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 |
|---|---|---|---|---|---|
| Greenleaf Trust | 12,396 | $28.4 萬 | 0.00% | +263+2.2% | 加碼 |
| Waddell & Associates, LLC | 12,543 | $28.8 萬 | 0.02% | +1,650+15.1% | 加碼 |
| Full Sail Capital, LLC | 12,556 | $28.8 萬 | 0.02% | +12,556 | 新進 |
| Vise Technologies, Inc. | 12,757 | $29.3 萬 | 0.01% | −527−4.0% | 減碼 |
| Gotham Asset Management, LLC | 12,767 | $29.3 萬 | 0.00% | +229+1.8% | 加碼 |
| Adams Wealth Management | 12,801 | $29.4 萬 | 0.06% | −5,786−31.1% | 減碼 |
| CacheTech Inc. | 12,801 | $29.4 萬 | 0.06% | −5,786−31.1% | 減碼 |
| US Bancorp | 12,879 | $29.5 萬 | 0.00% | +510+4.1% | 加碼 |
| Element Wealth, LLC | 13,039 | $29.9 萬 | 0.13% | +11+0.1% | 加碼 |
| MinichMacGregor Wealth Management, LLC | 13,041 | $29.9 萬 | 0.06% | +13,041 | 新進 |
| Transcend Wealth Collective, LLC | 13,138 | $30.1 萬 | 0.02% | +13,138 | 新進 |
| Everence Capital Management Inc | 13,310 | $30.5 萬 | 0.02% | 00.0% | 不變 |
| Virginia Retirement Systems Et Al | 13,300 | $30.5 萬 | 0.00% | +13,300 | 新進 |
| EverSource Wealth Advisors, LLC | 13,582 | $31.2 萬 | 0.01% | +636+4.9% | 加碼 |
| Generali Asset Management SPA SGR | 13,796 | $31.6 萬 | 0.01% | 00.0% | 不變 |
| Holcombe Financial, Inc. | 14,080 | $32.3 萬 | 0.23% | 00.0% | 不變 |
| Aaron Wealth Advisors | 14,195 | $32.6 萬 | 0.02% | +14,195 | 新進 |
| Catalyst Funds Management Pty Ltd | 14,200 | $32.6 萬 | 0.05% | +14,200 | 新進 |
| Paragon Capital Management Ltd | 14,442 | $33.1 萬 | 0.06% | −747−4.9% | 減碼 |
| LGT Group Foundation | 14,635 | $33.8 萬 | 0.00% | −5,644−27.8% | 減碼 |
| Patton Fund Management, Inc. | 15,115 | $34.7 萬 | 0.06% | +15,115 | 新進 |
| Beacon Investment Advisory Services, Inc. | 15,123 | $34.7 萬 | 0.01% | 00.0% | 不變 |
| Eagle Rock Investment Company, LLC | 15,175 | $34.8 萬 | 0.05% | 00.0% | 不變 |
| HB Wealth Management, LLC | 15,194 | $34.9 萬 | 0.00% | +1,524+11.1% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 15,366 | $35.2 萬 | 0.00% | 00.0% | 不變 |
| DGS Capital Management, LLC | 15,410 | $35.4 萬 | 0.06% | −9−0.1% | 減碼 |
| Independent Financial Group, LLC | 15,609 | $35.8 萬 | 0.01% | −14,300−47.8% | 減碼 |
| Nomura Asset Management Co Ltd | 15,792 | $36.2 萬 | 0.00% | −597−3.6% | 減碼 |
| Tower Research Capital LLC (TRC) | 16,007 | $36.7 萬 | 0.01% | +11,259+237.1% | 加碼 |
| Axq Capital, LP | 16,213 | $37.2 萬 | 0.14% | +4,662+40.4% | 加碼 |
| NBC Securities, Inc. | 16,267 | $37.3 萬 | 0.03% | −100−0.6% | 減碼 |
| Independent Advisor Alliance | 16,383 | $37.6 萬 | 0.01% | +206+1.3% | 加碼 |
| CX Institutional | 16,552 | $38.0 萬 | 0.01% | −277−1.6% | 減碼 |
| Evoke Wealth, LLC | 17,009 | $39.0 萬 | 0.01% | +2,201+14.9% | 加碼 |
