INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 483 filers reported holding INVESCO LTD in Q3 2023. The put-call ratio across all filers is 2.43 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 | $122,665 | +488.9% | 8,448 | +581.8% | 0.00% | – |
| Q2 2023 | $20,828 | -3.1% | 1,239 | -5.5% | 0.00% | – |
| Q1 2023 | $21,500 | -23.8% | 1,311 | -16.4% | 0.00% | – |
| Q4 2022 | $28,208 | -80.0% | 1,568 | -84.7% | 0.00% | – |
| Q3 2022 | $141,000 | +729.4% | 10,271 | +900.1% | 0.00% | – |
| Q2 2022 | $17,000 | -43.3% | 1,027 | -20.8% | 0.00% | – |
| Q1 2022 | $30,000 | -86.5% | 1,297 | -86.6% | 0.00% | – |
| Q4 2021 | $223,000 | +2.3% | 9,673 | +7.2% | 0.00% | – |
| Q3 2021 | $218,000 | -5.6% | 9,027 | +4.4% | 0.00% | – |
| Q2 2021 | $231,000 | -67.2% | 8,644 | -69.0% | 0.00% | -100.0% |
| Q1 2021 | $704,000 | +728.2% | 27,895 | +468.8% | 0.00% | – |
| Q4 2020 | $85,000 | +102.4% | 4,904 | +32.7% | 0.00% | – |
| Q3 2020 | $42,000 | -99.9% | 3,696 | -99.9% | 0.00% | -100.0% |
| Q1 2020 | $62,708,000 | -49.1% | 6,906,149 | +0.7% | 0.18% | -33.1% |
| Q4 2019 | $123,296,000 | +1.9% | 6,857,410 | -4.0% | 0.28% | -7.4% |
| Q3 2019 | $121,028,000 | -17.7% | 7,144,458 | -0.5% | 0.30% | -16.8% |
| Q2 2019 | $146,977,000 | +90.8% | 7,183,615 | +80.1% | 0.36% | +86.9% |
| Q1 2019 | $77,038,000 | -15.6% | 3,989,550 | -26.8% | 0.19% | -23.3% |
| Q4 2018 | $91,288,000 | -21.5% | 5,453,294 | +7.2% | 0.25% | -8.1% |
| Q3 2018 | $116,361,000 | +84.4% | 5,085,662 | +114.1% | 0.27% | +46.5% |
| Q2 2018 | $63,100,000 | +133.5% | 2,375,762 | +181.4% | 0.18% | +134.2% |
| Q1 2018 | $27,027,000 | -11.0% | 844,344 | +1.6% | 0.08% | -8.1% |
| Q4 2017 | $30,354,000 | +5.2% | 830,697 | +0.8% | 0.09% | +3.6% |
| Q3 2017 | $28,862,000 | +5.6% | 823,697 | +6.0% | 0.08% | +5.1% |
| Q2 2017 | $27,337,000 | +14.9% | 776,834 | +0.0% | 0.08% | +16.2% |
| Q1 2017 | $23,790,000 | -18.1% | 776,679 | -18.9% | 0.07% | -21.8% |
| Q4 2016 | $29,061,000 | -13.6% | 957,871 | -11.0% | 0.09% | -10.3% |
| Q3 2016 | $33,652,000 | +13.7% | 1,076,185 | -7.1% | 0.10% | +12.8% |
| Q2 2016 | $29,602,000 | -16.9% | 1,159,036 | +0.1% | 0.09% | -22.5% |
| Q1 2016 | $35,632,000 | -2.1% | 1,158,006 | +6.5% | 0.11% | -3.5% |
| Q4 2015 | $36,399,000 | +10.9% | 1,087,175 | +3.5% | 0.12% | +8.5% |
| Q3 2015 | $32,813,000 | +17.4% | 1,050,694 | +41.0% | 0.11% | +26.2% |
| Q2 2015 | $27,941,000 | -3.9% | 745,293 | +1.7% | 0.08% | -5.6% |
| Q1 2015 | $29,078,000 | +1.1% | 732,639 | +0.7% | 0.09% | 0.0% |
| Q4 2014 | $28,755,000 | -3.3% | 727,615 | -3.4% | 0.09% | -7.3% |
| Q3 2014 | $29,735,000 | -4.4% | 753,163 | -8.6% | 0.10% | -2.0% |
| Q2 2014 | $31,113,000 | +2.3% | 824,167 | +0.3% | 0.10% | -3.9% |
| Q1 2014 | $30,410,000 | +19.6% | 821,912 | +17.7% | 0.10% | +15.9% |
| Q4 2013 | $25,416,000 | +23.0% | 698,248 | +7.8% | 0.09% | +10.0% |
| Q3 2013 | $20,656,000 | +0.5% | 647,512 | +0.2% | 0.08% | -1.2% |
| Q2 2013 | $20,554,000 | – | 646,327 | – | 0.08% | – |
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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% |