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 |
|---|---|---|---|---|---|
| Golden State Wealth Management, LLC | 20,500 | $47.3 萬 | 0.09% | −199−1.0% | 減碼 |
| Louisiana State Employees Retirement System | 21,500 | $46.7 萬 | 0.01% | +100+0.5% | 加碼 |
| Eagle Rock Investment Company, LLC | 20,175 | $46.5 萬 | 0.10% | 00.0% | 不變 |
| Wealth Management Associates, Inc. | 20,080 | $46.3 萬 | 0.26% | +4,715+30.7% | 加碼 |
| New Mexico Educational Retirement Board | 19,814 | $45.7 萬 | 0.02% | −1,000−4.8% | 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 |
| Canada Pension Plan Investment Board | 19,246 | $44.3 萬 | 0.00% | −1,020,824−98.1% | 減碼 |
| Meeder Asset Management Inc | 18,414 | $42.4 萬 | 0.02% | +18,414 | 新進 |
| Raymond James Financial Services Advisors, Inc. | 17,897 | $41.3 萬 | 0.00% | −6,055−25.3% | 減碼 |
| Visionary Wealth Advisors | 17,866 | $41.2 萬 | 0.03% | +866+5.1% | 加碼 |
| Winfield Associates, Inc. | 17,825 | $41.1 萬 | 0.15% | +730+4.3% | 加碼 |
| 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 |
| Laurel Wealth Advisors, Inc. | 17,587 | $40.5 萬 | 0.03% | 00.0% | 不變 |
| Glenmede Trust Co NA | 17,485 | $40.2 萬 | 0.00% | −24,070−57.9% | 減碼 |
| MML Investors Services, LLC | 17,190 | $39.6 萬 | 0.00% | −190−1.1% | 減碼 |
| Gibraltar Capital Management, Inc. | 16,925 | $39.0 萬 | 0.16% | +16,925 | 新進 |
| Proffitt & Goodson Inc | 16,829 | $38.8 萬 | 0.07% | −669−3.8% | 減碼 |
| 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 |
| Savant Capital, LLC | 16,657 | $38.4 萬 | 0.01% | +1,652+11.0% | 加碼 |
| DGS Capital Management, LLC | 16,270 | $37.5 萬 | 0.23% | +3,819+30.7% | 加碼 |
| Kestra Private Wealth Services, LLC | 16,203 | $37.4 萬 | 0.02% | −2,480−13.3% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 16,089 | $37.1 萬 | 0.02% | 00.0% | 不變 |
| APG Asset Management N.V. | 17,831 | $37.0 萬 | 0.00% | −107,300−85.8% | 減碼 |
| Purus Wealth Management, LLC | 15,957 | $36.8 萬 | 0.25% | +133+0.8% | 加碼 |
| M&T Bank Corp | 15,862 | $36.6 萬 | 0.00% | +1,046+7.1% | 加碼 |
| Morningstar Investment Services LLC | 15,311 | $35.8 萬 | 0.00% | +882+6.1% | 加碼 |
| Sowell Financial Services LLC | 20,465 | $35.8 萬 | 0.06% | +7,760+61.1% | 加碼 |
| ARGA Investment Management, LP | 15,407 | $35.5 萬 | 0.02% | 00.0% | 不變 |
| Captrust Financial Advisors | 15,262 | $35.2 萬 | 0.00% | +329+2.2% | 加碼 |
| Brewin Dolphin Ltd | 15,227 | $35.1 萬 | 0.01% | 00.0% | 不變 |