| Prospera Financial Services Inc | 17,032 | $39.1 萬 | 0.01% | +1,022+6.4% | 加碼 |
| V-Square Quantitative Management LLC | 17,134 | $39.3 萬 | 0.07% | +691+4.2% | 加碼 |
| Sanctuary Advisors, LLC | 17,590 | $40.4 萬 | 0.00% | +975+5.9% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 17,654 | $40.5 萬 | 0.00% | −199−1.1% | 減碼 |
| Glenmede Investment Management, LP | 17,664 | $40.5 萬 | 0.00% | −3,414−16.2% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 17,747 | $40.7 萬 | 0.00% | +5,265+42.2% | 加碼 |
| MAI Capital Management | 17,985 | $41.3 萬 | 0.00% | +677+3.9% | 加碼 |
| Graham Capital Management, L.P. | 18,321 | $42.0 萬 | 0.02% | −151,550−89.2% | 減碼 |
| State of Wyoming | 18,433 | $42.3 萬 | 0.05% | −7,572−29.1% | 減碼 |
| Apollon Wealth Management, LLC | 18,560 | $42.6 萬 | 0.01% | +4,229+29.5% | 加碼 |
| Syon Capital LLC | 18,865 | $43.3 萬 | 0.02% | +3,796+25.2% | 加碼 |
| Forum Financial Management, LP | 19,139 | $43.9 萬 | 0.01% | +1,812+10.5% | 加碼 |
| Park Avenue Securities LLC | 19,159 | $44.0 萬 | 0.00% | +2,467+14.8% | 加碼 |
| Utah Retirement Systems | 19,237 | $44.1 萬 | 0.00% | 00.0% | 不變 |
| Kendall Capital Management | 19,575 | $44.9 萬 | 0.10% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 19,628 | $45.0 萬 | 0.01% | +2,551+14.9% | 加碼 |
| Inscription Capital, LLC | 19,851 | $45.5 萬 | 0.05% | +19,851 | 新進 |
| Wolverine Trading, LLC | 19,941 | $45.9 萬 | 0.01% | +19,941 | 新進 |
| New Mexico Educational Retirement Board | 20,214 | $46.4 萬 | 0.01% | −800−3.8% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 20,629 | $47.3 萬 | 0.00% | −595−2.8% | 減碼 |
| Allspring Global Investments Holdings, LLC | 20,635 | $47.6 萬 | 0.00% | +228+1.1% | 加碼 |
| Advisory Services Network, LLC | 20,838 | $47.8 萬 | 0.01% | +20,838 | 新進 |
| ING Groep NV | 20,885 | $47.9 萬 | 0.00% | −760−3.5% | 減碼 |
| Kestra Advisory Services, LLC | 20,980 | $48.1 萬 | 0.00% | −16,573−44.1% | 減碼 |
| HighTower Advisors, LLC | 21,292 | $48.8 萬 | 0.00% | +8,280+63.6% | 加碼 |
| Inceptionr LLC | 21,511 | $49.3 萬 | 0.12% | +21,511 | 新進 |
| Securian Asset Management, Inc | 21,537 | $49.4 萬 | 0.01% | −1,811−7.8% | 減碼 |
| Wedmont Private Capital | 20,780 | $50.1 萬 | 0.02% | +3,618+21.1% | 加碼 |
| Foundations Investment Advisors, LLC | 21,905 | $50.2 萬 | 0.01% | +21,905 | 新進 |
| Arvest Investments, Inc. | 21,973 | $50.4 萬 | 0.07% | −209−0.9% | 減碼 |
| Novare Capital Management LLC | 22,000 | $50.5 萬 | 0.04% | 00.0% | 不變 |
| Sterling Capital Management LLC | 22,501 | $51.6 萬 | 0.01% | −2,299−9.3% | 減碼 |
| Fifth Third Bancorp | 22,870 | $52.5 萬 | 0.00% | +849+3.9% | 加碼 |
