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 |
|---|---|---|---|---|---|
| Lighthouse Investment Partners, LLC | 235,850 | $371.9 萬 | 0.16% | +235,850 | 新進 |
| Toronto Dominion Bank | 235,666 | $371.6 萬 | 0.01% | +67,246+39.9% | 加碼 |
| Great West Life Assurance Co | 235,340 | $371.6 萬 | 0.01% | +2,131+0.9% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 230,252 | $363.1 萬 | 0.09% | +138,752+151.6% | 加碼 |
| Jump Financial, LLC | 230,222 | $363.1 萬 | 0.04% | −996−0.4% | 減碼 |
| Twin Tree Management, LP | 227,833 | $359.3 萬 | 0.09% | +227,833 | 新進 |
| Dark Forest Capital Management LP | 223,532 | $352.5 萬 | 0.14% | +99,496+80.2% | 加碼 |
| Stifel Financial Corp | 222,269 | $350.5 萬 | 0.00% | −20,074−8.3% | 減碼 |
| Campbell & CO Investment Adviser LLC | 214,827 | $338.8 萬 | 0.21% | +167,985+358.6% | 加碼 |
| Jefferies Financial Group Inc. | 206,451 | $325.6 萬 | 0.05% | −744,998−78.3% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 196,792 | $310.3 萬 | 0.01% | +181,232+1,164.7% | 加碼 |
| Qsemble Capital Management, LP | 195,413 | $308.2 萬 | 0.30% | +109,577+127.7% | 加碼 |
| Prana Capital Management, LP | 189,992 | $299.6 萬 | 0.11% | +189,992 | 新進 |
| ProShare Advisors LLC | 186,545 | $294.2 萬 | 0.01% | +4,744+2.6% | 加碼 |
| ExodusPoint Capital Management, LP | 178,480 | $281.5 萬 | 0.03% | −846,728−82.6% | 減碼 |
| Rafferty Asset Management, LLC | 174,375 | $275.0 萬 | 0.01% | +14,201+8.9% | 加碼 |
| Janus Henderson Group PLC | 170,452 | $268.9 萬 | 0.00% | −673−0.4% | 減碼 |
| Rathbone Brothers plc | 170,480 | $268.8 萬 | 0.01% | −1,200−0.7% | 減碼 |
| Treasurer of the State of North Carolina | 169,997 | $268.1 萬 | 0.01% | +2,806+1.7% | 加碼 |
| Graham Capital Management, L.P. | 169,871 | $267.9 萬 | 0.08% | +169,871 | 新進 |
| Storebrand Asset Management AS | 168,596 | $265.9 萬 | 0.01% | 00.0% | 不變 |
| Wells Fargo & Company | 164,231 | $259.0 萬 | 0.00% | −24,312−12.9% | 減碼 |
| Erste Asset Management GmbH | 160,271 | $251.6 萬 | 0.02% | +19,654+14.0% | 加碼 |
| Gabelli Funds LLC | 155,000 | $244.4 萬 | 0.02% | 00.0% | 不變 |
| Maltese Capital Management LLC | 150,000 | $236.6 萬 | 0.33% | +80,000+114.3% | 加碼 |
| D.A. Davidson & Co. | 145,609 | $229.6 萬 | 0.02% | +98,147+206.8% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 140,176 | $221.1 萬 | 0.02% | +7,970+6.0% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 128,882 | $215.6 萬 | 0.00% | +13,926+12.1% | 加碼 |
| Mariner, LLC | 134,657 | $212.4 萬 | 0.00% | +37,280+38.3% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 133,788 | $211.0 萬 | 0.02% | −5,855−4.2% | 減碼 |
| American Century Companies Inc | 132,041 | $208.2 萬 | 0.00% | −1,952−1.5% | 減碼 |
| Continental Advisors LLC | 131,690 | $207.7 萬 | 1.49% | 00.0% | 不變 |
