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。
2026 年第 1 季 13F 持有人
Invesco Ltd. 在 2026/3/31 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
- 639
- 較 2025 年第 4 季 +18 家
- 持有股數
- 4.19 億
- 較 2025 年第 4 季 +6,481 萬 (+18.3%)
- 總市值
- $101.8 億
- 較 2025 年第 4 季 +$8.72 億 (+9.4%)
- 新進機構
- 92
- 另有 270 家加碼
- 清倉機構
- 74
- 另有 194 家減碼
另有 10 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Journey Strategic Wealth LLC | 9,938 | $24.1 萬 | 0.01% | +1,737+21.2% | 加碼 |
| Walleye Trading LLC | 10,002 | $24.3 萬 | 0.01% | −1,061,747−99.1% | 減碼 |
| Fox Run Management, L.L.C. | 10,437 | $24.3 萬 | 0.04% | +10,437 | 新進 |
| Quarry LP | 10,023 | $24.3 萬 | 0.05% | −6,814−40.5% | 減碼 |
| Panagora Asset Management Inc | 10,174 | $24.7 萬 | 0.00% | −148−1.4% | 減碼 |
| Norden Group LLC | 10,176 | $24.7 萬 | 0.02% | +967+10.5% | 加碼 |
| Stratos Wealth Partners, LTD. | 10,190 | $24.8 萬 | 0.00% | −605−5.6% | 減碼 |
| Ironwood Investment Counsel, LLC | 10,238 | $24.9 萬 | 0.04% | +637+6.6% | 加碼 |
| Camden Capital, LLC | 10,249 | $24.9 萬 | 0.02% | +1,666+19.4% | 加碼 |
| Simplex Trading, LLC | 10,300 | $25.0 萬 | 0.01% | −44,704−81.3% | 減碼 |
| Stonebridge Capital Advisors LLC | 10,300 | $25.0 萬 | 0.02% | −825−7.4% | 減碼 |
| Odyssean, LLC | 10,391 | $25.2 萬 | 0.09% | +10,391 | 新進 |
| North Dakota State Investment Board | 10,639 | $25.8 萬 | 0.01% | −1,766−14.2% | 減碼 |
| Carrera Capital Advisors | 10,650 | $25.9 萬 | 0.04% | −817−7.1% | 減碼 |
| V-Square Quantitative Management LLC | 10,656 | $25.9 萬 | 0.03% | +95+0.9% | 加碼 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 26,860 | $26.4 萬 | 0.11% | +26,860 | 新進 |
| Optas, LLC | 10,876 | $26.4 萬 | 0.04% | +10,876 | 新進 |
| LGT Group Foundation | 11,065 | $26.9 萬 | 0.00% | −1,660−13.0% | 減碼 |
| Mirabella Financial Services LLP | 11,131 | $27.0 萬 | 0.03% | −13,482−54.8% | 減碼 |
| Keynote Financial Services LLC | 11,244 | $27.3 萬 | 0.15% | −500−4.3% | 減碼 |
| QTR Family Wealth, LLC | 11,126 | $27.5 萬 | 0.11% | +11,126 | 新進 |
| Ritholtz Wealth Management | 11,355 | $27.6 萬 | 0.00% | +1,936+20.6% | 加碼 |
| VestGen Advisors, LLC | 9,973 | $28.3 萬 | 0.01% | +9,973 | 新進 |
| Brinker Capital Investments, LLC | 11,724 | $28.5 萬 | 0.00% | +1,595+15.7% | 加碼 |
| Lido Advisors, LLC | 11,742 | $28.5 萬 | 0.00% | +11,742 | 新進 |
| Independent Financial Group, LLC | 11,852 | $28.8 萬 | 0.01% | 00.0% | 不變 |
| Signaturefd, LLC | 11,859 | $28.8 萬 | 0.00% | +1,541+14.9% | 加碼 |
| AlphaCentric Advisors LLC | 11,919 | $29.0 萬 | 0.29% | +4,953+71.1% | 加碼 |
| Securian Asset Management, Inc | 12,002 | $29.2 萬 | 0.01% | −100−0.8% | 減碼 |
| Caerus Investment Advisors, LLC | 12,047 | $29.3 萬 | 0.12% | −1,258−9.5% | 減碼 |
