼 |
| Glenmede Trust Co NA | 17,485 | $40.2 萬 | 0.00% | −24,070−57.9% | 減碼 |
| Laurel Wealth Advisors, Inc. | 17,587 | $40.5 萬 | 0.03% | 00.0% | 不變 |
| Neo Ivy Capital Management | 17,820 | $41.0 萬 | 0.37% | +17,807+136,976.9% | 加碼 |
| Lumina Fund Management LLC | 17,800 | $41.0 萬 | 0.16% | +17,800 | 新進 |
| Winfield Associates, Inc. | 17,825 | $41.1 萬 | 0.15% | +730+4.3% | 加碼 |
| Visionary Wealth Advisors | 17,866 | $41.2 萬 | 0.03% | +866+5.1% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 17,897 | $41.3 萬 | 0.00% | −6,055−25.3% | 減碼 |
| Meeder Asset Management Inc | 18,414 | $42.4 萬 | 0.02% | +18,414 | 新進 |
| Canada Pension Plan Investment Board | 19,246 | $44.3 萬 | 0.00% | −1,020,824−98.1% | 減碼 |
| Millennium Management LLC | 19,547 | $45.1 萬 | 0.00% | −2,925,660−99.3% | 減碼 |
| William Blair Investment Management, LLC | 19,551 | $45.1 萬 | 0.00% | +1,020+5.5% | 加碼 |
| New Mexico Educational Retirement Board | 19,814 | $45.7 萬 | 0.02% | −1,000−4.8% | 減碼 |
| Wealth Management Associates, Inc. | 20,080 | $46.3 萬 | 0.26% | +4,715+30.7% | 加碼 |
| Eagle Rock Investment Company, LLC | 20,175 | $46.5 萬 | 0.10% | 00.0% | 不變 |
| Louisiana State Employees Retirement System | 21,500 | $46.7 萬 | 0.01% | +100+0.5% | 加碼 |
| Golden State Wealth Management, LLC | 20,500 | $47.3 萬 | 0.09% | −199−1.0% | 減碼 |
| Beacon Pointe Advisors, LLC | 20,557 | $47.4 萬 | 0.01% | +5,890+40.2% | 加碼 |
| Corient Capital Partners, LLC | 20,756 | $47.9 萬 | 0.03% | +2,844+15.9% | 加碼 |
| Ethic Inc. | 20,834 | $48.0 萬 | 0.03% | −3,452−14.2% | 減碼 |
| Metropolitan Life Insurance Co | 21,061 | $48.6 萬 | 0.02% | −17,791−45.8% | 減碼 |
| Nordea Investment Management AB | 20,509 | $48.6 萬 | 0.00% | +1,066+5.5% | 加碼 |
| NorthCrest Asset Manangement, LLC | 21,150 | $48.8 萬 | 0.02% | +21,150 | 新進 |
| ARGI Investment Services, LLC | 21,382 | $49.3 萬 | 0.01% | −6,177−22.4% | 減碼 |
| LSV Asset Management | 21,500 | $49.6 萬 | 0.00% | 00.0% | 不變 |
| Daiwa Securities Group Inc. | 21,596 | $49.8 萬 | 0.00% | +625+3.0% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 21,701 | $50.0 萬 | 0.01% | 00.0% | 不變 |
| Kentucky Retirement Systems | 21,754 | $50.2 萬 | 0.02% | +793+3.8% | 加碼 |
| Xponance, Inc. | 21,938 | $50.6 萬 | 0.01% | −122−0.6% | 減碼 |
| Baldrige Asset Management LLC | 22,129 | $51.0 萬 | 0.21% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 23,290 | $53.7 萬 | 0.00% | −275−1.2% | 減碼 |
| Strategic Wealth Advisors Group, LLC | 23,660 | $54.1 萬 | 0.02% | −2,542−9.7% | 減碼 |
| Stratos Wealth Partners, LTD. | 24,049 | $55.5 萬 | 0.01% | +2,248+10.3% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 24,124 | $55.6 萬 | 0.01% | −959,959−97.5% | 減碼 |
| Equitable Holdings, Inc. | 24,160 | $55.7 萬 | 0.01% | 00.0% | 不變 |
| Diversified Trust Co | 24,409 | $56.3 萬 | 0.02% | +24,409 | 新進 |
| Oppenheimer Asset Management Inc. | 24,555 | $56.6 萬 | 0.01% | +530+2.2% | 加碼 |
| Seeyond | 24,729 | $57.0 萬 | 0.06% | −259−1.0% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 24,748 | $57.1 萬 | 0.03% | −420−1.7% | 減碼 |
| Maryland State Retirement & Pension System | 25,411 | $58.6 萬 | 0.02% | 00.0% | 不變 |
| Element Wealth, LLC | 25,443 | $58.7 萬 | 0.47% | −1,307−4.9% | 減碼 |
| Securian Asset Management, Inc | 27,571 | $63.6 萬 | 0.01% | −606−2.2% | 減碼 |
| Cetera Advisors LLC | 27,812 | $64.1 萬 | 0.01% | +2,120+8.3% | 加碼 |
| Group One Trading, L.P. | 28,490 | $65.7 萬 | 0.01% | +28,490 | 新進 |
| Erste Asset Management GmbH | 28,705 | $67.2 萬 | 0.01% | +14,291+99.1% | 加碼 |
| Jane Street Group, LLC | 29,157 | $67.3 萬 | 0.00% | +7,095+32.2% | 加碼 |
