INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 534 filers reported holding INVESCO LTD in Q3 2015. The put-call ratio across all filers is 0.33 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 | $16,793,411 | -62.8% | 1,156,571 | -56.9% | 0.07% | -62.7% |
| Q2 2023 | $45,152,719 | +2.9% | 2,686,063 | +0.4% | 0.19% | +2.1% |
| Q1 2023 | $43,859,537 | -7.6% | 2,674,362 | +1.4% | 0.19% | -10.0% |
| Q4 2022 | $47,458,951 | +29.0% | 2,638,074 | -1.8% | 0.21% | +14.8% |
| Q3 2022 | $36,786,000 | -15.0% | 2,685,142 | +0.0% | 0.18% | -5.7% |
| Q2 2022 | $43,300,000 | -29.9% | 2,684,457 | +0.2% | 0.19% | -17.1% |
| Q1 2022 | $61,766,000 | -0.1% | 2,678,478 | -0.3% | 0.23% | +0.4% |
| Q4 2021 | $61,815,000 | -4.7% | 2,685,284 | -0.2% | 0.23% | -9.3% |
| Q3 2021 | $64,863,000 | -11.3% | 2,690,315 | -1.6% | 0.26% | -9.5% |
| Q2 2021 | $73,106,000 | +5.9% | 2,734,970 | -0.0% | 0.28% | +1.4% |
| Q1 2021 | $69,002,000 | +7.4% | 2,736,002 | -25.8% | 0.28% | -7.6% |
| Q4 2020 | $64,276,000 | +24.6% | 3,687,679 | -18.4% | 0.30% | -5.9% |
| Q3 2020 | $51,574,000 | +14.7% | 4,520,066 | +8.2% | 0.32% | +9.9% |
| Q2 2020 | $44,953,000 | +26.1% | 4,177,761 | +6.4% | 0.29% | +8.5% |
| Q1 2020 | $35,660,000 | -49.5% | 3,927,341 | -0.1% | 0.27% | -18.2% |
| Q4 2019 | $70,679,000 | +58.4% | 3,930,976 | +49.2% | 0.33% | +35.8% |
| Q3 2019 | $44,634,000 | -17.8% | 2,634,806 | -0.7% | 0.24% | -15.0% |
| Q2 2019 | $54,276,000 | +6.2% | 2,652,778 | +0.3% | 0.29% | +2.9% |
| Q1 2019 | $51,092,000 | +16.0% | 2,645,891 | +0.6% | 0.28% | +8.2% |
| Q4 2018 | $44,035,000 | -47.9% | 2,630,542 | -28.8% | 0.26% | -37.5% |
| Q3 2018 | $84,473,000 | +21.4% | 3,692,021 | +40.9% | 0.41% | +17.4% |
| Q2 2018 | $69,589,000 | -16.6% | 2,620,054 | +0.5% | 0.35% | -17.5% |
| Q1 2018 | $83,456,000 | -9.3% | 2,607,199 | +3.5% | 0.42% | -6.0% |
| Q4 2017 | $92,015,000 | +4.6% | 2,518,196 | +0.3% | 0.45% | -3.0% |
| Q3 2017 | $87,991,000 | -0.5% | 2,511,163 | -0.1% | 0.46% | -3.9% |
| Q2 2017 | $88,423,000 | +14.9% | 2,512,726 | +0.0% | 0.48% | +11.5% |
| Q1 2017 | $76,946,000 | +0.4% | 2,512,119 | -0.5% | 0.43% | -0.7% |
| Q4 2016 | $76,607,000 | -2.9% | 2,524,961 | +0.1% | 0.44% | -9.3% |
| Q3 2016 | $78,901,000 | +6.8% | 2,523,211 | -12.7% | 0.48% | +4.3% |
| Q2 2016 | $73,848,000 | +15.7% | 2,891,452 | +39.4% | 0.46% | +17.9% |
| Q1 2016 | $63,824,000 | +42.3% | 2,074,213 | +54.8% | 0.39% | +41.5% |
| Q4 2015 | $44,861,000 | +13.2% | 1,339,937 | +5.6% | 0.28% | +9.9% |
| Q3 2015 | $39,632,000 | -35.2% | 1,269,047 | -22.2% | 0.25% | -27.0% |
| Q2 2015 | $61,165,000 | -5.6% | 1,631,500 | -0.1% | 0.34% | -4.2% |
| Q1 2015 | $64,820,000 | -0.5% | 1,633,150 | -1.0% | 0.36% | +3.4% |
| Q4 2014 | $65,163,000 | +2.2% | 1,648,866 | +2.1% | 0.35% | -0.3% |
| Q3 2014 | $63,753,000 | +19.0% | 1,614,821 | +13.8% | 0.35% | +17.5% |
| Q2 2014 | $53,580,000 | -77.8% | 1,419,341 | -78.2% | 0.30% | -78.5% |
| Q1 2014 | $240,822,000 | -7.5% | 6,508,696 | -9.0% | 1.38% | -9.2% |
| Q4 2013 | $260,276,000 | +8.5% | 7,150,439 | -4.9% | 1.52% | -1.9% |
| Q3 2013 | $239,797,000 | -0.9% | 7,517,159 | -1.2% | 1.55% | -3.8% |
| Q2 2013 | $242,065,000 | – | 7,612,102 | – | 1.61% | – |
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% |