INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 550 filers reported holding INVESCO LTD in Q3 2021. The put-call ratio across all filers is 0.84 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 | $282,887 | -19.2% | 19,483 | -6.5% | 0.00% | 0.0% |
| Q2 2023 | $350,272 | +5.2% | 20,837 | +2.6% | 0.00% | 0.0% |
| Q1 2023 | $333,030 | -16.5% | 20,307 | -8.4% | 0.00% | 0.0% |
| Q4 2022 | $398,745 | +23.8% | 22,165 | -5.7% | 0.00% | 0.0% |
| Q3 2022 | $322,000 | -28.6% | 23,503 | -15.9% | 0.00% | 0.0% |
| Q2 2022 | $451,000 | -45.1% | 27,938 | -21.6% | 0.00% | -50.0% |
| Q1 2022 | $822,000 | -8.2% | 35,638 | -8.4% | 0.00% | 0.0% |
| Q4 2021 | $895,000 | -14.9% | 38,892 | -10.9% | 0.00% | -20.0% |
| Q3 2021 | $1,052,000 | -37.7% | 43,652 | -30.9% | 0.01% | -44.4% |
| Q2 2021 | $1,688,000 | +2.6% | 63,133 | -3.3% | 0.01% | 0.0% |
| Q1 2021 | $1,646,000 | +25.0% | 65,275 | -13.6% | 0.01% | +12.5% |
| Q4 2020 | $1,317,000 | +28.5% | 75,559 | -15.9% | 0.01% | +14.3% |
| Q3 2020 | $1,025,000 | +9.2% | 89,808 | +3.0% | 0.01% | 0.0% |
| Q2 2020 | $939,000 | +78.5% | 87,231 | +50.7% | 0.01% | +75.0% |
| Q1 2020 | $526,000 | -43.4% | 57,897 | +12.0% | 0.00% | -33.3% |
| Q4 2019 | $930,000 | +19.2% | 51,699 | +12.3% | 0.01% | +20.0% |
| Q3 2019 | $780,000 | -23.2% | 46,037 | -7.2% | 0.01% | -28.6% |
| Q2 2019 | $1,015,000 | +7.3% | 49,629 | +1.3% | 0.01% | 0.0% |
| Q1 2019 | $946,000 | -20.8% | 49,010 | +9.0% | 0.01% | -22.2% |
| Q2 2018 | $1,194,000 | -15.3% | 44,967 | +2.1% | 0.01% | -18.2% |
| Q1 2018 | $1,409,000 | -23.4% | 44,023 | -12.5% | 0.01% | -26.7% |
| Q4 2017 | $1,839,000 | +1.9% | 50,319 | -2.3% | 0.02% | 0.0% |
| Q3 2017 | $1,805,000 | +702.2% | 51,520 | +706.9% | 0.02% | +650.0% |
| Q2 2017 | $225,000 | -95.0% | 6,385 | -94.7% | 0.00% | -96.2% |
| Q2 2015 | $4,505,000 | – | 120,155 | – | 0.05% | – |
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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% |