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 |
|---|---|---|---|---|---|
| Utah Retirement Systems | 19,237 | $46.7 萬 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 19,269 | $46.8 萬 | 0.01% | +4,880+33.9% | 加碼 |
| Sagewood Asset Management LP | 19,282 | $46.8 萬 | 0.15% | +3,825+24.7% | 加碼 |
| Park Avenue Securities LLC | 19,345 | $47.0 萬 | 0.00% | +1,396+7.8% | 加碼 |
| Maryland State Retirement & Pension System | 19,628 | $47.7 萬 | 0.01% | 00.0% | 不變 |
| Maltese Capital Management LLC | 20,000 | $48.6 萬 | 0.10% | −75,335−79.0% | 減碼 |
| Pavaki Capital Management LLC | 20,000 | $48.6 萬 | 0.34% | 00.0% | 不變 |
| Arvest Investments, Inc. | 20,075 | $48.8 萬 | 0.07% | −513−2.5% | 減碼 |
| ING Groep NV | 20,165 | $49.0 萬 | 0.00% | −379−1.8% | 減碼 |
| Inscription Capital, LLC | 20,175 | $49.0 萬 | 0.05% | +324+1.6% | 加碼 |
| Gladstone Institutional Advisory LLC | 20,353 | $49.4 萬 | 0.02% | +20,353 | 新進 |
| New Mexico Educational Retirement Board | 20,714 | $50.3 萬 | 0.02% | 00.0% | 不變 |
| OpenArc Corporate Advisory, LLC | 20,797 | $50.5 萬 | 0.01% | −607−2.8% | 減碼 |
| Apollon Wealth Management, LLC | 20,841 | $50.6 萬 | 0.01% | −605−2.8% | 減碼 |
| RMB Capital Management, LLC | 20,858 | $50.7 萬 | 0.01% | +8,817+73.2% | 加碼 |
| Fieldview Capital Management, LLC | 21,018 | $51.1 萬 | 0.15% | +4,198+25.0% | 加碼 |
| Keybank National Association | 21,037 | $51.1 萬 | 0.00% | +3,873+22.6% | 加碼 |
| Tower Research Capital LLC (TRC) | 21,091 | $51.2 萬 | 0.01% | −1,095−4.9% | 減碼 |
| Inceptionr LLC | 21,258 | $51.6 萬 | 0.12% | −1,695−7.4% | 減碼 |
| Waddell & Associates, LLC | 21,400 | $52.0 萬 | 0.03% | +7,800+57.4% | 加碼 |
| Allspring Global Investments Holdings, LLC | 21,459 | $52.2 萬 | 0.00% | +1,088+5.3% | 加碼 |
| Kestra Advisory Services, LLC | 21,501 | $52.2 萬 | 0.00% | −256−1.2% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 21,785 | $52.9 萬 | 0.01% | +10,404+91.4% | 加碼 |
| Dark Forest Capital Management LP | 21,982 | $53.4 萬 | 0.05% | −67,648−75.5% | 減碼 |
| Novare Capital Management LLC | 22,000 | $53.4 萬 | 0.04% | 00.0% | 不變 |
| Syon Capital LLC | 22,141 | $53.8 萬 | 0.03% | +1,392+6.7% | 加碼 |
| Pacer Advisors, Inc. | 22,193 | $53.9 萬 | 0.00% | −22,280−50.1% | 減碼 |
| MAI Capital Management | 22,254 | $54.1 萬 | 0.00% | +6,275+39.3% | 加碼 |
| Wedmont Private Capital | 22,610 | $54.7 萬 | 0.02% | +1,374+6.5% | 加碼 |
| Standard Life Aberdeen plc | 22,564 | $54.8 萬 | 0.00% | −42,419−65.3% | 減碼 |
| Louisiana State Employees Retirement System | 22,600 | $54.9 萬 | 0.01% | −100−0.4% | 減碼 |
| Farther Finance Advisors, LLC | 23,847 | $58.0 萬 | 0.01% | −1,959−7.6% | 減碼 |
| Kera Capital Partners, Inc. | 23,992 | $58.3 萬 | 0.07% | +484+2.1% | 加碼 |
