Morningstar Investment Services LLC - INVESCO LTD ownership

INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 521 filers reported holding INVESCO LTD in Q1 2022. The put-call ratio across all filers is 2.02 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
Morningstar Investment Services LLC ownership history of INVESCO LTD
ValueSharesWeighting
Q3 2023$353
-6.9%
24,408
+7.5%
0.01%0.0%
Q2 2023$379
+13.5%
22,706
+9.4%
0.01%
+25.0%
Q1 2023$334
-7.5%
20,757
+7.0%
0.00%
-20.0%
Q4 2022$361
-99.9%
19,394
-3.6%
0.01%
+25.0%
Q3 2022$305,000
-2.2%
20,108
+6.8%
0.00%0.0%
Q2 2022$312,000
-12.8%
18,822
+22.9%
0.00%0.0%
Q1 2022$358,000
+7.8%
15,311
+6.1%
0.00%0.0%
Q4 2021$332,000
+0.6%
14,429
+7.7%
0.00%0.0%
Q3 2021$330,000
+13.8%
13,399
+22.5%
0.00%
+33.3%
Q2 2021$290,000
+33.6%
10,941
+25.3%
0.00%0.0%
Q1 2021$217,000
+47.6%
8,731
-32.2%
0.00%
+50.0%
Q3 2020$147,000
+6.5%
12,880
-2.7%
0.00%0.0%
Q2 2020$138,000
+0.7%
13,241
-7.9%
0.00%0.0%
Q1 2020$137,000
-47.7%
14,371
-1.5%
0.00%
-50.0%
Q4 2019$262,000
-11.5%
14,589
-16.4%
0.00%
-20.0%
Q3 2019$296,000
-25.1%
17,446
-9.6%
0.01%
-16.7%
Q2 2019$395,000
+1.8%
19,295
-4.0%
0.01%
-14.3%
Q1 2019$388,000
+2.6%
20,100
-11.1%
0.01%0.0%
Q4 2018$378,000
-30.1%
22,602
-4.4%
0.01%
-30.0%
Q3 2018$541,000
-18.6%
23,638
-5.6%
0.01%
-16.7%
Q2 2018$665,000
-11.7%
25,051
+6.5%
0.01%
-20.0%
Q1 2018$753,000
-4.8%
23,515
+8.6%
0.02%
-6.2%
Q4 2017$791,000
+22.3%
21,657
+17.2%
0.02%
+14.3%
Q3 2017$647,000
+15.9%
18,472
+16.5%
0.01%
+7.7%
Q2 2017$558,000
+38.1%
15,862
+20.1%
0.01%
+30.0%
Q1 2017$404,000
+29.9%
13,203
+32.7%
0.01%
+11.1%
Q3 2016$311,000
+14.3%
9,949
-7.4%
0.01%0.0%
Q2 2016$272,000
+9.7%
10,740
+33.2%
0.01%0.0%
Q1 2016$248,000
+11.2%
8,065
+21.3%
0.01%0.0%
Q4 2015$223,000
+8.8%
6,650
+1.4%
0.01%0.0%
Q3 2015$205,000
-14.2%
6,559
+8.3%
0.01%
-25.0%
Q3 2014$239,000
+7.7%
6,054
+2.8%
0.01%
-7.7%
Q2 2014$222,0005,8890.01%
Other shareholders
INVESCO LTD shareholders Q1 2022
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