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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $332,493 | +250.9% | 22,899 | +306.2% | 0.01% | +350.0% |
| Q2 2023 | $94,758 | -7.9% | 5,637 | -10.1% | 0.00% | 0.0% |
| Q1 2023 | $102,877 | -4.1% | 6,273 | +5.2% | 0.00% | -50.0% |
| Q4 2022 | $107,256 | +10.6% | 5,962 | -13.5% | 0.00% | +100.0% |
| Q3 2022 | $97,000 | -21.8% | 6,894 | -10.4% | 0.00% | 0.0% |
| Q2 2022 | $124,000 | -28.3% | 7,691 | +2.7% | 0.00% | 0.0% |
| Q1 2022 | $173,000 | +13.8% | 7,492 | +13.1% | 0.00% | +100.0% |
| Q4 2021 | $152,000 | +40.7% | 6,624 | +48.4% | 0.00% | 0.0% |
| Q3 2021 | $108,000 | +100.0% | 4,465 | +119.7% | 0.00% | – |
| Q2 2021 | $54,000 | – | 2,032 | – | 0.00% | – |
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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% |