| Old National Bancorp | 29,697 | $68.5 萬 | 0.03% | −4,042−12.0% | 減碼 |
| Cetera Advisor Networks LLC | 29,943 | $69.0 萬 | 0.01% | +1,302+4.5% | 加碼 |
| Stephens Inc | 30,963 | $71.4 萬 | 0.01% | −3,972−11.4% | 減碼 |
| Snowden Capital Advisors LLC | 31,420 | $72.4 萬 | 0.03% | +26,069+487.2% | 加碼 |
| Neuberger Berman Group LLC | 31,748 | $73.5 萬 | 0.00% | +9,306+41.5% | 加碼 |
| Hartford Investment Management Co | 32,192 | $74.2 萬 | 0.02% | −2,486−7.2% | 減碼 |
| Crossmark Global Holdings, Inc. | 32,441 | $74.8 萬 | 0.02% | −3,589−10.0% | 減碼 |
| Balentine LLC | 32,566 | $75.1 萬 | 0.03% | +32,566 | 新進 |
| Hilltop Holdings Inc. | 32,917 | $75.9 萬 | 0.09% | +2,510+8.3% | 加碼 |
| JustInvest LLC | 32,929 | $75.9 萬 | 0.04% | +23,491+248.9% | 加碼 |
| IFP Advisors, Inc | 27,321 | $76.2 萬 | 0.01% | +17,287+172.3% | 加碼 |
| Caz Investments LP | 33,200 | $76.6 萬 | 1.20% | 00.0% | 不變 |
| Vontobel Holding Ltd. | 33,151 | $77.7 萬 | 0.01% | −246−0.7% | 減碼 |
| Investors Research Corp | 33,800 | $77.9 萬 | 0.22% | +725+2.2% | 加碼 |
| Cubist Systematic Strategies, LLC | 33,836 | $78.0 萬 | 0.01% | −223,435−86.8% | 減碼 |
| Public Employees Retirement Association of Colorado | 34,624 | $79.8 萬 | 0.00% | 00.0% | 不變 |
| USS Investment Management Ltd | 34,832 | $80.3 萬 | 0.01% | −51,346−59.6% | 減碼 |
| Avestar Capital, LLC | 35,404 | $81.6 萬 | 0.15% | +8,707+32.6% | 加碼 |
| United Capital Financial Advisers, LLC | 35,638 | $82.2 萬 | 0.00% | −3,254−8.4% | 減碼 |
| CIBC Private Wealth Group, LLC | 35,748 | $82.4 萬 | 0.00% | +15,173+73.7% | 加碼 |
| Portland Investment Counsel Inc. | 35,983 | $83.0 萬 | 0.44% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 36,317 | $83.7 萬 | 0.00% | +1,271+3.6% | 加碼 |
| Advisor Partners LLC | 36,516 | $84.2 萬 | 0.05% | −8,293−18.5% | 減碼 |
| D.A. Davidson & Co. | 37,245 | $85.9 萬 | 0.01% | −8,230−18.1% | 減碼 |
| National Bank of Canada | 38,855 | $87.4 萬 | 0.00% | +1,424+3.8% | 加碼 |
| IFG Advisory, LLC | 38,049 | $87.7 萬 | 0.09% | −2,024−5.1% | 減碼 |
| Caas Capital Management LP | 38,209 | $88.1 萬 | 0.16% | +32,822+609.3% | 加碼 |
| CIBC Asset Management Inc | 38,386 | $88.5 萬 | 0.00% | +336+0.9% | 加碼 |
| Westpac Banking Corp | 38,953 | $89.8 萬 | 0.01% | +18,662+92.0% | 加碼 |
| Buckley Wealth Management, LLC | 39,135 | $90.2 萬 | 0.24% | +5,545+16.5% | 加碼 |
| Nissay Asset Management Corp | 39,652 | $91.4 萬 | 0.01% | +665+1.7% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 40,000 | $92.2 萬 | 0.00% | −14,500−26.6% | 減碼 |
| Franklin Resources Inc | 40,088 | $92.4 萬 | 0.00% | −60,043−60.0% | 減碼 |
| Connectus Wealth, LLC | 41,008 | $94.4 萬 | 0.03% | −465−1.1% | 減碼 |
| Quantinno Capital Management LP | 41,988 | $96.8 萬 | 0.15% | +24,936+146.2% | 加碼 |
| Polianta Ltd | 42,100 | $97.0 萬 | 0.64% | −15,000−26.3% | 減碼 |
| Comerica Bank | 45,050 | $97.9 萬 | 0.01% | −644−1.4% | 減碼 |
| US Bancorp | 42,952 | $98.9 萬 | 0.00% | +15,852+58.5% | 加碼 |
| Janney Montgomery Scott LLC | 42,945 | $99.0 萬 | 0.00% | −5,630−11.6% | 減碼 |
| Aigen Investment Management, LP | 43,269 | $99.8 萬 | 0.17% | −17,565−28.9% | 減碼 |
| Disciplined Equity Management, Inc. | 43,275 | $99.8 萬 | 1.00% | +1,770+4.3% | 加碼 |
| 1832 Asset Management L.P. | 44,386 | $100.9 萬 | 0.00% | +44,386 | 新進 |
| Twin Tree Management, LP | 44,234 | $102.0 萬 | 0.02% | +34,762+367.0% | 加碼 |
| Texas Permanent School Fund | 44,268 | $102.1 萬 | 0.01% | −2,807−6.0% | 減碼 |
| Estate Counselors, LLC | 44,472 | $102.5 萬 | 0.13% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 45,522 | $105.0 萬 | 0.06% | −398−0.9% | 減碼 |