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 |
|---|---|---|---|---|---|
| Quilter Plc | 32,245 | $74.0 萬 | 0.01% | 00.0% | 不變 |
| Daiwa Securities Group Inc. | 32,253 | $74.0 萬 | 0.00% | +1,609+5.3% | 加碼 |
| GAMMA Investing LLC | 32,836 | $75.3 萬 | 0.04% | +3,247+11.0% | 加碼 |
| Janney Montgomery Scott LLC | 32,867 | $75.4 萬 | 0.00% | −53,957−62.1% | 減碼 |
| IMC-Chicago, LLC | 33,207 | $76.2 萬 | 0.01% | +33,207 | 新進 |
| AE Wealth Management LLC | 33,271 | $76.3 萬 | 0.00% | +5,616+20.3% | 加碼 |
| Colony Group, LLC | 33,962 | $77.9 萬 | 0.00% | +14,267+72.4% | 加碼 |
| State of Wisconsin Investment Board | 34,004 | $78.0 萬 | 0.00% | +314+0.9% | 加碼 |
| Elevated Capital Advisors, LLC | 34,213 | $78.5 萬 | 0.20% | −6,871−16.7% | 減碼 |
| Oak Thistle LLC | 34,606 | $79.4 萬 | 0.12% | −74,699−68.3% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 35,141 | $80.6 萬 | 0.01% | 00.0% | 不變 |
| Assetmark, Inc | 35,250 | $80.9 萬 | 0.00% | +19,507+123.9% | 加碼 |
| Los Angeles Capital Management LLC | 35,340 | $81.1 萬 | 0.00% | +35,340 | 新進 |
| Advisor Group Holdings, Inc. | 36,803 | $81.9 萬 | 0.00% | −7,156−16.3% | 減碼 |
| Pallas Capital Advisors LLC | 36,347 | $83.4 萬 | 0.03% | +362+1.0% | 加碼 |
| Buckingham Strategic Partners | 35,678 | $83.7 萬 | 0.01% | +12,183+51.9% | 加碼 |
| Retirement Planning Co of New England, Inc. | 36,535 | $83.8 萬 | 0.34% | −898−2.4% | 減碼 |
| Twin Capital Management Inc | 36,599 | $84.0 萬 | 0.11% | −1,767−4.6% | 減碼 |
| Kingsview Wealth Management, LLC | 37,007 | $84.9 萬 | 0.01% | +9,023+32.2% | 加碼 |
| Wealthcare Advisory Partners LLC | 37,639 | $86.3 萬 | 0.02% | −1,342−3.4% | 減碼 |
| Ethic Inc. | 38,153 | $87.5 萬 | 0.01% | +16,503+76.2% | 加碼 |
| CAPROCK Group, Inc. | 40,349 | $89.2 萬 | 0.02% | +40,349 | 新進 |
| Envestnet Asset Management Inc | 39,731 | $91.1 萬 | 0.00% | +18,810+89.9% | 加碼 |
| Private Advisor Group, LLC | 39,918 | $91.6 萬 | 0.00% | +28,513+250.0% | 加碼 |
| Advisors Preferred, LLC | 40,306 | $93.1 萬 | 0.14% | +40,306 | 新進 |
| Brighton Jones LLC | 41,802 | $95.9 萬 | 0.02% | +7,959+23.5% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 41,964 | $96.3 萬 | 0.01% | +5,923+16.4% | 加碼 |
| Aviance Capital Partners, LLC | 44,143 | $101.3 萬 | 0.12% | +44,143 | 新進 |
| Weiss Asset Management LP | 44,430 | $101.9 萬 | 0.01% | +44,430 | 新進 |
| Guggenheim Capital LLC | 44,440 | $101.9 萬 | 0.01% | +5,385+13.8% | 加碼 |
| Dark Forest Capital Management LP | 45,270 | $103.8 萬 | 0.04% | −178,262−79.7% | 減碼 |
| Invst, LLC | 45,528 | $104.4 萬 | 0.12% | −2,604−5.4% | 減碼 |
| CIBC Bancorp USA Inc. | 45,538 | $104.5 萬 | 0.01% | +45,538 | 新進 |
| Essential Partners LLC | 46,030 | $105.6 萬 | 0.35% | +1,453+3.3% | 加碼 |
