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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 2 季與 2026 年第 1 季比較

持有 Invesco Ltd. 的機構從 2026 年第 1 季到 2026 年第 2 季的變化。

2026 年第 2 季全部持有人2026 年第 1 季全部持有人

IVZ 的 13F 持有人:2026 年第 1 季與 2026 年第 2 季比較
項目2026 年第 1 季其中尚未申報 2026 年第 2 季2026 年第 2 季變化
持有家數63910674+45
股數4.19 億53.4 萬4.25 億+661.0 萬 (+1.6%)
市值$101.8 億$1,298 萬$112.0 億+$10.3 億 (+10.2%)

10 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季:沒申報不算清倉,所以變化不計入它們。

新進機構(107 家)

2026 年第 2 季季末持有 Invesco Ltd.、2026 年第 1 季季末沒有持有的機構。

依市值列出前 100 家,共 107 家。

2026 年第 2 季新進 IVZ 的機構
機構股數市值佔組合 %
Norges Bank5,210,635$1.38 億0.01%
NFJ Investment Group, LLC717,486$1,893 萬0.64%
Swiss Life Asset Management Ltd562,440$1,484 萬0.06%
PEAK6 LLC370,123$976.8 萬0.24%
Ossiam183,996$485.6 萬0.06%
XTX Topco Ltd174,966$461.7 萬0.06%
Jupiter Topco LLC155,086$409.2 萬0.00%
New Age Alpha Advisors, LLC122,976$324.5 萬0.14%
Easterly Investment Partners LLC113,750$300.2 萬0.15%
Prevail Innovative Wealth Advisors, LLC96,506$254.7 萬0.38%
Qsemble Capital Management, LP95,845$252.9 萬0.32%
Phillip James Consulting Co.88,120$242.9 萬1.90%
Vident Advisory, LLC61,408$162.1 萬0.01%
Aquatic Capital Management LLC49,402$130.4 萬0.04%
Point Nemo Capital, LLC46,786$123.5 萬0.63%
Lecap Asset Management Ltd43,811$115.6 萬0.50%
Graham Capital Management, L.P.43,197$114.0 萬0.03%
Nordea Investment Management AB41,420$109.6 萬0.00%
Alps Advisors Inc40,345$106.5 萬0.00%
Sandler Capital Management37,987$100.2 萬0.59%
Brevan Howard Capital Management LP37,483$98.9 萬0.01%
IMC-Chicago, LLC36,328$95.9 萬0.01%
Sciencast Management LP32,002$84.5 萬0.18%
Gradient Investments LLC28,112$74.2 萬0.01%
Wright Investors Service Inc25,679$67.8 萬0.19%
Militia Capital Management LLC22,300$58.8 萬0.11%
Aigen Investment Management, LP22,023$58.1 萬0.16%
Dynamic Technology Lab Private Ltd21,656$57.2 萬0.13%
Jefferies Financial Group Inc.21,610$57.0 萬0.01%
Centiva Capital, LP21,035$55.5 萬0.02%
Machina Capital S.A.S.19,905$52.5 萬0.08%
Blair William & Co19,608$51.7 萬0.00%
USA Financial Formulas18,808$49.6 萬0.09%
Gateway Investment Advisers LLC18,147$47.9 萬0.00%
Twinbeech Capital LP16,378$43.2 萬0.08%
EntryPoint Capital, LLC15,923$42.0 萬0.10%
Perigon Wealth Management, LLC15,870$41.9 萬0.01%
Proficio Capital Partners LLC13,530$35.7 萬0.01%
111 Capital12,832$33.9 萬0.06%
Belpointe Asset Management LLC12,412$32.8 萬0.01%
Fortis Capital Advisors, LLC12,412$32.8 萬0.04%
Burton Enright Welch12,265$32.4 萬0.04%
Bayesian Capital Management, LP11,800$31.1 萬0.20%
