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 | $186,987 | -11.6% | 12,878 | +2.3% | 0.00% | -50.0% |
| Q2 2023 | $211,636 | -5.7% | 12,590 | -8.0% | 0.00% | 0.0% |
| Q1 2023 | $224,449 | +8.6% | 13,686 | +19.1% | 0.00% | 0.0% |
| Q4 2022 | $206,740 | +34.2% | 11,492 | +2.0% | 0.00% | +100.0% |
| Q3 2022 | $154,000 | -19.4% | 11,264 | -4.6% | 0.00% | -50.0% |
| Q2 2022 | $191,000 | -18.7% | 11,804 | +15.7% | 0.00% | 0.0% |
| Q1 2022 | $235,000 | -6.7% | 10,206 | -6.9% | 0.00% | 0.0% |
| Q4 2021 | $252,000 | -12.2% | 10,959 | -7.8% | 0.00% | 0.0% |
| Q3 2021 | $287,000 | -12.0% | 11,880 | -2.6% | 0.00% | 0.0% |
| Q2 2021 | $326,000 | +2.2% | 12,201 | -3.4% | 0.00% | 0.0% |
| Q1 2021 | $319,000 | +51.2% | 12,633 | +4.3% | 0.00% | 0.0% |
| Q4 2020 | $211,000 | +49.6% | 12,117 | -2.1% | 0.00% | +100.0% |
| Q3 2020 | $141,000 | -47.8% | 12,374 | -50.7% | 0.00% | -66.7% |
| Q2 2020 | $270,000 | -26.0% | 25,109 | -37.5% | 0.00% | -25.0% |
| Q1 2020 | $365,000 | -54.7% | 40,174 | -10.3% | 0.00% | -50.0% |
| Q4 2019 | $805,000 | -16.2% | 44,775 | -21.1% | 0.01% | -20.0% |
| Q3 2019 | $961,000 | -25.4% | 56,735 | -9.9% | 0.01% | -28.6% |
| Q2 2019 | $1,289,000 | -9.4% | 62,996 | -14.5% | 0.01% | -17.6% |
| Q1 2019 | $1,423,000 | -32.8% | 73,712 | -41.7% | 0.02% | -37.0% |
| Q4 2018 | $2,118,000 | -47.0% | 126,535 | -27.5% | 0.03% | -43.8% |
| Q3 2018 | $3,995,000 | -65.4% | 174,604 | -59.8% | 0.05% | -67.3% |
| Q2 2018 | $11,544,000 | -58.1% | 434,635 | -49.6% | 0.15% | -19.2% |
| Q1 2018 | $27,580,000 | +74.1% | 861,604 | +98.7% | 0.18% | -11.7% |
| Q4 2017 | $15,843,000 | +7.4% | 433,562 | +3.0% | 0.21% | +3.0% |
| Q3 2017 | $14,753,000 | -0.0% | 421,032 | +0.4% | 0.20% | -3.4% |
| Q2 2017 | $14,759,000 | +10.2% | 419,410 | -4.1% | 0.21% | +8.4% |
| Q1 2017 | $13,399,000 | +1.6% | 437,447 | +0.6% | 0.19% | -3.0% |
| Q4 2016 | $13,194,000 | +1.2% | 434,874 | +4.3% | 0.20% | -3.0% |
| Q3 2016 | $13,035,000 | +13.7% | 416,847 | -7.1% | 0.20% | +12.2% |
| Q2 2016 | $11,461,000 | -61.3% | 448,753 | -53.4% | 0.18% | -63.2% |
| Q1 2016 | $29,640,000 | -6.6% | 963,295 | +1.6% | 0.49% | -7.3% |
| Q4 2015 | $31,751,000 | +41.1% | 948,344 | +31.6% | 0.53% | +37.2% |
| Q3 2015 | $22,506,000 | -17.1% | 720,656 | -0.5% | 0.39% | -8.9% |
| Q2 2015 | $27,141,000 | -4.1% | 723,953 | +1.5% | 0.42% | -3.4% |
| Q1 2015 | $28,301,000 | +2.4% | 713,056 | +1.9% | 0.44% | +0.7% |
| Q4 2014 | $27,644,000 | +0.3% | 699,491 | +0.2% | 0.44% | -4.0% |
| Q3 2014 | $27,549,000 | +5.8% | 697,794 | +1.2% | 0.46% | +7.1% |
| Q2 2014 | $26,032,000 | +3.9% | 689,589 | +1.8% | 0.42% | -0.5% |
| Q1 2014 | $25,062,000 | +5.8% | 677,344 | +4.1% | 0.43% | +4.1% |
| Q4 2013 | $23,685,000 | +19.6% | 650,672 | +4.8% | 0.41% | +14.8% |
| Q3 2013 | $19,803,000 | -4.8% | 620,783 | -5.1% | 0.36% | -7.8% |
| Q2 2013 | $20,800,000 | +9.6% | 654,074 | -0.2% | 0.39% | +4.6% |
| Q1 2013 | $18,980,000 | – | 655,369 | – | 0.37% | – |
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% |