INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 483 filers reported holding INVESCO LTD in Q3 2023. The put-call ratio across all filers is 2.43 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 | $627,060 | -8.9% | 43,186 | +5.5% | 0.34% | +4.9% |
| Q2 2023 | $688,369 | -18.1% | 40,950 | +11.6% | 0.33% | -1.8% |
| Q3 2018 | $840,000 | -15.9% | 36,699 | -2.4% | 0.33% | -15.0% |
| Q2 2018 | $999,000 | -8.9% | 37,603 | +9.7% | 0.39% | -9.7% |
| Q1 2018 | $1,097,000 | +8.2% | 34,263 | +23.5% | 0.44% | +13.3% |
| Q4 2017 | $1,014,000 | +7.2% | 27,754 | +2.9% | 0.38% | -1.5% |
| Q3 2017 | $946,000 | +17.8% | 26,980 | +18.2% | 0.39% | +36.4% |
| Q2 2017 | $803,000 | +20.0% | 22,830 | +4.6% | 0.29% | +32.4% |
| Q1 2017 | $669,000 | +13.0% | 21,820 | +11.8% | 0.22% | +11.9% |
| Q4 2016 | $592,000 | -2.8% | 19,520 | +0.3% | 0.19% | -12.3% |
| Q3 2016 | $609,000 | +23.0% | 19,470 | +0.5% | 0.22% | +22.2% |
| Q2 2016 | $495,000 | -10.2% | 19,370 | +8.2% | 0.18% | -10.4% |
| Q1 2016 | $551,000 | -5.7% | 17,900 | +2.7% | 0.20% | -1.5% |
| Q4 2015 | $584,000 | +17.7% | 17,435 | +9.7% | 0.20% | +7.9% |
| Q3 2015 | $496,000 | -8.1% | 15,895 | +10.3% | 0.19% | +1.1% |
| Q2 2015 | $540,000 | -9.5% | 14,415 | -4.2% | 0.19% | -13.0% |
| Q1 2015 | $597,000 | -8.2% | 15,040 | -8.5% | 0.22% | -4.0% |
| Q4 2014 | $650,000 | -1.2% | 16,435 | -1.4% | 0.22% | -8.6% |
| Q3 2014 | $658,000 | +0.3% | 16,660 | -4.0% | 0.24% | +7.5% |
| Q2 2014 | $656,000 | -4.8% | 17,360 | -6.8% | 0.23% | -8.1% |
| Q1 2014 | $689,000 | +4.1% | 18,635 | +2.3% | 0.25% | -3.1% |
| Q4 2013 | $662,000 | +24.9% | 18,210 | +9.6% | 0.26% | +11.3% |
| Q3 2013 | $530,000 | – | 16,610 | – | 0.23% | – |
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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% |