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 2 季 13F 持有人
Invesco Ltd. 在 2025/6/30 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
- 521
- 較 2025 年第 1 季 +7 家
- 持有股數
- 4.12 億
- 較 2025 年第 1 季 +444.9 萬 (+1.1%)
- 總市值
- $65.0 億
- 較 2025 年第 1 季 +$3.28 億 (+5.3%)
- 新進機構
- 78
- 另有 201 家加碼
- 清倉機構
- 71
- 另有 186 家減碼
另有 5 家機構在 2025 年第 1 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Private Trust Co NA | 1,267 | $2.00 萬 | 0.00% | −86−6.4% | 減碼 |
| Massmutual Trust Co FSB | 1,313 | $2.07 萬 | 0.00% | −208−13.7% | 減碼 |
| MUFG Securities EMEA plc | 1,320 | $2.08 萬 | 0.00% | +1,320 | 新進 |
| Crews Bank & Trust | 1,325 | $2.09 萬 | 0.00% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 1,474 | $2.32 萬 | 0.00% | −1,266−46.2% | 減碼 |
| Bryn Mawr Trust Co | 1,494 | $2.36 萬 | 0.00% | −491−24.7% | 減碼 |
| Optimum Investment Advisors | 1,600 | $2.52 萬 | 0.01% | 00.0% | 不變 |
| Curat Global, LLC | 1,610 | $2.54 萬 | 0.02% | −1,610−50.0% | 減碼 |
| HHM Wealth Advisors, LLC | 1,650 | $2.60 萬 | 0.00% | −450−21.4% | 減碼 |
| Deseret Mutual Benefit Administrators | 1,824 | $2.88 萬 | 0.01% | 00.0% | 不變 |
| Capital A Wealth Management, LLC | 1,667 | $2.97 萬 | 0.34% | +1,633+4,802.9% | 加碼 |
| Caption Management, LLC | 1,929 | $3.04 萬 | 0.00% | +1,929 | 新進 |
| Federated Hermes, Inc. | 1,948 | $3.07 萬 | 0.00% | −21−1.1% | 減碼 |
| Contravisory Investment Management, Inc. | 2,103 | $3.32 萬 | 0.01% | −44,692−95.5% | 減碼 |
| Truvestments Capital LLC | 2,105 | $3.32 萬 | 0.01% | −1,414−40.2% | 減碼 |
| IFP Advisors, Inc | 2,127 | $3.35 萬 | 0.00% | +761+55.7% | 加碼 |
| Parkside Financial Bank & Trust | 2,133 | $3.36 萬 | 0.00% | −169−7.3% | 減碼 |
| Manchester Capital Management LLC | 2,152 | $3.39 萬 | 0.00% | −68−3.1% | 減碼 |
| Huntington National Bank | 2,208 | $3.48 萬 | 0.00% | −277−11.1% | 減碼 |
| Ci Investments Inc. | 2,289 | $3.60 萬 | 0.00% | +461+25.2% | 加碼 |
| Capital Analysts, LLC | 2,510 | $4.00 萬 | 0.00% | −3−0.1% | 減碼 |
| Parallel Advisors, LLC | 2,559 | $4.04 萬 | 0.00% | −515−16.8% | 減碼 |
| SRS Capital Advisors, Inc. | 2,570 | $4.05 萬 | 0.00% | −9,463−78.6% | 減碼 |
| Umb Bank N A | 2,623 | $4.14 萬 | 0.00% | +824+45.8% | 加碼 |
| Silvant Capital Management LLC | 2,649 | $4.18 萬 | 0.00% | 00.0% | 不變 |
| Danske Bank A/S | 3,000 | $4.73 萬 | 0.00% | −3,500−53.8% | 減碼 |
| MCF Advisors LLC | 3,176 | $5.01 萬 | 0.00% | −2,984−48.4% | 減碼 |
| iA Global Asset Management Inc. | 3,321 | $5.20 萬 | 0.00% | −14,902−81.8% | 減碼 |
| Evelyn Partners Investment Management LLP | 3,470 | $5.47 萬 | 0.00% | 00.0% | 不變 |
| Kestra Investment Management, LLC | 3,889 | $6.11 萬 | 0.00% | +3,443+772.0% | 加碼 |
