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。
2025 年第 1 季 13F 持有人
Invesco Ltd. 在 2025/3/31 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
- 519
- 較 2024 年第 4 季 −2 家
- 持有股數
- 4.07 億
- 較 2024 年第 4 季 +590.2 萬 (+1.5%)
- 總市值
- $61.7 億
- 較 2024 年第 4 季 −$8.48 億 (−12.1%)
- 新進機構
- 70
- 另有 208 家加碼
- 清倉機構
- 72
- 另有 177 家減碼
另有 5 家機構在 2024 年第 4 季持有、還沒有申報 2025 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 |
2025 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| TownSquare Capital, LLC | 17,882 | $27.1 萬 | 0.00% | +4,507+33.7% | 加碼 |
| Keebeck Alpha, LP | 17,920 | $27.2 萬 | 0.32% | +4,360+32.2% | 加碼 |
| EPG Wealth Management LLC | 18,127 | $27.5 萬 | 0.08% | +422+2.4% | 加碼 |
| iA Global Asset Management Inc. | 18,223 | $27.6 萬 | 0.00% | +18,223 | 新進 |
| Signaturefd, LLC | 18,263 | $27.7 萬 | 0.01% | −946−4.9% | 減碼 |
| Independent Financial Group, LLC | 18,674 | $28.3 萬 | 0.01% | +18,674 | 新進 |
| Paragon Capital Management Ltd | 18,970 | $28.8 萬 | 0.06% | +235+1.3% | 加碼 |
| Teza Capital Management LLC | 19,013 | $28.8 萬 | 0.13% | −80,856−81.0% | 減碼 |
| Arkadios Wealth Advisors | 19,456 | $29.5 萬 | 0.01% | +19,456 | 新進 |
| Parallax Volatility Advisers, L.P. | 19,470 | $29.5 萬 | 0.01% | +19,469+1,946,900.0% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 19,488 | $29.6 萬 | 0.00% | +3,778+24.0% | 加碼 |
| 111 Capital | 19,699 | $29.9 萬 | 0.06% | +19,699 | 新進 |
| Element Wealth, LLC | 19,854 | $30.1 萬 | 0.16% | +99+0.5% | 加碼 |
| Utah Retirement Systems | 20,000 | $30.3 萬 | 0.00% | 00.0% | 不變 |
| ING Groep NV | 20,095 | $30.5 萬 | 0.00% | −218−1.1% | 減碼 |
| MBB Public Markets I LLC | 20,251 | $30.7 萬 | 0.04% | +20,251 | 新進 |
| Tower Research Capital LLC (TRC) | 20,411 | $30.7 萬 | 0.01% | −10,222−33.4% | 減碼 |
| LGT Group Foundation | 20,279 | $30.8 萬 | 0.00% | 00.0% | 不變 |
| Ethic Inc. | 20,400 | $31.0 萬 | 0.01% | +2,044+11.1% | 加碼 |
| Envestnet Asset Management Inc | 20,492 | $31.1 萬 | 0.00% | +8,066+64.9% | 加碼 |
| LifeWealth Investments, LLC | 20,725 | $31.4 萬 | 0.07% | +8,407+68.2% | 加碼 |
| New Mexico Educational Retirement Board | 21,014 | $31.9 萬 | 0.01% | −400−1.9% | 減碼 |
| Allspring Global Investments Holdings, LLC | 21,018 | $31.9 萬 | 0.00% | −406−1.9% | 減碼 |
| CenterStar Asset Management, LLC | 21,118 | $32.0 萬 | 0.46% | +21,118 | 新進 |
| Quadrant Capital Group LLC | 21,388 | $32.4 萬 | 0.01% | +20,428+2,127.9% | 加碼 |
| Fifth Third Bancorp | 21,437 | $32.5 萬 | 0.00% | +3,839+21.8% | 加碼 |
| Burney Co | 21,591 | $32.8 萬 | 0.01% | +7,139+49.4% | 加碼 |
| SummitTX Capital, L.P. | 21,600 | $32.8 萬 | 0.01% | +21,600 | 新進 |
| Skandinaviska Enskilda Banken AB (publ) | 21,800 | $33.1 萬 | 0.00% | 00.0% | 不變 |
| State of Wyoming | 22,137 | $33.6 萬 | 0.04% | +22,137 | 新進 |