| United Community Bank | 12,147 | $29.5 萬 | 0.10% | +444+3.8% | 加碼 |
| MUFG Securities Americas Inc. | 12,286 | $29.8 萬 | 0.02% | +295+2.5% | 加碼 |
| Jackson Thornton Asset Management, LLC | 12,661 | $29.9 萬 | 0.03% | +697+5.8% | 加碼 |
| Anb Bank | 12,324 | $29.9 萬 | 0.12% | +375+3.1% | 加碼 |
| Aaron Wealth Advisors | 12,404 | $30.1 萬 | 0.02% | +3,372+37.3% | 加碼 |
| Coldstream Capital Management Inc | 12,447 | $30.2 萬 | 0.00% | −11−0.1% | 減碼 |
| Ewa, LLC | 12,490 | $30.3 萬 | 0.07% | +452+3.8% | 加碼 |
| Frec Markets, Inc. | 12,507 | $30.4 萬 | 0.05% | +12,507 | 新進 |
| Brown Brothers Harriman & Co | 12,687 | $30.8 萬 | 0.00% | +9,501+298.2% | 加碼 |
| RSM US Wealth Management LLC | 12,755 | $31.0 萬 | 0.00% | +508+4.1% | 加碼 |
| Edgestream Partners, L.P. | 12,844 | $31.2 萬 | 0.01% | +12,844 | 新進 |
| Gotham Asset Management, LLC | 12,850 | $31.2 萬 | 0.00% | +22+0.2% | 加碼 |
| Element Wealth, LLC | 13,043 | $31.7 萬 | 0.13% | −50.0% | 減碼 |
| Verition Fund Management LLC | 13,084 | $31.8 萬 | 0.00% | −250,368−95.0% | 減碼 |
| Greenleaf Trust | 13,142 | $31.9 萬 | 0.00% | +769+6.2% | 加碼 |
| SRS Capital Advisors, Inc. | 12,626 | $32.0 萬 | 0.01% | +3,668+40.9% | 加碼 |
| Adams Wealth Management | 13,272 | $32.2 萬 | 0.07% | +2,029+18.0% | 加碼 |
| CacheTech Inc. | 13,272 | $32.2 萬 | 0.06% | +2,029+18.0% | 加碼 |
| US Bancorp | 13,301 | $32.3 萬 | 0.00% | +503+3.9% | 加碼 |
| Versant Capital Management, Inc | 13,315 | $32.3 萬 | 0.03% | +3,342+33.5% | 加碼 |
| Brand Asset Management Group, Inc. | 13,415 | $32.6 萬 | 0.08% | −72−0.5% | 減碼 |
| Pensionmark Financial Group, LLC | 13,566 | $33.0 萬 | 0.01% | +13,566 | 新進 |
| Jane Street Group, LLC | 13,911 | $33.8 萬 | 0.00% | −2,300,446−99.4% | 減碼 |
| Paragon Capital Management Ltd | 13,938 | $33.9 萬 | 0.07% | −627−4.3% | 減碼 |
| Holcombe Financial, Inc. | 14,080 | $34.2 萬 | 0.20% | 00.0% | 不變 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 14,135 | $34.3 萬 | 0.00% | +2,774+24.4% | 加碼 |
| Prospera Financial Services Inc | 14,165 | $34.4 萬 | 0.01% | −746−5.0% | 減碼 |
| Vise Technologies, Inc. | 13,182 | $34.6 萬 | 0.01% | 00.0% | 不變 |
| Mather Group, LLC. | 14,492 | $35.2 萬 | 0.00% | +2,183+17.7% | 加碼 |
| Quantitative Investment Management, LLC | 14,539 | $35.3 萬 | 0.04% | +14,539 | 新進 |
| Horizon Investments, LLC | 14,770 | $35.9 萬 | 0.00% | −66,584−81.8% | 減碼 |
| Atria Investments LLC | 14,785 | $35.9 萬 | 0.00% | +14,785 | 新進 |
| nVerses Capital, LLC | 15,009 | $36.5 萬 | 0.33% | +15,009 | 新進 |
| Baker Avenue Asset Management, LP | 15,042 | $36.5 萬 | 0.01% | +5,427+56.4% | 加碼 |
| Eagle Rock Investment Company, LLC | 15,175 | $36.9 萬 | 0.05% | 00.0% | 不變 |
