Baird Financial Group, Inc. - INVESCO LTD ownership

INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 586 filers reported holding INVESCO LTD in Q1 2018. The put-call ratio across all filers is 0.60 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
Baird Financial Group, Inc. ownership history of INVESCO LTD
ValueSharesWeighting
Q3 2023$1,484,801
-11.4%
102,259
+2.5%
0.00%0.0%
Q2 2023$1,676,739
-82.5%
99,747
-82.9%
0.00%
-83.3%
Q1 2023$9,562,479
+85081.5%
583,078
-6.6%
0.02%
-20.0%
Q4 2022$11,226
-99.9%
623,969
-15.1%
0.03%0.0%
Q3 2022$10,065,000
-9.1%
734,676
+7.0%
0.03%
-3.2%
Q2 2022$11,076,000
-27.3%
686,629
+4.0%
0.03%
-18.4%
Q1 2022$15,232,000
-8.4%
660,505
-8.5%
0.04%
-2.6%
Q4 2021$16,620,000
+25.5%
721,966
+31.4%
0.04%
+14.7%
Q3 2021$13,244,000
+441.5%
549,314
+500.1%
0.03%
+466.7%
Q2 2021$2,446,000
+12.7%
91,530
+6.3%
0.01%0.0%
Q1 2021$2,171,000
+28.2%
86,082
-11.4%
0.01%
+20.0%
Q4 2020$1,693,000
+68.0%
97,136
+10.0%
0.01%
+66.7%
Q3 2020$1,008,000
-42.4%
88,324
-45.7%
0.00%
-57.1%
Q2 2020$1,750,000
+23.8%
162,649
+4.5%
0.01%
+16.7%
Q1 2020$1,413,000
-38.1%
155,641
+22.6%
0.01%
-25.0%
Q4 2019$2,282,000
-10.6%
126,929
-15.8%
0.01%
-20.0%
Q3 2019$2,552,000
-5.1%
150,676
+14.7%
0.01%0.0%
Q2 2019$2,688,000
-10.6%
131,380
-15.6%
0.01%
-44.4%
Q1 2019$3,007,000
+7.6%
155,718
-6.7%
0.02%
-5.3%
Q4 2018$2,795,000
+22.5%
166,968
+68.4%
0.02%
+35.7%
Q3 2018$2,282,000
+791.4%
99,162
+926.9%
0.01%
+600.0%
Q2 2018$256,000
-30.1%
9,656
-15.6%
0.00%
-33.3%
Q1 2018$366,000
-61.1%
11,442
-62.6%
0.00%
-66.7%
Q1 2016$942,000
-94.8%
30,620
-94.3%
0.01%
-95.0%
Q4 2015$18,072,000
+8.8%
539,781
+1.5%
0.18%
+2.3%
Q3 2015$16,606,000
-18.1%
531,734
-1.7%
0.18%
-11.1%
Q2 2015$20,273,000540,7580.20%
Other shareholders
INVESCO LTD shareholders Q1 2018
NameSharesValueWeighting ↓
TRIAN FUND MANAGEMENT, L.P. 33,940,096$556,617,57414.84%
CONTINENTAL ADVISORS LLC 343,071$5,626,3643.00%
Insight Folios Inc 371,047$6,085,1762.70%
Palouse Capital Management, Inc. 187,305$3,071,7972.07%
VALUEWORKS LLC 252,164$4,1351.57%
Olstein Capital Management, L.P. 566,000$9,2821.45%
Poehling Capital Management, INC. 257,407$4,221,4751.42%
AMERICAN FINANCIAL GROUP INC 245,000$4,0181.25%
Point72 Europe (London) LLP 307,400$5,041,3601.10%
Mork Capital Management, LLC 73,400$1,203,7600.98%
View complete list of INVESCO LTD shareholders