INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 473 filers reported holding INVESCO LTD in Q2 2023. The put-call ratio across all filers is 2.36 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 | $338,140 | +19.1% | 23,288 | +37.9% | 0.01% | +16.7% |
| Q2 2023 | $283,853 | -20.9% | 16,886 | -22.8% | 0.01% | -25.0% |
| Q1 2023 | $358,801 | +23.9% | 21,878 | +35.9% | 0.01% | 0.0% |
| Q4 2022 | $289,572 | +34.1% | 16,096 | +2.0% | 0.01% | +33.3% |
| Q3 2022 | $216,000 | +30.9% | 15,779 | +54.2% | 0.01% | +20.0% |
| Q2 2022 | $165,000 | -19.5% | 10,234 | +15.1% | 0.01% | 0.0% |
| Q1 2022 | $205,000 | -8.9% | 8,894 | -9.2% | 0.01% | 0.0% |
| Q4 2021 | $225,000 | -5.1% | 9,792 | -0.5% | 0.01% | -16.7% |
| Q3 2021 | $237,000 | +3.9% | 9,839 | +15.6% | 0.01% | -14.3% |
| Q2 2021 | $228,000 | – | 8,512 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kiltearn Partners LLP | 5,765,510 | $202,888,000 | 6.52% |
| REINHART PARTNERS, LLC. | 807,864 | $28,429,000 | 2.84% |
| SOUND SHORE MANAGEMENT INC /CT/ | 4,410,603 | $155,209,000 | 2.54% |
| Cornerstone Capital, Inc. | 360,160 | $12,674,000 | 2.41% |
| WATERS PARKERSON & CO., LLC | 723,068 | $25,445,000 | 2.35% |
| Nelson Capital Management, LLC | 191,049 | $6,723,000 | 2.28% |
| HIGHFIELDS CAPITAL MANAGEMENT LP | 8,241,230 | $290,009,000 | 2.15% |
| ZWJ INVESTMENT COUNSEL INC | 700,355 | $24,645,000 | 1.97% |
| Donoghue Forlines LLC | 469,293 | $16,514,000 | 1.87% |
| CROFT-LEOMINSTER INC | 218,485 | $7,688,000 | 1.82% |