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 |
|---|---|---|---|---|---|
| Ethic Inc. | 20,400 | $31.0 萬 | 0.01% | +2,044+11.1% | 加碼 |
| LGT Group Foundation | 20,279 | $30.8 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 20,411 | $30.7 萬 | 0.01% | −10,222−33.4% | 減碼 |
| MBB Public Markets I LLC | 20,251 | $30.7 萬 | 0.04% | +20,251 | 新進 |
| ING Groep NV | 20,095 | $30.5 萬 | 0.00% | −218−1.1% | 減碼 |
| Utah Retirement Systems | 20,000 | $30.3 萬 | 0.00% | 00.0% | 不變 |
| Element Wealth, LLC | 19,854 | $30.1 萬 | 0.16% | +99+0.5% | 加碼 |
| 111 Capital | 19,699 | $29.9 萬 | 0.06% | +19,699 | 新進 |
| Sumitomo Mitsui Trust Holdings, Inc. | 19,488 | $29.6 萬 | 0.00% | +3,778+24.0% | 加碼 |
| Parallax Volatility Advisers, L.P. | 19,470 | $29.5 萬 | 0.01% | +19,469+1,946,900.0% | 加碼 |
| Arkadios Wealth Advisors | 19,456 | $29.5 萬 | 0.01% | +19,456 | 新進 |
| Teza Capital Management LLC | 19,013 | $28.8 萬 | 0.13% | −80,856−81.0% | 減碼 |
| Paragon Capital Management Ltd | 18,970 | $28.8 萬 | 0.06% | +235+1.3% | 加碼 |
| Independent Financial Group, LLC | 18,674 | $28.3 萬 | 0.01% | +18,674 | 新進 |
| Signaturefd, LLC | 18,263 | $27.7 萬 | 0.01% | −946−4.9% | 減碼 |
| iA Global Asset Management Inc. | 18,223 | $27.6 萬 | 0.00% | +18,223 | 新進 |
| EPG Wealth Management LLC | 18,127 | $27.5 萬 | 0.08% | +422+2.4% | 加碼 |
| Keebeck Alpha, LP | 17,920 | $27.2 萬 | 0.32% | +4,360+32.2% | 加碼 |
| TownSquare Capital, LLC | 17,882 | $27.1 萬 | 0.00% | +4,507+33.7% | 加碼 |
| International Private Wealth Advisors LLC | 17,665 | $26.8 萬 | 0.26% | +1,472+9.1% | 加碼 |
| Prelude Capital Management, LLC | 17,526 | $26.6 萬 | 0.03% | +6,506+59.0% | 加碼 |
| MAI Capital Management | 17,496 | $26.5 萬 | 0.00% | −83−0.5% | 減碼 |
| Maryland State Retirement & Pension System | 17,077 | $25.9 萬 | 0.01% | −3,794−18.2% | 減碼 |
| Natixis Advisors, L.P. | 17,096 | $25.9 萬 | 0.00% | +4,862+39.7% | 加碼 |
| Forum Financial Management, LP | 16,536 | $25.1 萬 | 0.00% | +55+0.3% | 加碼 |
| Impact Partnership Wealth, LLC | 16,339 | $24.8 萬 | 0.05% | +16,339 | 新進 |
| NBC Securities, Inc. | 16,317 | $24.7 萬 | 0.02% | +16,300+95,882.4% | 加碼 |
| Apollon Wealth Management, LLC | 16,097 | $24.4 萬 | 0.01% | −7,347−31.3% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 16,087 | $24.4 萬 | 0.01% | 00.0% | 不變 |
| HighTower Advisors, LLC | 15,947 | $24.2 萬 | 0.00% | −5,454−25.5% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 15,928 | $24.2 萬 | 0.01% | −25,565−61.6% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 15,560 | $23.6 萬 | 0.00% | −8,707−35.9% | 減碼 |
