INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 487 filers reported holding INVESCO LTD in Q2 2014. The put-call ratio across all filers is 0.23 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 | $298,589 | -6.1% | 20,564 | +8.7% | 0.02% | -5.0% |
| Q2 2023 | $318,112 | -1.3% | 18,924 | -3.7% | 0.02% | -9.1% |
| Q1 2023 | $322,227 | +19.3% | 19,648 | +30.9% | 0.02% | +4.8% |
| Q4 2022 | $270,084 | +22.8% | 15,013 | -6.6% | 0.02% | +10.5% |
| Q3 2022 | $220,000 | -19.1% | 16,079 | -4.7% | 0.02% | -20.8% |
| Q2 2022 | $272,000 | -21.8% | 16,872 | +11.7% | 0.02% | -11.1% |
| Q1 2022 | $348,000 | -7.2% | 15,105 | -7.4% | 0.03% | -10.0% |
| Q4 2021 | $375,000 | -16.1% | 16,305 | -12.1% | 0.03% | -25.0% |
| Q3 2021 | $447,000 | -21.3% | 18,545 | -12.8% | 0.04% | -23.1% |
| Q2 2021 | $568,000 | +11.2% | 21,266 | +4.9% | 0.05% | 0.0% |
| Q1 2021 | $511,000 | +18.3% | 20,266 | -18.2% | 0.05% | +10.6% |
| Q4 2020 | $432,000 | +83.8% | 24,766 | +222.9% | 0.05% | +51.6% |
| Q1 2017 | $235,000 | -22.7% | 7,670 | -23.4% | 0.03% | -11.4% |
| Q4 2016 | $304,000 | -28.6% | 10,008 | -26.6% | 0.04% | -23.9% |
| Q3 2016 | $426,000 | +14.5% | 13,635 | -6.3% | 0.05% | +21.1% |
| Q2 2016 | $372,000 | -23.5% | 14,559 | -7.8% | 0.04% | -22.4% |
| Q1 2016 | $486,000 | -7.3% | 15,791 | +0.8% | 0.05% | -15.5% |
| Q4 2015 | $524,000 | +7.2% | 15,666 | 0.0% | 0.06% | +13.7% |
| Q3 2015 | $489,000 | -22.4% | 15,666 | -6.7% | 0.05% | -17.7% |
| Q2 2015 | $630,000 | -18.1% | 16,797 | -13.3% | 0.06% | -12.7% |
| Q1 2015 | $769,000 | -6.2% | 19,363 | -6.6% | 0.07% | 0.0% |
| Q4 2014 | $820,000 | -33.2% | 20,742 | -33.3% | 0.07% | -20.2% |
| Q3 2014 | $1,228,000 | -4.2% | 31,109 | -8.4% | 0.09% | +2.3% |
| Q2 2014 | $1,282,000 | -0.3% | 33,971 | -2.2% | 0.09% | +4.8% |
| Q1 2014 | $1,286,000 | -3.3% | 34,747 | -4.9% | 0.08% | 0.0% |
| Q4 2013 | $1,330,000 | +3.3% | 36,527 | -9.4% | 0.08% | +1.2% |
| Q3 2013 | $1,287,000 | -59.1% | 40,338 | -59.2% | 0.08% | -58.8% |
| Q2 2013 | $3,143,000 | – | 98,827 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Selkirk Management LLC | 216,409 | $8,544,000 | 5.37% |
| SCHOLTZ & COMPANY, LLC | 99,875 | $3,943,000 | 3.89% |
| Nelson Capital Management, LLC | 244,633 | $9,658,000 | 3.64% |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC | 414,393 | $16,361,000 | 3.22% |
| NATIONAL INVESTMENT SERVICES INC /WI | 99,713 | $3,937,000 | 3.22% |
| DSM CAPITAL PARTNERS LLC | 3,598,151 | $142,055,000 | 2.82% |
| WATERS PARKERSON & CO., LLC | 547,213 | $21,604,000 | 2.59% |
| SOUND SHORE MANAGEMENT INC /CT/ | 4,067,136 | $160,571,000 | 2.58% |
| Integre Asset Management, LLC | 264,513 | $10,443,000 | 2.21% |
| Parametric Risk Advisors LLC | 750,000 | $29,610,000 | 2.00% |