HSBC HOLDINGS PLC - INVESCO LTD ownership

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
HSBC HOLDINGS PLC ownership history of INVESCO LTD
ValueSharesWeighting
Q3 2023$10,911,870
+72.6%
749,137
+99.6%
0.01%
+83.3%
Q2 2023$6,320,671
-19.2%
375,359
-21.8%
0.01%
-33.3%
Q1 2023$7,821,765
+106.6%
479,885
+125.9%
0.01%
+125.0%
Q4 2022$3,785,535
+14.1%
212,425
-10.7%
0.00%
-20.0%
Q3 2022$3,319,000
-5.3%
237,911
+10.7%
0.01%0.0%
Q2 2022$3,503,000
-60.4%
214,844
-43.8%
0.01%
-54.5%
Q1 2022$8,852,000
-44.4%
382,136
-44.6%
0.01%
-21.4%
Q4 2021$15,933,000
-37.7%
689,434
-34.6%
0.01%
-46.2%
Q3 2021$25,569,000
-0.1%
1,053,427
+9.6%
0.03%
-3.7%
Q2 2021$25,590,000
-11.2%
960,999
-15.8%
0.03%
-20.6%
Q1 2021$28,833,000
+28.2%
1,141,592
-12.0%
0.03%
+13.3%
Q4 2020$22,496,000
+371.6%
1,297,834
+212.9%
0.03%
+275.0%
Q3 2020$4,770,000
+17.9%
414,798
+10.3%
0.01%0.0%
Q2 2020$4,045,000
+10.7%
375,919
-4.8%
0.01%0.0%
Q1 2020$3,654,000
-48.0%
394,738
+0.7%
0.01%
-33.3%
Q4 2019$7,023,000
+38.2%
392,048
+30.7%
0.01%
+33.3%
Q3 2019$5,082,000
-53.7%
300,045
-44.1%
0.01%
-57.1%
Q2 2019$10,987,000
+9.5%
537,025
+3.3%
0.02%
+16.7%
Q1 2019$10,033,000
-46.0%
519,623
-53.2%
0.02%
-47.1%
Q4 2018$18,571,000
-2.4%
1,109,403
+33.4%
0.03%
+9.7%
Q3 2018$19,033,000
-5.0%
831,873
+10.3%
0.03%
-11.4%
Q2 2018$20,036,000
-19.0%
754,358
-2.4%
0.04%
-5.4%
Q1 2018$24,740,000
-5.4%
772,834
+8.0%
0.04%
-2.6%
Q4 2017$26,145,000
+71.1%
715,487
+64.0%
0.04%
+58.3%
Q3 2017$15,282,000
+13.0%
436,146
+13.5%
0.02%
-4.0%
Q2 2017$13,518,000
+70.5%
384,155
+48.4%
0.02%
+47.1%
Q1 2017$7,930,000
+9.9%
258,901
+9.0%
0.02%0.0%
Q4 2016$7,215,000
+8.8%
237,465
+11.6%
0.02%0.0%
Q3 2016$6,634,000
+6.6%
212,835
-13.0%
0.02%0.0%
Q2 2016$6,222,000
-3.1%
244,527
+17.2%
0.02%
-5.6%
Q1 2016$6,421,000
-32.4%
208,615
-26.5%
0.02%
-21.7%
Q4 2015$9,504,000
-4.6%
283,967
-11.1%
0.02%
-8.0%
Q3 2015$9,959,000
-34.1%
319,442
-20.8%
0.02%
-16.7%
Q2 2015$15,121,000
-21.3%
403,428
-16.6%
0.03%
-18.9%
Q1 2015$19,219,000
+6.4%
483,878
+6.0%
0.04%0.0%
Q4 2014$18,057,000
+16.5%
456,438
+16.3%
0.04%
+15.6%
Q3 2014$15,497,000
+38.4%
392,386
+32.3%
0.03%
+33.3%
Q2 2014$11,201,000
-5.6%
296,688
-7.5%
0.02%
-14.3%
Q1 2014$11,869,000
-23.3%
320,831
-24.6%
0.03%
-30.0%
Q4 2013$15,478,000
+10.9%
425,224
-2.8%
0.04%
+5.3%
Q3 2013$13,953,000
+8.8%
437,384
+8.4%
0.04%
-2.6%
Q2 2013$12,830,000
+28.8%
403,428
+17.3%
0.04%
+8.3%
Q1 2013$9,962,000
+119.2%
344,012
+97.5%
0.04%
+100.0%
Q4 2012$4,545,000
+51.0%
174,215
+44.7%
0.02%
+50.0%
Q3 2012$3,010,000
+13.7%
120,403
+2.8%
0.01%0.0%
Q2 2012$2,647,000
-17.0%
117,147
-2.0%
0.01%
-14.3%
Q1 2012$3,190,000119,5930.01%
Other shareholders
INVESCO LTD shareholders Q4 2020
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