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 4 季 13F 持有人
Invesco Ltd. 在 2024/12/31 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
- 526
- 較 2024 年第 3 季 +40 家
- 持有股數
- 4.03 億
- 較 2024 年第 3 季 +1,446 萬 (+3.7%)
- 總市值
- $70.4 億
- 較 2024 年第 3 季 +$2.23 億 (+3.3%)
- 新進機構
- 86
- 另有 198 家加碼
- 清倉機構
- 46
- 另有 163 家減碼
另有 7 家機構在 2024 年第 3 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Massmutual Trust Co FSB | 1,257 | $2.20 萬 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 1,262 | $2.21 萬 | 0.00% | +718+132.0% | 加碼 |
| Venturi Wealth Management, LLC | 1,279 | $2.24 萬 | 0.00% | +677+112.5% | 加碼 |
| Private Trust Co NA | 1,353 | $2.37 萬 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co | 1,545 | $2.70 萬 | 0.00% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,561 | $2.73 萬 | 0.00% | +11+0.7% | 加碼 |
| Optimum Investment Advisors | 1,600 | $2.80 萬 | 0.01% | 00.0% | 不變 |
| Manchester Capital Management LLC | 1,710 | $2.99 萬 | 0.00% | −19−1.1% | 減碼 |
| Umb Bank N A | 1,770 | $3.09 萬 | 0.00% | +280+18.8% | 加碼 |
| Sentry Investment Management LLC | 1,751 | $3.10 萬 | 0.01% | −285−14.0% | 減碼 |
| Deseret Mutual Benefit Administrators | 1,824 | $3.19 萬 | 0.02% | 00.0% | 不變 |
| Ci Investments Inc. | 1,973 | $3.40 萬 | 0.00% | +803+68.6% | 加碼 |
| Bryn Mawr Trust Co | 1,985 | $3.47 萬 | 0.00% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 2,000 | $3.50 萬 | 0.01% | 00.0% | 不變 |
| HHM Wealth Advisors, LLC | 2,107 | $3.68 萬 | 0.01% | −293−12.2% | 減碼 |
| Colonial Trust Co | 2,171 | $3.79 萬 | 0.01% | +2,171 | 新進 |
| Aster Capital Management (DIFC) Ltd | 2,379 | $4.16 萬 | 0.02% | +1,531+180.5% | 加碼 |
| Principal Securities, Inc. | 2,483 | $4.34 萬 | 0.00% | −108−4.2% | 減碼 |
| Crews Bank & Trust | 2,525 | $4.41 萬 | 0.01% | +2,525 | 新進 |
| GeoWealth Management, LLC | 2,585 | $4.52 萬 | 0.00% | +30+1.2% | 加碼 |
| Silvant Capital Management LLC | 2,649 | $4.63 萬 | 0.00% | 00.0% | 不變 |
| Caitong International Asset Management Co., Ltd | 2,741 | $4.79 萬 | 0.05% | +2,741 | 新進 |
| Capital Analysts, LLC | 2,864 | $5.00 萬 | 0.00% | +381+15.3% | 加碼 |
| Resona Asset Management Co.,Ltd. | 2,953 | $5.22 萬 | 0.00% | +512+21.0% | 加碼 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4,097 | $5.33 萬 | 0.01% | +20.0% | 加碼 |
| Assetmark, Inc | 3,496 | $6.11 萬 | 0.00% | +2,770+381.5% | 加碼 |
| TD Private Client Wealth LLC | 3,583 | $6.26 萬 | 0.00% | −108−2.9% | 減碼 |
| Evelyn Partners Investment Management LLP | 3,612 | $6.31 萬 | 0.00% | +3,612 | 新進 |
| Parallel Advisors, LLC | 3,652 | $6.38 萬 | 0.00% | +394+12.1% | 加碼 |
| Covestor Ltd | 3,695 | $6.50 萬 | 0.04% | −899−19.6% | 減碼 |
