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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 4 季與 2025 年第 3 季比較

持有 Invesco Ltd. 的機構從 2025 年第 3 季到 2025 年第 4 季的變化。

2025 年第 4 季全部持有人2025 年第 3 季全部持有人

IVZ 的 13F 持有人:2025 年第 3 季與 2025 年第 4 季比較
項目2025 年第 3 季其中尚未申報 2025 年第 4 季2025 年第 4 季變化
持有家數56615631+80
股數3.92 億98.7 萬4.12 億+2,098 萬 (+5.4%)
市值$89.8 億$2,264 萬$108.2 億+$18.5 億 (+20.7%)

15 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 季:沒申報不算清倉,所以變化不計入它們。

新進機構(119 家)

2025 年第 4 季季末持有 Invesco Ltd.、2025 年第 3 季季末沒有持有的機構。

依市值列出前 100 家,共 119 家。

2025 年第 4 季新進 IVZ 的機構
機構股數市值佔組合 %
Invesco Ltd.8,770,121$2.30 億0.02%
Norges Bank3,902,656$1.03 億0.01%
Nomura Asset Management International Inc.3,150,958$8,278 萬0.12%
Qube Research & Technologies Ltd1,464,827$3,848 萬0.06%
Delta Global Management LP1,336,596$3,511 萬2.55%
Wedge Capital Management L L P1,265,865$3,325 萬0.60%
Moore Capital Management, LP670,080$1,760 萬0.36%
Caption Management, LLC399,800$1,050 萬0.46%
Cambridge Financial Group, Inc.314,625$826.5 萬3.16%
EAM Investors, LLC200,876$527.7 萬0.59%
Mubadala Investment Co PJSC172,468$453.1 萬0.03%
Landscape Capital Management, L.L.C.117,432$308.5 萬0.21%
Zacks Investment Management105,173$276.3 萬0.02%
Fedenia Advisers LLC97,690$256.6 萬0.98%
F/M Investments LLC60,651$159.3 萬0.06%
Parrish Capital LLC59,212$155.5 萬1.41%
Buckley Wealth Management, LLC58,860$154.6 萬0.41%
Machina Capital S.A.S.49,928$131.2 萬0.25%
CIBC World Markets Corp46,472$122.1 萬0.01%
Integrated Quantitative Investments LLC45,984$120.8 萬0.26%
Park Capital Management, LLC45,824$120.4 萬0.86%
Advisory Research Inc43,861$115.2 萬0.14%
Harvest Investment Services, LLC41,834$109.9 萬0.21%
Neo Ivy Capital Management40,948$107.6 萬0.17%
Havemeyer Place LP36,720$96.5 萬0.19%
Winton Group Ltd28,000$73.6 萬0.03%
Mirabella Financial Services LLP24,613$64.7 萬0.06%
Polymer Capital Management (US) LLC22,882$60.1 萬0.08%
Evergreen Capital Management LLC21,732$57.1 萬0.01%
Evolve Private Wealth, LLC21,460$56.4 萬0.03%
OpenArc Corporate Advisory, LLC21,404$56.2 萬0.01%
iA Global Asset Management Inc.21,010$55.2 萬0.01%
USA Financial Portformulas Corp20,665$54.3 萬0.10%
Pavaki Capital Management LLC20,000$52.5 萬0.37%
Wealth Management Associates, Inc.19,410$51.0 萬0.18%
Hudson Bay Capital Management LP18,710$49.2 萬0.00%
EP Wealth Advisors, LLC17,531$46.1 萬0.00%
Edmond de Rothschild Holding S.A.17,500$46.0 萬0.01%
Keybank National Association17,164$45.1 萬0.00%
Fieldview Capital Management, LLC16,820$44.2 萬0.08%
Ibex Wealth Advisors16,638$43.7 萬0.04%
Farringdon Capital, Ltd.16,564$43.5 萬0.11%