Dynasty Wealth Management, LLC11,603$30.6 萬0.00%
Quadrature Capital Ltd11,039$29.1 萬0.00%
Permanent Capital Management, LP10,798$28.5 萬0.04%
Ci Investments Inc.10,601$28.0 萬0.00%
Balyasny Asset Management LLC10,347$27.3 萬0.00%
Blueshift Asset Management, LLC10,223$27.0 萬0.06%
Citizens Financial Group Inc9,879$26.1 萬0.00%
Catalyst Funds Management Pty Ltd9,453$24.9 萬0.01%
Oxford Asset Management LLP9,064$23.9 萬0.12%
Mission Wealth Management, LP9,025$23.8 萬0.00%
TCG Advisory Services, LLC8,957$23.6 萬0.00%
AlphaCore Capital LLC8,929$23.6 萬0.00%
R Squared Ltd8,811$23.3 萬0.12%
Laird Norton Trust Company, LLC8,791$23.2 萬0.00%
Aster Capital Management (DIFC) Ltd8,724$23.0 萬0.05%
Prosperity Consulting Group, LLC8,273$21.8 萬0.01%
FIL Ltd8,219$21.7 萬0.00%
Green Harvest Asset Management LLC8,207$21.7 萬0.00%
Avantax Planning Partners, Inc.8,187$21.6 萬0.01%
Plan Group Financial, LLC8,152$21.5 萬0.04%
Manske Wealth Management8,066$21.3 萬0.05%
Knightsbridge Asset Management, LLC8,041$21.2 萬0.03%
Empowered Funds, LLC8,001$21.1 萬0.00%
Checchi Capital Advisers, LLC7,874$20.8 萬0.01%
Global Retirement Partners, LLC7,848$20.7 萬0.00%
Bayforest Capital Ltd4,860$12.8 萬0.12%
Evelyn Partners Group Ltd3,470$9.16 萬0.00%
Institute for Wealth Management, LLC.2,106$5.56 萬0.00%
Continuum Advisory, LLC1,474$3.89 萬0.00%
NBT Bank N A938$2.52 萬0.00%
Cape Investment Advisory, Inc.826$2.18 萬0.01%
E Fund Management (Hong Kong) Co., Ltd.818$2.16 萬0.01%
Financial Gravity Companies, Inc.739$1.98 萬0.00%
Aventura Private Wealth, LLC750$1.98 萬0.01%
Newbridge Financial Services Group, Inc.532$1.40 萬0.00%
Silver Grove Financial Group, Inc.380$1.00 萬0.01%
Sachetta, LLC308$8,1290.00%
Oakworth Capital, Inc.211$7,2080.00%
Allianz SE247$6,5180.00%
Action Point Financial Planning, LLC247$6,4390.00%
West Paces Advisors Inc.178$4,6970.00%
United Financial Planning Group LLC178$4,6970.00%
Persistent Asset Partners Ltd153$4,0380.00%
Creative Capital Management Investments LLC147$3,8790.00%
Vima LLC123$3,2460.00%
Ameritas Advisory Services, LLC111$2,9350.00%
IFG Advisory, LLC99$2,6200.00%
Buck Wealth Strategies, LLC80$2,1200.00%
LifeSteps Financial, Inc.75$1,9790.00%
Glen Eagle Advisors, LLC43$1,1350.00%
Valley National Advisers Inc38$1,0030.00%
Planning Strategies Inc.35$9240.00%
Lloyd Advisory Services, LLC.29$7710.00%
JPL Wealth Management, LLC26$6870.00%
Downshift Financial, LLC20$5280.00%
DecisionPoint Financial, LLC15$4030.00%
Spectrum Wealth Advisory Group, LLC15$3990.00%

清倉機構(62 家)

