INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 451 filers reported holding INVESCO LTD in Q3 2020. The put-call ratio across all filers is 1.00 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,620 | -12.9% | 249,229 | +1.2% | 0.01% | -10.0% |
| Q2 2023 | $4,156 | -6.1% | 246,332 | -8.7% | 0.01% | -9.1% |
| Q1 2023 | $4,428 | -12.3% | 269,849 | -3.5% | 0.01% | -15.4% |
| Q4 2022 | $5,048 | -99.9% | 279,663 | -11.6% | 0.01% | +8.3% |
| Q3 2022 | $4,339,000 | -12.6% | 316,453 | +3.0% | 0.01% | -7.7% |
| Q2 2022 | $4,964,000 | -29.0% | 307,112 | +6.0% | 0.01% | -13.3% |
| Q1 2022 | $6,992,000 | -10.6% | 289,672 | -14.9% | 0.02% | -6.2% |
| Q4 2021 | $7,818,000 | -5.2% | 340,413 | +0.2% | 0.02% | -15.8% |
| Q3 2021 | $8,245,000 | -10.5% | 339,636 | -1.5% | 0.02% | -9.5% |
| Q2 2021 | $9,212,000 | +15.9% | 344,842 | +8.8% | 0.02% | +10.5% |
| Q1 2021 | $7,945,000 | +51.7% | 316,835 | +5.2% | 0.02% | +90.0% |
| Q4 2020 | $5,238,000 | +67.2% | 301,190 | +9.6% | 0.01% | +42.9% |
| Q3 2020 | $3,132,000 | -10.7% | 274,699 | -16.2% | 0.01% | -12.5% |
| Q2 2020 | $3,508,000 | +21.2% | 327,675 | +3.4% | 0.01% | 0.0% |
| Q1 2020 | $2,895,000 | -82.3% | 316,848 | -65.4% | 0.01% | -77.8% |
| Q4 2019 | $16,332,000 | -31.6% | 916,169 | -34.8% | 0.04% | -36.8% |
| Q3 2019 | $23,865,000 | +7.1% | 1,404,859 | +28.9% | 0.06% | +11.8% |
| Q2 2019 | $22,291,000 | -10.1% | 1,089,692 | -15.4% | 0.05% | -22.7% |
| Q1 2019 | $24,796,000 | +21.0% | 1,287,821 | +4.4% | 0.07% | +11.9% |
| Q4 2018 | $20,491,000 | +216.4% | 1,233,606 | +336.2% | 0.06% | +293.3% |
| Q3 2018 | $6,476,000 | -22.0% | 282,787 | -9.5% | 0.02% | -25.0% |
| Q2 2018 | $8,299,000 | -19.8% | 312,523 | -3.2% | 0.02% | -20.0% |
| Q1 2018 | $10,350,000 | -14.5% | 323,016 | -2.7% | 0.02% | -13.8% |
| Q4 2017 | $12,112,000 | +0.5% | 331,873 | -5.7% | 0.03% | -3.3% |
| Q3 2017 | $12,050,000 | +4.1% | 351,946 | +6.9% | 0.03% | -3.2% |
| Q2 2017 | $11,572,000 | +6.7% | 329,214 | -7.1% | 0.03% | +6.9% |
| Q1 2017 | $10,844,000 | -1.6% | 354,510 | -2.0% | 0.03% | -6.5% |
| Q4 2016 | $11,015,000 | -52.4% | 361,907 | -51.2% | 0.03% | -8.8% |
| Q3 2016 | $23,142,000 | +149.9% | 740,974 | +103.9% | 0.03% | +21.4% |
| Q2 2016 | $9,259,000 | +4.4% | 363,357 | +26.0% | 0.03% | -12.5% |
| Q1 2016 | $8,866,000 | -1.0% | 288,308 | +7.9% | 0.03% | -5.9% |
| Q4 2015 | $8,953,000 | +17.7% | 267,229 | +9.9% | 0.03% | +13.3% |
| Q3 2015 | $7,605,000 | -16.7% | 243,095 | -0.3% | 0.03% | -6.2% |
| Q2 2015 | $9,125,000 | -6.8% | 243,922 | -1.4% | 0.03% | -3.0% |
| Q1 2015 | $9,789,000 | -20.4% | 247,265 | -20.7% | 0.03% | -19.5% |
| Q4 2014 | $12,293,000 | +27.6% | 311,735 | +28.1% | 0.04% | +28.1% |
| Q3 2014 | $9,634,000 | +4.6% | 243,365 | -0.5% | 0.03% | +6.7% |
| Q2 2014 | $9,210,000 | +4.7% | 244,537 | +2.3% | 0.03% | -3.2% |
| Q1 2014 | $8,799,000 | +9.1% | 239,084 | +8.4% | 0.03% | +6.9% |
| Q4 2013 | $8,066,000 | +21.6% | 220,504 | +5.7% | 0.03% | +11.5% |
| Q3 2013 | $6,632,000 | – | 208,616 | – | 0.03% | – |
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% |