IVZ 机构持仓
Invesco · SEC 13F
数据截至 2026Q1 · SEC EDGAR 13F
季度变化
2025Q4 → 2026Q1
↑ 新进机构 (5)
PNC FINANCIAL SERVICES GROUP, INC. $3.5B
Kentucky Farm Bureau Mutual Insurance Co $1.4B
VANGUARD CAPITAL MANAGEMENT LLC $1.4B
INDEPENDENT FINANCIAL GROUP, LLC $1.0B
HSBC HOLDINGS PLC $753M
↑ 增持 (5)
PEAK6 LLC +6423158.4%
Topor & Co. Korea +195882.9%
IFC & Insurance Marketing, Inc. +185245.0%
LaSalle St. Investment Advisors, LLC +180239.3%
Arete Wealth Advisors, LLC +145969.7%
↓ 减持 (5)
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL -99.9%
Deseret Mutual Benefit Administrators -99.9%
PAYDEN & RYGEL -99.8%
Financially Speaking Inc -99.8%
CDKV HOLDINGS LLC -99.7%
↓ 退出机构 (5)
PNC Financial Services Group, Inc. $3.7B
VANGUARD GROUP INC $1.4B
Global Retirement Partners, LLC $268M
CIBC Private Wealth Group LLC $258M
TUCKER ASSET MANAGEMENT LLC $245M
完整持仓明细（前 100）
| 排名 | 机构 | 持股数 | 市值 |
|---|---|---|---|
| 1 | MORGAN STANLEY | 1.01B | $92.4B |
| 2 | BANK OF AMERICA CORP /DE/ | 373.9M | $26.3B |
| 3 | LPL Financial LLC | 287.2M | $21.5B |
| 4 | GOLDMAN SACHS GROUP INC | 92.2M | $13.3B |
| 5 | Invesco Ltd. | 230.1M | $12.8B |
| 6 | BARCLAYS PLC | 99.3M | $11.8B |
| 7 | WELLS FARGO & COMPANY/MN | 254.1M | $11.5B |
| 8 | UBS Group AG | 147.5M | $9.7B |
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 60.4M | $9.4B |
| 10 | RAYMOND JAMES FINANCIAL INC | 118.9M | $8.0B |
| 11 | AMERIPRISE FINANCIAL INC | 81.2M | $6.9B |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 73.1M | $6.7B |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15.8M | $5.2B |
| 14 | ROYAL BANK OF CANADA | 55.7M | $5.1B |
| 15 | JPMORGAN CHASE & CO | 44.9M | $4.5B |
| 16 | Cetera Investment Advisers | 46.0M | $4.1B |
| 17 | OSAIC HOLDINGS, INC. | 49.7M | $3.8B |
| 18 | PNC FINANCIAL SERVICES GROUP, INC. | 28.8M | $3.5B |
| 19 | Lido Advisors, LLC | 150.0M | $3.3B |
| 20 | National Pension Service | 47.4M | $3.1B |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | 30.1M | $2.8B |
| 22 | Rockefeller Capital Management L.P. | 21.1M | $2.6B |
| 23 | JONES FINANCIAL COMPANIES LLLP | 27.1M | $2.4B |
| 24 | HighTower Advisors, LLC | 28.3M | $2.2B |
| 25 | CITIGROUP INC | 11.8M | $2.1B |
| 26 | FMR LLC | 19.2M | $2.0B |
| 27 | MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 81.3M | $2.0B |
| 28 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 57.0M | $1.9B |
| 29 | STIFEL FINANCIAL CORP | 25.9M | $1.9B |
| 30 | Bank of New York Mellon Corp | 35.0M | $1.8B |
| 31 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 4.3M | $1.8B |
| 32 | National Mutual Insurance Federation of Agricultural Cooperatives | 4.5M | $1.7B |
| 33 | TRUIST FINANCIAL CORP | 12.7M | $1.6B |
| 34 | Varma Mutual Pension Insurance Co | 45.3M | $1.6B |
| 35 | VANTAGEPOINT INVESTMENT ADVISERS LLC | 12.6M | $1.6B |
| 36 | BlackRock, Inc. | 64.3M | $1.5B |
| 37 | JANE STREET GROUP, LLC | 15.9M | $1.5B |
| 38 | STATE OF WISCONSIN INVESTMENT BOARD | 13.1M | $1.4B |
| 39 | Kentucky Farm Bureau Mutual Insurance Co | 5.3M | $1.4B |
| 40 | VANGUARD CAPITAL MANAGEMENT LLC | 62.7M | $1.4B |
| 41 | Private Advisor Group, LLC | 17.5M | $1.4B |
