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 |
|---|---|---|---|---|---|
| Edgestream Partners, L.P. | 20,446 | $33.5 萬 | 0.04% | +20,446 | 新進 |
| Morningstar Investment Services LLC | 20,757 | $33.4 萬 | 0.00% | +1,363+7.0% | 加碼 |
| Metropolitan Life Insurance Co | 20,341 | $33.4 萬 | 0.02% | −5,963−22.7% | 減碼 |
| Verdence Capital Advisors LLC | 20,329 | $33.3 萬 | 0.04% | +7,700+61.0% | 加碼 |
| United Capital Financial Advisers, LLC | 20,307 | $33.3 萬 | 0.00% | −1,858−8.4% | 減碼 |
| Westpac Banking Corp | 20,291 | $33.3 萬 | 0.00% | 00.0% | 不變 |
| Blair William & Co | 20,122 | $33.0 萬 | 0.00% | −42,902−68.1% | 減碼 |
| Oppenheimer Asset Management Inc. | 19,999 | $32.8 萬 | 0.01% | −1,839−8.4% | 減碼 |
| Federation des caisses Desjardins du Quebec | 19,917 | $32.7 萬 | 0.00% | +11,682+141.9% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 19,648 | $32.2 萬 | 0.02% | +4,635+30.9% | 加碼 |
| Stratos Wealth Partners, LTD. | 19,391 | $31.8 萬 | 0.01% | −464−2.3% | 減碼 |
| Tennessee Valley Asset Management Partners | 19,156 | $31.4 萬 | 0.10% | +60.0% | 加碼 |
| MML Investors Services, LLC | 19,114 | $31.3 萬 | 0.00% | +389+2.1% | 加碼 |
| Fox Run Management, L.L.C. | 18,692 | $30.7 萬 | 0.10% | −237−1.3% | 減碼 |
| Leonteq Securities AG | 18,418 | $30.2 萬 | 0.03% | −6,202−25.2% | 減碼 |
| Balentine LLC | 18,125 | $29.7 萬 | 0.01% | −16,107−47.1% | 減碼 |
| Retirement Planning Co of New England, Inc. | 18,050 | $29.6 萬 | 0.18% | +2,876+19.0% | 加碼 |
| IFP Advisors, Inc | 10,363 | $28.7 萬 | 0.01% | −5,678−35.4% | 減碼 |
| We Are One Seven, LLC | 17,307 | $28.4 萬 | 0.02% | +17,307 | 新進 |
| Twin Tree Management, LP | 17,115 | $28.1 萬 | 0.01% | +11,164+187.6% | 加碼 |
| DGS Capital Management, LLC | 17,042 | $27.9 萬 | 0.16% | −701−4.0% | 減碼 |
| Rathbone Brothers plc | 16,840 | $27.6 萬 | 0.00% | −700−4.0% | 減碼 |
| Man Group plc | – | $27.4 萬 | 0.00% | – | 新進 |
| Purus Wealth Management, LLC | 16,646 | $27.3 萬 | 0.22% | +175+1.1% | 加碼 |
| Pathstone Family Office, LLC | 16,429 | $27.2 萬 | 0.00% | −17,515−51.6% | 減碼 |
| TCWP LLC | 16,438 | $27.0 萬 | 0.05% | +16,438 | 新進 |
| Kentucky Retirement Systems Insurance Trust Fund | 16,183 | $26.5 萬 | 0.02% | −119−0.7% | 減碼 |
| Verition Fund Management LLC | 16,092 | $26.4 萬 | 0.00% | −23,944−59.8% | 減碼 |
| M&T Bank Corp | 16,032 | $26.3 萬 | 0.00% | +773+5.1% | 加碼 |
| Centennial Wealth Advisory LLC | 15,951 | $26.2 萬 | 0.14% | −1,172−6.8% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 15,875 | $26.0 萬 | 0.01% | −162−1.0% | 減碼 |
