Edinburgh Partners - INVESCO LTD ownership

INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 483 filers reported holding INVESCO LTD in Q3 2023. The put-call ratio across all filers is 2.43 and the average weighting 0.1%.

About INVESCO LTD

Invesco Ltd is a global investment management company that offers a wide range of financial products and services to clients around the world. With over $1.4 trillion in assets under management, Invesco is one of the largest investment managers in the world.

The company was founded in 1935 and has since grown to become a leading provider of investment solutions to individuals, institutions, and financial intermediaries. Invesco operates in more than 20 countries and has a team of over 7,000 employees.

Invesco's investment philosophy is based on a commitment to active management and a focus on delivering consistent, long-term results for clients. The company offers a broad range of investment strategies across equities, fixed income, and alternative investments.

In recent years, Invesco has made a number of strategic acquisitions to expand its capabilities and reach. In 2018, the company acquired OppenheimerFunds, a leading provider of mutual funds and ETFs. This acquisition has helped to strengthen Invesco's position in the US market and broaden its product offerings.

Overall, Invesco is a well-respected investment management company with a strong track record of delivering results for clients. With a global presence and a commitment to active management, Invesco is well-positioned to continue to grow and succeed in the years ahead.

It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.

Quarter-by-quarter ownership
Edinburgh Partners ownership history of INVESCO LTD
ValueSharesWeighting
Q1 2018$27,000
-12.9%
8470.0%0.01%
+50.0%
Q4 2017$31,000
+3.3%
8470.0%0.01%
+14.3%
Q3 2017$30,000
-70.6%
847
-70.9%
0.01%
-75.0%
Q2 2017$102,000
+14.6%
2,9070.0%0.03%
+33.3%
Q1 2017$89,000
+1.1%
2,9070.0%0.02%
+10.5%
Q4 2016$88,000
-3.3%
2,9070.0%0.02%
+11.8%
Q3 2016$91,000
+23.0%
2,9070.0%0.02%
+54.5%
Q2 2016$74,000
-16.9%
2,9070.0%0.01%
+10.0%
Q1 2016$89,000
-8.2%
2,9070.0%0.01%0.0%
Q4 2015$97,000
+51.6%
2,907
+41.1%
0.01%
+42.9%
Q3 2015$64,000
-16.9%
2,0600.0%0.01%
-12.5%
Q2 2015$77,000
-6.1%
2,0600.0%0.01%
-20.0%
Q1 2015$82,000
+1.2%
2,0600.0%0.01%
+11.1%
Q4 2014$81,000
+1.2%
2,0600.0%0.01%0.0%
Q3 2014$80,000
+1.3%
2,0600.0%0.01%
+12.5%
Q2 2014$79,000
+3.9%
2,0600.0%0.01%
+33.3%
Q1 2014$76,000
+1.3%
2,0600.0%0.01%0.0%
Q4 2013$75,000
+87.5%
2,060
+62.5%
0.01%
+100.0%
Q3 2013$40,000
-2.4%
1,2680.0%0.00%
+50.0%
Q2 2013$41,0001,2680.00%
Other shareholders
INVESCO LTD shareholders Q3 2023
NameSharesValueWeighting ↓
TRIAN FUND MANAGEMENT, L.P. 36,755,775$955,650,00011.88%
Applied Fundamental Research, LLC 622,873$15,827,0008.45%
CONTINENTAL ADVISORS LLC 343,917$8,292,0003.52%
Kiltearn Partners LLP 3,393,577$81,819,0003.38%
Insight Folios Inc 231,638$5,585,0003.07%
Cambridge Financial Group, Inc. 262,835$6,336,952,0002.79%
Full18 Capital LLC 274,732$6,624,0002.67%
VALUEWORKS LLC 258,760$6,239,0002.66%
AMJ Financial Wealth Management 227,141$5,476,0002.24%
Azora Capital LP 743,531$17,927,0002.13%
View complete list of INVESCO LTD shareholders