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 |
|---|---|---|---|---|---|
| Aigen Investment Management, LP | 54,804 | $88.4 萬 | 0.15% | +11,535+26.7% | 加碼 |
| Parallax Volatility Advisers, L.P. | 53,504 | $86.3 萬 | 0.00% | +53,504 | 新進 |
| Northwestern Mutual Wealth Management Co | 52,271 | $84.3 萬 | 0.00% | +2,805+5.7% | 加碼 |
| Bridgewater Associates, LP | 51,987 | $83.9 萬 | 0.00% | +185+0.4% | 加碼 |
| Teza Capital Management LLC | 49,567 | $80.0 萬 | 0.31% | +49,567 | 新進 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 49,026 | $79.1 萬 | 0.01% | +3,361+7.4% | 加碼 |
| State of Alaska, Department of Revenue | 48,386 | $78.0 萬 | 0.01% | +370+0.8% | 加碼 |
| HighTower Advisors, LLC | 48,365 | $77.7 萬 | 0.00% | −13,815−22.2% | 減碼 |
| F3Logic, LLC | 48,160 | $77.7 萬 | 0.14% | +48,160 | 新進 |
| Highland Capital Management, LLC | 47,688 | $76.9 萬 | 0.06% | −200−0.4% | 減碼 |
| Mariner, LLC | 47,277 | $76.3 萬 | 0.00% | −5,452−10.3% | 減碼 |
| Comerica Bank | 45,193 | $76.2 萬 | 0.01% | +143+0.3% | 加碼 |
| CIBC Asset Management Inc | 47,110 | $76.0 萬 | 0.00% | +8,724+22.7% | 加碼 |
| Disciplined Equity Management, Inc. | 46,685 | $75.3 萬 | 0.68% | +3,410+7.9% | 加碼 |
| New York Life Investment Management LLC | 46,466 | $74.9 萬 | 0.01% | +46,466 | 新進 |
| Mutual of America Capital Management LLC | 45,918 | $74.1 萬 | 0.01% | +372+0.8% | 加碼 |
| SG Americas Securities, LLC | 45,444 | $73.3 萬 | 0.01% | +39,280+637.2% | 加碼 |
| US Bancorp | 44,604 | $72.0 萬 | 0.00% | +1,652+3.8% | 加碼 |
| Capstone Investment Advisors, LLC | 44,618 | $72.0 萬 | 0.02% | +39,830+831.9% | 加碼 |
| 1832 Asset Management L.P. | 43,971 | $70.9 萬 | 0.00% | −415−0.9% | 減碼 |
| Maven Securities LTD | 43,772 | $70.6 萬 | 0.12% | +34,866+391.5% | 加碼 |
| Texas Permanent School Fund | 43,258 | $69.8 萬 | 0.01% | −1,010−2.3% | 減碼 |
| Janney Montgomery Scott LLC | 40,738 | $69.7 萬 | 0.00% | −2,207−5.1% | 減碼 |
| Quantinno Capital Management LP | 42,498 | $68.6 萬 | 0.10% | +510+1.2% | 加碼 |
| Buckley Wealth Management, LLC | 41,765 | $67.4 萬 | 0.22% | +2,630+6.7% | 加碼 |
| Wealthcare Advisory Partners LLC | 41,567 | $67.0 萬 | 0.04% | −3,955−8.7% | 減碼 |
| British Columbia Investment Management Corp | 39,999 | $64.5 萬 | 0.01% | −13,403−25.1% | 減碼 |
| Snowden Capital Advisors LLC | 40,037 | $64.5 萬 | 0.03% | +8,617+27.4% | 加碼 |
| Nissay Asset Management Corp | 39,798 | $64.2 萬 | 0.01% | +146+0.4% | 加碼 |
| Westpac Banking Corp | 39,577 | $63.8 萬 | 0.01% | +624+1.6% | 加碼 |
| Xponance, Inc. | 39,213 | $63.3 萬 | 0.01% | +17,275+78.7% | 加碼 |
| Franklin Resources Inc | 38,401 | $61.9 萬 | 0.00% | −1,687−4.2% | 減碼 |