| Glenmede Trust Co NA | 15,865 | $26.0 萬 | 0.00% | −721−4.3% | 減碼 |
| William Blair Investment Management, LLC | 15,666 | $25.7 萬 | 0.00% | +33+0.2% | 加碼 |
| Harbour Investments, Inc. | 15,391 | $25.2 萬 | 0.01% | −130−0.8% | 減碼 |
| Eagle Rock Investment Company, LLC | 15,175 | $24.9 萬 | 0.06% | −5,000−24.8% | 減碼 |
| Asahi Life Asset Management Co., Ltd. | 15,160 | $24.9 萬 | 0.08% | +15,160 | 新進 |
| APG Asset Management N.V. | 16,131 | $24.3 萬 | 0.00% | −20,480−55.9% | 減碼 |
| Visionary Wealth Advisors | 14,570 | $23.9 萬 | 0.02% | 00.0% | 不變 |
| Novare Capital Management LLC | 14,500 | $23.8 萬 | 0.03% | 00.0% | 不變 |
| Capstone Investment Advisors, LLC | 14,442 | $23.7 萬 | 0.01% | −58,003−80.1% | 減碼 |
| Beacon Pointe Advisors, LLC | 14,130 | $23.2 萬 | 0.00% | +142+1.0% | 加碼 |
| MQS Management LLC | 13,899 | $22.8 萬 | 0.15% | +13,899 | 新進 |
| Dorsey & Whitney Trust CO LLC | 13,853 | $22.7 萬 | 0.02% | −1,009−6.8% | 減碼 |
| Fifth Third Bancorp | 13,827 | $22.7 萬 | 0.00% | +767+5.9% | 加碼 |
| Old National Bancorp | 13,721 | $22.5 萬 | 0.01% | −692−4.8% | 減碼 |
| EPG Wealth Management LLC | 13,711 | $22.5 萬 | 0.07% | +13,711 | 新進 |
| Commerce Bank | 13,686 | $22.4 萬 | 0.00% | +2,194+19.1% | 加碼 |
| Meeder Advisory Services, Inc. | 13,270 | $21.8 萬 | 0.03% | −1,782−11.8% | 減碼 |
| Investors Asset Management of Georgia Inc | 12,727 | $20.9 萬 | 0.11% | −585−4.4% | 減碼 |
| Van Eck Associates Corp | 12,407 | $20.3 萬 | 0.00% | +2,313+22.9% | 加碼 |
| Metis Global Partners, LLC | 12,352 | $20.3 萬 | 0.01% | −6,779−35.4% | 減碼 |
| Perennial Investment Advisors, LLC | 12,258 | $20.1 萬 | 0.04% | +12,258 | 新進 |
| XTX Topco Ltd | 11,813 | $19.4 萬 | 0.04% | +11,813 | 新進 |
| Mutual Advisors, LLC | 11,776 | $19.3 萬 | 0.01% | +11,776 | 新進 |
| Carret Asset Management, LLC | 11,650 | $19.1 萬 | 0.03% | −1,100−8.6% | 減碼 |
| Signaturefd, LLC | 11,508 | $18.9 萬 | 0.01% | +430+3.9% | 加碼 |
| Iron Financial, LLC | 11,448 | $18.8 萬 | 0.10% | +11,448 | 新進 |
| Twinbeech Capital LP | 11,400 | $18.7 萬 | 0.00% | +11,400 | 新進 |
| O'Shaughnessy Asset Management, LLC | 11,252 | $18.5 萬 | 0.00% | +46+0.4% | 加碼 |
| Paragon Capital Management Ltd | 11,020 | $18.1 萬 | 0.04% | −52−0.5% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 10,903 | $17.9 萬 | 0.00% | 00.0% | 不變 |
| Bank of Nova Scotia | 10,889 | $17.9 萬 | 0.00% | −329,491−96.8% | 減碼 |
| Meridian Wealth Advisors, LLC | 10,798 | $17.7 萬 | 0.04% | 00.0% | 不變 |
| Fayez Sarofim & Co | 10,691 | $17.5 萬 | 0.00% | 00.0% | 不變 |
| Meeder Asset Management Inc | 10,655 | $17.5 萬 | 0.01% | −183−1.7% | 減碼 |
