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 |
|---|---|---|---|---|---|
| JustInvest LLC | 71,862 | $174.6 萬 | 0.02% | −1,610−2.2% | 減碼 |
| NEOS Investment Management LLC | 69,674 | $169.2 萬 | 0.01% | −5,174−6.9% | 減碼 |
| Gold Investment Management Ltd. | 69,017 | $167.6 萬 | 0.52% | +1,875+2.8% | 加碼 |
| Assetmark, Inc | 68,256 | $165.8 萬 | 0.00% | +15,352+29.0% | 加碼 |
| UniSuper Management Pty Ltd | 67,714 | $164.5 萬 | 0.01% | +926+1.4% | 加碼 |
| Teacher Retirement System of Texas | 67,668 | $164.4 萬 | 0.01% | −2,507−3.6% | 減碼 |
| GWM Advisors LLC | 67,503 | $164.0 萬 | 0.01% | +59,651+759.7% | 加碼 |
| BNP Paribas | 66,573 | $161.5 萬 | 0.05% | +66,573 | 新進 |
| FORA Capital, LLC | 66,449 | $161.4 萬 | 0.12% | +66,449 | 新進 |
| Greenwood Capital Associates LLC | 66,152 | $160.7 萬 | 0.18% | −3,521−5.1% | 減碼 |
| State of Wisconsin Investment Board | 65,865 | $160.0 萬 | 0.00% | +10,402+18.8% | 加碼 |
| Allworth Financial LP | 63,339 | $153.9 萬 | 0.01% | +2,551+4.2% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 63,030 | $153.1 萬 | 0.01% | +10,733+20.5% | 加碼 |
| SG Americas Securities, LLC | 62,341 | $151.4 萬 | 0.00% | −233,011−78.9% | 減碼 |
| Summit Trail Advisors, LLC | 61,564 | $149.5 萬 | 0.02% | +1,664+2.8% | 加碼 |
| Rothschild Investment LLC | 60,083 | $145.9 萬 | 0.08% | +9,014+17.7% | 加碼 |
| South Dakota Investment Council | 58,879 | $143.0 萬 | 0.03% | −25,015−29.8% | 減碼 |
| Brighton Jones LLC | 58,774 | $142.8 萬 | 0.03% | +58,774 | 新進 |
| Great Lakes Advisors, LLC | 58,614 | $142.4 萬 | 0.01% | +58,614 | 新進 |
| Axq Capital, LP | 58,590 | $142.3 萬 | 0.18% | +58,590 | 新進 |
| Parrish Capital LLC | 58,426 | $141.9 萬 | 1.26% | −786−1.3% | 減碼 |
| Allstate Corp | 57,259 | $139.1 萬 | 0.01% | +57,259 | 新進 |
| Buckley Wealth Management, LLC | 56,960 | $138.4 萬 | 0.35% | −1,900−3.2% | 減碼 |
| Nisa Investment Advisors, LLC | 56,823 | $138.0 萬 | 0.01% | +1,663+3.0% | 加碼 |
| AE Wealth Management LLC | 56,270 | $136.7 萬 | 0.01% | +10,278+22.3% | 加碼 |
| CSS LLC | 55,933 | $135.9 萬 | 0.08% | −14,600−20.7% | 減碼 |
| Foundations Investment Advisors, LLC | 55,590 | $135.0 萬 | 0.02% | +5,785+11.6% | 加碼 |
| Kentucky Retirement Systems | 36,598 | $133.2 萬 | 0.10% | +36,598 | 新進 |
| Commonwealth Equity Services, LLC | 54,762 | $133.0 萬 | 0.00% | −20,867−27.6% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 54,172 | $131.6 萬 | 0.00% | +16,027+42.0% | 加碼 |
| MML Investors Services, LLC | 53,459 | $129.9 萬 | 0.00% | −8,001−13.0% | 減碼 |
| Quantbot Technologies LP | 52,177 | $126.7 萬 | 0.05% | +52,177 | 新進 |
| Illinois Municipal Retirement Fund | 51,617 | $125.4 萬 | 0.02% | +51,617 | 新進 |
