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 13F 持有人
Invesco Ltd. 在 2025/12/31 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
- 631
- 較 2025 年第 3 季 +80 家
- 持有股數
- 4.12 億
- 較 2025 年第 3 季 +2,098 萬 (+5.4%)
- 總市值
- $108.2 億
- 較 2025 年第 3 季 +$18.5 億 (+20.7%)
- 新進機構
- 119
- 另有 253 家加碼
- 清倉機構
- 39
- 另有 177 家減碼
另有 15 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Maryland State Retirement & Pension System | 19,628 | $51.6 萬 | 0.01% | 00.0% | 不變 |
| Inscription Capital, LLC | 19,851 | $52.1 萬 | 0.05% | 00.0% | 不變 |
| Pavaki Capital Management LLC | 20,000 | $52.5 萬 | 0.37% | +20,000 | 新進 |
| ING Groep NV | 20,544 | $54.0 萬 | 0.00% | −341−1.6% | 減碼 |
| Arvest Investments, Inc. | 20,588 | $54.1 萬 | 0.08% | −1,385−6.3% | 減碼 |
| USA Financial Portformulas Corp | 20,665 | $54.3 萬 | 0.10% | +20,665 | 新進 |
| New Mexico Educational Retirement Board | 20,714 | $54.4 萬 | 0.02% | +500+2.5% | 加碼 |
| Syon Capital LLC | 20,749 | $54.5 萬 | 0.03% | +1,884+10.0% | 加碼 |
| Allspring Global Investments Holdings, LLC | 20,371 | $54.9 萬 | 0.00% | −264−1.3% | 減碼 |
| iA Global Asset Management Inc. | 21,010 | $55.2 萬 | 0.01% | +21,010 | 新進 |
| OpenArc Corporate Advisory, LLC | 21,404 | $56.2 萬 | 0.01% | +21,404 | 新進 |
| Apollon Wealth Management, LLC | 21,446 | $56.3 萬 | 0.01% | +2,886+15.5% | 加碼 |
| Evolve Private Wealth, LLC | 21,460 | $56.4 萬 | 0.03% | +21,460 | 新進 |
| Elo Mutual Pension Insurance Co | 21,530 | $56.6 萬 | 0.01% | −28,793−57.2% | 減碼 |
| Sterling Capital Management LLC | 21,576 | $56.7 萬 | 0.01% | −925−4.1% | 減碼 |
| Evergreen Capital Management LLC | 21,732 | $57.1 萬 | 0.01% | +21,732 | 新進 |
| Kestra Advisory Services, LLC | 21,757 | $57.2 萬 | 0.00% | +777+3.7% | 加碼 |
| Novare Capital Management LLC | 22,000 | $57.8 萬 | 0.04% | 00.0% | 不變 |
| Fifth Third Bancorp | 22,004 | $57.8 萬 | 0.00% | −866−3.8% | 減碼 |
| Tower Research Capital LLC (TRC) | 22,186 | $58.3 萬 | 0.01% | +6,179+38.6% | 加碼 |
| Wedmont Private Capital | 21,236 | $58.8 萬 | 0.02% | +456+2.2% | 加碼 |
| Groupama Asset Managment | 22,622 | $59.4 萬 | 0.01% | −2,346−9.4% | 減碼 |
| Louisiana State Employees Retirement System | 22,700 | $59.6 萬 | 0.01% | −700−3.0% | 減碼 |
| Vinva Investment Management Ltd | 15,136 | $59.8 萬 | 0.01% | −15,864−51.2% | 減碼 |
| Polymer Capital Management (US) LLC | 22,882 | $60.1 萬 | 0.08% | +22,882 | 新進 |
| Inceptionr LLC | 22,953 | $60.3 萬 | 0.17% | +1,442+6.7% | 加碼 |
| HighTower Advisors, LLC | 23,180 | $60.9 萬 | 0.00% | +1,888+8.9% | 加碼 |
| CAPROCK Group, Inc. | 24,355 | $64.0 萬 | 0.01% | −15,994−39.6% | 減碼 |
| Kera Capital Partners, Inc. | 23,508 | $64.2 萬 | 0.08% | −692−2.9% | 減碼 |
| Integrated Wealth Concepts LLC | 24,549 | $64.5 萬 | 0.01% | −1,356−5.2% | 減碼 |
