LPL Financial LLC - INVESCO LTD ownership

INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 561 filers reported holding INVESCO LTD in Q4 2021. The put-call ratio across all filers is 1.23 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
LPL Financial LLC ownership history of INVESCO LTD
ValueSharesWeighting
Q3 2023$2,921,058
-12.4%
201,175
+1.4%
0.00%0.0%
Q2 2023$3,334,691
+34.4%
198,375
+31.1%
0.00%0.0%
Q1 2023$2,481,884
-5.1%
151,334
+4.1%
0.00%0.0%
Q4 2022$2,615,826
-17.2%
145,404
-36.9%
0.00%
-33.3%
Q3 2022$3,158,000
+23.9%
230,543
+45.9%
0.00%
+50.0%
Q2 2022$2,549,000
-50.9%
158,055
-29.8%
0.00%
-50.0%
Q1 2022$5,195,000
-10.8%
225,266
-11.0%
0.00%
-20.0%
Q4 2021$5,824,000
-21.3%
253,000
-17.5%
0.01%
-28.6%
Q3 2021$7,397,000
-9.2%
306,817
+0.7%
0.01%
-12.5%
Q2 2021$8,143,000
-22.7%
304,646
-27.1%
0.01%
-33.3%
Q1 2021$10,533,000
+130.8%
417,626
+59.5%
0.01%
+100.0%
Q4 2020$4,564,000
+56.1%
261,836
+2.2%
0.01%
+20.0%
Q3 2020$2,923,000
+14.5%
256,139
+8.0%
0.01%
+25.0%
Q2 2020$2,552,000
-20.5%
237,182
-32.9%
0.00%
-42.9%
Q1 2020$3,211,000
-45.8%
353,596
+7.4%
0.01%
-36.4%
Q4 2019$5,922,000
+17.3%
329,356
+10.5%
0.01%
+10.0%
Q3 2019$5,049,000
-14.1%
298,074
+3.8%
0.01%
-23.1%
Q2 2019$5,878,000
+36.3%
287,276
+28.6%
0.01%
+30.0%
Q1 2019$4,313,000
+28.2%
223,333
+11.1%
0.01%
+11.1%
Q4 2018$3,365,000
-26.9%
200,996
-0.0%
0.01%
-18.2%
Q3 2018$4,601,000
+45.6%
201,093
+69.0%
0.01%
+37.5%
Q2 2018$3,161,000
+43.0%
119,017
+72.3%
0.01%
+33.3%
Q1 2018$2,211,000
+23.2%
69,064
+40.6%
0.01%
+20.0%
Q4 2017$1,795,000
+39.7%
49,133
+34.0%
0.01%0.0%
Q3 2017$1,285,000
+48.7%
36,664
+49.3%
0.01%
+66.7%
Q2 2017$864,000
+16.0%
24,554
+0.8%
0.00%
-40.0%
Q1 2017$745,000
+91.0%
24,368
+91.8%
0.01%
+400.0%
Q1 2016$390,000
-35.0%
12,703
-29.9%
0.00%
-50.0%
Q4 2015$600,000
-50.1%
18,131
-51.0%
0.00%
-71.4%
Q3 2015$1,202,000
-17.2%
36,979
-5.1%
0.01%0.0%
Q2 2015$1,452,000
+24.8%
38,973
+33.3%
0.01%
+16.7%
Q1 2015$1,163,000
-20.2%
29,229
-20.7%
0.01%
-25.0%
Q4 2014$1,457,000
+18.4%
36,869
+16.3%
0.01%
+14.3%
Q3 2014$1,231,000
+2.8%
31,697
-0.1%
0.01%0.0%
Q2 2014$1,197,000
+5.5%
31,719
+3.4%
0.01%0.0%
Q1 2014$1,135,000
+28.5%
30,688
+26.6%
0.01%
+16.7%
Q4 2013$883,000
+285.6%
24,245
+267.1%
0.01%
+200.0%
Q3 2013$229,000
-7.3%
6,605
-14.8%
0.00%0.0%
Q2 2013$247,0007,7550.00%
Other shareholders
INVESCO LTD shareholders Q4 2021
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