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 |
|---|---|---|---|---|---|
| Alps Advisors Inc | 40,345 | $106.5 萬 | 0.00% | +40,345 | 新進 |
| Equitable Holdings, Inc. | 40,348 | $106.5 萬 | 0.01% | −1,119−2.7% | 減碼 |
| Ethic Inc. | 40,390 | $106.6 萬 | 0.01% | +3,139+8.4% | 加碼 |
| MAI Capital Management | 40,496 | $106.9 萬 | 0.00% | +18,242+82.0% | 加碼 |
| Pallas Capital Advisors LLC | 40,602 | $107.1 萬 | 0.03% | +500+1.2% | 加碼 |
| NorthCrest Asset Manangement, LLC | 37,710 | $107.9 萬 | 0.03% | +7,123+23.3% | 加碼 |
| Nordea Investment Management AB | 41,420 | $109.6 萬 | 0.00% | +41,420 | 新進 |
| Edgestream Partners, L.P. | 41,845 | $110.4 萬 | 0.03% | +29,001+225.8% | 加碼 |
| Vise Technologies, Inc. | 42,170 | $111.3 萬 | 0.01% | +28,988+219.9% | 加碼 |
| Friedenthal Financial | 43,011 | $113.5 萬 | 0.53% | −1,676−3.8% | 減碼 |
| Graham Capital Management, L.P. | 43,197 | $114.0 萬 | 0.03% | +43,197 | 新進 |
| Buckingham Strategic Partners | 43,316 | $114.3 萬 | 0.01% | −6,737−13.5% | 減碼 |
| State of Alaska, Department of Revenue | 43,435 | $114.6 萬 | 0.01% | −799−1.8% | 減碼 |
| Xponance, Inc. | 43,466 | $114.7 萬 | 0.01% | +197+0.5% | 加碼 |
| Kestra Private Wealth Services, LLC | 43,648 | $115.2 萬 | 0.01% | −244−0.6% | 減碼 |
| Lecap Asset Management Ltd | 43,811 | $115.6 萬 | 0.50% | +43,811 | 新進 |
| O'Shaughnessy Asset Management, LLC | 44,504 | $117.4 萬 | 0.01% | −18,526−29.4% | 減碼 |
| Mutual of America Capital Management LLC | 44,866 | $118.4 萬 | 0.01% | −2,362−5.0% | 減碼 |
| American Financial Group Inc | 45,000 | $118.8 萬 | 0.42% | 00.0% | 不變 |
| Teacher Retirement System of Texas | 45,773 | $120.8 萬 | 0.00% | −21,895−32.4% | 減碼 |
| Campbell & CO Investment Adviser LLC | 46,151 | $121.8 萬 | 0.06% | +14,475+45.7% | 加碼 |
| Point Nemo Capital, LLC | 46,786 | $123.5 萬 | 0.63% | +46,786 | 新進 |
| Savant Capital, LLC | 46,598 | $123.6 萬 | 0.00% | −2,113−4.3% | 減碼 |
| Jackson Creek Investment Advisors LLC | 42,294 | $125.2 萬 | 0.41% | −5,978−12.4% | 減碼 |
| Fox Run Management, L.L.C. | 47,780 | $126.1 萬 | 0.21% | +37,343+357.8% | 加碼 |
| Aviance Capital Partners, LLC | 47,909 | $126.4 萬 | 0.13% | +1,104+2.4% | 加碼 |
| Commonwealth Equity Services, LLC | 49,133 | $129.7 萬 | 0.00% | −5,629−10.3% | 減碼 |
| Inceptionr LLC | 49,136 | $129.7 萬 | 0.32% | +27,878+131.1% | 加碼 |
| Yousif Capital Management, LLC | 49,388 | $130.3 萬 | 0.01% | −2,018−3.9% | 減碼 |
| Aquatic Capital Management LLC | 49,402 | $130.4 萬 | 0.04% | +49,402 | 新進 |
| Contravisory Investment Management, Inc. | 49,852 | $131.6 萬 | 0.23% | +882+1.8% | 加碼 |
| ARGA Investment Management, LP | 50,453 | $133.1 萬 | 0.03% | +132+0.3% | 加碼 |
| Parrish Capital LLC | 50,498 | $133.3 萬 | 1.28% | −7,928−13.6% | 減碼 |