| Mirabella Financial Services LLP | 24,613 | $64.7 萬 | 0.06% | +24,613 | 新進 |
| Balyasny Asset Management LLC | 25,242 | $66.3 萬 | 0.00% | −3,300,789−99.2% | 減碼 |
| Hartford Investment Management Co | 25,420 | $66.8 萬 | 0.02% | −577−2.2% | 減碼 |
| Venture Visionary Partners LLC | 25,515 | $67.0 萬 | 0.02% | −58−0.2% | 減碼 |
| Farther Finance Advisors, LLC | 25,806 | $67.8 萬 | 0.01% | +2,391+10.2% | 加碼 |
| Stock Yards Bank & Trust Co | 26,042 | $68.4 萬 | 0.02% | 00.0% | 不變 |
| Sumitomo Mitsui Trust Holdings, Inc. | 26,077 | $68.5 萬 | 0.00% | +5,448+26.4% | 加碼 |
| Advisory Services Network, LLC | 26,765 | $70.3 萬 | 0.01% | +5,927+28.4% | 加碼 |
| Norinchukin Bank, The | 27,735 | $72.9 萬 | 0.01% | +1,486+5.7% | 加碼 |
| CIBC Private Wealth Group, LLC | 27,768 | $72.9 萬 | 0.00% | +336+1.2% | 加碼 |
| Advisors Asset Management, Inc. | 27,848 | $73.2 萬 | 0.01% | −620−2.2% | 減碼 |
| Winton Group Ltd | 28,000 | $73.6 萬 | 0.03% | +28,000 | 新進 |
| Bridgewater Associates, LP | 28,015 | $73.6 萬 | 0.00% | −18,452−39.7% | 減碼 |
| Krilogy Financial LLC | 26,261 | $75.2 萬 | 0.03% | +3,497+15.4% | 加碼 |
| Arvest Bank Trust Division | 28,692 | $75.4 萬 | 0.04% | −873−3.0% | 減碼 |
| Equitable Holdings, Inc. | 29,650 | $77.9 萬 | 0.01% | −500−1.7% | 減碼 |
| Crossmark Global Holdings, Inc. | 29,858 | $78.4 萬 | 0.01% | +49+0.2% | 加碼 |
| Public Employees Retirement Association of Colorado | 29,961 | $78.7 萬 | 0.00% | 00.0% | 不變 |
| Mizuho Securities USA LLC | 32,409 | $79.2 萬 | 0.01% | −72−0.2% | 減碼 |
| Federation des caisses Desjardins du Quebec | 30,903 | $81.2 萬 | 0.00% | +3,431+12.5% | 加碼 |
| Quilter Plc | 32,245 | $84.7 萬 | 0.01% | 00.0% | 不變 |
| Elevated Capital Advisors, LLC | 32,360 | $85.0 萬 | 0.20% | −1,853−5.4% | 減碼 |
| Janney Montgomery Scott LLC | 33,389 | $87.7 萬 | 0.00% | +522+1.6% | 加碼 |
| Daiwa Securities Group Inc. | 34,210 | $89.9 萬 | 0.00% | +1,957+6.1% | 加碼 |
| Private Advisor Group, LLC | 34,250 | $90.0 萬 | 0.00% | −5,668−14.2% | 減碼 |
| Savant Capital, LLC | 34,260 | $90.0 萬 | 0.01% | +2,246+7.0% | 加碼 |
| Xponance, Inc. | 34,268 | $90.0 萬 | 0.01% | +3,647+11.9% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 35,141 | $92.3 萬 | 0.01% | 00.0% | 不變 |
| GAMMA Investing LLC | 35,451 | $93.1 萬 | 0.05% | +2,615+8.0% | 加碼 |
| Retirement Planning Co of New England, Inc. | 36,443 | $95.7 萬 | 0.38% | −92−0.3% | 減碼 |
| Impact Partnership Wealth, LLC | 36,711 | $96.4 萬 | 0.12% | +8,313+29.3% | 加碼 |
| Havemeyer Place LP | 36,720 | $96.5 萬 | 0.19% | +36,720 | 新進 |
| Twin Capital Management Inc | 36,879 | $96.9 萬 | 0.12% | +280+0.8% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 38,145 | $100.2 萬 | 0.00% | +10,040+35.7% | 加碼 |
| Guinness Asset Management LTD | 37,433 | $100.5 萬 | 0.02% | +8,217+28.1% | 加碼 |
| Merit Financial Group, LLC | 40,351 | $106.0 萬 | 0.01% | +16,618+70.0% | 加碼 |