| Sigma Planning Corp | 15,193 | $35.0 萬 | 0.01% | +404+2.7% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 15,136 | $34.9 萬 | 0.03% | −551−3.5% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 15,105 | $34.8 萬 | 0.03% | −1,200−7.4% | 減碼 |
| Employees Retirement System of Texas | 15,000 | $34.6 萬 | 0.00% | +5,000+50.0% | 加碼 |
| Natixis Investment Managers International | 14,968 | $34.5 萬 | 0.01% | +14,968 | 新進 |
| Carret Asset Management, LLC | 14,800 | $34.1 萬 | 0.04% | 00.0% | 不變 |
| Mackenzie Financial Corp | 14,536 | $33.5 萬 | 0.00% | +4,176+40.3% | 加碼 |
| Novare Capital Management LLC | 14,500 | $33.4 萬 | 0.04% | 00.0% | 不變 |
| Pathstone Family Office, LLC | 14,393 | $33.2 萬 | 0.01% | +637+4.6% | 加碼 |
| Norinchukin Bank, The | 14,024 | $32.3 萬 | 0.00% | +2,560+22.3% | 加碼 |
| Davenport & Co LLC | 13,730 | $31.7 萬 | 0.00% | −2,268−14.2% | 減碼 |
| Verdence Capital Advisors LLC | 13,743 | $31.7 萬 | 0.04% | −1,837−11.8% | 減碼 |
| Toroso Investments, LLC | 13,510 | $31.2 萬 | 0.01% | +1,177+9.5% | 加碼 |
| Investors Asset Management of Georgia Inc | 13,273 | $30.6 萬 | 0.15% | +1,509+12.8% | 加碼 |
| Running Point Capital Advisors, LLC | 13,256 | $30.6 萬 | 0.18% | +13,256 | 新進 |
| Natixis Advisors, L.P. | 13,016 | $30.0 萬 | 0.00% | −687−5.0% | 減碼 |
| LVZ Advisors, Inc. | 12,874 | $29.7 萬 | 0.04% | −530−4.0% | 減碼 |
| Banque Pictet & Cie SA | 12,829 | $29.6 萬 | 0.00% | +12,829 | 新進 |
| Vident Investment Advisory, LLC | 12,586 | $29.0 萬 | 0.01% | +1,190+10.4% | 加碼 |
| Harfst & Associates, Inc. | 12,569 | $28.9 萬 | 0.07% | 00.0% | 不變 |
| Signaturefd, LLC | 12,483 | $28.8 萬 | 0.01% | +627+5.3% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 12,224 | $28.2 萬 | 0.00% | +1,427+13.2% | 加碼 |
| Keystone Financial Group | 12,101 | $27.9 萬 | 0.05% | +1,560+14.8% | 加碼 |
| Fulton Bank, N.A. | 12,015 | $27.7 萬 | 0.01% | −394−3.2% | 減碼 |
| Balasa Dinverno & Foltz LLC | 11,873 | $27.4 萬 | 0.02% | +2,630+28.5% | 加碼 |
| Prudential PLC | 11,853 | $27.3 萬 | 0.00% | +11,853 | 新進 |
| Financial Advocates Investment Management | 11,688 | $26.9 萬 | 0.02% | +11,688 | 新進 |
| Leonteq Securities AG | 11,376 | $26.2 萬 | 0.01% | −258−2.2% | 減碼 |
| Cresset Asset Management, LLC | 11,358 | $26.2 萬 | 0.00% | −23,159−67.1% | 減碼 |
| Occudo Quantitative Strategies LP | 11,169 | $25.8 萬 | 0.02% | +11,169 | 新進 |
| Cooper Financial Group | 11,080 | $25.6 萬 | 0.10% | −3,480−23.9% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 10,927 | $25.2 萬 | 0.06% | −2,918−21.1% | 減碼 |
| TD Waterhouse Canada Inc. | 10,560 | $25.2 萬 | 0.00% | +3,630+52.4% | 加碼 |
