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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 3 季與 2025 年第 2 季比較

持有 Invesco Ltd. 的機構從 2025 年第 2 季到 2025 年第 3 季的變化。

2025 年第 3 季全部持有人2025 年第 2 季全部持有人

IVZ 的 13F 持有人:2025 年第 2 季與 2025 年第 3 季比較
項目2025 年第 2 季其中尚未申報 2025 年第 3 季2025 年第 3 季變化
持有家數5217566+52
股數4.12 億335.0 萬3.92 億−1,695 萬 (−4.1%)
市值$65.0 億$5,283 萬$89.8 億+$25.4 億 (+39.4%)

7 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 季:沒申報不算清倉,所以變化不計入它們。

新進機構(104 家)

2025 年第 3 季季末持有 Invesco Ltd.、2025 年第 2 季季末沒有持有的機構。

依市值列出前 100 家,共 104 家。

2025 年第 3 季新進 IVZ 的機構
機構股數市值佔組合 %
Holocene Advisors, LP2,428,894$5,572 萬0.13%
Samlyn Capital, LLC1,942,781$4,457 萬0.63%
Alyeska Investment Group, L.P.1,515,987$3,478 萬0.11%
Nomura Holdings Inc585,707$1,344 萬0.06%
Jane Street Group, LLC564,145$1,294 萬0.02%
AXA Investment Managers S.A.468,582$1,075 萬0.03%
Schonfeld Strategic Advisors LLC347,622$797.4 萬0.06%
Hotchkis & Wiley Capital Management LLC337,054$773.2 萬0.02%
Point72 Europe (London) LLP309,633$710.3 萬0.39%
Financial Sense Advisors, Inc.156,345$358.7 萬0.66%
Convergence Investment Partners, LLC131,684$302.1 萬0.68%
Del-Sette Capital Management, LLC131,156$300.9 萬1.87%
CIBC World Markets Inc.99,955$229.3 萬0.00%
Edgestream Partners, L.P.96,058$220.4 萬0.06%
Group One Trading, L.P.74,399$170.7 萬0.05%
Credit Agricole S A68,524$157.2 萬0.01%
Lecap Asset Management Ltd67,435$154.7 萬0.54%
Norris Financial Group, LLC66,287$152.1 萬0.56%
Picton Mahoney Asset Management64,104$146.9 萬0.02%
Summit Trail Advisors, LLC54,168$124.3 萬0.02%
Jackson Creek Investment Advisors LLC49,261$113.0 萬0.33%
Bridgewater Associates, LP46,467$106.6 萬0.00%
CIBC Bancorp USA Inc.45,538$104.5 萬0.01%
Weiss Asset Management LP44,430$101.9 萬0.01%
Aviance Capital Partners, LLC44,143$101.3 萬0.12%
Advisors Preferred, LLC40,306$93.1 萬0.14%
CAPROCK Group, Inc.40,349$89.2 萬0.02%
Los Angeles Capital Management LLC35,340$81.1 萬0.00%
IMC-Chicago, LLC33,207$76.2 萬0.01%
Guinness Asset Management LTD29,216$67.2 萬0.01%
Tennessee Valley Asset Management Partners26,915$61.7 萬0.08%
Penserra Capital Management LLC26,687$61.2 萬0.01%
Quantessence Capital LLC25,200$57.8 萬0.18%
Point72 (DIFC) Ltd25,192$57.8 萬0.04%
Groupama Asset Managment24,968$57.3 萬0.01%
Krilogy Financial LLC22,764$53.2 萬0.02%
Foundations Investment Advisors, LLC21,905$50.2 萬0.01%
Inceptionr LLC21,511$49.3 萬0.12%
Advisory Services Network, LLC20,838$47.8 萬0.01%
Wolverine Trading, LLC19,941$45.9 萬0.01%
Inscription Capital, LLC19,851$45.5 萬0.05%
Patton Fund Management, Inc.15,115$34.7 萬0.06%
