INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 521 filers reported holding INVESCO LTD in Q1 2022. The put-call ratio across all filers is 2.02 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 | $44,471,725 | +144.3% | 3,062,791 | +182.8% | 0.02% | +155.6% |
| Q2 2023 | $18,202,708 | +990254.1% | 1,082,850 | +866.4% | 0.01% | +800.0% |
| Q1 2023 | $1,838 | +179.8% | 112,051 | +206.7% | 0.00% | – |
| Q4 2022 | $657 | -100.0% | 36,534 | -98.5% | 0.00% | -100.0% |
| Q2 2022 | $39,758,000 | +267.2% | 2,464,849 | +424.9% | 0.02% | +316.7% |
| Q1 2022 | $10,828,000 | -84.0% | 469,547 | -84.1% | 0.01% | -82.4% |
| Q4 2021 | $67,799,000 | +74.0% | 2,945,207 | +82.3% | 0.03% | +41.7% |
| Q3 2021 | $38,956,000 | -51.3% | 1,615,793 | -46.0% | 0.02% | -51.0% |
| Q2 2021 | $79,997,000 | -23.9% | 2,992,784 | -28.2% | 0.05% | -34.7% |
| Q1 2021 | $105,156,000 | +15.6% | 4,169,551 | -20.1% | 0.08% | +15.4% |
| Q4 2020 | $90,968,000 | +8261.0% | 5,219,034 | +5371.3% | 0.06% | +6400.0% |
| Q3 2020 | $1,088,000 | +206.5% | 95,389 | +189.2% | 0.00% | – |
| Q2 2020 | $355,000 | -96.4% | 32,979 | -96.9% | 0.00% | -100.0% |
| Q1 2020 | $9,813,000 | -50.4% | 1,080,703 | -1.7% | 0.02% | -12.0% |
| Q4 2019 | $19,769,000 | +1018.2% | 1,099,480 | +953.1% | 0.02% | +733.3% |
| Q3 2019 | $1,768,000 | -94.7% | 104,402 | -93.6% | 0.00% | -94.0% |
| Q2 2019 | $33,275,000 | +146.7% | 1,626,350 | +132.8% | 0.05% | +150.0% |
| Q1 2019 | $13,488,000 | +1369.3% | 698,456 | +1173.8% | 0.02% | +1900.0% |
| Q4 2018 | $918,000 | +57.5% | 54,833 | +115.1% | 0.00% | 0.0% |
| Q3 2018 | $583,000 | -76.8% | 25,486 | -73.1% | 0.00% | -66.7% |
| Q2 2018 | $2,516,000 | -86.3% | 94,729 | -83.5% | 0.00% | -87.5% |
| Q1 2018 | $18,337,000 | +221.3% | 572,865 | +266.8% | 0.02% | +200.0% |
| Q4 2017 | $5,708,000 | -47.7% | 156,199 | -49.6% | 0.01% | -57.9% |
| Q2 2017 | $10,907,000 | +189.3% | 309,951 | +151.8% | 0.02% | +171.4% |
| Q1 2017 | $3,770,000 | -64.0% | 123,089 | -64.3% | 0.01% | -68.2% |
| Q4 2016 | $10,471,000 | +26.1% | 345,133 | +6.1% | 0.02% | +15.8% |
| Q2 2016 | $8,304,000 | +477.9% | 325,145 | +596.2% | 0.02% | +375.0% |
| Q1 2016 | $1,437,000 | -95.0% | 46,706 | -94.5% | 0.00% | -93.3% |
| Q4 2015 | $28,539,000 | +983.1% | 852,426 | +910.3% | 0.06% | +1100.0% |
| Q3 2015 | $2,635,000 | -96.7% | 84,373 | -96.0% | 0.01% | -96.6% |
| Q2 2015 | $78,929,000 | -10.3% | 2,105,338 | -5.1% | 0.15% | -9.1% |
| Q1 2015 | $88,032,000 | -24.1% | 2,217,998 | -24.4% | 0.16% | -33.3% |
| Q4 2014 | $115,967,000 | +883.4% | 2,934,378 | +882.5% | 0.25% | +720.0% |
| Q3 2014 | $11,792,000 | -33.8% | 298,674 | -36.7% | 0.03% | -38.8% |
| Q2 2014 | $17,803,000 | -29.5% | 471,616 | -30.9% | 0.05% | -32.9% |
| Q1 2014 | $25,257,000 | +252.3% | 682,620 | +246.5% | 0.07% | +217.4% |
| Q4 2013 | $7,170,000 | -75.1% | 196,984 | -78.2% | 0.02% | -75.3% |
| Q3 2013 | $28,769,000 | -51.0% | 901,845 | -51.1% | 0.09% | -48.3% |
| Q2 2013 | $58,670,000 | – | 1,844,967 | – | 0.18% | – |
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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% |