INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 555 filers reported holding INVESCO LTD in Q4 2014. The put-call ratio across all filers is 0.42 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,478,138 | -9.7% | 98,806 | +0.1% | 0.01% | -9.1% |
| Q1 2024 | $1,637,068 | -6.8% | 98,678 | +0.2% | 0.01% | -15.4% |
| Q4 2023 | $1,756,277 | +34.1% | 98,446 | +9.1% | 0.01% | +18.2% |
| Q3 2023 | $1,309,748 | -2.5% | 90,203 | +12.9% | 0.01% | 0.0% |
| Q2 2023 | $1,343,220 | +6.2% | 79,906 | +3.6% | 0.01% | 0.0% |
| Q1 2023 | $1,264,440 | +91327.3% | 77,100 | +0.3% | 0.01% | -8.3% |
| Q4 2022 | $1,383 | -99.8% | 76,877 | +15.5% | 0.01% | +33.3% |
| Q3 2022 | $912,000 | +15.3% | 66,538 | +35.7% | 0.01% | +12.5% |
| Q2 2022 | $791,000 | -24.9% | 49,026 | +7.4% | 0.01% | -20.0% |
| Q1 2022 | $1,053,000 | +6.8% | 45,665 | +6.6% | 0.01% | 0.0% |
| Q4 2021 | $986,000 | -4.5% | 42,838 | +0.1% | 0.01% | -16.7% |
| Q3 2021 | $1,032,000 | -18.5% | 42,787 | -9.7% | 0.01% | -14.3% |
| Q2 2021 | $1,267,000 | +6.7% | 47,408 | +0.7% | 0.01% | -6.7% |
| Q1 2021 | $1,187,000 | +44.8% | 47,080 | +0.0% | 0.02% | +25.0% |
| Q4 2020 | $820,000 | +106.0% | 47,064 | +34.9% | 0.01% | +50.0% |
| Q3 2020 | $398,000 | +71.6% | 34,886 | +62.1% | 0.01% | +100.0% |
| Q2 2020 | $232,000 | +7.4% | 21,517 | -9.5% | 0.00% | -20.0% |
| Q1 2020 | $216,000 | -49.9% | 23,779 | -0.8% | 0.01% | -37.5% |
| Q4 2019 | $431,000 | +3.1% | 23,968 | -2.9% | 0.01% | +14.3% |
| Q3 2019 | $418,000 | -13.1% | 24,686 | +5.0% | 0.01% | -12.5% |
| Q2 2019 | $481,000 | +7.4% | 23,517 | +1.3% | 0.01% | 0.0% |
| Q1 2019 | $448,000 | +19.1% | 23,214 | +3.4% | 0.01% | +14.3% |
| Q4 2018 | $376,000 | -51.2% | 22,440 | -33.4% | 0.01% | -36.4% |
| Q3 2018 | $771,000 | -32.5% | 33,715 | -21.6% | 0.01% | -26.7% |
| Q2 2018 | $1,142,000 | -2.1% | 42,999 | +18.0% | 0.02% | -6.2% |
| Q1 2018 | $1,166,000 | -12.3% | 36,432 | +0.1% | 0.02% | -11.1% |
| Q4 2017 | $1,330,000 | +14.8% | 36,412 | +10.0% | 0.02% | +5.9% |
| Q3 2017 | $1,159,000 | +8.9% | 33,088 | +9.5% | 0.02% | +6.2% |
| Q2 2017 | $1,064,000 | +16.0% | 30,227 | +1.0% | 0.02% | 0.0% |
| Q1 2017 | $917,000 | +29.0% | 29,936 | +27.8% | 0.02% | +23.1% |
| Q4 2016 | $711,000 | -2.9% | 23,419 | +0.0% | 0.01% | -7.1% |
| Q3 2016 | $732,000 | -14.2% | 23,412 | -29.9% | 0.01% | -12.5% |
| Q2 2016 | $853,000 | -10.3% | 33,410 | +8.1% | 0.02% | -20.0% |
| Q1 2016 | $951,000 | +2.6% | 30,902 | +11.6% | 0.02% | +5.3% |
| Q4 2015 | $927,000 | +7.8% | 27,693 | +0.5% | 0.02% | -5.0% |
| Q3 2015 | $860,000 | -52.6% | 27,545 | -43.0% | 0.02% | -39.4% |
| Q2 2015 | $1,813,000 | -7.2% | 48,365 | -1.8% | 0.03% | -5.7% |
| Q1 2015 | $1,954,000 | -37.1% | 49,241 | -37.4% | 0.04% | -23.9% |
| Q4 2014 | $3,107,000 | -0.8% | 78,610 | -0.9% | 0.05% | -2.1% |
| Q3 2014 | $3,133,000 | +4.7% | 79,352 | +0.1% | 0.05% | +6.8% |
| Q2 2014 | $2,992,000 | -2.6% | 79,246 | -4.5% | 0.04% | -6.4% |
| Q1 2014 | $3,071,000 | -0.3% | 82,988 | -1.9% | 0.05% | -4.1% |
| Q4 2013 | $3,080,000 | +6.8% | 84,608 | -6.4% | 0.05% | +2.1% |
| Q3 2013 | $2,885,000 | +0.2% | 90,436 | -0.1% | 0.05% | -4.0% |
| Q2 2013 | $2,879,000 | – | 90,540 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TRIAN FUND MANAGEMENT, L.P. | 27,223,734 | $407,267,061 | 9.93% |
| Insight Folios Inc | 398,194 | $5,956,987 | 2.44% |
| Alexander Randolph Advisory, Inc. | 138,080 | $2,065,677 | 1.94% |
| CONTINENTAL ADVISORS LLC | 292,900 | $4,381,784 | 1.92% |
| AMERICAN FINANCIAL GROUP INC | 245,000 | $3,665 | 1.57% |
| CONTINENTAL ADVISORS LLC | 238,940 | $3,574,542 | 1.57% |
| Olstein Capital Management, L.P. | 514,946 | $7,704 | 1.37% |
| VALUEWORKS LLC | 249,894 | $3,738 | 1.16% |
| Poehling Capital Management, INC. | 256,925 | $3,843,598 | 1.05% |
| Gifford Fong Associates | 255,393 | $3,821 | 1.01% |