MORGAN STANLEY - 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
MORGAN STANLEY ownership history of INVESCO LTD
ValueSharesWeighting
Q3 2023$78,536,761
-12.2%
5,408,866
+1.7%
0.01%
-11.1%
Q2 2023$89,431,222
+5.2%
5,320,119
+2.6%
0.01%0.0%
Q1 2023$85,037,098
-18.0%
5,185,188
-10.1%
0.01%
-25.0%
Q4 2022$103,728,867
+53.6%
5,765,917
+17.0%
0.01%
+33.3%
Q3 2022$67,527,000
-13.4%
4,929,089
+2.0%
0.01%
-10.0%
Q2 2022$77,983,000
-10.3%
4,834,708
+28.2%
0.01%
-16.7%
Q1 2022$86,941,000
+93.2%
3,770,214
+92.9%
0.01%
+100.0%
Q4 2021$45,003,000
+16.6%
1,954,931
+22.1%
0.01%
+20.0%
Q3 2021$38,600,000
-20.6%
1,600,937
-12.0%
0.01%
-16.7%
Q2 2021$48,617,000
-54.0%
1,818,822
-56.6%
0.01%
-62.5%
Q1 2021$105,771,000
-6.0%
4,193,895
-35.0%
0.02%
-5.9%
Q4 2020$112,531,000
+478.7%
6,456,193
+278.9%
0.02%
+325.0%
Q3 2020$19,444,000
-3.8%
1,704,066
-9.3%
0.00%0.0%
Q2 2020$20,218,000
-8.4%
1,879,158
-22.7%
0.00%
-33.3%
Q1 2020$22,084,000
-59.4%
2,432,191
-19.5%
0.01%
-53.8%
Q4 2019$54,340,000
-30.6%
3,022,298
-34.6%
0.01%
-38.1%
Q3 2019$78,280,000
-15.9%
4,621,072
+1.6%
0.02%
-16.0%
Q2 2019$93,030,000
+8.7%
4,546,892
+2.6%
0.02%
+4.2%
Q1 2019$85,596,000
+28.9%
4,432,731
+11.7%
0.02%
+20.0%
Q4 2018$66,409,000
-2.4%
3,967,165
+33.4%
0.02%
+17.6%
Q3 2018$68,058,000
-17.3%
2,974,542
-4.0%
0.02%
-22.7%
Q2 2018$82,263,000
-16.4%
3,097,222
+0.8%
0.02%
-18.5%
Q1 2018$98,353,000
-44.7%
3,072,576
-36.9%
0.03%
-44.9%
Q4 2017$177,913,000
+26.3%
4,869,016
+21.1%
0.05%
+16.7%
Q3 2017$140,845,000
-13.9%
4,019,525
-13.5%
0.04%
-14.3%
Q2 2017$163,606,000
-45.0%
4,649,200
-52.1%
0.05%
+6.5%
Q1 2017$297,380,000
+6.7%
9,708,848
+5.7%
0.05%0.0%
Q4 2016$278,720,000
+132.5%
9,186,524
+139.6%
0.05%
+12.2%
Q3 2016$119,879,000
+81.3%
3,833,665
+48.1%
0.04%
+70.8%
Q2 2016$66,113,000
+110.1%
2,588,573
+153.1%
0.02%
+100.0%
Q1 2016$31,465,000
+69.3%
1,022,609
+84.2%
0.01%
+71.4%
Q4 2015$18,582,000
-59.2%
555,015
-61.9%
0.01%
-58.8%
Q3 2015$45,495,000
-52.4%
1,456,835
-42.8%
0.02%
-48.5%
Q2 2015$95,515,000
+75.7%
2,547,698
+86.0%
0.03%
+65.0%
Q1 2015$54,354,000
-28.4%
1,369,470
-28.7%
0.02%
-28.6%
Q4 2014$75,900,000
+15.1%
1,920,576
+14.9%
0.03%
+12.0%
Q3 2014$65,967,000
+37.5%
1,670,875
+31.5%
0.02%
+31.6%
Q2 2014$47,961,000
-3.5%
1,270,460
-5.4%
0.02%
-9.5%
Q1 2014$49,676,000
-34.1%
1,342,602
-35.2%
0.02%
-34.4%
Q4 2013$75,389,000
+84.9%
2,071,096
+62.0%
0.03%
+68.4%
Q3 2013$40,782,000
+1.3%
1,278,409
+1.0%
0.02%
-5.0%
Q2 2013$40,245,0001,265,5180.02%
Other shareholders
INVESCO LTD shareholders Q1 2022
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