INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 410 filers reported holding INVESCO LTD in Q2 2013. The put-call ratio across all filers is 0.78 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $167,896 | -0.8% | 11,223 | +10.0% | 0.00% | 0.0% |
Q1 2024 | $169,235 | -7.7% | 10,201 | -0.8% | 0.00% | 0.0% |
Q4 2023 | $183,395 | -88.1% | 10,280 | -90.3% | 0.00% | -85.7% |
Q3 2023 | $1,546,699 | -1.0% | 106,522 | +14.6% | 0.01% | 0.0% |
Q2 2023 | $1,562,910 | -3.2% | 92,975 | -5.6% | 0.01% | -12.5% |
Q1 2023 | $1,614,564 | -3.2% | 98,449 | +6.2% | 0.01% | -20.0% |
Q4 2022 | $1,667,475 | +52.7% | 92,689 | +16.2% | 0.01% | +42.9% |
Q3 2022 | $1,092,000 | -14.5% | 79,737 | +0.7% | 0.01% | -12.5% |
Q2 2022 | $1,277,000 | -44.0% | 79,199 | -19.9% | 0.01% | -33.3% |
Q1 2022 | $2,279,000 | +15.5% | 98,822 | +15.2% | 0.01% | +20.0% |
Q4 2021 | $1,974,000 | +6.2% | 85,752 | +11.3% | 0.01% | 0.0% |
Q3 2021 | $1,858,000 | -20.6% | 77,044 | -12.0% | 0.01% | -28.6% |
Q2 2021 | $2,339,000 | +7.4% | 87,503 | +1.3% | 0.01% | 0.0% |
Q1 2021 | $2,177,000 | +65.0% | 86,340 | +14.1% | 0.01% | +55.6% |
Q4 2020 | $1,319,000 | +53.0% | 75,669 | +0.1% | 0.01% | +28.6% |
Q3 2020 | $862,000 | -23.0% | 75,569 | -27.4% | 0.01% | -22.2% |
Q2 2020 | $1,120,000 | +34.5% | 104,061 | +13.4% | 0.01% | 0.0% |
Q1 2020 | $833,000 | -54.3% | 91,740 | -9.5% | 0.01% | -43.8% |
Q4 2019 | $1,823,000 | +22.0% | 101,383 | +15.0% | 0.02% | +14.3% |
Q3 2019 | $1,494,000 | -20.3% | 88,175 | -3.7% | 0.01% | -26.3% |
Q2 2019 | $1,874,000 | +5.4% | 91,594 | -0.5% | 0.02% | +11.8% |
Q1 2019 | $1,778,000 | +69.3% | 92,054 | +46.8% | 0.02% | +41.7% |
Q4 2018 | $1,050,000 | -26.9% | 62,712 | -0.2% | 0.01% | -14.3% |
Q3 2018 | $1,437,000 | -6.9% | 62,812 | +8.1% | 0.01% | -12.5% |
Q2 2018 | $1,543,000 | -19.3% | 58,112 | -2.7% | 0.02% | -23.8% |
Q1 2018 | $1,912,000 | -10.7% | 59,717 | +1.9% | 0.02% | -16.0% |
Q4 2017 | $2,142,000 | +10.4% | 58,625 | +5.9% | 0.02% | 0.0% |
Q3 2017 | $1,940,000 | +8.3% | 55,355 | +8.7% | 0.02% | +4.2% |
Q2 2017 | $1,792,000 | +15.5% | 50,927 | +0.5% | 0.02% | +9.1% |
Q1 2017 | $1,552,000 | +2.2% | 50,672 | +1.3% | 0.02% | -18.5% |
Q4 2016 | $1,518,000 | -6.4% | 50,035 | -3.5% | 0.03% | -6.9% |
Q3 2016 | $1,621,000 | +22.4% | 51,835 | 0.0% | 0.03% | +16.0% |
Q2 2016 | $1,324,000 | -18.3% | 51,835 | -1.5% | 0.02% | -19.4% |
Q1 2016 | $1,620,000 | -3.4% | 52,635 | +5.1% | 0.03% | -3.1% |
Q4 2015 | $1,677,000 | +7.2% | 50,095 | 0.0% | 0.03% | +3.2% |
Q3 2015 | $1,564,000 | -14.3% | 50,095 | +2.9% | 0.03% | -8.8% |
Q2 2015 | $1,826,000 | -6.3% | 48,695 | -0.8% | 0.03% | -2.9% |
Q1 2015 | $1,949,000 | +0.6% | 49,095 | +1.2% | 0.04% | +2.9% |
Q4 2014 | $1,937,000 | -4.0% | 48,515 | -5.1% | 0.03% | -5.6% |
Q3 2014 | $2,018,000 | +5.6% | 51,115 | +1.0% | 0.04% | +2.9% |
Q2 2014 | $1,911,000 | -4.9% | 50,615 | -6.8% | 0.04% | -5.4% |
Q1 2014 | $2,010,000 | -2.9% | 54,315 | -4.5% | 0.04% | 0.0% |
Q4 2013 | $2,069,000 | +9.2% | 56,845 | -4.3% | 0.04% | +2.8% |
Q3 2013 | $1,895,000 | -23.1% | 59,415 | -23.3% | 0.04% | -26.5% |
Q2 2013 | $2,464,000 | – | 77,489 | – | 0.05% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TRIAN FUND MANAGEMENT, L.P. | 36,741,539 | $955,280,000 | 11.30% |
Applied Fundamental Research, LLC | 486,167 | $12,261,000 | 10.34% |
Insight Folios Inc | 327,542 | $8,261,000 | 5.66% |
CONTINENTAL ADVISORS LLC | 378,917 | $9,556,000 | 4.43% |
Mount Lucas Management LP | 587,926 | $14,827,000 | 4.36% |
VALUEWORKS LLC | 260,723 | $6,575,000 | 3.72% |
Kiltearn Partners LLP | 3,857,977 | $97,298,000 | 3.72% |
Olstein Capital Management, L.P. | 634,584 | $16,004,000 | 2.24% |
Wealth Enhancement & Preservation of GA, LLC | 109,117 | $2,827,000 | 2.18% |
AMJ Financial Wealth Management | 175,629 | $4,429,000 | 2.14% |