| Everence Capital Management Inc | 15,213 | $37.0 萬 | 0.02% | +1,903+14.3% | 加碼 |
| Atomi Financial Group, Inc. | 15,313 | $37.2 萬 | 0.01% | +2,475+19.3% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 15,366 | $37.3 萬 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 15,379 | $37.4 萬 | 0.01% | +1,899+14.1% | 加碼 |
| Nomura Asset Management Co Ltd | 15,650 | $38.0 萬 | 0.00% | −1,800−10.3% | 減碼 |
| Vestcor Inc | 15,673 | $38.1 萬 | 0.01% | +15,673 | 新進 |
| CX Institutional | 16,133 | $39.2 萬 | 0.01% | −916−5.4% | 減碼 |
| EP Wealth Advisors, LLC | 16,255 | $39.5 萬 | 0.00% | −1,276−7.3% | 減碼 |
| WealthBridge Capital Management, LLC | 16,301 | $39.6 萬 | 0.09% | +16,301 | 新進 |
| Elo Mutual Pension Insurance Co | 16,463 | $40.0 萬 | 0.01% | −5,067−23.5% | 減碼 |
| United Capital Financial Advisers, LLC | 16,477 | $40.0 萬 | 0.00% | +5,202+46.1% | 加碼 |
| Transcend Wealth Collective, LLC | 16,535 | $40.2 萬 | 0.03% | +2,093+14.5% | 加碼 |
| Global Financial Private Client, LLC | 16,735 | $40.6 萬 | 0.13% | +1,798+12.0% | 加碼 |
| Glenmede Trust Co NA | 16,747 | $40.7 萬 | 0.00% | +940+5.9% | 加碼 |
| Independent Advisor Alliance | 16,978 | $41.2 萬 | 0.00% | +530+3.2% | 加碼 |
| Generali Asset Management SPA SGR | 17,071 | $41.5 萬 | 0.01% | +2,462+16.9% | 加碼 |
| Commerce Bank | 17,133 | $41.6 萬 | 0.00% | +7,527+78.4% | 加碼 |
| DGS Capital Management, LLC | 17,220 | $41.8 萬 | 0.07% | +1,619+10.4% | 加碼 |
| Warren Averett Asset Management, LLC | 17,335 | $42.1 萬 | 0.00% | +634+3.8% | 加碼 |
| Group One Trading, L.P. | 17,355 | $42.2 萬 | 0.01% | −206,837−92.3% | 減碼 |
| Evoke Wealth, LLC | 17,377 | $42.2 萬 | 0.01% | −283−1.6% | 減碼 |
| Edmond de Rothschild Holding S.A. | 17,500 | $42.5 萬 | 0.01% | 00.0% | 不變 |
| AlphaGrep UK Ltd | 17,536 | $42.6 萬 | 0.13% | +8,302+89.9% | 加碼 |
| Virginia Retirement Systems Et Al | 17,650 | $42.9 萬 | 0.00% | 00.0% | 不變 |
| Natixis | 17,840 | $43.3 萬 | 0.00% | +1,427+8.7% | 加碼 |
| Bleakley Financial Group, LLC | 18,154 | $44.1 萬 | 0.01% | +6,076+50.3% | 加碼 |
| Skopos Labs, Inc. | 18,234 | $44.3 萬 | 0.01% | +8,869+94.7% | 加碼 |
| MUFG Securities EMEA plc | 18,303 | $44.5 萬 | 0.01% | 00.0% | 不變 |
| Johnson Investment Counsel Inc | 18,444 | $44.8 萬 | 0.00% | +6,300+51.9% | 加碼 |
| DnB Asset Management AS | 18,645 | $45.3 萬 | 0.00% | +18,645 | 新進 |
| Nomura Holdings Inc | 18,751 | $45.5 萬 | 0.00% | +5,165+38.0% | 加碼 |
| Kendall Capital Management | 18,925 | $46.0 萬 | 0.09% | −400−2.1% | 減碼 |
| Wealth Management Associates, Inc. | 18,960 | $46.1 萬 | 0.16% | −450−2.3% | 減碼 |
| M&T Bank Corp | 19,007 | $46.2 萬 | 0.00% | +547+3.0% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 19,150 | $46.5 萬 | 0.02% | +3,168+19.8% | 加碼 |