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 |
|---|---|---|---|---|---|
| First Trust Advisors LP | 1,978,717 | $5,198 萬 | 0.04% | −1,130,518−36.4% | 減碼 |
| Amundi | 2,014,800 | $5,293 萬 | 0.01% | +239,062+13.5% | 加碼 |
| Ameriprise Financial Inc | 2,020,822 | $5,309 萬 | 0.01% | +477,543+30.9% | 加碼 |
| Bank of America Corp | 2,058,493 | $5,408 萬 | 0.00% | +592,642+40.4% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 1,921,158 | $5,428 萬 | 0.07% | +1,744,862+989.7% | 加碼 |
| Jane Street Group, LLC | 2,314,357 | $6,080 萬 | 0.07% | +1,750,212+310.2% | 加碼 |
| Holocene Advisors, LP | 2,467,939 | $6,483 萬 | 0.14% | +39,045+1.6% | 加碼 |
| Deutsche Bank AG | 2,634,866 | $6,922 萬 | 0.02% | +1,184,725+81.7% | 加碼 |
| UBS Group AG | 2,841,830 | $7,465 萬 | 0.01% | −565,777−16.6% | 減碼 |
| Trian Fund Management, L.P.大師Trian 基金管理 | 2,970,944 | $7,805 萬 | 1.96% | −11,657,511−79.7% | 減碼 |
| Macquarie Group Ltd | 2,979,258 | $7,827 萬 | 0.34% | +27,065+0.9% | 加碼 |
| Nomura Asset Management International Inc. | 3,150,958 | $8,278 萬 | 0.12% | +3,150,958 | 新進 |
| Bank of New York Mellon Corp | 3,249,634 | $8,537 萬 | 0.02% | +1,040,096+47.1% | 加碼 |
| Norges Bank | 3,902,656 | $1.03 億 | 0.01% | +3,902,656 | 新進 |
| Samlyn Capital, LLC | 4,211,041 | $1.11 億 | 1.76% | +2,268,260+116.8% | 加碼 |
| Charles Schwab Investment Management Inc | 4,376,599 | $1.15 億 | 0.02% | −48,498−1.1% | 減碼 |
| Alliancebernstein L.P. | 4,808,093 | $1.26 億 | 0.04% | −183,983−3.7% | 減碼 |
| Fisher Asset Management, LLC | 5,508,744 | $1.45 億 | 0.05% | +310,903+6.0% | 加碼 |
| Northern Trust Corp | 6,007,833 | $1.58 億 | 0.02% | −237,323−3.8% | 減碼 |
| Goldman Sachs Group Inc | 6,424,969 | $1.69 億 | 0.02% | +205,521+3.3% | 加碼 |
| Price T Rowe Associates Inc | 6,729,393 | $1.77 億 | 0.02% | +5,292,867+368.4% | 加碼 |
| Morgan Stanley | 7,338,776 | $1.93 億 | 0.01% | −293,135−3.8% | 減碼 |
| Invesco Ltd. | 8,770,121 | $2.30 億 | 0.02% | +8,770,121 | 新進 |
| AQR Capital Management LLC | 8,882,863 | $2.33 億 | 0.12% | −936,136−9.5% | 減碼 |
| Geode Capital Management, LLC | 10,925,140 | $2.86 億 | 0.02% | −277,914−2.5% | 減碼 |
| Millennium Management LLC | 13,882,786 | $3.65 億 | 0.26% | +1,014,863+7.9% | 加碼 |
| Dimensional Fund Advisors LP | 20,764,685 | $5.45 億 | 0.11% | −565,962−2.7% | 減碼 |
| State Street Corp | 21,541,382 | $5.66 億 | 0.02% | +18,890+0.1% | 加碼 |
| BlackRock, Inc. | 38,956,628 | $10.2 億 | 0.02% | +1,251,336+3.3% | 加碼 |
| Vanguard Group Inc | 52,965,761 | $13.9 億 | 0.02% | +947,693+1.8% | 加碼 |
| Massachusetts Mutual Life Insurance Co | 81,332,319 | $21.4 億 | 88.11% | 00.0% | 不變 |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −1,515,987−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −292,442−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −287,150−100.0% | 清倉 |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −122,298−100.0% | 清倉 |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −96,058−100.0% | 清倉 |
| Gator Capital Management, LLC | 0 | $0 | 0.00% | −75,000−100.0% | 清倉 |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −59,780−100.0% | 清倉 |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −57,790−100.0% | 清倉 |
| WBI Investments | 0 | $0 | 0.00% | −49,782−100.0% | 清倉 |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −44,430−100.0% | 清倉 |
| Brighton Jones LLC | 0 | $0 | 0.00% | −41,802−100.0% | 清倉 |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −40,306−100.0% | 清倉 |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −30,054−100.0% | 清倉 |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −26,687−100.0% | 清倉 |
| Quantessence Capital LLC | 0 | $0 | 0.00% | −25,200−100.0% | 清倉 |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −18,321−100.0% | 清倉 |
| Axq Capital, LP | 0 | $0 | 0.00% | −16,213−100.0% | 清倉 |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −14,200−100.0% | 清倉 |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −11,318−100.0% | 清倉 |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −10,297−100.0% | 清倉 |
| 111 Capital | 0 | $0 | 0.00% | −10,122−100.0% | 清倉 |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −10,101−100.0% | 清倉 |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −9,203−100.0% | 清倉 |
| Longboard Asset Management, LP | 0 | $0 | 0.00% | −8,978−100.0% | 清倉 |
| Steinberganna Wealth Management | 0 | $0 | 0.00% | −8,782−100.0% | 清倉 |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −6,996−100.0% | 清倉 |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −6,716−100.0% | 清倉 |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −6,452−100.0% | 清倉 |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −3,336−100.0% | 清倉 |
| Ci Investments Inc. | 0 | $0 | 0.00% | −2,780−100.0% | 清倉 |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −2,426−100.0% | 清倉 |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −1,435−100.0% | 清倉 |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −750−100.0% | 清倉 |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −295−100.0% | 清倉 |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −55−100.0% | 清倉 |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −79−100.0% | 清倉 |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −32−100.0% | 清倉 |
| Avalon Trust Co | 0 | $0 | 0.00% | −26−100.0% | 清倉 |
| Strengthening Families & Communities, LLC | 0 | $0 | 0.00% | −22−100.0% | 清倉 |
| AXA Investment Managers S.A. | – | – | – | – | 本季未申報 |
| Point72 Europe (London) LLP | – | – | – | – | 本季未申報 |
| Cubist Systematic Strategies, LLC | – | – | – | – | 本季未申報 |
| CIBC Bancorp USA Inc. | – | – | – | – | 本季未申報 |
| Point72 (DIFC) Ltd | – | – | – | – | 本季未申報 |
| Wolverine Trading, LLC | – | – | – | – | 本季未申報 |
| Glenmede Investment Management, LP | – | – | – | – | 本季未申報 |
| Full Sail Capital, LLC | – | – | – | – | 本季未申報 |
| Abich Financial Wealth Management LLC | – | – | – | – | 本季未申報 |
| Point72 Asia (Singapore) Pte. Ltd. | – | – | – | – | 本季未申報 |
| Shell Asset Management Co | – | – | – | – | 本季未申報 |
| Optimum Investment Advisors | – | – | – | – | 本季未申報 |
| Hemington Wealth Management | – | – | – | – | 本季未申報 |
| FSA Wealth Management LLC | – | – | – | – | 本季未申報 |
| Texas Capital Bancshares Inc | – | – | – | – | 本季未申報 |