INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 451 filers reported holding INVESCO LTD in Q3 2020. The put-call ratio across all filers is 1.00 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 | $957,119 | -9.7% | 65,917 | +4.5% | 0.00% | 0.0% |
| Q2 2023 | $1,060,227 | +10.9% | 63,071 | +8.2% | 0.00% | 0.0% |
| Q1 2023 | $956,039 | -42.8% | 58,295 | -37.3% | 0.00% | -50.0% |
| Q4 2022 | $1,671,453 | +20.9% | 92,910 | -8.0% | 0.00% | +100.0% |
| Q3 2022 | $1,383,000 | -17.0% | 100,956 | -2.3% | 0.00% | -50.0% |
| Q2 2022 | $1,666,000 | -29.3% | 103,314 | +1.2% | 0.00% | 0.0% |
| Q1 2022 | $2,355,000 | +17.0% | 102,118 | +16.8% | 0.00% | 0.0% |
| Q4 2021 | $2,012,000 | -5.5% | 87,407 | -1.1% | 0.00% | 0.0% |
| Q3 2021 | $2,130,000 | +5.9% | 88,366 | +17.5% | 0.00% | 0.0% |
| Q2 2021 | $2,011,000 | -38.5% | 75,221 | -42.0% | 0.00% | -33.3% |
| Q1 2021 | $3,271,000 | +20.0% | 129,687 | -17.1% | 0.00% | 0.0% |
| Q4 2020 | $2,725,000 | +41.9% | 156,351 | -7.1% | 0.00% | +50.0% |
| Q3 2020 | $1,920,000 | -4.3% | 168,283 | -9.7% | 0.00% | -33.3% |
| Q2 2020 | $2,006,000 | -84.5% | 186,461 | -86.9% | 0.00% | -85.7% |
| Q1 2020 | $12,930,000 | -46.5% | 1,423,960 | +5.8% | 0.02% | -32.3% |
| Q4 2019 | $24,190,000 | -8.7% | 1,345,404 | -13.9% | 0.03% | -16.2% |
| Q3 2019 | $26,483,000 | -15.1% | 1,563,363 | +2.6% | 0.04% | -17.8% |
| Q2 2019 | $31,177,000 | +67.2% | 1,523,787 | +57.8% | 0.04% | +60.7% |
| Q1 2019 | $18,646,000 | +22.5% | 965,602 | +6.2% | 0.03% | +3.7% |
| Q4 2018 | $15,226,000 | -33.7% | 909,579 | -9.4% | 0.03% | -25.0% |
| Q3 2018 | $22,974,000 | +46.6% | 1,004,087 | +70.2% | 0.04% | +38.5% |
| Q2 2018 | $15,673,000 | +247.2% | 590,112 | +318.4% | 0.03% | +225.0% |
| Q1 2018 | $4,514,000 | +34.1% | 141,028 | +53.1% | 0.01% | +33.3% |
| Q4 2017 | $3,366,000 | +38.4% | 92,114 | +32.7% | 0.01% | +20.0% |
| Q3 2017 | $2,432,000 | +1.2% | 69,394 | +1.6% | 0.01% | 0.0% |
| Q2 2017 | $2,403,000 | -20.6% | 68,291 | -30.9% | 0.01% | -28.6% |
| Q1 2017 | $3,028,000 | -67.4% | 98,841 | -67.8% | 0.01% | -70.8% |
| Q4 2016 | $9,299,000 | +83.1% | 306,490 | +88.7% | 0.02% | +71.4% |
| Q3 2016 | $5,078,000 | +52.0% | 162,400 | +24.1% | 0.01% | +40.0% |
| Q2 2016 | $3,341,000 | +90.2% | 130,828 | +129.1% | 0.01% | +66.7% |
| Q1 2016 | $1,757,000 | +205.0% | 57,097 | +231.7% | 0.01% | +200.0% |
| Q4 2015 | $576,000 | -79.7% | 17,215 | -81.0% | 0.00% | -83.3% |
| Q3 2015 | $2,834,000 | -35.9% | 90,742 | -23.1% | 0.01% | -29.4% |
| Q2 2015 | $4,421,000 | +255.4% | 117,931 | +276.4% | 0.02% | +240.0% |
| Q1 2015 | $1,244,000 | -13.1% | 31,333 | -13.4% | 0.01% | -28.6% |
| Q4 2014 | $1,431,000 | +14.0% | 36,201 | +13.8% | 0.01% | 0.0% |
| Q3 2014 | $1,255,000 | +5.4% | 31,800 | +0.8% | 0.01% | 0.0% |
| Q2 2014 | $1,191,000 | +30.6% | 31,557 | +28.0% | 0.01% | +16.7% |
| Q1 2014 | $912,000 | +3.6% | 24,645 | +2.0% | 0.01% | -14.3% |
| Q4 2013 | $880,000 | -36.4% | 24,166 | -44.5% | 0.01% | -46.2% |
| Q2 2013 | $1,384,000 | – | 43,514 | – | 0.01% | – |
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% |