INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 550 filers reported holding INVESCO LTD in Q3 2021. The put-call ratio across all filers is 0.84 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 2021 | $227,000 | -9.6% | 9,405 | 0.0% | 0.02% | -10.0% |
| Q2 2021 | $251,000 | -22.8% | 9,405 | -26.9% | 0.02% | -13.0% |
| Q1 2021 | $325,000 | +32.7% | 12,872 | -8.5% | 0.02% | +35.3% |
| Q4 2020 | $245,000 | +75.0% | 14,075 | +14.9% | 0.02% | +41.7% |
| Q3 2020 | $140,000 | -31.0% | 12,246 | +59.9% | 0.01% | -71.4% |
| Q2 2018 | $203,000 | -28.0% | 7,657 | -13.2% | 0.04% | -19.2% |
| Q1 2018 | $282,000 | +29.4% | 8,821 | +47.9% | 0.05% | +40.5% |
| Q4 2017 | $218,000 | +4.3% | 5,963 | 0.0% | 0.04% | -2.6% |
| Q3 2017 | $209,000 | -0.5% | 5,963 | 0.0% | 0.04% | -2.6% |
| Q2 2017 | $210,000 | -82.8% | 5,963 | -84.4% | 0.04% | -25.0% |
| Q4 2016 | $1,222,000 | +1.5% | 38,341 | -0.4% | 0.05% | -14.8% |
| Q3 2016 | $1,204,000 | -7.4% | 38,501 | -21.0% | 0.06% | +29.8% |
| Q2 2016 | $1,300,000 | -20.2% | 48,759 | -3.9% | 0.05% | -23.0% |
| Q1 2016 | $1,630,000 | -53.5% | 50,748 | -51.5% | 0.06% | -9.0% |
| Q4 2015 | $3,503,000 | +9.9% | 104,638 | +5.1% | 0.07% | -1.5% |
| Q3 2015 | $3,187,000 | -19.3% | 99,516 | -5.5% | 0.07% | -9.3% |
| Q2 2015 | $3,948,000 | -7.6% | 105,306 | -2.2% | 0.08% | -6.2% |
| Q1 2015 | $4,274,000 | +0.3% | 107,690 | -0.1% | 0.08% | -1.2% |
| Q4 2014 | $4,262,000 | +3.6% | 107,844 | +4.7% | 0.08% | -1.2% |
| Q3 2014 | $4,113,000 | -1.8% | 102,986 | -7.7% | 0.08% | +2.5% |
| Q2 2014 | $4,188,000 | -1.0% | 111,619 | -2.6% | 0.08% | -4.8% |
| Q1 2014 | $4,231,000 | -34.5% | 114,545 | -35.5% | 0.08% | -1.2% |
| Q4 2013 | $6,461,000 | +9.9% | 177,532 | -3.7% | 0.08% | +4.9% |
| Q3 2013 | $5,880,000 | -12.3% | 184,347 | -12.6% | 0.08% | -2.4% |
| Q2 2013 | $6,708,000 | – | 210,931 | – | 0.08% | – |
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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% |