INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 550 filers reported holding INVESCO LTD in Q3 2021. The put-call ratio across all filers is 0.84 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $65,633 | +8.8% | 4,002 | +19.4% | 0.01% | +12.5% |
| Q4 2022 | $60,320 | +72.3% | 3,353 | +31.1% | 0.01% | +33.3% |
| Q3 2022 | $35,000 | -16.7% | 2,557 | -2.4% | 0.01% | 0.0% |
| Q2 2022 | $42,000 | -31.1% | 2,619 | -0.6% | 0.01% | -33.3% |
| Q1 2022 | $61,000 | -11.6% | 2,636 | -12.3% | 0.01% | -10.0% |
| Q4 2021 | $69,000 | -12.7% | 3,004 | -8.7% | 0.01% | -16.7% |
| Q3 2021 | $79,000 | -9.2% | 3,292 | +1.2% | 0.01% | -20.0% |
| Q2 2021 | $87,000 | +16.0% | 3,252 | +9.9% | 0.02% | -53.1% |
| Q1 2021 | $75,000 | +63.0% | 2,959 | +13.0% | 0.03% | +52.4% |
| Q4 2020 | $46,000 | +53.3% | 2,619 | +1.1% | 0.02% | +75.0% |
| Q3 2020 | $30,000 | +36.4% | 2,591 | +25.2% | 0.01% | +33.3% |
| Q2 2020 | $22,000 | – | 2,069 | +4302.1% | 0.01% | – |
| Q1 2020 | $0 | -100.0% | 47 | -59.8% | 0.00% | -100.0% |
| Q4 2019 | $2,000 | -33.3% | 117 | -38.1% | 0.00% | 0.0% |
| Q3 2019 | $3,000 | +200.0% | 189 | +225.9% | 0.00% | – |
| Q2 2019 | $1,000 | 0.0% | 58 | +87.1% | 0.00% | – |
| Q1 2019 | $1,000 | -50.0% | 31 | -66.7% | 0.00% | -100.0% |
| Q4 2018 | $2,000 | -33.3% | 93 | -17.7% | 0.00% | 0.0% |
| Q3 2018 | $3,000 | 0.0% | 113 | +4.6% | 0.00% | 0.0% |
| Q2 2018 | $3,000 | -57.1% | 108 | -50.7% | 0.00% | -66.7% |
| Q1 2018 | $7,000 | -70.8% | 219 | -66.7% | 0.00% | -72.7% |
| Q4 2017 | $24,000 | +500.0% | 658 | +509.3% | 0.01% | +450.0% |
| Q3 2017 | $4,000 | -33.3% | 108 | -38.3% | 0.00% | -33.3% |
| Q2 2017 | $6,000 | +500.0% | 175 | +288.9% | 0.00% | +200.0% |
| Q1 2017 | $1,000 | -50.0% | 45 | -26.2% | 0.00% | 0.0% |
| Q4 2016 | $2,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $2,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $2,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $2,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $2,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $2,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $2,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $2,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $2,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $2,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $2,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $2,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $2,000 | 0.0% | 61 | 0.0% | 0.00% | -50.0% |
| Q3 2013 | $2,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $2,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% |
| Q1 2013 | $2,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% |
| Q4 2012 | $2,000 | – | 61 | – | 0.00% | – |
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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% |