Interval Partners, LP - INVESCO LTD ownership

INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 500 filers reported holding INVESCO LTD in Q4 2022. The put-call ratio across all filers is 1.42 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
Interval Partners, LP ownership history of INVESCO LTD
ValueSharesWeighting
Q2 2023$840,500
-59.1%
50,000
-66.7%
0.03%
-67.0%
Q3 2022$2,055,000
+13.7%
150,000
+100.0%
0.09%
+24.7%
Q3 2021$1,808,000
+12.7%
75,000
+25.0%
0.07%
+10.6%
Q2 2021$1,604,000
-37.2%
60,000
-14.2%
0.07%
-37.7%
Q4 2017$2,555,000
-17.4%
69,934
-20.8%
0.11%
-24.8%
Q3 2017$3,094,000
-60.0%
88,305
-59.8%
0.14%
-58.3%
Q2 2017$7,738,000
+28.2%
219,882
+11.6%
0.34%
+15.4%
Q1 2017$6,034,000
+241.9%
197,005
+238.7%
0.29%
+176.4%
Q4 2016$1,765,000
-86.8%
58,163
-86.4%
0.11%
-87.5%
Q3 2016$13,416,000
-26.2%
429,046
-39.7%
0.85%
-30.6%
Q2 2016$18,180,000
+34.5%
711,820
+62.1%
1.23%
+5.2%
Q1 2016$13,515,000
+70.2%
439,223
+85.2%
1.17%
+55.3%
Q4 2015$7,941,000
+30.2%
237,197
+21.5%
0.75%
-3.2%
Q3 2015$6,098,000
+87.8%
195,255
+125.4%
0.78%
+123.0%
Q2 2015$3,247,000
-8.1%
86,616
-2.7%
0.35%
-21.4%
Q1 2015$3,534,000
+54.2%
89,049
+53.5%
0.44%
+27.7%
Q4 2014$2,292,00058,0000.35%
Other shareholders
INVESCO LTD shareholders Q4 2022
NameSharesValueWeighting ↓
NATIONAL INVESTMENT SERVICES INC /WI 99,552$2,543,0002.90%
Philadelphia Financial Management of San Francisco, LLC 453,713$11,588,0002.66%
REINHART PARTNERS, LLC. 946,687$24,178,0002.42%
SOUND SHORE MANAGEMENT INC /CT/ 4,800,219$122,598,0002.25%
Nelson Capital Management, LLC 197,759$5,051,0001.90%
WATERS PARKERSON & CO., LLC 661,665$16,899,0001.81%
DSM CAPITAL PARTNERS LLC 4,062,963$103,768,0001.79%
PORTLAND INVESTMENT COUNSEL INC. 47,038$1,201,0001.72%
SIRIOS CAPITAL MANAGEMENT L P 1,387,871$35,446,0001.70%
First Long Island Investors, LLC 333,333$8,513,0001.58%
View complete list of INVESCO LTD shareholders