INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 483 filers reported holding INVESCO LTD in Q3 2023. The put-call ratio across all filers is 2.43 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $310,000 | -2.8% | 15,150 | -8.3% | 0.00% | 0.0% |
| Q1 2019 | $319,000 | +11.5% | 16,525 | -3.4% | 0.00% | 0.0% |
| Q4 2018 | $286,000 | -33.8% | 17,106 | -9.3% | 0.00% | -25.0% |
| Q3 2018 | $432,000 | -15.5% | 18,870 | -1.9% | 0.00% | -20.0% |
| Q2 2018 | $511,000 | -24.3% | 19,238 | -8.7% | 0.01% | -16.7% |
| Q1 2018 | $675,000 | -15.7% | 21,075 | -3.9% | 0.01% | -14.3% |
| Q4 2017 | $801,000 | -8.4% | 21,919 | -12.1% | 0.01% | -12.5% |
| Q3 2017 | $874,000 | -2.8% | 24,938 | -2.4% | 0.01% | 0.0% |
| Q2 2017 | $899,000 | +12.2% | 25,560 | -2.2% | 0.01% | +14.3% |
| Q1 2017 | $801,000 | -10.1% | 26,135 | -11.0% | 0.01% | -12.5% |
| Q4 2016 | $891,000 | -7.3% | 29,356 | -4.5% | 0.01% | -11.1% |
| Q3 2016 | $961,000 | +23.8% | 30,743 | +1.2% | 0.01% | +28.6% |
| Q2 2016 | $776,000 | -17.4% | 30,390 | -0.5% | 0.01% | -12.5% |
| Q1 2016 | $940,000 | -38.0% | 30,550 | -32.6% | 0.01% | -38.5% |
| Q4 2015 | $1,517,000 | +5.1% | 45,301 | -2.0% | 0.01% | 0.0% |
| Q3 2015 | $1,444,000 | -21.3% | 46,234 | -5.5% | 0.01% | -13.3% |
| Q2 2015 | $1,834,000 | -7.8% | 48,924 | -2.4% | 0.02% | -11.8% |
| Q1 2015 | $1,990,000 | -1.0% | 50,140 | -1.4% | 0.02% | 0.0% |
| Q4 2014 | $2,010,000 | -1.5% | 50,865 | -1.6% | 0.02% | +6.2% |
| Q3 2014 | $2,040,000 | +4.1% | 51,674 | -0.5% | 0.02% | +6.7% |
| Q2 2014 | $1,960,000 | +14.8% | 51,924 | +12.5% | 0.02% | +7.1% |
| Q1 2014 | $1,708,000 | -0.9% | 46,154 | -2.6% | 0.01% | 0.0% |
| Q4 2013 | $1,724,000 | +12.7% | 47,372 | -1.2% | 0.01% | +7.7% |
| Q3 2013 | $1,530,000 | +7.2% | 47,971 | +6.9% | 0.01% | +8.3% |
| Q2 2013 | $1,427,000 | – | 44,887 | – | 0.01% | – |
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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% |