| Bridgewater Associates, LP | 46,467 | $106.6 萬 | 0.00% | +46,467 | 新進 |
| Mount Lucas Management LP | 46,809 | $107.4 萬 | 0.48% | −895−1.9% | 減碼 |
| Rothschild Investment LLC | 46,844 | $107.5 萬 | 0.06% | +3,804+8.8% | 加碼 |
| Vinva Investment Management Ltd | 31,000 | $108.4 萬 | 0.02% | −11,052−26.3% | 減碼 |
| State of Alaska, Department of Revenue | 48,129 | $110.4 萬 | 0.01% | −2,157−4.3% | 減碼 |
| Mutual of America Capital Management LLC | 48,343 | $110.9 萬 | 0.01% | −2,984−5.8% | 減碼 |
| Kestra Private Wealth Services, LLC | 48,424 | $111.1 萬 | 0.01% | +70+0.1% | 加碼 |
| Jackson Creek Investment Advisors LLC | 49,261 | $113.0 萬 | 0.33% | +49,261 | 新進 |
| WBI Investments | 49,782 | $114.2 萬 | 0.29% | −59,510−54.5% | 減碼 |
| Elo Mutual Pension Insurance Co | 50,323 | $115.4 萬 | 0.02% | +5,944+13.4% | 加碼 |
| Oregon Public Employees Retirement Fund | 51,035 | $117.1 萬 | 0.02% | +12,428+32.2% | 加碼 |
| Standard Life Aberdeen plc | 53,506 | $123.1 萬 | 0.00% | −23,390−30.4% | 減碼 |
| Natixis Advisors, L.P. | 54,148 | $124.2 萬 | 0.00% | +5,307+10.9% | 加碼 |
| Summit Trail Advisors, LLC | 54,168 | $124.3 萬 | 0.02% | +54,168 | 新進 |
| Nisa Investment Advisors, LLC | 54,859 | $125.8 萬 | 0.00% | −2,858−5.0% | 減碼 |
| CI Private Wealth, LLC | 55,785 | $128.0 萬 | 0.00% | +2,922+5.5% | 加碼 |
| NEOS Investment Management LLC | 56,779 | $130.3 萬 | 0.01% | +16,926+42.5% | 加碼 |
| CIBC Asset Management Inc | 56,827 | $130.4 萬 | 0.00% | −82−0.1% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 57,621 | $132.2 萬 | 0.05% | −9,182−13.7% | 減碼 |
| Yousif Capital Management, LLC | 57,789 | $132.6 萬 | 0.01% | −7,671−11.7% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 57,790 | $132.6 萬 | 0.00% | −139,002−70.6% | 減碼 |
| Woodline Partners LP | 58,880 | $135.1 萬 | 0.01% | +10,529+21.8% | 加碼 |
| Engineers Gate Manager LP | 59,410 | $136.3 萬 | 0.02% | +40,877+220.6% | 加碼 |
| Allworth Financial LP | 59,698 | $136.9 萬 | 0.01% | +2,802+4.9% | 加碼 |
| New York Life Investment Management LLC | 59,780 | $137.1 萬 | 0.01% | −287−0.5% | 減碼 |
| Ensign Peak Advisors, Inc | 61,725 | $141.6 萬 | 0.00% | −29,695−32.5% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 61,769 | $141.7 萬 | 0.00% | +1,770+3.0% | 加碼 |
| Picton Mahoney Asset Management | 64,104 | $146.9 萬 | 0.02% | +64,104 | 新進 |
| Twin Tree Management, LP | 65,353 | $149.9 萬 | 0.07% | −162,480−71.3% | 減碼 |
| Cubist Systematic Strategies, LLC | 65,888 | $151.1 萬 | 0.02% | −394,213−85.7% | 減碼 |
| Norris Financial Group, LLC | 66,287 | $152.1 萬 | 0.56% | +66,287 | 新進 |
| ARGA Investment Management, LP | 66,425 | $152.4 萬 | 0.04% | −37,573−36.1% | 減碼 |
