IVZ
Invesco Ltd.
+0.47 (+1.55%)30.55USD807K成交股數13.5B市值–本益比(近四季)1.9股價營收比+20.5%營收年增(近四季)2026-10-27下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 0 · 0 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 5 · 7.2M · 4 |
| 其中 10b5-1 計畫賣出 | 0 筆 |
| 近 180 天 買進 · 賣出金額 | 0 · 7.2M |
| 近 180 天 淨額 | −7.2M |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-09-11 | 09-14 | WOOD PHOEBE A | Director | S 公開市場賣出 | 3.0K | 32.44 | 97K | 107K | SEC |
| 2026-09-09 | 09-10 | Lo Andrew Tak Shing | Senior Managing Director | S 公開市場賣出 | 101K | 32.20 | 3.2M | 812K | SEC |
| 2026-09-09 | 09-10 | Butcher Stephanie | Senior Managing Director | S 公開市場賣出 | 45.1K | 32.28 | 1.5M | 10.2K | SEC |
| 2026-09-08 | 09-10 | Lo Andrew Tak Shing | Senior Managing Director | S 公開市場賣出 | 42.5K | 32.85 | 1.4M | 913K | SEC |
| 2026-09-04 | 09-09 | DUKES LAURA ALLISON | Chief Financial Officer | S 公開市場賣出 | 31.1K | 33.16 | 1.0M | 259K | SEC |
| 2026-09-04 | 09-09 | DUKES LAURA ALLISON | Chief Financial Officer | G 贈與 | 7.6K | – | – | 252K | SEC |
| 2026-08-31 | 09-02 | Sharp Douglas J | Senior Managing Director | A 獲配股票 | 22.6K | – | – | 88.4K | SEC |
| 2026-08-31 | 09-02 | Sharp Douglas J | Senior Managing Director | F 繳稅扣股 | 10.4K | 32.78 | 340K | 65.7K | SEC |
| 2026-08-31 | 09-02 | Butcher Stephanie | Senior Managing Director | F 繳稅扣股 | 9.8K | 32.78 | 320K | 55.3K | SEC |
| 2026-08-31 | 09-02 | Butcher Stephanie | Senior Managing Director | F 繳稅扣股 | 12.0K | 32.78 | 393K | 34.1K | SEC |
| 2026-08-31 | 09-02 | Butcher Stephanie | Senior Managing Director | A 獲配股票 | 20.8K | – | – | 65.1K | SEC |
| 2026-08-31 | 09-02 | Butcher Stephanie | Senior Managing Director | A 獲配股票 | 25.5K | – | – | 46.1K | SEC |
| 2026-08-31 | 09-02 | Sharp Douglas J | Senior Managing Director | F 繳稅扣股 | 6.3K | 32.78 | 208K | 47.3K | SEC |
| 2026-08-31 | 09-02 | Sharp Douglas J | Senior Managing Director | A 獲配股票 | 11.9K | – | – | 59.2K | SEC |
| 2026-08-31 | 09-02 | Sharp Douglas J | Senior Managing Director | A 獲配股票 | 13.5K | – | – | 53.7K | SEC |
| 2026-08-31 | 09-02 | Sharp Douglas J | Senior Managing Director | A 獲配股票 | 22.4K | – | – | 76.1K | SEC |
| 2026-08-31 | 09-02 | Butcher Stephanie | Senior Managing Director | A 獲配股票 | 19.2K | – | – | 53.3K | SEC |
| 2026-08-31 | 09-02 | Sharp Douglas J | Senior Managing Director | F 繳稅扣股 | 5.5K | 32.78 | 181K | 53.7K | SEC |
| 2026-08-31 | 09-02 | Butcher Stephanie | Senior Managing Director | F 繳稅扣股 | 9.0K | 32.78 | 296K | 44.3K | SEC |
