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 |
|---|---|---|---|---|---|
| Arrowstreet Capital, Limited Partnership | 1,287,348 | $3,127 萬 | 0.02% | −159,346−11.0% | 減碼 |
| JPMorgan Chase & Co | 1,479,666 | $3,446 萬 | 0.00% | +355,836+31.7% | 加碼 |
| Fisher Asset Management, LLC | 1,461,487 | $3,550 萬 | 0.01% | −4,047,257−73.5% | 減碼 |
| SEI Investments Co | 1,396,191 | $3,568 萬 | 0.03% | +231,926+19.9% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 1,515,077 | $3,584 萬 | 0.08% | −406,081−21.1% | 減碼 |
| Quantinno Capital Management LP | 1,574,728 | $3,825 萬 | 0.06% | +306,213+24.1% | 加碼 |
| Point72 Asset Management, L.P. | 1,603,062 | $3,894 萬 | 0.07% | −260,502−14.0% | 減碼 |
| Citigroup Inc | 1,699,438 | $4,128 萬 | 0.03% | +336,462+24.7% | 加碼 |
| Ameriprise Financial Inc | 1,797,384 | $4,366 萬 | 0.01% | −223,438−11.1% | 減碼 |
| First Trust Advisors LP | 1,824,137 | $4,431 萬 | 0.03% | −154,580−7.8% | 減碼 |
| Nuveen, LLC | 1,950,118 | $4,737 萬 | 0.01% | −9,696−0.5% | 減碼 |
| Deutsche Bank AG | 1,987,429 | $4,827 萬 | 0.02% | −647,437−24.6% | 減碼 |
| Los Angeles Capital Management LLC | 2,095,572 | $5,090 萬 | 0.20% | +2,093,686+111,012.0% | 加碼 |
| Barclays PLC | 2,396,056 | $5,820 萬 | 0.02% | +1,189,253+98.5% | 加碼 |
| Vanguard Fiduciary Trust Co | 2,468,123 | $5,995 萬 | 0.02% | +2,468,123 | 新進 |
| Qube Research & Technologies Ltd | 2,585,048 | $6,279 萬 | 0.09% | +1,120,221+76.5% | 加碼 |
| Bank of America Corp | 2,654,290 | $6,447 萬 | 0.00% | +595,797+28.9% | 加碼 |
| UBS Group AG | 2,880,261 | $6,996 萬 | 0.01% | +38,431+1.4% | 加碼 |
| D. E. Shaw & Co., Inc. | 2,970,869 | $7,216 萬 | 0.06% | +1,952,472+191.7% | 加碼 |
| Trian Fund Management, L.P.大師Trian 基金管理 | 2,970,944 | $7,216 萬 | 1.87% | 00.0% | 不變 |
| Macquarie Group Ltd | 3,335,304 | $8,101 萬 | 0.48% | +356,046+12.0% | 加碼 |
| Bank of New York Mellon Corp | 3,431,694 | $8,336 萬 | 0.02% | +182,060+5.6% | 加碼 |
| Nomura Asset Management International Inc. | 3,523,492 | $8,559 萬 | 0.15% | +372,534+11.8% | 加碼 |
| Charles Schwab Investment Management Inc | 4,446,841 | $1.08 億 | 0.02% | +70,242+1.6% | 加碼 |
| Alliancebernstein L.P. | 4,815,122 | $1.26 億 | 0.04% | +7,029+0.1% | 加碼 |
| Northern Trust Corp | 6,006,801 | $1.46 億 | 0.02% | −1,0320.0% | 減碼 |
| Morgan Stanley | 7,969,702 | $1.94 億 | 0.01% | +630,926+8.6% | 加碼 |
| Goldman Sachs Group Inc | 10,543,893 | $2.56 億 | 0.03% | +4,118,924+64.1% | 加碼 |
| Invesco Ltd. | 10,558,025 | $2.56 億 | 0.03% | +1,787,904+20.4% | 加碼 |
| Price T Rowe Associates Inc | 12,117,718 | $2.94 億 | 0.03% | +5,388,325+80.1% | 加碼 |
| AQR Capital Management LLC | 12,524,431 | $3.00 億 | 0.14% | +3,641,568+41.0% | 加碼 |
| Geode Capital Management, LLC | 12,841,194 | $3.11 億 | 0.02% | +1,916,054+17.5% | 加碼 |
| State Street Corp | 16,705,078 | $4.06 億 | 0.01% | −4,836,304−22.5% | 減碼 |
| Vanguard Portfolio Management LLC | 19,262,823 | $4.68 億 | 0.02% | +19,262,823 | 新進 |
| Dimensional Fund Advisors LP | 21,361,119 | $5.19 億 | 0.11% | +596,434+2.9% | 加碼 |
| Millennium Management LLC | 21,648,675 | $5.26 億 | 0.39% | +7,765,889+55.9% | 加碼 |
| Vanguard Capital Management LLC | 27,965,063 | $6.79 億 | 0.02% | +27,965,063 | 新進 |
| BlackRock, Inc. | 38,747,821 | $9.41 億 | 0.02% | −208,807−0.5% | 減碼 |
| Massachusetts Mutual Life Insurance Co | 81,332,319 | $19.8 億 | 91.14% | 00.0% | 不變 |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −4,211,041−100.0% | 清倉 |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −670,080−100.0% | 清倉 |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −584,622−100.0% | 清倉 |
| Hotchkis & Wiley Capital Management LLC | 0 | $0 | 0.00% | −312,980−100.0% | 清倉 |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −269,472−100.0% | 清倉 |