| Eisler Capital Management Ltd. | 15,426 | $23.4 萬 | 0.01% | +15,426 | 新進 |
| Machina Capital S.A.S. | 15,430 | $23.4 萬 | 0.07% | +15,430 | 新進 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 15,366 | $23.3 萬 | 0.00% | −17,500−53.2% | 減碼 |
| Eagle Rock Investment Company, LLC | 15,175 | $23.0 萬 | 0.04% | 00.0% | 不變 |
| Numerai GP LLC | 15,009 | $22.8 萬 | 0.04% | −1,878−11.1% | 減碼 |
| XTX Topco Ltd | 14,868 | $22.6 萬 | 0.01% | +4,176+39.1% | 加碼 |
| Kaufman Rossin Wealth, LLC | 14,790 | $22.4 萬 | 0.16% | +14,790 | 新進 |
| Simplex Trading, LLC | 14,590 | $22.1 萬 | 0.01% | −111,144−88.4% | 減碼 |
| Boothbay Fund Management, LLC | 14,488 | $22.0 萬 | 0.01% | +14,488 | 新進 |
| Nomura Asset Management Co Ltd | 14,355 | $21.8 萬 | 0.00% | +100+0.7% | 加碼 |
| Nomura Holdings Inc | 14,147 | $21.5 萬 | 0.00% | −301,458−95.5% | 減碼 |
| Holcombe Financial, Inc. | 14,080 | $21.4 萬 | 0.18% | 00.0% | 不變 |
| Greenleaf Trust | 13,917 | $21.1 萬 | 0.00% | −79−0.6% | 減碼 |
| Generali Asset Management SPA SGR | 13,796 | $20.9 萬 | 0.01% | +1,124+8.9% | 加碼 |
| Cutter & CO Brokerage, Inc. | 13,443 | $20.4 萬 | 0.05% | +13,443 | 新進 |
| Everence Capital Management Inc | 13,310 | $20.2 萬 | 0.01% | 00.0% | 不變 |
| Dorsey & Whitney Trust CO LLC | 13,289 | $20.2 萬 | 0.01% | −58−0.4% | 減碼 |
| Asset Management One Co.,Ltd. | 13,056 | $19.8 萬 | 0.00% | −70,052−84.3% | 減碼 |
| V-Square Quantitative Management LLC | 12,921 | $19.6 萬 | 0.03% | +125+1.0% | 加碼 |
| Keystone Financial Group | 12,746 | $19.3 萬 | 0.02% | −207−1.6% | 減碼 |
| United Services Automobile Association | 12,727 | $19.3 萬 | 0.01% | 00.0% | 不變 |
| R Squared Ltd | 12,680 | $19.2 萬 | 0.21% | +3,360+36.1% | 加碼 |
| US Bancorp | 12,649 | $19.2 萬 | 0.00% | −169−1.3% | 減碼 |
| EP Wealth Advisors, LLC | 12,477 | $18.9 萬 | 0.00% | +792+6.8% | 加碼 |
| Stonebridge Capital Advisors LLC | 12,325 | $18.7 萬 | 0.02% | −1,300−9.5% | 減碼 |
| Keynote Financial Services LLC | 12,091 | $18.3 萬 | 0.13% | +12,091 | 新進 |
| SRS Capital Advisors, Inc. | 12,033 | $18.3 萬 | 0.01% | +11,074+1,154.7% | 加碼 |
| Novare Capital Management LLC | 12,000 | $18.2 萬 | 0.02% | 00.0% | 不變 |
| Kovitz Investment Group Partners, LLC | 11,621 | $17.6 萬 | 0.00% | −4,037−25.8% | 減碼 |
| Harbour Investments, Inc. | 11,562 | $17.5 萬 | 0.01% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 11,411 | $17.3 萬 | 0.00% | +278+2.5% | 加碼 |
| SG Americas Securities, LLC | 11,266 | $17.1 萬 | 0.00% | +358+3.3% | 加碼 |
| Independent Advisor Alliance | 11,215 | $17.0 萬 | 0.01% | +11,215 | 新進 |