| Lecap Asset Management Ltd | 67,435 | $154.7 萬 | 0.54% | +67,435 | 新進 |
| Pictet Asset Management Holding SA | 68,312 | $156.7 萬 | 0.00% | −17,652−20.5% | 減碼 |
| Credit Agricole S A | 68,524 | $157.2 萬 | 0.01% | +68,524 | 新進 |
| Gold Investment Management Ltd. | 68,940 | $158.1 萬 | 0.53% | +2,616+3.9% | 加碼 |
| Vident Advisory, LLC | 69,037 | $158.4 萬 | 0.02% | −15,306−18.1% | 減碼 |
| JustInvest LLC | 70,744 | $162.3 萬 | 0.02% | +291+0.4% | 加碼 |
| Greenwood Capital Associates LLC | 72,169 | $165.6 萬 | 0.19% | −2,854−3.8% | 減碼 |
| MML Investors Services, LLC | 72,225 | $165.7 萬 | 0.00% | +11,734+19.4% | 加碼 |
| Captrust Financial Advisors | 73,381 | $168.3 萬 | 0.00% | +13,364+22.3% | 加碼 |
| Mork Capital Management, LLC | 73,400 | $168.4 萬 | 1.16% | 00.0% | 不變 |
| Group One Trading, L.P. | 74,399 | $170.7 萬 | 0.05% | +74,399 | 新進 |
| Gator Capital Management, LLC | 75,000 | $172.1 萬 | 0.44% | 00.0% | 不變 |
| Mackenzie Financial Corp | 76,050 | $174.5 萬 | 0.00% | −11,356−13.0% | 減碼 |
| Teacher Retirement System of Texas | 76,849 | $176.3 萬 | 0.01% | +8,305+12.1% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 76,851 | $176.3 萬 | 0.00% | +15,088+24.4% | 加碼 |
| Neuberger Berman Group LLC | 77,474 | $177.7 萬 | 0.00% | +6,686+9.4% | 加碼 |
| TD Asset Management Inc | 78,381 | $179.8 萬 | 0.00% | −2,600−3.2% | 減碼 |
| Lazard Asset Management LLC | 79,551 | $182.5 萬 | 0.00% | −3,191−3.9% | 減碼 |
| Northwestern Mutual Wealth Management Co | 80,150 | $183.9 萬 | 0.00% | +3,759+4.9% | 加碼 |
| Amalgamated Bank | 80,476 | $184.6 萬 | 0.01% | −1,804−2.2% | 減碼 |
| Cozad Asset Management Inc | 81,396 | $186.7 萬 | 0.15% | +1,746+2.2% | 加碼 |
| Commonwealth Equity Services, LLC | 81,877 | $187.8 萬 | 0.00% | −22,149−21.3% | 減碼 |
| Highland Capital Management, LLC | 82,100 | $188.3 萬 | 0.09% | +900+1.1% | 加碼 |
| Trexquant Investment LP | 83,141 | $190.7 萬 | 0.02% | −14,594−14.9% | 減碼 |
| Wealthfront Advisers LLC | 85,723 | $196.6 萬 | 0.00% | +474+0.6% | 加碼 |
| Horizon Investments, LLC | 86,152 | $197.6 萬 | 0.03% | +78,661+1,050.1% | 加碼 |
| Asset Management One Co.,Ltd. | 86,389 | $198.2 萬 | 0.01% | −21,857−20.2% | 減碼 |
| UniSuper Management Pty Ltd | 87,180 | $200.0 萬 | 0.01% | −22,112−20.2% | 減碼 |
| Voya Investment Management LLC | 88,001 | $201.9 萬 | 0.00% | −26,723−23.3% | 減碼 |
| CSS LLC | 89,937 | $206.3 萬 | 0.12% | −14,040−13.5% | 減碼 |
| Creative Planning | 89,962 | $206.4 萬 | 0.00% | +57,955+181.1% | 加碼 |
| Harmony Asset Management LLC | 90,930 | $208.6 萬 | 0.72% | +80.0% | 加碼 |
| Handelsbanken Fonder AB | 91,700 | $210.4 萬 | 0.01% | +14,700+19.1% | 加碼 |
| Valueworks LLC | 94,929 | $217.8 萬 | 0.63% | −3,117−3.2% | 減碼 |