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 |
|---|---|---|---|---|---|
| Buckingham Strategic Partners | 50,053 | $121.6 萬 | 0.01% | +4,519+9.9% | 加碼 |
| Advisory Research Inc | 50,281 | $122.1 萬 | 0.15% | +6,420+14.6% | 加碼 |
| ARGA Investment Management, LP | 50,321 | $122.2 萬 | 0.04% | −14,471−22.3% | 減碼 |
| Guggenheim Capital LLC | 50,700 | $123.2 萬 | 0.01% | +1,111+2.2% | 加碼 |
| Oregon Public Employees Retirement Fund | 50,835 | $123.5 萬 | 0.02% | −100−0.2% | 減碼 |
| Yousif Capital Management, LLC | 51,406 | $124.9 萬 | 0.01% | −1,525−2.9% | 減碼 |
| Illinois Municipal Retirement Fund | 51,617 | $125.4 萬 | 0.02% | +51,617 | 新進 |
| Quantbot Technologies LP | 52,177 | $126.7 萬 | 0.05% | +52,177 | 新進 |
| MML Investors Services, LLC | 53,459 | $129.9 萬 | 0.00% | −8,001−13.0% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 54,172 | $131.6 萬 | 0.00% | +16,027+42.0% | 加碼 |
| Commonwealth Equity Services, LLC | 54,762 | $133.0 萬 | 0.00% | −20,867−27.6% | 減碼 |
| Kentucky Retirement Systems | 36,598 | $133.2 萬 | 0.10% | +36,598 | 新進 |
| Foundations Investment Advisors, LLC | 55,590 | $135.0 萬 | 0.02% | +5,785+11.6% | 加碼 |
| CSS LLC | 55,933 | $135.9 萬 | 0.08% | −14,600−20.7% | 減碼 |
| AE Wealth Management LLC | 56,270 | $136.7 萬 | 0.01% | +10,278+22.3% | 加碼 |
| Nisa Investment Advisors, LLC | 56,823 | $138.0 萬 | 0.01% | +1,663+3.0% | 加碼 |
| Buckley Wealth Management, LLC | 56,960 | $138.4 萬 | 0.35% | −1,900−3.2% | 減碼 |
| Allstate Corp | 57,259 | $139.1 萬 | 0.01% | +57,259 | 新進 |
| Parrish Capital LLC | 58,426 | $141.9 萬 | 1.26% | −786−1.3% | 減碼 |
| Axq Capital, LP | 58,590 | $142.3 萬 | 0.18% | +58,590 | 新進 |
| Great Lakes Advisors, LLC | 58,614 | $142.4 萬 | 0.01% | +58,614 | 新進 |
| Brighton Jones LLC | 58,774 | $142.8 萬 | 0.03% | +58,774 | 新進 |
| South Dakota Investment Council | 58,879 | $143.0 萬 | 0.03% | −25,015−29.8% | 減碼 |
| Rothschild Investment LLC | 60,083 | $145.9 萬 | 0.08% | +9,014+17.7% | 加碼 |
| Summit Trail Advisors, LLC | 61,564 | $149.5 萬 | 0.02% | +1,664+2.8% | 加碼 |
| SG Americas Securities, LLC | 62,341 | $151.4 萬 | 0.00% | −233,011−78.9% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 63,030 | $153.1 萬 | 0.01% | +10,733+20.5% | 加碼 |
| Allworth Financial LP | 63,339 | $153.9 萬 | 0.01% | +2,551+4.2% | 加碼 |
| State of Wisconsin Investment Board | 65,865 | $160.0 萬 | 0.00% | +10,402+18.8% | 加碼 |
| Greenwood Capital Associates LLC | 66,152 | $160.7 萬 | 0.18% | −3,521−5.1% | 減碼 |
| FORA Capital, LLC | 66,449 | $161.4 萬 | 0.12% | +66,449 | 新進 |
| BNP Paribas | 66,573 | $161.5 萬 | 0.05% | +66,573 | 新進 |
| GWM Advisors LLC | 67,503 | $164.0 萬 | 0.01% | +59,651+759.7% | 加碼 |
