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。
2024 年第 2 季 13F 持有人
Invesco Ltd. 在 2024/6/30 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
- 476
- 較 2024 年第 1 季 −14 家
- 持有股數
- 3.03 億
- 較 2024 年第 1 季 +40.1 萬 (+0.1%)
- 總市值
- $45.3 億
- 較 2024 年第 1 季 −$4.83 億 (−9.6%)
- 新進機構
- 53
- 另有 180 家加碼
- 清倉機構
- 67
- 另有 172 家減碼
另有 5 家機構在 2024 年第 1 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Principal Securities, Inc. | 1,542 | $2.31 萬 | 0.00% | +332+27.4% | 加碼 |
| Whittier Trust Co | 1,545 | $2.31 萬 | 0.00% | +862+126.2% | 加碼 |
| Gables Capital Management Inc. | 1,634 | $2.44 萬 | 0.01% | 00.0% | 不變 |
| Family Firm, Inc. | 1,877 | $2.81 萬 | 0.01% | +1,877 | 新進 |
| Asset Dedication, LLC | 1,900 | $2.84 萬 | 0.00% | 00.0% | 不變 |
| Resona Asset Management Co.,Ltd. | 1,960 | $2.91 萬 | 0.00% | +727+59.0% | 加碼 |
| Pinnacle Bancorp, Inc. | 2,000 | $2.99 萬 | 0.01% | 00.0% | 不變 |
| Sentry Investment Management LLC | 2,036 | $3.00 萬 | 0.01% | +2,036 | 新進 |
| Capital Analysts, LLC | 2,342 | $3.50 萬 | 0.00% | +832+55.1% | 加碼 |
| Silvant Capital Management LLC | 2,649 | $3.96 萬 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 2,310 | $3.99 萬 | 0.00% | −468−16.8% | 減碼 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4,092 | $4.52 萬 | 0.01% | +4,092 | 新進 |
| Parallel Advisors, LLC | 3,281 | $4.91 萬 | 0.00% | −439−11.8% | 減碼 |
| Optimum Investment Advisors | 3,500 | $5.24 萬 | 0.02% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 3,691 | $5.52 萬 | 0.00% | +429+13.2% | 加碼 |
| HHM Wealth Advisors, LLC | 4,100 | $6.13 萬 | 0.01% | +4,100 | 新進 |
| United Community Bank | 4,181 | $6.25 萬 | 0.03% | −3,435−45.1% | 減碼 |
| Gradient Investments LLC | 4,528 | $6.77 萬 | 0.00% | +4,296+1,851.7% | 加碼 |
| Ameritas Investment Partners, Inc. | 4,888 | $7.31 萬 | 0.00% | −710−12.7% | 減碼 |
| Quent Capital, LLC | 4,953 | $7.41 萬 | 0.01% | −221−4.3% | 減碼 |
| Covestor Ltd | 5,604 | $8.40 萬 | 0.05% | −252−4.3% | 減碼 |
| MCF Advisors LLC | 6,310 | $9.44 萬 | 0.01% | +4+0.1% | 加碼 |
| Point72 Asia (Singapore) Pte. Ltd. | 6,390 | $9.56 萬 | 0.02% | +1,919+42.9% | 加碼 |
| Asset Management One Co.,Ltd. | 6,880 | $10.3 萬 | 0.00% | −26,562−79.4% | 減碼 |
| State of Wyoming | 8,025 | $12.0 萬 | 0.02% | +8,025 | 新進 |
| Hoertkorn Richard Charles | 8,333 | $12.5 萬 | 0.05% | −1,667−16.7% | 減碼 |
| Horizon Investments, LLC | 8,924 | $13.4 萬 | 0.00% | +74+0.8% | 加碼 |
| DekaBank Deutsche Girozentrale | 9,528 | $14.1 萬 | 0.00% | +57+0.6% | 加碼 |
| Investors Asset Management of Georgia Inc | 10,323 | $15.4 萬 | 0.08% | −1,761−14.6% | 減碼 |
| Coldstream Capital Management Inc | 10,383 | $15.5 萬 | 0.00% | +10,383 | 新進 |
