INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 521 filers reported holding INVESCO LTD in Q1 2022. The put-call ratio across all filers is 2.02 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $474,780 | -11.1% | 32,698 | +2.9% | 0.16% | -9.3% |
| Q2 2023 | $533,972 | +70.0% | 31,765 | +65.8% | 0.17% | +68.6% |
| Q1 2023 | $314,156 | -8.8% | 19,156 | +0.0% | 0.10% | -15.0% |
| Q4 2022 | $344,514 | +70.6% | 19,150 | +30.0% | 0.12% | +51.9% |
| Q3 2022 | $202,000 | +16.1% | 14,733 | +36.8% | 0.08% | +17.9% |
| Q2 2022 | $174,000 | -26.0% | 10,768 | +5.7% | 0.07% | -16.2% |
| Q1 2022 | $235,000 | +0.4% | 10,188 | +0.1% | 0.08% | +2.6% |
| Q4 2021 | $234,000 | -7.1% | 10,176 | -2.6% | 0.08% | -18.8% |
| Q3 2021 | $252,000 | – | 10,447 | -11.0% | 0.10% | – |
| Q2 2021 | $0 | -100.0% | 11,744 | -55.8% | 0.00% | -100.0% |
| Q1 2021 | $671,000 | +39.5% | 26,598 | -3.7% | 0.17% | +46.6% |
| Q4 2020 | $481,000 | +157.2% | 27,607 | +68.7% | 0.12% | +5.5% |
| Q3 2020 | $187,000 | -3.1% | 16,362 | -8.8% | 0.11% | -12.7% |
| Q2 2020 | $193,000 | – | 17,932 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kiltearn Partners LLP | 7,127,910 | $224,387,000 | 5.45% |
| Cornerstone Capital, Inc. | 508,664 | $16,282,000 | 2.68% |
| REINHART PARTNERS, LLC. | 748,212 | $23,950,000 | 2.47% |
| Signature Wealth Management Group | 97,832 | $3,132,000 | 2.42% |
| WATERS PARKERSON & CO., LLC | 738,159 | $23,628,000 | 2.07% |
| ZWJ INVESTMENT COUNSEL INC | 714,155 | $22,860,000 | 2.06% |
| COMMUNITY TRUST & INVESTMENT CO | 483,320 | $15,471,000 | 1.87% |
| TEALWOOD ASSET MANAGEMENT INC | 135,117 | $4,325,000 | 1.72% |
| Poehling Capital Management, INC. | 61,955 | $1,983,000 | 1.60% |
| Nelson Capital Management, LLC | 192,267 | $6,154,000 | 1.60% |