INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 483 filers reported holding INVESCO LTD in Q3 2023. The put-call ratio across all filers is 2.43 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $442,729 | -17.1% | 30,491 | -4.1% | 0.02% | -10.0% |
| Q2 2023 | $534,272 | -14.9% | 31,783 | -17.0% | 0.02% | -4.8% |
| Q1 2023 | $627,661 | +106826.9% | 38,272 | +17.3% | 0.02% | +16.7% |
| Q4 2022 | $587 | -99.9% | 32,632 | -24.7% | 0.02% | -5.3% |
| Q3 2022 | $593,000 | +13.2% | 43,308 | +33.3% | 0.02% | +18.8% |
| Q2 2022 | $524,000 | -29.4% | 32,493 | +0.9% | 0.02% | -15.8% |
| Q1 2022 | $742,000 | -7.0% | 32,192 | -7.2% | 0.02% | +5.6% |
| Q4 2021 | $798,000 | +3.1% | 34,678 | +8.0% | 0.02% | -14.3% |
| Q3 2021 | $774,000 | -27.6% | 32,099 | -19.7% | 0.02% | -22.2% |
| Q2 2021 | $1,069,000 | +3.0% | 39,995 | -2.8% | 0.03% | 0.0% |
| Q1 2021 | $1,038,000 | +38.4% | 41,163 | -4.4% | 0.03% | +35.0% |
| Q4 2020 | $750,000 | +67.8% | 43,041 | +9.8% | 0.02% | +33.3% |
| Q3 2020 | $447,000 | +2.1% | 39,190 | -3.7% | 0.02% | -6.2% |
| Q2 2020 | $438,000 | +20.7% | 40,694 | +1.7% | 0.02% | +33.3% |
| Q1 2020 | $363,000 | -47.6% | 40,021 | +3.9% | 0.01% | -33.3% |
| Q4 2019 | $693,000 | +0.4% | 38,535 | -5.5% | 0.02% | -5.3% |
| Q3 2019 | $690,000 | -23.3% | 40,758 | -7.3% | 0.02% | -24.0% |
| Q2 2019 | $900,000 | +9.1% | 43,986 | +3.0% | 0.02% | +8.7% |
| Q1 2019 | $825,000 | +9.1% | 42,707 | -5.4% | 0.02% | 0.0% |
| Q4 2018 | $756,000 | -26.6% | 45,145 | +0.3% | 0.02% | -25.8% |
| Q3 2018 | $1,030,000 | -16.3% | 45,003 | -2.9% | 0.03% | -18.4% |
| Q2 2018 | $1,231,000 | -52.2% | 46,354 | -42.4% | 0.04% | -25.5% |
| Q1 2018 | $2,578,000 | -19.1% | 80,536 | -7.6% | 0.05% | -13.6% |
| Q4 2017 | $3,186,000 | +3.9% | 87,184 | -0.3% | 0.06% | +1.7% |
| Q3 2017 | $3,065,000 | -1.5% | 87,479 | -1.1% | 0.06% | -3.3% |
| Q2 2017 | $3,112,000 | +11.3% | 88,444 | -3.1% | 0.06% | +15.4% |
| Q1 2017 | $2,797,000 | – | 91,318 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kiltearn Partners LLP | 7,127,910 | $224,387,000 | 5.45% |
| Cornerstone Capital, Inc. | 508,664 | $16,282,000 | 2.68% |
| REINHART PARTNERS, LLC. | 748,212 | $23,950,000 | 2.47% |
| Signature Wealth Management Group | 97,832 | $3,132,000 | 2.42% |
| WATERS PARKERSON & CO., LLC | 738,159 | $23,628,000 | 2.07% |
| ZWJ INVESTMENT COUNSEL INC | 714,155 | $22,860,000 | 2.06% |
| COMMUNITY TRUST & INVESTMENT CO | 483,320 | $15,471,000 | 1.87% |
| TEALWOOD ASSET MANAGEMENT INC | 135,117 | $4,325,000 | 1.72% |
| Poehling Capital Management, INC. | 61,955 | $1,983,000 | 1.60% |
| Nelson Capital Management, LLC | 192,267 | $6,154,000 | 1.60% |