| Mercer Global Advisors Inc | 37,994 | $61.3 萬 | 0.00% | +1,677+4.6% | 加碼 |
| Los Angeles Capital Management LLC | 37,397 | $60.3 萬 | 0.00% | −105,210−73.8% | 減碼 |
| D.A. Davidson & Co. | 37,105 | $59.9 萬 | 0.01% | −140−0.4% | 減碼 |
| Leonteq Securities AG | 36,465 | $58.8 萬 | 0.03% | +25,089+220.5% | 加碼 |
| Portland Investment Counsel Inc. | 35,983 | $58.0 萬 | 0.29% | 00.0% | 不變 |
| Stock Yards Bank & Trust Co | 35,702 | $57.6 萬 | 0.02% | +35,702 | 新進 |
| Advisor Partners LLC | 35,655 | $57.5 萬 | 0.04% | −861−2.4% | 減碼 |
| Erste Asset Management GmbH | 34,740 | $57.2 萬 | 0.01% | +6,035+21.0% | 加碼 |
| Natixis Advisors, L.P. | 35,388 | $57.1 萬 | 0.00% | +22,372+171.9% | 加碼 |
| Cutler Group LP | 34,953 | $56.3 萬 | 0.08% | +27,196+350.6% | 加碼 |
| Public Employees Retirement Association of Colorado | 34,624 | $55.8 萬 | 0.00% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 34,055 | $54.9 萬 | 0.00% | −14,799−30.3% | 減碼 |
| Janus Henderson Group PLC | 33,767 | $54.6 萬 | 0.00% | −210,614−86.2% | 減碼 |
| Investors Research Corp | 33,575 | $54.2 萬 | 0.16% | −225−0.7% | 減碼 |
| Seeyond | 33,313 | $53.7 萬 | 0.06% | +8,584+34.7% | 加碼 |
| Hilltop Holdings Inc. | 33,040 | $53.3 萬 | 0.07% | +123+0.4% | 加碼 |
| Allspring Global Investments Holdings, LLC | 32,871 | $53.0 萬 | 0.00% | −235,807−87.8% | 減碼 |
| Public Sector Pension Investment Board | 32,749 | $52.8 萬 | 0.00% | −15,146−31.6% | 減碼 |
| Hartford Investment Management Co | 32,493 | $52.4 萬 | 0.02% | +301+0.9% | 加碼 |
| Crossmark Global Holdings, Inc. | 32,411 | $52.2 萬 | 0.01% | −30−0.1% | 減碼 |
| Vontobel Holding Ltd. | 31,406 | $51.7 萬 | 0.01% | −1,745−5.3% | 減碼 |
| Trexquant Investment LP | 30,983 | $50.0 萬 | 0.02% | +30,983 | 新進 |
| Cetera Advisor Networks LLC | 30,731 | $49.5 萬 | 0.01% | +788+2.6% | 加碼 |
| IFP Advisors, Inc | 17,134 | $47.7 萬 | 0.02% | −10,187−37.3% | 減碼 |
| ARGA Investment Management, LP | 29,228 | $47.1 萬 | 0.03% | +13,821+89.7% | 加碼 |
| Cetera Advisors LLC | 28,842 | $46.5 萬 | 0.01% | +1,030+3.7% | 加碼 |
| Maryland State Retirement & Pension System | 28,738 | $46.4 萬 | 0.01% | +3,327+13.1% | 加碼 |
| Meeder Asset Management Inc | 28,382 | $45.8 萬 | 0.03% | +9,968+54.1% | 加碼 |
| Stephens Inc | 28,264 | $45.6 萬 | 0.01% | −2,699−8.7% | 減碼 |
| ARGI Investment Services, LLC | 28,026 | $45.2 萬 | 0.02% | +6,644+31.1% | 加碼 |
| United Capital Financial Advisers, LLC | 27,938 | $45.1 萬 | 0.00% | −7,700−21.6% | 減碼 |
| Ethic Inc. | 27,761 | $44.8 萬 | 0.03% | +6,927+33.2% | 加碼 |
| Neuberger Berman Group LLC | 27,269 | $44.2 萬 | 0.00% | −4,479−14.1% | 減碼 |
| Elo Mutual Pension Insurance Co | 27,184 | $43.8 萬 | 0.01% | −29,271−51.8% | 減碼 |
