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 |
|---|---|---|---|---|---|
| National Bank of Canada | 256,181 | $622.3 萬 | 0.01% | +6,899+2.8% | 加碼 |
| Prudential Financial Inc | 255,260 | $620.0 萬 | 0.01% | −454,162−64.0% | 減碼 |
| Poehling Capital Management, LLC | 252,999 | $614.5 萬 | 1.29% | −382−0.2% | 減碼 |
| Wellington Management Group LLP | 252,149 | $612.5 萬 | 0.00% | +36,171+16.7% | 加碼 |
| Victory Capital Management Inc | 248,464 | $603.5 萬 | 0.00% | +22,606+10.0% | 加碼 |
| New York State Common Retirement Fund | 242,590 | $589.3 萬 | 0.01% | −8,000−3.2% | 減碼 |
| Stifel Financial Corp | 241,540 | $586.7 萬 | 0.01% | +34,549+16.7% | 加碼 |
| Creative Planning | 241,364 | $586.3 萬 | 0.00% | +57,957+31.6% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 233,614 | $567.4 萬 | 0.01% | +54,321+30.3% | 加碼 |
| Erste Asset Management GmbH | 243,163 | $566.3 萬 | 0.05% | +31,550+14.9% | 加碼 |
| CI Private Wealth, LLC | 227,011 | $546.6 萬 | 0.01% | +139,370+159.0% | 加碼 |
| Winton Group Ltd | 222,960 | $541.6 萬 | 0.19% | +194,960+696.3% | 加碼 |
| Susquehanna International Group, LLP | 221,343 | $537.6 萬 | 0.01% | −124,418−36.0% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 218,734 | $531.3 萬 | 0.02% | −6,973−3.1% | 減碼 |
| Olstein Capital Management, L.P. | 217,000 | $527.1 萬 | 1.15% | −16,000−6.9% | 減碼 |
| Gabelli Funds LLC | 215,000 | $522.2 萬 | 0.04% | 00.0% | 不變 |
| Mitsubishi UFJ Trust & Banking Corp | 211,743 | $514.3 萬 | 0.01% | −65,553−23.6% | 減碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 207,800 | $504.7 萬 | 0.30% | +207,800 | 新進 |
| Toronto Dominion Bank | 205,439 | $499.0 萬 | 0.01% | −54,953−21.1% | 減碼 |
| D.A. Davidson & Co. | 204,797 | $497.5 萬 | 0.03% | +8,124+4.1% | 加碼 |
| State of Tennessee, Treasury Department | 200,170 | $486.2 萬 | 0.02% | −247,164−55.3% | 減碼 |
| LPL Financial LLC | 198,184 | $481.4 萬 | 0.00% | −106,048−34.9% | 減碼 |
| Jump Financial, LLC | 197,601 | $480.0 萬 | 0.07% | +197,601 | 新進 |
| Mercer Global Advisors Inc | 194,929 | $473.5 萬 | 0.01% | +27,910+16.7% | 加碼 |
| Vista Investment Partners LLC | 186,645 | $453.4 萬 | 1.20% | +186,645 | 新進 |
| Mirae Asset Global ETFs Holdings Ltd. | 180,167 | $437.6 萬 | 0.01% | −21,889−10.8% | 減碼 |
| Convergence Investment Partners, LLC | 178,323 | $433.1 萬 | 0.71% | +41,858+30.7% | 加碼 |
| Cinctive Capital Management LP | 177,881 | $432.1 萬 | 0.28% | +177,881 | 新進 |
| Cacti Asset Management LLC | 175,180 | $425.5 萬 | 0.26% | −3,000−1.7% | 減碼 |
| Jones Financial Companies LLLP | 181,084 | $420.1 萬 | 0.00% | +20,445+12.7% | 加碼 |
| Rathbone Brothers plc | 172,380 | $418.7 萬 | 0.02% | +1,900+1.1% | 加碼 |
| Landscape Capital Management, L.L.C. | 172,064 | $417.9 萬 | 0.27% | +54,632+46.5% | 加碼 |
