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 |
|---|---|---|---|---|---|
| MUFG Securities Americas Inc. | 11,991 | $31.5 萬 | 0.02% | −35−0.3% | 減碼 |
| Anb Bank | 11,949 | $31.4 萬 | 0.12% | −214−1.8% | 減碼 |
| Independent Financial Group, LLC | 11,852 | $31.1 萬 | 0.01% | −3,757−24.1% | 減碼 |
| Keynote Financial Services LLC | 11,744 | $30.9 萬 | 0.17% | 00.0% | 不變 |
| United Community Bank | 11,703 | $30.7 萬 | 0.12% | +50.0% | 加碼 |
| Carrera Capital Advisors | 11,467 | $30.1 萬 | 0.05% | +408+3.7% | 加碼 |
| KBC Group NV | 11,414 | $30.0 萬 | 0.00% | 00.0% | 不變 |
| U.S. Capital Wealth Advisors, LLC | 11,381 | $29.9 萬 | 0.01% | +11,381 | 新進 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,361 | $29.8 萬 | 0.00% | 00.0% | 不變 |
| R Squared Ltd | 11,300 | $29.7 萬 | 0.14% | +1,982+21.3% | 加碼 |
| United Capital Financial Advisers, LLC | 11,275 | $29.6 萬 | 0.00% | +2,145+23.5% | 加碼 |
| Adams Wealth Management | 11,243 | $29.5 萬 | 0.06% | −1,558−12.2% | 減碼 |
| CacheTech Inc. | 11,243 | $29.5 萬 | 0.05% | −1,558−12.2% | 減碼 |
| Cornerstone Wealth Management, LLC | 11,200 | $29.4 萬 | 0.02% | +500+4.7% | 加碼 |
| Stonebridge Capital Advisors LLC | 11,125 | $29.2 萬 | 0.02% | −700−5.9% | 減碼 |
| Sivia Capital Partners, LLC | 11,073 | $29.1 萬 | 0.06% | +136+1.2% | 加碼 |
| Acadian Asset Management LLC | 10,831 | $28.4 萬 | 0.00% | +10,831 | 新進 |
| Stratos Wealth Partners, LTD. | 10,795 | $28.4 萬 | 0.00% | −836−7.2% | 減碼 |
| DRW Securities, LLC | 10,755 | $28.3 萬 | 0.02% | −12,901−54.5% | 減碼 |
| MinichMacGregor Wealth Management, LLC | 10,659 | $28.0 萬 | 0.05% | −2,382−18.3% | 減碼 |
| V-Square Quantitative Management LLC | 10,561 | $27.7 萬 | 0.03% | −6,573−38.4% | 減碼 |
| Panagora Asset Management Inc | 10,322 | $27.1 萬 | 0.00% | −36−0.3% | 減碼 |
| Signaturefd, LLC | 10,318 | $27.1 萬 | 0.00% | −939−8.3% | 減碼 |
| Brinker Capital Investments, LLC | 10,129 | $26.6 萬 | 0.00% | +10,129 | 新進 |
| Versant Capital Management, Inc | 9,973 | $26.2 萬 | 0.03% | +624+6.7% | 加碼 |
| Baker Avenue Asset Management, LP | 9,615 | $25.3 萬 | 0.01% | −67−0.7% | 減碼 |
| Commerce Bank | 9,606 | $25.2 萬 | 0.00% | 00.0% | 不變 |
| Ironwood Investment Counsel, LLC | 9,601 | $25.2 萬 | 0.04% | +9,601 | 新進 |
| GTS Securities LLC | 9,598 | $25.2 萬 | 0.01% | +9,598 | 新進 |
| Metis Global Partners, LLC | 9,578 | $25.2 萬 | 0.01% | −883−8.4% | 減碼 |
| Skopos Labs, Inc. | 9,365 | $25.1 萬 | 0.01% | +9,365 | 新進 |
| Envestnet Portfolio Solutions, Inc. | 9,491 | $24.9 萬 | 0.00% | −8,256−46.5% | 減碼 |
