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 |
|---|---|---|---|---|---|
| Bank of America Corp | 2,893,883 | $4,564 萬 | 0.00% | +997,825+52.6% | 加碼 |
| Norges Bank | 3,287,134 | $5,184 萬 | 0.01% | 00.0% | 不變 |
| First Trust Advisors LP | 3,380,933 | $5,332 萬 | 0.04% | +3,315,480+5,065.4% | 加碼 |
| Citadel Advisors LLC | 4,059,439 | $6,402 萬 | 0.06% | +33,404+0.8% | 加碼 |
| Charles Schwab Investment Management Inc | 4,478,090 | $7,062 萬 | 0.01% | +25,145+0.6% | 加碼 |
| Fisher Asset Management, LLC | 4,938,846 | $7,789 萬 | 0.03% | +195,787+4.1% | 加碼 |
| Balyasny Asset Management LLC | 5,092,189 | $8,030 萬 | 0.18% | +1,871,666+58.1% | 加碼 |
| UBS Group AG | 5,740,028 | $9,052 萬 | 0.02% | −387,677−6.3% | 減碼 |
| Northern Trust Corp | 6,570,512 | $1.04 億 | 0.01% | −512,898−7.2% | 減碼 |
| Morgan Stanley | 6,662,406 | $1.05 億 | 0.01% | +116,080+1.8% | 加碼 |
| Alliancebernstein L.P. | 7,924,717 | $1.25 億 | 0.04% | +939,365+13.4% | 加碼 |
| Royal Bank of Canada | 8,929,559 | $1.41 億 | 0.03% | +7,952,857+814.3% | 加碼 |
| Goldman Sachs Group Inc | 10,942,724 | $1.73 億 | 0.03% | +3,915,804+55.7% | 加碼 |
| Geode Capital Management, LLC | 11,107,421 | $1.75 億 | 0.01% | +88,094+0.8% | 加碼 |
| AQR Capital Management LLC | 11,612,559 | $1.82 億 | 0.15% | +584,035+5.3% | 加碼 |
| Trian Fund Management, L.P.大師Trian 基金管理 | 14,628,455 | $2.31 億 | 6.08% | −8,544,987−36.9% | 減碼 |
| Dimensional Fund Advisors LP | 21,011,543 | $3.31 億 | 0.08% | +1,264,746+6.4% | 加碼 |
| State Street Corp | 22,260,704 | $3.51 億 | 0.01% | +332,340+1.5% | 加碼 |
| BlackRock, Inc. | 45,239,328 | $7.13 億 | 0.01% | −2,660,005−5.6% | 減碼 |
| Vanguard Group Inc | 51,424,928 | $8.11 億 | 0.01% | +2,162,629+4.4% | 加碼 |
| Massachusetts Mutual Life Insurance Co | 81,332,319 | $12.8 億 | 83.44% | 00.0% | 不變 |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −395,855−100.0% | 清倉 |
| PEAK6 LLC | 0 | $0 | 0.00% | −248,151−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −172,038−100.0% | 清倉 |
| Alaska Permanent Fund Corp | 0 | $0 | 0.00% | −171,220−100.0% | 清倉 |
| Econ Financial Services Corp | 0 | $0 | 0.00% | −151,166−100.0% | 清倉 |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −102,380−100.0% | 清倉 |
| Kiker Wealth Management, LLC | 0 | $0 | 0.00% | −78,693−100.0% | 清倉 |
| Impax Asset Management Group plc | 0 | $0 | 0.00% | −77,334−100.0% | 清倉 |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −70,921−100.0% | 清倉 |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −62,520−100.0% | 清倉 |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −56,084−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −52,291−100.0% | 清倉 |
| Sciencast Management LP | 0 | $0 | 0.00% | −49,217−100.0% | 清倉 |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −44,525−100.0% | 清倉 |
| Bailard, Inc. | 0 | $0 | 0.00% | −31,200−100.0% | 清倉 |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −29,680−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −29,263−100.0% | 清倉 |
| Mather Group, LLC. | 0 | $0 | 0.00% | −28,529−100.0% | 清倉 |
| Strategic Advisors LLC | 0 | $0 | 0.00% | −27,500−100.0% | 清倉 |
| AlphaStar Capital Management, LLC | 0 | $0 | 0.00% | −27,124−100.0% | 清倉 |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −26,700−100.0% | 清倉 |
| Centennial Wealth Advisory LLC | 0 | $0 | 0.00% | −25,420−100.0% | 清倉 |
| Tennessee Valley Asset Management Partners | 0 | $0 | 0.00% | −22,236−100.0% | 清倉 |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −21,600−100.0% | 清倉 |