| Evolve Private Wealth, LLC | 24,227 | $58.8 萬 | 0.03% | +2,767+12.9% | 加碼 |
| Venture Visionary Partners LLC | 24,412 | $59.3 萬 | 0.02% | −1,103−4.3% | 減碼 |
| Hartford Investment Management Co | 24,816 | $60.3 萬 | 0.02% | −604−2.4% | 減碼 |
| DRW Securities, LLC | 25,112 | $61.0 萬 | 0.03% | +14,357+133.5% | 加碼 |
| Three Seasons Wealth, LLC | 25,369 | $61.6 萬 | 0.24% | +25,369 | 新進 |
| Fifth Third Bancorp | 25,406 | $61.7 萬 | 0.00% | +3,402+15.5% | 加碼 |
| HB Wealth Management, LLC | 25,529 | $62.0 萬 | 0.00% | +7,154+38.9% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 25,826 | $62.7 萬 | 0.00% | −251−1.0% | 減碼 |
| Stock Yards Bank & Trust Co | 26,042 | $63.3 萬 | 0.02% | 00.0% | 不變 |
| Bull Harbor Capital LLC | 26,071 | $63.3 萬 | 0.17% | +26,071 | 新進 |
| Krilogy Financial LLC | 26,977 | $64.8 萬 | 0.02% | +716+2.7% | 加碼 |
| Mizuho Securities USA LLC | 26,842 | $65.2 萬 | 0.02% | −5,567−17.2% | 減碼 |
| Emerald Investment Advisers, LLC | 26,993 | $65.6 萬 | 0.06% | +26,993 | 新進 |
| Advisors Asset Management, Inc. | 27,206 | $66.1 萬 | 0.01% | −642−2.3% | 減碼 |
| Advisory Services Network, LLC | 27,474 | $66.7 萬 | 0.01% | +709+2.6% | 加碼 |
| Norinchukin Bank, The | 27,703 | $67.3 萬 | 0.01% | −32−0.1% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 27,897 | $67.8 萬 | 0.00% | −81,698−74.5% | 減碼 |
| Chicago Partners Investment Group LLC | 26,910 | $68.8 萬 | 0.02% | +12,986+93.3% | 加碼 |
| Crossmark Global Holdings, Inc. | 29,528 | $71.7 萬 | 0.01% | −330−1.1% | 減碼 |
| Arvest Bank Trust Division | 29,635 | $72.0 萬 | 0.04% | +943+3.3% | 加碼 |
| Evergreen Capital Management LLC | 29,667 | $72.1 萬 | 0.02% | +7,935+36.5% | 加碼 |
| CAPROCK Group, Inc. | 29,708 | $72.2 萬 | 0.02% | +5,353+22.0% | 加碼 |
| Public Employees Retirement Association of Colorado | 29,961 | $72.8 萬 | 0.00% | 00.0% | 不變 |
| Quilter Plc | 30,000 | $72.9 萬 | 0.01% | −2,245−7.0% | 減碼 |
| NorthCrest Asset Manangement, LLC | 30,587 | $73.8 萬 | 0.02% | −7,783−20.3% | 減碼 |
| BTG Pactual Asset Management US LLC | 30,481 | $74.0 萬 | 0.07% | +30,481 | 新進 |
| Ensign Peak Advisors, Inc | 30,675 | $74.5 萬 | 0.00% | −14,680−32.4% | 減碼 |
| F/M Investments LLC | 31,528 | $76.6 萬 | 0.05% | −29,123−48.0% | 減碼 |
| Campbell & CO Investment Adviser LLC | 31,676 | $76.9 萬 | 0.04% | +31,676 | 新進 |
| Toroso Investments, LLC | 32,018 | $77.8 萬 | 0.00% | +23,493+275.6% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 33,060 | $80.3 萬 | 0.00% | −469,728−93.4% | 減碼 |
| Sanctuary Advisors, LLC | 33,374 | $81.1 萬 | 0.00% | +14,317+75.1% | 加碼 |
| Polymer Capital Management (US) LLC | 35,234 | $85.6 萬 | 0.13% | +12,352+54.0% | 加碼 |
