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 2 季 13F 持有人
Invesco Ltd. 在 2022/6/30 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
- 521
- 較 2022 年第 1 季 +7 家
- 持有股數
- 3.00 億
- 較 2022 年第 1 季 +148.1 萬 (+0.5%)
- 總市值
- $48.5 億
- 較 2022 年第 1 季 −$22.0 億 (−31.2%)
- 新進機構
- 66
- 另有 203 家加碼
- 清倉機構
- 59
- 另有 173 家減碼
另有 12 家機構在 2022 年第 1 季持有、還沒有申報 2022 年第 2 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 2 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 1,384 | $2.20 萬 | 0.00% | −19−1.4% | 減碼 |
| DuPont Capital Management Corp | 1,421 | $2.30 萬 | 0.00% | −228−13.8% | 減碼 |
| Quent Capital, LLC | 1,413 | $2.30 萬 | 0.00% | −222−13.6% | 減碼 |
| McIlrath & Eck, LLC | 1,434 | $2.30 萬 | 0.01% | 00.0% | 不變 |
| MCF Advisors LLC | 1,462 | $2.40 萬 | 0.00% | +57+4.1% | 加碼 |
| Asset Dedication, LLC | 1,700 | $2.70 萬 | 0.00% | 00.0% | 不變 |
| Orion Capital Management LLC | 1,700 | $2.70 萬 | 0.02% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 1,750 | $2.80 萬 | 0.00% | +1,750 | 新進 |
| Concord Wealth Partners | 1,831 | $3.00 萬 | 0.01% | −109−5.6% | 減碼 |
| AdvisorNet Financial, Inc | 1,955 | $3.20 萬 | 0.00% | −925−32.1% | 減碼 |
| Sandy Spring Bank | 2,000 | $3.20 萬 | 0.00% | 00.0% | 不變 |
| Exchange Traded Concepts, LLC | 1,995 | $3.20 萬 | 0.00% | +1,995 | 新進 |
| Private Capital Group, LLC | 2,095 | $3.40 萬 | 0.03% | −121−5.5% | 減碼 |
| American Portfolios Advisors | 2,230 | $3.60 萬 | 0.00% | +632+39.5% | 加碼 |
| Sentry Investment Management LLC | 2,238 | $3.60 萬 | 0.02% | +2,238 | 新進 |
| TCI Wealth Advisors, Inc. | 2,619 | $4.20 萬 | 0.01% | −17−0.6% | 減碼 |
| Silvant Capital Management LLC | 2,649 | $4.30 萬 | 0.01% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 2,684 | $4.30 萬 | 0.00% | +1,947+264.2% | 加碼 |
| Riverview Trust Co | 2,999 | $4.80 萬 | 0.04% | +2,999 | 新進 |
| Quadrant Capital Group LLC | 3,289 | $5.30 萬 | 0.01% | +1,642+99.7% | 加碼 |
| NVWM, LLC | 3,425 | $5.50 萬 | 0.02% | 00.0% | 不變 |
| Longfellow Investment Management Co LLC | 3,430 | $5.60 萬 | 0.01% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 3,555 | $5.73 萬 | 0.00% | −214−5.7% | 減碼 |
| Prospera Financial Services Inc | 3,892 | $6.30 萬 | 0.00% | −818−17.4% | 減碼 |
| Deseret Mutual Benefit Administrators | 4,033 | $6.50 萬 | 0.01% | 00.0% | 不變 |
| Huntington National Bank | 4,429 | $7.10 萬 | 0.00% | −1,227−21.7% | 減碼 |
| Ellevest, Inc. | 4,506 | $7.30 萬 | 0.01% | +2,385+112.4% | 加碼 |
| Ameritas Investment Partners, Inc. | 4,598 | $7.40 萬 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 4,663 | $7.50 萬 | 0.02% | +4,075+693.0% | 加碼 |
| Northwest Investment Counselors, LLC | 4,897 | $7.90 萬 | 0.02% | 00.0% | 不變 |
