INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 451 filers reported holding INVESCO LTD in Q3 2020. The put-call ratio across all filers is 1.00 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 | $8,506,106 | -30.9% | 585,820 | -20.0% | 0.01% | -26.7% |
| Q2 2023 | $12,313,207 | +84.3% | 732,493 | +79.8% | 0.02% | +66.7% |
| Q1 2023 | $6,680,802 | -37.8% | 407,366 | -31.7% | 0.01% | -43.8% |
| Q4 2022 | $10,732,816 | -99.8% | 596,599 | +22.7% | 0.02% | +45.5% |
| Q3 2022 | $6,663,036,000 | +100.7% | 486,353 | +136.3% | 0.01% | +120.0% |
| Q2 2022 | $3,319,425,000 | -77.5% | 205,792 | -40.0% | 0.01% | -75.0% |
| Q1 2022 | $14,755,218,000 | -59.1% | 342,862 | -74.0% | 0.02% | -60.8% |
| Q4 2021 | $36,034,587,000 | +50.3% | 1,320,830 | +32.8% | 0.05% | +50.0% |
| Q3 2021 | $23,976,069,000 | -10.0% | 994,445 | -0.2% | 0.03% | -2.9% |
| Q2 2021 | $26,635,670,000 | -2.3% | 996,471 | +16.3% | 0.04% | -12.5% |
| Q1 2021 | $27,249,857,000 | +144.2% | 856,746 | +33.8% | 0.04% | +90.5% |
| Q4 2020 | $11,158,791,000 | +23.9% | 640,206 | -18.9% | 0.02% | +61.5% |
| Q3 2020 | $9,007,248,000 | +62.4% | 789,417 | +53.1% | 0.01% | +30.0% |
| Q2 2020 | $5,547,178,000 | -5.7% | 515,537 | -20.4% | 0.01% | -16.7% |
| Q1 2020 | $5,881,316,000 | -62.5% | 647,722 | -23.9% | 0.01% | -58.6% |
| Q4 2019 | $15,662,972,000 | +50.0% | 851,333 | +57.1% | 0.03% | +52.6% |
| Q3 2019 | $10,443,222,000 | -9.7% | 541,738 | +10.4% | 0.02% | -17.4% |
| Q2 2019 | $11,571,399,000 | -23.3% | 490,817 | -30.5% | 0.02% | -28.1% |
| Q1 2019 | $15,079,449,000 | +81.2% | 706,169 | +67.2% | 0.03% | +60.0% |
| Q4 2018 | $8,322,927,000 | -9.9% | 422,443 | +4.6% | 0.02% | +42.9% |
| Q3 2018 | $9,240,752,000 | -22.0% | 403,879 | -9.5% | 0.01% | -30.0% |
| Q2 2018 | $11,851,391,000 | -4.6% | 446,212 | +15.0% | 0.02% | -13.0% |
| Q1 2018 | $12,425,386,000 | +55.4% | 388,172 | +77.4% | 0.02% | +53.3% |
| Q4 2017 | $7,993,636,000 | -29.5% | 218,764 | -32.2% | 0.02% | -46.4% |
| Q3 2017 | $11,337,836,000 | +32.8% | 322,637 | +33.5% | 0.03% | +7.7% |
| Q2 2017 | $8,540,222,000 | -33.1% | 241,588 | -42.0% | 0.03% | -23.5% |
| Q1 2017 | $12,769,066,000 | +170.0% | 416,357 | +167.1% | 0.03% | +54.5% |
| Q4 2016 | $4,729,005,000 | +15.5% | 155,867 | +19.0% | 0.02% | +29.4% |
| Q3 2016 | $4,095,244,000 | -30.3% | 130,964 | -43.1% | 0.02% | -37.0% |
| Q2 2016 | $5,878,108,000 | -24.0% | 230,153 | -8.5% | 0.03% | -18.2% |
| Q1 2016 | $7,737,486,000 | -5.6% | 251,462 | +2.7% | 0.03% | +65.0% |
| Q4 2015 | $8,199,318,000 | +13.3% | 244,902 | +5.7% | 0.02% | +11.1% |
| Q3 2015 | $7,236,928,000 | -20.2% | 231,730 | -4.2% | 0.02% | -28.0% |
| Q2 2015 | $9,064,632,000 | +47.2% | 241,788 | +55.9% | 0.02% | +47.1% |
| Q1 2015 | $6,157,348,000 | -35.0% | 155,136 | -35.3% | 0.02% | -50.0% |
| Q4 2014 | $9,472,469,000 | -1.0% | 239,688 | -1.1% | 0.03% | +325.0% |
| Q3 2014 | $9,565,610,000 | +84.5% | 242,290 | +76.4% | 0.01% | +60.0% |
| Q2 2014 | $5,185,491,000 | -32.2% | 137,364 | -36.7% | 0.01% | -16.7% |
| Q1 2014 | $7,642,960,000 | -57.0% | 217,068 | -55.5% | 0.01% | 0.0% |
| Q4 2013 | $17,775,140,000 | +113.3% | 488,328 | +86.9% | 0.01% | 0.0% |
| Q3 2013 | $8,334,230,000 | +220.4% | 261,261 | +219.4% | 0.01% | +200.0% |
| Q2 2013 | $2,601,050,000 | – | 81,794 | – | 0.00% | – |
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% |