Laird Norton Wetherby Wealth Management, LLC - 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
Laird Norton Wetherby Wealth Management, LLC ownership history of INVESCO LTD
ValueSharesWeighting
Q1 2022$218,000
-19.3%
9,468
+12.4%
0.01%
-67.6%
Q1 2018$270,000
-14.3%
8,424
-2.2%
0.04%
-15.9%
Q4 2017$315,000
+7.5%
8,616
+3.1%
0.04%0.0%
Q3 2017$293,000
-0.3%
8,359
-0.2%
0.04%
-12.0%
Q2 2017$294,000
+35.5%
8,372
+18.0%
0.05%
+28.2%
Q1 2017$217,000
-24.4%
7,092
-25.0%
0.04%
-30.4%
Q4 2016$287,000
-20.5%
9,455
-18.0%
0.06%
-23.3%
Q3 2016$361,000
+68.7%
11,529
+37.2%
0.07%
+55.3%
Q2 2016$214,000
-21.9%
8,403
-5.6%
0.05%
-27.7%
Q1 2016$274,000
-2.8%
8,905
+5.6%
0.06%
-4.4%
Q4 2015$282,000
+23.7%
8,430
+15.3%
0.07%
+17.2%
Q3 2015$228,000
-15.2%
7,313
+2.1%
0.06%
-10.8%
Q2 2015$269,000
-2.9%
7,166
+2.5%
0.06%
-3.0%
Q1 2015$277,000
+10.4%
6,988
+9.9%
0.07%
+6.3%
Q4 2014$251,000
+0.4%
6,358
+0.3%
0.06%
-10.0%
Q3 2014$250,000
+4.6%
6,336
+0.3%
0.07%
+4.5%
Q2 2014$239,000
-4.0%
6,315
-6.2%
0.07%
-5.6%
Q1 2014$249,000
-2.4%
6,734
-3.9%
0.07%
-2.7%
Q4 2013$255,0007,0070.07%
Other shareholders
INVESCO LTD shareholders Q2 2022
NameSharesValueWeighting ↓
TRIAN FUND MANAGEMENT, L.P. 33,940,096$556,617,57414.84%
CONTINENTAL ADVISORS LLC 343,071$5,626,3643.00%
Insight Folios Inc 371,047$6,085,1762.70%
Palouse Capital Management, Inc. 187,305$3,071,7972.07%
VALUEWORKS LLC 252,164$4,1351.57%
Olstein Capital Management, L.P. 566,000$9,2821.45%
Poehling Capital Management, INC. 257,407$4,221,4751.42%
AMERICAN FINANCIAL GROUP INC 245,000$4,0181.25%
Point72 Europe (London) LLP 307,400$5,041,3601.10%
Mork Capital Management, LLC 73,400$1,203,7600.98%
View complete list of INVESCO LTD shareholders