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 |
|---|---|---|---|---|---|
| Edmond de Rothschild Holding S.A. | 17,500 | $46.2 萬 | 0.01% | 00.0% | 不變 |
| RMB Capital Management, LLC | 17,570 | $46.4 萬 | 0.01% | −3,288−15.8% | 減碼 |
| United Capital Financial Advisers, LLC | 17,712 | $46.7 萬 | 0.00% | +1,235+7.5% | 加碼 |
| WealthBridge Capital Management, LLC | 18,030 | $47.6 萬 | 0.09% | +1,729+10.6% | 加碼 |
| Gateway Investment Advisers LLC | 18,147 | $47.9 萬 | 0.00% | +18,147 | 新進 |
| Johnson Investment Counsel Inc | 18,444 | $48.7 萬 | 0.00% | 00.0% | 不變 |
| DnB Asset Management AS | 18,645 | $49.2 萬 | 0.00% | 00.0% | 不變 |
| Kendall Capital Management | 18,650 | $49.2 萬 | 0.08% | −275−1.5% | 減碼 |
| Utah Retirement Systems | 18,775 | $49.5 萬 | 0.00% | −462−2.4% | 減碼 |
| USA Financial Formulas | 18,808 | $49.6 萬 | 0.09% | +18,808 | 新進 |
| Standard Life Aberdeen plc | 19,145 | $50.5 萬 | 0.00% | −3,419−15.2% | 減碼 |
| Wealth Management Associates, Inc. | 19,460 | $51.4 萬 | 0.14% | +500+2.6% | 加碼 |
| Arvest Investments, Inc. | 19,535 | $51.6 萬 | 0.06% | −540−2.7% | 減碼 |
| Independent Advisor Alliance | 19,575 | $51.7 萬 | 0.01% | +2,597+15.3% | 加碼 |
| Blair William & Co | 19,608 | $51.7 萬 | 0.00% | +19,608 | 新進 |
| Maryland State Retirement & Pension System | 19,628 | $51.8 萬 | 0.01% | 00.0% | 不變 |
| Transcend Wealth Collective, LLC | 19,650 | $51.9 萬 | 0.04% | +3,115+18.8% | 加碼 |
| Fieldview Capital Management, LLC | 19,657 | $51.9 萬 | 0.15% | −1,361−6.5% | 減碼 |
| Machina Capital S.A.S. | 19,905 | $52.5 萬 | 0.08% | +19,905 | 新進 |
| Pavaki Capital Management LLC | 20,000 | $52.8 萬 | 0.30% | 00.0% | 不變 |
| Warren Averett Asset Management, LLC | 20,100 | $53.0 萬 | 0.00% | +2,765+16.0% | 加碼 |
| M&T Bank Corp | 20,401 | $53.8 萬 | 0.00% | +1,394+7.3% | 加碼 |
| Kestra Advisory Services, LLC | 20,572 | $54.3 萬 | 0.00% | −929−4.3% | 減碼 |
| OpenArc Corporate Advisory, LLC | 20,931 | $55.2 萬 | 0.01% | +134+0.6% | 加碼 |
| Inscription Capital, LLC | 21,011 | $55.4 萬 | 0.05% | +836+4.1% | 加碼 |
| Centiva Capital, LP | 21,035 | $55.5 萬 | 0.02% | +21,035 | 新進 |
| Guggenheim Capital LLC | 21,411 | $56.5 萬 | 0.00% | −29,289−57.8% | 減碼 |
| Nomura Holdings Inc | 21,513 | $56.8 萬 | 0.00% | +2,762+14.7% | 加碼 |
| Frec Markets, Inc. | 21,567 | $56.9 萬 | 0.05% | +9,060+72.4% | 加碼 |
| Jefferies Financial Group Inc. | 21,610 | $57.0 萬 | 0.01% | +21,610 | 新進 |
| Dynamic Technology Lab Private Ltd | 21,656 | $57.2 萬 | 0.13% | +21,656 | 新進 |
| Sterling Capital Management LLC | 21,698 | $57.3 萬 | 0.01% | −73,395−77.2% | 減碼 |
| Sagewood Asset Management LP | 21,866 | $57.7 萬 | 0.13% | +2,584+13.4% | 加碼 |