| TD Private Client Wealth LLC | 4,010 | $6.32 萬 | 0.00% | +407+11.3% | 加碼 |
| Zions Bancorporation, National Association | 4,043 | $6.38 萬 | 0.00% | +3,979+6,217.2% | 加碼 |
| Caldwell Trust Co | 4,146 | $6.54 萬 | 0.01% | −1,500−26.6% | 減碼 |
| United Community Bank | 4,180 | $6.59 萬 | 0.02% | +20.0% | 加碼 |
| Ameritas Investment Partners, Inc. | 4,224 | $6.66 萬 | 0.00% | −664−13.6% | 減碼 |
| Proffitt & Goodson Inc | 4,606 | $7.26 萬 | 0.01% | +4,606 | 新進 |
| Principal Securities, Inc. | 4,614 | $7.28 萬 | 0.00% | +2,131+85.8% | 加碼 |
| Tower Research Capital LLC (TRC) | 4,748 | $7.49 萬 | 0.00% | −15,663−76.7% | 減碼 |
| Resona Asset Management Co.,Ltd. | 4,998 | $7.85 萬 | 0.00% | +1,055+26.8% | 加碼 |
| Federation des caisses Desjardins du Quebec | 5,560 | $8.77 萬 | 0.00% | −114,843−95.4% | 減碼 |
| Exchange Traded Concepts, LLC | 5,701 | $8.99 萬 | 0.00% | −456−7.4% | 減碼 |
| Neo Ivy Capital Management | 5,963 | $9.40 萬 | 0.03% | +5,963 | 新進 |
| Skopos Labs, Inc. | 6,364 | $10.0 萬 | 0.01% | +899+16.5% | 加碼 |
| Bessemer Group Inc | 6,618 | $10.4 萬 | 0.00% | +305+4.8% | 加碼 |
| Van Eck Associates Corp | 7,359 | $11.6 萬 | 0.00% | −248−3.3% | 減碼 |
| Horizon Investments, LLC | 7,491 | $11.8 萬 | 0.00% | +969+14.9% | 加碼 |
| SBI Securities Co., Ltd. | 8,567 | $13.5 萬 | 0.00% | +309+3.7% | 加碼 |
| Point72 Hong Kong Ltd | 8,611 | $13.6 萬 | 0.01% | +8,611 | 新進 |
| Shell Asset Management Co | 8,768 | $13.8 萬 | 0.00% | −2,289−20.7% | 減碼 |
| Versant Capital Management, Inc | 9,009 | $14.2 萬 | 0.02% | +5,929+192.5% | 加碼 |
| Quarry LP | 9,286 | $14.6 萬 | 0.03% | +3,801+69.3% | 加碼 |
| DekaBank Deutsche Girozentrale | 9,528 | $14.9 萬 | 0.00% | +57+0.6% | 加碼 |
| MUFG Securities Americas Inc. | 9,919 | $15.6 萬 | 0.01% | +1,989+25.1% | 加碼 |
| Sequoia Financial Advisors, LLC | 10,043 | $15.8 萬 | 0.00% | +10,043 | 新進 |
| Corton Capital Inc. | 10,190 | $16.1 萬 | 0.19% | +10,190 | 新進 |
| Metis Global Partners, LLC | 10,597 | $16.7 萬 | 0.00% | +10,597 | 新進 |
| Panagora Asset Management Inc | 10,641 | $16.8 萬 | 0.00% | +77+0.7% | 加碼 |
| Signaturefd, LLC | 10,814 | $17.1 萬 | 0.00% | −7,449−40.8% | 減碼 |
| Twinbeech Capital LP | 10,868 | $17.1 萬 | 0.00% | +10,868 | 新進 |
| Waddell & Associates, LLC | 10,893 | $17.2 萬 | 0.02% | +10,893 | 新進 |
| Carrera Capital Advisors | 10,940 | $17.3 萬 | 0.03% | −68,553−86.2% | 減碼 |
| Coldstream Capital Management Inc | 11,005 | $17.4 萬 | 0.00% | +1,164+11.8% | 加碼 |
| Avantax Advisory Services, Inc. | 11,133 | $17.6 萬 | 0.00% | −278−2.4% | 減碼 |
| Cornerstone Wealth Management, LLC | 11,200 | $17.7 萬 | 0.01% | +11,200 | 新進 |
| Kovitz Investment Group Partners, LLC | 11,233 | $17.7 萬 | 0.00% | −388−3.3% | 減碼 |
