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 |
|---|---|---|---|---|---|
| Prospera Financial Services Inc | 16,010 | $25.3 萬 | 0.00% | +16,010 | 新進 |
| Independent Advisor Alliance | 16,177 | $25.5 萬 | 0.01% | +4,962+44.2% | 加碼 |
| NBC Securities, Inc. | 16,367 | $25.8 萬 | 0.02% | +50+0.3% | 加碼 |
| Nomura Asset Management Co Ltd | 16,389 | $25.8 萬 | 0.00% | +2,034+14.2% | 加碼 |
| MBB Public Markets I LLC | 16,401 | $25.9 萬 | 0.03% | −3,850−19.0% | 減碼 |
| V-Square Quantitative Management LLC | 16,443 | $25.9 萬 | 0.03% | +3,522+27.3% | 加碼 |
| Sanctuary Advisors, LLC | 16,615 | $26.2 萬 | 0.00% | +16,615 | 新進 |
| Park Avenue Securities LLC | 16,692 | $26.3 萬 | 0.00% | +16,692 | 新進 |
| CX Institutional | 16,829 | $26.5 萬 | 0.01% | +5,645+50.5% | 加碼 |
| Maryland State Retirement & Pension System | 17,077 | $26.9 萬 | 0.01% | 00.0% | 不變 |
| MAI Capital Management | 17,308 | $27.3 萬 | 0.00% | −188−1.1% | 減碼 |
| Forum Financial Management, LP | 17,327 | $27.3 萬 | 0.00% | +791+4.8% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 17,853 | $28.2 萬 | 0.00% | −112,789−86.3% | 減碼 |
| Wedmont Private Capital | 17,162 | $29.1 萬 | 0.01% | +4,822+39.1% | 加碼 |
| Engineers Gate Manager LP | 18,533 | $29.2 萬 | 0.00% | −183,983−90.8% | 減碼 |
| Adams Wealth Management | 18,587 | $29.3 萬 | 0.06% | +18,587 | 新進 |
| CacheTech Inc. | 18,587 | $29.3 萬 | 0.05% | +18,587 | 新進 |
| Merit Financial Group, LLC | 19,113 | $30.1 萬 | 0.00% | −33,369−63.6% | 減碼 |
| Utah Retirement Systems | 19,237 | $30.3 萬 | 0.00% | −763−3.8% | 減碼 |
| Kendall Capital Management | 19,575 | $30.9 萬 | 0.08% | +19,575 | 新進 |
| Colony Group, LLC | 19,695 | $31.1 萬 | 0.00% | −6,193−23.9% | 減碼 |
| Aigen Investment Management, LP | 19,936 | $31.4 萬 | 0.04% | +19,936 | 新進 |
| LGT Group Foundation | 20,279 | $32.0 萬 | 0.00% | 00.0% | 不變 |
| Boothbay Fund Management, LLC | 20,371 | $32.1 萬 | 0.01% | +5,883+40.6% | 加碼 |
| Envestnet Asset Management Inc | 20,921 | $33.0 萬 | 0.00% | +429+2.1% | 加碼 |
| Allspring Global Investments Holdings, LLC | 20,407 | $33.0 萬 | 0.00% | −611−2.9% | 減碼 |
| Simplex Trading, LLC | 20,952 | $33.0 萬 | 0.01% | +6,362+43.6% | 加碼 |
| New Mexico Educational Retirement Board | 21,014 | $33.1 萬 | 0.01% | 00.0% | 不變 |
| Glenmede Investment Management, LP | 21,078 | $33.2 萬 | 0.00% | +21,078 | 新進 |
| Scientech Research LLC | 21,121 | $33.3 萬 | 0.08% | −10,696−33.6% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 21,224 | $33.5 萬 | 0.00% | +1,736+8.9% | 加碼 |
| Ethic Inc. | 21,650 | $34.0 萬 | 0.01% | +1,250+6.1% | 加碼 |
| ING Groep NV | 21,645 | $34.1 萬 | 0.00% | +1,550+7.7% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 21,800 | $34.4 萬 | 0.00% | 00.0% | 不變 |
