INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 528 filers reported holding INVESCO LTD in Q1 2021. The put-call ratio across all filers is 0.53 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 | $484,969 | -4.4% | 33,400 | +10.7% | 0.00% | 0.0% |
Q2 2023 | $507,224 | -0.8% | 30,174 | -3.2% | 0.00% | 0.0% |
Q1 2023 | $511,064 | +16.9% | 31,162 | +28.2% | 0.00% | 0.0% |
Q4 2022 | $437,317 | +33.7% | 24,309 | +1.9% | 0.00% | 0.0% |
Q3 2022 | $327,000 | -0.9% | 23,847 | +16.6% | 0.00% | 0.0% |
Q2 2022 | $330,000 | -6.2% | 20,445 | +34.0% | 0.00% | 0.0% |
Q1 2022 | $352,000 | +2.3% | 15,262 | +2.2% | 0.00% | 0.0% |
Q4 2021 | $344,000 | +12.4% | 14,933 | +17.8% | 0.00% | -33.3% |
Q3 2021 | $306,000 | -11.6% | 12,675 | -2.2% | 0.00% | 0.0% |
Q2 2021 | $346,000 | +6.5% | 12,961 | +0.5% | 0.00% | -25.0% |
Q1 2021 | $325,000 | +525.0% | 12,897 | +329.6% | 0.00% | +300.0% |
Q4 2020 | $52,000 | +126.1% | 3,002 | +50.0% | 0.00% | – |
Q3 2020 | $23,000 | +53.3% | 2,002 | +35.7% | 0.00% | – |
Q2 2020 | $15,000 | -66.7% | 1,475 | -44.7% | 0.00% | -100.0% |
Q3 2019 | $45,000 | +18.4% | 2,669 | +45.3% | 0.00% | +100.0% |
Q2 2019 | $38,000 | +375.0% | 1,837 | +333.3% | 0.00% | – |
Q1 2019 | $8,000 | 0.0% | 424 | -6.6% | 0.00% | – |
Q4 2018 | $8,000 | -33.3% | 454 | -16.4% | 0.00% | -100.0% |
Q3 2018 | $12,000 | -7.7% | 543 | +12.9% | 0.00% | 0.0% |
Q2 2018 | $13,000 | – | 481 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
NATIONAL INVESTMENT SERVICES INC /WI | 99,552 | $2,543,000 | 2.90% |
Philadelphia Financial Management of San Francisco, LLC | 453,713 | $11,588,000 | 2.66% |
REINHART PARTNERS, LLC. | 946,687 | $24,178,000 | 2.42% |
SOUND SHORE MANAGEMENT INC /CT/ | 4,800,219 | $122,598,000 | 2.25% |
Nelson Capital Management, LLC | 197,759 | $5,051,000 | 1.90% |
WATERS PARKERSON & CO., LLC | 661,665 | $16,899,000 | 1.81% |
DSM CAPITAL PARTNERS LLC | 4,062,963 | $103,768,000 | 1.79% |
PORTLAND INVESTMENT COUNSEL INC. | 47,038 | $1,201,000 | 1.72% |
SIRIOS CAPITAL MANAGEMENT L P | 1,387,871 | $35,446,000 | 1.70% |
First Long Island Investors, LLC | 333,333 | $8,513,000 | 1.58% |