INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 508 filers reported holding INVESCO LTD in Q4 2020. The put-call ratio across all filers is 0.62 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 | $723,096 | -13.1% | 49,800 | +0.6% | 0.01% | -11.1% |
| Q2 2023 | $832,095 | +0.5% | 49,500 | -2.0% | 0.01% | 0.0% |
| Q1 2023 | $828,036 | -1.0% | 50,490 | +8.6% | 0.01% | -10.0% |
| Q4 2022 | $836,355 | +49.1% | 46,490 | +13.4% | 0.01% | +42.9% |
| Q3 2022 | $561,000 | -6.3% | 40,980 | +10.4% | 0.01% | -12.5% |
| Q2 2022 | $599,000 | -30.3% | 37,105 | -0.4% | 0.01% | -11.1% |
| Q1 2022 | $859,000 | -18.0% | 37,245 | -18.1% | 0.01% | -18.2% |
| Q4 2021 | $1,047,000 | -20.4% | 45,475 | -16.7% | 0.01% | -26.7% |
| Q3 2021 | $1,315,000 | -20.3% | 54,561 | -11.6% | 0.02% | -21.1% |
| Q2 2021 | $1,650,000 | -12.1% | 61,731 | -17.0% | 0.02% | -20.8% |
| Q1 2021 | $1,877,000 | +0.1% | 74,416 | -30.9% | 0.02% | -17.2% |
| Q4 2020 | $1,876,000 | +32.9% | 107,621 | -13.0% | 0.03% | +16.0% |
| Q3 2020 | $1,412,000 | -5.9% | 123,749 | -11.2% | 0.02% | -10.7% |
| Q2 2020 | $1,500,000 | -45.5% | 139,360 | -54.0% | 0.03% | -48.1% |
| Q1 2020 | $2,754,000 | -39.7% | 303,235 | +19.5% | 0.05% | -27.0% |
| Q4 2019 | $4,564,000 | +36.2% | 253,826 | +28.4% | 0.07% | +23.3% |
| Q3 2019 | $3,350,000 | +35.2% | 197,749 | +63.3% | 0.06% | +30.4% |
| Q2 2019 | $2,477,000 | +5.9% | 121,068 | -1.1% | 0.05% | +15.0% |
| Q1 2019 | $2,339,000 | +96.4% | 122,370 | +72.0% | 0.04% | +73.9% |
| Q4 2018 | $1,191,000 | -22.3% | 71,152 | +6.3% | 0.02% | -14.8% |
| Q3 2018 | $1,532,000 | +57.6% | 66,948 | +83.0% | 0.03% | +42.1% |
| Q2 2018 | $972,000 | +45.1% | 36,588 | +74.7% | 0.02% | +35.7% |
| Q1 2018 | $670,000 | -4.6% | 20,942 | +9.0% | 0.01% | -6.7% |
| Q4 2017 | $702,000 | +10.6% | 19,218 | +5.9% | 0.02% | +25.0% |
| Q3 2017 | $635,000 | -14.0% | 18,147 | -13.5% | 0.01% | -29.4% |
| Q2 2017 | $738,000 | +12.7% | 20,972 | -2.0% | 0.02% | +6.2% |
| Q1 2017 | $655,000 | +45.6% | 21,400 | +43.5% | 0.02% | +60.0% |
| Q4 2016 | $450,000 | +20.3% | 14,915 | +23.7% | 0.01% | +11.1% |
| Q3 2016 | $374,000 | -13.2% | 12,060 | -29.0% | 0.01% | -30.8% |
| Q2 2016 | $431,000 | +25.7% | 16,984 | +51.0% | 0.01% | +18.2% |
| Q1 2016 | $343,000 | +139.9% | 11,248 | +161.7% | 0.01% | +120.0% |
| Q4 2015 | $143,000 | +14200.0% | 4,298 | +9895.3% | 0.01% | – |
| Q3 2015 | $1,000 | -88.9% | 43 | -85.3% | 0.00% | – |
| Q2 2015 | $9,000 | -18.2% | 293 | 0.0% | 0.00% | – |
| Q1 2015 | $11,000 | +22.2% | 293 | +14.0% | 0.00% | – |
| Q4 2014 | $9,000 | 0.0% | 257 | +4.5% | 0.00% | – |
| Q3 2014 | $9,000 | +50.0% | 246 | +30.2% | 0.00% | – |
| Q2 2014 | $6,000 | 0.0% | 189 | 0.0% | 0.00% | – |
| Q1 2014 | $6,000 | -33.3% | 189 | -31.3% | 0.00% | – |
| Q4 2013 | $9,000 | +28.6% | 275 | 0.0% | 0.00% | – |
| Q3 2013 | $7,000 | 0.0% | 275 | 0.0% | 0.00% | – |
| Q2 2013 | $7,000 | – | 275 | – | 0.00% | – |
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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% |