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 4 季 13F 持有人
Invesco Ltd. 在 2022/12/31 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
- 510
- 較 2022 年第 3 季 +11 家
- 持有股數
- 3.17 億
- 較 2022 年第 3 季 −384.4 萬 (−1.2%)
- 總市值
- $57.1 億
- 較 2022 年第 3 季 +$13.1 億 (+29.7%)
- 新進機構
- 65
- 另有 171 家加碼
- 清倉機構
- 54
- 另有 183 家減碼
另有 6 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 1,556 | $2.80 萬 | 0.00% | −2,159−58.1% | 減碼 |
| Private Trust Co NA | 1,567 | $2.80 萬 | 0.00% | +218+16.2% | 加碼 |
| Federated Hermes, Inc. | 1,568 | $2.82 萬 | 0.00% | −8,703−84.7% | 減碼 |
| Money Concepts Capital Corp | 1,688 | $3.04 萬 | 0.00% | +1,013+150.1% | 加碼 |
| Orion Capital Management LLC | 1,700 | $3.06 萬 | 0.02% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 1,750 | $3.10 萬 | 0.00% | 00.0% | 不變 |
| Asset Dedication, LLC | 1,700 | $3.10 萬 | 0.00% | 00.0% | 不變 |
| Capital Analysts, LLC | 1,724 | $3.10 萬 | 0.00% | +403+30.5% | 加碼 |
| EverSource Wealth Advisors, LLC | 1,844 | $3.32 萬 | 0.01% | +1,027+125.7% | 加碼 |
| Loomis Sayles & Co L P | 1,941 | $3.50 萬 | 0.00% | +1,785+1,144.2% | 加碼 |
| Romano Brothers and Company | 2,000 | $3.60 萬 | 0.01% | +2,000 | 新進 |
| Deseret Mutual Benefit Administrators | 2,044 | $3.68 萬 | 0.02% | −1,989−49.3% | 減碼 |
| Farther Finance Advisors, LLC | 2,050 | $3.69 萬 | 0.01% | +2,050 | 新進 |
| RFP Financial Group LLC | 2,314 | $4.16 萬 | 0.02% | +2,314 | 新進 |
| TD Waterhouse Canada Inc. | 2,091 | $4.48 萬 | 0.00% | +952+83.6% | 加碼 |
| Old North State Trust, LLC | 2,632 | $4.70 萬 | 0.03% | +962+57.6% | 加碼 |
| Silvant Capital Management LLC | 2,649 | $4.77 萬 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 2,737 | $4.93 萬 | 0.00% | 00.0% | 不變 |
| DuPont Capital Management Corp | 3,054 | $5.49 萬 | 0.00% | −18,451−85.8% | 減碼 |
| Huntington National Bank | 3,248 | $5.84 萬 | 0.00% | −1,074−24.8% | 減碼 |
| TD Private Client Wealth LLC | 3,254 | $5.85 萬 | 0.00% | +39+1.2% | 加碼 |
| TCI Wealth Advisors, Inc. | 3,353 | $6.03 萬 | 0.01% | +796+31.1% | 加碼 |
| NVWM, LLC | 3,425 | $6.16 萬 | 0.02% | 00.0% | 不變 |
| Grove Bank & Trust | 3,482 | $6.30 萬 | 0.01% | +3,482 | 新進 |
| Advisory Services Network, LLC | 3,519 | $6.33 萬 | 0.00% | +3,519 | 新進 |
| Northwest Investment Counselors, LLC | 3,822 | $6.88 萬 | 0.02% | −175−4.4% | 減碼 |
| PFG Private Wealth Management, LLC | 3,845 | $6.90 萬 | 0.04% | +3,845 | 新進 |
| Register Financial Advisors LLC | 3,336 | $6.98 萬 | 0.04% | +3,336 | 新進 |
| Harvest Fund Management Co., Ltd | 4,228 | $7.60 萬 | 0.02% | +2,285+117.6% | 加碼 |
| MCF Advisors LLC | 4,225 | $7.60 萬 | 0.01% | +333+8.6% | 加碼 |
| Ellevest, Inc. | 4,899 | $8.81 萬 | 0.01% | +1,029+26.6% | 加碼 |
