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 13F 持有人
Invesco Ltd. 在 2025/9/30 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
- 566
- 較 2025 年第 2 季 +52 家
- 持有股數
- 3.92 億
- 較 2025 年第 2 季 −1,695 萬 (−4.1%)
- 總市值
- $89.8 億
- 較 2025 年第 2 季 +$25.4 億 (+39.4%)
- 新進機構
- 104
- 另有 200 家加碼
- 清倉機構
- 52
- 另有 178 家減碼
另有 7 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Massmutual Trust Co FSB | 1,313 | $3.01 萬 | 0.00% | 00.0% | 不變 |
| Crews Bank & Trust | 1,325 | $3.04 萬 | 0.00% | 00.0% | 不變 |
| Root Financial Partners, LLC | 1,328 | $3.05 萬 | 0.00% | +1,328 | 新進 |
| Altshuler Shaham Ltd | 1,435 | $3.29 萬 | 0.00% | +211+17.2% | 加碼 |
| Larson Financial Group LLC | 1,466 | $3.36 萬 | 0.00% | +558+61.5% | 加碼 |
| Deseret Mutual Benefit Administrators | 1,536 | $3.52 萬 | 0.01% | −288−15.8% | 減碼 |
| Optimum Investment Advisors | 1,600 | $3.67 萬 | 0.01% | 00.0% | 不變 |
| Curat Global, LLC | 1,610 | $3.67 萬 | 0.03% | 00.0% | 不變 |
| Quent Capital, LLC | 1,604 | $3.68 萬 | 0.00% | +1,604 | 新進 |
| HHM Wealth Advisors, LLC | 1,650 | $3.79 萬 | 0.00% | 00.0% | 不變 |
| University of Texas/Texas Am Investment Managment Co | 1,787 | $4.10 萬 | 0.01% | +1,787 | 新進 |
| Manchester Capital Management LLC | 1,880 | $4.31 萬 | 0.01% | −272−12.6% | 減碼 |
| Federated Hermes, Inc. | 1,906 | $4.37 萬 | 0.00% | −42−2.2% | 減碼 |
| IFP Advisors, Inc | 2,010 | $4.61 萬 | 0.00% | −117−5.5% | 減碼 |
| Brown Brothers Harriman & Co | 2,046 | $4.69 萬 | 0.00% | +1,231+151.0% | 加碼 |
| True Wealth Design, LLC | 2,070 | $4.75 萬 | 0.01% | +1,627+367.3% | 加碼 |
| Truvestments Capital LLC | 2,105 | $4.83 萬 | 0.01% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 2,138 | $4.90 萬 | 0.00% | +5+0.2% | 加碼 |
| Huntington National Bank | 2,243 | $5.15 萬 | 0.00% | +35+1.6% | 加碼 |
| Capital Analysts, LLC | 2,345 | $5.40 萬 | 0.00% | −165−6.6% | 減碼 |
| Clearstead Advisors, LLC | 2,388 | $5.48 萬 | 0.00% | +914+62.0% | 加碼 |
| Wealthspire Advisors, LLC | 2,426 | $5.57 萬 | 0.00% | +2,426 | 新進 |
| Quarry LP | 2,475 | $5.68 萬 | 0.01% | −6,811−73.3% | 減碼 |
| Umb Bank N A | 2,623 | $6.02 萬 | 0.00% | 00.0% | 不變 |
| Silvant Capital Management LLC | 2,649 | $6.08 萬 | 0.00% | 00.0% | 不變 |
| Ci Investments Inc. | 2,780 | $6.40 萬 | 0.00% | +491+21.5% | 加碼 |
| Danske Bank A/S | 3,000 | $6.88 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 3,031 | $6.95 萬 | 0.00% | +472+18.4% | 加碼 |
| Van Eck Associates Corp | 3,298 | $7.60 萬 | 0.00% | −4,061−55.2% | 減碼 |
| Employees Retirement System of Texas | 3,336 | $7.70 萬 | 0.00% | +3,336 | 新進 |
| Rockefeller Capital Management L.P. | 3,369 | $7.73 萬 | 0.00% | +3,369 | 新進 |
