INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 500 filers reported holding INVESCO LTD in Q4 2022. The put-call ratio across all filers is 1.42 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $809 | -95.9% | 48,100 | -96.0% | 0.00% | -96.2% |
| Q1 2023 | $19,923 | +63.5% | 1,214,800 | +79.4% | 0.03% | +52.9% |
| Q4 2022 | $12,185 | -99.9% | 677,300 | -26.7% | 0.02% | -5.6% |
| Q3 2022 | $12,667,000 | +65.5% | 924,600 | +178.1% | 0.02% | +80.0% |
| Q4 2021 | $7,654,000 | -59.1% | 332,500 | -65.7% | 0.01% | -41.2% |
| Q1 2019 | $18,704,000 | -60.9% | 968,600 | -66.1% | 0.02% | -67.3% |
| Q4 2018 | $47,776,000 | +33.8% | 2,854,000 | +82.9% | 0.05% | +40.5% |
| Q3 2018 | $35,704,000 | -23.6% | 1,560,500 | -11.3% | 0.04% | +42.3% |
| Q2 2018 | $46,717,000 | -25.4% | 1,758,937 | +2.6% | 0.03% | -62.3% |
| Q4 2017 | $62,626,000 | +223.9% | 1,713,900 | +210.6% | 0.07% | +200.0% |
| Q3 2017 | $19,332,000 | -5.0% | 551,725 | -17.0% | 0.02% | -17.9% |
| Q1 2017 | $20,360,000 | +4.3% | 664,700 | +4.8% | 0.03% | -24.3% |
| Q1 2016 | $19,524,000 | -47.3% | 634,500 | -46.5% | 0.04% | -58.0% |
| Q3 2015 | $37,070,000 | +65.1% | 1,187,000 | +98.2% | 0.09% | +72.5% |
| Q2 2015 | $22,453,000 | +19.2% | 598,900 | +26.2% | 0.05% | +27.5% |
| Q1 2015 | $18,829,000 | -53.1% | 474,400 | -53.3% | 0.04% | -58.8% |
| Q4 2014 | $40,137,000 | +827.2% | 1,015,600 | +648.4% | 0.10% | +781.8% |
| Q3 2013 | $4,329,000 | – | 135,700 | – | 0.01% | – |
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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% |