| Optimum Investment Advisors | 5,300 | $8.50 萬 | 0.04% | 00.0% | 不變 |
| Van Eck Associates Corp | 5,630 | $9.10 萬 | 0.00% | +1,405+33.3% | 加碼 |
| Harvest Fund Management Co., Ltd | 6,580 | $10.6 萬 | 0.03% | 00.0% | 不變 |
| Parallel Advisors, LLC | 6,750 | $10.9 萬 | 0.01% | +1,703+33.7% | 加碼 |
| CWM, LLC | 6,834 | $11.0 萬 | 0.00% | +1,413+26.1% | 加碼 |
| Fieldpoint Private Securities, LLC | 7,032 | $11.3 萬 | 0.03% | −440−5.9% | 減碼 |
| MUFG Americas Holdings Corp | 7,041 | $11.4 萬 | 0.00% | −3,415−32.7% | 減碼 |
| Banque Cantonale Vaudoise | 7,504 | $12.1 萬 | 0.01% | 00.0% | 不變 |
| Altshuler Shaham Ltd | 7,691 | $12.4 萬 | 0.00% | +199+2.7% | 加碼 |
| Assetmark, Inc | 8,361 | $13.5 萬 | 0.00% | +6,581+369.7% | 加碼 |
| Fukoku Mutual Life Insurance Co | 8,630 | $13.9 萬 | 0.01% | 00.0% | 不變 |
| First National Bank of South Miami | 9,384 | $15.1 萬 | 0.10% | +2,703+40.5% | 加碼 |
| Belpointe Asset Management LLC | 9,431 | $15.2 萬 | 0.01% | 00.0% | 不變 |
| KBC Group NV | 9,664 | $15.6 萬 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 10,148 | $16.4 萬 | 0.00% | +631+6.6% | 加碼 |
| Synovus Financial Corp | 10,302 | $16.5 萬 | 0.00% | +19+0.2% | 加碼 |
| Ieq Capital, LLC | 10,234 | $16.5 萬 | 0.00% | +1,340+15.1% | 加碼 |
| Ford Financial Group, LLC | 10,367 | $16.7 萬 | 0.07% | +28+0.3% | 加碼 |
| Cerity Partners LLC | 10,472 | $16.9 萬 | 0.00% | +10,472 | 新進 |
| Pacer Advisors, Inc. | 10,546 | $17.0 萬 | 0.00% | −324,640−96.9% | 減碼 |
| Clear Street Markets LLC | 10,605 | $17.1 萬 | 0.06% | +365+3.6% | 加碼 |
| Fayez Sarofim & Co | 10,691 | $17.2 萬 | 0.00% | 00.0% | 不變 |
| Meridian Wealth Advisors, LLC | 10,798 | $17.4 萬 | 0.05% | 00.0% | 不變 |
| Tennessee Valley Asset Management Partners | 10,768 | $17.4 萬 | 0.07% | +580+5.7% | 加碼 |
| Moors & Cabot, Inc. | 10,780 | $17.4 萬 | 0.01% | +1,510+16.3% | 加碼 |
| Keybank National Association | 11,115 | $17.9 萬 | 0.00% | +2,429+28.0% | 加碼 |
| Carolina Wealth Advisors, LLC | 11,327 | $18.3 萬 | 0.12% | +1,874+19.8% | 加碼 |
| Paragon Capital Management Ltd | 11,364 | $18.3 萬 | 0.05% | +11,364 | 新進 |
| Kentucky Retirement Systems Insurance Trust Fund | 11,504 | $18.6 萬 | 0.02% | +1,430+14.2% | 加碼 |
| Greenleaf Trust | 11,568 | $18.7 萬 | 0.00% | +1,088+10.4% | 加碼 |
| Forum Financial Management, LP | 11,565 | $18.7 萬 | 0.01% | +1,136+10.9% | 加碼 |
| Coldstream Capital Management Inc | 11,646 | $18.8 萬 | 0.01% | +11,646 | 新進 |
| Commerce Bank | 11,804 | $19.1 萬 | 0.00% | +1,598+15.7% | 加碼 |
| Retirement Planning Co of New England, Inc. | 11,875 | $19.1 萬 | 0.13% | +2,488+26.5% | 加碼 |
| Tower Research Capital LLC (TRC) | 11,995 | $19.3 萬 | 0.00% | −49,242−80.4% | 減碼 |
| Sciencast Management LP | 10,902 | $19.3 萬 | 0.04% | +10,902 | 新進 |