XTX Topco Ltd15,901$41.8 萬0.01%
Glenmede Trust Co NA15,807$41.5 萬0.00%
Sagewood Asset Management LP15,457$40.6 萬0.14%
Dynamic Technology Lab Private Ltd14,945$39.3 萬0.09%
Global Financial Private Client, LLC14,937$39.2 萬0.14%
Boothbay Fund Management, LLC12,957$34.0 萬0.01%
North Dakota State Investment Board12,405$32.6 萬0.01%
RSM US Wealth Management LLC12,247$32.4 萬0.00%
Johnson Investment Counsel Inc12,144$31.9 萬0.00%
Bleakley Financial Group, LLC12,078$31.7 萬0.01%
RMB Capital Management, LLC12,041$31.6 萬0.01%
Ewa, LLC12,038$31.6 萬0.08%
U.S. Capital Wealth Advisors, LLC11,381$29.9 萬0.01%
Acadian Asset Management LLC10,831$28.4 萬0.00%
Brinker Capital Investments, LLC10,129$26.6 萬0.00%
Ironwood Investment Counsel, LLC9,601$25.2 萬0.04%
GTS Securities LLC9,598$25.2 萬0.01%
Skopos Labs, Inc.9,365$25.1 萬0.01%
AlphaGrep UK Ltd9,234$24.3 萬0.08%
Norden Group LLC9,209$24.2 萬0.02%
AlphaStar Capital Management, LLC8,918$23.4 萬0.02%
Manske Wealth Management8,716$22.9 萬0.07%
Altar Rock LLC8,679$22.8 萬0.27%
Dorsey & Whitney Trust CO LLC8,603$22.6 萬0.01%
Camden Capital, LLC8,583$22.5 萬0.01%
Toroso Investments, LLC8,525$22.4 萬0.00%
Laird Norton Trust Company, LLC8,463$22.2 萬0.00%
Unique Wealth Strategies, LLC8,335$21.9 萬0.09%
Keel Point, LLC8,300$21.8 萬0.01%
Savvy Advisors, Inc.8,278$21.7 萬0.01%
Cornerstone Select Advisors, LLC8,246$21.7 萬0.15%
Journey Strategic Wealth LLC8,201$21.5 萬0.01%
Avantax Planning Partners, Inc.8,187$21.5 萬0.01%
AlphaCore Capital LLC8,041$21.1 萬0.00%
Parcion Private Wealth LLC7,884$20.7 萬0.01%
Louisbourg Investments Inc.7,475$19.6 萬0.04%
AlphaCentric Advisors LLC6,966$18.3 萬0.18%
EFG International AG4,066$10.7 萬0.00%
Wealth Enhancement Trust Services, Inc.4,029$10.6 萬0.01%
Caitong International Asset Management Co., Ltd3,630$9.54 萬0.02%
SageView Advisory Group, LLC3,554$9.34 萬0.00%
Strategic Investment Solutions, Inc.3,005$7.89 萬0.02%
Intact Investment Management Inc.3,000$7.88 萬0.00%
CFG Wealth Management Services, Inc.3,000$7.88 萬0.07%
Pinnacle Wealth Planning Services, Inc.2,038$5.35 萬0.01%
Atlas Capital Advisors LLC1,755$4.61 萬0.01%
Torren Management, LLC1,656$4.35 萬0.02%
Garton & Associates Financial Advisors LLC1,332$4.21 萬0.02%
American National Bank1,168$3.07 萬0.00%
DV Trading LLC1,000$2.63 萬0.00%
Cullen/Frost Bankers, Inc.799$2.10 萬0.00%
Measured Wealth Private Client Group, LLC785$2.06 萬0.01%
Elyxium Wealth, LLC784$2.06 萬0.01%
Ancora Advisors, LLC646$1.70 萬0.00%
TD Capital Management LLC625$1.64 萬0.00%
DV Equities, LLC624$1.64 萬0.00%
Basecamp Wealth Advisors LLC320$8,4060.00%
Guinness Atkinson Asset Management Inc308$8,2670.00%

