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 |
|---|---|---|---|---|---|
| ARGA Investment Management, LP | 66,425 | $152.4 萬 | 0.04% | −37,573−36.1% | 減碼 |
| Norris Financial Group, LLC | 66,287 | $152.1 萬 | 0.56% | +66,287 | 新進 |
| Cubist Systematic Strategies, LLC | 65,888 | $151.1 萬 | 0.02% | −394,213−85.7% | 減碼 |
| Twin Tree Management, LP | 65,353 | $149.9 萬 | 0.07% | −162,480−71.3% | 減碼 |
| Picton Mahoney Asset Management | 64,104 | $146.9 萬 | 0.02% | +64,104 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 61,769 | $141.7 萬 | 0.00% | +1,770+3.0% | 加碼 |
| Ensign Peak Advisors, Inc | 61,725 | $141.6 萬 | 0.00% | −29,695−32.5% | 減碼 |
| New York Life Investment Management LLC | 59,780 | $137.1 萬 | 0.01% | −287−0.5% | 減碼 |
| Allworth Financial LP | 59,698 | $136.9 萬 | 0.01% | +2,802+4.9% | 加碼 |
| Engineers Gate Manager LP | 59,410 | $136.3 萬 | 0.02% | +40,877+220.6% | 加碼 |
| Woodline Partners LP | 58,880 | $135.1 萬 | 0.01% | +10,529+21.8% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 57,790 | $132.6 萬 | 0.00% | −139,002−70.6% | 減碼 |
| Yousif Capital Management, LLC | 57,789 | $132.6 萬 | 0.01% | −7,671−11.7% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 57,621 | $132.2 萬 | 0.05% | −9,182−13.7% | 減碼 |
| CIBC Asset Management Inc | 56,827 | $130.4 萬 | 0.00% | −82−0.1% | 減碼 |
| NEOS Investment Management LLC | 56,779 | $130.3 萬 | 0.01% | +16,926+42.5% | 加碼 |
| CI Private Wealth, LLC | 55,785 | $128.0 萬 | 0.00% | +2,922+5.5% | 加碼 |
| Nisa Investment Advisors, LLC | 54,859 | $125.8 萬 | 0.00% | −2,858−5.0% | 減碼 |
| Summit Trail Advisors, LLC | 54,168 | $124.3 萬 | 0.02% | +54,168 | 新進 |
| Natixis Advisors, L.P. | 54,148 | $124.2 萬 | 0.00% | +5,307+10.9% | 加碼 |
| Standard Life Aberdeen plc | 53,506 | $123.1 萬 | 0.00% | −23,390−30.4% | 減碼 |
| Oregon Public Employees Retirement Fund | 51,035 | $117.1 萬 | 0.02% | +12,428+32.2% | 加碼 |
| Elo Mutual Pension Insurance Co | 50,323 | $115.4 萬 | 0.02% | +5,944+13.4% | 加碼 |
| WBI Investments | 49,782 | $114.2 萬 | 0.29% | −59,510−54.5% | 減碼 |
| Jackson Creek Investment Advisors LLC | 49,261 | $113.0 萬 | 0.33% | +49,261 | 新進 |
| Kestra Private Wealth Services, LLC | 48,424 | $111.1 萬 | 0.01% | +70+0.1% | 加碼 |
| Mutual of America Capital Management LLC | 48,343 | $110.9 萬 | 0.01% | −2,984−5.8% | 減碼 |
| State of Alaska, Department of Revenue | 48,129 | $110.4 萬 | 0.01% | −2,157−4.3% | 減碼 |
| Vinva Investment Management Ltd | 31,000 | $108.4 萬 | 0.02% | −11,052−26.3% | 減碼 |
| Rothschild Investment LLC | 46,844 | $107.5 萬 | 0.06% | +3,804+8.8% | 加碼 |
| Mount Lucas Management LP | 46,809 | $107.4 萬 | 0.48% | −895−1.9% | 減碼 |