| Keystone Financial Group | 12,135 | $19.6 萬 | 0.04% | +34+0.3% | 加碼 |
| Prudential PLC | 12,152 | $19.6 萬 | 0.00% | +299+2.5% | 加碼 |
| MQS Management LLC | 12,138 | $19.6 萬 | 0.13% | +12,138 | 新進 |
| Centennial Wealth Advisory LLC | 12,138 | $19.6 萬 | 0.11% | +12,138 | 新進 |
| William Blair Investment Management, LLC | 12,269 | $19.8 萬 | 0.00% | −7,282−37.2% | 減碼 |
| Fifth Third Bancorp | 12,306 | $19.8 萬 | 0.00% | +2,360+23.7% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 12,509 | $20.2 萬 | 0.00% | −27,491−68.7% | 減碼 |
| Laurel Wealth Advisors, Inc. | 12,487 | $20.2 萬 | 0.02% | −5,100−29.0% | 減碼 |
| United Services Automobile Association | 12,496 | $20.2 萬 | 0.01% | +12,496 | 新進 |
| Running Point Capital Advisors, LLC | 13,045 | $21.0 萬 | 0.13% | −211−1.6% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 13,411 | $21.6 萬 | 0.02% | −1,725−11.4% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 13,581 | $21.9 萬 | 0.00% | +1,357+11.1% | 加碼 |
| Bayesian Capital Management, LP | 13,600 | $21.9 萬 | 0.04% | +13,600 | 新進 |
| APG Asset Management N.V. | 14,531 | $22.4 萬 | 0.00% | −3,300−18.5% | 減碼 |
| Investors Asset Management of Georgia Inc | 13,883 | $22.4 萬 | 0.12% | +610+4.6% | 加碼 |
| Paloma Partners Management Co | 14,200 | $22.9 萬 | 0.02% | +14,200 | 新進 |
| Kestra Private Wealth Services, LLC | 14,302 | $23.1 萬 | 0.01% | −1,901−11.7% | 減碼 |
| Verdence Capital Advisors LLC | 14,387 | $23.2 萬 | 0.03% | +644+4.7% | 加碼 |
| Novare Capital Management LLC | 14,500 | $23.4 萬 | 0.03% | 00.0% | 不變 |
| LVZ Advisors, Inc. | 14,659 | $23.6 萬 | 0.04% | +1,785+13.9% | 加碼 |
| Twin Tree Management, LP | 14,699 | $23.7 萬 | 0.00% | −29,535−66.8% | 減碼 |
| Jane Street Group, LLC | 14,787 | $23.8 萬 | 0.00% | −14,370−49.3% | 減碼 |
| Brewin Dolphin Ltd | 14,727 | $23.8 萬 | 0.01% | −500−3.3% | 減碼 |
| Carret Asset Management, LLC | 14,800 | $23.9 萬 | 0.03% | 00.0% | 不變 |
| Corient Capital Partners, LLC | 14,846 | $24.0 萬 | 0.02% | −5,910−28.5% | 減碼 |
| Beacon Pointe Advisors, LLC | 14,938 | $24.2 萬 | 0.01% | −5,619−27.3% | 減碼 |
| Pathstone Family Office, LLC | 15,098 | $24.4 萬 | 0.01% | +705+4.9% | 加碼 |
| Signaturefd, LLC | 15,152 | $24.4 萬 | 0.01% | +2,669+21.4% | 加碼 |
| Sigma Planning Corp | 15,384 | $24.8 萬 | 0.01% | +191+1.3% | 加碼 |
| Toroso Investments, LLC | 15,982 | $25.8 萬 | 0.01% | +2,472+18.3% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 16,058 | $25.9 萬 | 0.01% | −31−0.2% | 減碼 |
| Purus Wealth Management, LLC | 16,115 | $26.0 萬 | 0.23% | +158+1.0% | 加碼 |
| LSV Asset Management | 16,200 | $26.1 萬 | 0.00% | −5,300−24.7% | 減碼 |
| M&T Bank Corp | 19,553 | $26.2 萬 | 0.00% | +3,691+23.3% | 加碼 |