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 | $698,412 | -13.6% | 48,100 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $808,561 | -31.6% | 48,100 | -33.3% | 0.00% | -50.0% |
| Q1 2023 | $1,182,440 | -64.2% | 72,100 | -70.1% | 0.00% | -66.7% |
| Q3 2022 | $3,300,000 | -11.0% | 240,800 | +4.7% | 0.01% | 0.0% |
| Q2 2022 | $3,708,000 | +737.0% | 229,900 | +1094.5% | 0.01% | +500.0% |
| Q1 2022 | $443,000 | -98.1% | 19,246 | -98.1% | 0.00% | -96.0% |
| Q4 2021 | $23,942,000 | -19.6% | 1,040,070 | -15.8% | 0.02% | -26.5% |
| Q3 2021 | $29,776,000 | -25.7% | 1,235,000 | -17.7% | 0.03% | -29.2% |
| Q2 2021 | $40,095,000 | -13.1% | 1,500,000 | -18.0% | 0.05% | -20.0% |
| Q1 2021 | $46,125,000 | +366.0% | 1,828,900 | +222.1% | 0.06% | +300.0% |
| Q4 2020 | $9,898,000 | – | 567,878 | +5678680.0% | 0.02% | – |
| Q3 2020 | $0 | -100.0% | 10 | -100.0% | 0.00% | -100.0% |
| Q2 2020 | $1,745,000 | -5.5% | 162,200 | -20.2% | 0.00% | -20.0% |
| Q1 2020 | $1,846,000 | +139.4% | 203,215 | +373.7% | 0.01% | +150.0% |
| Q4 2019 | $771,000 | -26.9% | 42,900 | -31.1% | 0.00% | 0.0% |
| Q3 2019 | $1,055,000 | -91.6% | 62,250 | -89.9% | 0.00% | -92.0% |
| Q2 2019 | $12,590,000 | +15.7% | 615,349 | +9.2% | 0.02% | +19.0% |
| Q1 2019 | $10,883,000 | -3.8% | 563,614 | -16.6% | 0.02% | -16.0% |
| Q4 2018 | $11,312,000 | +355.8% | 675,787 | +522.9% | 0.02% | +400.0% |
| Q3 2018 | $2,482,000 | -84.4% | 108,487 | -81.9% | 0.01% | -83.9% |
| Q2 2018 | $15,936,000 | -27.6% | 600,009 | -12.7% | 0.03% | -16.2% |
| Q1 2018 | $22,008,000 | -8.1% | 687,536 | +4.9% | 0.04% | -17.8% |
| Q4 2017 | $23,957,000 | -10.9% | 655,636 | -14.5% | 0.04% | -18.2% |
| Q3 2017 | $26,880,000 | -0.3% | 767,136 | +0.1% | 0.06% | -11.3% |
| Q2 2017 | $26,967,000 | +29.5% | 766,336 | +12.7% | 0.06% | +14.8% |
| Q1 2017 | $20,826,000 | +177.1% | 679,936 | +174.5% | 0.05% | +100.0% |
| Q4 2016 | $7,515,000 | -29.6% | 247,684 | -27.4% | 0.03% | -30.8% |
| Q3 2016 | $10,673,000 | -32.4% | 341,309 | -44.8% | 0.04% | -39.1% |
| Q2 2016 | $15,794,000 | -21.3% | 618,409 | -5.2% | 0.06% | -22.9% |
| Q1 2016 | $20,076,000 | -2.8% | 652,457 | +5.8% | 0.08% | -13.5% |
| Q4 2015 | $20,652,000 | +12.0% | 616,857 | +4.5% | 0.10% | +26.3% |
| Q3 2015 | $18,434,000 | -44.1% | 590,257 | -32.8% | 0.08% | -29.6% |
| Q2 2015 | $32,954,000 | +62.3% | 879,003 | +71.9% | 0.11% | +44.0% |
| Q1 2015 | $20,300,000 | -31.9% | 511,463 | -32.2% | 0.08% | -21.9% |
| Q4 2014 | $29,815,000 | -12.0% | 754,422 | -12.1% | 0.10% | -19.3% |
| Q3 2014 | $33,890,000 | +8.0% | 858,421 | +3.3% | 0.12% | +9.2% |
| Q2 2014 | $31,368,000 | +18.6% | 830,953 | +16.2% | 0.11% | +3.8% |
| Q1 2014 | $26,448,000 | +13.8% | 714,805 | +12.0% | 0.10% | +11.7% |
| Q4 2013 | $23,235,000 | +4.1% | 638,334 | -8.8% | 0.09% | -6.0% |
| Q3 2013 | $22,325,000 | +269.7% | 699,849 | +268.6% | 0.10% | +233.3% |
| Q2 2013 | $6,039,000 | +151.9% | 189,890 | +129.4% | 0.03% | +150.0% |
| Q1 2013 | $2,397,000 | – | 82,775 | – | 0.01% | – |
Download | ||||||
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% |