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 |
|---|---|---|---|---|---|
| Brown Brothers Harriman & Co | 12,687 | $30.8 萬 | 0.00% | +9,501+298.2% | 加碼 |
| Frec Markets, Inc. | 12,507 | $30.4 萬 | 0.05% | +12,507 | 新進 |
| Ewa, LLC | 12,490 | $30.3 萬 | 0.07% | +452+3.8% | 加碼 |
| Coldstream Capital Management Inc | 12,447 | $30.2 萬 | 0.00% | −11−0.1% | 減碼 |
| Aaron Wealth Advisors | 12,404 | $30.1 萬 | 0.02% | +3,372+37.3% | 加碼 |
| Anb Bank | 12,324 | $29.9 萬 | 0.12% | +375+3.1% | 加碼 |
| Jackson Thornton Asset Management, LLC | 12,661 | $29.9 萬 | 0.03% | +697+5.8% | 加碼 |
| MUFG Securities Americas Inc. | 12,286 | $29.8 萬 | 0.02% | +295+2.5% | 加碼 |
| United Community Bank | 12,147 | $29.5 萬 | 0.10% | +444+3.8% | 加碼 |
| Caerus Investment Advisors, LLC | 12,047 | $29.3 萬 | 0.12% | −1,258−9.5% | 減碼 |
| Securian Asset Management, Inc | 12,002 | $29.2 萬 | 0.01% | −100−0.8% | 減碼 |
| AlphaCentric Advisors LLC | 11,919 | $29.0 萬 | 0.29% | +4,953+71.1% | 加碼 |
| Signaturefd, LLC | 11,859 | $28.8 萬 | 0.00% | +1,541+14.9% | 加碼 |
| Independent Financial Group, LLC | 11,852 | $28.8 萬 | 0.01% | 00.0% | 不變 |
| Lido Advisors, LLC | 11,742 | $28.5 萬 | 0.00% | +11,742 | 新進 |
| Brinker Capital Investments, LLC | 11,724 | $28.5 萬 | 0.00% | +1,595+15.7% | 加碼 |
| VestGen Advisors, LLC | 9,973 | $28.3 萬 | 0.01% | +9,973 | 新進 |
| Ritholtz Wealth Management | 11,355 | $27.6 萬 | 0.00% | +1,936+20.6% | 加碼 |
| QTR Family Wealth, LLC | 11,126 | $27.5 萬 | 0.11% | +11,126 | 新進 |
| Keynote Financial Services LLC | 11,244 | $27.3 萬 | 0.15% | −500−4.3% | 減碼 |
| Mirabella Financial Services LLP | 11,131 | $27.0 萬 | 0.03% | −13,482−54.8% | 減碼 |
| LGT Group Foundation | 11,065 | $26.9 萬 | 0.00% | −1,660−13.0% | 減碼 |
| Optas, LLC | 10,876 | $26.4 萬 | 0.04% | +10,876 | 新進 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 26,860 | $26.4 萬 | 0.11% | +26,860 | 新進 |
| V-Square Quantitative Management LLC | 10,656 | $25.9 萬 | 0.03% | +95+0.9% | 加碼 |
| Carrera Capital Advisors | 10,650 | $25.9 萬 | 0.04% | −817−7.1% | 減碼 |
| North Dakota State Investment Board | 10,639 | $25.8 萬 | 0.01% | −1,766−14.2% | 減碼 |
| Odyssean, LLC | 10,391 | $25.2 萬 | 0.09% | +10,391 | 新進 |
| Simplex Trading, LLC | 10,300 | $25.0 萬 | 0.01% | −44,704−81.3% | 減碼 |
| Stonebridge Capital Advisors LLC | 10,300 | $25.0 萬 | 0.02% | −825−7.4% | 減碼 |
| Camden Capital, LLC | 10,249 | $24.9 萬 | 0.02% | +1,666+19.4% | 加碼 |
| Ironwood Investment Counsel, LLC | 10,238 | $24.9 萬 | 0.04% | +637+6.6% | 加碼 |
| Stratos Wealth Partners, LTD. | 10,190 | $24.8 萬 | 0.00% | −605−5.6% | 減碼 |
