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 |
|---|---|---|---|---|---|
| Mirabella Financial Services LLP | 24,613 | $64.7 萬 | 0.06% | +24,613 | 新進 |
| Integrated Wealth Concepts LLC | 24,549 | $64.5 萬 | 0.01% | −1,356−5.2% | 減碼 |
| Kera Capital Partners, Inc. | 23,508 | $64.2 萬 | 0.08% | −692−2.9% | 減碼 |
| CAPROCK Group, Inc. | 24,355 | $64.0 萬 | 0.01% | −15,994−39.6% | 減碼 |
| HighTower Advisors, LLC | 23,180 | $60.9 萬 | 0.00% | +1,888+8.9% | 加碼 |
| Inceptionr LLC | 22,953 | $60.3 萬 | 0.17% | +1,442+6.7% | 加碼 |
| Polymer Capital Management (US) LLC | 22,882 | $60.1 萬 | 0.08% | +22,882 | 新進 |
| Vinva Investment Management Ltd | 15,136 | $59.8 萬 | 0.01% | −15,864−51.2% | 減碼 |
| Louisiana State Employees Retirement System | 22,700 | $59.6 萬 | 0.01% | −700−3.0% | 減碼 |
| Groupama Asset Managment | 22,622 | $59.4 萬 | 0.01% | −2,346−9.4% | 減碼 |
| Wedmont Private Capital | 21,236 | $58.8 萬 | 0.02% | +456+2.2% | 加碼 |
| Tower Research Capital LLC (TRC) | 22,186 | $58.3 萬 | 0.01% | +6,179+38.6% | 加碼 |
| Fifth Third Bancorp | 22,004 | $57.8 萬 | 0.00% | −866−3.8% | 減碼 |
| Novare Capital Management LLC | 22,000 | $57.8 萬 | 0.04% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 21,757 | $57.2 萬 | 0.00% | +777+3.7% | 加碼 |
| Evergreen Capital Management LLC | 21,732 | $57.1 萬 | 0.01% | +21,732 | 新進 |
| Sterling Capital Management LLC | 21,576 | $56.7 萬 | 0.01% | −925−4.1% | 減碼 |
| Elo Mutual Pension Insurance Co | 21,530 | $56.6 萬 | 0.01% | −28,793−57.2% | 減碼 |
| Evolve Private Wealth, LLC | 21,460 | $56.4 萬 | 0.03% | +21,460 | 新進 |
| Apollon Wealth Management, LLC | 21,446 | $56.3 萬 | 0.01% | +2,886+15.5% | 加碼 |
| OpenArc Corporate Advisory, LLC | 21,404 | $56.2 萬 | 0.01% | +21,404 | 新進 |
| iA Global Asset Management Inc. | 21,010 | $55.2 萬 | 0.01% | +21,010 | 新進 |
| Allspring Global Investments Holdings, LLC | 20,371 | $54.9 萬 | 0.00% | −264−1.3% | 減碼 |
| Syon Capital LLC | 20,749 | $54.5 萬 | 0.03% | +1,884+10.0% | 加碼 |
| New Mexico Educational Retirement Board | 20,714 | $54.4 萬 | 0.02% | +500+2.5% | 加碼 |
| USA Financial Portformulas Corp | 20,665 | $54.3 萬 | 0.10% | +20,665 | 新進 |
| Arvest Investments, Inc. | 20,588 | $54.1 萬 | 0.08% | −1,385−6.3% | 減碼 |
| ING Groep NV | 20,544 | $54.0 萬 | 0.00% | −341−1.6% | 減碼 |
| Pavaki Capital Management LLC | 20,000 | $52.5 萬 | 0.37% | +20,000 | 新進 |
| Inscription Capital, LLC | 19,851 | $52.1 萬 | 0.05% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 19,628 | $51.6 萬 | 0.01% | 00.0% | 不變 |
| Wealth Management Associates, Inc. | 19,410 | $51.0 萬 | 0.18% | +19,410 | 新進 |
