INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 550 filers reported holding INVESCO LTD in Q3 2021. The put-call ratio across all filers is 0.84 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 | $562 | -13.7% | 38,702 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $651 | -3.1% | 38,702 | -5.6% | 0.01% | -14.3% |
| Q1 2023 | $672 | -8.8% | 41,009 | 0.0% | 0.01% | -12.5% |
| Q4 2022 | $737 | -99.9% | 41,009 | 0.0% | 0.01% | +14.3% |
| Q3 2022 | $562,000 | +1.1% | 41,009 | +70.0% | 0.01% | +40.0% |
| Q1 2022 | $556,000 | -97.5% | 24,124 | -97.5% | 0.01% | -97.5% |
| Q4 2021 | $22,653,000 | +0.9% | 984,083 | +5.7% | 0.20% | -3.8% |
| Q3 2021 | $22,452,000 | +5.1% | 931,260 | +16.6% | 0.21% | +6.1% |
| Q2 2021 | $21,353,000 | +3111.0% | 798,860 | +2931.7% | 0.20% | +2714.3% |
| Q1 2021 | $665,000 | +44.9% | 26,350 | 0.0% | 0.01% | +40.0% |
| Q4 2020 | $459,000 | +52.5% | 26,350 | 0.0% | 0.01% | +66.7% |
| Q3 2020 | $301,000 | +6.0% | 26,350 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $284,000 | -6.3% | 26,350 | -21.0% | 0.00% | -25.0% |
| Q1 2020 | $303,000 | -57.2% | 33,350 | -15.2% | 0.00% | -50.0% |
| Q4 2019 | $708,000 | +6.1% | 39,350 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $667,000 | +0.5% | 39,350 | +21.3% | 0.01% | 0.0% |
| Q2 2019 | $664,000 | -19.0% | 32,450 | -23.6% | 0.01% | -20.0% |
| Q1 2019 | $820,000 | +15.3% | 42,450 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $711,000 | -26.8% | 42,450 | 0.0% | 0.01% | -16.7% |
| Q3 2018 | $971,000 | -95.2% | 42,450 | -94.5% | 0.01% | -95.0% |
| Q2 2018 | $20,372,000 | -17.0% | 767,050 | 0.0% | 0.24% | -18.6% |
| Q1 2018 | $24,553,000 | -15.7% | 767,050 | -3.8% | 0.30% | -13.5% |
| Q4 2017 | $29,141,000 | +1.9% | 797,500 | -2.3% | 0.34% | -0.6% |
| Q3 2017 | $28,603,000 | +67.5% | 816,300 | +68.2% | 0.34% | +60.7% |
| Q2 2017 | $17,077,000 | +14.9% | 485,300 | 0.0% | 0.21% | +14.4% |
| Q1 2017 | $14,865,000 | -33.9% | 485,300 | -34.5% | 0.19% | -34.6% |
| Q4 2016 | $22,476,000 | +6.4% | 740,788 | +9.7% | 0.29% | +7.5% |
| Q3 2016 | $21,123,000 | +22.4% | 675,476 | 0.0% | 0.27% | +17.2% |
| Q2 2016 | $17,251,000 | -54.4% | 675,476 | -45.0% | 0.23% | -53.8% |
| Q1 2016 | $37,809,000 | -3.0% | 1,228,776 | +5.5% | 0.49% | -1.2% |
| Q4 2015 | $38,980,000 | -5.0% | 1,164,276 | -11.4% | 0.50% | -7.8% |
| Q3 2015 | $41,045,000 | -21.5% | 1,314,276 | -5.7% | 0.54% | -13.2% |
| Q2 2015 | $52,268,000 | -3.4% | 1,394,176 | +2.3% | 0.62% | -0.6% |
| Q1 2015 | $54,084,000 | +23.3% | 1,362,690 | +22.8% | 0.62% | +25.5% |
| Q4 2014 | $43,859,000 | -0.2% | 1,109,790 | -0.3% | 0.50% | -4.4% |
| Q3 2014 | $43,964,000 | +43.5% | 1,113,570 | +37.2% | 0.52% | +46.3% |
| Q2 2014 | $30,633,000 | -5.4% | 811,470 | -7.3% | 0.36% | -6.8% |
| Q1 2014 | $32,389,000 | -1.7% | 875,370 | -3.3% | 0.38% | -0.3% |
| Q4 2013 | $32,948,000 | +12.8% | 905,170 | -1.2% | 0.38% | +44.0% |
| Q3 2013 | $29,218,000 | -5.4% | 915,900 | -5.7% | 0.27% | -8.9% |
| Q2 2013 | $30,890,000 | – | 971,400 | – | 0.29% | – |
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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% |