Baldrige Asset Management LLC - INVESCO LTD ownership

INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 510 filers reported holding INVESCO LTD in Q2 2022. The put-call ratio across all filers is 2.67 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
Baldrige Asset Management LLC ownership history of INVESCO LTD
ValueSharesWeighting
Q1 2023$363
-8.8%
22,1290.0%0.15%
-15.8%
Q4 2022$398
-99.9%
22,1290.0%0.18%
+22.9%
Q3 2022$303,000
-15.1%
22,1290.0%0.14%
-12.2%
Q2 2022$357,000
-30.0%
22,1290.0%0.16%
-21.2%
Q1 2022$510,000
+0.2%
22,1290.0%0.21%
+5.1%
Q4 2021$509,000
-9.4%
22,129
-5.0%
0.20%
-15.4%
Q3 2021$562,000
-15.5%
23,296
-6.4%
0.23%
-18.8%
Q2 2021$665,000
-0.9%
24,896
-6.5%
0.29%
-21.5%
Q1 2021$671,000
+40.4%
26,616
-2.9%
0.37%
+29.2%
Q4 2020$478,000
+52.7%
27,4000.0%0.28%
+34.6%
Q3 2020$313,000
-9.3%
27,400
-14.6%
0.21%
-18.5%
Q2 2020$345,000
+18.6%
32,0720.0%0.26%
+2.0%
Q1 2020$291,000
-49.6%
32,0720.0%0.25%
-46.6%
Q4 2019$577,000
-2.2%
32,072
-7.9%
0.48%
-9.0%
Q3 2019$590,000
-24.4%
34,822
-8.6%
0.52%
-27.3%
Q2 2019$780,000
-6.0%
38,102
-11.4%
0.72%
-11.2%
Q1 2019$830,00043,0160.81%
Other shareholders
INVESCO LTD shareholders Q2 2022
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