| Kendall Capital Management | 19,325 | $50.8 萬 | 0.11% | −250−1.3% | 減碼 |
| Utah Retirement Systems | 19,237 | $50.5 萬 | 0.00% | 00.0% | 不變 |
| Forum Financial Management, LP | 19,145 | $50.3 萬 | 0.01% | +60.0% | 加碼 |
| Sanctuary Advisors, LLC | 19,057 | $50.1 萬 | 0.00% | +1,467+8.3% | 加碼 |
| Hudson Bay Capital Management LP | 18,710 | $49.2 萬 | 0.00% | +18,710 | 新進 |
| M&T Bank Corp | 18,460 | $48.5 萬 | 0.00% | +8,491+85.2% | 加碼 |
| HB Wealth Management, LLC | 18,375 | $48.3 萬 | 0.00% | +3,181+20.9% | 加碼 |
| MUFG Securities EMEA plc | 18,303 | $48.1 萬 | 0.01% | +9,767+114.4% | 加碼 |
| Park Avenue Securities LLC | 17,949 | $47.2 萬 | 0.00% | −1,210−6.3% | 減碼 |
| Evoke Wealth, LLC | 17,660 | $46.4 萬 | 0.01% | +651+3.8% | 加碼 |
| Virginia Retirement Systems Et Al | 17,650 | $46.4 萬 | 0.00% | +4,350+32.7% | 加碼 |
| EP Wealth Advisors, LLC | 17,531 | $46.1 萬 | 0.00% | +17,531 | 新進 |
| Edmond de Rothschild Holding S.A. | 17,500 | $46.0 萬 | 0.01% | +17,500 | 新進 |
| Nomura Asset Management Co Ltd | 17,450 | $45.8 萬 | 0.00% | +1,658+10.5% | 加碼 |
| Keybank National Association | 17,164 | $45.1 萬 | 0.00% | +17,164 | 新進 |
| CX Institutional | 17,049 | $44.8 萬 | 0.01% | +497+3.0% | 加碼 |
| State of Wyoming | 16,875 | $44.3 萬 | 0.05% | −1,558−8.5% | 減碼 |
| Quarry LP | 16,837 | $44.2 萬 | 0.07% | +14,362+580.3% | 加碼 |
| Fieldview Capital Management, LLC | 16,820 | $44.2 萬 | 0.08% | +16,820 | 新進 |
| Warren Averett Asset Management, LLC | 16,701 | $43.9 萬 | 0.00% | +5,536+49.6% | 加碼 |
| Ibex Wealth Advisors | 16,638 | $43.7 萬 | 0.04% | +16,638 | 新進 |
| Farringdon Capital, Ltd. | 16,564 | $43.5 萬 | 0.11% | +16,564 | 新進 |
| Tennessee Valley Asset Management Partners | 16,521 | $43.4 萬 | 0.06% | −10,394−38.6% | 減碼 |
| Independent Advisor Alliance | 16,448 | $43.2 萬 | 0.01% | +65+0.4% | 加碼 |
| Natixis | 16,413 | $43.1 萬 | 0.00% | −243,525−93.7% | 減碼 |
| NBC Securities, Inc. | 16,267 | $42.7 萬 | 0.03% | 00.0% | 不變 |
| Beacon Investment Advisory Services, Inc. | 15,982 | $42.0 萬 | 0.02% | +859+5.7% | 加碼 |
| MAI Capital Management | 15,979 | $42.0 萬 | 0.00% | −2,006−11.2% | 減碼 |
| XTX Topco Ltd | 15,901 | $41.8 萬 | 0.01% | +15,901 | 新進 |
| Glenmede Trust Co NA | 15,807 | $41.5 萬 | 0.00% | +15,807 | 新進 |
| DGS Capital Management, LLC | 15,601 | $41.0 萬 | 0.07% | +191+1.2% | 加碼 |
| Sagewood Asset Management LP | 15,457 | $40.6 萬 | 0.14% | +15,457 | 新進 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 15,366 | $40.4 萬 | 0.00% | 00.0% | 不變 |
| Eagle Rock Investment Company, LLC | 15,175 | $39.9 萬 | 0.06% | 00.0% | 不變 |
