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 | ||||
|---|---|---|---|---|---|---|
| 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. | 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% |