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 670 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 13F 持有人
Invesco Ltd. 在 2026/6/30 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
- 670
- 較 2026 年第 1 季 +41 家
- 持有股數
- 4.25 億
- 較 2026 年第 1 季 +662.6 萬 (+1.6%)
- 總市值
- $112.0 億
- 較 2026 年第 1 季 +$10.3 億 (+10.2%)
- 新進機構
- 104
- 另有 262 家加碼
- 清倉機構
- 63
- 另有 223 家減碼
另有 9 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 | 670 | $112.0 億 |
| 2026 年第 1 季 | 638 | $101.8 億 |
| 2025 年第 4 季 | 629 | $108.2 億 |
| 2025 年第 3 季 | 565 | $89.8 億 |
| 2025 年第 2 季 | 521 | $65.0 億 |
| 2025 年第 1 季 | 518 | $61.7 億 |
| 2024 年第 4 季 | 525 | $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 | 514 | $51.4 億 |
| 2022 年第 4 季 | 509 | $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 | 567 | $71.4 億 |
| 2021 年第 3 季 | 557 | $72.3 億 |
| 2021 年第 2 季 | 561 | $77.8 億 |
| 2021 年第 1 季 | 535 | $73.9 億 |
2026 年第 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Laird Norton Trust Company, LLC | 8,791 | $23.2 萬 | 0.00% | +8,791 | 新進 |
| R Squared Ltd | 8,811 | $23.3 萬 | 0.12% | +8,811 | 新進 |
| AlphaCore Capital LLC | 8,929 | $23.6 萬 | 0.00% | +8,929 | 新進 |
| TCG Advisory Services, LLC | 8,957 | $23.6 萬 | 0.00% | +8,957 | 新進 |
| Mission Wealth Management, LP | 9,025 | $23.8 萬 | 0.00% | +9,025 | 新進 |
| Oxford Asset Management LLP | 9,064 | $23.9 萬 | 0.12% | +9,064 | 新進 |
| Dorsey & Whitney Trust CO LLC | 9,276 | $24.5 萬 | 0.01% | +386+4.3% | 加碼 |
| Aaron Wealth Advisors | 9,313 | $24.6 萬 | 0.01% | −3,091−24.9% | 減碼 |
| Stratos Wealth Partners, LTD. | 9,443 | $24.9 萬 | 0.00% | −747−7.3% | 減碼 |
| Catalyst Funds Management Pty Ltd | 9,453 | $24.9 萬 | 0.01% | +9,453 | 新進 |
| MinichMacGregor Wealth Management, LLC | 9,492 | $25.0 萬 | 0.04% | +225+2.4% | 加碼 |
| Carrera Capital Advisors | 9,542 | $25.2 萬 | 0.04% | −1,108−10.4% | 減碼 |
| Symmetry Partners, LLC | 9,626 | $25.4 萬 | 0.01% | +496+5.4% | 加碼 |
| Citizens Financial Group Inc | 9,879 | $26.1 萬 | 0.00% | +9,879 | 新進 |
| Savvy Advisors, Inc. | 9,976 | $26.3 萬 | 0.01% | +842+9.2% | 加碼 |
| Parcion Private Wealth LLC | 10,048 | $26.5 萬 | 0.01% | +1,361+15.7% | 加碼 |
| Victory Financial Group, LLC | 10,052 | $26.5 萬 | 0.03% | +1,562+18.4% | 加碼 |
| Camden Capital, LLC | 10,140 | $26.8 萬 | 0.01% | −109−1.1% | 減碼 |
| Panagora Asset Management Inc | 10,190 | $26.9 萬 | 0.00% | +16+0.2% | 加碼 |
| Blueshift Asset Management, LLC | 10,223 | $27.0 萬 | 0.06% | +10,223 | 新進 |
| Stonebridge Capital Advisors LLC | 10,300 | $27.2 萬 | 0.02% | 00.0% | 不變 |
| Envestnet Portfolio Solutions, Inc. | 10,346 | $27.3 萬 | 0.00% | +1,316+14.6% | 加碼 |
| Balyasny Asset Management LLC | 10,347 | $27.3 萬 | 0.00% | +10,347 | 新進 |
| Norden Group LLC | 10,489 | $27.7 萬 | 0.02% | +313+3.1% | 加碼 |
| Ironwood Investment Counsel, LLC | 10,562 | $27.9 萬 | 0.04% | +324+3.2% | 加碼 |
