INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 508 filers reported holding INVESCO LTD in Q4 2020. The put-call ratio across all filers is 0.62 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 | $36,707 | -26.7% | 2,528 | -15.1% | 0.00% | – |
| Q2 2023 | $50,077 | +3.9% | 2,979 | +1.4% | 0.00% | – |
| Q1 2023 | $48,183 | -17.5% | 2,938 | -9.5% | 0.00% | -100.0% |
| Q4 2022 | $58,432 | -1.0% | 3,248 | -24.8% | 0.00% | 0.0% |
| Q3 2022 | $59,000 | -16.9% | 4,322 | -2.4% | 0.00% | 0.0% |
| Q2 2022 | $71,000 | -45.4% | 4,429 | -21.7% | 0.00% | 0.0% |
| Q1 2022 | $130,000 | 0.0% | 5,656 | -0.2% | 0.00% | 0.0% |
| Q4 2021 | $130,000 | +97.0% | 5,665 | +108.4% | 0.00% | 0.0% |
| Q3 2021 | $66,000 | +3.1% | 2,718 | +12.7% | 0.00% | 0.0% |
| Q2 2021 | $64,000 | +4.9% | 2,411 | -1.1% | 0.00% | 0.0% |
| Q1 2021 | $61,000 | +41.9% | 2,438 | -2.0% | 0.00% | 0.0% |
| Q4 2020 | $43,000 | +43.3% | 2,488 | -4.9% | 0.00% | – |
| Q3 2020 | $30,000 | +25.0% | 2,617 | +18.1% | 0.00% | – |
| Q2 2020 | $24,000 | -42.9% | 2,215 | -52.4% | 0.00% | -100.0% |
| Q1 2020 | $42,000 | -76.1% | 4,655 | -52.6% | 0.00% | -66.7% |
| Q4 2019 | $176,000 | +69.2% | 9,825 | +59.2% | 0.00% | +50.0% |
| Q3 2019 | $104,000 | -21.2% | 6,170 | -5.0% | 0.00% | 0.0% |
| Q2 2019 | $132,000 | +11.9% | 6,493 | +6.8% | 0.00% | 0.0% |
| Q1 2019 | $118,000 | +1.7% | 6,078 | -12.7% | 0.00% | 0.0% |
| Q4 2018 | $116,000 | -50.4% | 6,960 | -31.9% | 0.00% | -50.0% |
| Q3 2018 | $234,000 | -33.7% | 10,223 | -23.3% | 0.00% | -33.3% |
| Q2 2018 | $353,000 | -20.5% | 13,326 | -3.8% | 0.01% | -14.3% |
| Q1 2018 | $444,000 | -11.0% | 13,855 | +1.4% | 0.01% | -12.5% |
| Q4 2017 | $499,000 | -6.4% | 13,657 | -10.3% | 0.01% | -11.1% |
| Q3 2017 | $533,000 | +5.8% | 15,226 | +6.3% | 0.01% | 0.0% |
| Q2 2017 | $504,000 | +15.6% | 14,321 | +0.7% | 0.01% | +12.5% |
| Q1 2017 | $436,000 | -43.2% | 14,218 | -43.7% | 0.01% | -42.9% |
| Q4 2016 | $767,000 | -9.6% | 25,275 | -6.8% | 0.01% | -12.5% |
| Q3 2016 | $848,000 | +129.2% | 27,129 | +87.4% | 0.02% | +77.8% |
| Q2 2016 | $370,000 | -45.1% | 14,480 | -14.7% | 0.01% | -43.8% |
| Q1 2016 | $674,000 | +17.8% | 16,980 | -0.6% | 0.02% | +14.3% |
| Q4 2015 | $572,000 | +8.5% | 17,077 | +1.1% | 0.01% | 0.0% |
| Q3 2015 | $527,000 | -15.7% | 16,886 | +1.3% | 0.01% | -6.7% |
