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 | $24,878,031 | -14.8% | 1,713,363 | -1.4% | 0.49% | -10.5% |
| Q2 2023 | $29,196,247 | +2.1% | 1,736,838 | -0.4% | 0.54% | +1.7% |
| Q1 2023 | $28,600,173 | -9.4% | 1,743,913 | -0.6% | 0.54% | -5.8% |
| Q4 2022 | $31,551,546 | +26.6% | 1,753,838 | -3.6% | 0.57% | +15.0% |
| Q3 2022 | $24,920,000 | -16.5% | 1,819,013 | -1.7% | 0.49% | -6.4% |
| Q2 2022 | $29,836,000 | -32.6% | 1,849,713 | -3.6% | 0.53% | -20.0% |
| Q1 2022 | $44,254,000 | -2.6% | 1,919,063 | -2.8% | 0.66% | +1.4% |
| Q4 2021 | $45,442,000 | -7.7% | 1,974,043 | -3.3% | 0.65% | -8.7% |
| Q3 2021 | $49,232,000 | -20.6% | 2,041,968 | -12.0% | 0.71% | -13.8% |
| Q2 2021 | $62,016,000 | -18.9% | 2,320,075 | -23.4% | 0.83% | -20.7% |
| Q1 2021 | $76,427,000 | +23.3% | 3,030,424 | -14.8% | 1.04% | +22.9% |
| Q4 2020 | $62,006,000 | +28.3% | 3,557,424 | -16.0% | 0.85% | +12.9% |
| Q3 2020 | $48,330,000 | -4.8% | 4,235,799 | -10.2% | 0.75% | +0.3% |
| Q2 2020 | $50,747,000 | +338.0% | 4,716,259 | +269.6% | 0.75% | +276.9% |
| Q1 2020 | $11,587,000 | -49.5% | 1,276,134 | -0.1% | 0.20% | -13.1% |
| Q4 2019 | $22,959,000 | +4.9% | 1,276,909 | -1.2% | 0.23% | +2.2% |
| Q3 2019 | $21,889,000 | +4.9% | 1,292,159 | +26.8% | 0.22% | +6.7% |
| Q2 2019 | $20,857,000 | +2.5% | 1,019,419 | -3.2% | 0.21% | +3.4% |
| Q1 2019 | $20,341,000 | +14.7% | 1,053,394 | -0.6% | 0.20% | +3.0% |
| Q4 2018 | $17,738,000 | -23.5% | 1,059,594 | +4.5% | 0.20% | -8.8% |
| Q3 2018 | $23,199,000 | -8.4% | 1,013,945 | +6.3% | 0.22% | -6.9% |
| Q2 2018 | $25,336,000 | – | 953,900 | – | 0.23% | – |
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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% |