| Novare Capital Management LLC | 22,000 | $34.7 萬 | 0.03% | +10,000+83.3% | 加碼 |
| Fifth Third Bancorp | 22,021 | $34.7 萬 | 0.00% | +584+2.7% | 加碼 |
| Atom Investors LP | 22,069 | $34.8 萬 | 0.03% | +22,069 | 新進 |
| Arvest Investments, Inc. | 22,182 | $35.0 萬 | 0.05% | +22,182 | 新進 |
| Integrated Wealth Concepts LLC | 22,284 | $35.1 萬 | 0.00% | −14,816−39.9% | 減碼 |
| Kera Capital Partners, Inc. | 22,376 | $35.3 萬 | 0.07% | +22,376 | 新進 |
| Farther Finance Advisors, LLC | 22,573 | $35.6 萬 | 0.01% | −2,293−9.2% | 減碼 |
| Securian Asset Management, Inc | 23,348 | $36.8 萬 | 0.01% | −334−1.4% | 減碼 |
| Buckingham Strategic Partners | 23,495 | $37.0 萬 | 0.00% | −6,379−21.4% | 減碼 |
| Louisiana State Employees Retirement System | 23,600 | $37.2 萬 | 0.01% | −500−2.1% | 減碼 |
| Vestcor Inc | 24,576 | $38.8 萬 | 0.01% | −7,424−23.2% | 減碼 |
| Quantbot Technologies LP | 24,709 | $39.0 萬 | 0.01% | −279,432−91.9% | 減碼 |
| Sterling Capital Management LLC | 24,800 | $39.1 萬 | 0.01% | −48,072−66.0% | 減碼 |
| Walleye Trading LLC | 25,426 | $40.1 萬 | 0.01% | +25,426 | 新進 |
| Venture Visionary Partners LLC | 25,569 | $40.3 萬 | 0.02% | −103,530−80.2% | 減碼 |
| Norinchukin Bank, The | 25,705 | $40.5 萬 | 0.01% | +1,941+8.2% | 加碼 |
| State of Wyoming | 26,005 | $41.0 萬 | 0.05% | +3,868+17.5% | 加碼 |
| Hartford Investment Management Co | 26,267 | $41.4 萬 | 0.01% | −619−2.3% | 減碼 |
| Stock Yards Bank & Trust Co | 26,282 | $41.4 萬 | 0.01% | −1,210−4.4% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 26,817 | $42.3 萬 | 0.00% | −9,622−26.4% | 減碼 |
| NorthCrest Asset Manangement, LLC | 25,538 | $42.7 萬 | 0.01% | −3,777−12.9% | 減碼 |
| CIBC Private Wealth Group, LLC | 27,599 | $43.5 萬 | 0.00% | −1,470,843−98.2% | 減碼 |
| AE Wealth Management LLC | 27,655 | $43.6 萬 | 0.00% | −730,851−96.4% | 減碼 |
| Kingsview Wealth Management, LLC | 27,984 | $44.1 萬 | 0.01% | +27,984 | 新進 |
| GAMMA Investing LLC | 29,589 | $46.7 萬 | 0.03% | +6,973+30.8% | 加碼 |
| Crossmark Global Holdings, Inc. | 29,789 | $47.0 萬 | 0.01% | −3,900−11.6% | 減碼 |
| Independent Financial Group, LLC | 29,909 | $47.2 萬 | 0.01% | +11,235+60.2% | 加碼 |
| Public Employees Retirement Association of Colorado | 29,961 | $47.2 萬 | 0.00% | −1,952−6.1% | 減碼 |
| Impact Partnership Wealth, LLC | 30,156 | $47.6 萬 | 0.09% | +13,817+84.6% | 加碼 |
| Daiwa Securities Group Inc. | 30,644 | $48.3 萬 | 0.00% | +3,103+11.3% | 加碼 |
| Advisors Asset Management, Inc. | 30,639 | $48.3 萬 | 0.01% | +453+1.5% | 加碼 |
| Arvest Bank Trust Division | 30,885 | $48.7 萬 | 0.03% | +30,885 | 新進 |
