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 |
|---|---|---|---|---|---|
| Dynamic Technology Lab Private Ltd | 52,291 | $79.3 萬 | 0.11% | +52,291 | 新進 |
| State of Alaska, Department of Revenue | 52,501 | $79.6 萬 | 0.01% | +1,260+2.5% | 加碼 |
| Merit Financial Group, LLC | 52,482 | $79.6 萬 | 0.01% | +15,201+40.8% | 加碼 |
| Pallas Capital Advisors LLC | 52,651 | $79.9 萬 | 0.03% | +2,828+5.7% | 加碼 |
| Kestra Private Wealth Services, LLC | 54,173 | $82.2 萬 | 0.01% | −5,925−9.9% | 減碼 |
| Teacher Retirement System of Texas | 55,575 | $84.3 萬 | 0.00% | +55,575 | 新進 |
| Captrust Financial Advisors | 55,789 | $84.6 萬 | 0.00% | −15,959−22.2% | 減碼 |
| Entropy Technologies, LP | 56,084 | $85.1 萬 | 0.08% | −6,911−11.0% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 56,861 | $86.4 萬 | 0.00% | +7,796+15.9% | 加碼 |
| JustInvest LLC | 58,211 | $88.3 萬 | 0.01% | +9,226+18.8% | 加碼 |
| New York Life Investment Management LLC | 59,116 | $89.7 萬 | 0.01% | +154+0.3% | 加碼 |
| Lecap Asset Management Ltd | 62,520 | $94.8 萬 | 0.22% | −12,262−16.4% | 減碼 |
| CIBC Asset Management Inc | 62,588 | $94.9 萬 | 0.00% | −1,600−2.5% | 減碼 |
| Tounjian Advisory Partners, LLC | 62,790 | $95.3 萬 | 0.18% | +62,790 | 新進 |
| Gold Investment Management Ltd. | 63,700 | $96.6 萬 | 0.41% | +8,833+16.1% | 加碼 |
| Yousif Capital Management, LLC | 65,393 | $99.2 萬 | 0.01% | −372−0.6% | 減碼 |
| First Trust Advisors LP | 65,453 | $99.3 萬 | 0.00% | +5,805+9.7% | 加碼 |
| KLP Kapitalforvaltning AS | 65,900 | $100.0 萬 | 0.00% | −3,500−5.0% | 減碼 |
| Centiva Capital, LP | 66,397 | $100.7 萬 | 0.06% | +34,673+109.3% | 加碼 |
| Neuberger Berman Group LLC | 67,087 | $101.8 萬 | 0.00% | +2,152+3.3% | 加碼 |
| KBC Group NV | 67,672 | $102.7 萬 | 0.00% | −22,327−24.8% | 減碼 |
| Standard Life Aberdeen plc | 68,257 | $102.8 萬 | 0.00% | +37,543+122.2% | 加碼 |
| Maltese Capital Management LLC | 70,000 | $106.2 萬 | 0.17% | +70,000 | 新進 |
| Bridgewater Associates, LP | 70,921 | $107.6 萬 | 0.00% | −17,782−20.0% | 減碼 |
| Harmony Asset Management LLC | 72,410 | $109.8 萬 | 0.46% | +1,010+1.4% | 加碼 |
| Advisor Group Holdings, Inc. | 72,420 | $109.9 萬 | 0.00% | +30,862+74.3% | 加碼 |
| Sterling Capital Management LLC | 72,872 | $110.5 萬 | 0.02% | −6,009−7.6% | 減碼 |
| Mork Capital Management, LLC | 73,400 | $111.3 萬 | 0.87% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 73,940 | $112.2 萬 | 0.00% | +1,194+1.6% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 75,384 | $114.4 萬 | 0.00% | −2,361−3.0% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 75,941 | $115.2 萬 | 0.00% | +75,941 | 新進 |
| Vinva Investment Management Ltd | 48,136 | $116.3 萬 | 0.05% | +7,672+19.0% | 加碼 |
| Handelsbanken Fonder AB | 77,000 | $116.8 萬 | 0.00% | 00.0% | 不變 |