| Securian Asset Management, Inc | 27,183 | $43.8 萬 | 0.01% | −388−1.4% | 減碼 |
| Allstate Corp | 26,570 | $42.9 萬 | 0.01% | +26,570 | 新進 |
| Blueshift Asset Management, LLC | 26,579 | $42.9 萬 | 0.07% | +26,579 | 新進 |
| Balentine LLC | 26,305 | $42.4 萬 | 0.02% | −6,261−19.2% | 減碼 |
| National Bank of Canada | 25,931 | $42.3 萬 | 0.00% | −12,924−33.3% | 減碼 |
| Prelude Capital Management, LLC | 26,176 | $42.2 萬 | 0.02% | +26,176 | 新進 |
| Verition Fund Management LLC | 25,783 | $41.6 萬 | 0.01% | −68,770−72.7% | 減碼 |
| USS Investment Management Ltd | 25,590 | $41.3 萬 | 0.00% | −9,242−26.5% | 減碼 |
| Element Wealth, LLC | 25,539 | $41.2 萬 | 0.41% | +96+0.4% | 加碼 |
| Diversified Trust Co | 25,105 | $40.5 萬 | 0.02% | +696+2.9% | 加碼 |
| Kentucky Retirement Systems | 24,991 | $40.3 萬 | 0.02% | +3,237+14.9% | 加碼 |
| Lumina Fund Management LLC | 25,000 | $40.3 萬 | 0.20% | +7,200+40.4% | 加碼 |
| Group One Trading, L.P. | 24,661 | $39.8 萬 | 0.01% | −3,829−13.4% | 減碼 |
| Equitable Holdings, Inc. | 24,160 | $39.0 萬 | 0.01% | 00.0% | 不變 |
| Stratos Wealth Partners, LTD. | 24,134 | $38.9 萬 | 0.01% | +85+0.4% | 加碼 |
| Oppenheimer Asset Management Inc. | 23,884 | $38.5 萬 | 0.01% | −671−2.7% | 減碼 |
| Cetera Investment Advisers | 23,745 | $38.3 萬 | 0.01% | +7,042+42.2% | 加碼 |
| Natixis Investment Managers International | 23,744 | $38.2 萬 | 0.01% | +8,776+58.6% | 加碼 |
| Rockefeller Capital Management L.P. | 23,562 | $37.9 萬 | 0.00% | +272+1.2% | 加碼 |
| Louisiana State Employees Retirement System | 21,300 | $35.9 萬 | 0.01% | −200−0.9% | 減碼 |
| Nordea Investment Management AB | 22,777 | $35.8 萬 | 0.00% | +2,268+11.1% | 加碼 |
| Baldrige Asset Management LLC | 22,129 | $35.7 萬 | 0.16% | 00.0% | 不變 |
| Daiwa Securities Group Inc. | 22,143 | $35.7 萬 | 0.00% | +547+2.5% | 加碼 |
| CSS LLC | 22,000 | $35.5 萬 | 0.02% | +22,000 | 新進 |
| Simplex Trading, LLC | 21,917 | $35.3 萬 | 0.01% | +21,917 | 新進 |
| MAI Capital Management | 21,550 | $34.8 萬 | 0.01% | +21,550 | 新進 |
| NorthCrest Asset Manangement, LLC | 21,150 | $34.1 萬 | 0.02% | 00.0% | 不變 |
| Sowell Financial Services LLC | 21,100 | $34.0 萬 | 0.03% | +635+3.1% | 加碼 |
| Captrust Financial Advisors | 20,445 | $33.0 萬 | 0.00% | +5,183+34.0% | 加碼 |
| Metropolitan Life Insurance Co | 20,279 | $32.7 萬 | 0.01% | −782−3.7% | 減碼 |
| Norinchukin Bank, The | 20,279 | $32.7 萬 | 0.01% | +6,255+44.6% | 加碼 |
| Brasada Capital Management, LP | 20,250 | $32.7 萬 | 0.07% | +20,250 | 新進 |
| Eagle Rock Investment Company, LLC | 20,175 | $32.5 萬 | 0.08% | 00.0% | 不變 |
| Wealth Management Associates, Inc. | 20,080 | $32.4 萬 | 0.22% | 00.0% | 不變 |