INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 470 filers reported holding INVESCO LTD in Q4 2013. 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 | $31,639 | +352.0% | 2,179 | +313.5% | 0.00% | – |
| Q3 2022 | $7,000 | +133.3% | 527 | +237.8% | 0.00% | – |
| Q2 2022 | $3,000 | -81.2% | 156 | -78.0% | 0.00% | – |
| Q1 2022 | $16,000 | -84.9% | 709 | -84.6% | 0.00% | – |
| Q4 2021 | $106,000 | +140.9% | 4,612 | +154.4% | 0.00% | – |
| Q3 2021 | $44,000 | -13.7% | 1,813 | -5.7% | 0.00% | – |
| Q2 2021 | $51,000 | -34.6% | 1,922 | -38.2% | 0.00% | – |
| Q1 2021 | $78,000 | +143.8% | 3,109 | +67.7% | 0.00% | – |
| Q4 2020 | $32,000 | -71.9% | 1,854 | -85.2% | 0.00% | – |
| Q1 2020 | $114,000 | -79.1% | 12,523 | -58.8% | 0.00% | -100.0% |
| Q4 2019 | $546,000 | -29.0% | 30,381 | -33.1% | 0.00% | -50.0% |
| Q3 2019 | $769,000 | -27.5% | 45,388 | -12.4% | 0.00% | 0.0% |
| Q2 2019 | $1,060,000 | -6.9% | 51,797 | -12.2% | 0.00% | -33.3% |
| Q1 2019 | $1,139,000 | +33.5% | 58,984 | +15.8% | 0.00% | +50.0% |
| Q4 2018 | $853,000 | -24.8% | 50,922 | +2.6% | 0.00% | -33.3% |
| Q3 2018 | $1,135,000 | -20.5% | 49,608 | -7.8% | 0.00% | 0.0% |
| Q2 2018 | $1,428,000 | -16.4% | 53,776 | +0.8% | 0.00% | -25.0% |
| Q1 2018 | $1,708,000 | -9.7% | 53,365 | +3.0% | 0.00% | -20.0% |
| Q4 2017 | $1,892,000 | +11.7% | 51,795 | +7.1% | 0.01% | 0.0% |
| Q3 2017 | $1,694,000 | -7.8% | 48,345 | -7.3% | 0.01% | 0.0% |
| Q2 2017 | $1,837,000 | +20.4% | 52,180 | +4.7% | 0.01% | 0.0% |
| Q1 2017 | $1,526,000 | -5.9% | 49,825 | -6.7% | 0.01% | -16.7% |
| Q4 2016 | $1,621,000 | -16.1% | 53,429 | -13.5% | 0.01% | -25.0% |
| Q3 2016 | $1,932,000 | +31.9% | 61,781 | +7.7% | 0.01% | +33.3% |
| Q2 2016 | $1,465,000 | -22.2% | 57,349 | -6.2% | 0.01% | -45.5% |
| Q1 2016 | $1,882,000 | +5.3% | 61,158 | +14.6% | 0.01% | 0.0% |
| Q4 2015 | $1,787,000 | +14.0% | 53,388 | +6.3% | 0.01% | +10.0% |
| Q3 2015 | $1,568,000 | -14.5% | 50,203 | +2.7% | 0.01% | -16.7% |
| Q2 2015 | $1,833,000 | -3.5% | 48,897 | +2.2% | 0.01% | 0.0% |
| Q1 2015 | $1,899,000 | +1.1% | 47,830 | +0.7% | 0.01% | -7.7% |
| Q4 2014 | $1,878,000 | -1.2% | 47,509 | -1.3% | 0.01% | -7.1% |
| Q3 2014 | $1,900,000 | +28.3% | 48,114 | +22.7% | 0.01% | +27.3% |
| Q2 2014 | $1,481,000 | +6.5% | 39,228 | +4.4% | 0.01% | 0.0% |
| Q1 2014 | $1,390,000 | +5.8% | 37,573 | +4.1% | 0.01% | -8.3% |
| Q4 2013 | $1,314,000 | +12.1% | 36,104 | -1.7% | 0.01% | +9.1% |
| Q3 2013 | $1,172,000 | +0.9% | 36,725 | +0.5% | 0.01% | -8.3% |
| Q2 2013 | $1,162,000 | – | 36,526 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Selkirk Management LLC | 216,409 | $8,544,000 | 5.37% |
| SCHOLTZ & COMPANY, LLC | 99,875 | $3,943,000 | 3.89% |
| Nelson Capital Management, LLC | 244,633 | $9,658,000 | 3.64% |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC | 414,393 | $16,361,000 | 3.22% |
| NATIONAL INVESTMENT SERVICES INC /WI | 99,713 | $3,937,000 | 3.22% |
| DSM CAPITAL PARTNERS LLC | 3,598,151 | $142,055,000 | 2.82% |
| WATERS PARKERSON & CO., LLC | 547,213 | $21,604,000 | 2.59% |
| SOUND SHORE MANAGEMENT INC /CT/ | 4,067,136 | $160,571,000 | 2.58% |
| Integre Asset Management, LLC | 264,513 | $10,443,000 | 2.21% |
| Parametric Risk Advisors LLC | 750,000 | $29,610,000 | 2.00% |