AQR Capital Management - INVESCO LTD ownership

INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 510 filers reported holding INVESCO LTD in Q2 2022. The put-call ratio across all filers is 2.67 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
AQR Capital Management ownership history of INVESCO LTD
ValueSharesWeighting
Q3 2023$33,919,199
+31.4%
2,336,033
+52.1%
0.07%
+27.3%
Q2 2023$25,821,095
-29.9%
1,536,056
-32.5%
0.06%
-32.1%
Q1 2023$36,816,761
+58.5%
2,276,856
+76.0%
0.08%
+52.8%
Q4 2022$23,234,853
+6.0%
1,293,700
-19.2%
0.05%0.0%
Q3 2022$21,928,000
-55.2%
1,600,592
-48.6%
0.05%
-52.3%
Q2 2022$48,957,000
-18.2%
3,116,267
+20.0%
0.11%
-2.6%
Q1 2022$59,872,000
+88.4%
2,596,365
+88.1%
0.11%
+96.6%
Q4 2021$31,778,000
+46.7%
1,380,438
+53.7%
0.06%
+45.0%
Q3 2021$21,659,000
+38.4%
898,356
+52.0%
0.04%
+48.1%
Q2 2021$15,652,000
+44.2%
590,879
+37.3%
0.03%
+50.0%
Q1 2021$10,853,000
+411.0%
430,316
+248.6%
0.02%
+350.0%
Q4 2020$2,124,000
-79.5%
123,441
-86.4%
0.00%
-77.8%
Q3 2020$10,366,000
+5.2%
908,509
-3.0%
0.02%
+12.5%
Q2 2020$9,850,000
+872.4%
936,278
+739.5%
0.02%
+700.0%
Q1 2020$1,013,000
-21.0%
111,531
+56.4%
0.00%
+100.0%
Q4 2019$1,282,000
+331.6%
71,314
+307.2%
0.00%
Q3 2019$297,000
-69.1%
17,515
-62.7%
0.00%
-100.0%
Q2 2019$961,000
-22.2%
46,959
-26.6%
0.00%0.0%
Q1 2019$1,236,000
+116.8%
63,999
+88.0%
0.00%0.0%
Q4 2018$570,000
-50.9%
34,039
-32.9%
0.00%0.0%
Q3 2018$1,160,000
-96.8%
50,702
-96.3%
0.00%
-97.3%
Q2 2018$36,294,000
+3.3%
1,366,490
+24.4%
0.04%
-2.6%
Q1 2018$35,149,000
+46.4%
1,098,049
+67.1%
0.04%
+52.0%
Q4 2017$24,006,000
-62.0%
656,988
-63.5%
0.02%
-66.7%
Q3 2017$63,129,000
+34.1%
1,801,637
+34.6%
0.08%
+21.0%
Q2 2017$47,091,000
+71.9%
1,338,185
+49.6%
0.06%
+72.2%
Q1 2017$27,395,000
-9.1%
894,374
-9.9%
0.04%
-14.3%
Q4 2016$30,130,000
-16.9%
993,081
-14.4%
0.04%
-25.0%
Q3 2016$36,265,000
-2.6%
1,159,730
-20.4%
0.06%
-15.2%
Q2 2016$37,229,000
-0.2%
1,457,669
+20.2%
0.07%
-1.5%
Q1 2016$37,307,000
-27.4%
1,212,461
-21.0%
0.07%
-25.6%
Q4 2015$51,403,000
+33.8%
1,535,324
+24.8%
0.09%
+16.9%
Q3 2015$38,419,000
-13.1%
1,230,211
+4.3%
0.08%
-12.5%
Q2 2015$44,221,000
+259.6%
1,179,546
+280.8%
0.09%
+214.3%
Q1 2015$12,296,000
+130.7%
309,789
+129.7%
0.03%
+154.5%
Q4 2014$5,331,000
-69.4%
134,889
-71.8%
0.01%
-78.8%
Q4 2013$17,425,000
-11.7%
478,700
-22.6%
0.05%
-25.7%
Q3 2013$19,727,000
-22.2%
618,400
-22.5%
0.07%
-22.2%
Q2 2013$25,360,000
-14.9%
797,500
-30.2%
0.09%
-29.7%
Q4 2012$29,799,0001,142,1760.13%
Other shareholders
INVESCO LTD shareholders Q2 2022
NameSharesValueWeighting ↓
TRIAN FUND MANAGEMENT, L.P. 45,473,859$1,182,320,00015.85%
Applied Fundamental Research, LLC 572,850$13,187,0006.34%
CONTINENTAL ADVISORS LLC 330,917$7,618,0003.21%
Full18 Capital LLC 251,443$6,389,0002.71%
Kiltearn Partners LLP 2,700,877$62,174,0002.57%
Insight Folios Inc 231,912$5,339,0002.50%
Cambridge Financial Group, Inc. 270,760$6,232,895,0002.45%
VALUEWORKS LLC 256,811$5,912,0002.34%
Olstein Capital Management, L.P. 746,900$17,194,0002.05%
Poehling Capital Management, INC. 237,769$5,473,0001.77%
View complete list of INVESCO LTD shareholders