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 | ||||
---|---|---|---|---|---|---|
Q1 2018 | $27,000 | -12.9% | 847 | 0.0% | 0.01% | +50.0% |
Q4 2017 | $31,000 | +3.3% | 847 | 0.0% | 0.01% | +14.3% |
Q3 2017 | $30,000 | -70.6% | 847 | -70.9% | 0.01% | -75.0% |
Q2 2017 | $102,000 | +14.6% | 2,907 | 0.0% | 0.03% | +33.3% |
Q1 2017 | $89,000 | +1.1% | 2,907 | 0.0% | 0.02% | +10.5% |
Q4 2016 | $88,000 | -3.3% | 2,907 | 0.0% | 0.02% | +11.8% |
Q3 2016 | $91,000 | +23.0% | 2,907 | 0.0% | 0.02% | +54.5% |
Q2 2016 | $74,000 | -16.9% | 2,907 | 0.0% | 0.01% | +10.0% |
Q1 2016 | $89,000 | -8.2% | 2,907 | 0.0% | 0.01% | 0.0% |
Q4 2015 | $97,000 | +51.6% | 2,907 | +41.1% | 0.01% | +42.9% |
Q3 2015 | $64,000 | -16.9% | 2,060 | 0.0% | 0.01% | -12.5% |
Q2 2015 | $77,000 | -6.1% | 2,060 | 0.0% | 0.01% | -20.0% |
Q1 2015 | $82,000 | +1.2% | 2,060 | 0.0% | 0.01% | +11.1% |
Q4 2014 | $81,000 | +1.2% | 2,060 | 0.0% | 0.01% | 0.0% |
Q3 2014 | $80,000 | +1.3% | 2,060 | 0.0% | 0.01% | +12.5% |
Q2 2014 | $79,000 | +3.9% | 2,060 | 0.0% | 0.01% | +33.3% |
Q1 2014 | $76,000 | +1.3% | 2,060 | 0.0% | 0.01% | 0.0% |
Q4 2013 | $75,000 | +87.5% | 2,060 | +62.5% | 0.01% | +100.0% |
Q3 2013 | $40,000 | -2.4% | 1,268 | 0.0% | 0.00% | +50.0% |
Q2 2013 | $41,000 | – | 1,268 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TRIAN FUND MANAGEMENT, L.P. | 36,755,775 | $955,650,000 | 11.88% |
Applied Fundamental Research, LLC | 622,873 | $15,827,000 | 8.45% |
CONTINENTAL ADVISORS LLC | 343,917 | $8,292,000 | 3.52% |
Kiltearn Partners LLP | 3,393,577 | $81,819,000 | 3.38% |
Insight Folios Inc | 231,638 | $5,585,000 | 3.07% |
Cambridge Financial Group, Inc. | 262,835 | $6,336,952,000 | 2.79% |
Full18 Capital LLC | 274,732 | $6,624,000 | 2.67% |
VALUEWORKS LLC | 258,760 | $6,239,000 | 2.66% |
AMJ Financial Wealth Management | 227,141 | $5,476,000 | 2.24% |
Azora Capital LP | 743,531 | $17,927,000 | 2.13% |