INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 503 filers reported holding INVESCO LTD in Q1 2023. The put-call ratio across all filers is 1.50 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $67,286 | -85.1% | 4,634 | -82.8% | 0.00% | -100.0% |
| Q2 2023 | $452,357 | +61.2% | 26,910 | +57.2% | 0.00% | 0.0% |
| Q1 2023 | $280,686 | +162.2% | 17,115 | +187.6% | 0.00% | – |
| Q4 2022 | $107,058 | -54.8% | 5,951 | -59.5% | 0.00% | – |
| Q2 2022 | $237,000 | -96.3% | 14,699 | -94.7% | 0.00% | -100.0% |
| Q1 2022 | $6,353,000 | +253.1% | 275,534 | +252.5% | 0.01% | +233.3% |
| Q4 2021 | $1,799,000 | -47.9% | 78,172 | -45.5% | 0.00% | -62.5% |
| Q3 2021 | $3,456,000 | +182.1% | 143,317 | +212.7% | 0.01% | +166.7% |
| Q2 2021 | $1,225,000 | +271.2% | 45,836 | +142.3% | 0.00% | +200.0% |
| Q4 2020 | $330,000 | -42.3% | 18,919 | -62.2% | 0.00% | -50.0% |
| Q3 2020 | $572,000 | -87.4% | 50,096 | -88.1% | 0.00% | -88.9% |
| Q2 2020 | $4,545,000 | -32.4% | 422,492 | -43.0% | 0.02% | -45.5% |
| Q1 2020 | $6,727,000 | -47.6% | 740,801 | +3.8% | 0.03% | -26.7% |
| Q4 2019 | $12,832,000 | +11.8% | 713,712 | +5.3% | 0.04% | 0.0% |
| Q3 2019 | $11,478,000 | +9386.0% | 677,575 | +11316.6% | 0.04% | +4400.0% |
| Q2 2019 | $121,000 | -62.2% | 5,935 | -64.2% | 0.00% | -50.0% |
| Q1 2019 | $320,000 | +62.4% | 16,582 | +40.6% | 0.00% | +100.0% |
| Q4 2018 | $197,000 | -54.3% | 11,795 | -37.4% | 0.00% | -66.7% |
| Q3 2018 | $431,000 | -76.3% | 18,851 | -72.5% | 0.00% | -72.7% |
| Q2 2018 | $1,818,000 | -69.9% | 68,441 | -63.7% | 0.01% | -77.1% |
| Q1 2018 | $6,030,000 | -78.5% | 188,400 | -75.4% | 0.05% | -76.8% |
| Q4 2017 | $28,015,000 | +12.7% | 766,700 | +8.0% | 0.21% | +5.1% |
| Q3 2017 | $24,864,000 | +287.8% | 709,600 | +289.5% | 0.20% | +294.0% |
| Q2 2017 | $6,412,000 | -69.2% | 182,200 | -73.2% | 0.05% | -73.4% |
| Q1 2017 | $20,787,000 | +130.9% | 678,673 | +128.7% | 0.19% | +113.6% |
| Q4 2016 | $9,002,000 | -57.0% | 296,700 | -55.6% | 0.09% | -67.0% |
| Q3 2016 | $20,913,000 | +488.3% | 668,800 | +380.5% | 0.27% | +376.8% |
| Q2 2016 | $3,555,000 | +158.0% | 139,179 | +210.7% | 0.06% | +115.4% |
| Q1 2016 | $1,378,000 | -74.4% | 44,800 | -72.1% | 0.03% | -75.5% |
| Q4 2015 | $5,377,000 | +551.8% | 160,600 | +668.4% | 0.11% | +381.8% |
| Q3 2014 | $825,000 | -60.9% | 20,900 | -62.6% | 0.02% | -54.2% |
| Q2 2014 | $2,110,000 | -11.4% | 55,900 | -13.2% | 0.05% | -2.0% |
| Q1 2014 | $2,382,000 | +147.9% | 64,400 | +143.9% | 0.05% | +113.0% |
| Q4 2013 | $961,000 | – | 26,400 | – | 0.02% | – |
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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% |