INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 528 filers reported holding INVESCO LTD in Q1 2021. The put-call ratio across all filers is 0.53 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 | $1,123,950 | +2.7% | 77,407 | +18.9% | 0.00% | 0.0% |
| Q2 2023 | $1,094,028 | +224.7% | 65,082 | +216.8% | 0.00% | – |
| Q1 2023 | $336,954 | -4.5% | 20,546 | +4.7% | 0.00% | – |
| Q4 2022 | $352,946 | -73.6% | 19,619 | -79.9% | 0.00% | -100.0% |
| Q3 2022 | $1,336,000 | -85.8% | 97,482 | -83.3% | 0.00% | -81.8% |
| Q2 2022 | $9,387,000 | -42.8% | 582,011 | -20.1% | 0.01% | -31.2% |
| Q1 2022 | $16,415,000 | -46.6% | 728,052 | -45.4% | 0.02% | -42.9% |
| Q4 2021 | $30,721,000 | +8.4% | 1,334,537 | +13.5% | 0.03% | 0.0% |
| Q3 2021 | $28,342,000 | +4.3% | 1,175,509 | +15.6% | 0.03% | +7.7% |
| Q2 2021 | $27,182,000 | -44.7% | 1,016,914 | -47.8% | 0.03% | -48.0% |
| Q1 2021 | $49,177,000 | +70.2% | 1,949,903 | +17.6% | 0.05% | +56.2% |
| Q4 2020 | $28,898,000 | +67.7% | 1,657,947 | +9.8% | 0.03% | +45.5% |
| Q3 2020 | $17,237,000 | +52.3% | 1,510,650 | +43.7% | 0.02% | +46.7% |
| Q2 2020 | $11,315,000 | -49.9% | 1,051,578 | -57.7% | 0.02% | -21.1% |
| Q1 2020 | $22,592,000 | -21.1% | 2,488,152 | +56.3% | 0.02% | -45.7% |
| Q4 2019 | $28,617,000 | +12.8% | 1,591,620 | +6.3% | 0.04% | +6.1% |
| Q3 2019 | $25,373,000 | +93.8% | 1,497,841 | +134.1% | 0.03% | +26.9% |
| Q2 2019 | $13,091,000 | +9.8% | 639,824 | +3.6% | 0.03% | -3.7% |
| Q1 2019 | $11,925,000 | +40.9% | 617,553 | +22.2% | 0.03% | +28.6% |
| Q4 2018 | $8,462,000 | -23.1% | 505,467 | +5.1% | 0.02% | -8.7% |
| Q3 2018 | $11,002,000 | +11.1% | 480,859 | +28.9% | 0.02% | +9.5% |
| Q2 2018 | $9,907,000 | -16.8% | 373,005 | +0.3% | 0.02% | -19.2% |
| Q1 2018 | $11,902,000 | +36.9% | 371,812 | +56.3% | 0.03% | +44.4% |
| Q4 2017 | $8,691,000 | +15.3% | 237,854 | +10.6% | 0.02% | +5.9% |
| Q3 2017 | $7,537,000 | +33.9% | 215,107 | +34.5% | 0.02% | +30.8% |
| Q2 2017 | $5,628,000 | +31.4% | 159,927 | +14.4% | 0.01% | +30.0% |
| Q1 2017 | $4,283,000 | -94.0% | 139,815 | -94.0% | 0.01% | -94.4% |
| Q4 2016 | $70,959,000 | +0.5% | 2,338,819 | +3.6% | 0.18% | -9.6% |
| Q3 2016 | $70,613,000 | -31.3% | 2,258,166 | -43.9% | 0.20% | -51.8% |
| Q2 2016 | $102,764,000 | -35.1% | 4,023,665 | -21.8% | 0.41% | -37.2% |
| Q1 2016 | $158,314,000 | -7.0% | 5,145,055 | +1.2% | 0.65% | -7.5% |
| Q4 2015 | $170,239,000 | +15.9% | 5,084,797 | +8.1% | 0.71% | +16.9% |
| Q3 2015 | $146,877,000 | -32.0% | 4,703,051 | -18.3% | 0.60% | -24.3% |
| Q2 2015 | $215,884,000 | +9.5% | 5,758,327 | +15.9% | 0.80% | +12.9% |
| Q1 2015 | $197,216,000 | -0.4% | 4,968,877 | -0.9% | 0.71% | -3.0% |
| Q4 2014 | $198,081,000 | +326.2% | 5,012,178 | +325.8% | 0.73% | +108.6% |
| Q3 2014 | $46,479,000 | +1.6% | 1,177,250 | -2.9% | 0.35% | +12.9% |
| Q2 2014 | $45,752,000 | -5.6% | 1,211,950 | -7.5% | 0.31% | -5.8% |
| Q1 2014 | $48,465,000 | +13.9% | 1,309,850 | +12.1% | 0.33% | +9.7% |
| Q4 2013 | $42,534,000 | – | 1,168,500 | – | 0.30% | – |
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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% |