| Q2 2015 | $625,000 | -9.3% | 16,672 | -4.0% | 0.02% | -11.8% |
| Q1 2015 | $689,000 | +7.2% | 17,365 | +6.8% | 0.02% | +13.3% |
| Q4 2014 | $643,000 | +2.1% | 16,258 | +1.9% | 0.02% | +15.4% |
| Q3 2014 | $630,000 | -55.3% | 15,952 | -57.3% | 0.01% | -53.6% |
| Q2 2014 | $1,409,000 | +2.2% | 37,324 | +0.1% | 0.03% | +7.7% |
| Q1 2014 | $1,379,000 | +207.8% | 37,283 | +202.5% | 0.03% | +116.7% |
| Q4 2013 | $448,000 | +14.0% | 12,326 | +0.1% | 0.01% | 0.0% |
| Q3 2013 | $393,000 | -10.9% | 12,309 | -11.1% | 0.01% | -14.3% |
| Q2 2013 | $441,000 | +15.4% | 13,848 | +5.1% | 0.01% | +16.7% |
| Q1 2013 | $382,000 | +1.9% | 13,177 | -8.4% | 0.01% | -7.7% |
| Q4 2012 | $375,000 | +3.0% | 14,381 | -1.3% | 0.01% | 0.0% |
| Q3 2012 | $364,000 | -15.3% | 14,569 | -23.4% | 0.01% | -18.8% |
| Q2 2012 | $430,000 | -24.2% | 19,021 | -10.5% | 0.02% | -20.0% |
| Q1 2012 | $567,000 | +28.0% | 21,261 | -3.5% | 0.02% | +11.1% |
| Q4 2011 | $443,000 | +31.1% | 22,032 | +1.3% | 0.02% | +20.0% |
| Q3 2011 | $338,000 | -34.0% | 21,756 | -0.7% | 0.02% | -21.1% |
| Q2 2011 | $512,000 | -8.1% | 21,911 | +0.6% | 0.02% | -9.5% |
| Q1 2011 | $557,000 | +7.3% | 21,786 | +1.0% | 0.02% | +5.0% |
| Q4 2010 | $519,000 | +12.6% | 21,562 | -0.7% | 0.02% | 0.0% |
| Q3 2010 | $461,000 | +48.7% | 21,721 | +17.8% | 0.02% | +33.3% |
| Q2 2010 | $310,000 | -30.8% | 18,441 | -9.8% | 0.02% | -16.7% |
| Q1 2010 | $448,000 | +9.8% | 20,448 | +17.6% | 0.02% | +5.9% |
| Q4 2009 | $408,000 | +416.5% | 17,383 | +404.0% | 0.02% | +325.0% |
| Q3 2009 | $79,000 | +36.2% | 3,449 | +5.9% | 0.00% | +33.3% |
| Q2 2009 | $58,000 | +34.9% | 3,258 | +4.3% | 0.00% | 0.0% |
| Q1 2009 | $43,000 | – | 3,124 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kiltearn Partners LLP | 7,365,010 | $195,615,000 | 4.40% |
| GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 262,497 | $6,972,000 | 3.09% |
| REINHART PARTNERS, LLC. | 1,180,242 | $31,347,000 | 3.01% |
| Cornerstone Capital, Inc. | 582,829 | $15,480,000 | 2.63% |
| Algebris (UK) Ltd | 777,597 | $20,653,000 | 2.10% |
| Signature Wealth Management Group | 98,686 | $2,621,000 | 1.94% |
| Townsend & Associates, Inc | 64,537 | $1,714,000 | 1.92% |
| CONTINENTAL ADVISORS LLC | 270,000 | $7,171,000 | 1.79% |
| Mork Capital Management, LLC | 73,400 | $1,950,000 | 1.72% |
| ZWJ INVESTMENT COUNSEL INC | 739,389 | $19,638,000 | 1.70% |