INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 554 filers reported holding INVESCO LTD in Q2 2021. The put-call ratio across all filers is 0.83 and the average weighting 0.2%.
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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $467,442 | -25.5% | 32,193 | -13.8% | 0.01% | -12.5% |
Q2 2023 | $627,854 | +1.8% | 37,350 | -0.7% | 0.02% | 0.0% |
Q1 2023 | $616,804 | -8.0% | 37,610 | +1.0% | 0.02% | -15.8% |
Q4 2022 | $670,235 | +31.9% | 37,256 | +0.5% | 0.02% | +26.7% |
Q3 2022 | $508,000 | +16.0% | 37,081 | +36.4% | 0.02% | +50.0% |
Q2 2022 | $438,000 | -31.1% | 27,183 | -1.4% | 0.01% | -16.7% |
Q1 2022 | $636,000 | -2.0% | 27,571 | -2.2% | 0.01% | 0.0% |
Q4 2021 | $649,000 | -5.5% | 28,177 | -1.1% | 0.01% | -14.3% |
Q3 2021 | $687,000 | -19.5% | 28,488 | -10.7% | 0.01% | -17.6% |
Q2 2021 | $853,000 | +6.2% | 31,906 | +0.2% | 0.02% | 0.0% |
Q1 2021 | $803,000 | +39.4% | 31,845 | -3.6% | 0.02% | +30.8% |
Q4 2020 | $576,000 | – | 33,021 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
NATIONAL INVESTMENT SERVICES INC /WI | 99,552 | $2,543,000 | 2.90% |
Philadelphia Financial Management of San Francisco, LLC | 453,713 | $11,588,000 | 2.66% |
REINHART PARTNERS, LLC. | 946,687 | $24,178,000 | 2.42% |
SOUND SHORE MANAGEMENT INC /CT/ | 4,800,219 | $122,598,000 | 2.25% |
Nelson Capital Management, LLC | 197,759 | $5,051,000 | 1.90% |
WATERS PARKERSON & CO., LLC | 661,665 | $16,899,000 | 1.81% |
DSM CAPITAL PARTNERS LLC | 4,062,963 | $103,768,000 | 1.79% |
PORTLAND INVESTMENT COUNSEL INC. | 47,038 | $1,201,000 | 1.72% |
SIRIOS CAPITAL MANAGEMENT L P | 1,387,871 | $35,446,000 | 1.70% |
First Long Island Investors, LLC | 333,333 | $8,513,000 | 1.58% |