| Caldwell Trust Co | 3,470 | $7.96 萬 | 0.01% | −676−16.3% | 減碼 |
| Evelyn Partners Investment Management LLP | 3,470 | $7.96 萬 | 0.00% | 00.0% | 不變 |
| Shell Asset Management Co | 3,591 | $8.20 萬 | 0.01% | −5,177−59.0% | 減碼 |
| Contravisory Investment Management, Inc. | 3,882 | $8.91 萬 | 0.02% | +1,779+84.6% | 加碼 |
| Zions Bancorporation, National Association | 4,076 | $9.35 萬 | 0.00% | +33+0.8% | 加碼 |
| Proffitt & Goodson Inc | 4,166 | $9.56 萬 | 0.01% | −440−9.6% | 減碼 |
| TD Private Client Wealth LLC | 4,168 | $9.56 萬 | 0.00% | +158+3.9% | 加碼 |
| Ameritas Investment Partners, Inc. | 4,224 | $9.69 萬 | 0.00% | 00.0% | 不變 |
| Resona Asset Management Co.,Ltd. | 4,854 | $11.2 萬 | 0.00% | −144−2.9% | 減碼 |
| Aster Capital Management (DIFC) Ltd | 5,491 | $12.6 萬 | 0.06% | +5,491 | 新進 |
| Point72 Asia (Singapore) Pte. Ltd. | 5,513 | $12.6 萬 | 0.02% | −44,437−89.0% | 減碼 |
| MCF Advisors LLC | 6,089 | $14.0 萬 | 0.01% | +2,913+91.7% | 加碼 |
| Simplex Trading, LLC | 6,208 | $14.2 萬 | 0.00% | −14,744−70.4% | 減碼 |
| Covestor Ltd | 6,416 | $14.7 萬 | 0.08% | −6,312−49.6% | 減碼 |
| Principal Securities, Inc. | 6,452 | $14.8 萬 | 0.00% | +1,838+39.8% | 加碼 |
| Newbridge Financial Services Group, Inc. | 6,716 | $15.4 萬 | 0.02% | +6,716 | 新進 |
| Bayforest Capital Ltd | 6,996 | $16.0 萬 | 0.08% | +6,957+17,838.5% | 加碼 |
| Harbour Investments, Inc. | 7,501 | $17.2 萬 | 0.00% | +7,438+11,806.3% | 加碼 |
| Bessemer Group Inc | 7,970 | $18.4 萬 | 0.00% | +1,352+20.4% | 加碼 |
| SBI Securities Co., Ltd. | 8,105 | $18.6 萬 | 0.00% | −462−5.4% | 減碼 |
| MUFG Securities EMEA plc | 8,536 | $19.6 萬 | 0.00% | +7,216+546.7% | 加碼 |
| STRS Ohio | 8,702 | $20.0 萬 | 0.00% | −98,282−91.9% | 減碼 |
| Clear Street Markets LLC | 8,768 | $20.1 萬 | 0.07% | +8,467+2,813.0% | 加碼 |
| Ritholtz Wealth Management | 8,775 | $20.1 萬 | 0.00% | +8,775 | 新進 |
| Steinberganna Wealth Management | 8,782 | $20.1 萬 | 0.09% | +8,782 | 新進 |
| waypoint wealth counsel | 8,868 | $20.3 萬 | 0.08% | +8,868 | 新進 |
| Symmetry Partners, LLC | 8,915 | $20.5 萬 | 0.02% | +8,915 | 新進 |
| Perigon Wealth Management, LLC | 8,931 | $20.5 萬 | 0.00% | +8,931 | 新進 |
| Longboard Asset Management, LP | 8,978 | $20.6 萬 | 0.33% | +8,978 | 新進 |
| Parallax Volatility Advisers, L.P. | 8,987 | $20.6 萬 | 0.01% | +8,987 | 新進 |
| United Capital Financial Advisers, LLC | 9,130 | $20.9 萬 | 0.00% | +9,130 | 新進 |
| Prelude Capital Management, LLC | 9,203 | $21.1 萬 | 0.02% | −3,931−29.9% | 減碼 |
| R Squared Ltd | 9,318 | $21.4 萬 | 0.09% | +9,318 | 新進 |
| Versant Capital Management, Inc | 9,349 | $21.4 萬 | 0.03% | +340+3.8% | 加碼 |
