INVESCO LTD's ticker is IVZ and the CUSIP is G491BT108. A total of 492 filers reported holding INVESCO LTD in Q4 2023. The put-call ratio across all filers is 1.00 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $405,401 | -9.4% | 27,099 | +0.5% | 0.00% | -20.0% |
Q1 2024 | $447,300 | -7.7% | 26,962 | -0.7% | 0.01% | -16.7% |
Q4 2023 | $484,542 | +24.7% | 27,160 | +1.5% | 0.01% | 0.0% |
Q3 2023 | $388,541 | -13.5% | 26,759 | +0.2% | 0.01% | 0.0% |
Q2 2023 | $448,995 | +13.1% | 26,710 | +10.3% | 0.01% | 0.0% |
Q1 2023 | $397,028 | -8.7% | 24,209 | +0.2% | 0.01% | -25.0% |
Q4 2022 | $434,638 | +31.3% | 24,160 | 0.0% | 0.01% | +33.3% |
Q3 2022 | $331,000 | -15.1% | 24,160 | 0.0% | 0.01% | -14.3% |
Q2 2022 | $390,000 | -30.0% | 24,160 | 0.0% | 0.01% | -22.2% |
Q1 2022 | $557,000 | +0.2% | 24,160 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $556,000 | -4.5% | 24,160 | 0.0% | 0.01% | -10.0% |
Q3 2021 | $582,000 | -10.7% | 24,160 | -1.0% | 0.01% | -9.1% |
Q2 2021 | $652,000 | -3.6% | 24,410 | -9.0% | 0.01% | -21.4% |
Q1 2021 | $676,000 | +18.6% | 26,810 | -18.0% | 0.01% | +7.7% |
Q4 2020 | $570,000 | +1.1% | 32,710 | -33.8% | 0.01% | -13.3% |
Q3 2020 | $564,000 | +145.2% | 49,433 | +129.8% | 0.02% | +114.3% |
Q2 2020 | $230,000 | +56.5% | 21,510 | +33.1% | 0.01% | +40.0% |
Q1 2020 | $147,000 | – | 16,158 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TRIAN FUND MANAGEMENT, L.P. | 36,741,539 | $955,280,000 | 11.30% |
Applied Fundamental Research, LLC | 486,167 | $12,261,000 | 10.34% |
Insight Folios Inc | 327,542 | $8,261,000 | 5.66% |
CONTINENTAL ADVISORS LLC | 378,917 | $9,556,000 | 4.43% |
Mount Lucas Management LP | 587,926 | $14,827,000 | 4.36% |
VALUEWORKS LLC | 260,723 | $6,575,000 | 3.72% |
Kiltearn Partners LLP | 3,857,977 | $97,298,000 | 3.72% |
Olstein Capital Management, L.P. | 634,584 | $16,004,000 | 2.24% |
Wealth Enhancement & Preservation of GA, LLC | 109,117 | $2,827,000 | 2.18% |
AMJ Financial Wealth Management | 175,629 | $4,429,000 | 2.14% |