| Glenmede Trust Co NA | 22,215 | $33.7 萬 | 0.00% | +836+3.9% | 加碼 |
| Tennessee Valley Asset Management Partners | 22,236 | $33.7 萬 | 0.06% | −4,698−17.4% | 減碼 |
| GAMMA Investing LLC | 22,616 | $34.3 萬 | 0.03% | +3,714+19.6% | 加碼 |
| Pacer Advisors, Inc. | 22,895 | $34.7 萬 | 0.00% | −13,304−36.8% | 減碼 |
| Securian Asset Management, Inc | 23,682 | $35.9 萬 | 0.01% | −472−2.0% | 減碼 |
| Norinchukin Bank, The | 23,764 | $36.0 萬 | 0.01% | +3,242+15.8% | 加碼 |
| Louisiana State Employees Retirement System | 24,100 | $36.6 萬 | 0.01% | −100−0.4% | 減碼 |
| Farther Finance Advisors, LLC | 24,866 | $37.8 萬 | 0.01% | +3,449+16.1% | 加碼 |
| Centennial Wealth Advisory LLC | 25,420 | $38.6 萬 | 0.14% | +4,711+22.7% | 加碼 |
| Equitable Holdings, Inc. | 25,609 | $38.8 萬 | 0.00% | −13−0.1% | 減碼 |
| Colony Group, LLC | 25,888 | $39.3 萬 | 0.00% | −9,046−25.9% | 減碼 |
| Virginia Retirement Systems Et Al | 26,700 | $40.5 萬 | 0.00% | +26,700 | 新進 |
| Hartford Investment Management Co | 26,886 | $40.8 萬 | 0.01% | −549−2.0% | 減碼 |
| AlphaStar Capital Management, LLC | 27,124 | $41.1 萬 | 0.04% | −534−1.9% | 減碼 |
| Stock Yards Bank & Trust Co | 27,492 | $41.7 萬 | 0.01% | −200−0.7% | 減碼 |
| Strategic Advisors LLC | 27,500 | $41.7 萬 | 0.08% | −13,500−32.9% | 減碼 |
| Daiwa Securities Group Inc. | 27,541 | $41.8 萬 | 0.00% | +3,404+14.1% | 加碼 |
| Wellington Management Group LLP | 27,566 | $41.8 萬 | 0.00% | +27,566 | 新進 |
| Mather Group, LLC. | 28,529 | $43.3 萬 | 0.01% | −7,396−20.6% | 減碼 |
| Rakuten Investment Management, Inc. | 28,586 | $43.4 萬 | 0.00% | +28,586 | 新進 |
| Creative Planning | 28,928 | $43.9 萬 | 0.00% | −17,833−38.1% | 減碼 |
| Schonfeld Strategic Advisors LLC | 29,263 | $44.4 萬 | 0.00% | −300,149−91.1% | 減碼 |
| NorthCrest Asset Manangement, LLC | 29,315 | $44.5 萬 | 0.01% | −1,553−5.0% | 減碼 |
| Polymer Capital Management (US) LLC | 29,680 | $45.0 萬 | 0.14% | +29,680 | 新進 |
| Buckingham Strategic Partners | 29,874 | $45.3 萬 | 0.01% | +16,197+118.4% | 加碼 |
| MML Investors Services, LLC | 29,951 | $45.4 萬 | 0.00% | +2,220+8.0% | 加碼 |
| Advisors Asset Management, Inc. | 30,186 | $45.8 萬 | 0.01% | +6,947+29.9% | 加碼 |
| Bailard, Inc. | 31,200 | $47.3 萬 | 0.01% | +31,200 | 新進 |
| Investors Research Corp | 31,312 | $47.5 萬 | 0.10% | +1,662+5.6% | 加碼 |
| Scientech Research LLC | 31,817 | $48.3 萬 | 0.13% | +31,817 | 新進 |
| Public Employees Retirement Association of Colorado | 31,913 | $48.4 萬 | 0.00% | 00.0% | 不變 |
| Vestcor Inc | 32,000 | $48.5 萬 | 0.02% | 00.0% | 不變 |
| NEOS Investment Management LLC | 32,460 | $49.2 萬 | 0.01% | +6,254+23.9% | 加碼 |
| Bridgefront Capital, LLC | 33,020 | $50.1 萬 | 0.14% | +14,737+80.6% | 加碼 |
| Retirement Planning Co of New England, Inc. | 33,186 | $50.3 萬 | 0.26% | +2,302+7.5% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 33,557 | $50.9 萬 | 0.00% | −7,898−19.1% | 減碼 |