| 2026-07-02 | 07-07 | DUKES LAURA ALLISON | Chief Financial Officer | F 繳稅扣股 | 52.0K | 27.01 | 1.4M | 290K | SEC |
| 2026-07-02 | 07-07 | Schlossberg Andrew | President and CEO | F 繳稅扣股 | 156K | 27.01 | 4.2M | 743K | SEC |
| 2026-07-02 | 07-07 | Lo Andrew Tak Shing | Senior Managing Director | M 選擇權執行 | 117K | – | – | 956K | SEC |
| 2026-07-02 | 07-07 | Kupor Jeffrey H | Senior Managing Director | F 繳稅扣股 | 26.0K | 27.01 | 702K | 126K | SEC |
| 2026-05-15 | 05-19 | Beshar Sarah | Director | A 獲配股票 | 8.1K | – | – | 115K | SEC |
| 2026-05-15 | 05-19 | Glavin William Francis Jr | Director | A 獲配股票 | 8.1K | – | – | 81.1K | SEC |
| 2026-05-15 | 05-19 | WOOD PHOEBE A | Director | A 獲配股票 | 8.1K | – | – | 110K | SEC |
| 2026-05-15 | 05-19 | GIBBONS THOMAS P | Director | A 獲配股票 | 8.1K | – | – | 47.2K | SEC |
| 2026-05-15 | 05-19 | Finke Thomas M | Director | A 獲配股票 | 8.1K | – | – | 64.2K | SEC |
| 2026-05-15 | 05-19 | WOMACK CHRISTOPHER C | Director | A 獲配股票 | 8.1K | – | – | 59.9K | SEC |
| 2026-05-15 | 05-19 | Sheinwald Nigel | Director | A 獲配股票 | 8.1K | – | – | 102K | SEC |
| 2026-05-15 | 05-19 | WAGONER G RICHARD JR | Director | A 獲配股票 | 8.1K | – | – | 108K | SEC |
| 2026-05-15 | 05-19 | Johnson Elizabeth S. | Director | A 獲配股票 | 8.1K | – | – | 48.8K | SEC |
| 2026-05-15 | 05-19 | Tolliver Paula | Director | A 獲配股票 | 8.1K | – | – | 66.3K | SEC |
| 2026-03-13 | 03-17 | Smith Alan Leonard | SMD and CHRO | F 繳稅扣股 | 3.8K | 23.00 | 89K | 14.5K | SEC |
| 2026-03-13 | 03-17 | Smith Alan Leonard | SMD and CHRO | A 獲配股票 | 8.6K | – | – | 18.3K | SEC |
| 2026-02-28 | 03-03 | Butcher Stephanie | Senior Managing Director | F 繳稅扣股 | 9.2K | 26.26 | 243K | 20.6K | SEC |
| 2026-02-28 | 03-03 | Wong Tony | Senior Managing Director | F 繳稅扣股 | 17.9K | 26.26 | 469K | 127K | SEC |
| 2026-02-28 | 03-03 | Wong Tony | Senior Managing Director | A 獲配股票 | 16.6K | – | – | 145K | SEC |
| 2026-02-28 | 03-03 | Smith Alan Leonard | SMD and CHRO | F 繳稅扣股 | 4.0K | 26.26 | 105K | 9.7K | SEC |
| 2026-02-28 | 03-03 | Smith Alan Leonard | SMD and CHRO | A 獲配股票 | 8.9K | – | – | 13.7K | SEC |
| 2026-02-28 | 03-03 | Vacheron Terry | Chief Accounting Officer | F 繳稅扣股 | 2.9K | 26.26 | 75K | 19.6K | SEC |
| 2026-02-28 | 03-03 | Vacheron Terry | Chief Accounting Officer | A 獲配股票 | 2.5K | – | – | 20.2K | SEC |
| 2026-02-28 | 03-03 | Sharp Douglas J | Senior Managing Director | F 繳稅扣股 | 21.7K | 26.26 | 569K | 40.1K | SEC |
