Jacobi Capital Management LLC - INVESCO LTD ownership

INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 508 filers reported holding INVESCO LTD in Q4 2020. The put-call ratio across all filers is 0.62 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
Jacobi Capital Management LLC ownership history of INVESCO LTD
ValueSharesWeighting
Q3 2021$10,000
-9.1%
4100.0%0.00%0.0%
Q2 2021$11,000
+10.0%
4100.0%0.00%0.0%
Q1 2021$10,000
+42.9%
4100.0%0.00%0.0%
Q4 2020$7,000
+40.0%
4100.0%0.00%0.0%
Q3 2020$5,000
+25.0%
4100.0%0.00%0.0%
Q2 2020$4,0000.0%4100.0%0.00%0.0%
Q1 2020$4,000
-42.9%
4100.0%0.00%0.0%
Q4 2019$7,000
-41.7%
410
-42.3%
0.00%
-50.0%
Q3 2019$12,000
-20.0%
7100.0%0.00%
-33.3%
Q2 2019$15,000
+7.1%
7100.0%0.00%
-25.0%
Q1 2019$14,000
+100.0%
710
+73.2%
0.00%
+100.0%
Q4 2018$7,000
-22.2%
4100.0%0.00%0.0%
Q3 2018$9,000
-18.2%
4100.0%0.00%
-33.3%
Q2 2018$11,000
-15.4%
4100.0%0.00%
-25.0%
Q1 2018$13,000
-13.3%
4100.0%0.00%
-20.0%
Q4 2017$15,0000.0%4100.0%0.01%0.0%
Q3 2017$15,0004100.01%
Other shareholders
INVESCO LTD shareholders Q4 2020
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