| waypoint wealth counsel | 9,484 | $24.9 萬 | 0.09% | +616+6.9% | 加碼 |
| Ritholtz Wealth Management | 9,419 | $24.7 萬 | 0.00% | +644+7.3% | 加碼 |
| Parallax Volatility Advisers, L.P. | 9,342 | $24.5 萬 | 0.01% | +355+4.0% | 加碼 |
| AlphaGrep UK Ltd | 9,234 | $24.3 萬 | 0.08% | +9,234 | 新進 |
| Perigon Wealth Management, LLC | 9,228 | $24.2 萬 | 0.00% | +297+3.3% | 加碼 |
| Norden Group LLC | 9,209 | $24.2 萬 | 0.02% | +9,209 | 新進 |
| Patton Fund Management, Inc. | 9,047 | $23.8 萬 | 0.03% | −6,068−40.1% | 減碼 |
| Aaron Wealth Advisors | 9,032 | $23.7 萬 | 0.01% | −5,163−36.4% | 減碼 |
| SRS Capital Advisors, Inc. | 8,958 | $23.6 萬 | 0.01% | −254,946−96.6% | 減碼 |
| AlphaStar Capital Management, LLC | 8,918 | $23.4 萬 | 0.02% | +8,918 | 新進 |
| STRS Ohio | 8,717 | $22.9 萬 | 0.00% | +15+0.2% | 加碼 |
| Manske Wealth Management | 8,716 | $22.9 萬 | 0.07% | +8,716 | 新進 |
| Symmetry Partners, LLC | 8,713 | $22.9 萬 | 0.01% | −202−2.3% | 減碼 |
| Altar Rock LLC | 8,679 | $22.8 萬 | 0.27% | +8,679 | 新進 |
| Dorsey & Whitney Trust CO LLC | 8,603 | $22.6 萬 | 0.01% | +8,603 | 新進 |
| Camden Capital, LLC | 8,583 | $22.5 萬 | 0.01% | +8,583 | 新進 |
| Toroso Investments, LLC | 8,525 | $22.4 萬 | 0.00% | +8,525 | 新進 |
| Laird Norton Trust Company, LLC | 8,463 | $22.2 萬 | 0.00% | +8,463 | 新進 |
| Unique Wealth Strategies, LLC | 8,335 | $21.9 萬 | 0.09% | +8,335 | 新進 |
| Keel Point, LLC | 8,300 | $21.8 萬 | 0.01% | +8,300 | 新進 |
| Savvy Advisors, Inc. | 8,278 | $21.7 萬 | 0.01% | +8,278 | 新進 |
| Cornerstone Select Advisors, LLC | 8,246 | $21.7 萬 | 0.15% | +8,246 | 新進 |
| Journey Strategic Wealth LLC | 8,201 | $21.5 萬 | 0.01% | +8,201 | 新進 |
| Avantax Planning Partners, Inc. | 8,187 | $21.5 萬 | 0.01% | +8,187 | 新進 |
| AlphaCore Capital LLC | 8,041 | $21.1 萬 | 0.00% | +8,041 | 新進 |
| Parcion Private Wealth LLC | 7,884 | $20.7 萬 | 0.01% | +7,884 | 新進 |
| GWM Advisors LLC | 7,852 | $20.6 萬 | 0.00% | +7,744+7,170.4% | 加碼 |
| SBI Securities Co., Ltd. | 7,746 | $20.3 萬 | 0.01% | −359−4.4% | 減碼 |
| Aster Capital Management (DIFC) Ltd | 7,714 | $20.3 萬 | 0.09% | +2,223+40.5% | 加碼 |
| Louisbourg Investments Inc. | 7,475 | $19.6 萬 | 0.04% | +7,475 | 新進 |
| Harbour Investments, Inc. | 7,241 | $19.0 萬 | 0.00% | −260−3.5% | 減碼 |
| AlphaCentric Advisors LLC | 6,966 | $18.3 萬 | 0.18% | +6,966 | 新進 |
| Global Retirement Partners, LLC | 6,225 | $16.4 萬 | 0.00% | +6,064+3,766.5% | 加碼 |
| Resona Asset Management Co.,Ltd. | 5,683 | $15.3 萬 | 0.00% | +829+17.1% | 加碼 |
| DekaBank Deutsche Girozentrale | 9,528 | $15.1 萬 | 0.00% | 00.0% | 不變 |