| 2026-02-28 | 03-03 | Sharp Douglas J | Senior Managing Director | A 獲配股票 | 46.1K | – | – | 61.8K | SEC |
| 2026-02-28 | 03-03 | Kupor Jeffrey H | Senior Managing Director | F 繳稅扣股 | 7.1K | 26.26 | 187K | 152K | SEC |
| 2026-02-28 | 03-03 | Kupor Jeffrey H | Senior Managing Director | A 獲配股票 | 6.1K | – | – | 159K | SEC |
| 2026-02-28 | 03-03 | Kupor Jeffrey H | Senior Managing Director | A 獲配股票 | 5.0K | – | – | 153K | SEC |
| 2026-02-28 | 03-03 | DUKES LAURA ALLISON | Chief Financial Officer | F 繳稅扣股 | 58.1K | 26.26 | 1.5M | 342K | SEC |
| 2026-02-28 | 03-03 | DUKES LAURA ALLISON | Chief Financial Officer | A 獲配股票 | 26.4K | – | – | 400K | SEC |
| 2026-02-28 | 03-03 | DUKES LAURA ALLISON | Chief Financial Officer | A 獲配股票 | 17.7K | – | – | 374K | SEC |
| 2026-02-28 | 03-03 | DUKES LAURA ALLISON | Chief Financial Officer | A 獲配股票 | 63.1K | – | – | 356K | SEC |
| 2026-02-28 | 03-03 | Schlossberg Andrew | President and CEO | F 繳稅扣股 | 94.0K | 26.26 | 2.5M | 899K | SEC |
| 2026-02-28 | 03-03 | Schlossberg Andrew | President and CEO | A 獲配股票 | 54.9K | – | – | 993K | SEC |
| 2026-02-28 | 03-03 | Vacheron Terry | Chief Accounting Officer | A 獲配股票 | 2.3K | – | – | 22.4K | SEC |
| 2026-02-28 | 03-03 | Schlossberg Andrew | President and CEO | A 獲配股票 | 42.7K | – | – | 938K | SEC |
| 2026-02-28 | 03-03 | Schlossberg Andrew | President and CEO | A 獲配股票 | 81.0K | – | – | 895K | SEC |
| 2026-02-28 | 03-03 | Lo Andrew Tak Shing | Senior Managing Director | A 獲配股票 | 18.1K | – | – | 839K | SEC |
| 2026-02-28 | 03-03 | Wong Tony | Senior Managing Director | A 獲配股票 | 15.3K | – | – | 128K | SEC |
| 2026-02-28 | 03-03 | Lo Andrew Tak Shing | Senior Managing Director | A 獲配股票 | 17.9K | – | – | 821K | SEC |
| 2026-02-28 | 03-03 | Lo Andrew Tak Shing | Senior Managing Director | A 獲配股票 | 16.5K | – | – | 705K | SEC |
| 2026-02-28 | 03-03 | JOHNSTON SHANNON A | SMD and CIOO | F 繳稅扣股 | 4.0K | 26.26 | 104K | 24.8K | SEC |
| 2026-02-28 | 03-03 | JOHNSTON SHANNON A | SMD and CIOO | A 獲配股票 | 8.9K | – | – | 28.8K | SEC |
| 2026-02-28 | 03-03 | Lo Andrew Tak Shing | Senior Managing Director | A 獲配股票 | 14.3K | – | – | 803K | SEC |
| 2026-02-28 | 03-03 | Lo Andrew Tak Shing | Senior Managing Director | A 獲配股票 | 83.4K | – | – | 789K | SEC |
| 2026-02-06 | 02-10 | Wong Tony | Senior Managing Director | F 繳稅扣股 | 40.1K | 26.82 | 1.1M | 113K | SEC |
| 2026-01-15 | 01-20 | Sharp Douglas J | Senior Managing Director | F 繳稅扣股 | 13.7K | 29.39 | 403K | 15.7K | SEC |