| Private Advisor Group, LLC | 11,405 | $18.0 萬 | 0.00% | +11,405 | 新進 |
| KBC Group NV | 11,414 | $18.0 萬 | 0.00% | −56,258−83.1% | 減碼 |
| Axq Capital, LP | 11,551 | $18.2 萬 | 0.06% | −22,250−65.8% | 減碼 |
| Teza Capital Management LLC | 11,699 | $18.4 萬 | 0.14% | −7,314−38.5% | 減碼 |
| Keynote Financial Services LLC | 11,744 | $18.5 萬 | 0.12% | −347−2.9% | 減碼 |
| Quadrant Capital Group LLC | 11,916 | $18.8 萬 | 0.01% | −9,472−44.3% | 減碼 |
| EP Wealth Advisors, LLC | 11,990 | $18.9 萬 | 0.00% | −487−3.9% | 減碼 |
| Greenleaf Trust | 12,133 | $19.1 萬 | 0.00% | −1,784−12.8% | 減碼 |
| DRW Securities, LLC | 12,321 | $19.4 萬 | 0.01% | +12,321 | 新進 |
| Stonebridge Capital Advisors LLC | 12,325 | $19.4 萬 | 0.01% | 00.0% | 不變 |
| US Bancorp | 12,369 | $19.5 萬 | 0.00% | −280−2.2% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 12,482 | $19.7 萬 | 0.00% | +12,482 | 新進 |
| Gotham Asset Management, LLC | 12,538 | $19.8 萬 | 0.00% | +12,538 | 新進 |
| Keystone Financial Group | 12,595 | $19.9 萬 | 0.02% | −151−1.2% | 減碼 |
| Covestor Ltd | 12,728 | $20.1 萬 | 0.12% | +9,072+248.1% | 加碼 |
| Keebeck Alpha, LP | 12,892 | $20.3 萬 | 0.33% | −5,028−28.1% | 減碼 |
| EverSource Wealth Advisors, LLC | 12,946 | $20.4 萬 | 0.01% | +8,346+181.4% | 加碼 |
| HighTower Advisors, LLC | 13,012 | $20.5 萬 | 0.00% | −2,935−18.4% | 減碼 |
| Element Wealth, LLC | 13,028 | $20.5 萬 | 0.09% | −6,826−34.4% | 減碼 |
| Prelude Capital Management, LLC | 13,134 | $20.7 萬 | 0.02% | −4,392−25.1% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 13,200 | $20.8 萬 | 0.00% | +13,200 | 新進 |
| Vise Technologies, Inc. | 13,284 | $20.9 萬 | 0.01% | +13,284 | 新進 |
| Everence Capital Management Inc | 13,310 | $21.0 萬 | 0.01% | 00.0% | 不變 |
| HB Wealth Management, LLC | 13,670 | $21.6 萬 | 0.00% | +13,670 | 新進 |
| Generali Asset Management SPA SGR | 13,796 | $21.8 萬 | 0.00% | 00.0% | 不變 |
| Holcombe Financial, Inc. | 14,080 | $22.2 萬 | 0.17% | 00.0% | 不變 |
| Apollon Wealth Management, LLC | 14,331 | $22.6 萬 | 0.00% | −1,766−11.0% | 減碼 |
| Evoke Wealth, LLC | 14,808 | $23.4 萬 | 0.01% | +14,808 | 新進 |
| Syon Capital LLC | 15,069 | $23.8 萬 | 0.02% | +15,069 | 新進 |
| Beacon Investment Advisory Services, Inc. | 15,123 | $23.8 萬 | 0.01% | −964−6.0% | 減碼 |
| Eagle Rock Investment Company, LLC | 15,175 | $23.9 萬 | 0.04% | 00.0% | 不變 |
| Paragon Capital Management Ltd | 15,189 | $24.0 萬 | 0.04% | −3,781−19.9% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 15,366 | $24.2 萬 | 0.00% | 00.0% | 不變 |
| DGS Capital Management, LLC | 15,419 | $24.3 萬 | 0.05% | +15,419 | 新進 |
| Assetmark, Inc | 15,743 | $24.8 萬 | 0.00% | +10,249+186.5% | 加碼 |