| Novare Capital Management LLC | 22,000 | $58.1 萬 | 0.04% | 00.0% | 不變 |
| Aigen Investment Management, LP | 22,023 | $58.1 萬 | 0.16% | +22,023 | 新進 |
| New Mexico Educational Retirement Board | 22,114 | $58.4 萬 | 0.01% | +1,400+6.8% | 加碼 |
| Militia Capital Management LLC | 22,300 | $58.8 萬 | 0.11% | +22,300 | 新進 |
| Stock Yards Bank & Trust Co | 22,584 | $59.6 萬 | 0.02% | −3,458−13.3% | 減碼 |
| Louisiana State Employees Retirement System | 22,700 | $59.9 萬 | 0.01% | +100+0.4% | 加碼 |
| Allspring Global Investments Holdings, LLC | 22,440 | $60.2 萬 | 0.00% | +981+4.6% | 加碼 |
| Waddell & Associates, LLC | 22,830 | $60.2 萬 | 0.03% | +1,430+6.7% | 加碼 |
| Atria Investments LLC | 22,879 | $60.4 萬 | 0.01% | +8,094+54.7% | 加碼 |
| Virginia Retirement Systems Et Al | 23,500 | $62.0 萬 | 0.00% | +5,850+33.1% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 24,173 | $63.8 萬 | 0.00% | −1,653−6.4% | 減碼 |
| Hartford Investment Management Co | 24,317 | $64.2 萬 | 0.02% | −499−2.0% | 減碼 |
| Farther Finance Advisors, LLC | 24,380 | $64.3 萬 | 0.01% | +533+2.2% | 加碼 |
| Venture Visionary Partners LLC | 24,415 | $64.4 萬 | 0.02% | +30.0% | 加碼 |
| Apollon Wealth Management, LLC | 24,474 | $64.6 萬 | 0.01% | +3,633+17.4% | 加碼 |
| Syon Capital LLC | 24,529 | $64.7 萬 | 0.03% | +2,388+10.8% | 加碼 |
| Lido Advisors, LLC | 24,640 | $65.0 萬 | 0.00% | +12,898+109.8% | 加碼 |
| Kera Capital Partners, Inc. | 24,980 | $65.9 萬 | 0.06% | +988+4.1% | 加碼 |
| Robeco Institutional Asset Management B.V. | 25,087 | $66.2 萬 | 0.00% | −231,749−90.2% | 減碼 |
| Advisors Asset Management, Inc. | 25,095 | $66.2 萬 | 0.01% | −2,111−7.8% | 減碼 |
| Wedmont Private Capital | 22,920 | $66.4 萬 | 0.02% | +310+1.4% | 加碼 |
| HighTower Advisors, LLC | 25,360 | $66.9 萬 | 0.00% | −16,544−39.5% | 減碼 |
| Wright Investors Service Inc | 25,679 | $67.8 萬 | 0.19% | +25,679 | 新進 |
| Fifth Third Bancorp | 26,090 | $68.9 萬 | 0.00% | +684+2.7% | 加碼 |
| Bleakley Financial Group, LLC | 27,299 | $72.0 萬 | 0.01% | +9,145+50.4% | 加碼 |
| Krilogy Financial LLC | 27,572 | $72.8 萬 | 0.02% | +595+2.2% | 加碼 |
| CacheTech Inc. | 27,594 | $72.8 萬 | 0.12% | +14,322+107.9% | 加碼 |
| Arvest Bank Trust Division | 27,722 | $73.2 萬 | 0.04% | −1,913−6.5% | 減碼 |
| Keybank National Association | 28,076 | $74.1 萬 | 0.00% | +7,039+33.5% | 加碼 |
| Gradient Investments LLC | 28,112 | $74.2 萬 | 0.01% | +28,112 | 新進 |
| CAPROCK Group, Inc. | 28,171 | $74.3 萬 | 0.01% | −1,537−5.2% | 減碼 |
| Ascent Group, LLC | 28,970 | $76.5 萬 | 0.02% | +19,764+214.7% | 加碼 |
| Norinchukin Bank, The | 29,657 | $78.3 萬 | 0.01% | +1,954+7.1% | 加碼 |
| Public Employees Retirement Association of Colorado | 29,961 | $79.1 萬 | 0.00% | 00.0% | 不變 |