| Krilogy Financial LLC | 22,764 | $53.2 萬 | 0.02% | +22,764 | 新進 |
| Louisiana State Employees Retirement System | 23,400 | $53.7 萬 | 0.01% | −200−0.8% | 減碼 |
| Farther Finance Advisors, LLC | 23,415 | $53.7 萬 | 0.01% | +842+3.7% | 加碼 |
| Merit Financial Group, LLC | 23,733 | $54.4 萬 | 0.01% | +4,620+24.2% | 加碼 |
| DRW Securities, LLC | 23,656 | $54.7 萬 | 0.03% | +11,335+92.0% | 加碼 |
| Kera Capital Partners, Inc. | 24,200 | $55.5 萬 | 0.08% | +1,824+8.2% | 加碼 |
| Groupama Asset Managment | 24,968 | $57.3 萬 | 0.01% | +24,968 | 新進 |
| Point72 (DIFC) Ltd | 25,192 | $57.8 萬 | 0.04% | +25,192 | 新進 |
| Quantessence Capital LLC | 25,200 | $57.8 萬 | 0.18% | +25,200 | 新進 |
| Venture Visionary Partners LLC | 25,573 | $58.7 萬 | 0.02% | +40.0% | 加碼 |
| Integrated Wealth Concepts LLC | 25,905 | $59.4 萬 | 0.01% | +3,621+16.2% | 加碼 |
| Hartford Investment Management Co | 25,997 | $59.6 萬 | 0.02% | −270−1.0% | 減碼 |
| Stock Yards Bank & Trust Co | 26,042 | $59.7 萬 | 0.02% | −240−0.9% | 減碼 |
| Norinchukin Bank, The | 26,249 | $60.2 萬 | 0.01% | +544+2.1% | 加碼 |
| Penserra Capital Management LLC | 26,687 | $61.2 萬 | 0.01% | +26,687 | 新進 |
| Tennessee Valley Asset Management Partners | 26,915 | $61.7 萬 | 0.08% | +26,915 | 新進 |
| CIBC Private Wealth Group, LLC | 27,432 | $62.9 萬 | 0.00% | −167−0.6% | 減碼 |
| Federation des caisses Desjardins du Quebec | 27,472 | $63.0 萬 | 0.00% | +21,912+394.1% | 加碼 |
| Sequoia Financial Advisors, LLC | 27,841 | $63.9 萬 | 0.00% | +17,798+177.2% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 28,105 | $64.5 萬 | 0.00% | +1,288+4.8% | 加碼 |
| Impact Partnership Wealth, LLC | 28,398 | $65.1 萬 | 0.10% | −1,758−5.8% | 減碼 |
| Advisors Asset Management, Inc. | 28,468 | $65.3 萬 | 0.01% | −2,171−7.1% | 減碼 |
| Guinness Asset Management LTD | 29,216 | $67.2 萬 | 0.01% | +29,216 | 新進 |
| Arvest Bank Trust Division | 29,565 | $67.8 萬 | 0.04% | −1,320−4.3% | 減碼 |
| Crossmark Global Holdings, Inc. | 29,809 | $68.4 萬 | 0.01% | +20+0.1% | 加碼 |
| Public Employees Retirement Association of Colorado | 29,961 | $68.7 萬 | 0.00% | 00.0% | 不變 |
| Kovitz Investment Group Partners, LLC | 30,054 | $68.9 萬 | 0.00% | +18,821+167.6% | 加碼 |
| Equitable Holdings, Inc. | 30,150 | $69.2 萬 | 0.01% | −7,898−20.8% | 減碼 |
| Xponance, Inc. | 30,621 | $70.2 萬 | 0.01% | −4,425−12.6% | 減碼 |
| Mizuho Securities USA LLC | 32,481 | $71.1 萬 | 0.01% | +1,543+5.0% | 加碼 |
| Investors Research Corp | 31,312 | $71.8 萬 | 0.13% | 00.0% | 不變 |
| NorthCrest Asset Manangement, LLC | 30,046 | $72.4 萬 | 0.02% | +4,508+17.7% | 加碼 |
| Savant Capital, LLC | 32,014 | $73.4 萬 | 0.00% | −1,594−4.7% | 減碼 |