| Yousif Capital Management, LLC | 51,406 | $124.9 萬 | 0.01% | −1,525−2.9% | 減碼 |
| Oregon Public Employees Retirement Fund | 50,835 | $123.5 萬 | 0.02% | −100−0.2% | 減碼 |
| Guggenheim Capital LLC | 50,700 | $123.2 萬 | 0.01% | +1,111+2.2% | 加碼 |
| ARGA Investment Management, LP | 50,321 | $122.2 萬 | 0.04% | −14,471−22.3% | 減碼 |
| Advisory Research Inc | 50,281 | $122.1 萬 | 0.15% | +6,420+14.6% | 加碼 |
| Buckingham Strategic Partners | 50,053 | $121.6 萬 | 0.01% | +4,519+9.9% | 加碼 |
| Merit Financial Group, LLC | 49,381 | $119.9 萬 | 0.01% | +9,030+22.4% | 加碼 |
| Contravisory Investment Management, Inc. | 48,970 | $118.9 萬 | 0.24% | −172−0.4% | 減碼 |
| Savant Capital, LLC | 48,711 | $118.3 萬 | 0.01% | +14,451+42.2% | 加碼 |
| American Century Companies Inc | 48,398 | $117.6 萬 | 0.00% | −91,492−65.4% | 減碼 |
| Jackson Creek Investment Advisors LLC | 48,272 | $117.3 萬 | 0.35% | +224+0.5% | 加碼 |
| Mutual of America Capital Management LLC | 47,228 | $114.7 萬 | 0.01% | −568−1.2% | 減碼 |
| Prana Capital Management, LP | 47,227 | $114.7 萬 | 0.04% | −358,258−88.4% | 減碼 |
| Aviance Capital Partners, LLC | 46,805 | $113.7 萬 | 0.13% | +51+0.1% | 加碼 |
| Essential Partners LLC | 46,322 | $112.5 萬 | 0.38% | −760−1.6% | 減碼 |
| Wealthstar Advisors, LLC | 45,240 | $109.9 萬 | 0.65% | +45,240 | 新進 |
| American Financial Group Inc | 45,000 | $109.3 萬 | 0.41% | −50,000−52.6% | 減碼 |
| Friedenthal Financial | 44,687 | $108.5 萬 | 0.55% | +44,687 | 新進 |
| State of Alaska, Department of Revenue | 44,234 | $107.4 萬 | 0.01% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 43,892 | $106.6 萬 | 0.01% | −190−0.4% | 減碼 |
| Equitable Holdings, Inc. | 41,467 | $106.5 萬 | 0.01% | +11,817+39.9% | 加碼 |
| Xponance, Inc. | 43,269 | $105.1 萬 | 0.01% | +9,001+26.3% | 加碼 |
| Magnetar Financial LLC | 43,216 | $105.0 萬 | 0.01% | +43,216 | 新進 |
| Trexquant Investment LP | 42,586 | $103.4 萬 | 0.01% | −641,560−93.8% | 減碼 |
| HighTower Advisors, LLC | 41,904 | $101.8 萬 | 0.00% | +18,724+80.8% | 加碼 |
| Advisor Group Holdings, Inc. | 41,826 | $101.6 萬 | 0.00% | −34,469−45.2% | 減碼 |
| KBC Group NV | 41,600 | $101.0 萬 | 0.00% | +30,186+264.5% | 加碼 |
| Sequoia Financial Advisors, LLC | 40,341 | $98.0 萬 | 0.01% | −8,003−16.6% | 減碼 |
| Integrated Wealth Concepts LLC | 40,331 | $98.0 萬 | 0.01% | +15,782+64.3% | 加碼 |
| Pallas Capital Advisors LLC | 40,102 | $97.4 萬 | 0.04% | −865−2.1% | 減碼 |
| Federation des caisses Desjardins du Quebec | 39,330 | $95.5 萬 | 0.00% | +8,427+27.3% | 加碼 |
| Neo Ivy Capital Management | 39,135 | $95.1 萬 | 0.25% | −1,813−4.4% | 減碼 |
| GAMMA Investing LLC | 37,857 | $92.0 萬 | 0.04% | +2,406+6.8% | 加碼 |
| Wealthcare Advisory Partners LLC | 37,540 | $91.2 萬 | 0.02% | −3,548−8.6% | 減碼 |