| CIBC World Markets Corp | 33,653 | $51.1 萬 | 0.00% | −16,907−33.4% | 減碼 |
| Crossmark Global Holdings, Inc. | 33,689 | $51.1 萬 | 0.01% | −538−1.6% | 減碼 |
| Axq Capital, LP | 33,801 | $51.3 萬 | 0.21% | +33,801 | 新進 |
| Abc Arbitrage SA | 33,845 | $51.3 萬 | 0.10% | +33,845 | 新進 |
| Xponance, Inc. | 34,333 | $52.1 萬 | 0.01% | −3,992−10.4% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 34,660 | $52.5 萬 | 0.00% | +3,189+10.1% | 加碼 |
| CI Private Wealth, LLC | 34,882 | $52.9 萬 | 0.00% | +12,836+58.2% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 35,070 | $53.2 萬 | 0.02% | +35,070 | 新進 |
| Mirae Asset Global ETFs Holdings Ltd. | 35,767 | $54.3 萬 | 0.00% | +2,393+7.2% | 加碼 |
| Mizuho Securities USA LLC | 35,871 | $54.4 萬 | 0.01% | −6,726−15.8% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 36,439 | $55.3 萬 | 0.00% | +398+1.1% | 加碼 |
| Elo Mutual Pension Insurance Co | 37,006 | $56.1 萬 | 0.01% | +37,006 | 新進 |
| Wealthcare Advisory Partners LLC | 37,099 | $56.3 萬 | 0.02% | +2,564+7.4% | 加碼 |
| Integrated Wealth Concepts LLC | 37,100 | $56.3 萬 | 0.01% | +37,100 | 新進 |
| Woodline Partners LP | 37,850 | $57.4 萬 | 0.00% | +10,859+40.2% | 加碼 |
| Kestra Advisory Services, LLC | 38,315 | $58.1 萬 | 0.00% | −5,128−11.8% | 減碼 |
| Oregon Public Employees Retirement Fund | 38,507 | $58.4 萬 | 0.01% | +20+0.1% | 加碼 |
| Twin Capital Management Inc | 39,047 | $59.2 萬 | 0.07% | +13,072+50.3% | 加碼 |
| Natixis | 40,375 | $60.9 萬 | 0.00% | −391,935−90.7% | 減碼 |
| Elevated Capital Advisors, LLC | 41,084 | $62.3 萬 | 0.17% | +1,517+3.8% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 42,737 | $64.8 萬 | 0.00% | −1,127−2.6% | 減碼 |
| Los Angeles Capital Management LLC | 44,525 | $67.5 萬 | 0.00% | +6,086+15.8% | 加碼 |
| Stratos Wealth Partners, LTD. | 44,956 | $68.2 萬 | 0.01% | +8,922+24.8% | 加碼 |
| Savant Capital, LLC | 45,353 | $68.8 萬 | 0.01% | −94,169−67.5% | 減碼 |
| Nebula Research & Development LLC | 46,010 | $69.8 萬 | 0.06% | +46,010 | 新進 |
| Contravisory Investment Management, Inc. | 46,795 | $71.0 萬 | 0.15% | +46,795 | 新進 |
| Campbell & CO Investment Adviser LLC | 46,842 | $71.1 萬 | 0.05% | −28,326−37.7% | 減碼 |
| D.A. Davidson & Co. | 47,462 | $72.0 萬 | 0.01% | +755+1.6% | 加碼 |
| Allworth Financial LP | 51,783 | $72.9 萬 | 0.00% | +38,856+300.6% | 加碼 |
| Invst, LLC | 48,054 | $72.9 萬 | 0.10% | +48,054 | 新進 |
| Oak Thistle LLC | 48,655 | $73.8 萬 | 0.15% | +48,655 | 新進 |
| Sciencast Management LP | 49,217 | $74.7 萬 | 0.17% | +15,344+45.3% | 加碼 |
| Rothschild Investment LLC | 49,665 | $75.3 萬 | 0.05% | −2,935−5.6% | 減碼 |
| Mutual of America Capital Management LLC | 52,100 | $79.0 萬 | 0.01% | −1,743−3.2% | 減碼 |