| Teacher Retirement System of Texas | 67,668 | $164.4 萬 | 0.01% | −2,507−3.6% | 減碼 |
| UniSuper Management Pty Ltd | 67,714 | $164.5 萬 | 0.01% | +926+1.4% | 加碼 |
| Assetmark, Inc | 68,256 | $165.8 萬 | 0.00% | +15,352+29.0% | 加碼 |
| Gold Investment Management Ltd. | 69,017 | $167.6 萬 | 0.52% | +1,875+2.8% | 加碼 |
| NEOS Investment Management LLC | 69,674 | $169.2 萬 | 0.01% | −5,174−6.9% | 減碼 |
| JustInvest LLC | 71,862 | $174.6 萬 | 0.02% | −1,610−2.2% | 減碼 |
| Northstar Advisory Group, LLC | 71,978 | $174.8 萬 | 0.67% | +71,978 | 新進 |
| Highland Capital Management, LLC | 73,395 | $178.3 萬 | 0.09% | −250−0.3% | 減碼 |
| Mork Capital Management, LLC | 73,400 | $178.3 萬 | 1.27% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 74,019 | $179.8 萬 | 0.00% | +17,380+30.7% | 加碼 |
| TD Asset Management Inc | 77,554 | $188.4 萬 | 0.00% | +450+0.6% | 加碼 |
| Pictet Asset Management Holding SA | 77,832 | $189.1 萬 | 0.00% | +7,366+10.5% | 加碼 |
| Cozad Asset Management Inc | 78,699 | $191.2 萬 | 0.15% | −3,339−4.1% | 減碼 |
| VARCOV Co. | 79,037 | $192.0 萬 | 0.72% | +79,037 | 新進 |
| Mount Lucas Management LP | 79,693 | $193.6 萬 | 0.71% | +32,133+67.6% | 加碼 |
| Asset Management One Co.,Ltd. | 80,287 | $195.0 萬 | 0.01% | −377−0.5% | 減碼 |
| Tudor Investment Corp Et Al | 80,800 | $196.3 萬 | 0.01% | −331,893−80.4% | 減碼 |
| Janney Montgomery Scott LLC | 82,708 | $200.9 萬 | 0.00% | +49,319+147.7% | 加碼 |
| Picton Mahoney Asset Management | 85,847 | $208.5 萬 | 0.02% | −7,998−8.5% | 減碼 |
| Neuberger Berman Group LLC | 86,584 | $210.3 萬 | 0.00% | +4,944+6.1% | 加碼 |
| Amalgamated Bank | 87,292 | $212.0 萬 | 0.02% | +2,024+2.4% | 加碼 |
| Wealthfront Advisers LLC | 87,376 | $212.2 萬 | 0.00% | +1,152+1.3% | 加碼 |
| Northwestern Mutual Wealth Management Co | 87,634 | $212.9 萬 | 0.00% | −10,409−10.6% | 減碼 |
| Voya Investment Management LLC | 88,054 | $213.9 萬 | 0.00% | −474−0.5% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 88,269 | $214.4 萬 | 0.01% | +14,825+20.2% | 加碼 |
| Vanguard Investments Australia, Ltd. | 90,129 | $218.9 萬 | 0.01% | +90,129 | 新進 |
| Handelsbanken Fonder AB | 91,700 | $222.7 萬 | 0.01% | 00.0% | 不變 |
| Retirement Systems of Alabama | 94,286 | $229.0 萬 | 0.01% | −403−0.4% | 減碼 |
| Sterling Capital Management LLC | 95,093 | $231.0 萬 | 0.04% | +73,517+340.7% | 加碼 |
| Natixis Advisors, L.P. | 96,065 | $233.3 萬 | 0.00% | +35,722+59.2% | 加碼 |
| Captrust Financial Advisors | 96,541 | $234.5 萬 | 0.00% | +12,838+15.3% | 加碼 |
| Continental Advisors LLC | 97,690 | $237.3 萬 | 1.47% | 00.0% | 不變 |
| Arizona State Retirement System | 97,841 | $237.7 萬 | 0.01% | −1,013−1.0% | 減碼 |
| Colony Group, LLC | 98,052 | $238.2 萬 | 0.00% | +14,442+17.3% | 加碼 |