| South Dakota Investment Council | 50,729 | $133.9 萬 | 0.02% | −8,150−13.8% | 減碼 |
| Advisory Research Inc | 50,775 | $134.0 萬 | 0.13% | +494+1.0% | 加碼 |
| Emerald Investment Advisers, LLC | 51,425 | $135.7 萬 | 0.09% | +24,432+90.5% | 加碼 |
| Ensign Peak Advisors, Inc | 52,382 | $138.2 萬 | 0.00% | +21,707+70.8% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 52,975 | $139.8 萬 | 0.00% | −1,197−2.2% | 減碼 |
| Oregon Public Employees Retirement Fund | 54,535 | $143.9 萬 | 0.02% | +3,700+7.3% | 加碼 |
| Foundations Investment Advisors, LLC | 55,044 | $145.3 萬 | 0.01% | −546−1.0% | 減碼 |
| Wealthstar Advisors, LLC | 56,000 | $147.8 萬 | 0.74% | +10,760+23.8% | 加碼 |
| Convergence Investment Partners, LLC | 56,209 | $148.3 萬 | 0.14% | −122,114−68.5% | 減碼 |
| Tudor Investment Corp Et Al | 56,260 | $148.5 萬 | 0.01% | −24,540−30.4% | 減碼 |
| Twin Tree Management, LP | 56,627 | $149.4 萬 | 0.23% | +53,402+1,655.9% | 加碼 |
| Buckley Wealth Management, LLC | 57,185 | $150.9 萬 | 0.37% | +225+0.4% | 加碼 |
| UBS Asset Management Americas Inc | 57,770 | $152.5 萬 | 0.00% | −947,631−94.3% | 減碼 |
| AE Wealth Management LLC | 58,037 | $153.2 萬 | 0.01% | +1,767+3.1% | 加碼 |
| Nisa Investment Advisors, LLC | 58,775 | $155.1 萬 | 0.00% | +1,952+3.4% | 加碼 |
| Sequoia Financial Advisors, LLC | 58,792 | $155.2 萬 | 0.01% | +18,451+45.7% | 加碼 |
| Brighton Jones LLC | 58,860 | $155.3 萬 | 0.03% | +86+0.1% | 加碼 |
| Vident Advisory, LLC | 61,408 | $162.1 萬 | 0.01% | +61,408 | 新進 |
| Greenwood Capital Associates LLC | 62,423 | $164.7 萬 | 0.16% | −3,729−5.6% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 62,587 | $165.2 萬 | 0.00% | −149,156−70.4% | 減碼 |
| Pacer Advisors, Inc. | 65,129 | $171.9 萬 | 0.00% | +42,936+193.5% | 加碼 |
| Allworth Financial LP | 65,251 | $172.2 萬 | 0.01% | +1,912+3.0% | 加碼 |
| MML Investors Services, LLC | 68,020 | $179.5 萬 | 0.00% | +14,561+27.2% | 加碼 |
| Rothschild Investment LLC | 68,083 | $179.7 萬 | 0.07% | +8,000+13.3% | 加碼 |
| Gold Investment Management Ltd. | 68,426 | $180.6 萬 | 0.49% | −591−0.9% | 減碼 |
| Walleye Capital LLC | 68,856 | $181.7 萬 | 0.01% | +63,581+1,205.3% | 加碼 |
| Summit Trail Advisors, LLC | 69,077 | $182.3 萬 | 0.02% | +7,513+12.2% | 加碼 |
| JustInvest LLC | 69,249 | $182.7 萬 | 0.01% | −2,613−3.6% | 減碼 |
| TD Waterhouse Canada Inc. | 68,455 | $183.9 萬 | 0.00% | +67,242+5,543.4% | 加碼 |
| Group One Trading, L.P. | 69,968 | $184.6 萬 | 0.05% | +52,613+303.2% | 加碼 |
| TD Asset Management Inc | 70,758 | $186.7 萬 | 0.00% | −6,796−8.8% | 減碼 |
| Cinctive Capital Management LP | 72,010 | $190.0 萬 | 0.08% | −105,871−59.5% | 減碼 |
| Amalgamated Bank | 72,890 | $192.4 萬 | 0.01% | −14,402−16.5% | 減碼 |
| Mork Capital Management, LLC | 73,400 | $193.7 萬 | 1.24% | 00.0% | 不變 |