清倉機構(39 家)

2025 年第 3 季季末持有 Invesco Ltd.、2025 年第 4 季有申報但已經沒有持有的機構。

2025 年第 4 季清倉 IVZ 的機構
機構2025 年第 3 季股數2025 年第 3 季市值
Alyeska Investment Group, L.P.1,515,987$3,478 萬
Voloridge Investment Management, LLC292,442$670.9 萬
ExodusPoint Capital Management, LP287,150$658.7 萬
Qsemble Capital Management, LP122,298$280.6 萬
Edgestream Partners, L.P.96,058$220.4 萬
Gator Capital Management, LLC75,000$172.1 萬
New York Life Investment Management LLC59,780$137.1 萬
Connor, Clark & Lunn Investment Management Ltd.57,790$132.6 萬
WBI Investments49,782$114.2 萬
Weiss Asset Management LP44,430$101.9 萬
Brighton Jones LLC41,802$95.9 萬
Advisors Preferred, LLC40,306$93.1 萬
Kovitz Investment Group Partners, LLC30,054$68.9 萬
Penserra Capital Management LLC26,687$61.2 萬
Quantessence Capital LLC25,200$57.8 萬
Graham Capital Management, L.P.18,321$42.0 萬
Axq Capital, LP16,213$37.2 萬
Catalyst Funds Management Pty Ltd14,200$32.6 萬
Catalytic Wealth RIA, LLC11,318$26.0 萬
Cinctive Capital Management LP10,297$23.6 萬
111 Capital10,122$23.2 萬
Capstone Investment Advisors, LLC10,101$23.2 萬
Prelude Capital Management, LLC9,203$21.1 萬
Longboard Asset Management, LP8,978$20.6 萬
Steinberganna Wealth Management8,782$20.1 萬
Bayforest Capital Ltd6,996$16.0 萬
Newbridge Financial Services Group, Inc.6,716$15.4 萬
Principal Securities, Inc.6,452$14.8 萬
Employees Retirement System of Texas3,336$7.70 萬
Ci Investments Inc.2,780$6.40 萬
Wealthspire Advisors, LLC2,426$5.57 萬
Altshuler Shaham Ltd1,435$3.29 萬
Salem Investment Counselors Inc750$1.72 萬
Plante Moran Financial Advisors, LLC295$6,767
Ameritas Advisory Services, LLC55$1,262
Cloud Capital Management, LLC79$1,000
Rise Advisors, LLC32$734
Avalon Trust Co26$597
Strengthening Families & Communities, LLC22$516

尚未申報 2025 年第 4 季的機構(15 家)

2025 年第 3 季季末持有 Invesco Ltd.、還沒有申報 2025 年第 4 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2025 年第 3 季持有 IVZ、尚未申報 2025 年第 4 季的機構
機構2025 年第 3 季股數2025 年第 3 季市值
AXA Investment Managers S.A.468,582$1,075 萬
Point72 Europe (London) LLP309,633$710.3 萬
Cubist Systematic Strategies, LLC65,888$151.1 萬
CIBC Bancorp USA Inc.45,538$104.5 萬
Point72 (DIFC) Ltd25,192$57.8 萬
Wolverine Trading, LLC19,941$45.9 萬
Glenmede Investment Management, LP17,664$40.5 萬
Full Sail Capital, LLC12,556$28.8 萬
Abich Financial Wealth Management LLC10,296$23.6 萬
Point72 Asia (Singapore) Pte. Ltd.5,513$12.6 萬
Shell Asset Management Co3,591$8.20 萬
Optimum Investment Advisors1,600$3.67 萬
Hemington Wealth Management727$1.60 萬
FSA Wealth Management LLC112$2,569
Texas Capital Bancshares Inc42$963