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 | $10 | -9.1% | 689 | +9.4% | 0.00% | – |
| Q2 2023 | $11 | – | 630 | +2420.0% | 0.00% | – |
| Q1 2023 | $0 | – | 25 | 0.0% | 0.00% | – |
| Q4 2022 | $0 | – | 25 | 0.0% | 0.00% | – |
| Q3 2022 | $0 | – | 25 | 0.0% | 0.00% | – |
| Q2 2022 | $0 | -100.0% | 25 | +4.2% | 0.00% | – |
| Q1 2022 | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – |
| Q4 2021 | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – |
| Q3 2021 | $1,000 | -99.9% | 24 | -99.9% | 0.00% | -100.0% |
| Q2 2021 | $796,000 | -95.0% | 29,797 | -96.9% | 0.00% | -97.1% |
| Q4 2018 | $15,846,000 | +15.7% | 946,576 | +58.2% | 0.10% | 0.0% |
| Q3 2018 | $13,694,000 | +6.6% | 598,500 | +23.7% | 0.10% | +1.0% |
| Q2 2018 | $12,852,000 | -3.4% | 483,900 | +16.4% | 0.10% | -34.0% |
| Q1 2018 | $13,307,000 | -32.7% | 415,700 | -46.3% | 0.15% | -32.0% |
| Q2 2016 | $19,776,000 | -51.3% | 774,300 | -41.4% | 0.22% | -56.6% |
| Q1 2016 | $40,629,000 | -18.6% | 1,320,400 | -11.4% | 0.52% | -18.7% |
| Q4 2015 | $49,885,000 | -15.9% | 1,490,000 | -21.6% | 0.64% | -17.4% |
| Q3 2015 | $59,325,000 | +5.4% | 1,899,600 | +26.5% | 0.77% | +24.0% |
| Q2 2015 | $56,276,000 | +423.8% | 1,501,100 | +454.5% | 0.62% | +450.4% |
| Q1 2015 | $10,744,000 | – | 270,700 | – | 0.11% | – |
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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% |