| Highland Capital Management, LLC | 73,495 | $194.0 萬 | 0.09% | +100+0.1% | 加碼 |
| Pictet Asset Management Holding SA | 74,221 | $195.9 萬 | 0.00% | −3,611−4.6% | 減碼 |
| NEOS Investment Management LLC | 75,600 | $199.5 萬 | 0.01% | +5,926+8.5% | 加碼 |
| Merit Financial Group, LLC | 77,674 | $205.0 萬 | 0.01% | +28,293+57.3% | 加碼 |
| Havemeyer Place LP | 78,644 | $207.5 萬 | 0.20% | −51,575−39.6% | 減碼 |
| KLP Kapitalforvaltning AS | 80,500 | $212.4 萬 | 0.01% | −20,200−20.1% | 減碼 |
| KBC Group NV | 80,858 | $213.4 萬 | 0.00% | +39,258+94.4% | 加碼 |
| Voya Investment Management LLC | 80,966 | $213.7 萬 | 0.00% | −7,088−8.0% | 減碼 |
| Mackenzie Financial Corp | 82,799 | $218.5 萬 | 0.00% | −52,795−38.9% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 84,059 | $221.8 萬 | 0.00% | +50,999+154.3% | 加碼 |
| Assetmark, Inc | 84,989 | $224.3 萬 | 0.00% | +16,733+24.5% | 加碼 |
| Cozad Asset Management Inc | 85,921 | $226.7 萬 | 0.15% | +7,222+9.2% | 加碼 |
| Asset Management One Co.,Ltd. | 86,232 | $227.6 萬 | 0.01% | +5,945+7.4% | 加碼 |
| Wealthfront Advisers LLC | 86,439 | $228.1 萬 | 0.00% | −937−1.1% | 減碼 |
| Envestnet Asset Management Inc | 88,430 | $233.4 萬 | 0.00% | +14,411+19.5% | 加碼 |
| Neuberger Berman Group LLC | 88,607 | $233.8 萬 | 0.00% | +2,023+2.3% | 加碼 |
| Vanguard Investments Australia, Ltd. | 90,614 | $239.1 萬 | 0.01% | +485+0.5% | 加碼 |
| Baird Financial Group, Inc. | 90,755 | $239.5 萬 | 0.00% | −10,536−10.4% | 減碼 |
| Natixis Advisors, L.P. | 91,353 | $241.0 萬 | 0.00% | −4,712−4.9% | 減碼 |
| Continental Advisors LLC | 91,690 | $242.0 萬 | 1.42% | −6,000−6.1% | 減碼 |
| Northwestern Mutual Wealth Management Co | 91,820 | $242.3 萬 | 0.00% | +4,186+4.8% | 加碼 |
| Phillip James Consulting Co. | 88,120 | $242.9 萬 | 1.90% | +88,120 | 新進 |
| Retirement Systems of Alabama | 93,129 | $245.8 萬 | 0.01% | −1,157−1.2% | 減碼 |
| Janney Montgomery Scott LLC | 94,817 | $250.2 萬 | 0.00% | +12,109+14.6% | 加碼 |
| Schonfeld Strategic Advisors LLC | 95,061 | $250.9 萬 | 0.01% | −222,353−70.1% | 減碼 |
| Qsemble Capital Management, LP | 95,845 | $252.9 萬 | 0.32% | +95,845 | 新進 |
| Prevail Innovative Wealth Advisors, LLC | 96,506 | $254.7 萬 | 0.38% | +96,506 | 新進 |
| Harmony Asset Management LLC | 96,651 | $255.1 萬 | 0.68% | −1,493−1.5% | 減碼 |
| CIBC Asset Management Inc | 97,317 | $256.8 萬 | 0.01% | −2,136−2.1% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 97,912 | $258.4 萬 | 0.01% | −5,515−5.3% | 減碼 |
| Arizona State Retirement System | 98,079 | $258.8 萬 | 0.01% | +238+0.2% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 98,226 | $259.2 萬 | 0.00% | +9,957+11.3% | 加碼 |
| Pathstone Holdings, LLC | 99,318 | $262.1 萬 | 0.01% | −11,214−10.1% | 減碼 |