| Norden Group LLC | 10,176 | $24.7 萬 | 0.02% | +967+10.5% | 加碼 |
| Panagora Asset Management Inc | 10,174 | $24.7 萬 | 0.00% | −148−1.4% | 減碼 |
| Quarry LP | 10,023 | $24.3 萬 | 0.05% | −6,814−40.5% | 減碼 |
| Fox Run Management, L.L.C. | 10,437 | $24.3 萬 | 0.04% | +10,437 | 新進 |
| Walleye Trading LLC | 10,002 | $24.3 萬 | 0.01% | −1,061,747−99.1% | 減碼 |
| Journey Strategic Wealth LLC | 9,938 | $24.1 萬 | 0.01% | +1,737+21.2% | 加碼 |
| Patton Fund Management, Inc. | 9,891 | $24.0 萬 | 0.04% | +844+9.3% | 加碼 |
| Exchange Traded Concepts, LLC | 9,762 | $23.7 萬 | 0.00% | −226,005−95.9% | 減碼 |
| Parallax Volatility Advisers, L.P. | 9,460 | $23.6 萬 | 0.01% | +118+1.3% | 加碼 |
| Cornerstone Wealth Management, LLC | 9,600 | $23.3 萬 | 0.01% | −1,600−14.3% | 減碼 |
| Bank of Nova Scotia | 9,595 | $23.3 萬 | 0.00% | −395,300−97.6% | 減碼 |
| McGuire Capital Advisors Inc | 9,338 | $22.7 萬 | 0.15% | +9,338 | 新進 |
| DekaBank Deutsche Girozentrale | 9,528 | $22.6 萬 | 0.00% | 00.0% | 不變 |
| MinichMacGregor Wealth Management, LLC | 9,267 | $22.5 萬 | 0.04% | −1,392−13.1% | 減碼 |
| Ascent Group, LLC | 9,206 | $22.4 萬 | 0.01% | +9,206 | 新進 |
| Savvy Advisors, Inc. | 9,134 | $22.2 萬 | 0.01% | +856+10.3% | 加碼 |
| Symmetry Partners, LLC | 9,130 | $22.2 萬 | 0.01% | +417+4.8% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 9,030 | $21.9 萬 | 0.00% | −461−4.9% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 8,890 | $21.6 萬 | 0.01% | +287+3.3% | 加碼 |
| waypoint wealth counsel | 8,759 | $21.3 萬 | 0.11% | −725−7.6% | 減碼 |
| STRS Ohio | 8,704 | $21.1 萬 | 0.00% | −13−0.1% | 減碼 |
| Parcion Private Wealth LLC | 8,687 | $21.1 萬 | 0.01% | +803+10.2% | 加碼 |
| Louisbourg Investments Inc. | 8,675 | $21.1 萬 | 0.04% | +1,200+16.1% | 加碼 |
| Altar Rock LLC | 8,604 | $20.9 萬 | 0.25% | −75−0.9% | 減碼 |
| Everhart Financial Group, Inc. | 8,557 | $20.8 萬 | 0.02% | +8,557 | 新進 |
| Victory Financial Group, LLC | 8,490 | $20.6 萬 | 0.03% | +8,490 | 新進 |
| Cornerstone Select Advisors, LLC | 8,468 | $20.6 萬 | 0.13% | +222+2.7% | 加碼 |
| Metis Global Partners, LLC | 8,376 | $20.3 萬 | 0.00% | −1,202−12.5% | 減碼 |
| Unique Wealth Strategies, LLC | 8,350 | $20.3 萬 | 0.08% | +15+0.2% | 加碼 |
| Harbour Investments, Inc. | 7,365 | $17.9 萬 | 0.00% | +124+1.7% | 加碼 |
| Bessemer Group Inc | 7,288 | $17.7 萬 | 0.00% | +3,021+70.8% | 加碼 |
| IFP Advisors, Inc | 7,119 | $17.3 萬 | 0.00% | +3,847+117.6% | 加碼 |
| SBI Securities Co., Ltd. | 6,922 | $16.8 萬 | 0.00% | −824−10.6% | 減碼 |
| Sound Income Strategies, LLC | 5,983 | $14.6 萬 | 0.01% | +5,949+17,497.1% | 加碼 |
