VALUEWORKS LLC - 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
VALUEWORKS LLC ownership history of INVESCO LTD
ValueSharesWeighting
Q3 2023$3,620
-14.6%
249,309
-1.1%
1.32%
-14.2%
Q2 2023$4,239
+2.5%
252,1640.0%1.53%
-2.5%
Q1 2023$4,135
-9.5%
252,164
-0.7%
1.57%
-2.5%
Q4 2022$4,567
-99.9%
253,865
-0.3%
1.61%
+13.3%
Q3 2022$3,488,000
-15.2%
254,568
-0.1%
1.42%
-15.5%
Q2 2022$4,111,000
-30.5%
254,883
-0.6%
1.69%
-13.0%
Q1 2022$5,912,0000.0%256,377
-0.2%
1.94%
-17.2%
Q4 2021$5,912,000
-5.2%
256,811
-0.8%
2.34%
-12.0%
Q3 2021$6,239,000
-9.8%
258,760
+0.0%
2.66%
-10.9%
Q2 2021$6,917,000
+5.2%
258,759
-0.8%
2.98%
-19.9%
Q1 2021$6,575,000
+46.3%
260,723
+1.1%
3.72%
+29.8%
Q4 2020$4,493,000
+50.9%
257,762
-1.2%
2.87%
+14.4%
Q3 2020$2,977,000
-1.4%
260,921
-7.0%
2.51%
-3.2%
Q2 2020$3,019,000
+21.5%
280,544
+2.5%
2.59%
+7.3%
Q1 2020$2,485,000
-56.0%
273,637
-12.8%
2.41%
-31.6%
Q4 2019$5,643,000
-12.9%
313,854
-17.9%
3.53%
-19.7%
Q3 2019$6,476,000
-21.4%
382,307
-5.1%
4.39%
-19.1%
Q2 2019$8,241,000
+6.8%
402,790
+0.8%
5.43%
+5.1%
Q1 2019$7,713,000
+15.8%
399,438
+0.4%
5.17%
+12.9%
Q4 2018$6,658,000
+286.9%
397,724
+428.7%
4.58%
+319.9%
Q3 2018$1,721,00075,2221.09%
Other shareholders
INVESCO LTD shareholders Q3 2023
NameSharesValueWeighting ↓
Kiltearn Partners LLP 7,365,010$195,615,0004.40%
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 262,497$6,972,0003.09%
REINHART PARTNERS, LLC. 1,180,242$31,347,0003.01%
Cornerstone Capital, Inc. 582,829$15,480,0002.63%
Algebris (UK) Ltd 777,597$20,653,0002.10%
Signature Wealth Management Group 98,686$2,621,0001.94%
Townsend & Associates, Inc 64,537$1,714,0001.92%
CONTINENTAL ADVISORS LLC 270,000$7,171,0001.79%
Mork Capital Management, LLC 73,400$1,950,0001.72%
ZWJ INVESTMENT COUNSEL INC 739,389$19,638,0001.70%
View complete list of INVESCO LTD shareholders