INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 561 filers reported holding INVESCO LTD in Q4 2021. The put-call ratio across all filers is 1.23 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 2023 | $399,170 | +626.5% | 23,746 | +677.5% | 0.02% | +566.7% |
| Q4 2022 | $54,941 | -81.4% | 3,054 | -85.8% | 0.00% | -83.3% |
| Q3 2022 | $295,000 | +1182.6% | 21,505 | +1413.4% | 0.02% | +1700.0% |
| Q2 2022 | $23,000 | -39.5% | 1,421 | -13.8% | 0.00% | -50.0% |
| Q1 2022 | $38,000 | -19.1% | 1,649 | -18.4% | 0.00% | 0.0% |
| Q4 2021 | $47,000 | -45.3% | 2,021 | -43.5% | 0.00% | -33.3% |
| Q3 2021 | $86,000 | -54.3% | 3,580 | -49.1% | 0.00% | -25.0% |
| Q2 2021 | $188,000 | +203.2% | 7,037 | +186.5% | 0.00% | +300.0% |
| Q1 2021 | $62,000 | +10.7% | 2,456 | -23.5% | 0.00% | 0.0% |
| Q4 2020 | $56,000 | -34.9% | 3,212 | -57.3% | 0.00% | -50.0% |
| Q3 2020 | $86,000 | -40.3% | 7,514 | -52.6% | 0.00% | -33.3% |
| Q1 2020 | $144,000 | -41.2% | 15,869 | +16.7% | 0.00% | -40.0% |
| Q4 2019 | $245,000 | +43.3% | 13,601 | +35.0% | 0.01% | +25.0% |
| Q3 2019 | $171,000 | -32.1% | 10,077 | -18.3% | 0.00% | -33.3% |
| Q2 2019 | $252,000 | -14.6% | 12,329 | -19.4% | 0.01% | -14.3% |
| Q1 2019 | $295,000 | +15.2% | 15,299 | 0.0% | 0.01% | +16.7% |
| Q4 2018 | $256,000 | +113.3% | 15,299 | +192.2% | 0.01% | +100.0% |
| Q3 2018 | $120,000 | -13.7% | 5,236 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $139,000 | -94.9% | 5,236 | -93.9% | 0.00% | -95.5% |
| Q1 2018 | $2,751,000 | +3617.6% | 85,927 | +4124.5% | 0.07% | +3200.0% |
| Q4 2017 | $74,000 | +4.2% | 2,034 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $71,000 | -1.4% | 2,034 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $72,000 | -95.9% | 2,034 | -96.1% | 0.00% | -95.2% |
| Q4 2015 | $1,754,000 | +7.2% | 52,400 | 0.0% | 0.04% | +2.4% |
| Q3 2015 | $1,636,000 | +53.5% | 52,400 | +94.1% | 0.04% | +127.8% |
| Q3 2014 | $1,066,000 | -19.8% | 27,000 | -35.4% | 0.02% | -28.0% |
| Q2 2013 | $1,329,000 | – | 41,800 | – | 0.02% | – |
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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% |