| Bridgewater Associates, LP | 46,467 | $106.6 萬 | 0.00% | +46,467 | 新進 |
| Essential Partners LLC | 46,030 | $105.6 萬 | 0.35% | +1,453+3.3% | 加碼 |
| CIBC Bancorp USA Inc. | 45,538 | $104.5 萬 | 0.01% | +45,538 | 新進 |
| Invst, LLC | 45,528 | $104.4 萬 | 0.12% | −2,604−5.4% | 減碼 |
| Dark Forest Capital Management LP | 45,270 | $103.8 萬 | 0.04% | −178,262−79.7% | 減碼 |
| Guggenheim Capital LLC | 44,440 | $101.9 萬 | 0.01% | +5,385+13.8% | 加碼 |
| Weiss Asset Management LP | 44,430 | $101.9 萬 | 0.01% | +44,430 | 新進 |
| Aviance Capital Partners, LLC | 44,143 | $101.3 萬 | 0.12% | +44,143 | 新進 |
| O'Shaughnessy Asset Management, LLC | 41,964 | $96.3 萬 | 0.01% | +5,923+16.4% | 加碼 |
| Brighton Jones LLC | 41,802 | $95.9 萬 | 0.02% | +7,959+23.5% | 加碼 |
| Advisors Preferred, LLC | 40,306 | $93.1 萬 | 0.14% | +40,306 | 新進 |
| Private Advisor Group, LLC | 39,918 | $91.6 萬 | 0.00% | +28,513+250.0% | 加碼 |
| Envestnet Asset Management Inc | 39,731 | $91.1 萬 | 0.00% | +18,810+89.9% | 加碼 |
| CAPROCK Group, Inc. | 40,349 | $89.2 萬 | 0.02% | +40,349 | 新進 |
| Ethic Inc. | 38,153 | $87.5 萬 | 0.01% | +16,503+76.2% | 加碼 |
| Wealthcare Advisory Partners LLC | 37,639 | $86.3 萬 | 0.02% | −1,342−3.4% | 減碼 |
| Kingsview Wealth Management, LLC | 37,007 | $84.9 萬 | 0.01% | +9,023+32.2% | 加碼 |
| Twin Capital Management Inc | 36,599 | $84.0 萬 | 0.11% | −1,767−4.6% | 減碼 |
| Retirement Planning Co of New England, Inc. | 36,535 | $83.8 萬 | 0.34% | −898−2.4% | 減碼 |
| Buckingham Strategic Partners | 35,678 | $83.7 萬 | 0.01% | +12,183+51.9% | 加碼 |
| Pallas Capital Advisors LLC | 36,347 | $83.4 萬 | 0.03% | +362+1.0% | 加碼 |
| Advisor Group Holdings, Inc. | 36,803 | $81.9 萬 | 0.00% | −7,156−16.3% | 減碼 |
| Los Angeles Capital Management LLC | 35,340 | $81.1 萬 | 0.00% | +35,340 | 新進 |
| Assetmark, Inc | 35,250 | $80.9 萬 | 0.00% | +19,507+123.9% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 35,141 | $80.6 萬 | 0.01% | 00.0% | 不變 |
| Oak Thistle LLC | 34,606 | $79.4 萬 | 0.12% | −74,699−68.3% | 減碼 |
| Elevated Capital Advisors, LLC | 34,213 | $78.5 萬 | 0.20% | −6,871−16.7% | 減碼 |
| State of Wisconsin Investment Board | 34,004 | $78.0 萬 | 0.00% | +314+0.9% | 加碼 |
| Colony Group, LLC | 33,962 | $77.9 萬 | 0.00% | +14,267+72.4% | 加碼 |
| AE Wealth Management LLC | 33,271 | $76.3 萬 | 0.00% | +5,616+20.3% | 加碼 |
| IMC-Chicago, LLC | 33,207 | $76.2 萬 | 0.01% | +33,207 | 新進 |
| Janney Montgomery Scott LLC | 32,867 | $75.4 萬 | 0.00% | −53,957−62.1% | 減碼 |
| GAMMA Investing LLC | 32,836 | $75.3 萬 | 0.04% | +3,247+11.0% | 加碼 |
| Daiwa Securities Group Inc. | 32,253 | $74.0 萬 | 0.00% | +1,609+5.3% | 加碼 |
| Quilter Plc | 32,245 | $74.0 萬 | 0.01% | 00.0% | 不變 |
