INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 528 filers reported holding INVESCO LTD in Q1 2021. The put-call ratio across all filers is 0.53 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 | $302,030 | -56.8% | 20,801 | -50.0% | 0.00% | 0.0% |
| Q2 2023 | $699,330 | -94.6% | 41,602 | -36.1% | 0.00% | -92.9% |
| Q1 2023 | $12,835,258 | +900.3% | 65,096 | -8.7% | 0.01% | +250.0% |
| Q4 2022 | $1,283,137 | +11.4% | 71,325 | -15.2% | 0.00% | +33.3% |
| Q3 2022 | $1,152,000 | -14.7% | 84,138 | +0.5% | 0.00% | -25.0% |
| Q2 2022 | $1,351,000 | +64.0% | 83,743 | +134.3% | 0.00% | +100.0% |
| Q1 2022 | $824,000 | +74.2% | 35,748 | +73.7% | 0.00% | +100.0% |
| Q4 2021 | $473,000 | -47.8% | 20,575 | -45.2% | 0.00% | -50.0% |
| Q3 2021 | $906,000 | -32.9% | 37,574 | -25.6% | 0.00% | -33.3% |
| Q2 2021 | $1,350,000 | +7.1% | 50,516 | +1.1% | 0.00% | 0.0% |
| Q1 2021 | $1,260,000 | +86.4% | 49,959 | +28.9% | 0.00% | +50.0% |
| Q4 2020 | $676,000 | +106.7% | 38,752 | +35.0% | 0.00% | +100.0% |
| Q3 2020 | $327,000 | -86.7% | 28,714 | -87.4% | 0.00% | -91.7% |
| Q2 2020 | $2,461,000 | +20.2% | 228,714 | +1.5% | 0.01% | +33.3% |
| Q1 2020 | $2,047,000 | +152.7% | 225,362 | +400.8% | 0.01% | +200.0% |
| Q4 2019 | $810,000 | +2.1% | 44,998 | -3.9% | 0.00% | 0.0% |
| Q3 2019 | $793,000 | -49.9% | 46,826 | -39.5% | 0.00% | -50.0% |
| Q2 2019 | $1,584,000 | +34.0% | 77,405 | +26.5% | 0.01% | +20.0% |
| Q1 2019 | $1,182,000 | +13.2% | 61,200 | -1.9% | 0.01% | 0.0% |
| Q4 2018 | $1,044,000 | +44.2% | 62,364 | +97.2% | 0.01% | +66.7% |
| Q3 2018 | $724,000 | -16.4% | 31,623 | -2.9% | 0.00% | -25.0% |
| Q2 2018 | $866,000 | -17.4% | 32,576 | -0.5% | 0.00% | -20.0% |
| Q1 2018 | $1,048,000 | -2.4% | 32,756 | +11.3% | 0.01% | 0.0% |
| Q4 2017 | $1,074,000 | -3.7% | 29,424 | -7.5% | 0.01% | 0.0% |
| Q3 2017 | $1,115,000 | +18.7% | 31,818 | +19.2% | 0.01% | -16.7% |
| Q2 2017 | $939,000 | +15.8% | 26,687 | +30.1% | 0.01% | 0.0% |
| Q4 2014 | $811,000 | -2.6% | 20,515 | -2.8% | 0.01% | -14.3% |
| Q3 2014 | $833,000 | – | 21,115 | – | 0.01% | – |
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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% |