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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $388,541 | -13.5% | 26,759 | +0.2% | 0.01% | 0.0% |
| Q2 2023 | $448,995 | +13.1% | 26,710 | +10.3% | 0.01% | 0.0% |
| Q1 2023 | $397,028 | -8.7% | 24,209 | +0.2% | 0.01% | -25.0% |
| Q4 2022 | $434,638 | +31.3% | 24,160 | 0.0% | 0.01% | +33.3% |
| Q3 2022 | $331,000 | -15.1% | 24,160 | 0.0% | 0.01% | -14.3% |
| Q2 2022 | $390,000 | -30.0% | 24,160 | 0.0% | 0.01% | -22.2% |
| Q1 2022 | $557,000 | +0.2% | 24,160 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $556,000 | -4.5% | 24,160 | 0.0% | 0.01% | -10.0% |
| Q3 2021 | $582,000 | -10.7% | 24,160 | -1.0% | 0.01% | -9.1% |
| Q2 2021 | $652,000 | -3.6% | 24,410 | -9.0% | 0.01% | -21.4% |
| Q1 2021 | $676,000 | +18.6% | 26,810 | -18.0% | 0.01% | +7.7% |
| Q4 2020 | $570,000 | +1.1% | 32,710 | -33.8% | 0.01% | -13.3% |
| Q3 2020 | $564,000 | +145.2% | 49,433 | +129.8% | 0.02% | +114.3% |
| Q2 2020 | $230,000 | +56.5% | 21,510 | +33.1% | 0.01% | +40.0% |
| Q1 2020 | $147,000 | – | 16,158 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kiltearn Partners LLP | 5,765,510 | $202,888,000 | 6.52% |
| REINHART PARTNERS, LLC. | 807,864 | $28,429,000 | 2.84% |
| SOUND SHORE MANAGEMENT INC /CT/ | 4,410,603 | $155,209,000 | 2.54% |
| Cornerstone Capital, Inc. | 360,160 | $12,674,000 | 2.41% |
| WATERS PARKERSON & CO., LLC | 723,068 | $25,445,000 | 2.35% |
| Nelson Capital Management, LLC | 191,049 | $6,723,000 | 2.28% |
| HIGHFIELDS CAPITAL MANAGEMENT LP | 8,241,230 | $290,009,000 | 2.15% |
| ZWJ INVESTMENT COUNSEL INC | 700,355 | $24,645,000 | 1.97% |
| Donoghue Forlines LLC | 469,293 | $16,514,000 | 1.87% |
| CROFT-LEOMINSTER INC | 218,485 | $7,688,000 | 1.82% |