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 | $785 | -16.1% | 54,055 | -2.9% | 0.03% | -13.5% |
| Q2 2023 | $936 | -14.7% | 55,693 | -16.8% | 0.04% | -19.6% |
| Q1 2023 | $1,097 | -11.0% | 66,906 | -2.3% | 0.05% | -14.8% |
| Q4 2022 | $1,232 | -99.9% | 68,488 | -17.2% | 0.05% | +22.7% |
| Q3 2022 | $1,134,000 | -32.5% | 82,742 | -20.6% | 0.04% | -12.0% |
| Q2 2022 | $1,681,000 | -11.7% | 104,197 | +26.3% | 0.05% | +11.1% |
| Q1 2022 | $1,903,000 | -8.7% | 82,512 | -8.9% | 0.04% | +4.7% |
| Q4 2021 | $2,084,000 | +0.3% | 90,537 | +5.1% | 0.04% | -8.5% |
| Q3 2021 | $2,077,000 | +110.6% | 86,158 | +133.5% | 0.05% | +147.4% |
| Q2 2021 | $986,000 | -0.9% | 36,891 | -6.5% | 0.02% | -5.0% |
| Q1 2021 | $995,000 | +63.9% | 39,468 | +13.4% | 0.02% | +53.8% |
| Q4 2020 | $607,000 | -23.4% | 34,799 | -49.9% | 0.01% | -27.8% |
| Q3 2020 | $792,000 | +5.9% | 69,441 | -0.2% | 0.02% | -5.3% |
| Q2 2020 | $748,000 | -72.5% | 69,563 | -76.8% | 0.02% | -75.0% |
| Q1 2020 | $2,722,000 | -46.7% | 299,833 | +5.6% | 0.08% | -30.9% |
| Q4 2019 | $5,105,000 | +118.9% | 283,950 | +106.2% | 0.11% | +107.5% |
| Q3 2019 | $2,332,000 | -18.2% | 137,677 | -1.2% | 0.05% | -15.9% |
| Q2 2019 | $2,852,000 | +2.4% | 139,376 | -3.4% | 0.06% | +3.3% |
| Q1 2019 | $2,786,000 | +460.6% | 144,277 | +385.7% | 0.06% | +408.3% |
| Q4 2018 | $497,000 | -26.9% | 29,702 | 0.0% | 0.01% | -7.7% |
| Q3 2018 | $680,000 | -16.8% | 29,702 | -3.5% | 0.01% | -23.5% |
| Q2 2018 | $817,000 | -13.9% | 30,769 | +3.8% | 0.02% | -10.5% |
| Q1 2018 | $949,000 | -1.2% | 29,653 | +12.8% | 0.02% | 0.0% |
| Q4 2017 | $961,000 | +61.8% | 26,288 | +55.2% | 0.02% | +46.2% |
| Q3 2017 | $594,000 | -42.3% | 16,943 | -42.0% | 0.01% | -40.9% |
| Q2 2017 | $1,029,000 | +15.0% | 29,230 | 0.0% | 0.02% | +10.0% |
| Q1 2017 | $895,000 | -85.8% | 29,230 | -85.9% | 0.02% | -86.5% |
| Q4 2016 | $6,299,000 | -23.0% | 207,624 | -20.7% | 0.15% | -12.9% |
| Q3 2016 | $8,185,000 | +18.3% | 261,740 | -3.3% | 0.17% | +6.2% |
| Q2 2016 | $6,916,000 | +10.8% | 270,777 | +33.5% | 0.16% | +7.4% |
| Q1 2016 | $6,240,000 | +39.9% | 202,803 | +52.2% | 0.15% | +41.9% |
| Q4 2015 | $4,460,000 | +88.4% | 133,221 | +122.2% | 0.10% | +176.3% |
| Q3 2015 | $2,367,000 | +54.9% | 59,948 | +47.1% | 0.04% | +22.6% |
| Q2 2015 | $1,528,000 | -46.5% | 40,748 | -43.4% | 0.03% | -38.0% |
| Q1 2015 | $2,858,000 | -20.5% | 72,000 | -20.9% | 0.05% | -13.8% |
| Q4 2014 | $3,597,000 | +52.0% | 91,028 | +51.8% | 0.06% | +56.8% |
| Q3 2014 | $2,367,000 | -5.8% | 59,948 | -10.0% | 0.04% | -5.1% |
| Q2 2014 | $2,513,000 | -8.3% | 66,572 | -10.1% | 0.04% | -15.2% |
| Q1 2014 | $2,741,000 | -0.6% | 74,087 | -2.2% | 0.05% | -2.1% |
| Q4 2013 | $2,757,000 | -24.1% | 75,751 | -33.5% | 0.05% | -29.9% |
| Q3 2013 | $3,631,000 | +1.3% | 113,826 | +1.0% | 0.07% | -1.5% |
| Q2 2013 | $3,583,000 | – | 112,676 | – | 0.07% | – |
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% |