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 | $898 | -16.5% | 61,845 | -3.4% | 0.08% | -15.6% |
| Q2 2023 | $1,076 | +3.1% | 64,010 | +0.5% | 0.09% | -1.1% |
| Q1 2023 | $1,044 | -8.9% | 63,685 | +0.0% | 0.09% | -13.3% |
| Q4 2022 | $1,146 | -99.9% | 63,680 | -14.4% | 0.10% | +4.0% |
| Q3 2022 | $1,020,000 | -20.3% | 74,425 | -6.2% | 0.10% | -14.4% |
| Q2 2022 | $1,280,000 | -31.5% | 79,340 | -2.1% | 0.12% | -19.7% |
| Q1 2022 | $1,869,000 | -0.8% | 81,050 | -1.0% | 0.15% | +0.7% |
| Q4 2021 | $1,884,000 | -3.6% | 81,845 | +1.0% | 0.15% | -11.0% |
| Q3 2021 | $1,954,000 | -10.6% | 81,035 | -0.9% | 0.16% | -5.7% |
| Q2 2021 | $2,185,000 | -55.1% | 81,760 | -57.6% | 0.17% | -58.5% |
| Q1 2021 | $4,866,000 | +51.3% | 192,960 | +4.6% | 0.42% | +35.2% |
| Q4 2020 | $3,217,000 | +55.6% | 184,560 | +1.8% | 0.31% | +37.8% |
| Q3 2020 | $2,068,000 | +13.1% | 181,267 | +6.7% | 0.22% | +2.3% |
| Q2 2020 | $1,828,000 | +95.1% | 169,862 | +64.5% | 0.22% | +80.3% |
| Q1 2020 | $937,000 | -45.4% | 103,245 | +8.1% | 0.12% | -28.7% |
| Q4 2019 | $1,717,000 | +399.1% | 95,515 | +371.0% | 0.17% | +327.5% |
| Q3 2019 | $344,000 | -12.7% | 20,280 | +5.2% | 0.04% | -13.0% |
| Q2 2019 | $394,000 | +5.9% | 19,280 | 0.0% | 0.05% | +4.5% |
| Q1 2019 | $372,000 | +15.2% | 19,280 | 0.0% | 0.04% | +2.3% |
| Q4 2018 | $323,000 | +10.6% | 19,280 | +50.9% | 0.04% | +26.5% |
| Q3 2018 | $292,000 | -17.7% | 12,780 | -4.5% | 0.03% | -24.4% |
| Q2 2018 | $355,000 | -73.6% | 13,380 | -68.9% | 0.04% | -72.7% |
| Q3 2016 | $1,347,000 | +31.5% | 43,065 | +7.5% | 0.16% | +26.0% |
| Q2 2016 | $1,024,000 | +74.7% | 40,075 | +110.4% | 0.13% | +74.7% |
| Q1 2016 | $586,000 | -8.9% | 19,050 | -0.8% | 0.08% | -8.5% |
| Q4 2015 | $643,000 | +7.2% | 19,210 | 0.0% | 0.08% | +3.8% |
| Q3 2015 | $600,000 | -16.7% | 19,210 | 0.0% | 0.08% | -4.8% |
| Q2 2015 | $720,000 | -2.7% | 19,210 | +3.0% | 0.08% | -4.6% |
| Q1 2015 | $740,000 | – | 18,650 | – | 0.09% | – |
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% |