Highmount Capital, 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
Highmount Capital, LLC ownership history of INVESCO LTD
ValueSharesWeighting
Q2 2015$584,000
-29.1%
15,585
-24.9%
0.15%
-25.5%
Q1 2015$824,000
-65.2%
20,765
-65.3%
0.20%
-65.4%
Q4 2014$2,366,000
-0.6%
59,880
-0.7%
0.58%
-2.7%
Q3 2014$2,380,000
+2.9%
60,292
-1.6%
0.59%
+6.8%
Q2 2014$2,312,000
-1.5%
61,245
-3.5%
0.56%
+1.8%
Q1 2014$2,348,000
+3.6%
63,465
+1.9%
0.55%
+4.8%
Q4 2013$2,266,000
+57.4%
62,265
+37.9%
0.52%
+46.8%
Q3 2013$1,440,000
-3.9%
45,150
-4.2%
0.36%
-9.7%
Q2 2013$1,499,00047,1450.39%
Other shareholders
INVESCO LTD shareholders Q3 2023
NameSharesValueWeighting ↓
TRIAN FUND MANAGEMENT, L.P. 33,940,096$492,810,1947.50%
CONTINENTAL ADVISORS LLC 329,071$4,778,1112.54%
Insight Folios Inc 354,003$5,140,1182.51%
Palouse Capital Management, Inc. 172,933$2,510,9871.86%
Olstein Capital Management, L.P. 624,000$9,0601.55%
VALUEWORKS LLC 249,309$3,6201.32%
Poehling Capital Management, INC. 254,271$3,692,0151.29%
AMERICAN FINANCIAL GROUP INC 245,000$3,5571.22%
Gillson Capital LP 1,078,299$15,6571.16%
Live Oak Private Wealth LLC 316,116$4,590,0020.98%
View complete list of INVESCO LTD shareholders