| Impax Asset Management Group plc | 77,334 | $117.3 萬 | 0.01% | +2,661+3.6% | 加碼 |
| Greenwood Capital Associates LLC | 77,463 | $117.5 萬 | 0.16% | +5,777+8.1% | 加碼 |
| CSS LLC | 77,557 | $117.7 萬 | 0.08% | +49,500+176.4% | 加碼 |
| Kiker Wealth Management, LLC | 78,693 | $119.4 萬 | 0.81% | −1,944−2.4% | 減碼 |
| TD Asset Management Inc | 79,317 | $120.3 萬 | 0.00% | −1,561−1.9% | 減碼 |
| Carrera Capital Advisors | 79,493 | $120.6 萬 | 0.27% | +10,781+15.7% | 加碼 |
| Amalgamated Bank | 81,210 | $123.2 萬 | 0.01% | −1,174−1.4% | 減碼 |
| Mercer Global Advisors Inc | 81,914 | $124.3 萬 | 0.00% | +5,635+7.4% | 加碼 |
| Highland Capital Management, LLC | 83,245 | $126.3 萬 | 0.08% | −7,280−8.0% | 減碼 |
| Cozad Asset Management Inc | 84,011 | $127.4 萬 | 0.13% | +84,011 | 新進 |
| Lazard Asset Management LLC | 84,670 | $128.3 萬 | 0.00% | +21,033+33.1% | 加碼 |
| Versor Investments LP | 84,800 | $128.6 萬 | 0.21% | −46,300−35.3% | 減碼 |
| Cetera Investment Advisers | 85,234 | $129.3 萬 | 0.00% | +6,239+7.9% | 加碼 |
| Jones Financial Companies LLLP | 85,574 | $130.0 萬 | 0.00% | +20,324+31.1% | 加碼 |
| Qsemble Capital Management, LP | 85,836 | $130.2 萬 | 0.14% | −140−0.2% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 86,290 | $130.9 萬 | 0.01% | +4,120+5.0% | 加碼 |
| Wealthfront Advisers LLC | 87,003 | $132.0 萬 | 0.00% | −615−0.7% | 減碼 |
| Vident Advisory, LLC | 87,903 | $133.3 萬 | 0.02% | +12,645+16.8% | 加碼 |
| Janney Montgomery Scott LLC | 88,343 | $134.0 萬 | 0.00% | −103−0.1% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 91,500 | $138.8 萬 | 0.09% | +43,077+89.0% | 加碼 |
| Guggenheim Capital LLC | 93,237 | $141.4 萬 | 0.01% | +30,912+49.6% | 加碼 |
| Baird Financial Group, Inc. | 96,066 | $145.7 萬 | 0.00% | −1,328−1.4% | 減碼 |
| Retirement Systems of Alabama | 96,270 | $146.0 萬 | 0.01% | −1,035−1.1% | 減碼 |
| Arizona State Retirement System | 96,689 | $146.7 萬 | 0.01% | −1,267−1.3% | 減碼 |
| Mariner, LLC | 97,377 | $147.7 萬 | 0.00% | −518−0.5% | 減碼 |
| Truist Financial Corp | 97,469 | $147.9 萬 | 0.00% | −460−0.5% | 減碼 |
| Ensign Peak Advisors, Inc | 98,025 | $148.7 萬 | 0.00% | 00.0% | 不變 |
| Pictet Asset Management Holding SA | 98,613 | $149.6 萬 | 0.00% | +678+0.7% | 加碼 |
| ARGA Investment Management, LP | 99,080 | $150.3 萬 | 0.05% | 00.0% | 不變 |
| Valueworks LLC | 99,826 | $151.4 萬 | 0.57% | −107,565−51.9% | 減碼 |
| The PNC Financial Services Group, Inc. | 100,992 | $153.2 萬 | 0.00% | −4,881−4.6% | 減碼 |
| Russell Investments Group, Ltd. | 101,792 | $154.4 萬 | 0.00% | −3,402−3.2% | 減碼 |
| Corebridge Financial, Inc. | 102,380 | $155.3 萬 | 0.01% | −3,456−3.3% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 102,452 | $155.4 萬 | 0.01% | +6,888+7.2% | 加碼 |
| Czech National Bank | 102,898 | $156.1 萬 | 0.01% | +5,450+5.6% | 加碼 |
