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 | $156,787 | -13.6% | 10,798 | 0.0% | 0.04% | -11.4% |
| Q2 2023 | $181,515 | +2.5% | 10,798 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $177,088 | -8.8% | 10,798 | 0.0% | 0.04% | -12.0% |
| Q4 2022 | $194,256 | +31.3% | 10,798 | 0.0% | 0.05% | +19.0% |
| Q3 2022 | $148,000 | -14.9% | 10,798 | 0.0% | 0.04% | -8.7% |
| Q2 2022 | $174,000 | -30.1% | 10,798 | 0.0% | 0.05% | -20.7% |
| Q1 2022 | $249,000 | -31.8% | 10,798 | -32.0% | 0.06% | -34.8% |
| Q4 2021 | $365,000 | -4.7% | 15,875 | 0.0% | 0.09% | -16.8% |
| Q3 2021 | $383,000 | -9.7% | 15,875 | 0.0% | 0.11% | -10.8% |
| Q2 2021 | $424,000 | +6.0% | 15,875 | 0.0% | 0.12% | -9.8% |
| Q1 2021 | $400,000 | +44.4% | 15,875 | 0.0% | 0.13% | +31.7% |
| Q4 2020 | $277,000 | +53.0% | 15,875 | 0.0% | 0.10% | +29.5% |
| Q3 2020 | $181,000 | +5.8% | 15,875 | 0.0% | 0.08% | -1.3% |
| Q2 2020 | $171,000 | +18.8% | 15,875 | 0.0% | 0.08% | -1.2% |
| Q1 2020 | $144,000 | -49.5% | 15,875 | 0.0% | 0.08% | -28.6% |
| Q4 2019 | $285,000 | +5.9% | 15,875 | 0.0% | 0.11% | -2.6% |
| Q3 2019 | $269,000 | – | 15,875 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Selkirk Management LLC | 216,409 | $8,544,000 | 5.37% |
| SCHOLTZ & COMPANY, LLC | 99,875 | $3,943,000 | 3.89% |
| Nelson Capital Management, LLC | 244,633 | $9,658,000 | 3.64% |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC | 414,393 | $16,361,000 | 3.22% |
| NATIONAL INVESTMENT SERVICES INC /WI | 99,713 | $3,937,000 | 3.22% |
| DSM CAPITAL PARTNERS LLC | 3,598,151 | $142,055,000 | 2.82% |
| WATERS PARKERSON & CO., LLC | 547,213 | $21,604,000 | 2.59% |
| SOUND SHORE MANAGEMENT INC /CT/ | 4,067,136 | $160,571,000 | 2.58% |
| Integre Asset Management, LLC | 264,513 | $10,443,000 | 2.21% |
| Parametric Risk Advisors LLC | 750,000 | $29,610,000 | 2.00% |