2026 年第 1 季季末持有 Invesco Ltd.、2026 年第 2 季有申報但已經沒有持有的機構。

2026 年第 2 季清倉 IVZ 的機構
機構2026 年第 1 季股數2026 年第 1 季市值
Point72 Asset Management, L.P.1,603,062$3,894 萬
Alyeska Investment Group, L.P.1,167,558$2,836 萬
Governors Lane LP427,500$1,038 萬
Holocene Advisors, LP271,480$659.4 萬
Winton Group Ltd222,960$541.6 萬
Olstein Capital Management, L.P.217,000$527.1 萬
Financial Sense Advisors, Inc.158,255$384.4 萬
Mubadala Investment Co PJSC156,035$379.0 萬
Caption Management, LLC130,000$315.8 萬
Handelsbanken Fonder AB91,700$222.7 萬
Picton Mahoney Asset Management85,847$208.5 萬
VARCOV Co.79,037$192.0 萬
Northstar Advisory Group, LLC71,978$174.8 萬
BNP Paribas66,573$161.5 萬
FORA Capital, LLC66,449$161.4 萬
Kentucky Retirement Systems36,598$133.2 萬
Illinois Municipal Retirement Fund51,617$125.4 萬
Three Seasons Wealth, LLC25,369$61.6 萬
DRW Securities, LLC25,112$61.0 萬
Gladstone Institutional Advisory LLC20,353$49.4 萬
ING Groep NV20,165$49.0 萬
Beacon Investment Advisory Services, Inc.19,150$46.5 萬
Evoke Wealth, LLC17,377$42.2 萬
Elo Mutual Pension Insurance Co16,463$40.0 萬
nVerses Capital, LLC15,009$36.5 萬
Quantitative Investment Management, LLC14,539$35.3 萬
Paragon Capital Management Ltd13,938$33.9 萬
Verition Fund Management LLC13,084$31.8 萬
Mirabella Financial Services LLP11,131$27.0 萬
Optas, LLC10,876$26.4 萬
Odyssean, LLC10,391$25.2 萬
Simplex Trading, LLC10,300$25.0 萬
Patton Fund Management, Inc.9,891$24.0 萬
Bank of Nova Scotia9,595$23.3 萬
waypoint wealth counsel8,759$21.3 萬
Altar Rock LLC8,604$20.9 萬
Everhart Financial Group, Inc.8,557$20.8 萬
Sound Income Strategies, LLC5,983$14.6 萬
Intentional Wealth Strategies, LLC3,360$8.16 萬
Van Eck Associates Corp2,824$6.90 萬
Innovative Asset Advisors Group, LLC2,040$4.95 萬
Meeder Asset Management Inc1,881$4.57 萬
Root Financial Partners, LLC1,705$4.14 萬
Wealth Preservation Advisors, LLC739$1.79 萬
Addison Advisors LLC485$1.18 萬
Twin Peaks Wealth Advisors, LLC447$1.09 萬
Guinness Atkinson Asset Management Inc308$7,481
Golden State Equity Partners211$5,124
Ancora Advisors, LLC129$3,133
Synergy Investment Management, LLC129$3,133
Compagnie Lombard Odier SCmA110$2,672
BFSG, LLC100$2,429
Atlantic Union Bankshares Corp74$1,797
North Star Investment Management Corp.43$1,044
Trust Co of Toledo NA30$729
Vermillion Wealth Management, Inc.28$680
Portus Wealth Advisors, LLC20$486
Bell Investment Advisors, Inc19$462
TopTier Wealth Management, LLC13$316
Curio Wealth, LLC3$73
Annis Gardner Whiting Capital Advisors, LLC2$49
Rakuten Securities, Inc.1$24

尚未申報 2026 年第 2 季的機構(10 家)

2026 年第 1 季季末持有 Invesco Ltd.、還沒有申報 2026 年第 2 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2026 年第 1 季持有 IVZ、尚未申報 2026 年第 2 季的機構
機構2026 年第 1 季股數2026 年第 1 季市值
CWM, LLC296,702$720.7 萬
Janus Henderson Group PLC165,886$403.0 萬
U.S. Capital Wealth Advisors, LLC21,785$52.9 萬
Skopos Labs, Inc.18,234$44.3 萬
DGS Capital Management, LLC17,220$41.8 萬
Journey Strategic Wealth LLC9,938$24.1 萬
Evelyn Partners Investment Management LLP3,470$8.43 萬
Sofos Investments, Inc.739$1.64 萬
Red Tortoise LLC446$1.08 萬
Arcadia Investment Management Corp7$171