| EAM Investors, LLC | 0 | $0 | 0.00% | −200,876−100.0% | 清倉 |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −168,274−100.0% | 清倉 |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −167,823−100.0% | 清倉 |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −147,946−100.0% | 清倉 |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −114,000−100.0% | 清倉 |
| Fedenia Advisers LLC | 0 | $0 | 0.00% | −97,690−100.0% | 清倉 |
| Valueworks LLC | 0 | $0 | 0.00% | −90,614−100.0% | 清倉 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −75,200−100.0% | 清倉 |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −74,243−100.0% | 清倉 |
| Woodline Partners LP | 0 | $0 | 0.00% | −67,739−100.0% | 清倉 |
| Norris Financial Group, LLC | 0 | $0 | 0.00% | −66,849−100.0% | 清倉 |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −57,621−100.0% | 清倉 |
| Oak Thistle LLC | 0 | $0 | 0.00% | −54,851−100.0% | 清倉 |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −49,928−100.0% | 清倉 |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −46,272−100.0% | 清倉 |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −45,984−100.0% | 清倉 |
| Park Capital Management, LLC | 0 | $0 | 0.00% | −45,824−100.0% | 清倉 |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −41,834−100.0% | 清倉 |
| Invst, LLC | 0 | $0 | 0.00% | −41,556−100.0% | 清倉 |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −36,711−100.0% | 清倉 |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −28,015−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −25,242−100.0% | 清倉 |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −15,136−100.0% | 清倉 |
| Groupama Asset Managment | 0 | $0 | 0.00% | −22,622−100.0% | 清倉 |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −21,010−100.0% | 清倉 |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −20,665−100.0% | 清倉 |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −19,145−100.0% | 清倉 |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −18,710−100.0% | 清倉 |
| State of Wyoming | 0 | $0 | 0.00% | −16,875−100.0% | 清倉 |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −16,564−100.0% | 清倉 |
| Tennessee Valley Asset Management Partners | 0 | $0 | 0.00% | −16,521−100.0% | 清倉 |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −16,267−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −15,901−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −14,945−100.0% | 清倉 |
| Investors Research Corp | 0 | $0 | 0.00% | −13,600−100.0% | 清倉 |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −12,957−100.0% | 清倉 |
| R Squared Ltd | 0 | $0 | 0.00% | −11,300−100.0% | 清倉 |
| Sivia Capital Partners, LLC | 0 | $0 | 0.00% | −11,073−100.0% | 清倉 |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −10,831−100.0% | 清倉 |
| GTS Securities LLC | 0 | $0 | 0.00% | −9,598−100.0% | 清倉 |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −9,228−100.0% | 清倉 |
| AlphaStar Capital Management, LLC | 0 | $0 | 0.00% | −8,918−100.0% | 清倉 |
| Manske Wealth Management | 0 | $0 | 0.00% | −8,716−100.0% | 清倉 |
| Laird Norton Trust Company, LLC | 0 | $0 | 0.00% | −8,463−100.0% | 清倉 |
| Keel Point, LLC | 0 | $0 | 0.00% | −8,300−100.0% | 清倉 |
| Avantax Planning Partners, Inc. | 0 | $0 | 0.00% | −8,187−100.0% | 清倉 |
| AlphaCore Capital LLC | 0 | $0 | 0.00% | −8,041−100.0% | 清倉 |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −7,714−100.0% | 清倉 |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −3,554−100.0% | 清倉 |
| Strategic Investment Solutions, Inc. | 0 | $0 | 0.00% | −3,005−100.0% | 清倉 |
| Intact Investment Management Inc. | 0 | $0 | 0.00% | −3,000−100.0% | 清倉 |
| CFG Wealth Management Services, Inc. | 0 | $0 | 0.00% | −3,000−100.0% | 清倉 |
| Garton & Associates Financial Advisors LLC | 0 | $0 | 0.00% | −1,332−100.0% | 清倉 |
| Sentry Investment Management LLC | 0 | $0 | 0.00% | −1,236−100.0% | 清倉 |
| Independence Bank of Kentucky | 0 | $0 | 0.00% | −1,210−100.0% | 清倉 |
| DV Trading LLC | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |