INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 528 filers reported holding INVESCO LTD in Q1 2021. The put-call ratio across all filers is 0.53 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 | $11,034,019 | -13.9% | 759,924 | -0.3% | 0.01% | -7.1% |
| Q2 2023 | $12,812,632 | +102466.7% | 762,203 | +0.1% | 0.01% | -6.7% |
| Q1 2023 | $12,492 | -8.0% | 761,704 | +0.9% | 0.02% | -16.7% |
| Q4 2022 | $13,582 | -99.9% | 754,962 | +5.7% | 0.02% | +20.0% |
| Q3 2022 | $9,786,000 | +1.0% | 714,308 | +18.9% | 0.02% | +7.1% |
| Q2 2022 | $9,688,000 | -18.3% | 600,625 | +16.9% | 0.01% | -6.7% |
| Q1 2022 | $11,852,000 | -6.0% | 513,982 | -6.2% | 0.02% | 0.0% |
| Q4 2021 | $12,613,000 | -4.2% | 547,919 | +0.3% | 0.02% | -16.7% |
| Q3 2021 | $13,168,000 | -15.7% | 546,149 | -6.6% | 0.02% | -14.3% |
| Q2 2021 | $15,627,000 | -4.0% | 584,641 | -9.4% | 0.02% | -4.5% |
| Q1 2021 | $16,277,000 | +38.2% | 645,388 | -4.5% | 0.02% | +37.5% |
| Q4 2020 | $11,782,000 | +53.2% | 675,947 | +0.3% | 0.02% | +33.3% |
| Q3 2020 | $7,691,000 | +6.8% | 674,052 | +0.7% | 0.01% | 0.0% |
| Q2 2020 | $7,202,000 | +19.7% | 669,335 | +1.0% | 0.01% | -7.7% |
| Q1 2020 | $6,016,000 | -44.5% | 662,576 | +9.9% | 0.01% | -27.8% |
| Q4 2019 | $10,840,000 | +10.7% | 602,883 | +4.3% | 0.02% | 0.0% |
| Q3 2019 | $9,789,000 | -15.9% | 577,860 | +1.6% | 0.02% | -18.2% |
| Q2 2019 | $11,635,000 | -2.6% | 568,656 | -8.1% | 0.02% | -4.3% |
| Q1 2019 | $11,951,000 | -1.5% | 618,888 | -14.7% | 0.02% | -11.5% |
| Q4 2018 | $12,139,000 | -25.1% | 725,150 | +2.4% | 0.03% | -16.1% |
| Q3 2018 | $16,207,000 | -17.0% | 708,357 | -3.7% | 0.03% | -20.5% |
| Q2 2018 | $19,533,000 | -18.7% | 735,440 | -2.0% | 0.04% | -22.0% |
| Q1 2018 | $24,032,000 | -12.8% | 750,769 | -0.5% | 0.05% | -10.7% |
| Q4 2017 | $27,561,000 | +5.7% | 754,263 | +1.4% | 0.06% | -1.8% |
| Q3 2017 | $26,065,000 | +0.0% | 743,852 | +0.4% | 0.06% | -3.4% |
| Q2 2017 | $26,060,000 | +13.2% | 740,563 | -1.5% | 0.06% | +9.3% |
| Q1 2017 | $23,031,000 | -2.7% | 751,913 | -3.6% | 0.05% | -10.0% |
| Q4 2016 | $23,676,000 | +5.8% | 780,371 | +9.1% | 0.06% | -3.2% |
| Q3 2016 | $22,373,000 | +34.8% | 715,493 | +10.1% | 0.06% | +26.5% |
| Q2 2016 | $16,602,000 | -12.2% | 650,031 | +5.7% | 0.05% | -16.9% |
| Q1 2016 | $18,916,000 | -9.2% | 614,761 | -1.2% | 0.06% | -11.9% |
| Q4 2015 | $20,837,000 | +8.2% | 622,372 | +0.9% | 0.07% | +1.5% |
| Q3 2015 | $19,260,000 | -21.3% | 616,704 | -5.5% | 0.07% | -15.4% |
| Q2 2015 | $24,471,000 | -3.5% | 652,736 | +2.1% | 0.08% | +6.8% |
| Q1 2015 | $25,365,000 | +1.4% | 639,073 | +0.9% | 0.07% | 0.0% |
| Q4 2014 | $25,026,000 | -0.0% | 633,257 | -0.1% | 0.07% | -2.7% |
| Q3 2014 | $25,034,000 | +12.3% | 634,092 | +7.4% | 0.08% | +15.4% |
| Q2 2014 | $22,297,000 | -1.8% | 590,648 | -3.7% | 0.06% | -3.0% |
| Q1 2014 | $22,704,000 | -0.1% | 613,624 | -1.7% | 0.07% | 0.0% |
| Q4 2013 | $22,718,000 | +8.8% | 624,114 | -4.6% | 0.07% | +3.1% |
| Q3 2013 | $20,872,000 | +2.4% | 654,301 | +2.1% | 0.06% | -1.5% |
| Q2 2013 | $20,387,000 | – | 641,094 | – | 0.07% | – |
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% |