INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 480 filers reported holding INVESCO LTD in Q2 2023. The put-call ratio across all filers is 2.36 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 2024 | $23,111 | +104.0% | 1,545 | +126.2% | 0.00% | – |
Q1 2024 | $11,330 | -16.8% | 683 | -10.5% | 0.00% | – |
Q4 2023 | $13,611 | +16.9% | 763 | -4.9% | 0.00% | – |
Q3 2023 | $11,644 | -9.2% | 802 | +5.1% | 0.00% | – |
Q2 2023 | $12,818 | +2.5% | 763 | 0.0% | 0.00% | – |
Q1 2023 | $12,505 | -8.8% | 763 | 0.0% | 0.00% | – |
Q4 2022 | $13,718 | +37.2% | 763 | 0.0% | 0.00% | – |
Q3 2022 | $10,000 | -16.7% | 763 | 0.0% | 0.00% | – |
Q2 2022 | $12,000 | -33.3% | 763 | 0.0% | 0.00% | – |
Q1 2022 | $18,000 | 0.0% | 763 | 0.0% | 0.00% | – |
Q4 2021 | $18,000 | -10.0% | 763 | -12.1% | 0.00% | – |
Q3 2021 | $20,000 | -13.0% | 868 | 0.0% | 0.00% | – |
Q2 2021 | $23,000 | +4.5% | 868 | 0.0% | 0.00% | – |
Q1 2021 | $22,000 | +46.7% | 868 | 0.0% | 0.00% | – |
Q4 2020 | $15,000 | +36.4% | 868 | -4.3% | 0.00% | – |
Q3 2020 | $11,000 | -15.4% | 907 | -29.7% | 0.00% | – |
Q2 2020 | $13,000 | 0.0% | 1,290 | -11.0% | 0.00% | – |
Q1 2020 | $13,000 | -89.7% | 1,450 | -79.3% | 0.00% | -100.0% |
Q4 2019 | $126,000 | -29.6% | 7,000 | -33.7% | 0.00% | -40.0% |
Q3 2019 | $179,000 | +442.4% | 10,551 | +559.0% | 0.01% | +400.0% |
Q2 2019 | $33,000 | +6.5% | 1,601 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $31,000 | +29.2% | 1,601 | +11.9% | 0.00% | 0.0% |
Q4 2018 | $24,000 | -38.5% | 1,431 | -17.3% | 0.00% | 0.0% |
Q3 2018 | $39,000 | -22.0% | 1,731 | -8.5% | 0.00% | -50.0% |
Q2 2018 | $50,000 | -24.2% | 1,891 | -9.1% | 0.00% | 0.0% |
Q1 2018 | $66,000 | -13.2% | 2,081 | 0.0% | 0.00% | -33.3% |
Q4 2017 | $76,000 | +4.1% | 2,081 | 0.0% | 0.00% | 0.0% |
Q3 2017 | $73,000 | -1.4% | 2,081 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $74,000 | +15.6% | 2,081 | 0.0% | 0.00% | 0.0% |
Q1 2017 | $64,000 | 0.0% | 2,081 | -1.8% | 0.00% | 0.0% |
Q4 2016 | $64,000 | -1.5% | 2,119 | +1.8% | 0.00% | 0.0% |
Q3 2016 | $65,000 | +22.6% | 2,081 | 0.0% | 0.00% | +50.0% |
Q2 2016 | $53,000 | -17.2% | 2,081 | 0.0% | 0.00% | -33.3% |
Q1 2016 | $64,000 | -8.6% | 2,081 | 0.0% | 0.00% | 0.0% |
Q4 2015 | $70,000 | -7.9% | 2,081 | -15.2% | 0.00% | -25.0% |
Q3 2015 | $76,000 | -25.5% | 2,455 | -9.3% | 0.00% | -20.0% |
Q2 2015 | $102,000 | -4.7% | 2,708 | 0.0% | 0.01% | 0.0% |
Q1 2015 | $107,000 | +25.9% | 2,708 | +25.3% | 0.01% | +25.0% |
Q4 2014 | $85,000 | 0.0% | 2,161 | 0.0% | 0.00% | 0.0% |
Q3 2014 | $85,000 | +4.9% | 2,161 | 0.0% | 0.00% | 0.0% |
Q2 2014 | $81,000 | +1.2% | 2,161 | 0.0% | 0.00% | 0.0% |
Q1 2014 | $80,000 | +1.3% | 2,161 | 0.0% | 0.00% | 0.0% |
Q4 2013 | $79,000 | +14.5% | 2,161 | 0.0% | 0.00% | 0.0% |
Q3 2013 | $69,000 | 0.0% | 2,161 | 0.0% | 0.00% | 0.0% |
Q2 2013 | $69,000 | – | 2,161 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TRIAN FUND MANAGEMENT, L.P. | 36,741,539 | $955,280,000 | 11.30% |
Applied Fundamental Research, LLC | 486,167 | $12,261,000 | 10.34% |
Insight Folios Inc | 327,542 | $8,261,000 | 5.66% |
CONTINENTAL ADVISORS LLC | 378,917 | $9,556,000 | 4.43% |
Mount Lucas Management LP | 587,926 | $14,827,000 | 4.36% |
VALUEWORKS LLC | 260,723 | $6,575,000 | 3.72% |
Kiltearn Partners LLP | 3,857,977 | $97,298,000 | 3.72% |
Olstein Capital Management, L.P. | 634,584 | $16,004,000 | 2.24% |
Wealth Enhancement & Preservation of GA, LLC | 109,117 | $2,827,000 | 2.18% |
AMJ Financial Wealth Management | 175,629 | $4,429,000 | 2.14% |