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。
2023 年第 1 季 13F 持有人
Invesco Ltd. 在 2023/3/31 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
- 515
- 較 2022 年第 4 季 +13 家
- 持有股數
- 3.14 億
- 較 2022 年第 4 季 −324.7 萬 (−1.0%)
- 總市值
- $51.4 億
- 較 2022 年第 4 季 −$5.61 億 (−9.8%)
- 新進機構
- 66
- 另有 202 家加碼
- 清倉機構
- 53
- 另有 165 家減碼
另有 8 家機構在 2022 年第 4 季持有、還沒有申報 2023 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 |
2023 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| CIBC Asset Management Inc | 62,707 | $102.8 萬 | 0.00% | +967+1.6% | 加碼 |
| State of Alaska, Department of Revenue | 62,536 | $102.5 萬 | 0.01% | −1,125−1.8% | 減碼 |
| CI Private Wealth, LLC | 60,544 | $99.3 萬 | 0.00% | +34,694+134.2% | 加碼 |
| Jane Street Group, LLC | 60,348 | $99.0 萬 | 0.00% | +17,259+40.1% | 加碼 |
| CIBC World Markets Corp | 59,744 | $98.0 萬 | 0.02% | −90,548−60.2% | 減碼 |
| Teza Capital Management LLC | 59,092 | $96.9 萬 | 0.21% | +7,847+15.3% | 加碼 |
| Wright Investors Service Inc | 58,876 | $96.6 萬 | 0.27% | +525+0.9% | 加碼 |
| Raymond James & Associates | 58,295 | $95.6 萬 | 0.00% | −34,615−37.3% | 減碼 |
| Mariner, LLC | 57,646 | $94.5 萬 | 0.00% | −21,369−27.0% | 減碼 |
| Erste Asset Management GmbH | 58,447 | $94.2 萬 | 0.02% | +9,706+19.9% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 56,340 | $92.4 萬 | 0.00% | +34,566+158.7% | 加碼 |
| Acrisure Capital Management, LLC | 56,294 | $92.3 萬 | 0.93% | +39,816+241.6% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 55,428 | $90.9 萬 | 0.01% | +178+0.3% | 加碼 |
| Kestra Private Wealth Services, LLC | 55,154 | $90.5 萬 | 0.04% | +2,195+4.1% | 加碼 |
| Kestra Advisory Services, LLC | 54,986 | $90.2 萬 | 0.01% | −535−1.0% | 減碼 |
| Czech National Bank | 53,561 | $87.8 萬 | 0.02% | +326+0.6% | 加碼 |
| HighTower Advisors, LLC | 53,665 | $87.4 萬 | 0.00% | +1,685+3.2% | 加碼 |
| Jump Financial, LLC | 52,896 | $86.7 萬 | 0.04% | +52,896 | 新進 |
| Highland Capital Management, LLC | 51,153 | $83.9 萬 | 0.06% | −1,150−2.2% | 減碼 |
| D.A. Davidson & Co. | 50,490 | $82.8 萬 | 0.01% | +4,000+8.6% | 加碼 |
| Snowden Capital Advisors LLC | 50,093 | $82.2 萬 | 0.03% | −592−1.2% | 減碼 |
| Walleye Trading LLC | 49,644 | $81.4 萬 | 0.03% | −213,381−81.1% | 減碼 |
| Aquatic Capital Management LLC | 49,600 | $81.3 萬 | 0.05% | +49,600 | 新進 |
| Northwestern Mutual Wealth Management Co | 49,226 | $80.7 萬 | 0.00% | −5,426−9.9% | 減碼 |
| Maven Securities LTD | 48,350 | $79.3 萬 | 0.12% | +48,350 | 新進 |
| Franklin Resources Inc | 48,215 | $79.1 萬 | 0.00% | +3,696+8.3% | 加碼 |
| Janus Henderson Group PLC | 47,801 | $78.4 萬 | 0.00% | +13,873+40.9% | 加碼 |
| 1832 Asset Management L.P. | 46,749 | $76.7 萬 | 0.00% | +10,821+30.1% | 加碼 |
| Alps Advisors Inc | 46,079 | $75.6 萬 | 0.01% | +5,072+12.4% | 加碼 |
