INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 555 filers reported holding INVESCO LTD in Q4 2014. The put-call ratio across all filers is 0.42 and the average weighting 0.3%.
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 2022 | $139,000 | -30.2% | 8,630 | 0.0% | 0.01% | -20.0% |
| Q1 2022 | $199,000 | 0.0% | 8,630 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $199,000 | -0.5% | 8,630 | +3.9% | 0.02% | -6.2% |
| Q3 2021 | $200,000 | +9.9% | 8,310 | +22.2% | 0.02% | +6.7% |
| Q2 2021 | $182,000 | +6.4% | 6,800 | 0.0% | 0.02% | -6.2% |
| Q1 2021 | $171,000 | +43.7% | 6,800 | 0.0% | 0.02% | +33.3% |
| Q4 2020 | $119,000 | +52.6% | 6,800 | 0.0% | 0.01% | +50.0% |
| Q3 2020 | $78,000 | +6.8% | 6,800 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $73,000 | +17.7% | 6,800 | 0.0% | 0.01% | -11.1% |
| Q1 2020 | $62,000 | -49.2% | 6,800 | 0.0% | 0.01% | -30.8% |
| Q4 2019 | $122,000 | +24.5% | 6,800 | +17.2% | 0.01% | +18.2% |
| Q3 2019 | $98,000 | -17.6% | 5,800 | 0.0% | 0.01% | -26.7% |
| Q2 2019 | $119,000 | +6.2% | 5,800 | 0.0% | 0.02% | +7.1% |
| Q1 2019 | $112,000 | -97.7% | 5,800 | -98.0% | 0.01% | -98.0% |
| Q4 2018 | $4,952,000 | -26.6% | 295,800 | +0.4% | 0.69% | -20.5% |
| Q3 2018 | $6,743,000 | -13.8% | 294,700 | 0.0% | 0.87% | -22.1% |
| Q2 2018 | $7,827,000 | -17.0% | 294,700 | 0.0% | 1.11% | -23.0% |
| Q1 2018 | $9,433,000 | -12.4% | 294,700 | 0.0% | 1.45% | -11.0% |
| Q4 2017 | $10,768,000 | +4.3% | 294,700 | 0.0% | 1.62% | +6.6% |
| Q3 2017 | $10,326,000 | -0.4% | 294,700 | 0.0% | 1.52% | -0.3% |
| Q2 2017 | $10,370,000 | +7101.4% | 294,700 | +6170.2% | 1.53% | +6266.7% |
| Q1 2017 | $144,000 | +0.7% | 4,700 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $143,000 | -2.7% | 4,700 | 0.0% | 0.02% | -11.1% |
| Q3 2016 | $147,000 | +22.5% | 4,700 | 0.0% | 0.03% | +17.4% |
| Q2 2016 | $120,000 | -17.2% | 4,700 | 0.0% | 0.02% | -28.1% |
| Q1 2016 | $145,000 | -7.6% | 4,700 | 0.0% | 0.03% | +18.5% |
| Q4 2015 | $157,000 | +6.8% | 4,700 | 0.0% | 0.03% | -3.6% |
| Q3 2015 | $147,000 | -16.5% | 4,700 | 0.0% | 0.03% | 0.0% |
| Q2 2015 | $176,000 | -5.9% | 4,700 | 0.0% | 0.03% | -9.7% |
| Q1 2015 | $187,000 | -16.9% | 4,700 | -17.5% | 0.03% | -22.5% |
| Q4 2014 | $225,000 | -11.1% | 5,700 | -10.9% | 0.04% | -13.0% |
| Q3 2014 | $253,000 | +4.5% | 6,400 | 0.0% | 0.05% | 0.0% |
| Q2 2014 | $242,000 | +2.1% | 6,400 | 0.0% | 0.05% | -6.1% |
| Q1 2014 | $237,000 | +1.7% | 6,400 | 0.0% | 0.05% | +4.3% |
| Q4 2013 | $233,000 | -16.2% | 6,400 | -26.4% | 0.05% | -16.1% |
| Q3 2013 | $278,000 | +0.4% | 8,700 | 0.0% | 0.06% | -15.2% |
| Q2 2013 | $277,000 | – | 8,700 | – | 0.07% | – |
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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% |