INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 554 filers reported holding INVESCO LTD in Q2 2021. The put-call ratio across all filers is 0.83 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $17,438,020 | +14.7% | 1,037,360 | +11.9% | 0.03% | +6.2% |
| Q1 2023 | $15,200,653 | +141.5% | 926,869 | +238.9% | 0.03% | +166.7% |
| Q4 2021 | $6,295,000 | -40.0% | 273,454 | -37.1% | 0.01% | -72.7% |
| Q3 2021 | $10,487,000 | -15.8% | 435,003 | -6.6% | 0.04% | -21.4% |
| Q2 2021 | $12,456,000 | +256.2% | 465,966 | +236.0% | 0.06% | +250.0% |
| Q1 2021 | $3,497,000 | +44.8% | 138,661 | +0.1% | 0.02% | +23.1% |
| Q4 2020 | $2,415,000 | -29.9% | 138,577 | -56.7% | 0.01% | -45.8% |
| Q2 2020 | $3,446,000 | -57.1% | 320,282 | -63.8% | 0.02% | -70.0% |
| Q1 2020 | $8,033,000 | +60.5% | 884,712 | +217.8% | 0.08% | +135.3% |
| Q4 2019 | $5,005,000 | +200.6% | 278,375 | +183.2% | 0.03% | +161.5% |
| Q3 2019 | $1,665,000 | +8.6% | 98,308 | +31.2% | 0.01% | 0.0% |
| Q2 2019 | $1,533,000 | +93.6% | 74,950 | +82.9% | 0.01% | +225.0% |
| Q1 2019 | $792,000 | -81.3% | 40,972 | -77.9% | 0.00% | -77.8% |
| Q3 2018 | $4,246,000 | +106.5% | 185,604 | +182.3% | 0.02% | +20.0% |
| Q3 2016 | $2,056,000 | -74.8% | 65,745 | -79.4% | 0.02% | -78.3% |
| Q2 2016 | $8,170,000 | +31.5% | 319,903 | +58.4% | 0.07% | +15.0% |
| Q1 2016 | $6,214,000 | -20.7% | 201,974 | -13.7% | 0.06% | -18.9% |
| Q4 2015 | $7,840,000 | +38.3% | 234,157 | +29.0% | 0.07% | +5.7% |
| Q3 2015 | $5,667,000 | -69.7% | 181,460 | -63.6% | 0.07% | -71.3% |
| Q2 2015 | $18,704,000 | +313.1% | 498,921 | +337.3% | 0.24% | +313.6% |
| Q1 2015 | $4,528,000 | -70.5% | 114,094 | -70.7% | 0.06% | -70.9% |
| Q4 2014 | $15,371,000 | +328.8% | 388,954 | +328.3% | 0.20% | +290.4% |
| Q3 2014 | $3,585,000 | – | 90,805 | – | 0.05% | – |
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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% |