Catalyst Funds Management Pty Ltd14,200$32.6 萬0.05%
Aaron Wealth Advisors14,195$32.6 萬0.02%
Virginia Retirement Systems Et Al13,300$30.5 萬0.00%
Transcend Wealth Collective, LLC13,138$30.1 萬0.02%
MinichMacGregor Wealth Management, LLC13,041$29.9 萬0.06%
Full Sail Capital, LLC12,556$28.8 萬0.02%
Chicago Partners Investment Group LLC11,650$27.9 萬0.01%
Anb Bank12,163$27.9 萬0.11%
Catalytic Wealth RIA, LLC11,318$26.0 萬0.01%
Warren Averett Asset Management, LLC11,165$25.6 萬0.00%
Sivia Capital Partners, LLC10,937$25.1 萬0.07%
Caerus Investment Advisors, LLC10,763$24.7 萬0.10%
Brand Asset Management Group, Inc.10,562$24.2 萬0.07%
Mather Group, LLC.10,556$24.2 萬0.00%
Abich Financial Wealth Management LLC10,296$23.6 萬0.08%
111 Capital10,122$23.2 萬0.04%
Capstone Investment Advisors, LLC10,101$23.2 萬0.00%
Walleye Capital LLC10,086$23.1 萬0.00%
Jackson Thornton Asset Management, LLC9,598$23.0 萬0.02%
M&T Bank Corp9,969$22.9 萬0.00%
Atomi Financial Group, Inc.9,891$22.7 萬0.01%
Baker Avenue Asset Management, LP9,682$22.2 萬0.01%
Commerce Bank9,606$22.0 萬0.00%
R Squared Ltd9,318$21.4 萬0.09%
United Capital Financial Advisers, LLC9,130$20.9 萬0.00%
Parallax Volatility Advisers, L.P.8,987$20.6 萬0.01%
Longboard Asset Management, LP8,978$20.6 萬0.33%
Perigon Wealth Management, LLC8,931$20.5 萬0.00%
Symmetry Partners, LLC8,915$20.5 萬0.02%
waypoint wealth counsel8,868$20.3 萬0.08%
Steinberganna Wealth Management8,782$20.1 萬0.09%
Ritholtz Wealth Management8,775$20.1 萬0.00%
Newbridge Financial Services Group, Inc.6,716$15.4 萬0.02%
Aster Capital Management (DIFC) Ltd5,491$12.6 萬0.06%
Rockefeller Capital Management L.P.3,369$7.73 萬0.00%
Employees Retirement System of Texas3,336$7.70 萬0.00%
Wealthspire Advisors, LLC2,426$5.57 萬0.00%
University of Texas/Texas Am Investment Managment Co1,787$4.10 萬0.01%
Quent Capital, LLC1,604$3.68 萬0.00%
Root Financial Partners, LLC1,328$3.05 萬0.00%
Sentry Investment Management LLC1,236$3.00 萬0.02%
CNB Bank1,153$2.65 萬0.01%
HM Payson & Co790$1.81 萬0.00%
Sofos Investments, Inc.686$1.62 萬0.00%
Salomon & Ludwin, LLC625$1.50 萬0.00%
Plante Moran Financial Advisors, LLC295$6,7670.00%
First Horizon Corp253$5,8040.00%
Stone House Investment Management, LLC212$4,8630.00%
Trust Co of Vermont205$4,7030.00%
Strategic Advocates LLC145$3,3260.00%
ZRC Wealth Management, LLC104$2,3860.00%
Retirement Wealth Solutions LLC80$1,8360.00%
Transamerica Financial Advisors, Inc.69$1,5830.00%
Clark Wealth Partners58$1,5240.00%
Caitlin John, LLC53$1,2160.00%
UMA Financial Services, Inc.52$1,1930.00%
Cloud Capital Management, LLC79$1,0000.00%
Texas Capital Bancshares Inc42$9630.00%