| Gulf International Bank (UK) Ltd | 44,526 | $73.0 萬 | 0.02% | −15,649−26.0% | 減碼 |
| Ethic Inc. | 43,115 | $70.7 萬 | 0.03% | +4,637+12.1% | 加碼 |
| Advisor Partners II, LLC | 42,534 | $69.8 萬 | 0.04% | −1,089−2.5% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 41,009 | $67.2 萬 | 0.01% | 00.0% | 不變 |
| Cetera Advisor Networks LLC | 40,768 | $66.9 萬 | 0.00% | +3,230+8.6% | 加碼 |
| Kula Investments, LLC | 40,138 | $65.8 萬 | 0.16% | +40,138 | 新進 |
| Mercer Global Advisors Inc | 40,070 | $65.7 萬 | 0.00% | −5,667−12.4% | 減碼 |
| WBI Investments | 39,956 | $65.5 萬 | 0.13% | −51,630−56.4% | 減碼 |
| Axq Capital, LP | 38,795 | $63.6 萬 | 0.25% | +38,795 | 新進 |
| HRT Financial LP | 38,830 | $63.6 萬 | 0.01% | +38,830 | 新進 |
| Hartford Investment Management Co | 38,272 | $62.8 萬 | 0.02% | +5,640+17.3% | 加碼 |
| Teacher Retirement System of Texas | 37,937 | $62.2 萬 | 0.00% | −655−1.7% | 減碼 |
| Nissay Asset Management Corp | 37,637 | $61.7 萬 | 0.01% | −691−1.8% | 減碼 |
| Securian Asset Management, Inc | 37,610 | $61.7 萬 | 0.02% | +354+1.0% | 加碼 |
| Wellington Management Group LLP | 37,420 | $61.4 萬 | 0.00% | +529+1.4% | 加碼 |
| Swiss Life Asset Management Ltd | 37,223 | $61.1 萬 | 0.01% | −116,596−75.8% | 減碼 |
| Stock Yards Bank & Trust Co | 36,992 | $60.7 萬 | 0.02% | 00.0% | 不變 |
| Kentucky Retirement Systems | 35,960 | $59.0 萬 | 0.02% | +195+0.5% | 加碼 |
| Everence Capital Management Inc | 34,830 | $57.1 萬 | 0.05% | +19,160+122.3% | 加碼 |
| Public Employees Retirement Association of Colorado | 34,624 | $56.8 萬 | 0.00% | 00.0% | 不變 |
| Hilltop Holdings Inc. | 34,336 | $56.3 萬 | 0.08% | +1,804+5.5% | 加碼 |
| Quantinno Capital Management LP | 33,586 | $55.1 萬 | 0.04% | −16,849−33.4% | 減碼 |
| Wolverine Trading, LLC | 33,847 | $54.5 萬 | 0.02% | +15,491+84.4% | 加碼 |
| Investors Research Corp | 32,650 | $53.5 萬 | 0.14% | −400−1.2% | 減碼 |
| Great Lakes Retirement, Inc. | 32,650 | $53.5 萬 | 0.10% | +112+0.3% | 加碼 |
| Private Advisor Group, LLC | 32,595 | $53.5 萬 | 0.01% | −4,529−12.2% | 減碼 |
| Crossmark Global Holdings, Inc. | 31,632 | $51.9 萬 | 0.01% | −119−0.4% | 減碼 |
| Vontobel Holding Ltd. | 31,582 | $51.8 萬 | 0.00% | −1,427−4.3% | 減碼 |
| Ostrum Asset Management | 31,560 | $51.8 萬 | 0.05% | +31,560 | 新進 |
| Captrust Financial Advisors | 31,162 | $51.1 萬 | 0.00% | +6,853+28.2% | 加碼 |
| Schroder Investment Management Group | 30,968 | $50.8 萬 | 0.00% | −16,346−34.5% | 減碼 |
| Prudential PLC | 30,664 | $50.3 萬 | 0.01% | +1,177+4.0% | 加碼 |
| Nordea Investment Management AB | 30,963 | $50.1 萬 | 0.00% | +1,352+4.6% | 加碼 |
| Kinneret Advisory, LLC | 30,073 | $49.3 萬 | 0.06% | −1,616−5.1% | 減碼 |
| British Columbia Investment Management Corp | 30,043 | $49.3 萬 | 0.01% | −67−0.2% | 減碼 |
