INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 476 filers reported holding INVESCO LTD in Q1 2014. The put-call ratio across all filers is 0.25 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,112,665 | -29.9% | 74,376 | -22.3% | 0.01% | -27.3% |
Q1 2024 | $1,588,326 | -36.7% | 95,740 | -31.9% | 0.01% | -42.1% |
Q4 2023 | $2,509,410 | +123.7% | 140,662 | +82.0% | 0.02% | +90.0% |
Q3 2023 | $1,122,019 | -16.9% | 77,274 | -3.8% | 0.01% | -9.1% |
Q2 2023 | $1,349,809 | -21.0% | 80,298 | -22.9% | 0.01% | -21.4% |
Q1 2023 | $1,707,830 | -56.9% | 104,136 | -52.7% | 0.01% | -60.0% |
Q4 2022 | $3,959,851 | +57.8% | 220,114 | +20.1% | 0.04% | +52.2% |
Q3 2022 | $2,510,000 | -20.1% | 183,257 | -5.9% | 0.02% | -8.0% |
Q2 2022 | $3,142,000 | -51.7% | 194,772 | -31.0% | 0.02% | -35.9% |
Q1 2022 | $6,510,000 | +25.8% | 282,319 | +25.6% | 0.04% | +44.4% |
Q4 2021 | $5,175,000 | +20.5% | 224,795 | +26.2% | 0.03% | +3.8% |
Q3 2021 | $4,295,000 | -9.8% | 178,103 | +0.0% | 0.03% | -7.1% |
Q2 2021 | $4,760,000 | +6.2% | 178,082 | +0.2% | 0.03% | -3.4% |
Q1 2021 | $4,482,000 | +134.2% | 177,723 | +61.9% | 0.03% | +141.7% |
Q4 2020 | $1,914,000 | +3.5% | 109,799 | -32.3% | 0.01% | -7.7% |
Q3 2020 | $1,850,000 | -27.3% | 162,122 | -31.4% | 0.01% | -35.0% |
Q2 2020 | $2,544,000 | +24.2% | 236,416 | +4.8% | 0.02% | -4.8% |
Q1 2020 | $2,048,000 | -55.8% | 225,620 | -12.4% | 0.02% | -40.0% |
Q4 2019 | $4,631,000 | -7.3% | 257,512 | -12.7% | 0.04% | -12.5% |
Q3 2019 | $4,997,000 | -15.3% | 294,978 | +2.3% | 0.04% | -16.7% |
Q2 2019 | $5,899,000 | +5.2% | 288,340 | -0.7% | 0.05% | +4.3% |
Q1 2019 | $5,609,000 | +12.9% | 290,494 | -2.1% | 0.05% | +9.5% |
Q4 2018 | $4,966,000 | -7.1% | 296,627 | +27.0% | 0.04% | +20.0% |
Q3 2018 | $5,344,000 | -32.3% | 233,514 | -21.4% | 0.04% | -34.0% |
Q2 2018 | $7,894,000 | -84.0% | 297,245 | -80.8% | 0.05% | -56.2% |
Q1 2018 | $49,448,000 | -14.3% | 1,544,737 | -2.2% | 0.12% | -11.7% |
Q4 2017 | $57,732,000 | +0.0% | 1,579,950 | -4.1% | 0.14% | +0.7% |
Q3 2017 | $57,708,000 | +10.8% | 1,646,897 | +11.2% | 0.14% | -1.4% |
Q2 2017 | $52,102,000 | +1.9% | 1,480,640 | -11.3% | 0.14% | -0.7% |
Q1 2017 | $51,134,000 | +30.7% | 1,669,397 | +29.5% | 0.14% | +24.1% |
Q4 2016 | $39,113,000 | +16.2% | 1,289,126 | +19.8% | 0.11% | +6.7% |
Q3 2016 | $33,650,000 | +44.8% | 1,076,095 | +18.3% | 0.10% | +43.8% |
Q2 2016 | $23,236,000 | -5.9% | 909,781 | +13.4% | 0.07% | -6.4% |
Q1 2016 | $24,685,000 | -23.8% | 802,247 | -17.1% | 0.08% | -17.0% |
Q4 2015 | $32,404,000 | +29.4% | 967,868 | +20.7% | 0.09% | +22.1% |
Q3 2015 | $25,036,000 | -17.6% | 801,666 | -1.1% | 0.08% | +2.7% |
Q2 2015 | $30,381,000 | +2.2% | 810,407 | +8.2% | 0.08% | +7.1% |
Q1 2015 | $29,740,000 | +22.2% | 749,311 | +21.7% | 0.07% | +14.8% |
Q4 2014 | $24,329,000 | -16.6% | 615,617 | -16.7% | 0.06% | -12.9% |
Q3 2014 | $29,163,000 | +10.5% | 738,681 | +5.7% | 0.07% | +4.5% |
Q2 2014 | $26,391,000 | -2.1% | 699,104 | -4.1% | 0.07% | -13.0% |
Q1 2014 | $26,968,000 | +19.0% | 728,880 | +17.1% | 0.08% | +11.6% |
Q4 2013 | $22,654,000 | +72.7% | 622,373 | +51.3% | 0.07% | +46.8% |
Q3 2013 | $13,119,000 | -18.2% | 411,263 | -18.4% | 0.05% | -29.9% |
Q2 2013 | $16,033,000 | – | 504,198 | – | 0.07% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TRIAN FUND MANAGEMENT, L.P. | 36,739,343 | $419,196,000 | 6.93% |
Greenwich Investment Management, Inc. | 312,079 | $3,561,000 | 3.94% |
Insight Folios Inc | 351,205 | $4,007,000 | 3.71% |
CONTINENTAL ADVISORS LLC | 456,727 | $5,211,000 | 2.76% |
VALUEWORKS LLC | 260,921 | $2,977,000 | 2.51% |
Kiltearn Partners LLP | 3,545,977 | $40,460,000 | 2.46% |
CAZ INVESTMENTS LP | 162,700 | $1,856,000 | 2.41% |
AMERICAN FINANCIAL GROUP INC | 1,490,000 | $17,000,000 | 2.34% |
Olstein Capital Management, L.P. | 1,063,000 | $12,129,000 | 2.20% |
Palouse Capital Management, Inc. | 312,031 | $3,560,000 | 1.99% |