INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 483 filers reported holding INVESCO LTD in Q3 2023. The put-call ratio across all filers is 2.43 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,692,015 | -13.1% | 254,271 | +0.6% | 1.29% | -10.0% |
| Q2 2023 | $4,249,467 | +0.7% | 252,794 | -1.8% | 1.44% | +0.9% |
| Q1 2023 | $4,221,475 | -7.1% | 257,407 | +1.9% | 1.42% | -16.4% |
| Q4 2022 | $4,545,066 | +29.3% | 252,644 | -1.5% | 1.70% | +15.5% |
| Q3 2022 | $3,516,000 | -14.9% | 256,608 | +0.1% | 1.47% | -5.3% |
| Q2 2022 | $4,133,000 | -25.4% | 256,255 | +6.7% | 1.56% | -9.1% |
| Q1 2022 | $5,538,000 | +1.2% | 240,162 | +1.0% | 1.71% | -3.2% |
| Q4 2021 | $5,473,000 | +4.8% | 237,769 | +9.8% | 1.77% | +0.2% |
| Q3 2021 | $5,221,000 | -12.4% | 216,529 | -2.9% | 1.76% | -7.2% |
| Q2 2021 | $5,963,000 | +4.8% | 223,076 | -1.1% | 1.90% | -4.6% |
| Q1 2021 | $5,690,000 | +43.0% | 225,613 | -1.2% | 1.99% | +26.2% |
| Q4 2020 | $3,979,000 | +52.9% | 228,272 | +0.1% | 1.58% | +18.1% |
| Q3 2020 | $2,603,000 | 0.0% | 228,129 | -5.7% | 1.34% | -4.6% |
| Q2 2020 | $2,603,000 | +60.2% | 241,953 | +35.2% | 1.40% | +17.5% |
| Q1 2020 | $1,625,000 | -11.5% | 178,985 | +75.2% | 1.19% | -1.0% |
| Q4 2019 | $1,837,000 | +70.1% | 102,180 | +60.2% | 1.20% | +51.9% |
| Q3 2019 | $1,080,000 | -19.6% | 63,775 | -2.9% | 0.79% | -12.1% |
| Q2 2019 | $1,344,000 | +7.5% | 65,695 | +1.5% | 0.90% | -1.1% |
| Q1 2019 | $1,250,000 | +83.6% | 64,720 | +59.1% | 0.91% | +38.7% |
| Q4 2018 | $681,000 | -69.9% | 40,685 | -58.9% | 0.66% | -59.0% |
| Q3 2018 | $2,262,000 | +78.7% | 98,885 | +107.5% | 1.60% | +44.7% |
| Q2 2018 | $1,266,000 | -36.2% | 47,660 | -23.1% | 1.11% | -30.8% |
| Q1 2018 | $1,983,000 | +214.8% | 61,955 | +259.3% | 1.60% | +199.3% |
| Q4 2017 | $630,000 | – | 17,245 | – | 0.54% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kiltearn Partners LLP | 7,365,010 | $195,615,000 | 4.40% |
| GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 262,497 | $6,972,000 | 3.09% |
| REINHART PARTNERS, LLC. | 1,180,242 | $31,347,000 | 3.01% |
| Cornerstone Capital, Inc. | 582,829 | $15,480,000 | 2.63% |
| Algebris (UK) Ltd | 777,597 | $20,653,000 | 2.10% |
| Signature Wealth Management Group | 98,686 | $2,621,000 | 1.94% |
| Townsend & Associates, Inc | 64,537 | $1,714,000 | 1.92% |
| CONTINENTAL ADVISORS LLC | 270,000 | $7,171,000 | 1.79% |
| Mork Capital Management, LLC | 73,400 | $1,950,000 | 1.72% |
| ZWJ INVESTMENT COUNSEL INC | 739,389 | $19,638,000 | 1.70% |