| Quilter Plc | 30,000 | $79.2 萬 | 0.01% | 00.0% | 不變 |
| UniSuper Management Pty Ltd | 30,103 | $79.4 萬 | 0.00% | −37,611−55.5% | 減碼 |
| Crossmark Global Holdings, Inc. | 30,296 | $80.0 萬 | 0.01% | +768+2.6% | 加碼 |
| F/M Investments LLC | 31,360 | $82.8 萬 | 0.04% | −168−0.5% | 減碼 |
| Quantbot Technologies LP | 31,367 | $82.8 萬 | 0.03% | −20,810−39.9% | 減碼 |
| Guinness Asset Management LTD | 31,472 | $83.1 萬 | 0.01% | −5,561−15.0% | 減碼 |
| Sciencast Management LP | 32,002 | $84.5 萬 | 0.18% | +32,002 | 新進 |
| Sanctuary Advisors, LLC | 32,340 | $85.3 萬 | 0.00% | −1,034−3.1% | 減碼 |
| Polymer Capital Management (US) LLC | 32,650 | $86.2 萬 | 0.13% | −2,584−7.3% | 減碼 |
| Bull Harbor Capital LLC | 32,939 | $86.9 萬 | 0.17% | +6,868+26.3% | 加碼 |
| AlphaGrep UK Ltd | 33,812 | $89.2 萬 | 0.27% | +16,276+92.8% | 加碼 |
| Mizuho Securities USA LLC | 34,705 | $91.6 萬 | 0.01% | +7,863+29.3% | 加碼 |
| HB Wealth Management, LLC | 35,100 | $92.6 萬 | 0.01% | +9,571+37.5% | 加碼 |
| Retirement Planning Co of New England, Inc. | 35,134 | $92.7 萬 | 0.33% | −767−2.1% | 減碼 |
| Wealthcare Advisory Partners LLC | 35,255 | $93.0 萬 | 0.02% | −2,285−6.1% | 減碼 |
| Chicago Partners Investment Group LLC | 31,414 | $93.6 萬 | 0.02% | +4,504+16.7% | 加碼 |
| IMC-Chicago, LLC | 36,328 | $95.9 萬 | 0.01% | +36,328 | 新進 |
| Twin Capital Management Inc | 36,702 | $96.9 萬 | 0.11% | +714+2.0% | 加碼 |
| Advisory Services Network, LLC | 36,731 | $96.9 萬 | 0.01% | +9,257+33.7% | 加碼 |
| Advisor Group Holdings, Inc. | 37,198 | $98.2 萬 | 0.00% | −4,628−11.1% | 減碼 |
| Brevan Howard Capital Management LP | 37,483 | $98.9 萬 | 0.01% | +37,483 | 新進 |
| Maltese Capital Management LLC | 37,500 | $99.0 萬 | 0.18% | +17,500+87.5% | 加碼 |
| Private Advisor Group, LLC | 37,535 | $99.1 萬 | 0.00% | +1,834+5.1% | 加碼 |
| Axq Capital, LP | 37,631 | $99.3 萬 | 0.11% | −20,959−35.8% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 37,710 | $99.5 萬 | 0.00% | −142,457−79.1% | 減碼 |
| Sandler Capital Management | 37,987 | $100.2 萬 | 0.59% | +37,987 | 新進 |
| Daiwa Securities Group Inc. | 38,335 | $101.2 萬 | 0.00% | +2,145+5.9% | 加碼 |
| Federation des caisses Desjardins du Quebec | 38,502 | $101.6 萬 | 0.00% | −828−2.1% | 減碼 |
| Magnetar Financial LLC | 38,712 | $102.2 萬 | 0.01% | −4,504−10.4% | 減碼 |
| GAMMA Investing LLC | 39,656 | $104.7 萬 | 0.04% | +1,799+4.8% | 加碼 |
| Integrated Wealth Concepts LLC | 39,679 | $104.7 萬 | 0.01% | −652−1.6% | 減碼 |
| American Century Companies Inc | 40,213 | $106.1 萬 | 0.00% | −8,185−16.9% | 減碼 |
| Neo Ivy Capital Management | 40,325 | $106.4 萬 | 0.25% | +1,190+3.0% | 加碼 |