IVZ

Invesco Ltd

Latest period2024 - Q4Total superinvestors45

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 45 superinvestors own shares of Invesco Ltd (IVZ), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Invesco Ltd (IVZ), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Invesco Ltd (IVZ) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Invesco Ltd (IVZ) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Doug Baxley@Merit Financial Group, Llc
Recent Activity
New Position
0.02%
$651,663
37,281 shares@ 17.48 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Decreased -1.71%
0.02%
$603,679
34,535 shares@ 17.49 avg price
Jim Coppedge@Crossmark Global Holdings, Inc.
Recent Activity
Decreased -0.28%
0.02%
$598,000
34,227 shares@ 17.48 avg price
Mayama CISSOKHO-COULIBALY@Bdf-gestion
Recent Activity
0.34%
$3.131M
30,215 shares@ 103.62 avg price
Eric Duncan@Northcrest Asset Manangement, Llc
Recent Activity
0.02%
$490,767
27,948 shares@ 17.57 avg price
Dominic Corabi@Wedmont Private Capital
Recent Activity
Increased 16.46%
0.02%
$310,814
18,998 shares@ 16.37 avg price
Lorraine Wang@Gamma Investing Llc
Recent Activity
Increased 16.71%
0.03%
$330,407
18,902 shares@ 17.49 avg price
Brian Goodstadt@Paragon Capital Management Ltd
Recent Activity
Decreased -1.18%
0.07%
$327,499
18,735 shares@ 17.49 avg price
Tom Mathew@Beacon Investment Advisory Services, Inc.
Recent Activity
0.02%
$281,201
16,087 shares@ 17.49 avg price
Cameron Clement@Eagle Rock Investment Company, Llc
Recent Activity
0.05%
$265,259
15,175 shares@ 17.48 avg price