| EverSource Wealth Advisors, LLC | 3,737 | $6.53 萬 | 0.00% | +2,136+133.4% | 加碼 |
| Truvestments Capital LLC | 3,938 | $6.88 萬 | 0.02% | −371−8.6% | 減碼 |
| United Community Bank | 4,066 | $7.11 萬 | 0.03% | −115−2.8% | 減碼 |
| Quent Capital, LLC | 4,316 | $7.54 萬 | 0.01% | +10+0.2% | 加碼 |
| Skopos Labs, Inc. | 4,665 | $8.15 萬 | 0.02% | −790−14.5% | 減碼 |
| Ameritas Investment Partners, Inc. | 4,888 | $8.54 萬 | 0.00% | 00.0% | 不變 |
| True Wealth Design, LLC | 5,183 | $9.06 萬 | 0.04% | +801+18.3% | 加碼 |
| Exchange Traded Concepts, LLC | 5,468 | $9.56 萬 | 0.00% | −922−14.4% | 減碼 |
| Caldwell Trust Co | 5,646 | $9.87 萬 | 0.01% | −2,369−29.6% | 減碼 |
| Horizon Investments, LLC | 6,220 | $10.9 萬 | 0.00% | +88+1.4% | 加碼 |
| MCF Advisors LLC | 6,296 | $11.0 萬 | 0.01% | −21−0.3% | 減碼 |
| Danske Bank A/S | 6,500 | $11.4 萬 | 0.00% | −2,000−23.5% | 減碼 |
| MUFG Securities Americas Inc. | 6,634 | $11.6 萬 | 0.01% | +6,634 | 新進 |
| Hoertkorn Richard Charles | 7,000 | $12.2 萬 | 0.05% | −667−8.7% | 減碼 |
| SBI Securities Co., Ltd. | 7,011 | $12.3 萬 | 0.00% | +7,011 | 新進 |
| Point72 Hong Kong Ltd | 7,598 | $13.3 萬 | 0.01% | +7,598 | 新進 |
| R Squared Ltd | 9,320 | $16.3 萬 | 0.16% | +9,320 | 新進 |
| DekaBank Deutsche Girozentrale | 9,528 | $16.6 萬 | 0.00% | 00.0% | 不變 |
| Capstone Investment Advisors, LLC | 9,876 | $17.3 萬 | 0.00% | −8,737−46.9% | 減碼 |
| Poinciana Advisors Group, LLC | 10,001 | $17.5 萬 | 0.18% | +10,001 | 新進 |
| Panagora Asset Management Inc | 10,110 | $17.7 萬 | 0.00% | +10,110 | 新進 |
| Moors & Cabot, Inc. | 10,504 | $18.4 萬 | 0.01% | −1,604−13.2% | 減碼 |
| XTX Topco Ltd | 10,692 | $18.7 萬 | 0.02% | −35,014−76.6% | 減碼 |
| Meridian Wealth Advisors, LLC | 10,798 | $18.9 萬 | 0.03% | 00.0% | 不變 |
| CX Institutional | 10,802 | $18.9 萬 | 0.01% | +10,802 | 新進 |
| SG Americas Securities, LLC | 10,908 | $19.1 萬 | 0.00% | −10,789−49.7% | 減碼 |
| Prelude Capital Management, LLC | 11,020 | $19.3 萬 | 0.02% | +11,020 | 新進 |
| Coldstream Capital Management Inc | 11,072 | $19.4 萬 | 0.00% | +262+2.4% | 加碼 |
| Avantax Advisory Services, Inc. | 11,133 | $19.5 萬 | 0.00% | +710+6.8% | 加碼 |
| Perigon Wealth Management, LLC | 11,753 | $19.8 萬 | 0.00% | +390+3.4% | 加碼 |
| Magnetar Financial LLC | 11,363 | $19.9 萬 | 0.00% | +28+0.2% | 加碼 |
| Shell Asset Management Co | 11,535 | $20.2 萬 | 0.01% | 00.0% | 不變 |
| Harbour Investments, Inc. | 11,562 | $20.2 萬 | 0.01% | −83−0.7% | 減碼 |
| Iron Financial, LLC | 11,578 | $20.2 萬 | 0.11% | +340+3.0% | 加碼 |
| EP Wealth Advisors, LLC | 11,685 | $20.4 萬 | 0.00% | +1,107+10.5% | 加碼 |
| Commerce Bank | 11,943 | $20.9 萬 | 0.00% | +350+3.0% | 加碼 |