| Storebrand Asset Management AS | 166,983 | $405.6 萬 | 0.01% | +982+0.6% | 加碼 |
| Janus Henderson Group PLC | 165,886 | $403.0 萬 | 0.00% | +8,396+5.3% | 加碼 |
| The PNC Financial Services Group, Inc. | 165,696 | $402.5 萬 | 0.00% | −39,919−19.4% | 減碼 |
| CIBC Bancorp USA Inc. | 161,779 | $393.0 萬 | 0.01% | +161,779 | 新進 |
| Police & Firemen's Retirement System of New Jersey | 158,674 | $385.4 萬 | 0.03% | +6,197+4.1% | 加碼 |
| Financial Sense Advisors, Inc. | 158,255 | $384.4 萬 | 0.78% | +118+0.1% | 加碼 |
| Mubadala Investment Co PJSC | 156,035 | $379.0 萬 | 0.02% | −16,433−9.5% | 減碼 |
| Treasurer of the State of North Carolina | 155,799 | $378.4 萬 | 0.01% | +3,322+2.2% | 加碼 |
| Hancock Whitney Corp | 139,630 | $365.1 萬 | 0.06% | +5,502+4.1% | 加碼 |
| Del-Sette Capital Management, LLC | 146,655 | $356.2 萬 | 2.13% | +10,335+7.6% | 加碼 |
| Cetera Investment Advisers | 145,255 | $352.8 萬 | 0.00% | +13,137+9.9% | 加碼 |
| ProShare Advisors LLC | 142,989 | $347.3 萬 | 0.01% | −4,664−3.2% | 減碼 |
| Man Group plc | 136,864 | $332.4 萬 | 0.01% | +65,182+90.9% | 加碼 |
| Mackenzie Financial Corp | 135,594 | $329.4 萬 | 0.00% | −19,999−12.9% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 135,048 | $328.0 萬 | 0.01% | +26,127+24.0% | 加碼 |
| QRG Capital Management, Inc. | 134,628 | $327.0 萬 | 0.03% | +4,148+3.2% | 加碼 |
| Havemeyer Place LP | 130,219 | $316.3 萬 | 0.36% | +93,499+254.6% | 加碼 |
| Caption Management, LLC | 130,000 | $315.8 萬 | 0.15% | −269,800−67.5% | 減碼 |
| Great West Life Assurance Co | 129,463 | $315.2 萬 | 0.01% | +7,544+6.2% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 127,189 | $308.9 萬 | 0.02% | −1,959−1.5% | 減碼 |
| Public Sector Pension Investment Board | 126,724 | $307.8 萬 | 0.01% | +13,402+11.8% | 加碼 |
| Systematic Alpha Investments, LLC | 126,193 | $306.5 萬 | 0.11% | 00.0% | 不變 |
| Czech National Bank | 120,921 | $293.7 萬 | 0.02% | +3,556+3.0% | 加碼 |
| Rafferty Asset Management, LLC | 119,997 | $291.5 萬 | 0.01% | −32,769−21.5% | 減碼 |
| Vista Investment Partners II, LLC | 118,799 | $288.6 萬 | 1.30% | +118,799 | 新進 |
| Lazard Asset Management LLC | 116,515 | $283.0 萬 | 0.00% | +37,066+46.7% | 加碼 |
| State of Michigan Retirement System | 115,998 | $281.8 萬 | 0.01% | −500−0.4% | 減碼 |
| Public Employees Retirement System of Ohio | 114,522 | $278.2 萬 | 0.01% | −3,289−2.8% | 減碼 |
| State of New Jersey Common Pension Fund D | 113,659 | $276.1 萬 | 0.01% | 00.0% | 不變 |
| Ruffer LLP | 112,202 | $273.3 萬 | 0.11% | +112,202 | 新進 |
| Zacks Investment Management | 112,318 | $272.8 萬 | 0.02% | +7,145+6.8% | 加碼 |
| Pathstone Holdings, LLC | 110,532 | $268.5 萬 | 0.01% | −6,936−5.9% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 103,427 | $251.2 萬 | 0.01% | −104−0.1% | 減碼 |