| Danske Bank A/S | 5,400 | $14.2 萬 | 0.00% | +2,400+80.0% | 加碼 |
| MCF Advisors LLC | 4,808 | $12.6 萬 | 0.01% | −1,281−21.0% | 減碼 |
| Zions Bancorporation, National Association | 4,636 | $12.2 萬 | 0.01% | +560+13.7% | 加碼 |
| Parallel Advisors, LLC | 4,389 | $11.5 萬 | 0.00% | +1,358+44.8% | 加碼 |
| Rockefeller Capital Management L.P. | 4,361 | $11.5 萬 | 0.00% | +992+29.4% | 加碼 |
| Bessemer Group Inc | 4,267 | $11.2 萬 | 0.00% | −3,703−46.5% | 減碼 |
| Ameritas Investment Partners, Inc. | 4,224 | $11.1 萬 | 0.00% | 00.0% | 不變 |
| EFG International AG | 4,066 | $10.7 萬 | 0.00% | +4,066 | 新進 |
| Wealth Enhancement Trust Services, Inc. | 4,029 | $10.6 萬 | 0.01% | +4,029 | 新進 |
| Proffitt & Goodson Inc | 3,666 | $9.63 萬 | 0.01% | −500−12.0% | 減碼 |
| Caitong International Asset Management Co., Ltd | 3,630 | $9.54 萬 | 0.02% | +3,630 | 新進 |
| SageView Advisory Group, LLC | 3,554 | $9.34 萬 | 0.00% | +3,554 | 新進 |
| Evelyn Partners Investment Management LLP | 3,470 | $9.12 萬 | 0.00% | 00.0% | 不變 |
| Caldwell Trust Co | 3,470 | $9.12 萬 | 0.01% | 00.0% | 不變 |
| IFP Advisors, Inc | 3,272 | $8.60 萬 | 0.00% | +1,262+62.8% | 加碼 |
| Brown Brothers Harriman & Co | 3,186 | $8.37 萬 | 0.00% | +1,140+55.7% | 加碼 |
| TD Private Client Wealth LLC | 3,170 | $8.33 萬 | 0.00% | −998−23.9% | 減碼 |
| Strategic Investment Solutions, Inc. | 3,005 | $7.89 萬 | 0.02% | +3,005 | 新進 |
| Intact Investment Management Inc. | 3,000 | $7.88 萬 | 0.00% | +3,000 | 新進 |
| CFG Wealth Management Services, Inc. | 3,000 | $7.88 萬 | 0.07% | +3,000 | 新進 |
| Van Eck Associates Corp | 2,774 | $7.30 萬 | 0.00% | −524−15.9% | 減碼 |
| Umb Bank N A | 2,737 | $7.19 萬 | 0.00% | +114+4.3% | 加碼 |
| Silvant Capital Management LLC | 2,649 | $6.96 萬 | 0.00% | 00.0% | 不變 |
| True Wealth Design, LLC | 2,280 | $5.99 萬 | 0.02% | +210+10.1% | 加碼 |
| Huntington National Bank | 2,208 | $5.80 萬 | 0.00% | −35−1.6% | 減碼 |
| Truvestments Capital LLC | 2,105 | $5.53 萬 | 0.01% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 2,038 | $5.35 萬 | 0.01% | +2,038 | 新進 |
| Capital Analysts, LLC | 2,034 | $5.30 萬 | 0.00% | −311−13.3% | 減碼 |
| Federated Hermes, Inc. | 1,899 | $4.99 萬 | 0.00% | −7−0.4% | 減碼 |
| Manchester Capital Management LLC | 1,868 | $4.91 萬 | 0.01% | −12−0.6% | 減碼 |
| Clearstead Advisors, LLC | 1,855 | $4.87 萬 | 0.00% | −533−22.3% | 減碼 |
| University of Texas/Texas Am Investment Managment Co | 1,787 | $4.69 萬 | 0.01% | 00.0% | 不變 |
| Atlas Capital Advisors LLC | 1,755 | $4.61 萬 | 0.01% | +1,755 | 新進 |