| Burney Co | 0 | $0 | 0.00% | −21,591−100.0% | 清倉 |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | −21,118−100.0% | 清倉 |
| LifeWealth Investments, LLC | 0 | $0 | 0.00% | −20,725−100.0% | 清倉 |
| 111 Capital | 0 | $0 | 0.00% | −19,699−100.0% | 清倉 |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −19,470−100.0% | 清倉 |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −19,456−100.0% | 清倉 |
| EPG Wealth Management LLC | 0 | $0 | 0.00% | −18,127−100.0% | 清倉 |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −17,882−100.0% | 清倉 |
| International Private Wealth Advisors LLC | 0 | $0 | 0.00% | −17,665−100.0% | 清倉 |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −15,928−100.0% | 清倉 |
| Eisler Capital Management Ltd. | 0 | $0 | 0.00% | −15,426−100.0% | 清倉 |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −15,430−100.0% | 清倉 |
| Numerai GP LLC | 0 | $0 | 0.00% | −15,009−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −14,868−100.0% | 清倉 |
| Kaufman Rossin Wealth, LLC | 0 | $0 | 0.00% | −14,790−100.0% | 清倉 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −14,147−100.0% | 清倉 |
| Cutter & CO Brokerage, Inc. | 0 | $0 | 0.00% | −13,443−100.0% | 清倉 |
| Dorsey & Whitney Trust CO LLC | 0 | $0 | 0.00% | −13,289−100.0% | 清倉 |
| United Services Automobile Association | 0 | $0 | 0.00% | −12,727−100.0% | 清倉 |
| R Squared Ltd | 0 | $0 | 0.00% | −12,680−100.0% | 清倉 |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −10,493−100.0% | 清倉 |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −10,234−100.0% | 清倉 |
| Meeder Advisory Services, Inc. | 0 | $0 | 0.00% | −10,218−100.0% | 清倉 |
| M&T Bank Corp | 0 | $0 | 0.00% | −10,108−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −8,692−100.0% | 清倉 |
| Atlas Capital Advisors LLC | 0 | $0 | 0.00% | −7,938−100.0% | 清倉 |
| Hoertkorn Richard Charles | 0 | $0 | 0.00% | −7,000−100.0% | 清倉 |
| Quent Capital, LLC | 0 | $0 | 0.00% | −4,115−100.0% | 清倉 |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −2,131−100.0% | 清倉 |
| Pinnacle Bancorp, Inc. | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −1,271−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −1,234−100.0% | 清倉 |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −1,056−100.0% | 清倉 |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −526−100.0% | 清倉 |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −267−100.0% | 清倉 |
| DT Investment Partners, LLC | 0 | $0 | 0.00% | −266−100.0% | 清倉 |
| Coston, McIsaac & Partners | 0 | $0 | 0.00% | −212−100.0% | 清倉 |
| Motco | 0 | $0 | 0.00% | −125−100.0% | 清倉 |
| BankPlus Trust Department | 0 | $0 | 0.00% | −107−100.0% | 清倉 |
| Trifecta Capital Advisors, LLC | 0 | $0 | 0.00% | −97−100.0% | 清倉 |
| Highline Wealth Partners LLC | 0 | $0 | 0.00% | −82−100.0% | 清倉 |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −60−100.0% | 清倉 |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −51−100.0% | 清倉 |
| Greenline Partners, LLC | 0 | $0 | 0.00% | −45−100.0% | 清倉 |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −33−100.0% | 清倉 |
| NVWM, LLC | 0 | $0 | 0.00% | −15−100.0% | 清倉 |
| GoalVest Advisory LLC | 0 | $0 | 0.00% | −9−100.0% | 清倉 |
| Mizuho Securities USA LLC | – | – | – | – | 本季未申報 |
| Rakuten Investment Management, Inc. | – | – | – | – | 本季未申報 |
| Glenmede Trust Co NA | – | – | – | – | 本季未申報 |
| Credit Agricole S A | – | – | – | – | 本季未申報 |
| Lindbrook Capital, LLC | – | – | – | – | 本季未申報 |