清倉機構(52 家)

2025 年第 2 季季末持有 Invesco Ltd.、2025 年第 3 季有申報但已經沒有持有的機構。

2025 年第 3 季清倉 IVZ 的機構
機構2025 年第 2 季股數2025 年第 2 季市值
AXA S.A.1,235,668$1,949 萬
Marshall Wace, LLP652,301$1,029 萬
Qube Research & Technologies Ltd635,482$1,002 萬
Renaissance Technologies LLC442,600$698.0 萬
Jain Global LLC348,340$549.3 萬
Mubadala Investment Co PJSC253,456$399.7 萬
Jump Financial, LLC230,222$363.1 萬
Campbell & CO Investment Adviser LLC214,827$338.8 萬
ISAM Funds (UK) Ltd106,352$167.7 萬
Nebula Research & Development LLC74,813$118.0 萬
Abc Arbitrage SA71,245$112.4 萬
Magnetar Financial LLC70,608$111.3 萬
Quinn Opportunity Partners LLC70,100$110.5 萬
Versor Investments LP64,600$101.9 萬
Tounjian Advisory Partners, LLC61,972$94.0 萬
Bridgefront Capital, LLC53,031$83.6 萬
Centiva Capital, LP43,204$68.1 萬
Meiji Yasuda Asset Management Co Ltd.35,070$55.3 萬
Quantbot Technologies LP24,709$39.0 萬
Vestcor Inc24,576$38.8 萬
Atom Investors LP22,069$34.8 萬
Skandinaviska Enskilda Banken AB (publ)21,800$34.4 萬
Scientech Research LLC21,121$33.3 萬
Boothbay Fund Management, LLC20,371$32.1 萬
Aigen Investment Management, LP19,936$31.4 萬
MBB Public Markets I LLC16,401$25.9 萬
Keebeck Alpha, LP12,892$20.3 萬
Keystone Financial Group12,595$19.9 萬
Teza Capital Management LLC11,699$18.4 萬
Twinbeech Capital LP10,868$17.1 萬
Corton Capital Inc.10,190$16.1 萬
Point72 Hong Kong Ltd8,611$13.6 萬
Skopos Labs, Inc.6,364$10.0 萬
Neo Ivy Capital Management5,963$9.40 萬
Kestra Investment Management, LLC3,889$6.11 萬
iA Global Asset Management Inc.3,321$5.20 萬
Caption Management, LLC1,929$3.04 萬
Bryn Mawr Trust Co1,494$2.36 萬
NewSquare Capital LLC941$1.48 萬
Mount Yale Investment Advisors, LLC788$1.24 萬
Whittier Trust Co731$1.15 萬
Thurston, Springer, Miller, Herd & Titak, Inc.252$1.11 萬
Twin Peaks Wealth Advisors, LLC336$7,069
Whipplewood Advisors, LLC381$6,008
Wood Tarver Financial Group, LLC200$3,000
Headlands Technologies LLC148$2,334
GeoWealth Management, LLC129$2,034
Whittier Trust Co of Nevada Inc80$1,261
Crewe Advisors LLC31$489
WealthTrak Capital Management LLC25$395
Garde Capital, Inc.20$316
Stephens Consulting, LLC1$16

尚未申報 2025 年第 3 季的機構(7 家)

2025 年第 2 季季末持有 Invesco Ltd.、還沒有申報 2025 年第 3 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2025 年第 2 季持有 IVZ、尚未申報 2025 年第 3 季的機構
機構2025 年第 2 季股數2025 年第 2 季市值
Norges Bank3,287,134$5,184 萬
CIBC World Markets Corp37,679$59.4 萬
EP Wealth Advisors, LLC11,990$18.9 萬
Avantax Advisory Services, Inc.11,133$17.6 萬
Capital A Wealth Management, LLC1,667$2.97 萬
First Horizon Advisors, Inc.474$7,489
Parkworth Wealth Management, Inc.19$300