Capital Analysts, LLC - INVESCO LTD ownership

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
Capital Analysts, LLC ownership history of INVESCO LTD
ValueSharesWeighting
Q3 2023$27
-6.9%
1,873
+7.2%
0.00%0.0%
Q2 2023$29
-6.5%
1,748
-6.9%
0.00%0.0%
Q1 2023$310.0%1,877
+8.9%
0.00%0.0%
Q4 2022$31
-99.8%
1,724
+30.5%
0.00%
+100.0%
Q3 2022$18,0000.0%1,321
+16.3%
0.00%0.0%
Q2 2022$18,000
-45.5%
1,136
-20.2%
0.00%
-50.0%
Q1 2022$33,000
+6.5%
1,424
+6.3%
0.00%0.0%
Q4 2021$31,000
+93.8%
1,339
+103.8%
0.00%
+100.0%
Q3 2021$16,000
+45.5%
657
+57.9%
0.00%0.0%
Q2 2021$11,000
-65.6%
416
-65.9%
0.00%
-75.0%
Q2 2018$32,000
-17.9%
1,2210.0%0.00%
-20.0%
Q1 2018$39,000
-13.3%
1,2210.0%0.01%
-16.7%
Q4 2017$45,000
+4.7%
1,2210.0%0.01%0.0%
Q3 2017$43,000
-99.8%
1,221
+94.7%
0.01%
+100.0%
Q2 2017$22,064,000
+14.9%
6270.0%0.00%0.0%
Q1 2017$19,205,000
+100978.9%
6270.0%0.00%0.0%
Q4 2016$19,000
-99.9%
627
-6.1%
0.00%
-25.0%
Q3 2016$20,888,000
+22.4%
6680.0%0.00%
+33.3%
Q2 2016$17,060,000
-40.3%
668
-28.0%
0.00%
-50.0%
Q1 2016$28,554,000
-8.1%
9280.0%0.01%0.0%
Q4 2015$31,069,000
-99.3%
928
-99.4%
0.01%
-99.3%
Q3 2015$4,490,922,000
+74.1%
143,801
+108.9%
0.86%
+62.5%
Q2 2015$2,580,102,000
-0.7%
68,821
+5.2%
0.53%
-2.4%
Q1 2015$2,597,603,000
+3.6%
65,447
+3.1%
0.54%
-1.8%
Q4 2014$2,507,535,000
+3.4%
63,449
+3.3%
0.55%
-3.2%
Q3 2014$2,425,886,000
+11.2%
61,445
+6.4%
0.57%
+7.2%
Q2 2014$2,180,748,000
+10.5%
57,768
+8.3%
0.53%
+2.9%
Q1 2014$1,973,543,00053,3390.52%
Other shareholders
INVESCO LTD shareholders Q3 2021
NameSharesValueWeighting ↓
Kiltearn Partners LLP 7,127,910$224,387,0005.45%
Cornerstone Capital, Inc. 508,664$16,282,0002.68%
REINHART PARTNERS, LLC. 748,212$23,950,0002.47%
Signature Wealth Management Group 97,832$3,132,0002.42%
WATERS PARKERSON & CO., LLC 738,159$23,628,0002.07%
ZWJ INVESTMENT COUNSEL INC 714,155$22,860,0002.06%
COMMUNITY TRUST & INVESTMENT CO 483,320$15,471,0001.87%
TEALWOOD ASSET MANAGEMENT INC 135,117$4,325,0001.72%
Poehling Capital Management, INC. 61,955$1,983,0001.60%
Nelson Capital Management, LLC 192,267$6,154,0001.60%
View complete list of INVESCO LTD shareholders