| Ci Investments Inc. | 10,601 | $28.0 萬 | 0.00% | +10,601 | 新進 |
| Permanent Capital Management, LP | 10,798 | $28.5 萬 | 0.04% | +10,798 | 新進 |
| North Dakota State Investment Board | 10,824 | $28.6 萬 | 0.01% | +185+1.7% | 加碼 |
| IFP Advisors, Inc | 10,879 | $28.7 萬 | 0.01% | +3,760+52.8% | 加碼 |
| Quarry LP | 10,941 | $28.9 萬 | 0.05% | +918+9.2% | 加碼 |
| Quadrature Capital Ltd | 11,039 | $29.1 萬 | 0.00% | +11,039 | 新進 |
| LGT Group Foundation | 11,065 | $29.2 萬 | 0.00% | 00.0% | 不變 |
| Keynote Financial Services LLC | 11,244 | $29.7 萬 | 0.14% | 00.0% | 不變 |
| Dynasty Wealth Management, LLC | 11,603 | $30.6 萬 | 0.00% | +11,603 | 新進 |
| QTR Family Wealth, LLC | 11,617 | $30.7 萬 | 0.11% | +491+4.4% | 加碼 |
| V-Square Quantitative Management LLC | 11,726 | $30.9 萬 | 0.03% | +1,070+10.0% | 加碼 |
| Independent Financial Group, LLC | 11,752 | $31.0 萬 | 0.01% | −100−0.8% | 減碼 |
| Bayesian Capital Management, LP | 11,800 | $31.1 萬 | 0.20% | +11,800 | 新進 |
| Brinker Capital Investments, LLC | 11,971 | $31.6 萬 | 0.00% | +247+2.1% | 加碼 |
| Coldstream Capital Management Inc | 12,008 | $31.7 萬 | 0.00% | −439−3.5% | 減碼 |
| Caerus Investment Advisors, LLC | 12,068 | $31.8 萬 | 0.11% | +21+0.2% | 加碼 |
| Anb Bank | 12,101 | $31.9 萬 | 0.12% | −223−1.8% | 減碼 |
| Ritholtz Wealth Management | 12,124 | $32.0 萬 | 0.00% | +769+6.8% | 加碼 |
| United Community Bank | 12,222 | $32.3 萬 | 0.10% | +75+0.6% | 加碼 |
| Burton Enright Welch | 12,265 | $32.4 萬 | 0.04% | +12,265 | 新進 |
| Belpointe Asset Management LLC | 12,412 | $32.8 萬 | 0.01% | +12,412 | 新進 |
| Fortis Capital Advisors, LLC | 12,412 | $32.8 萬 | 0.04% | +12,412 | 新進 |
| Pensionmark Financial Group, LLC | 13,470 | $32.8 萬 | 0.01% | −96−0.7% | 減碼 |
| Jackson Thornton Asset Management, LLC | 12,465 | $32.9 萬 | 0.03% | −196−1.5% | 減碼 |
| Gotham Asset Management, LLC | 12,637 | $33.3 萬 | 0.00% | −213−1.7% | 減碼 |
| 111 Capital | 12,832 | $33.9 萬 | 0.06% | +12,832 | 新進 |
| Evergreen Capital Management LLC | 12,840 | $33.9 萬 | 0.01% | −16,827−56.7% | 減碼 |
| Element Wealth, LLC | 13,052 | $34.4 萬 | 0.13% | +9+0.1% | 加碼 |
| Securian Asset Management, Inc | 11,729 | $34.8 萬 | 0.01% | −273−2.3% | 減碼 |
| Greenleaf Trust | 13,279 | $35.0 萬 | 0.00% | +137+1.0% | 加碼 |
| Brand Asset Management Group, Inc. | 13,314 | $35.1 萬 | 0.08% | −101−0.8% | 減碼 |
| MUFG Securities Americas Inc. | 13,352 | $35.2 萬 | 0.02% | +1,066+8.7% | 加碼 |
| Great Lakes Advisors, LLC | 13,446 | $35.5 萬 | 0.00% | −45,168−77.1% | 減碼 |
| CSS LLC | 13,473 | $35.6 萬 | 0.02% | −42,460−75.9% | 減碼 |
| Landscape Capital Management, L.L.C. | 13,508 | $35.6 萬 | 0.02% | −158,556−92.1% | 減碼 |
| Proficio Capital Partners LLC | 13,530 | $35.7 萬 | 0.01% | +13,530 | 新進 |
| VestGen Advisors, LLC | 13,538 | $35.7 萬 | 0.01% | +3,565+35.7% | 加碼 |
| Quadrant Capital Group LLC | 13,840 | $36.5 萬 | 0.01% | −1,539−10.0% | 減碼 |
