CHARLES SCHWAB INVESTMENT MANAGEMENT INC - INVESCO LTD ownership

INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 521 filers reported holding INVESCO LTD in Q1 2022. The put-call ratio across all filers is 2.02 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
CHARLES SCHWAB INVESTMENT MANAGEMENT INC ownership history of INVESCO LTD
ValueSharesWeighting
Q3 2023$56,604,390
-13.5%
3,898,374
+0.1%
0.02%
-15.8%
Q2 2023$65,446,306
+3.9%
3,893,296
+1.4%
0.02%0.0%
Q1 2023$62,998,058
-7.6%
3,841,345
+1.4%
0.02%
-13.6%
Q4 2022$68,176,235
+35.9%
3,789,674
+3.5%
0.02%
+22.2%
Q3 2022$50,176,000
+12.8%
3,662,409
+32.8%
0.02%
+20.0%
Q2 2022$44,476,000
-29.5%
2,757,281
+0.8%
0.02%
-21.1%
Q1 2022$63,069,000
+3.6%
2,734,988
+3.4%
0.02%
+5.6%
Q4 2021$60,861,000
-2.5%
2,643,803
+2.2%
0.02%
-10.0%
Q3 2021$62,393,000
-17.4%
2,587,839
-8.4%
0.02%
-20.0%
Q2 2021$75,533,000
+5.1%
2,825,780
-0.8%
0.02%
-3.8%
Q1 2021$71,870,000
+46.0%
2,849,721
+0.9%
0.03%
+30.0%
Q4 2020$49,236,000
+54.4%
2,824,741
+1.1%
0.02%
+33.3%
Q3 2020$31,892,000
+3.6%
2,795,064
-2.3%
0.02%0.0%
Q2 2020$30,770,000
+21.9%
2,859,577
+2.9%
0.02%0.0%
Q1 2020$25,243,000
-48.6%
2,780,021
+1.8%
0.02%
-42.3%
Q4 2019$49,101,000
+5.7%
2,730,815
-0.5%
0.03%
-3.7%
Q3 2019$46,473,000
-17.1%
2,743,379
+0.1%
0.03%
-20.6%
Q2 2019$56,058,000
+9.6%
2,739,880
+3.5%
0.03%
+3.0%
Q1 2019$51,136,000
+22.5%
2,648,110
+6.2%
0.03%
+3.1%
Q4 2018$41,744,000
-23.7%
2,493,634
+4.3%
0.03%
-11.1%
Q3 2018$54,705,000
+28.4%
2,390,913
+49.0%
0.04%
+16.1%
Q2 2018$42,621,000
-12.7%
1,604,692
+5.2%
0.03%
-18.4%
Q1 2018$48,833,000
-9.0%
1,525,547
+3.9%
0.04%
-11.6%
Q4 2017$53,672,000
+10.1%
1,468,838
+5.6%
0.04%0.0%
Q3 2017$48,761,000
+3.0%
1,391,575
+3.5%
0.04%
-2.3%
Q2 2017$47,323,000
+22.9%
1,344,769
+7.0%
0.04%
+12.8%
Q1 2017$38,503,000
+2.2%
1,257,014
+1.2%
0.04%
-4.9%
Q4 2016$37,686,000
+1.9%
1,242,091
+5.1%
0.04%
-4.7%
Q3 2016$36,971,000
+23.9%
1,182,305
+1.2%
0.04%
+16.2%
Q2 2016$29,842,000
-14.3%
1,168,420
+3.2%
0.04%
-19.6%
Q1 2016$34,840,000
-5.8%
1,132,240
+2.5%
0.05%
-8.0%
Q4 2015$36,982,000
+10.7%
1,104,579
+3.3%
0.05%
+2.0%
Q3 2015$33,410,000
-15.5%
1,069,773
+1.5%
0.05%
-10.9%
Q2 2015$39,522,000
-3.3%
1,054,197
+2.4%
0.06%
-3.5%
Q1 2015$40,861,000
+2.1%
1,029,499
+1.7%
0.06%
-5.0%
Q4 2014$40,024,000
+8.3%
1,012,750
+8.2%
0.06%
-1.6%
Q3 2014$36,958,000
+6.2%
936,119
+1.6%
0.06%
+5.2%
Q2 2014$34,788,000
+3.7%
921,512
+1.7%
0.06%
-3.3%
Q1 2014$33,537,000
+3.7%
906,384
+2.1%
0.06%
-3.2%
Q4 2013$32,326,000
+14.6%
888,063
+1.4%
0.06%
+8.8%
Q3 2013$28,210,000
+3.3%
875,540
+1.8%
0.06%
-6.6%
Q2 2013$27,311,000860,1760.06%
Other shareholders
INVESCO LTD shareholders Q1 2022
NameSharesValueWeighting ↓
TRIAN FUND MANAGEMENT, L.P. 45,473,859$1,182,320,00015.85%
Applied Fundamental Research, LLC 572,850$13,187,0006.34%
CONTINENTAL ADVISORS LLC 330,917$7,618,0003.21%
Full18 Capital LLC 251,443$6,389,0002.71%
Kiltearn Partners LLP 2,700,877$62,174,0002.57%
Insight Folios Inc 231,912$5,339,0002.50%
Cambridge Financial Group, Inc. 270,760$6,232,895,0002.45%
VALUEWORKS LLC 256,811$5,912,0002.34%
Olstein Capital Management, L.P. 746,900$17,194,0002.05%
Poehling Capital Management, INC. 237,769$5,473,0001.77%
View complete list of INVESCO LTD shareholders