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 | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $293,000 | -28.7% | 8,019 | -31.6% | 0.08% | -31.8% |
| Q3 2017 | $411,000 | -17.8% | 11,725 | -17.4% | 0.11% | -23.6% |
| Q2 2017 | $500,000 | -18.4% | 14,195 | -29.1% | 0.14% | -20.4% |
| Q1 2017 | $613,000 | -1.3% | 20,020 | -2.2% | 0.18% | -7.2% |
| Q4 2016 | $621,000 | -18.4% | 20,470 | -15.9% | 0.20% | -21.1% |
| Q3 2016 | $761,000 | -50.8% | 24,345 | -59.8% | 0.25% | -56.3% |
| Q2 2016 | $1,546,000 | -23.5% | 60,550 | -7.8% | 0.56% | -24.2% |
| Q1 2016 | $2,021,000 | -17.7% | 65,675 | -10.5% | 0.74% | -14.5% |
| Q4 2015 | $2,457,000 | -6.7% | 73,375 | -13.0% | 0.87% | -10.7% |
| Q3 2015 | $2,633,000 | -25.2% | 84,295 | -10.2% | 0.98% | -19.1% |
| Q2 2015 | $3,520,000 | +26.8% | 93,890 | +34.2% | 1.20% | +24.7% |
| Q1 2015 | $2,777,000 | +17.1% | 69,978 | +16.6% | 0.97% | +12.6% |
| Q4 2014 | $2,372,000 | +7.1% | 60,015 | +7.0% | 0.86% | +2.1% |
| Q3 2014 | $2,215,000 | +12.3% | 56,115 | +7.4% | 0.84% | +17.0% |
| Q2 2014 | $1,972,000 | +5.4% | 52,240 | +3.3% | 0.72% | -0.7% |
| Q1 2014 | $1,871,000 | +6.4% | 50,565 | +4.7% | 0.72% | +3.3% |
| Q4 2013 | $1,759,000 | +38.6% | 48,315 | +21.5% | 0.70% | +25.2% |
| Q3 2013 | $1,269,000 | – | 39,765 | – | 0.56% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TRIAN FUND MANAGEMENT, L.P. | 33,940,096 | $492,810,194 | 7.50% |
| CONTINENTAL ADVISORS LLC | 329,071 | $4,778,111 | 2.54% |
| Insight Folios Inc | 354,003 | $5,140,118 | 2.51% |
| Palouse Capital Management, Inc. | 172,933 | $2,510,987 | 1.86% |
| Olstein Capital Management, L.P. | 624,000 | $9,060 | 1.55% |
| VALUEWORKS LLC | 249,309 | $3,620 | 1.32% |
| Poehling Capital Management, INC. | 254,271 | $3,692,015 | 1.29% |
| AMERICAN FINANCIAL GROUP INC | 245,000 | $3,557 | 1.22% |
| Gillson Capital LP | 1,078,299 | $15,657 | 1.16% |
| Live Oak Private Wealth LLC | 316,116 | $4,590,002 | 0.98% |