INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 550 filers reported holding INVESCO LTD in Q3 2021. The put-call ratio across all filers is 0.84 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 | $7,347,788 | -20.9% | 506,046 | -8.4% | 0.01% | -15.4% |
| Q2 2023 | $9,288,012 | -0.7% | 552,529 | -3.1% | 0.01% | -7.1% |
| Q1 2023 | $9,350,427 | -9.9% | 570,148 | -1.1% | 0.01% | -12.5% |
| Q4 2022 | $10,373,016 | +31.8% | 576,599 | +0.4% | 0.02% | +23.1% |
| Q3 2022 | $7,868,000 | -16.9% | 574,321 | -2.1% | 0.01% | -13.3% |
| Q2 2022 | $9,463,000 | -29.9% | 586,697 | +0.2% | 0.02% | -16.7% |
| Q1 2022 | $13,505,000 | -5.1% | 585,627 | -5.3% | 0.02% | +5.9% |
| Q4 2021 | $14,232,000 | -1.4% | 618,249 | +3.2% | 0.02% | -10.5% |
| Q3 2021 | $14,441,000 | -9.5% | 598,970 | +0.4% | 0.02% | -5.0% |
| Q2 2021 | $15,954,000 | -12.9% | 596,840 | -17.8% | 0.02% | -16.7% |
| Q1 2021 | $18,321,000 | +48.5% | 726,436 | +2.7% | 0.02% | +41.2% |
| Q4 2020 | $12,335,000 | +48.6% | 707,665 | -2.7% | 0.02% | +30.8% |
| Q3 2020 | $8,300,000 | +8.1% | 727,472 | +1.9% | 0.01% | -7.1% |
| Q2 2020 | $7,678,000 | +22.1% | 713,596 | +3.1% | 0.01% | 0.0% |
| Q1 2020 | $6,287,000 | -46.0% | 692,363 | +6.9% | 0.01% | -30.0% |
| Q4 2019 | $11,640,000 | +2.2% | 647,412 | -3.7% | 0.02% | -9.1% |
| Q3 2019 | $11,392,000 | -16.7% | 672,501 | +0.6% | 0.02% | -18.5% |
| Q2 2019 | $13,679,000 | +3.5% | 668,596 | -2.4% | 0.03% | 0.0% |
| Q1 2019 | $13,222,000 | +13.5% | 684,724 | -1.6% | 0.03% | 0.0% |
| Q4 2018 | $11,652,000 | -27.9% | 696,048 | -1.5% | 0.03% | -12.9% |
| Q3 2018 | $16,171,000 | -13.6% | 706,767 | +0.3% | 0.03% | -20.5% |
| Q2 2018 | $18,715,000 | -14.2% | 704,622 | +3.4% | 0.04% | -17.0% |
| Q1 2018 | $21,818,000 | -15.0% | 681,587 | -3.0% | 0.05% | -11.3% |
| Q4 2017 | $25,664,000 | +2.9% | 702,357 | -1.3% | 0.05% | -3.6% |
| Q3 2017 | $24,938,000 | -8.0% | 711,706 | -7.6% | 0.06% | -5.2% |
| Q2 2017 | $27,112,000 | +5.4% | 770,430 | -8.3% | 0.06% | +11.5% |
| Q1 2017 | $25,724,000 | -3.3% | 839,818 | -4.2% | 0.05% | -3.7% |
| Q4 2016 | $26,600,000 | -5.4% | 876,718 | -2.5% | 0.05% | -6.9% |
| Q3 2016 | $28,122,000 | +23.5% | 899,318 | +0.9% | 0.06% | +18.4% |
| Q2 2016 | $22,774,000 | -21.1% | 891,718 | -4.9% | 0.05% | -21.0% |
| Q1 2016 | $28,851,000 | +5.0% | 937,640 | +14.3% | 0.06% | -7.5% |
| Q4 2015 | $27,466,000 | +8.9% | 820,375 | +1.6% | 0.07% | +1.5% |
| Q3 2015 | $25,215,000 | -14.5% | 807,393 | +2.6% | 0.07% | -7.0% |
| Q2 2015 | $29,491,000 | -8.8% | 786,629 | -3.4% | 0.07% | -7.8% |
| Q1 2015 | $32,321,000 | -1.2% | 814,335 | -1.6% | 0.08% | 0.0% |
| Q4 2014 | $32,715,000 | +1.1% | 827,820 | +1.0% | 0.08% | -3.8% |
| Q3 2014 | $32,374,000 | +8.6% | 820,008 | +3.8% | 0.08% | +6.7% |
| Q2 2014 | $29,820,000 | -0.4% | 789,923 | -2.3% | 0.08% | -5.1% |
| Q1 2014 | $29,926,000 | +2.1% | 808,823 | +0.5% | 0.08% | 0.0% |
| Q4 2013 | $29,303,000 | +14.9% | 805,023 | +0.7% | 0.08% | +3.9% |
| Q3 2013 | $25,505,000 | +3.5% | 799,523 | +3.2% | 0.08% | -5.0% |
| Q2 2013 | $24,640,000 | +9.2% | 774,831 | -0.6% | 0.08% | +5.3% |
| Q1 2013 | $22,566,000 | – | 779,224 | – | 0.08% | – |
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% |