| Neuberger Berman Group LLC | 29,997 | $49.2 萬 | 0.00% | +10,230+51.8% | 加碼 |
| Contravisory Investment Management, Inc. | 29,838 | $48.9 萬 | 0.14% | +29,838 | 新進 |
| Sigma Planning Corp | 29,601 | $48.5 萬 | 0.02% | +14,465+95.6% | 加碼 |
| Louisiana State Employees Retirement System | 29,600 | $48.5 萬 | 0.01% | +200+0.7% | 加碼 |
| Cetera Investment Advisers | 29,348 | $48.1 萬 | 0.00% | −324−1.1% | 減碼 |
| JustInvest LLC | 29,048 | $47.6 萬 | 0.02% | −2,449−7.8% | 減碼 |
| Wealthcare Advisory Partners LLC | 28,842 | $47.3 萬 | 0.02% | +347+1.2% | 加碼 |
| Maryland State Retirement & Pension System | 28,738 | $47.1 萬 | 0.01% | 00.0% | 不變 |
| Empire Financial Management Company, LLC | 28,500 | $46.7 萬 | 0.19% | +28,500 | 新進 |
| ARGA Investment Management, LP | 28,084 | $46.1 萬 | 0.02% | 00.0% | 不變 |
| Savant Capital, LLC | 27,739 | $45.5 萬 | 0.01% | +1,831+7.1% | 加碼 |
| Elo Mutual Pension Insurance Co | 27,361 | $44.9 萬 | 0.01% | +1,448+5.6% | 加碼 |
| Duality Advisers, LP | 27,369 | $44.9 萬 | 0.05% | +27,369 | 新進 |
| Daiwa Securities Group Inc. | 27,244 | $44.7 萬 | 0.00% | +1,995+7.9% | 加碼 |
| MAI Capital Management | 26,400 | $43.3 萬 | 0.01% | +346+1.3% | 加碼 |
| Cetera Advisors LLC | 25,927 | $42.5 萬 | 0.01% | +1,907+7.9% | 加碼 |
| Element Wealth, LLC | 25,826 | $42.4 萬 | 0.32% | +75+0.3% | 加碼 |
| Lumina Fund Management LLC | 25,000 | $41.0 萬 | 0.19% | 00.0% | 不變 |
| Vident Investment Advisory, LLC | 24,568 | $40.3 萬 | 0.01% | +6,307+34.5% | 加碼 |
| Truvestments Capital LLC | 24,328 | $39.9 萬 | 0.21% | −15,886−39.5% | 減碼 |
| Equitable Holdings, Inc. | 24,209 | $39.7 萬 | 0.01% | +49+0.2% | 加碼 |
| US Bancorp | 24,133 | $39.6 萬 | 0.00% | +2,253+10.3% | 加碼 |
| Creative Planning | 24,067 | $39.5 萬 | 0.00% | +7,325+43.8% | 加碼 |
| Assetmark, Inc | 23,504 | $38.5 萬 | 0.00% | +3,401+16.9% | 加碼 |
| Unison Advisors LLC | 22,865 | $37.5 萬 | 0.04% | +275+1.2% | 加碼 |
| Panagora Asset Management Inc | 22,771 | $37.3 萬 | 0.00% | −13,859−37.8% | 減碼 |
| Norinchukin Bank, The | 22,525 | $36.9 萬 | 0.01% | +657+3.0% | 加碼 |
| Baldrige Asset Management LLC | 22,129 | $36.3 萬 | 0.15% | 00.0% | 不變 |
| Ieq Capital, LLC | 21,878 | $35.9 萬 | 0.01% | +5,782+35.9% | 加碼 |
| Echo Street Capital Management LLC | 21,800 | $35.8 萬 | 0.00% | +21,800 | 新進 |
| Janney Montgomery Scott LLC | 21,512 | $35.3 萬 | 0.00% | +26+0.1% | 加碼 |
| NorthCrest Asset Manangement, LLC | 21,236 | $34.8 萬 | 0.01% | +86+0.4% | 加碼 |
| New Mexico Educational Retirement Board | 21,014 | $34.5 萬 | 0.02% | −700−3.2% | 減碼 |
| Natixis Advisors, L.P. | 20,519 | $33.7 萬 | 0.00% | −16,972−45.3% | 減碼 |
| Victory Capital Management Inc | 20,546 | $33.7 萬 | 0.00% | +927+4.7% | 加碼 |
| Assenagon Asset Management S.A. | 20,529 | $33.7 萬 | 0.00% | +624+3.1% | 加碼 |