INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 508 filers reported holding INVESCO LTD in Q4 2020. The put-call ratio across all filers is 0.62 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $45,000 | +7.1% | 1,685 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $42,000 | +40.0% | 1,685 | 0.0% | 0.01% | +16.7% |
| Q4 2020 | $30,000 | +57.9% | 1,685 | 0.0% | 0.01% | +50.0% |
| Q3 2020 | $19,000 | +5.6% | 1,685 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $18,000 | +20.0% | 1,685 | +3.7% | 0.00% | 0.0% |
| Q1 2020 | $15,000 | +7.1% | 1,625 | +115.2% | 0.00% | +33.3% |
| Q4 2019 | $14,000 | -50.0% | 755 | -54.5% | 0.00% | -50.0% |
| Q3 2019 | $28,000 | -9.7% | 1,660 | +5.3% | 0.01% | -14.3% |
| Q2 2019 | $31,000 | +19.2% | 1,576 | +19.4% | 0.01% | +16.7% |
| Q1 2019 | $26,000 | +8.3% | 1,320 | -8.1% | 0.01% | -60.0% |
| Q4 2018 | $24,000 | -47.8% | 1,437 | -29.2% | 0.02% | -37.5% |
| Q3 2018 | $46,000 | -6.1% | 2,031 | +11.0% | 0.02% | -4.0% |
| Q2 2018 | $49,000 | -26.9% | 1,830 | -13.2% | 0.02% | -26.5% |
| Q1 2018 | $67,000 | -13.0% | 2,108 | 0.0% | 0.03% | -8.1% |
| Q4 2017 | $77,000 | 0.0% | 2,108 | -4.2% | 0.04% | -2.6% |
| Q3 2017 | $77,000 | -2.5% | 2,201 | -1.8% | 0.04% | -2.6% |
| Q2 2017 | $79,000 | +464.3% | 2,242 | +385.3% | 0.04% | +457.1% |
| Q1 2017 | $14,000 | -6.7% | 462 | -8.3% | 0.01% | -12.5% |
| Q4 2016 | $15,000 | +15.4% | 504 | +22.6% | 0.01% | +14.3% |
| Q3 2016 | $13,000 | -45.8% | 411 | -56.0% | 0.01% | -50.0% |
| Q2 2016 | $24,000 | -17.2% | 935 | 0.0% | 0.01% | -17.6% |
| Q1 2016 | $29,000 | +141.7% | 935 | +152.7% | 0.02% | +142.9% |
| Q4 2015 | $12,000 | -58.6% | 370 | -60.6% | 0.01% | -63.2% |
| Q3 2015 | $29,000 | -14.7% | 938 | +3.6% | 0.02% | -5.0% |
| Q2 2015 | $34,000 | -19.0% | 905 | -15.4% | 0.02% | -20.0% |
| Q1 2015 | $42,000 | 0.0% | 1,070 | 0.0% | 0.02% | 0.0% |
| Q4 2014 | $42,000 | 0.0% | 1,070 | 0.0% | 0.02% | -7.4% |
| Q3 2014 | $42,000 | 0.0% | 1,070 | -3.4% | 0.03% | +8.0% |
| Q2 2014 | $42,000 | +2.4% | 1,108 | 0.0% | 0.02% | 0.0% |
| Q1 2014 | $41,000 | +20.6% | 1,108 | +18.2% | 0.02% | +25.0% |
| Q4 2013 | $34,000 | +100.0% | 937 | +73.5% | 0.02% | +81.8% |
| Q3 2013 | $17,000 | 0.0% | 540 | 0.0% | 0.01% | -8.3% |
| Q2 2013 | $17,000 | – | 540 | – | 0.01% | – |
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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% |