| Evolve Private Wealth, LLC | 13,893 | $36.6 萬 | 0.02% | −10,334−42.7% | 減碼 |
| Prospera Financial Services Inc | 13,980 | $36.9 萬 | 0.01% | −185−1.3% | 減碼 |
| Holcombe Financial, Inc. | 14,080 | $37.2 萬 | 0.21% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 14,087 | $37.2 萬 | 0.00% | +1,332+10.4% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 14,135 | $37.3 萬 | 0.00% | 00.0% | 不變 |
| Toroso Investments, LLC | 14,141 | $37.3 萬 | 0.00% | −17,877−55.8% | 減碼 |
| BTG Pactual Asset Management US LLC | 14,164 | $37.4 萬 | 0.03% | −16,317−53.5% | 減碼 |
| Versant Capital Management, Inc | 14,280 | $37.7 萬 | 0.03% | +965+7.2% | 加碼 |
| Ewa, LLC | 14,282 | $37.7 萬 | 0.07% | +1,792+14.3% | 加碼 |
| Atomi Financial Group, Inc. | 14,636 | $38.6 萬 | 0.01% | −677−4.4% | 減碼 |
| Adams Wealth Management | 14,969 | $39.5 萬 | 0.08% | +1,697+12.8% | 加碼 |
| Nomura Asset Management Co Ltd | 15,030 | $39.7 萬 | 0.00% | −620−4.0% | 減碼 |
| Signaturefd, LLC | 15,116 | $39.9 萬 | 0.01% | +3,257+27.5% | 加碼 |
| Eagle Rock Investment Company, LLC | 15,175 | $40.0 萬 | 0.05% | 00.0% | 不變 |
| Everence Capital Management Inc | 15,213 | $40.1 萬 | 0.02% | 00.0% | 不變 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 15,287 | $40.3 萬 | 0.00% | −85,307−84.8% | 減碼 |
| Steward Partners Investment Advisory, LLC | 15,364 | $40.5 萬 | 0.00% | +14,622+1,970.6% | 加碼 |
| Baker Avenue Asset Management, LP | 15,451 | $40.8 萬 | 0.01% | +409+2.7% | 加碼 |
| Vestcor Inc | 15,673 | $41.4 萬 | 0.01% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 15,767 | $41.6 萬 | 0.00% | +3,080+24.3% | 加碼 |
| Perigon Wealth Management, LLC | 15,870 | $41.9 萬 | 0.01% | +15,870 | 新進 |
| EntryPoint Capital, LLC | 15,923 | $42.0 萬 | 0.10% | +15,923 | 新進 |
| Allstate Corp | 15,955 | $42.1 萬 | 0.00% | −41,304−72.1% | 減碼 |
| Horizon Investments, LLC | 16,027 | $42.3 萬 | 0.00% | +1,257+8.5% | 加碼 |
| Mather Group, LLC. | 16,284 | $43.0 萬 | 0.00% | +1,792+12.4% | 加碼 |
| CX Institutional | 16,358 | $43.2 萬 | 0.01% | +225+1.4% | 加碼 |
| Twinbeech Capital LP | 16,378 | $43.2 萬 | 0.08% | +16,378 | 新進 |
| AlphaCentric Advisors LLC | 16,483 | $43.5 萬 | 0.37% | +4,564+38.3% | 加碼 |
| EverSource Wealth Advisors, LLC | 16,706 | $44.1 萬 | 0.01% | −2,563−13.3% | 減碼 |
| Park Avenue Securities LLC | 16,725 | $44.1 萬 | 0.00% | −2,620−13.5% | 減碼 |
| US Bancorp | 16,739 | $44.2 萬 | 0.00% | +3,438+25.8% | 加碼 |
| Generali Asset Management SPA SGR | 16,801 | $44.3 萬 | 0.01% | −270−1.6% | 減碼 |
| Commerce Bank | 16,999 | $44.9 萬 | 0.00% | −134−0.8% | 減碼 |
| EP Wealth Advisors, LLC | 17,110 | $45.2 萬 | 0.00% | +855+5.3% | 加碼 |
| Glenmede Trust Co NA | 17,196 | $45.4 萬 | 0.00% | +449+2.7% | 加碼 |
| MUFG Securities EMEA plc | 17,386 | $45.9 萬 | 0.00% | −917−5.0% | 減碼 |
| Global Financial Private Client, LLC | 17,402 | $45.9 萬 | 0.12% | +667+4.0% | 加碼 |