| State of New Jersey Common Pension Fund D | 129,180 | $203.7 萬 | 0.01% | +19,389+17.7% | 加碼 |
| SEI Investments Co | 128,956 | $203.4 萬 | 0.00% | −86,631−40.2% | 減碼 |
| Hancock Whitney Corp | 128,532 | $202.7 萬 | 0.04% | +21,066+19.6% | 加碼 |
| Systematic Alpha Investments, LLC | 126,193 | $199.0 萬 | 0.07% | 00.0% | 不變 |
| CWM, LLC | 125,949 | $198.6 萬 | 0.01% | −37,485−22.9% | 減碼 |
| State of Michigan Retirement System | 121,498 | $191.6 萬 | 0.01% | 00.0% | 不變 |
| Public Employees Retirement System of Ohio | 121,282 | $191.3 萬 | 0.01% | +973+0.8% | 加碼 |
| The PNC Financial Services Group, Inc. | 118,277 | $186.5 萬 | 0.00% | +17,285+17.1% | 加碼 |
| Jones Financial Companies LLLP | 118,781 | $186.5 萬 | 0.00% | +33,207+38.8% | 加碼 |
| Two Sigma Investments, LP | 116,638 | $183.9 萬 | 0.00% | −724,731−86.1% | 減碼 |
| Pathstone Holdings, LLC | 115,605 | $182.3 萬 | 0.01% | −4,092−3.4% | 減碼 |
| Voya Investment Management LLC | 114,724 | $180.9 萬 | 0.00% | −3,527−3.0% | 減碼 |
| MetLife Investment Management | 112,642 | $177.6 萬 | 0.01% | −2,225−1.9% | 減碼 |
| Mercer Global Advisors Inc | 110,641 | $174.5 萬 | 0.00% | +28,727+35.1% | 加碼 |
| Raymond James Financial Inc | 110,217 | $173.8 萬 | 0.00% | −2,721−2.4% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 109,766 | $173.1 萬 | 0.01% | +7,314+7.1% | 加碼 |
| Czech National Bank | 109,398 | $172.5 萬 | 0.01% | +6,500+6.3% | 加碼 |
| Oak Thistle LLC | 109,305 | $172.4 萬 | 0.25% | +60,650+124.7% | 加碼 |
| UniSuper Management Pty Ltd | 109,292 | $172.4 萬 | 0.01% | +5,788+5.6% | 加碼 |
| WBI Investments | 109,292 | $172.4 萬 | 0.45% | +109,292 | 新進 |
| Asset Management One Co.,Ltd. | 108,246 | $170.7 萬 | 0.01% | +95,190+729.1% | 加碼 |
| STRS Ohio | 106,984 | $168.7 萬 | 0.01% | −17,283−13.9% | 減碼 |
| ISAM Funds (UK) Ltd | 106,352 | $167.7 萬 | 0.37% | +106,352 | 新進 |
| Brandywine Global Investment Management, LLC | 106,010 | $167.2 萬 | 0.01% | −2,470−2.3% | 減碼 |
| Arizona State Retirement System | 104,556 | $164.9 萬 | 0.01% | +7,867+8.1% | 加碼 |
| ARGA Investment Management, LP | 103,998 | $164.0 萬 | 0.04% | +4,918+5.0% | 加碼 |
| Commonwealth Equity Services, LLC | 104,026 | $164.0 萬 | 0.00% | −11,588−10.0% | 減碼 |
| CSS LLC | 103,977 | $164.0 萬 | 0.10% | +26,420+34.1% | 加碼 |
| Russell Investments Group, Ltd. | 102,584 | $161.8 萬 | 0.00% | +792+0.8% | 加碼 |
| Pacer Advisors, Inc. | 102,426 | $161.5 萬 | 0.00% | +79,531+347.4% | 加碼 |
| Baird Financial Group, Inc. | 102,407 | $161.5 萬 | 0.00% | +6,341+6.6% | 加碼 |
| Valueworks LLC | 98,046 | $154.6 萬 | 0.51% | −1,780−1.8% | 減碼 |
| Trexquant Investment LP | 97,735 | $154.1 萬 | 0.02% | −27,522−22.0% | 減碼 |
| Truist Financial Corp | 96,809 | $152.7 萬 | 0.00% | −660−0.7% | 減碼 |
