INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 511 filers reported holding INVESCO LTD in Q3 2014. The put-call ratio across all filers is 0.36 and the average weighting 0.3%.
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 2022 | $1,495,000 | -15.7% | 109,090 | -0.7% | 0.22% | -13.6% |
| Q2 2022 | $1,773,000 | -23.9% | 109,890 | +8.8% | 0.26% | -10.4% |
| Q1 2022 | $2,329,000 | +108.9% | 101,000 | +108.5% | 0.29% | +123.3% |
| Q4 2021 | $1,115,000 | -3.0% | 48,450 | +1.7% | 0.13% | -12.8% |
| Q3 2021 | $1,149,000 | -9.8% | 47,650 | 0.0% | 0.15% | -7.5% |
| Q2 2021 | $1,274,000 | -2.5% | 47,650 | -8.0% | 0.16% | -4.2% |
| Q1 2021 | $1,306,000 | +44.6% | 51,800 | 0.0% | 0.17% | +49.1% |
| Q4 2020 | $903,000 | +62.4% | 51,800 | +6.4% | 0.11% | +33.3% |
| Q3 2020 | $556,000 | +12.1% | 48,700 | +5.6% | 0.08% | -2.3% |
| Q2 2020 | $496,000 | -27.6% | 46,100 | -38.9% | 0.09% | -33.3% |
| Q1 2020 | $685,000 | -49.5% | 75,400 | 0.0% | 0.13% | -32.1% |
| Q4 2019 | $1,356,000 | +6.2% | 75,400 | 0.0% | 0.19% | +1.6% |
| Q3 2019 | $1,277,000 | -17.2% | 75,400 | 0.0% | 0.19% | -11.8% |
| Q2 2019 | $1,543,000 | +6.0% | 75,400 | 0.0% | 0.21% | -4.1% |
| Q1 2019 | $1,456,000 | +15.4% | 75,400 | 0.0% | 0.22% | +12.2% |
| Q4 2018 | $1,262,000 | -82.6% | 75,400 | -76.3% | 0.20% | -80.4% |
| Q3 2018 | $7,271,000 | -5.4% | 317,800 | +9.8% | 1.00% | -6.3% |
| Q2 2018 | $7,686,000 | +1.7% | 289,400 | +22.6% | 1.07% | -2.9% |
| Q1 2018 | $7,558,000 | -13.9% | 236,100 | -1.7% | 1.10% | -13.8% |
| Q4 2017 | $8,781,000 | +2.0% | 240,300 | -2.2% | 1.28% | -2.0% |
| Q3 2017 | $8,613,000 | -1.6% | 245,800 | -1.2% | 1.31% | -4.9% |
| Q2 2017 | $8,755,000 | +11.3% | 248,800 | -3.1% | 1.37% | +14.3% |
| Q1 2017 | $7,863,000 | -8.6% | 256,700 | -9.5% | 1.20% | -5.8% |
| Q4 2016 | $8,601,000 | -0.6% | 283,500 | +2.5% | 1.28% | -7.5% |
| Q3 2016 | $8,652,000 | +94.8% | 276,700 | +59.1% | 1.38% | +83.1% |
| Q2 2016 | $4,441,000 | +102.8% | 173,900 | +165.9% | 0.75% | +93.1% |
| Q4 2015 | $2,190,000 | -62.6% | 65,400 | -65.1% | 0.39% | -53.7% |
| Q3 2015 | $5,853,000 | -23.8% | 187,400 | -8.6% | 0.84% | -7.3% |
| Q2 2015 | $7,685,000 | -66.8% | 205,000 | -64.9% | 0.91% | -47.9% |
| Q1 2015 | $23,175,000 | -0.0% | 583,900 | -0.5% | 1.74% | -0.9% |
| Q4 2014 | $23,186,000 | -5.5% | 586,700 | -5.6% | 1.76% | +30.9% |
| Q3 2014 | $24,529,000 | -1.0% | 621,300 | -5.3% | 1.34% | +13.2% |
| Q2 2014 | $24,779,000 | -3.9% | 656,400 | -5.8% | 1.19% | -3.3% |
| Q1 2014 | $25,785,000 | -10.9% | 696,900 | -12.3% | 1.23% | -4.6% |
| Q4 2013 | $28,927,000 | +13.9% | 794,700 | -0.2% | 1.29% | +11.5% |
| Q3 2013 | $25,389,000 | +72.4% | 795,900 | +71.9% | 1.15% | +59.0% |
| Q2 2013 | $14,727,000 | – | 463,100 | – | 0.73% | – |
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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% |