Ensemble Capital Management - INVESCO LTD ownership

INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 476 filers reported holding INVESCO LTD in Q1 2014. The put-call ratio across all filers is 0.25 and the average weighting 0.3%.

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
Ensemble Capital Management ownership history of INVESCO LTD
ValueSharesWeighting
Q4 2015$449,000
-23.9%
13,400
-29.1%
0.13%
-28.9%
Q3 2015$590,000
-63.3%
18,900
-55.9%
0.19%
-61.0%
Q2 2015$1,608,000
-17.2%
42,900
-12.3%
0.48%
-21.0%
Q1 2015$1,941,000
-21.4%
48,900
-21.8%
0.61%
-27.3%
Q4 2014$2,470,000
-2.1%
62,500
-2.2%
0.83%
-4.4%
Q3 2014$2,523,000
-44.3%
63,900
-46.8%
0.87%
-45.9%
Q2 2014$4,531,000
-7.3%
120,025
-9.2%
1.61%
-16.9%
Q1 2014$4,890,000
-4.1%
132,175
-5.7%
1.94%
-5.4%
Q4 2013$5,100,000
-2.8%
140,100
-14.8%
2.05%
-11.6%
Q3 2013$5,248,000
-24.6%
164,500
-24.9%
2.32%
-28.4%
Q2 2013$6,964,000219,0003.24%
Other shareholders
INVESCO LTD shareholders Q1 2014
NameSharesValueWeighting ↓
Kiltearn Partners LLP 7,127,910$224,387,0005.45%
Cornerstone Capital, Inc. 508,664$16,282,0002.68%
REINHART PARTNERS, LLC. 748,212$23,950,0002.47%
Signature Wealth Management Group 97,832$3,132,0002.42%
WATERS PARKERSON & CO., LLC 738,159$23,628,0002.07%
ZWJ INVESTMENT COUNSEL INC 714,155$22,860,0002.06%
COMMUNITY TRUST & INVESTMENT CO 483,320$15,471,0001.87%
TEALWOOD ASSET MANAGEMENT INC 135,117$4,325,0001.72%
Poehling Capital Management, INC. 61,955$1,983,0001.60%
Nelson Capital Management, LLC 192,267$6,154,0001.60%
View complete list of INVESCO LTD shareholders