| Mizuho Securities USA LLC | 30,938 | $48.8 萬 | 0.01% | +30,938 | 新進 |
| Investors Research Corp | 31,312 | $49.4 萬 | 0.10% | 00.0% | 不變 |
| Creative Planning | 32,007 | $50.5 萬 | 0.00% | +3,079+10.6% | 加碼 |
| Quilter Plc | 32,245 | $50.9 萬 | 0.01% | +32,245 | 新進 |
| Savant Capital, LLC | 33,608 | $53.0 萬 | 0.00% | −11,745−25.9% | 減碼 |
| State of Wisconsin Investment Board | 33,690 | $53.1 萬 | 0.00% | −126,329−78.9% | 減碼 |
| Brighton Jones LLC | 33,843 | $53.4 萬 | 0.01% | +33,843 | 新進 |
| Xponance, Inc. | 35,046 | $55.3 萬 | 0.00% | +713+2.1% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 35,070 | $55.3 萬 | 0.03% | 00.0% | 不變 |
| Teachers Retirement System of the State of Kentucky | 35,141 | $55.4 萬 | 0.00% | +481+1.4% | 加碼 |
| Pallas Capital Advisors LLC | 35,985 | $56.7 萬 | 0.02% | −16,666−31.7% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 36,041 | $56.8 萬 | 0.00% | +2,484+7.4% | 加碼 |
| Wellington Management Group LLP | 36,972 | $58.3 萬 | 0.00% | +9,406+34.1% | 加碼 |
| Retirement Planning Co of New England, Inc. | 37,433 | $59.0 萬 | 0.26% | +4,247+12.8% | 加碼 |
| Kestra Advisory Services, LLC | 37,553 | $59.2 萬 | 0.00% | −762−2.0% | 減碼 |
| CIBC World Markets Corp | 37,679 | $59.4 萬 | 0.00% | +4,026+12.0% | 加碼 |
| Equitable Holdings, Inc. | 38,048 | $60.0 萬 | 0.00% | +12,439+48.6% | 加碼 |
| Twin Capital Management Inc | 38,366 | $60.5 萬 | 0.06% | −681−1.7% | 減碼 |
| Oregon Public Employees Retirement Fund | 38,607 | $60.9 萬 | 0.01% | +100+0.3% | 加碼 |
| Wealthcare Advisory Partners LLC | 38,981 | $61.5 萬 | 0.01% | +1,882+5.1% | 加碼 |
| Guggenheim Capital LLC | 39,055 | $61.6 萬 | 0.00% | −54,182−58.1% | 減碼 |
| Elevated Capital Advisors, LLC | 41,084 | $62.3 萬 | 0.17% | 00.0% | 不變 |
| NEOS Investment Management LLC | 39,853 | $62.8 萬 | 0.01% | +7,393+22.8% | 加碼 |
| Rothschild Investment LLC | 43,040 | $67.9 萬 | 0.04% | −6,625−13.3% | 減碼 |
| Centiva Capital, LP | 43,204 | $68.1 萬 | 0.05% | −23,193−34.9% | 減碼 |
| Advisor Group Holdings, Inc. | 43,959 | $69.3 萬 | 0.00% | −28,461−39.3% | 減碼 |
| Elo Mutual Pension Insurance Co | 44,379 | $70.0 萬 | 0.01% | +7,373+19.9% | 加碼 |
| Essential Partners LLC | 44,577 | $70.3 萬 | 0.28% | +44,577 | 新進 |
| Stratos Wealth Partners, LTD. | 44,714 | $70.5 萬 | 0.01% | −242−0.5% | 減碼 |
| Mount Lucas Management LP | 47,704 | $75.2 萬 | 0.36% | +47,704 | 新進 |
| Invst, LLC | 48,132 | $75.9 萬 | 0.09% | +78+0.2% | 加碼 |
| Woodline Partners LP | 48,351 | $76.2 萬 | 0.00% | +10,501+27.7% | 加碼 |
| Kestra Private Wealth Services, LLC | 48,354 | $76.3 萬 | 0.01% | −5,819−10.7% | 減碼 |
| Natixis Advisors, L.P. | 48,841 | $77.0 萬 | 0.00% | +31,745+185.7% | 加碼 |