| DekaBank Deutsche Girozentrale | 9,528 | $21.8 萬 | 0.00% | 00.0% | 不變 |
| Commerce Bank | 9,606 | $22.0 萬 | 0.00% | +9,606 | 新進 |
| Baker Avenue Asset Management, LP | 9,682 | $22.2 萬 | 0.01% | +9,682 | 新進 |
| Atomi Financial Group, Inc. | 9,891 | $22.7 萬 | 0.01% | +9,891 | 新進 |
| M&T Bank Corp | 9,969 | $22.9 萬 | 0.00% | +9,969 | 新進 |
| Jackson Thornton Asset Management, LLC | 9,598 | $23.0 萬 | 0.02% | +9,598 | 新進 |
| SG Americas Securities, LLC | 10,064 | $23.1 萬 | 0.00% | −67,399−87.0% | 減碼 |
| Walleye Capital LLC | 10,086 | $23.1 萬 | 0.00% | +10,086 | 新進 |
| Capstone Investment Advisors, LLC | 10,101 | $23.2 萬 | 0.00% | +10,101 | 新進 |
| 111 Capital | 10,122 | $23.2 萬 | 0.04% | +10,122 | 新進 |
| Abich Financial Wealth Management LLC | 10,296 | $23.6 萬 | 0.08% | +10,296 | 新進 |
| Cinctive Capital Management LP | 10,297 | $23.6 萬 | 0.01% | −58,922−85.1% | 減碼 |
| Panagora Asset Management Inc | 10,358 | $23.8 萬 | 0.00% | −283−2.7% | 減碼 |
| Metis Global Partners, LLC | 10,461 | $24.0 萬 | 0.01% | −136−1.3% | 減碼 |
| Mather Group, LLC. | 10,556 | $24.2 萬 | 0.00% | +10,556 | 新進 |
| Brand Asset Management Group, Inc. | 10,562 | $24.2 萬 | 0.07% | +10,562 | 新進 |
| Cornerstone Wealth Management, LLC | 10,700 | $24.5 萬 | 0.01% | −500−4.5% | 減碼 |
| Caerus Investment Advisors, LLC | 10,763 | $24.7 萬 | 0.10% | +10,763 | 新進 |
| Sivia Capital Partners, LLC | 10,937 | $25.1 萬 | 0.07% | +10,937 | 新進 |
| Carrera Capital Advisors | 11,059 | $25.4 萬 | 0.05% | +119+1.1% | 加碼 |
| Warren Averett Asset Management, LLC | 11,165 | $25.6 萬 | 0.00% | +11,165 | 新進 |
| Signaturefd, LLC | 11,257 | $25.8 萬 | 0.00% | +443+4.1% | 加碼 |
| Catalytic Wealth RIA, LLC | 11,318 | $26.0 萬 | 0.01% | +11,318 | 新進 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,361 | $26.1 萬 | 0.00% | −82,993−88.0% | 減碼 |
| KBC Group NV | 11,414 | $26.2 萬 | 0.00% | 00.0% | 不變 |
| Stratos Wealth Partners, LTD. | 11,631 | $26.7 萬 | 0.00% | −33,083−74.0% | 減碼 |
| United Community Bank | 11,698 | $26.8 萬 | 0.08% | +7,518+179.9% | 加碼 |
| Keynote Financial Services LLC | 11,744 | $26.9 萬 | 0.16% | 00.0% | 不變 |
| Stonebridge Capital Advisors LLC | 11,825 | $27.1 萬 | 0.02% | −500−4.1% | 減碼 |
| Coldstream Capital Management Inc | 11,885 | $27.3 萬 | 0.00% | +880+8.0% | 加碼 |
| Quadrant Capital Group LLC | 11,978 | $27.5 萬 | 0.01% | +62+0.5% | 加碼 |
| MUFG Securities Americas Inc. | 12,026 | $27.6 萬 | 0.02% | +2,107+21.2% | 加碼 |
| Exchange Traded Concepts, LLC | 12,102 | $27.8 萬 | 0.00% | +6,401+112.3% | 加碼 |
| Anb Bank | 12,163 | $27.9 萬 | 0.11% | +12,163 | 新進 |
| Chicago Partners Investment Group LLC | 11,650 | $27.9 萬 | 0.01% | +11,650 | 新進 |