| KLP Kapitalforvaltning AS | 96,300 | $151.9 萬 | 0.01% | +30,400+46.1% | 加碼 |
| Retirement Systems of Alabama | 96,037 | $151.5 萬 | 0.01% | −233−0.2% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 94,354 | $148.8 萬 | 0.01% | +8,064+9.3% | 加碼 |
| Public Sector Pension Investment Board | 92,699 | $146.2 萬 | 0.01% | −152,101−62.1% | 減碼 |
| Ensign Peak Advisors, Inc | 91,420 | $144.2 萬 | 0.00% | −6,605−6.7% | 減碼 |
| Harmony Asset Management LLC | 90,922 | $143.4 萬 | 0.54% | +18,512+25.6% | 加碼 |
| Natixis | 87,485 | $138.0 萬 | 0.01% | +47,110+116.7% | 加碼 |
| Mackenzie Financial Corp | 87,406 | $137.8 萬 | 0.00% | −83,801−48.9% | 減碼 |
| Janney Montgomery Scott LLC | 86,824 | $136.9 萬 | 0.00% | −1,519−1.7% | 減碼 |
| Pictet Asset Management Holding SA | 85,964 | $135.5 萬 | 0.00% | −12,649−12.8% | 減碼 |
| Wealthfront Advisers LLC | 85,249 | $134.4 萬 | 0.00% | −1,754−2.0% | 減碼 |
| Vident Advisory, LLC | 84,343 | $133.0 萬 | 0.01% | −3,560−4.0% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 84,069 | $132.6 萬 | 0.00% | +8,685+11.5% | 加碼 |
| Lazard Asset Management LLC | 82,742 | $130.3 萬 | 0.00% | −1,928−2.3% | 減碼 |
| Amalgamated Bank | 82,280 | $129.8 萬 | 0.01% | +1,070+1.3% | 加碼 |
| Highland Capital Management, LLC | 81,200 | $128.1 萬 | 0.07% | −2,045−2.5% | 減碼 |
| TD Asset Management Inc | 80,981 | $127.7 萬 | 0.00% | +1,664+2.1% | 加碼 |
| Cetera Investment Advisers | 80,573 | $127.1 萬 | 0.00% | −4,661−5.5% | 減碼 |
| Cozad Asset Management Inc | 79,650 | $125.6 萬 | 0.11% | −4,361−5.2% | 減碼 |
| SG Americas Securities, LLC | 77,463 | $122.2 萬 | 0.01% | +66,197+587.6% | 加碼 |
| Handelsbanken Fonder AB | 77,000 | $121.4 萬 | 0.00% | 00.0% | 不變 |
| Standard Life Aberdeen plc | 76,896 | $121.3 萬 | 0.00% | +8,639+12.7% | 加碼 |
| Northwestern Mutual Wealth Management Co | 76,391 | $120.5 萬 | 0.00% | +2,451+3.3% | 加碼 |
| Greenwood Capital Associates LLC | 75,023 | $118.3 萬 | 0.15% | −2,440−3.1% | 減碼 |
| Gator Capital Management, LLC | 75,000 | $118.3 萬 | 0.37% | +75,000 | 新進 |
| Nebula Research & Development LLC | 74,813 | $118.0 萬 | 0.10% | +28,803+62.6% | 加碼 |
| Mork Capital Management, LLC | 73,400 | $115.8 萬 | 0.84% | 00.0% | 不變 |
| Abc Arbitrage SA | 71,245 | $112.4 萬 | 0.13% | +37,400+110.5% | 加碼 |
| Neuberger Berman Group LLC | 70,788 | $111.6 萬 | 0.00% | +3,701+5.5% | 加碼 |
| Magnetar Financial LLC | 70,608 | $111.3 萬 | 0.01% | +60,031+567.6% | 加碼 |
| JustInvest LLC | 70,453 | $111.1 萬 | 0.01% | +12,242+21.0% | 加碼 |
| Quinn Opportunity Partners LLC | 70,100 | $110.5 萬 | 0.09% | +70,100 | 新進 |
| Cinctive Capital Management LP | 69,219 | $109.2 萬 | 0.06% | −238,236−77.5% | 減碼 |
| Teacher Retirement System of Texas | 68,544 | $108.1 萬 | 0.00% | +12,969+23.3% | 加碼 |