| ISAM Funds (UK) Ltd | 10,496 | $15.7 萬 | 0.12% | −24,845−70.3% | 減碼 |
| Capstone Investment Advisors, LLC | 10,766 | $16.1 萬 | 0.00% | +3,002+38.7% | 加碼 |
| Meridian Wealth Advisors, LLC | 10,798 | $16.2 萬 | 0.03% | 00.0% | 不變 |
| Perigon Wealth Management, LLC | 10,896 | $16.3 萬 | 0.00% | −773−6.6% | 減碼 |
| Sanctuary Advisors, LLC | 11,200 | $16.4 萬 | 0.00% | +11,200 | 新進 |
| Caldwell Trust Co | 11,065 | $16.6 萬 | 0.02% | −1,642−12.9% | 減碼 |
| Aquatic Capital Management LLC | 11,200 | $16.8 萬 | 0.01% | −71,900−86.5% | 減碼 |
| Advisors Asset Management, Inc. | 11,223 | $16.8 萬 | 0.00% | −208−1.8% | 減碼 |
| Nomura Asset Management Co Ltd | 11,223 | $16.8 萬 | 0.00% | +1,022+10.0% | 加碼 |
| Commerce Bank | 11,643 | $17.4 萬 | 0.00% | −27,500−70.3% | 減碼 |
| Moors & Cabot, Inc. | 11,676 | $17.5 萬 | 0.01% | −1,362−10.4% | 減碼 |
| Harbour Investments, Inc. | 11,723 | $17.5 萬 | 0.01% | −12−0.1% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 11,950 | $17.9 萬 | 0.00% | +11,950 | 新進 |
| Novare Capital Management LLC | 12,000 | $18.0 萬 | 0.02% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 12,182 | $18.2 萬 | 0.00% | −1,308−9.7% | 減碼 |
| Iron Financial, LLC | 12,241 | $18.3 萬 | 0.10% | +125+1.0% | 加碼 |
| Leonteq Securities AG | 12,321 | $18.4 萬 | 0.03% | +1,111+9.9% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 12,816 | $19.2 萬 | 0.01% | −106−0.8% | 減碼 |
| United Capital Financial Advisers, LLC | 12,868 | $19.3 萬 | 0.00% | −451−3.4% | 減碼 |
| Keystone Financial Group | 12,953 | $19.4 萬 | 0.07% | −146−1.1% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 12,982 | $19.4 萬 | 0.00% | +2,815+27.7% | 加碼 |
| Oxford Financial Group Ltd | 13,130 | $19.6 萬 | 0.01% | +135+1.0% | 加碼 |
| Stonebridge Capital Advisors LLC | 13,625 | $20.4 萬 | 0.02% | −2,875−17.4% | 減碼 |
| DGS Capital Management, LLC | 13,705 | $20.5 萬 | 0.06% | −1,621−10.6% | 減碼 |
| Quarry LP | 13,902 | $20.8 萬 | 0.09% | +12,365+804.5% | 加碼 |
| CWM, LLC | 14,198 | $21.2 萬 | 0.00% | +3,863+37.4% | 加碼 |
| Burney Co | 14,176 | $21.2 萬 | 0.01% | +3,150+28.6% | 加碼 |
| V-Square Quantitative Management LLC | 14,392 | $21.5 萬 | 0.03% | +2,620+22.3% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 14,509 | $21.7 萬 | 0.01% | −325−2.2% | 減碼 |
| Greenleaf Trust | 14,558 | $21.8 萬 | 0.00% | −155−1.1% | 減碼 |
| LGT Group Foundation | 14,635 | $21.9 萬 | 0.00% | +14,635 | 新進 |
| GAMMA Investing LLC | 14,804 | $22.1 萬 | 0.03% | +10,008+208.7% | 加碼 |
| Korea Investment CORP | 14,835 | $22.2 萬 | 0.00% | 00.0% | 不變 |
| M&T Bank Corp | 14,882 | $22.3 萬 | 0.00% | +495+3.4% | 加碼 |
| United Services Automobile Association | 15,041 | $22.5 萬 | 0.01% | −1,080−6.7% | 減碼 |
