INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 528 filers reported holding INVESCO LTD in Q1 2021. The put-call ratio across all filers is 0.53 and the average weighting 0.2%.
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 | $15,159,301 | -8.2% | 1,044,029 | +6.3% | 0.07% | -5.3% |
| Q2 2023 | $16,509,017 | -2.8% | 982,095 | -5.1% | 0.08% | -11.6% |
| Q1 2023 | $16,979,642 | -31.6% | 1,035,344 | -25.0% | 0.09% | -34.8% |
| Q4 2022 | $24,826,992 | +33.4% | 1,380,044 | +1.6% | 0.13% | +23.4% |
| Q3 2022 | $18,617,000 | -12.5% | 1,358,900 | +3.1% | 0.11% | -7.0% |
| Q2 2022 | $21,266,000 | -20.6% | 1,318,400 | +13.6% | 0.12% | -10.9% |
| Q1 2022 | $26,773,000 | +15.8% | 1,161,000 | +15.6% | 0.13% | +16.2% |
| Q4 2021 | $23,127,000 | -11.7% | 1,004,637 | -7.5% | 0.11% | -14.6% |
| Q3 2021 | $26,183,000 | -9.8% | 1,085,998 | -0.0% | 0.13% | -10.3% |
| Q2 2021 | $29,034,000 | +34.2% | 1,086,200 | +26.6% | 0.14% | +22.9% |
| Q1 2021 | $21,634,000 | +69.6% | 857,800 | +17.2% | 0.12% | +51.3% |
| Q4 2020 | $12,755,000 | +1683.9% | 731,800 | +2617.9% | 0.08% | +1460.0% |
| Q2 2018 | $715,000 | -87.3% | 26,925 | -84.7% | 0.01% | -85.3% |
| Q1 2018 | $5,615,000 | -12.4% | 175,425 | 0.0% | 0.03% | -10.5% |
| Q4 2017 | $6,410,000 | +579.7% | 175,425 | +551.5% | 0.04% | +533.3% |
| Q3 2017 | $943,000 | -64.7% | 26,925 | -69.0% | 0.01% | -40.0% |
| Q1 2016 | $2,674,000 | -14.3% | 86,902 | -6.7% | 0.01% | -9.1% |
| Q4 2015 | $3,119,000 | -21.5% | 93,152 | -26.7% | 0.01% | -21.4% |
| Q3 2015 | $3,971,000 | +9.2% | 127,152 | +31.1% | 0.01% | +16.7% |
| Q2 2015 | $3,637,000 | -22.7% | 97,000 | -18.1% | 0.01% | -14.3% |
| Q1 2015 | $4,703,000 | +7.1% | 118,500 | +6.7% | 0.01% | +16.7% |
| Q4 2014 | $4,391,000 | -15.8% | 111,100 | -15.8% | 0.01% | -14.3% |
| Q3 2014 | $5,212,000 | +18.3% | 132,014 | +13.1% | 0.01% | +16.7% |
| Q2 2014 | $4,407,000 | -18.2% | 116,729 | -19.8% | 0.01% | -14.3% |
| Q1 2014 | $5,388,000 | -10.4% | 145,615 | -11.9% | 0.01% | -6.7% |
| Q4 2013 | $6,014,000 | -5.2% | 165,215 | -16.9% | 0.02% | -11.8% |
| Q3 2013 | $6,342,000 | +42.5% | 198,800 | +42.0% | 0.02% | +41.7% |
| Q2 2013 | $4,452,000 | – | 140,000 | – | 0.01% | – |
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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% |