| Ethic Inc. | 37,251 | $90.5 萬 | 0.01% | −8,835−19.2% | 減碼 |
| Guinness Asset Management LTD | 37,033 | $90.0 萬 | 0.02% | −400−1.1% | 減碼 |
| Daiwa Securities Group Inc. | 36,190 | $87.9 萬 | 0.00% | +1,980+5.8% | 加碼 |
| Twin Capital Management Inc | 35,988 | $87.4 萬 | 0.11% | −891−2.4% | 減碼 |
| Retirement Planning Co of New England, Inc. | 35,901 | $87.2 萬 | 0.35% | −542−1.5% | 減碼 |
| Private Advisor Group, LLC | 35,701 | $86.7 萬 | 0.00% | +1,451+4.2% | 加碼 |
| Polymer Capital Management (US) LLC | 35,234 | $85.6 萬 | 0.13% | +12,352+54.0% | 加碼 |
| Sanctuary Advisors, LLC | 33,374 | $81.1 萬 | 0.00% | +14,317+75.1% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 33,060 | $80.3 萬 | 0.00% | −469,728−93.4% | 減碼 |
| Toroso Investments, LLC | 32,018 | $77.8 萬 | 0.00% | +23,493+275.6% | 加碼 |
| Campbell & CO Investment Adviser LLC | 31,676 | $76.9 萬 | 0.04% | +31,676 | 新進 |
| F/M Investments LLC | 31,528 | $76.6 萬 | 0.05% | −29,123−48.0% | 減碼 |
| Ensign Peak Advisors, Inc | 30,675 | $74.5 萬 | 0.00% | −14,680−32.4% | 減碼 |
| BTG Pactual Asset Management US LLC | 30,481 | $74.0 萬 | 0.07% | +30,481 | 新進 |
| NorthCrest Asset Manangement, LLC | 30,587 | $73.8 萬 | 0.02% | −7,783−20.3% | 減碼 |
| Quilter Plc | 30,000 | $72.9 萬 | 0.01% | −2,245−7.0% | 減碼 |
| Public Employees Retirement Association of Colorado | 29,961 | $72.8 萬 | 0.00% | 00.0% | 不變 |
| CAPROCK Group, Inc. | 29,708 | $72.2 萬 | 0.02% | +5,353+22.0% | 加碼 |
| Evergreen Capital Management LLC | 29,667 | $72.1 萬 | 0.02% | +7,935+36.5% | 加碼 |
| Arvest Bank Trust Division | 29,635 | $72.0 萬 | 0.04% | +943+3.3% | 加碼 |
| Crossmark Global Holdings, Inc. | 29,528 | $71.7 萬 | 0.01% | −330−1.1% | 減碼 |
| Chicago Partners Investment Group LLC | 26,910 | $68.8 萬 | 0.02% | +12,986+93.3% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 27,897 | $67.8 萬 | 0.00% | −81,698−74.5% | 減碼 |
| Norinchukin Bank, The | 27,703 | $67.3 萬 | 0.01% | −32−0.1% | 減碼 |
| Advisory Services Network, LLC | 27,474 | $66.7 萬 | 0.01% | +709+2.6% | 加碼 |
| Advisors Asset Management, Inc. | 27,206 | $66.1 萬 | 0.01% | −642−2.3% | 減碼 |
| Emerald Investment Advisers, LLC | 26,993 | $65.6 萬 | 0.06% | +26,993 | 新進 |
| Mizuho Securities USA LLC | 26,842 | $65.2 萬 | 0.02% | −5,567−17.2% | 減碼 |
| Krilogy Financial LLC | 26,977 | $64.8 萬 | 0.02% | +716+2.7% | 加碼 |
| Bull Harbor Capital LLC | 26,071 | $63.3 萬 | 0.17% | +26,071 | 新進 |
| Stock Yards Bank & Trust Co | 26,042 | $63.3 萬 | 0.02% | 00.0% | 不變 |
| Sumitomo Mitsui Trust Holdings, Inc. | 25,826 | $62.7 萬 | 0.00% | −251−1.0% | 減碼 |
| HB Wealth Management, LLC | 25,529 | $62.0 萬 | 0.00% | +7,154+38.9% | 加碼 |