INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 510 filers reported holding INVESCO LTD in Q2 2022. The put-call ratio across all filers is 2.67 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 | $17,665,000 | -35.2% | 1,216,634 | -25.0% | 0.01% | -28.6% |
| Q2 2023 | $27,275,000 | +53.1% | 1,622,501 | +49.4% | 0.01% | +40.0% |
| Q1 2023 | $17,816,000 | -8.6% | 1,086,335 | +0.2% | 0.01% | -16.7% |
| Q4 2022 | $19,495,000 | +34.2% | 1,083,639 | +2.2% | 0.01% | +20.0% |
| Q3 2022 | $14,525,000 | -11.3% | 1,060,175 | +4.4% | 0.01% | 0.0% |
| Q2 2022 | $16,378,000 | -28.6% | 1,015,271 | +2.0% | 0.01% | -16.7% |
| Q1 2022 | $22,951,000 | -38.7% | 995,268 | -38.8% | 0.01% | -33.3% |
| Q4 2021 | $37,443,000 | -2.0% | 1,626,513 | +2.7% | 0.01% | -10.0% |
| Q3 2021 | $38,191,000 | +49.5% | 1,584,012 | +65.8% | 0.01% | +42.9% |
| Q2 2021 | $25,542,000 | +0.7% | 955,560 | -4.9% | 0.01% | 0.0% |
| Q1 2021 | $25,352,000 | +23.1% | 1,005,222 | -14.9% | 0.01% | +16.7% |
| Q4 2020 | $20,597,000 | +131.9% | 1,181,655 | +51.8% | 0.01% | +100.0% |
| Q3 2020 | $8,883,000 | +3.4% | 778,591 | -2.5% | 0.00% | 0.0% |
| Q2 2020 | $8,590,000 | -39.7% | 798,319 | -49.1% | 0.00% | -50.0% |
| Q1 2020 | $14,234,000 | -63.0% | 1,567,557 | -26.7% | 0.01% | -53.8% |
| Q4 2019 | $38,475,000 | -5.4% | 2,139,863 | -10.9% | 0.01% | -18.8% |
| Q3 2019 | $40,669,000 | -43.4% | 2,400,759 | -31.6% | 0.02% | -44.8% |
| Q2 2019 | $71,819,000 | +122.6% | 3,510,246 | +110.1% | 0.03% | +107.1% |
| Q1 2019 | $32,270,000 | +132.1% | 1,671,129 | +101.2% | 0.01% | +133.3% |
| Q4 2018 | $13,906,000 | -53.3% | 830,610 | -36.1% | 0.01% | -50.0% |
| Q3 2018 | $29,762,000 | +10.2% | 1,300,585 | +27.9% | 0.01% | 0.0% |
| Q2 2018 | $27,013,000 | -9.7% | 1,017,054 | +8.8% | 0.01% | -7.7% |
| Q1 2018 | $29,909,000 | -19.7% | 934,410 | -8.3% | 0.01% | -18.8% |
| Q4 2017 | $37,229,000 | +9.8% | 1,018,891 | +5.3% | 0.02% | 0.0% |
| Q3 2017 | $33,896,000 | -35.7% | 967,340 | -35.5% | 0.02% | -40.7% |
| Q2 2017 | $52,735,000 | +14.2% | 1,498,612 | -0.6% | 0.03% | +8.0% |
| Q1 2017 | $46,169,000 | -37.7% | 1,507,368 | -38.3% | 0.02% | -37.5% |
| Q4 2016 | $74,063,000 | -4.1% | 2,441,168 | -1.2% | 0.04% | -9.1% |
| Q3 2016 | $77,228,000 | +14.9% | 2,469,751 | -6.2% | 0.04% | +10.0% |
| Q2 2016 | $67,221,000 | -1.8% | 2,632,006 | +18.3% | 0.04% | -7.0% |
| Q1 2016 | $68,468,000 | -29.4% | 2,225,121 | -23.2% | 0.04% | -32.8% |
| Q4 2015 | $96,957,000 | +61.9% | 2,895,913 | +51.0% | 0.06% | +42.2% |
| Q3 2015 | $59,885,000 | +18.5% | 1,917,546 | +42.2% | 0.04% | +28.6% |
| Q2 2015 | $50,550,000 | -21.0% | 1,348,371 | -16.4% | 0.04% | -22.2% |
| Q1 2015 | $63,997,000 | -42.9% | 1,612,439 | -43.1% | 0.04% | -37.5% |
| Q4 2014 | $112,082,000 | -14.8% | 2,836,099 | -14.9% | 0.07% | -20.0% |
| Q3 2014 | $131,523,000 | +87.3% | 3,331,410 | +79.1% | 0.09% | +87.5% |
| Q2 2014 | $70,219,000 | +203.2% | 1,860,112 | +197.2% | 0.05% | +182.4% |
| Q1 2014 | $23,160,000 | +7.1% | 625,954 | +5.4% | 0.02% | +13.3% |
| Q4 2013 | $21,627,000 | +32.2% | 594,153 | +15.8% | 0.02% | +15.4% |
| Q3 2013 | $16,361,000 | +11.9% | 512,904 | +11.6% | 0.01% | +8.3% |
| Q2 2013 | $14,617,000 | – | 459,639 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TRIAN FUND MANAGEMENT, L.P. | 33,940,096 | $556,617,574 | 14.84% |
| CONTINENTAL ADVISORS LLC | 343,071 | $5,626,364 | 3.00% |
| Insight Folios Inc | 371,047 | $6,085,176 | 2.70% |
| Palouse Capital Management, Inc. | 187,305 | $3,071,797 | 2.07% |
| VALUEWORKS LLC | 252,164 | $4,135 | 1.57% |
| Olstein Capital Management, L.P. | 566,000 | $9,282 | 1.45% |
| Poehling Capital Management, INC. | 257,407 | $4,221,475 | 1.42% |
| AMERICAN FINANCIAL GROUP INC | 245,000 | $4,018 | 1.25% |
| Point72 Europe (London) LLP | 307,400 | $5,041,360 | 1.10% |
| Mork Capital Management, LLC | 73,400 | $1,203,760 | 0.98% |