| Teza Capital Management LLC | 15,070 | $22.5 萬 | 0.03% | −61,420−80.3% | 減碼 |
| Wedmont Private Capital | 14,136 | $22.7 萬 | 0.01% | +50.0% | 加碼 |
| Eagle Rock Investment Company, LLC | 15,175 | $22.7 萬 | 0.04% | 00.0% | 不變 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 15,366 | $23.0 萬 | 0.00% | 00.0% | 不變 |
| HighTower Advisors, LLC | 15,652 | $23.1 萬 | 0.00% | −23,561−60.1% | 減碼 |
| Vident Advisory, LLC | 15,596 | $23.3 萬 | 0.01% | +15,596 | 新進 |
| CSS LLC | 15,607 | $23.3 萬 | 0.02% | −6,783−30.3% | 減碼 |
| US Bancorp | 15,706 | $23.5 萬 | 0.00% | +995+6.8% | 加碼 |
| Two Sigma Securities, LLC | 15,708 | $23.5 萬 | 0.01% | +15,708 | 新進 |
| Norinchukin Bank, The | 15,802 | $23.6 萬 | 0.01% | −66−0.4% | 減碼 |
| NEOS Investment Management LLC | 15,925 | $23.8 萬 | 0.01% | +4,980+45.5% | 加碼 |
| GTS Securities LLC | 16,016 | $24.0 萬 | 0.00% | +5,916+58.6% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 16,087 | $24.1 萬 | 0.01% | 00.0% | 不變 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 16,394 | $24.5 萬 | 0.00% | +2,965+22.1% | 加碼 |
| Fifth Third Bancorp | 16,622 | $24.9 萬 | 0.00% | +963+6.1% | 加碼 |
| International Private Wealth Advisors LLC | 16,951 | $25.4 萬 | 0.43% | +260+1.6% | 加碼 |
| NBC Securities, Inc. | 17,745 | $26.5 萬 | 0.02% | +575+3.3% | 加碼 |
| Stratos Wealth Partners, LTD. | 17,737 | $26.5 萬 | 0.00% | +17,737 | 新進 |
| Daiwa Securities Group Inc. | 18,087 | $27.1 萬 | 0.00% | +3,293+22.3% | 加碼 |
| Jones Financial Companies LLLP | 18,152 | $27.2 萬 | 0.00% | +16,002+744.3% | 加碼 |
| Centennial Wealth Advisory LLC | 18,279 | $27.3 萬 | 0.12% | +669+3.8% | 加碼 |
| Ieq Capital, LLC | 18,476 | $27.6 萬 | 0.00% | +24+0.1% | 加碼 |
| Wolverine Trading, LLC | 18,530 | $27.7 萬 | 0.00% | −6,672−26.5% | 減碼 |
| MAI Capital Management | 18,616 | $27.8 萬 | 0.00% | +31+0.2% | 加碼 |
| Paragon Capital Management Ltd | 18,729 | $28.0 萬 | 0.05% | +18,729 | 新進 |
| EPG Wealth Management LLC | 0 | $28.8 萬 | 0.07% | −18,528−100.0% | 減碼 |
| Element Wealth, LLC | 19,572 | $29.3 萬 | 0.16% | +100+0.5% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 19,732 | $29.3 萬 | 0.00% | −33,731−63.1% | 減碼 |
| NorthCrest Asset Manangement, LLC | 20,050 | $30.0 萬 | 0.01% | +40+0.2% | 加碼 |
| Sherbrooke Park Advisers LLC | 20,277 | $30.3 萬 | 0.05% | +20,277 | 新進 |
| Glenmede Trust Co NA | 20,687 | $30.9 萬 | 0.00% | +283+1.4% | 加碼 |
| Farther Finance Advisors, LLC | 21,339 | $31.7 萬 | 0.02% | −1,070−4.8% | 減碼 |
| MML Investors Services, LLC | 21,248 | $31.8 萬 | 0.00% | +473+2.3% | 加碼 |
| Ethic Inc. | 21,337 | $31.9 萬 | 0.01% | +1,992+10.3% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 21,426 | $32.1 萬 | 0.00% | −18,562−46.4% | 減碼 |