STATE OF WISCONSIN INVESTMENT BOARD - INVESCO LTD ownership

INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 503 filers reported holding INVESCO LTD in Q1 2023. The put-call ratio across all filers is 1.50 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
STATE OF WISCONSIN INVESTMENT BOARD ownership history of INVESCO LTD
ValueSharesWeighting
Q3 2023$2,654,808
-11.8%
182,838
+2.1%
0.01%0.0%
Q2 2023$3,010,486
+1.6%
179,089
-0.9%
0.01%
-11.1%
Q1 2023$2,964,218
-4.6%
180,745
+4.7%
0.01%
-10.0%
Q4 2022$3,106,567
+16.8%
172,683
-11.1%
0.01%
+25.0%
Q3 2022$2,660,000
-31.6%
194,139
-19.5%
0.01%
-20.0%
Q2 2022$3,890,000
-32.6%
241,187
-3.6%
0.01%
-16.7%
Q1 2022$5,771,000
-70.5%
250,258
-70.5%
0.01%
-68.4%
Q4 2021$19,545,000
-6.2%
849,043
-1.8%
0.04%
-11.6%
Q3 2021$20,842,000
-10.5%
864,436
-0.8%
0.04%
-10.4%
Q2 2021$23,284,000
+2.3%
871,079
-3.4%
0.05%
-2.0%
Q1 2021$22,753,000
+43.9%
902,193
-0.6%
0.05%
+32.4%
Q4 2020$15,814,000
+59.0%
907,260
+4.1%
0.04%
+48.0%
Q3 2020$9,948,000
+6.4%
871,833
+0.3%
0.02%
-3.8%
Q2 2020$9,353,000
-0.4%
869,283
-15.9%
0.03%
-16.1%
Q1 2020$9,390,000
-45.1%
1,034,195
+8.7%
0.03%
-27.9%
Q4 2019$17,111,000
+30.6%
951,665
+23.0%
0.04%
+19.4%
Q3 2019$13,105,000
+13.1%
773,625
+36.6%
0.04%
+12.5%
Q2 2019$11,587,000
+11.5%
566,325
+5.3%
0.03%
+6.7%
Q1 2019$10,388,000
-26.5%
537,948
-36.3%
0.03%
-34.8%
Q4 2018$14,139,000
-15.3%
844,631
+15.8%
0.05%0.0%
Q3 2018$16,692,000
-21.8%
729,561
-9.2%
0.05%
-24.6%
Q2 2018$21,339,000
-35.9%
803,427
-22.7%
0.06%
-36.5%
Q1 2018$33,266,000
-3.2%
1,039,241
+10.5%
0.10%
+2.1%
Q4 2017$34,367,000
+7.2%
940,528
+2.8%
0.09%
-1.1%
Q3 2017$32,049,000
+3.2%
914,641
+3.6%
0.10%
-5.0%
Q2 2017$31,056,000
+30.2%
882,537
+13.3%
0.10%
+8.7%
Q1 2017$23,855,000
+7.7%
778,797
+6.7%
0.09%
-3.2%
Q4 2016$22,150,000
-20.8%
730,068
-18.3%
0.10%
-13.6%
Q3 2016$27,954,000
+21.0%
893,956
-1.2%
0.11%
+18.3%
Q2 2016$23,105,000
-19.8%
904,656
-3.4%
0.09%
-17.7%
Q1 2016$28,821,000
-9.3%
936,646
-1.3%
0.11%
-7.4%
Q4 2015$31,785,000
+6.9%
949,376
-0.3%
0.12%
+6.1%
Q3 2015$29,734,000
-17.5%
952,086
-0.9%
0.12%
-8.7%
Q2 2015$36,029,000
-5.3%
961,026
+0.2%
0.13%
-4.5%
Q1 2015$38,063,000
-0.5%
959,006
-0.9%
0.13%
+0.8%
Q4 2014$38,255,000
+2.1%
967,996
+2.0%
0.13%
-3.7%
Q3 2014$37,456,000
+32.9%
948,736
+27.1%
0.14%
+34.7%
Q2 2014$28,184,000
-23.0%
746,596
-24.5%
0.10%
-27.3%
Q1 2014$36,585,000
+10.6%
988,797
+8.9%
0.14%
+9.4%
Q4 2013$33,064,000
+6.0%
908,357
-7.1%
0.13%
-1.6%
Q3 2013$31,187,000
+0.3%
977,665
-0.0%
0.13%
-0.8%
Q2 2013$31,101,000978,0150.13%
Other shareholders
INVESCO LTD shareholders Q1 2023
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