| Meridian Wealth Advisors, LLC | 10,798 | $24.9 萬 | 0.06% | −5,077−32.0% | 減碼 |
| Pitcairn Co | 10,747 | $24.8 萬 | 0.02% | +277+2.6% | 加碼 |
| Fayez Sarofim & Co | 10,691 | $24.7 萬 | 0.00% | 00.0% | 不變 |
| Greenleaf Trust | 10,480 | $24.2 萬 | 0.00% | +10,480 | 新進 |
| MUFG Americas Holdings Corp | 10,456 | $24.1 萬 | 0.00% | −8,176−43.9% | 減碼 |
| Forum Financial Management, LP | 10,429 | $24.0 萬 | 0.01% | 00.0% | 不變 |
| Grove Bank & Trust | 10,417 | $24.0 萬 | 0.05% | +150+1.5% | 加碼 |
| Capital Investment Advisory Services, LLC | 10,399 | $24.0 萬 | 0.03% | +590+6.0% | 加碼 |
| Ford Financial Group, LLC | 10,339 | $23.8 萬 | 0.09% | +24+0.2% | 加碼 |
| Synovus Financial Corp | 10,283 | $23.7 萬 | 0.00% | +15+0.1% | 加碼 |
| Clear Street Markets LLC | 10,240 | $23.6 萬 | 0.07% | −10,796−51.3% | 減碼 |
| Commerce Bank | 10,206 | $23.5 萬 | 0.00% | −753−6.9% | 減碼 |
| Tennessee Valley Asset Management Partners | 10,188 | $23.5 萬 | 0.08% | +12+0.1% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 10,074 | $23.2 萬 | 0.02% | +895+9.8% | 加碼 |
| Redpoint Investment Management Pty Ltd | 9,954 | $23.0 萬 | 0.02% | 00.0% | 不變 |
| Fifth Third Bancorp | 9,946 | $22.9 萬 | 0.00% | +2,003+25.2% | 加碼 |
| Nomura Holdings Inc | 9,824 | $22.9 萬 | 0.00% | +9,824 | 新進 |
| Mather Group, LLC. | 9,918 | $22.9 萬 | 0.00% | +9,918 | 新進 |
| Meiji Yasuda Life Insurance Co | 9,734 | $22.4 萬 | 0.00% | −13,988−59.0% | 減碼 |
| KBC Group NV | 9,664 | $22.3 萬 | 0.00% | −13,863−58.9% | 減碼 |
| Bessemer Group Inc | 9,517 | $22.0 萬 | 0.00% | −2,715−22.2% | 減碼 |
| Change Path, LLC | 9,442 | $21.8 萬 | 0.01% | −1,692−15.2% | 減碼 |
| Carolina Wealth Advisors, LLC | 9,453 | $21.8 萬 | 0.14% | +831+9.6% | 加碼 |
| Wetherby Asset Management Inc | 9,468 | $21.8 萬 | 0.01% | +9,468 | 新進 |
| Belpointe Asset Management LLC | 9,431 | $21.7 萬 | 0.01% | −882−8.6% | 減碼 |
| Retirement Planning Co of New England, Inc. | 9,387 | $21.6 萬 | 0.12% | +3,529+60.2% | 加碼 |
| Naples Global Advisors, LLC | 9,350 | $21.6 萬 | 0.02% | +9,350 | 新進 |
| Moors & Cabot, Inc. | 9,270 | $21.4 萬 | 0.01% | +9,270 | 新進 |
| Creative Planning | 9,236 | $21.3 萬 | 0.00% | +415+4.7% | 加碼 |
| Ieq Capital, LLC | 8,894 | $20.5 萬 | 0.00% | −898−9.2% | 減碼 |
| Maven Securities LTD | 8,906 | $20.5 萬 | 0.04% | +8,906 | 新進 |
| Keybank National Association | 8,686 | $20.0 萬 | 0.00% | −973−10.1% | 減碼 |
| Fukoku Mutual Life Insurance Co | 8,630 | $19.9 萬 | 0.02% | 00.0% | 不變 |
| Cutler Group LP | 7,757 | $17.8 萬 | 0.02% | +2,782+55.9% | 加碼 |