| MetLife Investment Management | 102,430 | $248.8 萬 | 0.01% | −2,938−2.8% | 減碼 |
| Baird Financial Group, Inc. | 101,291 | $246.0 萬 | 0.00% | −3,313−3.2% | 減碼 |
| Truist Financial Corp | 101,143 | $245.7 萬 | 0.00% | +377+0.4% | 加碼 |
| KLP Kapitalforvaltning AS | 100,700 | $244.6 萬 | 0.01% | +2,100+2.1% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 100,594 | $244.3 萬 | 0.01% | −169,111−62.7% | 減碼 |
| CIBC Asset Management Inc | 99,453 | $241.6 萬 | 0.01% | +381+0.4% | 加碼 |
| Harmony Asset Management LLC | 98,144 | $238.4 萬 | 0.73% | +3,607+3.8% | 加碼 |
| Colony Group, LLC | 98,052 | $238.2 萬 | 0.00% | +14,442+17.3% | 加碼 |
| Arizona State Retirement System | 97,841 | $237.7 萬 | 0.01% | −1,013−1.0% | 減碼 |
| Continental Advisors LLC | 97,690 | $237.3 萬 | 1.47% | 00.0% | 不變 |
| Captrust Financial Advisors | 96,541 | $234.5 萬 | 0.00% | +12,838+15.3% | 加碼 |
| Natixis Advisors, L.P. | 96,065 | $233.3 萬 | 0.00% | +35,722+59.2% | 加碼 |
| Sterling Capital Management LLC | 95,093 | $231.0 萬 | 0.04% | +73,517+340.7% | 加碼 |
| Retirement Systems of Alabama | 94,286 | $229.0 萬 | 0.01% | −403−0.4% | 減碼 |
| Handelsbanken Fonder AB | 91,700 | $222.7 萬 | 0.01% | 00.0% | 不變 |
| Vanguard Investments Australia, Ltd. | 90,129 | $218.9 萬 | 0.01% | +90,129 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 88,269 | $214.4 萬 | 0.01% | +14,825+20.2% | 加碼 |
| Voya Investment Management LLC | 88,054 | $213.9 萬 | 0.00% | −474−0.5% | 減碼 |
| Northwestern Mutual Wealth Management Co | 87,634 | $212.9 萬 | 0.00% | −10,409−10.6% | 減碼 |
| Wealthfront Advisers LLC | 87,376 | $212.2 萬 | 0.00% | +1,152+1.3% | 加碼 |
| Amalgamated Bank | 87,292 | $212.0 萬 | 0.02% | +2,024+2.4% | 加碼 |
| Neuberger Berman Group LLC | 86,584 | $210.3 萬 | 0.00% | +4,944+6.1% | 加碼 |
| Picton Mahoney Asset Management | 85,847 | $208.5 萬 | 0.02% | −7,998−8.5% | 減碼 |
| Janney Montgomery Scott LLC | 82,708 | $200.9 萬 | 0.00% | +49,319+147.7% | 加碼 |
| Tudor Investment Corp Et Al | 80,800 | $196.3 萬 | 0.01% | −331,893−80.4% | 減碼 |
| Asset Management One Co.,Ltd. | 80,287 | $195.0 萬 | 0.01% | −377−0.5% | 減碼 |
| Mount Lucas Management LP | 79,693 | $193.6 萬 | 0.71% | +32,133+67.6% | 加碼 |
| VARCOV Co. | 79,037 | $192.0 萬 | 0.72% | +79,037 | 新進 |
| Cozad Asset Management Inc | 78,699 | $191.2 萬 | 0.15% | −3,339−4.1% | 減碼 |
| Pictet Asset Management Holding SA | 77,832 | $189.1 萬 | 0.00% | +7,366+10.5% | 加碼 |
| TD Asset Management Inc | 77,554 | $188.4 萬 | 0.00% | +450+0.6% | 加碼 |
| Envestnet Asset Management Inc | 74,019 | $179.8 萬 | 0.00% | +17,380+30.7% | 加碼 |
| Mork Capital Management, LLC | 73,400 | $178.3 萬 | 1.27% | 00.0% | 不變 |
| Highland Capital Management, LLC | 73,395 | $178.3 萬 | 0.09% | −250−0.3% | 減碼 |
| Northstar Advisory Group, LLC | 71,978 | $174.8 萬 | 0.67% | +71,978 | 新進 |