DIMENSIONAL FUND ADVISORS LP - INVESCO LTD ownership

INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 451 filers reported holding INVESCO LTD in Q3 2020. The put-call ratio across all filers is 1.00 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
DIMENSIONAL FUND ADVISORS LP ownership history of INVESCO LTD
ValueSharesWeighting
Q3 2023$162,713,136
+1.2%
11,206,012
+17.2%
0.05%
+3.9%
Q2 2023$160,755,819
+4.4%
9,563,021
+1.8%
0.05%
-1.9%
Q1 2023$154,014,521
+94585.5%
9,391,387
+3.9%
0.05%
+8.3%
Q4 2022$162,659
-99.9%
9,041,422
+5.6%
0.05%
+6.7%
Q3 2022$117,290,000
-18.5%
8,560,662
-4.0%
0.04%
-13.5%
Q2 2022$143,837,000
-30.2%
8,917,351
-0.2%
0.05%
-17.5%
Q1 2022$206,060,000
+0.8%
8,935,376
+0.7%
0.06%
+1.6%
Q4 2021$204,346,000
-5.9%
8,876,786
-1.5%
0.06%
-11.4%
Q3 2021$217,205,000
-10.7%
9,008,297
-1.0%
0.07%
-9.1%
Q2 2021$243,227,000
-0.4%
9,099,732
-6.0%
0.08%
-4.9%
Q1 2021$244,162,000
+37.9%
9,681,545
-4.7%
0.08%
+26.6%
Q4 2020$177,019,000
+53.8%
10,156,065
+0.7%
0.06%
+30.6%
Q3 2020$115,076,000
+12.5%
10,085,646
+6.1%
0.05%
+8.9%
Q2 2020$102,309,000
+29.6%
9,509,273
+9.4%
0.04%
+9.8%
Q1 2020$78,967,000
-42.7%
8,694,879
+13.5%
0.04%
-18.0%
Q4 2019$137,797,000
+8.9%
7,664,000
+2.6%
0.05%
+2.0%
Q3 2019$126,588,000
-5.3%
7,472,526
+14.4%
0.05%
-5.8%
Q2 2019$133,645,000
+4.4%
6,532,052
-1.5%
0.05%
+2.0%
Q1 2019$127,994,000
+51.5%
6,628,207
+31.3%
0.05%
+34.2%
Q4 2018$84,501,000
+4.3%
5,047,946
+42.6%
0.04%
+22.6%
Q3 2018$81,005,000
-11.8%
3,540,286
+2.4%
0.03%
-16.2%
Q2 2018$91,796,000
-14.2%
3,456,103
+3.5%
0.04%
-17.8%
Q1 2018$106,933,000
+3.5%
3,340,611
+18.2%
0.04%
+4.7%
Q4 2017$103,318,000
+5.8%
2,827,432
+1.5%
0.04%0.0%
Q3 2017$97,644,000
-0.1%
2,786,828
+0.3%
0.04%
-4.4%
Q2 2017$97,754,000
+17.1%
2,777,911
+2.0%
0.04%
+12.5%
Q1 2017$83,457,000
+31.1%
2,724,702
+29.9%
0.04%
+25.0%
Q4 2016$63,662,000
-8.2%
2,098,338
-5.4%
0.03%
-13.5%
Q3 2016$69,376,000
+26.9%
2,218,831
+3.7%
0.04%
+19.4%
Q2 2016$54,662,000
-11.9%
2,140,462
+6.2%
0.03%
-16.2%
Q1 2016$62,029,000
+2.8%
2,015,763
+11.8%
0.04%
-2.6%
Q4 2015$60,359,000
+29.2%
1,802,857
+20.5%
0.04%
+22.6%
Q3 2015$46,707,000
-10.1%
1,495,578
+7.9%
0.03%
-3.1%
Q2 2015$51,960,000
+5.1%
1,385,932
+11.2%
0.03%
+3.2%
Q1 2015$49,457,000
+0.8%
1,246,102
+0.4%
0.03%
-3.1%
Q4 2014$49,072,000
-6.2%
1,241,566
-6.3%
0.03%
-13.5%
Q3 2014$52,303,000
+2.9%
1,324,727
-1.6%
0.04%
+5.7%
Q2 2014$50,825,000
-13.4%
1,346,392
-15.1%
0.04%
-20.5%
Q1 2014$58,699,000
+1.8%
1,586,729
+0.2%
0.04%
-2.2%
Q4 2013$57,651,000
+14.6%
1,583,830
+0.4%
0.04%
+2.3%
Q3 2013$50,308,000
+4.8%
1,577,134
+4.5%
0.04%
-2.2%
Q2 2013$48,025,0001,509,9040.04%
Other shareholders
INVESCO LTD shareholders Q3 2020
NameSharesValueWeighting ↓
Kiltearn Partners LLP 7,365,010$195,615,0004.40%
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 262,497$6,972,0003.09%
REINHART PARTNERS, LLC. 1,180,242$31,347,0003.01%
Cornerstone Capital, Inc. 582,829$15,480,0002.63%
Algebris (UK) Ltd 777,597$20,653,0002.10%
Signature Wealth Management Group 98,686$2,621,0001.94%
Townsend & Associates, Inc 64,537$1,714,0001.92%
CONTINENTAL ADVISORS LLC 270,000$7,171,0001.79%
Mork Capital Management, LLC 73,400$1,950,0001.72%
ZWJ INVESTMENT COUNSEL INC 739,389$19,638,0001.70%
View complete list of INVESCO LTD shareholders