| Harmony Asset Management LLC | 98,144 | $238.4 萬 | 0.73% | +3,607+3.8% | 加碼 |
| CIBC Asset Management Inc | 99,453 | $241.6 萬 | 0.01% | +381+0.4% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 100,594 | $244.3 萬 | 0.01% | −169,111−62.7% | 減碼 |
| KLP Kapitalforvaltning AS | 100,700 | $244.6 萬 | 0.01% | +2,100+2.1% | 加碼 |
| Truist Financial Corp | 101,143 | $245.7 萬 | 0.00% | +377+0.4% | 加碼 |
| Baird Financial Group, Inc. | 101,291 | $246.0 萬 | 0.00% | −3,313−3.2% | 減碼 |
| MetLife Investment Management | 102,430 | $248.8 萬 | 0.01% | −2,938−2.8% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 103,427 | $251.2 萬 | 0.01% | −104−0.1% | 減碼 |
| Pathstone Holdings, LLC | 110,532 | $268.5 萬 | 0.01% | −6,936−5.9% | 減碼 |
| Zacks Investment Management | 112,318 | $272.8 萬 | 0.02% | +7,145+6.8% | 加碼 |
| Ruffer LLP | 112,202 | $273.3 萬 | 0.11% | +112,202 | 新進 |
| State of New Jersey Common Pension Fund D | 113,659 | $276.1 萬 | 0.01% | 00.0% | 不變 |
| Public Employees Retirement System of Ohio | 114,522 | $278.2 萬 | 0.01% | −3,289−2.8% | 減碼 |
| State of Michigan Retirement System | 115,998 | $281.8 萬 | 0.01% | −500−0.4% | 減碼 |
| Lazard Asset Management LLC | 116,515 | $283.0 萬 | 0.00% | +37,066+46.7% | 加碼 |
| Vista Investment Partners II, LLC | 118,799 | $288.6 萬 | 1.30% | +118,799 | 新進 |
| Rafferty Asset Management, LLC | 119,997 | $291.5 萬 | 0.01% | −32,769−21.5% | 減碼 |
| Czech National Bank | 120,921 | $293.7 萬 | 0.02% | +3,556+3.0% | 加碼 |
| Systematic Alpha Investments, LLC | 126,193 | $306.5 萬 | 0.11% | 00.0% | 不變 |
| Public Sector Pension Investment Board | 126,724 | $307.8 萬 | 0.01% | +13,402+11.8% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 127,189 | $308.9 萬 | 0.02% | −1,959−1.5% | 減碼 |
| Great West Life Assurance Co | 129,463 | $315.2 萬 | 0.01% | +7,544+6.2% | 加碼 |
| Caption Management, LLC | 130,000 | $315.8 萬 | 0.15% | −269,800−67.5% | 減碼 |
| Havemeyer Place LP | 130,219 | $316.3 萬 | 0.36% | +93,499+254.6% | 加碼 |
| QRG Capital Management, Inc. | 134,628 | $327.0 萬 | 0.03% | +4,148+3.2% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 135,048 | $328.0 萬 | 0.01% | +26,127+24.0% | 加碼 |
| Mackenzie Financial Corp | 135,594 | $329.4 萬 | 0.00% | −19,999−12.9% | 減碼 |
| Man Group plc | 136,864 | $332.4 萬 | 0.01% | +65,182+90.9% | 加碼 |
| ProShare Advisors LLC | 142,989 | $347.3 萬 | 0.01% | −4,664−3.2% | 減碼 |
| Cetera Investment Advisers | 145,255 | $352.8 萬 | 0.00% | +13,137+9.9% | 加碼 |
| Del-Sette Capital Management, LLC | 146,655 | $356.2 萬 | 2.13% | +10,335+7.6% | 加碼 |
| Hancock Whitney Corp | 139,630 | $365.1 萬 | 0.06% | +5,502+4.1% | 加碼 |
| Treasurer of the State of North Carolina | 155,799 | $378.4 萬 | 0.01% | +3,322+2.2% | 加碼 |