| Synovus Financial Corp | 10,624 | $17.4 萬 | 0.00% | +282+2.7% | 加碼 |
| Greenleaf Trust | 10,623 | $17.4 萬 | 0.00% | +10,623 | 新進 |
| Coldstream Capital Management Inc | 10,518 | $17.2 萬 | 0.01% | −1,435−12.0% | 減碼 |
| Forum Financial Management, LP | 10,430 | $17.1 萬 | 0.00% | 00.0% | 不變 |
| Toroso Investments, LLC | 10,334 | $16.9 萬 | 0.01% | +10,334 | 新進 |
| Hoertkorn Richard Charles | 10,000 | $16.4 萬 | 0.08% | 00.0% | 不變 |
| CWM, LLC | 9,837 | $16.1 萬 | 0.00% | +1,805+22.5% | 加碼 |
| First National Bank of South Miami | 9,397 | $15.4 萬 | 0.12% | +502+5.6% | 加碼 |
| Vestcor Inc | 8,080 | $13.3 萬 | 0.00% | −49,943−86.1% | 減碼 |
| Exchange Traded Concepts, LLC | 7,557 | $12.4 萬 | 0.00% | −3,065−28.9% | 減碼 |
| Horizon Investments, LLC | 7,643 | $12.4 萬 | 0.00% | +7,643 | 新進 |
| Banque Cantonale Vaudoise | 7,504 | $12.3 萬 | 0.01% | −22,100−74.7% | 減碼 |
| Dark Forest Capital Management LP | 6,671 | $10.9 萬 | 0.03% | +6,671 | 新進 |
| Bessemer Group Inc | 6,590 | $10.8 萬 | 0.00% | −319−4.6% | 減碼 |
| Altshuler Shaham Ltd | 6,273 | $10.3 萬 | 0.00% | +311+5.2% | 加碼 |
| Tower Research Capital LLC (TRC) | 6,077 | $9.90 萬 | 0.00% | −4,147−40.6% | 減碼 |
| State of Wyoming | 5,870 | $9.63 萬 | 0.03% | +5,870 | 新進 |
| Ellevest, Inc. | 5,599 | $9.18 萬 | 0.01% | +700+14.3% | 加碼 |
| Ameritas Investment Partners, Inc. | 5,598 | $9.18 萬 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 5,417 | $8.88 萬 | 0.00% | +76+1.4% | 加碼 |
| Optimum Investment Advisors | 5,300 | $8.69 萬 | 0.05% | 00.0% | 不變 |
| MCF Advisors LLC | 5,055 | $8.29 萬 | 0.01% | +830+19.6% | 加碼 |
| PFG Private Wealth Management, LLC | 4,478 | $7.34 萬 | 0.05% | +633+16.5% | 加碼 |
| Belpointe Asset Management LLC | 4,469 | $7.33 萬 | 0.00% | −3,035−40.4% | 減碼 |
| Covestor Ltd | 4,356 | $7.10 萬 | 0.06% | −1,270−22.6% | 減碼 |
| Advisory Services Network, LLC | 4,323 | $7.09 萬 | 0.00% | +804+22.8% | 加碼 |
| Simplex Trading, LLC | 4,137 | $6.70 萬 | 0.00% | −65,532−94.1% | 減碼 |
| TCI Wealth Advisors, Inc. | 4,002 | $6.56 萬 | 0.01% | +649+19.4% | 加碼 |
| Parallel Advisors, LLC | 3,675 | $6.03 萬 | 0.00% | −1,639−30.8% | 減碼 |
| TD Waterhouse Canada Inc. | 3,242 | $5.81 萬 | 0.00% | +1,151+55.0% | 加碼 |
| Cutler Group LP | 3,572 | $5.80 萬 | 0.01% | −9,122−71.9% | 減碼 |
| NVWM, LLC | 3,425 | $5.62 萬 | 0.02% | 00.0% | 不變 |
| Optiver Holding B.V. | 3,294 | $5.40 萬 | 0.00% | +3,294 | 新進 |
| TD Private Client Wealth LLC | 3,244 | $5.32 萬 | 0.00% | −10−0.3% | 減碼 |
| Northwest Investment Counselors, LLC | 3,033 | $4.97 萬 | 0.01% | −789−20.6% | 減碼 |