| MCF Advisors LLC | 5,852 | $14.2 萬 | 0.01% | +1,044+21.7% | 加碼 |
| Resona Asset Management Co.,Ltd. | 5,683 | $13.2 萬 | 0.00% | 00.0% | 不變 |
| Walleye Capital LLC | 5,275 | $12.8 萬 | 0.00% | −94,958−94.7% | 減碼 |
| Parallel Advisors, LLC | 4,699 | $11.4 萬 | 0.00% | +310+7.1% | 加碼 |
| Atlas Capital Advisors LLC | 4,615 | $11.2 萬 | 0.01% | +2,860+163.0% | 加碼 |
| Rockefeller Capital Management L.P. | 4,585 | $11.1 萬 | 0.00% | +224+5.1% | 加碼 |
| Wealth Enhancement Trust Services, Inc. | 4,123 | $10.0 萬 | 0.01% | +94+2.3% | 加碼 |
| Hantz Financial Services, Inc. | 4,130 | $10.0 萬 | 0.00% | +3,236+362.0% | 加碼 |
| EFG International AG | 4,066 | $9.88 萬 | 0.00% | 00.0% | 不變 |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 3,992 | $9.70 萬 | 0.02% | +3,992 | 新進 |
| Ameritas Investment Partners, Inc. | 3,982 | $9.67 萬 | 0.00% | −242−5.7% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 3,871 | $9.40 萬 | 0.01% | +1,833+89.9% | 加碼 |
| Proffitt & Goodson Inc | 3,477 | $8.45 萬 | 0.01% | −189−5.2% | 減碼 |
| Evelyn Partners Investment Management LLP | 3,470 | $8.43 萬 | 0.00% | 00.0% | 不變 |
| Caldwell Trust Co | 3,470 | $8.43 萬 | 0.01% | 00.0% | 不變 |
| Intentional Wealth Strategies, LLC | 3,360 | $8.16 萬 | 0.08% | +3,360 | 新進 |
| Twin Tree Management, LP | 3,225 | $7.83 萬 | 0.02% | −43,533−93.1% | 減碼 |
| TD Private Client Wealth LLC | 3,211 | $7.80 萬 | 0.00% | +41+1.3% | 加碼 |
| Umb Bank N A | 3,197 | $7.77 萬 | 0.00% | +460+16.8% | 加碼 |
| Van Eck Associates Corp | 2,824 | $6.90 萬 | 0.00% | +50+1.8% | 加碼 |
| True Wealth Design, LLC | 2,823 | $6.86 萬 | 0.02% | +543+23.8% | 加碼 |
| Private Trust Co NA | 2,755 | $6.69 萬 | 0.01% | +1,914+227.6% | 加碼 |
| Huntington National Bank | 2,706 | $6.57 萬 | 0.00% | +498+22.6% | 加碼 |
| Silvant Capital Management LLC | 2,649 | $6.43 萬 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 2,601 | $6.32 萬 | 0.00% | +1,055+68.2% | 加碼 |
| Smartleaf Asset Management LLC | 2,682 | $6.25 萬 | 0.00% | +1,579+143.2% | 加碼 |
| Elevated Capital Advisors, LLC | 2,513 | $6.11 萬 | 0.02% | −29,847−92.2% | 減碼 |
| Deseret Mutual Benefit Administrators | 2,500 | $6.07 萬 | 0.02% | +964+62.8% | 加碼 |
| Eurizon Capital SGR S.p.A. | 2,574 | $6.02 萬 | 0.00% | +2,574 | 新進 |
| Truvestments Capital LLC | 2,105 | $5.11 萬 | 0.01% | 00.0% | 不變 |
| Innovative Asset Advisors Group, LLC | 2,040 | $4.95 萬 | 0.03% | +2,040 | 新進 |
| Capital Analysts, LLC | 2,036 | $4.90 萬 | 0.00% | +2+0.1% | 加碼 |
| Meeder Asset Management Inc | 1,881 | $4.57 萬 | 0.00% | +1,881 | 新進 |