| GWM Advisors LLC | 5,341 | $9.28 萬 | 0.00% | +5,341 | 新進 |
| Optimum Investment Advisors | 5,300 | $9.53 萬 | 0.05% | 00.0% | 不變 |
| Parallel Advisors, LLC | 5,314 | $9.56 萬 | 0.00% | +264+5.2% | 加碼 |
| Covestor Ltd | 5,626 | $10.1 萬 | 0.08% | +644+12.9% | 加碼 |
| Ameritas Investment Partners, Inc. | 5,598 | $10.6 萬 | 0.00% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 5,990 | $10.7 萬 | 0.00% | −17,593−74.6% | 減碼 |
| Twin Tree Management, LP | 5,951 | $10.7 萬 | 0.00% | +5,951 | 新進 |
| Altshuler Shaham Ltd | 5,962 | $10.7 萬 | 0.00% | −932−13.5% | 減碼 |
| Bessemer Group Inc | 6,909 | $12.4 萬 | 0.00% | −1,952−22.0% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 7,346 | $13.2 萬 | 0.01% | +7,346 | 新進 |
| Belpointe Asset Management LLC | 7,504 | $13.5 萬 | 0.01% | −1,121−13.0% | 減碼 |
| CWM, LLC | 8,032 | $14.4 萬 | 0.00% | +2,083+35.0% | 加碼 |
| Federation des caisses Desjardins du Quebec | 8,235 | $14.8 萬 | 0.00% | −21,358−72.2% | 減碼 |
| First National Bank of South Miami | 8,895 | $16.0 萬 | 0.12% | 00.0% | 不變 |
| Hoertkorn Richard Charles | 10,000 | $18.0 萬 | 0.10% | +10,000 | 新進 |
| Patton Fund Management, Inc. | 10,006 | $18.0 萬 | 0.05% | +10,006 | 新進 |
| Van Eck Associates Corp | 10,094 | $18.2 萬 | 0.00% | +537+5.6% | 加碼 |
| Mather Group, LLC. | 10,121 | $18.2 萬 | 0.00% | +10,121 | 新進 |
| Tower Research Capital LLC (TRC) | 10,224 | $18.4 萬 | 0.01% | −17,910−63.7% | 減碼 |
| Synovus Financial Corp | 10,342 | $18.6 萬 | 0.00% | +19+0.2% | 加碼 |
| Ford Financial Group, LLC | 10,404 | $18.7 萬 | 0.07% | +6+0.1% | 加碼 |
| Forum Financial Management, LP | 10,430 | $18.8 萬 | 0.01% | 00.0% | 不變 |
| Exchange Traded Concepts, LLC | 10,622 | $19.1 萬 | 0.01% | +7,957+298.6% | 加碼 |
| Fayez Sarofim & Co | 10,691 | $19.2 萬 | 0.00% | 00.0% | 不變 |
| Meridian Wealth Advisors, LLC | 10,798 | $19.4 萬 | 0.05% | 00.0% | 不變 |
| Meeder Asset Management Inc | 10,838 | $19.5 萬 | 0.02% | −21,186−66.2% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 10,903 | $19.6 萬 | 0.00% | +10,903 | 新進 |
| Two Sigma Securities, LLC | 10,967 | $19.7 萬 | 0.03% | −26,657−70.9% | 減碼 |
| Moors & Cabot, Inc. | 11,034 | $19.9 萬 | 0.01% | −2,750−20.0% | 減碼 |
| Paragon Capital Management Ltd | 11,072 | $19.9 萬 | 0.05% | 00.0% | 不變 |
| Signaturefd, LLC | 11,078 | $19.9 萬 | 0.01% | −2,325−17.3% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 11,206 | $20.2 萬 | 0.00% | −1,103−9.0% | 減碼 |
| Laurel Wealth Advisors, Inc. | 11,360 | $20.4 萬 | 0.02% | +11,360 | 新進 |
| Commerce Bank | 11,492 | $20.7 萬 | 0.00% | +228+2.0% | 加碼 |
| Coldstream Capital Management Inc | 11,953 | $21.5 萬 | 0.01% | +11,953 | 新進 |