| 2026-01-15 | 01-20 | Sharp Douglas J | Senior Managing Director | A 獲配股票 | 29.2K | – | – | 29.4K | SEC |
| 2025-12-11 | 12-12 | Schlossberg Andrew | President and CEO | G 贈與 | 18.8K | – | – | 814K | SEC |
| 2025-10-31 | 11-03 | Sharp Douglas J | Senior Managing Director | S 公開市場賣出 | 160K | 23.56 | 3.8M | 192 | SEC |
| 2025-10-16 | 10-17 | JOHNSTON SHANNON A | SMD and CIOO | F 繳稅扣股 | 8.3K | 22.80 | 190K | 19.9K | SEC |
| 2025-10-16 | 10-17 | JOHNSTON SHANNON A | SMD and CIOO | A 獲配股票 | 28.2K | – | – | 28.2K | SEC |
| 2025-09-10 | 09-12 | Butcher Stephanie | Senior Managing Director | S 公開市場賣出 | 103K | 22.12 | 2.3M | 29.9K | SEC |
| 2025-08-31 | 09-02 | Sharp Douglas J | Senior Managing Director | F 繳稅扣股 | 10.5K | 21.89 | 231K | 160K | SEC |
| 2025-08-31 | 09-02 | Sharp Douglas J | Senior Managing Director | A 獲配股票 | 22.4K | – | – | 171K | SEC |
| 2025-08-31 | 09-02 | Sharp Douglas J | Senior Managing Director | F 繳稅扣股 | 5.6K | 21.89 | 122K | 148K | SEC |
| 2025-08-31 | 09-02 | Sharp Douglas J | Senior Managing Director | A 獲配股票 | 11.9K | – | – | 154K | SEC |
| 2025-08-31 | 09-02 | Sharp Douglas J | Senior Managing Director | F 繳稅扣股 | 6.4K | 21.89 | 139K | 142K | SEC |
| 2025-08-31 | 09-02 | Sharp Douglas J | Senior Managing Director | A 獲配股票 | 13.5K | – | – | 148K | SEC |
| 2025-08-31 | 09-02 | Sharp Douglas J | Senior Managing Director | F 繳稅扣股 | 4.1K | 21.89 | 90K | 135K | SEC |
| 2025-08-31 | 09-02 | Sharp Douglas J | Senior Managing Director | A 獲配股票 | 8.7K | – | – | 139K | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 81.3M | 2.1B | 不變 | 持平 |
| BlackRock, Inc. | 38.7M | 1.0B | −34.1K (-0%) | 減碼 |
| VANGUARD CAPITAL MANAGEMENT LLC | 28.1M | 742M | +139K (+0%) | 加碼 |
| DIMENSIONAL FUND ADVISORS LP | 21.7M | 573M | +356K (+2%) | 加碼 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 18.5M | 487M | −804K (-4%) | 減碼 |
| STATE STREET CORP | 16.8M | 443M | +87.9K (+1%) | 加碼 |
| 千禧 MILLENNIUM MANAGEMENT LLC | 15.7M | 414M | −6.0M (-28%) | 減碼 |
| AQR CAPITAL MANAGEMENT LLC | 12.6M | 333M | +79.7K (+1%) | 加碼 |
| GEODE CAPITAL MANAGEMENT, LLC | 12.5M | 329M | −338K (-3%) | 減碼 |
| GOLDMAN SACHS GROUP INC | 11.1M | 294M | +605K (+6%) | 加碼 |
| Invesco Ltd. | 9.3M | 246M | −1.2M (-12%) | 減碼 |
| MORGAN STANLEY | 8.8M | 232M | +824K (+10%) | 加碼 |
| NORTHERN TRUST CORP | 6.1M | 160M | +53.0K (+1%) | 加碼 |
| Qube Research & Technologies Ltd | 5.3M | 141M | +2.8M (+107%) | 加碼 |