| UniSuper Management Pty Ltd | 103,504 | $157.0 萬 | 0.01% | +14,959+16.9% | 加碼 |
| Hancock Whitney Corp | 107,466 | $163.0 萬 | 0.05% | +59,041+121.9% | 加碼 |
| Brandywine Global Investment Management, LLC | 108,480 | $164.6 萬 | 0.01% | +14,924+16.0% | 加碼 |
| State of New Jersey Common Pension Fund D | 109,791 | $166.6 萬 | 0.01% | −11,759−9.7% | 減碼 |
| Raymond James Financial Inc | 112,938 | $171.3 萬 | 0.00% | −250−0.2% | 減碼 |
| MetLife Investment Management | 114,867 | $174.3 萬 | 0.01% | −2,610−2.2% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 114,956 | $174.4 萬 | 0.00% | −26,008−18.5% | 減碼 |
| Commonwealth Equity Services, LLC | 115,614 | $175.4 萬 | 0.00% | +20,464+21.5% | 加碼 |
| Voya Investment Management LLC | 118,251 | $179.4 萬 | 0.00% | −535−0.5% | 減碼 |
| Pathstone Holdings, LLC | 119,697 | $182.1 萬 | 0.01% | +3,854+3.3% | 加碼 |
| Public Employees Retirement System of Ohio | 120,309 | $182.5 萬 | 0.01% | −12,994−9.7% | 減碼 |
| Federation des caisses Desjardins du Quebec | 120,403 | $182.7 萬 | 0.01% | +15,360+14.6% | 加碼 |
| State of Michigan Retirement System | 121,498 | $184.3 萬 | 0.01% | −500−0.4% | 減碼 |
| Dark Forest Capital Management LP | 124,036 | $188.2 萬 | 0.09% | +124,036 | 新進 |
| STRS Ohio | 124,267 | $188.5 萬 | 0.01% | +3,494+2.9% | 加碼 |
| Trexquant Investment LP | 125,257 | $190.0 萬 | 0.02% | −457,996−78.5% | 減碼 |
| Systematic Alpha Investments, LLC | 126,193 | $191.4 萬 | 0.07% | 00.0% | 不變 |
| QRG Capital Management, Inc. | 127,477 | $193.4 萬 | 0.02% | +5,543+4.5% | 加碼 |
| Venture Visionary Partners LLC | 129,099 | $195.8 萬 | 0.08% | +7,829+6.5% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 130,642 | $198.2 萬 | 0.00% | +5,342+4.3% | 加碼 |
| Continental Advisors LLC | 131,690 | $199.8 萬 | 1.48% | −38,600−22.7% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 132,206 | $200.6 萬 | 0.02% | 00.0% | 不變 |
| American Century Companies Inc | 133,993 | $203.3 萬 | 0.00% | −3,631−2.6% | 減碼 |
| Thrivent Financial for Lutherans | 134,643 | $204.3 萬 | 0.00% | −74,068−35.5% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 139,643 | $211.7 萬 | 0.02% | +17,374+14.2% | 加碼 |
| Erste Asset Management GmbH | 140,617 | $213.6 萬 | 0.03% | +10,433+8.0% | 加碼 |
| Econ Financial Services Corp | 151,166 | $229.3 萬 | 1.22% | +29,632+24.4% | 加碼 |
| Renaissance Technologies LLC | 153,900 | $233.5 萬 | 0.00% | +108,900+242.0% | 加碼 |
| Gabelli Funds LLC | 155,000 | $235.1 萬 | 0.02% | 00.0% | 不變 |
| Alaska Permanent Fund Corp | 171,220 | $238.5 萬 | 0.03% | 00.0% | 不變 |
| State of Wisconsin Investment Board | 160,019 | $242.7 萬 | 0.01% | +70,202+78.2% | 加碼 |
| Rafferty Asset Management, LLC | 160,174 | $243.0 萬 | 0.01% | −9,985−5.9% | 減碼 |