| United Services Automobile Association | 12,496 | $22.5 萬 | 0.01% | +12,496 | 新進 |
| Arrowstreet Capital, Limited Partnership | 12,638 | $22.7 萬 | 0.00% | −238,526−95.0% | 減碼 |
| Verdence Capital Advisors LLC | 12,629 | $22.7 萬 | 0.03% | −7,303−36.6% | 減碼 |
| Cutler Group LP | 12,694 | $22.8 萬 | 0.03% | −7,252−36.4% | 減碼 |
| Carret Asset Management, LLC | 12,750 | $22.9 萬 | 0.03% | −2,050−13.9% | 減碼 |
| Running Point Capital Advisors, LLC | 13,000 | $23.4 萬 | 0.14% | 00.0% | 不變 |
| Keystone Financial Group | 13,019 | $23.4 萬 | 0.05% | −60−0.5% | 減碼 |
| Fifth Third Bancorp | 13,060 | $23.5 萬 | 0.00% | +2,249+20.8% | 加碼 |
| Investors Asset Management of Georgia Inc | 13,312 | $23.9 萬 | 0.12% | +264+2.0% | 加碼 |
| Beacon Pointe Advisors, LLC | 13,988 | $25.2 萬 | 0.00% | −1,031−6.9% | 減碼 |
| Old National Bancorp | 14,413 | $25.9 萬 | 0.01% | 00.0% | 不變 |
| Novare Capital Management LLC | 14,500 | $26.1 萬 | 0.03% | 00.0% | 不變 |
| Visionary Wealth Advisors | 14,570 | $26.2 萬 | 0.02% | −2,200−13.1% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 14,862 | $26.7 萬 | 0.03% | +618+4.3% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 15,013 | $27.0 萬 | 0.02% | −1,066−6.6% | 減碼 |
| Meeder Advisory Services, Inc. | 15,052 | $27.1 萬 | 0.03% | +15,052 | 新進 |
| Sigma Planning Corp | 15,136 | $27.2 萬 | 0.01% | −105−0.7% | 減碼 |
| Retirement Planning Co of New England, Inc. | 15,174 | $27.3 萬 | 0.18% | +911+6.4% | 加碼 |
| M&T Bank Corp | 15,259 | $27.4 萬 | 0.00% | −1,428−8.6% | 減碼 |
| Harbour Investments, Inc. | 15,521 | $27.9 萬 | 0.02% | −4,443−22.3% | 減碼 |
| William Blair Investment Management, LLC | 15,633 | $28.1 萬 | 0.00% | +3,550+29.4% | 加碼 |
| Everence Capital Management Inc | 15,670 | $28.2 萬 | 0.02% | +15,670 | 新進 |
| Pacer Advisors, Inc. | 15,965 | $28.7 萬 | 0.00% | −446,690−96.5% | 減碼 |
| Pathstone Family Office, LLC | 33,944 | $28.8 萬 | 0.01% | +17,682+108.7% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 16,037 | $28.9 萬 | 0.01% | 00.0% | 不變 |
| Ieq Capital, LLC | 16,096 | $29.0 萬 | 0.01% | +317+2.0% | 加碼 |
| Balyasny Asset Management LLC | 16,130 | $29.0 萬 | 0.00% | +16,130 | 新進 |
| Cipher Capital LP | 16,130 | $29.0 萬 | 0.05% | +16,130 | 新進 |
| Kentucky Retirement Systems Insurance Trust Fund | 16,302 | $29.3 萬 | 0.03% | 00.0% | 不變 |
| Wedmont Private Capital | 15,439 | $29.6 萬 | 0.04% | +15,439 | 新進 |
| Purus Wealth Management, LLC | 16,471 | $29.6 萬 | 0.27% | +172+1.1% | 加碼 |
| Acrisure Capital Management, LLC | 16,478 | $29.6 萬 | 0.33% | +16,478 | 新進 |
| Glenmede Trust Co NA | 16,586 | $29.8 萬 | 0.00% | +2,334+16.4% | 加碼 |
| Creative Planning | 16,742 | $30.1 萬 | 0.00% | +5,571+49.9% | 加碼 |