CARRET ASSET MANAGEMENT, LLC - INVESCO LTD ownership

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
CARRET ASSET MANAGEMENT, LLC ownership history of INVESCO LTD
ValueSharesWeighting
Q3 2023$152,460
-20.4%
10,500
-7.9%
0.02%
-16.0%
Q2 2023$191,634
+0.3%
11,400
-2.1%
0.02%
-7.4%
Q1 2023$191,000
+83306.1%
11,650
-8.6%
0.03%
-15.6%
Q4 2022$229
-99.9%
12,750
-13.9%
0.03%
+6.7%
Q3 2022$203,000
-15.1%
14,8000.0%0.03%
-9.1%
Q2 2022$239,000
-29.9%
14,8000.0%0.03%
-15.4%
Q1 2022$341,0000.0%14,8000.0%0.04%
+2.6%
Q4 2021$341,000
-6.6%
14,800
-2.2%
0.04%
-13.6%
Q3 2021$365,000
-9.9%
15,1350.0%0.04%
-6.4%
Q2 2021$405,000
-1.7%
15,135
-7.3%
0.05%
-7.8%
Q1 2021$412,000
+39.7%
16,335
-3.5%
0.05%
+27.5%
Q4 2020$295,000
+46.8%
16,935
-3.7%
0.04%
+33.3%
Q3 2020$201,000
+0.5%
17,585
-5.4%
0.03%
-6.2%
Q2 2020$200,000
+13.0%
18,585
-4.6%
0.03%
-5.9%
Q1 2020$177,000
-28.9%
19,485
+40.8%
0.03%
-5.6%
Q4 2019$249,000
-42.8%
13,835
-46.1%
0.04%
-47.8%
Q3 2019$435,000
-38.2%
25,685
-25.4%
0.07%
-38.4%
Q2 2019$704,000
-21.2%
34,420
-25.6%
0.11%
-23.3%
Q1 2019$893,000
+11.5%
46,270
-3.2%
0.15%
+1.4%
Q4 2018$801,000
-61.9%
47,820
-47.9%
0.14%
-55.4%
Q3 2018$2,101,000
-10.8%
91,845
+3.5%
0.32%
-16.1%
Q2 2018$2,356,000
+7.3%
88,700
+29.3%
0.38%
+6.6%
Q1 2018$2,196,000
+165.9%
68,610
+203.7%
0.36%
+182.0%
Q4 2017$826,00022,5930.13%
Other shareholders
INVESCO LTD shareholders Q3 2021
NameSharesValueWeighting ↓
Kiltearn Partners LLP 8,758,297$200,390,0004.62%
Algebris (UK) Ltd 1,007,944$23,062,0003.44%
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 288,540$6,706,0002.75%
Palouse Capital Management, Inc. 337,299$7,717,0002.70%
REINHART PARTNERS, LLC. 1,245,339$28,493,0002.58%
CONTINENTAL ADVISORS LLC 488,500$11,177,0002.44%
Sage Capital Advisors,llc 155,623$3,561,0002.23%
Algebris (UK) Ltd 550,000$12,584,0001.88%
Cornerstone Capital, Inc. 496,879$11,369,0001.73%
CONTINENTAL ADVISORS LLC 344,102$7,873,0001.72%
View complete list of INVESCO LTD shareholders