| Novare Capital Management LLC | 12,000 | $21.0 萬 | 0.02% | 00.0% | 不變 |
| Sym Financial Corp | 12,029 | $21.0 萬 | 0.03% | +12,029 | 新進 |
| Natixis Advisors, L.P. | 12,234 | $21.4 萬 | 0.00% | +12,234 | 新進 |
| Claro Advisors LLC | 12,300 | $21.5 萬 | 0.03% | −3,836−23.8% | 減碼 |
| LifeWealth Investments, LLC | 12,318 | $21.5 萬 | 0.14% | +12,318 | 新進 |
| M&T Bank Corp | 12,345 | $21.6 萬 | 0.00% | −1,863−13.1% | 減碼 |
| Envestnet Asset Management Inc | 12,426 | $21.7 萬 | 0.00% | −289−2.3% | 減碼 |
| Capital Performance Advisors LLP | 12,476 | $21.8 萬 | 0.07% | +5,003+66.9% | 加碼 |
| United Capital Financial Advisers, LLC | 12,509 | $21.9 萬 | 0.00% | −447−3.5% | 減碼 |
| GWM Advisors LLC | 12,561 | $22.0 萬 | 0.00% | +12,387+7,119.0% | 加碼 |
| Generali Asset Management SPA SGR | 12,672 | $22.2 萬 | 0.01% | +12,672 | 新進 |
| United Services Automobile Association | 12,727 | $22.2 萬 | 0.01% | 00.0% | 不變 |
| Oxford Financial Group Ltd | 12,773 | $22.3 萬 | 0.01% | −169−1.3% | 減碼 |
| V-Square Quantitative Management LLC | 12,796 | $22.4 萬 | 0.03% | −1,596−11.1% | 減碼 |
| Aviance Capital Partners, LLC | 12,802 | $22.4 萬 | 0.03% | −55,289−81.2% | 減碼 |
| US Bancorp | 12,818 | $22.4 萬 | 0.00% | −2,644−17.1% | 減碼 |
| Allworth Financial LP | 12,927 | $22.5 萬 | 0.00% | +10,527+438.6% | 加碼 |
| Keystone Financial Group | 12,953 | $22.6 萬 | 0.02% | −52−0.4% | 減碼 |
| Leonteq Securities AG | 13,170 | $23.0 萬 | 0.02% | +1,006+8.3% | 加碼 |
| Everence Capital Management Inc | 13,310 | $23.3 萬 | 0.02% | +13,310 | 新進 |
| Dorsey & Whitney Trust CO LLC | 13,347 | $23.3 萬 | 0.01% | +482+3.7% | 加碼 |
| TownSquare Capital, LLC | 13,375 | $23.4 萬 | 0.00% | +13,375 | 新進 |
| Keebeck Alpha, LP | 13,560 | $23.7 萬 | 0.25% | +13,560 | 新進 |
| Stonebridge Capital Advisors LLC | 13,625 | $23.8 萬 | 0.02% | −130−0.9% | 減碼 |
| Buckingham Strategic Partners | 13,677 | $23.9 萬 | 0.00% | +13,677 | 新進 |
| Greenleaf Trust | 13,996 | $24.5 萬 | 0.00% | −357−2.5% | 減碼 |
| Holcombe Financial, Inc. | 14,080 | $24.6 萬 | 0.20% | +14,080 | 新進 |
| Nomura Asset Management Co Ltd | 14,255 | $24.9 萬 | 0.00% | +1,367+10.6% | 加碼 |
| Moore Capital Management, LP | 14,278 | $25.0 萬 | 0.00% | +14,278 | 新進 |
| Burney Co | 14,452 | $25.3 萬 | 0.01% | +3,513+32.1% | 加碼 |
| Headlands Technologies LLC | 15,158 | $26.5 萬 | 0.03% | +9,870+186.6% | 加碼 |
| Eagle Rock Investment Company, LLC | 15,175 | $26.5 萬 | 0.04% | 00.0% | 不變 |
| Kovitz Investment Group Partners, LLC | 15,658 | $27.4 萬 | 0.00% | +447+2.9% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 15,710 | $27.5 萬 | 0.00% | +1,561+11.0% | 加碼 |