INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 511 filers reported holding INVESCO LTD in Q3 2019. The put-call ratio across all filers is 0.60 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $327,984 | -16.5% | 19,999 | -8.4% | 0.01% | -16.7% |
| Q4 2022 | $392,866 | +24.3% | 21,838 | -5.5% | 0.01% | 0.0% |
| Q3 2022 | $316,000 | -17.9% | 23,098 | -3.3% | 0.01% | 0.0% |
| Q2 2022 | $385,000 | -32.0% | 23,884 | -2.7% | 0.01% | -25.0% |
| Q1 2022 | $566,000 | +2.4% | 24,555 | +2.2% | 0.01% | +14.3% |
| Q4 2021 | $553,000 | -41.0% | 24,025 | -38.2% | 0.01% | -46.2% |
| Q3 2021 | $937,000 | +36.8% | 38,875 | +51.6% | 0.01% | +30.0% |
| Q2 2021 | $685,000 | +4.1% | 25,638 | -1.7% | 0.01% | 0.0% |
| Q1 2021 | $658,000 | +487.5% | 26,081 | +151.0% | 0.01% | +400.0% |
| Q2 2020 | $112,000 | +1766.7% | 10,392 | +1401.7% | 0.00% | – |
| Q1 2020 | $6,000 | -99.6% | 692 | -99.3% | 0.00% | -100.0% |
| Q4 2019 | $1,668,000 | +25.7% | 92,744 | +18.4% | 0.04% | +20.7% |
| Q3 2019 | $1,327,000 | -19.6% | 78,340 | -2.9% | 0.03% | -19.4% |
| Q2 2019 | $1,650,000 | +2.5% | 80,667 | -3.3% | 0.04% | 0.0% |
| Q1 2019 | $1,610,000 | +41.1% | 83,386 | +22.2% | 0.04% | +28.6% |
| Q4 2018 | $1,141,000 | -43.3% | 68,212 | -22.4% | 0.03% | -37.8% |
| Q3 2018 | $2,011,000 | -18.6% | 87,870 | -5.6% | 0.04% | -25.0% |
| Q2 2018 | $2,472,000 | +34.6% | 93,072 | +62.3% | 0.06% | +30.4% |
| Q1 2018 | $1,836,000 | -15.3% | 57,362 | -7.3% | 0.05% | -20.7% |
| Q4 2017 | $2,168,000 | 0.0% | 61,857 | 0.0% | 0.06% | +3.6% |
| Q3 2017 | $2,168,000 | -2.7% | 61,857 | -2.4% | 0.06% | -9.7% |
| Q2 2017 | $2,229,000 | +11.7% | 63,350 | -2.8% | 0.06% | +8.8% |
| Q1 2017 | $1,996,000 | – | 65,162 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TRIAN FUND MANAGEMENT, L.P. | 33,940,096 | $492,810,194 | 7.50% |
| CONTINENTAL ADVISORS LLC | 329,071 | $4,778,111 | 2.54% |
| Insight Folios Inc | 354,003 | $5,140,118 | 2.51% |
| Palouse Capital Management, Inc. | 172,933 | $2,510,987 | 1.86% |
| Olstein Capital Management, L.P. | 624,000 | $9,060 | 1.55% |
| VALUEWORKS LLC | 249,309 | $3,620 | 1.32% |
| Poehling Capital Management, INC. | 254,271 | $3,692,015 | 1.29% |
| AMERICAN FINANCIAL GROUP INC | 245,000 | $3,557 | 1.22% |
| Gillson Capital LP | 1,078,299 | $15,657 | 1.16% |
| Live Oak Private Wealth LLC | 316,116 | $4,590,002 | 0.98% |