| Chicago Partners Investment Group LLC | 13,924 | $39.5 萬 | 0.01% | +2,274+19.5% | 加碼 |
| Dynamic Technology Lab Private Ltd | 14,945 | $39.3 萬 | 0.09% | +14,945 | 新進 |
| Global Financial Private Client, LLC | 14,937 | $39.2 萬 | 0.14% | +14,937 | 新進 |
| Prospera Financial Services Inc | 14,911 | $39.2 萬 | 0.01% | −2,121−12.5% | 減碼 |
| Generali Asset Management SPA SGR | 14,609 | $38.4 萬 | 0.01% | +813+5.9% | 加碼 |
| Paragon Capital Management Ltd | 14,565 | $38.3 萬 | 0.08% | +123+0.9% | 加碼 |
| Transcend Wealth Collective, LLC | 14,442 | $37.9 萬 | 0.03% | +1,304+9.9% | 加碼 |
| EverSource Wealth Advisors, LLC | 14,389 | $37.8 萬 | 0.01% | +807+5.9% | 加碼 |
| Holcombe Financial, Inc. | 14,080 | $37.0 萬 | 0.23% | 00.0% | 不變 |
| Investors Research Corp | 13,600 | $35.7 萬 | 0.07% | −17,712−56.6% | 減碼 |
| Waddell & Associates, LLC | 13,600 | $35.7 萬 | 0.02% | +1,057+8.4% | 加碼 |
| Nomura Holdings Inc | 13,586 | $35.7 萬 | 0.00% | −572,121−97.7% | 減碼 |
| Brand Asset Management Group, Inc. | 13,487 | $35.4 萬 | 0.10% | +2,925+27.7% | 加碼 |
| Quadrant Capital Group LLC | 13,480 | $35.4 萬 | 0.01% | +1,502+12.5% | 加碼 |
| Everence Capital Management Inc | 13,310 | $35.0 萬 | 0.02% | 00.0% | 不變 |
| Caerus Investment Advisors, LLC | 13,305 | $35.0 萬 | 0.12% | +2,542+23.6% | 加碼 |
| Vise Technologies, Inc. | 13,182 | $34.6 萬 | 0.01% | +425+3.3% | 加碼 |
| Element Wealth, LLC | 13,048 | $34.3 萬 | 0.14% | +9+0.1% | 加碼 |
| Boothbay Fund Management, LLC | 12,957 | $34.0 萬 | 0.01% | +12,957 | 新進 |
| Jackson Thornton Asset Management, LLC | 11,964 | $33.8 萬 | 0.03% | +2,366+24.7% | 加碼 |
| Atomi Financial Group, Inc. | 12,838 | $33.7 萬 | 0.01% | +2,947+29.8% | 加碼 |
| Gotham Asset Management, LLC | 12,828 | $33.7 萬 | 0.00% | +61+0.5% | 加碼 |
| LGT Group Foundation | 12,725 | $33.7 萬 | 0.00% | −1,910−13.1% | 減碼 |
| US Bancorp | 12,798 | $33.6 萬 | 0.00% | −81−0.6% | 減碼 |
| Coldstream Capital Management Inc | 12,458 | $32.7 萬 | 0.00% | +573+4.8% | 加碼 |
| North Dakota State Investment Board | 12,405 | $32.6 萬 | 0.01% | +12,405 | 新進 |
| Greenleaf Trust | 12,373 | $32.5 萬 | 0.00% | −23−0.2% | 減碼 |
| RSM US Wealth Management LLC | 12,247 | $32.4 萬 | 0.00% | +12,247 | 新進 |
| Mather Group, LLC. | 12,309 | $32.3 萬 | 0.00% | +1,753+16.6% | 加碼 |
| Johnson Investment Counsel Inc | 12,144 | $31.9 萬 | 0.00% | +12,144 | 新進 |
| Securian Asset Management, Inc | 12,102 | $31.8 萬 | 0.01% | −9,435−43.8% | 減碼 |
| Bleakley Financial Group, LLC | 12,078 | $31.7 萬 | 0.01% | +12,078 | 新進 |
| RMB Capital Management, LLC | 12,041 | $31.6 萬 | 0.01% | +12,041 | 新進 |
| Ewa, LLC | 12,038 | $31.6 萬 | 0.08% | +12,038 | 新進 |