| Neo Ivy Capital Management | 40,948 | $107.6 萬 | 0.17% | +40,948 | 新進 |
| Pallas Capital Advisors LLC | 40,967 | $107.6 萬 | 0.04% | +4,620+12.7% | 加碼 |
| Wealthcare Advisory Partners LLC | 41,088 | $107.9 萬 | 0.02% | +3,449+9.2% | 加碼 |
| NorthCrest Asset Manangement, LLC | 38,370 | $108.0 萬 | 0.02% | +8,324+27.7% | 加碼 |
| Invst, LLC | 41,556 | $109.2 萬 | 0.12% | −3,972−8.7% | 減碼 |
| Harvest Investment Services, LLC | 41,834 | $109.9 萬 | 0.21% | +41,834 | 新進 |
| Advisory Research Inc | 43,861 | $115.2 萬 | 0.14% | +43,861 | 新進 |
| Kestra Private Wealth Services, LLC | 44,082 | $115.8 萬 | 0.01% | −4,342−9.0% | 減碼 |
| State of Alaska, Department of Revenue | 44,234 | $116.2 萬 | 0.01% | −3,895−8.1% | 減碼 |
| Pacer Advisors, Inc. | 44,473 | $116.8 萬 | 0.00% | −53,308−54.5% | 減碼 |
| Ensign Peak Advisors, Inc | 45,355 | $119.1 萬 | 0.00% | −16,370−26.5% | 減碼 |
| Buckingham Strategic Partners | 45,534 | $119.6 萬 | 0.01% | +9,856+27.6% | 加碼 |
| Park Capital Management, LLC | 45,824 | $120.4 萬 | 0.86% | +45,824 | 新進 |
| Integrated Quantitative Investments LLC | 45,984 | $120.8 萬 | 0.26% | +45,984 | 新進 |
| AE Wealth Management LLC | 45,992 | $120.8 萬 | 0.01% | +12,721+38.2% | 加碼 |
| Ethic Inc. | 46,086 | $121.1 萬 | 0.02% | +7,933+20.8% | 加碼 |
| Lecap Asset Management Ltd | 46,272 | $121.6 萬 | 0.48% | −21,163−31.4% | 減碼 |
| CIBC World Markets Corp | 46,472 | $122.1 萬 | 0.01% | +46,472 | 新進 |
| Aviance Capital Partners, LLC | 46,754 | $122.8 萬 | 0.14% | +2,611+5.9% | 加碼 |
| Twin Tree Management, LP | 46,758 | $122.8 萬 | 0.13% | −18,595−28.5% | 減碼 |
| Essential Partners LLC | 47,082 | $123.7 萬 | 0.38% | +1,052+2.3% | 加碼 |
| Mount Lucas Management LP | 47,560 | $124.9 萬 | 0.55% | +751+1.6% | 加碼 |
| Mutual of America Capital Management LLC | 47,796 | $125.6 萬 | 0.01% | −547−1.1% | 減碼 |
| Jackson Creek Investment Advisors LLC | 48,048 | $126.2 萬 | 0.37% | −1,213−2.5% | 減碼 |
| Sequoia Financial Advisors, LLC | 48,344 | $127.0 萬 | 0.01% | +20,503+73.6% | 加碼 |
| Contravisory Investment Management, Inc. | 49,142 | $129.1 萬 | 0.26% | +45,260+1,165.9% | 加碼 |
| Guggenheim Capital LLC | 49,589 | $130.3 萬 | 0.01% | +5,149+11.6% | 加碼 |
| Foundations Investment Advisors, LLC | 49,805 | $130.8 萬 | 0.02% | +27,900+127.4% | 加碼 |
| Machina Capital S.A.S. | 49,928 | $131.2 萬 | 0.25% | +49,928 | 新進 |
| Oregon Public Employees Retirement Fund | 50,935 | $133.8 萬 | 0.02% | −100−0.2% | 減碼 |
| Rothschild Investment LLC | 51,069 | $134.2 萬 | 0.07% | +4,225+9.0% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 52,297 | $137.4 萬 | 0.01% | +10,333+24.6% | 加碼 |
| Assetmark, Inc | 52,904 | $139.0 萬 | 0.00% | +17,654+50.1% | 加碼 |
| Oak Thistle LLC | 54,851 | $144.1 萬 | 0.20% | +20,245+58.5% | 加碼 |