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 | $390,079 | -12.8% | 26,536 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $447,132 | -10.7% | 26,536 | -14.3% | 0.00% | 0.0% |
| Q1 2023 | $500,981 | -5.9% | 30,963 | +4.6% | 0.00% | 0.0% |
| Q4 2022 | $532,110 | +45.0% | 29,611 | +12.8% | 0.00% | 0.0% |
| Q3 2022 | $367,000 | +2.5% | 26,244 | +15.2% | 0.00% | 0.0% |
| Q2 2022 | $358,000 | -26.3% | 22,777 | +11.1% | 0.00% | 0.0% |
| Q1 2022 | $486,000 | +7.8% | 20,509 | +5.5% | 0.00% | 0.0% |
| Q4 2021 | $451,000 | -5.8% | 19,443 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $479,000 | -7.9% | 19,443 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $520,000 | +5.7% | 19,443 | +0.4% | 0.00% | 0.0% |
| Q1 2021 | $492,000 | +56.2% | 19,359 | +7.2% | 0.00% | 0.0% |
| Q4 2020 | $315,000 | +51.4% | 18,064 | 0.0% | 0.00% | – |
| Q3 2020 | $208,000 | -48.3% | 18,064 | -52.7% | 0.00% | – |
| Q2 2020 | $402,000 | +128.4% | 38,174 | +100.0% | 0.00% | – |
| Q1 2020 | $176,000 | -49.0% | 19,087 | 0.0% | 0.00% | -100.0% |
| Q4 2019 | $345,000 | +6.2% | 19,087 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $325,000 | -24.9% | 19,087 | -9.7% | 0.00% | 0.0% |
| Q2 2019 | $433,000 | -7.7% | 21,131 | -12.9% | 0.00% | 0.0% |
| Q1 2019 | $469,000 | -60.8% | 24,261 | -66.1% | 0.00% | 0.0% |
| Q4 2018 | $1,197,000 | +9.8% | 71,496 | +50.0% | 0.00% | 0.0% |
| Q3 2018 | $1,090,000 | +72.2% | 47,664 | +100.0% | 0.00% | -50.0% |
| Q2 2018 | $633,000 | -17.0% | 23,832 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $763,000 | -12.4% | 23,832 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $871,000 | -8.0% | 23,832 | -11.8% | 0.00% | 0.0% |
| Q3 2017 | $947,000 | +5.5% | 27,015 | +5.9% | 0.00% | 0.0% |
| Q2 2017 | $898,000 | +14.8% | 25,516 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $782,000 | -50.4% | 25,516 | -50.9% | 0.00% | -50.0% |
| Q4 2016 | $1,578,000 | -18.0% | 52,013 | -15.5% | 0.00% | -20.0% |
| Q3 2016 | $1,924,000 | +77.2% | 61,531 | +44.8% | 0.01% | +150.0% |
| Q2 2016 | $1,086,000 | +66.1% | 42,508 | +100.0% | 0.00% | 0.0% |
| Q1 2016 | $654,000 | +1.9% | 21,254 | +10.9% | 0.00% | 0.0% |
| Q4 2015 | $642,000 | +8.8% | 19,170 | +1.5% | 0.00% | 0.0% |
| Q3 2015 | $590,000 | -4.7% | 18,894 | +14.4% | 0.00% | 0.0% |
| Q2 2015 | $619,000 | -5.6% | 16,521 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $656,000 | -76.2% | 16,521 | -76.3% | 0.00% | -80.0% |
| Q4 2014 | $2,759,000 | -5.5% | 69,808 | -5.6% | 0.01% | -16.7% |
| Q3 2014 | $2,920,000 | +25.2% | 73,952 | +19.7% | 0.01% | +20.0% |
| Q2 2014 | $2,332,000 | +2.0% | 61,771 | 0.0% | 0.01% | -9.1% |
| Q1 2014 | $2,286,000 | +38.6% | 61,771 | +36.4% | 0.01% | +37.5% |
| Q4 2013 | $1,649,000 | +17.7% | 45,300 | +3.1% | 0.01% | 0.0% |
| Q3 2013 | $1,401,000 | +0.3% | 43,919 | 0.0% | 0.01% | -11.1% |
| Q2 2013 | $1,397,000 | – | 43,919 | – | 0.01% | – |
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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% |