| 挪威主權基金 NORGES BANK | 5.2M | 138M | 新進 | 新進 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4.4M | 116M | −46.6K (-1%) | 減碼 |
| Amundi | 4.0M | 105M | +3.0M (+283%) | 加碼 |
| MACQUARIE GROUP LTD | 3.7M | 98.3M | +390K (+12%) | 加碼 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 3.7M | 97.8M | +182K (+5%) | 加碼 |
| 德劭 D. E. Shaw & Co., Inc. | 3.7M | 97.3M | +717K (+24%) | 加碼 |
| ALLIANCEBERNSTEIN L.P. | 3.5M | 84.1M | −1.4M (-28%) | 減碼 |
| UBS Group AG | 2.8M | 75.2M | −31.3K (-1%) | 減碼 |
| BARCLAYS PLC | 2.8M | 74.3M | +420K (+18%) | 加碼 |
| VANGUARD FIDUCIARY TRUST CO | 2.5M | 65.0M | −6.4K (-0%) | 減碼 |
| BANK OF AMERICA CORP /DE/ | 2.2M | 59.3M | −409K (-15%) | 減碼 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 668 +31 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 104 / 73 / 239 / 200 |
| 機構合計持股 · 佔流通股 | 425M · 96.3% |
| 合計季末市值 | 10.8B |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 12.4M |
|---|---|
| 與上期比 | +11.6% |
| 佔流通股數 | 2.80% |
| 日均成交量 | 3.5M |
| 回補天數 | 3.6 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 12.4M | +11.6% | 2.80% | 3.5M | 3.6 |
| 2026-08-14 | 11.1M | -32.1% | 2.51% | 5.0M | 2.2 |
| 2026-07-31 | 16.3M | -16.1% | 3.70% | 5.3M | 3.1 |
| 2026-07-15 | 19.5M | +6.5% | 4.41% | 4.6M | 4.3 |
| 2026-06-30 | 18.3M | +7.7% | 4.14% | 6.4M | 2.9 |
| 2026-06-15 | 17.0M | -11.8% | 3.85% | 5.3M | 3.2 |
| 2026-05-29 | 19.3M | +7.0% | 4.37% | 4.4M | 4.4 |
| 2026-05-15 | 18.0M | +1.6% | 4.08% | 4.5M | 4.0 |
| 2026-04-30 | 17.7M | -13.1% | 4.01% | 7.1M | 2.5 |
| 2026-04-15 | 20.4M | +14.0% | 4.62% | 6.2M | 3.3 |
| 2026-03-31 | 17.9M | +14.0% | 4.05% | 4.7M | 3.8 |
| 2026-03-13 | 15.7M | +4.9% | 3.55% | 5.9M | 2.7 |
| 2026-02-27 | 15.0M | -4.1% | 3.39% | 4.5M | 3.4 |
| 2026-02-13 | 15.6M | +3.1% | 3.53% | 7.1M | 2.2 |
| 2026-01-30 | 15.1M | +3.2% | 3.43% | 6.8M | 2.2 |
| 2026-01-15 | 14.7M | +13.3% | 3.32% | 6.0M | 2.4 |
| 2025-12-31 | 12.9M | -6.0% | 2.93% | 4.3M | 3.0 |
| 2025-12-15 | 13.8M | +7.8% | 3.12% | 6.5M | 2.1 |
| 2025-11-28 | 12.8M | +1.4% | 2.89% | 3.6M | 3.5 |
| 2025-11-14 | 12.6M | +7.6% | 2.85% | 4.0M | 3.2 |
| 2025-10-31 | 11.7M | -15.1% | 2.65% | 7.5M | 1.6 |
| 2025-10-15 | 13.8M | +1.3% | 3.12% | 4.5M | 3.0 |
| 2025-09-30 | 13.6M | +0.7% | 3.08% | 4.5M | 3.0 |
| 2025-09-15 | 13.5M | +3.7% | 3.06% | 3.7M | 3.6 |
| 2025-08-29 | 13.0M | -7.9% | 2.95% | 3.6M | 3.6 |
| 2025-08-15 | 14.1M | +0.7% | 3.20% | 5.2M | 2.7 |