INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 503 filers reported holding INVESCO LTD in Q1 2023. The put-call ratio across all filers is 1.50 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $325,596 | -14.4% | 22,424 | -0.9% | 0.00% | -33.3% |
| Q2 2023 | $380,309 | -91.5% | 22,624 | -90.9% | 0.00% | -88.0% |
| Q4 2022 | $4,451,877 | +28.4% | 247,464 | +64.3% | 0.02% | +108.3% |
| Q4 2021 | $3,466,000 | -0.1% | 150,586 | +4.6% | 0.01% | 0.0% |
| Q3 2021 | $3,470,000 | +280.9% | 143,942 | +322.4% | 0.01% | +200.0% |
| Q2 2021 | $911,000 | -90.7% | 34,081 | -91.3% | 0.00% | -87.5% |
| Q1 2021 | $9,823,000 | -45.6% | 389,502 | -62.4% | 0.03% | -51.5% |
| Q4 2020 | $18,072,000 | +1994.1% | 1,036,837 | +1271.1% | 0.07% | +1000.0% |
| Q3 2020 | $863,000 | +342.6% | 75,622 | +252.1% | 0.01% | +200.0% |
| Q1 2020 | $195,000 | -84.4% | 21,477 | -69.2% | 0.00% | -75.0% |
| Q4 2019 | $1,252,000 | +32.3% | 69,801 | +24.9% | 0.01% | +33.3% |
| Q3 2019 | $946,000 | -53.3% | 55,870 | -43.6% | 0.01% | -62.5% |
| Q2 2019 | $2,025,000 | +20.9% | 98,992 | +14.4% | 0.02% | +45.5% |
| Q1 2019 | $1,675,000 | -54.5% | 86,497 | -46.3% | 0.01% | -47.6% |
| Q3 2018 | $3,685,000 | +83.1% | 161,065 | +112.6% | 0.02% | +90.9% |
| Q2 2018 | $2,013,000 | -50.6% | 75,776 | -41.1% | 0.01% | -56.0% |
| Q1 2018 | $4,071,000 | +80.9% | 128,553 | +108.8% | 0.02% | +47.1% |
| Q4 2017 | $2,250,000 | -0.5% | 61,582 | -4.6% | 0.02% | -19.0% |
| Q3 2017 | $2,261,000 | +186.2% | 64,525 | +187.5% | 0.02% | +133.3% |
| Q2 2017 | $790,000 | -54.1% | 22,447 | -60.1% | 0.01% | -57.1% |
| Q1 2017 | $1,721,000 | +262.3% | 56,197 | +258.9% | 0.02% | +320.0% |
| Q4 2016 | $475,000 | -48.0% | 15,660 | -46.4% | 0.01% | -54.5% |
| Q3 2016 | $914,000 | -50.1% | 29,226 | -59.3% | 0.01% | -67.6% |
| Q2 2016 | $1,833,000 | – | 71,762 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kiltearn Partners LLP | 7,127,910 | $224,387,000 | 5.45% |
| Cornerstone Capital, Inc. | 508,664 | $16,282,000 | 2.68% |
| REINHART PARTNERS, LLC. | 748,212 | $23,950,000 | 2.47% |
| Signature Wealth Management Group | 97,832 | $3,132,000 | 2.42% |
| WATERS PARKERSON & CO., LLC | 738,159 | $23,628,000 | 2.07% |
| ZWJ INVESTMENT COUNSEL INC | 714,155 | $22,860,000 | 2.06% |
| COMMUNITY TRUST & INVESTMENT CO | 483,320 | $15,471,000 | 1.87% |
| TEALWOOD ASSET MANAGEMENT INC | 135,117 | $4,325,000 | 1.72% |
| Poehling Capital Management, INC. | 61,955 | $1,983,000 | 1.60% |
| Nelson Capital Management, LLC | 192,267 | $6,154,000 | 1.60% |