INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 521 filers reported holding INVESCO LTD in Q1 2022. The put-call ratio across all filers is 2.02 and the average weighting 0.2%.
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 | $287 | -36.4% | 19,788 | -26.2% | 0.00% | 0.0% |
| Q2 2023 | $451 | +33.8% | 26,831 | +30.8% | 0.00% | 0.0% |
| Q1 2023 | $337 | -50.0% | 20,519 | -45.3% | 0.00% | -66.7% |
| Q4 2022 | $674 | -99.8% | 37,491 | +21.7% | 0.00% | +50.0% |
| Q3 2022 | $422,000 | -26.1% | 30,811 | -12.9% | 0.00% | -33.3% |
| Q2 2022 | $571,000 | +90.3% | 35,388 | +171.9% | 0.00% | +200.0% |
| Q1 2022 | $300,000 | -4.8% | 13,016 | -5.0% | 0.00% | 0.0% |
| Q4 2021 | $315,000 | -34.0% | 13,703 | -30.7% | 0.00% | -50.0% |
| Q3 2021 | $477,000 | +72.2% | 19,775 | -35.2% | 0.00% | 0.0% |
| Q1 2020 | $277,000 | +4.9% | 30,509 | +136.7% | 0.00% | 0.0% |
| Q2 2019 | $264,000 | +13.8% | 12,890 | +7.2% | 0.00% | 0.0% |
| Q1 2019 | $232,000 | -47.3% | 12,019 | -54.3% | 0.00% | 0.0% |
| Q4 2018 | $440,000 | -86.4% | 26,312 | -81.4% | 0.00% | -92.9% |
| Q3 2018 | $3,236,000 | -73.0% | 141,457 | -68.7% | 0.03% | -50.9% |
| Q2 2018 | $11,994,000 | +59.7% | 451,654 | +92.5% | 0.06% | -23.0% |
| Q1 2018 | $7,510,000 | -30.2% | 234,612 | -20.4% | 0.07% | -32.7% |
| Q4 2017 | $10,763,000 | +4.5% | 294,563 | +0.3% | 0.11% | +0.9% |
| Q3 2017 | $10,295,000 | +7.6% | 293,815 | +8.1% | 0.11% | +4.8% |
| Q2 2017 | $9,564,000 | +23.0% | 271,785 | +7.1% | 0.10% | +20.9% |
| Q1 2017 | $7,775,000 | +3.3% | 253,821 | +2.3% | 0.09% | -5.5% |
| Q4 2016 | $7,530,000 | -3.8% | 248,174 | -0.8% | 0.09% | -9.9% |
| Q3 2016 | $7,824,000 | +36.4% | 250,195 | +11.4% | 0.10% | +27.8% |
| Q2 2016 | $5,737,000 | +9.3% | 224,632 | +31.7% | 0.08% | 0.0% |
| Q1 2016 | $5,250,000 | +103.2% | 170,614 | +121.1% | 0.08% | +88.1% |
| Q4 2015 | $2,584,000 | -41.7% | 77,167 | -45.6% | 0.04% | -45.5% |
| Q3 2015 | $4,433,000 | -27.3% | 141,958 | -12.7% | 0.08% | -26.0% |
| Q2 2015 | $6,099,000 | -27.1% | 162,689 | -22.8% | 0.10% | -29.3% |
| Q1 2015 | $8,364,000 | -12.0% | 210,739 | -12.3% | 0.15% | -17.4% |
| Q4 2014 | $9,500,000 | -1.6% | 240,392 | -1.7% | 0.18% | -8.2% |
| Q3 2014 | $9,651,000 | +12.6% | 244,457 | +7.6% | 0.19% | +57.7% |
| Q2 2014 | $8,572,000 | +25.0% | 227,098 | +22.5% | 0.12% | +16.0% |
| Q1 2014 | $6,857,000 | +67.0% | 185,324 | +64.3% | 0.11% | +58.2% |
| Q4 2013 | $4,107,000 | +611.8% | 112,819 | +524.1% | 0.07% | +509.1% |
| Q3 2013 | $577,000 | +22.8% | 18,076 | +22.2% | 0.01% | +22.2% |
| Q2 2013 | $470,000 | – | 14,791 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TRIAN FUND MANAGEMENT, L.P. | 33,940,096 | $492,810,194 | 7.50% |
| CONTINENTAL ADVISORS LLC | 329,071 | $4,778,111 | 2.54% |
| Insight Folios Inc | 354,003 | $5,140,118 | 2.51% |
| Palouse Capital Management, Inc. | 172,933 | $2,510,987 | 1.86% |
| Olstein Capital Management, L.P. | 624,000 | $9,060 | 1.55% |
| VALUEWORKS LLC | 249,309 | $3,620 | 1.32% |
| Poehling Capital Management, INC. | 254,271 | $3,692,015 | 1.29% |
| AMERICAN FINANCIAL GROUP INC | 245,000 | $3,557 | 1.22% |
| Gillson Capital LP | 1,078,299 | $15,657 | 1.16% |
| Live Oak Private Wealth LLC | 316,116 | $4,590,002 | 0.98% |