INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 500 filers reported holding INVESCO LTD in Q4 2022. The put-call ratio across all filers is 1.42 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 | $15,952,775 | -21.5% | 1,098,676 | -9.1% | 0.02% | -17.4% |
| Q2 2023 | $20,323,743 | -17.3% | 1,209,027 | -19.3% | 0.02% | -17.9% |
| Q1 2023 | $24,570,824 | -15.0% | 1,498,221 | -6.8% | 0.03% | -17.6% |
| Q4 2022 | $28,905,918 | +44.7% | 1,606,777 | +10.2% | 0.03% | +30.8% |
| Q3 2022 | $19,971,000 | +1.7% | 1,457,740 | +19.8% | 0.03% | +8.3% |
| Q2 2022 | $19,635,000 | -35.4% | 1,217,299 | -7.6% | 0.02% | -22.6% |
| Q1 2022 | $30,378,000 | +35.9% | 1,317,364 | +35.6% | 0.03% | +40.9% |
| Q4 2021 | $22,357,000 | +41.7% | 971,179 | +48.4% | 0.02% | +29.4% |
| Q3 2021 | $15,777,000 | -34.9% | 654,370 | -27.8% | 0.02% | -34.6% |
| Q2 2021 | $24,229,000 | -12.8% | 906,437 | -17.8% | 0.03% | -23.5% |
| Q1 2021 | $27,800,000 | +23.3% | 1,102,283 | -14.8% | 0.03% | +13.3% |
| Q4 2020 | $22,539,000 | +46.8% | 1,293,120 | -3.9% | 0.03% | +20.0% |
| Q3 2020 | $15,349,000 | +15.4% | 1,345,216 | +8.8% | 0.02% | +8.7% |
| Q2 2020 | $13,300,000 | -1.6% | 1,236,092 | -17.0% | 0.02% | -25.8% |
| Q1 2020 | $13,515,000 | -60.8% | 1,488,439 | -22.4% | 0.03% | -47.5% |
| Q4 2019 | $34,492,000 | +9.5% | 1,918,377 | +3.2% | 0.06% | 0.0% |
| Q3 2019 | $31,488,000 | +5.2% | 1,858,821 | +27.1% | 0.06% | +5.4% |
| Q2 2019 | $29,928,000 | -31.5% | 1,462,743 | -35.4% | 0.06% | -35.6% |
| Q1 2019 | $43,698,000 | +49.1% | 2,262,975 | +29.3% | 0.09% | +26.1% |
| Q4 2018 | $29,301,000 | -10.9% | 1,750,377 | +21.8% | 0.07% | +13.1% |
| Q3 2018 | $32,885,000 | +14.2% | 1,437,302 | +32.6% | 0.06% | +1.7% |
| Q2 2018 | $28,795,000 | +11.4% | 1,084,164 | +34.2% | 0.06% | +1.7% |
| Q1 2018 | $25,859,000 | +1.7% | 807,845 | +16.1% | 0.06% | -3.3% |
| Q4 2017 | $25,429,000 | -4.4% | 695,927 | -8.3% | 0.06% | -10.3% |
| Q3 2017 | $26,606,000 | -8.2% | 759,302 | -7.8% | 0.07% | -11.7% |
| Q2 2017 | $28,991,000 | +5.7% | 823,849 | -8.0% | 0.08% | +1.3% |
| Q1 2017 | $27,435,000 | +39.7% | 895,680 | +38.4% | 0.08% | +31.0% |
| Q4 2016 | $19,642,000 | -25.3% | 647,394 | -23.0% | 0.06% | -26.6% |
| Q3 2016 | $26,303,000 | +31.7% | 841,166 | +7.6% | 0.08% | +25.4% |
| Q2 2016 | $19,968,000 | +86.2% | 781,846 | +124.3% | 0.06% | +85.3% |
| Q1 2016 | $10,726,000 | -35.1% | 348,582 | -29.3% | 0.03% | -20.9% |
| Q4 2015 | $16,518,000 | +51.9% | 493,375 | +41.7% | 0.04% | +34.4% |
| Q3 2015 | $10,877,000 | +5.7% | 348,280 | +26.9% | 0.03% | +18.5% |
| Q2 2015 | $10,290,000 | +105.2% | 274,473 | +117.2% | 0.03% | +80.0% |
| Q1 2015 | $5,015,000 | -68.5% | 126,364 | -68.6% | 0.02% | -72.2% |
| Q4 2014 | $15,919,000 | +164.6% | 402,821 | +164.3% | 0.05% | +125.0% |
| Q3 2014 | $6,016,000 | -29.4% | 152,386 | -32.5% | 0.02% | -31.4% |
| Q2 2014 | $8,523,000 | +29.8% | 225,769 | +27.3% | 0.04% | +20.7% |
| Q1 2014 | $6,564,000 | +73.4% | 177,418 | +70.6% | 0.03% | +61.1% |
| Q4 2013 | $3,786,000 | +14.8% | 104,002 | +0.6% | 0.02% | 0.0% |
| Q3 2013 | $3,298,000 | +20.8% | 103,400 | +20.4% | 0.02% | 0.0% |
| Q2 2013 | $2,731,000 | – | 85,873 | – | 0.02% | – |
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% |