| CX Institutional | 11,184 | $17.0 萬 | 0.01% | +382+3.5% | 加碼 |
| Shell Asset Management Co | 11,057 | $16.8 萬 | 0.01% | −478−4.1% | 減碼 |
| Magnetar Financial LLC | 10,577 | $16.0 萬 | 0.00% | −786−6.9% | 減碼 |
| Panagora Asset Management Inc | 10,564 | $16.0 萬 | 0.00% | +454+4.5% | 加碼 |
| United Capital Financial Advisers, LLC | 10,493 | $15.9 萬 | 0.00% | −2,016−16.1% | 減碼 |
| Wedmont Private Capital | 12,340 | $15.8 萬 | 0.01% | −6,658−35.0% | 減碼 |
| Moors & Cabot, Inc. | 10,234 | $15.5 萬 | 0.01% | −270−2.6% | 減碼 |
| Meeder Advisory Services, Inc. | 10,218 | $15.5 萬 | 0.01% | +10,218 | 新進 |
| M&T Bank Corp | 10,108 | $15.3 萬 | 0.00% | −2,237−18.1% | 減碼 |
| Coldstream Capital Management Inc | 9,841 | $14.9 萬 | 0.00% | −1,231−11.1% | 減碼 |
| Headlands Technologies LLC | 9,596 | $14.6 萬 | 0.02% | −5,562−36.7% | 減碼 |
| DekaBank Deutsche Girozentrale | 9,471 | $14.2 萬 | 0.00% | −57−0.6% | 減碼 |
| Aquatic Capital Management LLC | 8,692 | $13.2 萬 | 0.00% | −96,327−91.7% | 減碼 |
| SBI Securities Co., Ltd. | 8,258 | $12.5 萬 | 0.00% | +1,247+17.8% | 加碼 |
| Atlas Capital Advisors LLC | 7,938 | $12.0 萬 | 0.02% | +7,938 | 新進 |
| MUFG Securities Americas Inc. | 7,930 | $12.0 萬 | 0.01% | +1,296+19.5% | 加碼 |
| Van Eck Associates Corp | 7,607 | $11.5 萬 | 0.00% | −154,151−95.3% | 減碼 |
| Hoertkorn Richard Charles | 7,000 | $10.6 萬 | 0.05% | 00.0% | 不變 |
| Horizon Investments, LLC | 6,522 | $9.89 萬 | 0.00% | +302+4.9% | 加碼 |
| Danske Bank A/S | 6,500 | $9.86 萬 | 0.00% | 00.0% | 不變 |
| Bayforest Capital Ltd | 6,491 | $9.85 萬 | 0.04% | +6,491 | 新進 |
| Bessemer Group Inc | 6,313 | $9.60 萬 | 0.00% | −83,591−93.0% | 減碼 |
| MCF Advisors LLC | 6,160 | $9.34 萬 | 0.01% | −136−2.2% | 減碼 |
| Exchange Traded Concepts, LLC | 6,157 | $9.34 萬 | 0.00% | +689+12.6% | 加碼 |
| Caldwell Trust Co | 5,646 | $8.56 萬 | 0.01% | 00.0% | 不變 |
| Assetmark, Inc | 5,494 | $8.33 萬 | 0.00% | +1,998+57.2% | 加碼 |
| Quarry LP | 5,485 | $8.32 萬 | 0.02% | +4,816+719.9% | 加碼 |
| Skopos Labs, Inc. | 5,465 | $8.29 萬 | 0.02% | +800+17.1% | 加碼 |
| Ameritas Investment Partners, Inc. | 4,888 | $7.42 萬 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 4,600 | $6.98 萬 | 0.00% | +863+23.1% | 加碼 |
| Credit Agricole S A | 4,259 | $6.46 萬 | 0.00% | −99,619−95.9% | 減碼 |
| United Community Bank | 4,178 | $6.34 萬 | 0.02% | +112+2.8% | 加碼 |
| Quent Capital, LLC | 4,115 | $6.24 萬 | 0.01% | −201−4.7% | 減碼 |
| Resona Asset Management Co.,Ltd. | 3,943 | $5.99 萬 | 0.00% | +990+33.5% | 加碼 |
| Covestor Ltd | 3,656 | $5.50 萬 | 0.04% | −39−1.1% | 減碼 |