| Private Advisor Group, LLC | 35,701 | $86.7 萬 | 0.00% | +1,451+4.2% | 加碼 |
| Retirement Planning Co of New England, Inc. | 35,901 | $87.2 萬 | 0.35% | −542−1.5% | 減碼 |
| Twin Capital Management Inc | 35,988 | $87.4 萬 | 0.11% | −891−2.4% | 減碼 |
| Daiwa Securities Group Inc. | 36,190 | $87.9 萬 | 0.00% | +1,980+5.8% | 加碼 |
| Guinness Asset Management LTD | 37,033 | $90.0 萬 | 0.02% | −400−1.1% | 減碼 |
| Ethic Inc. | 37,251 | $90.5 萬 | 0.01% | −8,835−19.2% | 減碼 |
| Wealthcare Advisory Partners LLC | 37,540 | $91.2 萬 | 0.02% | −3,548−8.6% | 減碼 |
| GAMMA Investing LLC | 37,857 | $92.0 萬 | 0.04% | +2,406+6.8% | 加碼 |
| Neo Ivy Capital Management | 39,135 | $95.1 萬 | 0.25% | −1,813−4.4% | 減碼 |
| Federation des caisses Desjardins du Quebec | 39,330 | $95.5 萬 | 0.00% | +8,427+27.3% | 加碼 |
| Pallas Capital Advisors LLC | 40,102 | $97.4 萬 | 0.04% | −865−2.1% | 減碼 |
| Integrated Wealth Concepts LLC | 40,331 | $98.0 萬 | 0.01% | +15,782+64.3% | 加碼 |
| Sequoia Financial Advisors, LLC | 40,341 | $98.0 萬 | 0.01% | −8,003−16.6% | 減碼 |
| KBC Group NV | 41,600 | $101.0 萬 | 0.00% | +30,186+264.5% | 加碼 |
| Advisor Group Holdings, Inc. | 41,826 | $101.6 萬 | 0.00% | −34,469−45.2% | 減碼 |
| HighTower Advisors, LLC | 41,904 | $101.8 萬 | 0.00% | +18,724+80.8% | 加碼 |
| Trexquant Investment LP | 42,586 | $103.4 萬 | 0.01% | −641,560−93.8% | 減碼 |
| Magnetar Financial LLC | 43,216 | $105.0 萬 | 0.01% | +43,216 | 新進 |
| Xponance, Inc. | 43,269 | $105.1 萬 | 0.01% | +9,001+26.3% | 加碼 |
| Equitable Holdings, Inc. | 41,467 | $106.5 萬 | 0.01% | +11,817+39.9% | 加碼 |
| Kestra Private Wealth Services, LLC | 43,892 | $106.6 萬 | 0.01% | −190−0.4% | 減碼 |
| State of Alaska, Department of Revenue | 44,234 | $107.4 萬 | 0.01% | 00.0% | 不變 |
| Friedenthal Financial | 44,687 | $108.5 萬 | 0.55% | +44,687 | 新進 |
| American Financial Group Inc | 45,000 | $109.3 萬 | 0.41% | −50,000−52.6% | 減碼 |
| Wealthstar Advisors, LLC | 45,240 | $109.9 萬 | 0.65% | +45,240 | 新進 |
| Essential Partners LLC | 46,322 | $112.5 萬 | 0.38% | −760−1.6% | 減碼 |
| Aviance Capital Partners, LLC | 46,805 | $113.7 萬 | 0.13% | +51+0.1% | 加碼 |
| Prana Capital Management, LP | 47,227 | $114.7 萬 | 0.04% | −358,258−88.4% | 減碼 |
| Mutual of America Capital Management LLC | 47,228 | $114.7 萬 | 0.01% | −568−1.2% | 減碼 |
| Jackson Creek Investment Advisors LLC | 48,272 | $117.3 萬 | 0.35% | +224+0.5% | 加碼 |
| American Century Companies Inc | 48,398 | $117.6 萬 | 0.00% | −91,492−65.4% | 減碼 |
| Savant Capital, LLC | 48,711 | $118.3 萬 | 0.01% | +14,451+42.2% | 加碼 |
| Contravisory Investment Management, Inc. | 48,970 | $118.9 萬 | 0.24% | −172−0.4% | 減碼 |
| Merit Financial Group, LLC | 49,381 | $119.9 萬 | 0.01% | +9,030+22.4% | 加碼 |