| Savant Capital, LLC | 32,014 | $73.4 萬 | 0.00% | −1,594−4.7% | 減碼 |
| NorthCrest Asset Manangement, LLC | 30,046 | $72.4 萬 | 0.02% | +4,508+17.7% | 加碼 |
| Investors Research Corp | 31,312 | $71.8 萬 | 0.13% | 00.0% | 不變 |
| Mizuho Securities USA LLC | 32,481 | $71.1 萬 | 0.01% | +1,543+5.0% | 加碼 |
| Xponance, Inc. | 30,621 | $70.2 萬 | 0.01% | −4,425−12.6% | 減碼 |
| Equitable Holdings, Inc. | 30,150 | $69.2 萬 | 0.01% | −7,898−20.8% | 減碼 |
| Kovitz Investment Group Partners, LLC | 30,054 | $68.9 萬 | 0.00% | +18,821+167.6% | 加碼 |
| Public Employees Retirement Association of Colorado | 29,961 | $68.7 萬 | 0.00% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 29,809 | $68.4 萬 | 0.01% | +20+0.1% | 加碼 |
| Arvest Bank Trust Division | 29,565 | $67.8 萬 | 0.04% | −1,320−4.3% | 減碼 |
| Guinness Asset Management LTD | 29,216 | $67.2 萬 | 0.01% | +29,216 | 新進 |
| Advisors Asset Management, Inc. | 28,468 | $65.3 萬 | 0.01% | −2,171−7.1% | 減碼 |
| Impact Partnership Wealth, LLC | 28,398 | $65.1 萬 | 0.10% | −1,758−5.8% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 28,105 | $64.5 萬 | 0.00% | +1,288+4.8% | 加碼 |
| Sequoia Financial Advisors, LLC | 27,841 | $63.9 萬 | 0.00% | +17,798+177.2% | 加碼 |
| Federation des caisses Desjardins du Quebec | 27,472 | $63.0 萬 | 0.00% | +21,912+394.1% | 加碼 |
| CIBC Private Wealth Group, LLC | 27,432 | $62.9 萬 | 0.00% | −167−0.6% | 減碼 |
| Tennessee Valley Asset Management Partners | 26,915 | $61.7 萬 | 0.08% | +26,915 | 新進 |
| Penserra Capital Management LLC | 26,687 | $61.2 萬 | 0.01% | +26,687 | 新進 |
| Norinchukin Bank, The | 26,249 | $60.2 萬 | 0.01% | +544+2.1% | 加碼 |
| Stock Yards Bank & Trust Co | 26,042 | $59.7 萬 | 0.02% | −240−0.9% | 減碼 |
| Hartford Investment Management Co | 25,997 | $59.6 萬 | 0.02% | −270−1.0% | 減碼 |
| Integrated Wealth Concepts LLC | 25,905 | $59.4 萬 | 0.01% | +3,621+16.2% | 加碼 |
| Venture Visionary Partners LLC | 25,573 | $58.7 萬 | 0.02% | +40.0% | 加碼 |
| Quantessence Capital LLC | 25,200 | $57.8 萬 | 0.18% | +25,200 | 新進 |
| Point72 (DIFC) Ltd | 25,192 | $57.8 萬 | 0.04% | +25,192 | 新進 |
| Groupama Asset Managment | 24,968 | $57.3 萬 | 0.01% | +24,968 | 新進 |
| Kera Capital Partners, Inc. | 24,200 | $55.5 萬 | 0.08% | +1,824+8.2% | 加碼 |
| DRW Securities, LLC | 23,656 | $54.7 萬 | 0.03% | +11,335+92.0% | 加碼 |
| Merit Financial Group, LLC | 23,733 | $54.4 萬 | 0.01% | +4,620+24.2% | 加碼 |
| Farther Finance Advisors, LLC | 23,415 | $53.7 萬 | 0.01% | +842+3.7% | 加碼 |
| Louisiana State Employees Retirement System | 23,400 | $53.7 萬 | 0.01% | −200−0.8% | 減碼 |
| Krilogy Financial LLC | 22,764 | $53.2 萬 | 0.02% | +22,764 | 新進 |
| Fifth Third Bancorp | 22,870 | $52.5 萬 | 0.00% | +849+3.9% | 加碼 |