INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 555 filers reported holding INVESCO LTD in Q4 2014. The put-call ratio across all filers is 0.42 and the average weighting 0.3%.
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 2022 | $158,000 | -21.8% | 11,498 | +52.0% | 0.01% | -16.7% |
| Q2 2021 | $202,000 | -12.9% | 7,566 | -70.3% | 0.01% | -66.7% |
| Q1 2020 | $232,000 | -18.3% | 25,512 | +105.4% | 0.02% | -18.2% |
| Q3 2018 | $284,000 | -13.9% | 12,422 | -0.0% | 0.02% | -21.4% |
| Q2 2018 | $330,000 | -18.1% | 12,424 | -1.2% | 0.03% | -17.6% |
| Q1 2018 | $403,000 | -21.0% | 12,575 | -9.8% | 0.03% | -19.0% |
| Q4 2017 | $510,000 | +3.9% | 13,948 | -0.4% | 0.04% | -2.3% |
| Q3 2017 | $491,000 | -6.8% | 14,003 | -6.5% | 0.04% | -10.4% |
| Q2 2017 | $527,000 | +11.7% | 14,969 | -2.9% | 0.05% | +9.1% |
| Q1 2017 | $472,000 | +5.4% | 15,409 | +4.3% | 0.04% | 0.0% |
| Q4 2016 | $448,000 | -1.1% | 14,768 | +1.9% | 0.04% | -6.4% |
| Q3 2016 | $453,000 | +22.4% | 14,491 | 0.0% | 0.05% | +30.6% |
| Q2 2016 | $370,000 | -17.8% | 14,491 | -0.9% | 0.04% | -28.0% |
| Q1 2016 | $450,000 | +32.7% | 14,627 | +44.5% | 0.05% | +38.9% |
| Q4 2015 | $339,000 | +11.9% | 10,119 | +4.4% | 0.04% | +24.1% |
| Q3 2015 | $303,000 | -18.8% | 9,689 | -2.7% | 0.03% | -12.1% |
| Q2 2015 | $373,000 | -5.6% | 9,959 | 0.0% | 0.03% | -5.7% |
| Q1 2015 | $395,000 | -99.9% | 9,959 | -1.1% | 0.04% | +2.9% |
| Q4 2014 | $398,124,000 | +99931.2% | 10,074 | 0.0% | 0.03% | -8.1% |
| Q3 2014 | $398,000 | +8.7% | 10,074 | +4.0% | 0.04% | +8.8% |
| Q2 2014 | $366,000 | +4.6% | 9,687 | +2.5% | 0.03% | 0.0% |
| Q1 2014 | $350,000 | -2.0% | 9,452 | -3.6% | 0.03% | 0.0% |
| Q4 2013 | $357,000 | +14.1% | 9,802 | 0.0% | 0.03% | 0.0% |
| Q3 2013 | $313,000 | -13.8% | 9,802 | -14.2% | 0.03% | -20.9% |
| Q2 2013 | $363,000 | – | 11,420 | – | 0.04% | – |
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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% |