| 42 | MML INVESTORS SERVICES, LLC | 19.5M | $1.4B |
| 43 | Mariner, LLC | 11.8M | $1.3B |
| 44 | Cerity Partners LLC | 8.7M | $1.3B |
| 45 | First Command Advisory Services, Inc. | 7.2M | $1.3B |
| 46 | Equitable Holdings, Inc. | 14.8M | $1.3B |
| 47 | SHANDA ASSET MANAGEMENT HOLDINGS Ltd | 2.2M | $1.3B |
| 48 | CWM, LLC | 15.4M | $1.3B |
| 49 | BNP PARIBAS FINANCIAL MARKETS | 12.2M | $1.2B |
| 50 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 21.1M | $1.2B |
| 51 | Fisher Asset Management, LLC | 8.4M | $1.2B |
| 52 | MEITAV INVESTMENT HOUSE LTD | 5.8M | $1.2B |
| 53 | Kestra Advisory Services, LLC | 12.5M | $1.2B |
| 54 | BANK OF MONTREAL /CAN/ | 6.5M | $1.1B |
| 55 | Cresset Asset Management, LLC | 7.1M | $1.1B |
| 56 | TEXAS PERMANENT SCHOOL FUND CORP | 5.5M | $1.0B |
| 57 | INDEPENDENT FINANCIAL GROUP, LLC | 10.4M | $1.0B |
| 58 | US BANCORP \DE\ | 3.3M | $1.0B |
| 59 | TWO SIGMA INVESTMENTS, LP | 11.5M | $1.0B |
| 60 | CIBC WORLD MARKET INC. | 4.2M | $982M |
| 61 | MILLENNIUM MANAGEMENT LLC | 22.8M | $905M |
| 62 | Aptus Capital Advisors, LLC | 40.5M | $886M |
| 63 | Brevan Howard Capital Management LP | 1.6M | $859M |
| 64 | Independent Advisor Alliance | 13.7M | $842M |
| 65 | MAI Capital Management | 19.3M | $826M |
| 66 | ALKEON CAPITAL MANAGEMENT LLC | 1.3M | $765M |
| 67 | HSBC HOLDINGS PLC | 6.2M | $753M |
| 68 | Empower Advisory Group, LLC | 35.3M | $739M |
| 69 | Hancock Prospecting Pty Ltd | 1.3M | $737M |
| 70 | Japan Science & Technology Agency | 3.2M | $730M |
| 71 | Creative Planning | 6.9M | $729M |
| 72 | Focus Partners Wealth | 11.9M | $714M |
| 73 | Migdal Insurance & Financial Holdings Ltd. | 7.3M | $698M |
| 74 | Brookstone Capital Management | 14.3M | $694M |
| 75 | AQR CAPITAL MANAGEMENT LLC | 15.2M | $683M |
| 76 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 12.1M | $680M |
| 77 | MERCER GLOBAL ADVISORS INC /ADV | 10.9M | $676M |
| 78 | Connor, Clark & Lunn Investment Management Ltd. | 9.9M | $634M |
| 79 | TD Asset Management Inc | 3.9M | $617M |
| 80 | Wealthfront Advisers LLC | 18.6M | $608M |
| 81 | BLAIR WILLIAM & CO/IL | 3.4M | $581M |
| 82 | NISSAY ASSET MANAGEMENT CORP /JAPAN | 1.5M | $576M |
| 83 | STATE STREET CORP | 27.0M | $572M |
| 84 | CAPTRUST FINANCIAL ADVISORS | 9.4M | $568M |
| 85 | Baird Financial Group, Inc. | 11.1M | $553M |
| 86 | Clearstead Advisors, LLC | 18.7M | $548M |
| 87 | Fusion Family Wealth, LLC | 8.6M | $526M |
| 88 | DIMENSIONAL FUND ADVISORS LP | 21.4M | $519M |
| 89 | BARINGS LLC | 939K | $512M |
| 90 | Norinchukin Bank, The | 1.4M | $495M |
| 91 | Corient Private Wealth LLC | 6.8M | $485M |
| 92 | Steward Partners Investment Advisory, LLC | 4.8M | $484M |
| 93 | AIA Group Ltd | 828K | $478M |
| 94 | VANGUARD PORTFOLIO MANAGEMENT LLC | 19.8M | $472M |
| 95 | Waverly Advisors, LLC | 7.4M | $463M |
| 96 | Artemis Wealth Advisors, LLC | 728K | $460M |
| 97 | Howard Capital Management Inc. | 2.8M | $457M |
| 98 | Fiera Capital Corp | 1.6M | $451M |
| 99 | WELLINGTON MANAGEMENT GROUP LLP | 16.6M | $447M |
| 100 | Kensington Asset Management, LLC | 903K | $436M |
数据来源：SEC EDGAR Form 13F · 更新于 2026-07-09