INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 550 filers reported holding INVESCO LTD in Q3 2021. The put-call ratio across all filers is 0.84 and the average weighting 0.2%.
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 | $139,518,660 | -13.3% | 9,627,073 | +0.3% | 0.02% | -10.5% |
| Q2 2023 | $161,005,271 | +5.2% | 9,600,851 | +2.7% | 0.02% | -5.0% |
| Q1 2023 | $153,034,522 | +92467.0% | 9,349,841 | +1.6% | 0.02% | -13.0% |
| Q4 2022 | $165,323 | -99.9% | 9,204,556 | +3.6% | 0.02% | +27.8% |
| Q3 2022 | $121,604,000 | +8.8% | 8,885,540 | +28.1% | 0.02% | +12.5% |
| Q2 2022 | $111,719,000 | -28.4% | 6,938,565 | +2.3% | 0.02% | -15.8% |
| Q1 2022 | $156,017,000 | +3.7% | 6,781,365 | +3.5% | 0.02% | +5.6% |
| Q4 2021 | $150,515,000 | -4.5% | 6,554,586 | +0.0% | 0.02% | -14.3% |
| Q3 2021 | $157,592,000 | -16.2% | 6,551,732 | -7.1% | 0.02% | -19.2% |
| Q2 2021 | $187,977,000 | +6.3% | 7,050,497 | +0.3% | 0.03% | -3.7% |
| Q1 2021 | $176,856,000 | +28.4% | 7,029,479 | -11.0% | 0.03% | +17.4% |
| Q4 2020 | $137,708,000 | +50.4% | 7,901,241 | -1.4% | 0.02% | +27.8% |
| Q3 2020 | $91,562,000 | +4.3% | 8,016,981 | -1.5% | 0.02% | -5.3% |
| Q2 2020 | $87,774,000 | +23.1% | 8,139,378 | +4.0% | 0.02% | 0.0% |
| Q1 2020 | $71,292,000 | -74.1% | 7,825,957 | -48.8% | 0.02% | -34.5% |
| Q4 2019 | $275,094,000 | +114.3% | 15,277,478 | +102.1% | 0.03% | -3.3% |
| Q3 2019 | $128,347,000 | -16.9% | 7,560,375 | +0.3% | 0.03% | -18.9% |
| Q2 2019 | $154,533,000 | +15.0% | 7,539,000 | +8.5% | 0.04% | +5.7% |
| Q1 2019 | $134,391,000 | -31.7% | 6,945,341 | -41.0% | 0.04% | +16.7% |
| Q4 2018 | $196,696,000 | +66.7% | 11,769,014 | +127.8% | 0.03% | -9.1% |
| Q3 2018 | $117,994,000 | -10.0% | 5,166,566 | +4.5% | 0.03% | -17.5% |
| Q2 2018 | $131,108,000 | -12.6% | 4,946,231 | +5.3% | 0.04% | -18.4% |
| Q1 2018 | $150,048,000 | -3.8% | 4,698,594 | +9.8% | 0.05% | -7.5% |
| Q4 2017 | $155,969,000 | +8.1% | 4,277,503 | +3.7% | 0.05% | 0.0% |
| Q3 2017 | $144,316,000 | +2.2% | 4,126,594 | +2.6% | 0.05% | -5.4% |
| Q2 2017 | $141,249,000 | +16.0% | 4,020,642 | +1.0% | 0.06% | +12.0% |
| Q1 2017 | $121,728,000 | +9.4% | 3,979,764 | +8.4% | 0.05% | -3.8% |
| Q4 2016 | $111,301,000 | +2.1% | 3,672,933 | +5.2% | 0.05% | -5.5% |
| Q3 2016 | $108,974,000 | +27.0% | 3,490,546 | +3.7% | 0.06% | +17.0% |
| Q2 2016 | $85,830,000 | -17.9% | 3,366,626 | -1.1% | 0.05% | -14.5% |
| Q1 2016 | $104,552,000 | -7.3% | 3,404,695 | +0.8% | 0.06% | -14.1% |
| Q4 2015 | $112,798,000 | +6.0% | 3,376,112 | -1.1% | 0.06% | -1.5% |
| Q3 2015 | $106,425,000 | -16.2% | 3,414,508 | +0.6% | 0.06% | -11.0% |
| Q2 2015 | $127,025,000 | -4.6% | 3,394,892 | +1.1% | 0.07% | -3.9% |
| Q1 2015 | $133,096,000 | +3.4% | 3,358,677 | +3.0% | 0.08% | -1.3% |
| Q4 2014 | $128,658,000 | +3.8% | 3,259,746 | +3.7% | 0.08% | -3.8% |
| Q3 2014 | $123,980,000 | +3.5% | 3,144,368 | -1.0% | 0.08% | +3.9% |
| Q2 2014 | $119,773,000 | -0.1% | 3,174,725 | -2.1% | 0.08% | -3.8% |
| Q1 2014 | $119,944,000 | +0.9% | 3,243,117 | -0.7% | 0.08% | -2.4% |
| Q4 2013 | $118,877,000 | +21.2% | 3,266,786 | +6.2% | 0.08% | +3.8% |
| Q3 2013 | $98,116,000 | +2.5% | 3,076,482 | +2.2% | 0.08% | -6.0% |
| Q2 2013 | $95,711,000 | – | 3,010,395 | – | 0.08% | – |
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% |